CARLOS TAVERAS
Yonkers, NY • 646-***-**** • ac1rm9@r.postjobfree.com
Career Summary:
A highly organized and friendly professional, able to establish long-term and positive relationships with clients, co-workers and outside resources. Proven track record in consistently and effectively delivering results that enhance the company’s purpose and profitability.
Work Experience:
PepsiCo, Inc. – Valhalla, NY / Somers, NY / White Plains, NY Small Format Unity Team
Sales Associate Unity Analyst October 2015 - Present
Building and maintaining Accenture CAS/TPM (Trade Promotional Management) planning models and communicating changes to internal finance staff to ensure alignment
Ensuring that aligned events that require on-ticket pricing changes and/or off-ticket adjustments are entered into all applicable systems in a timely manner (TPM/Deal/Customer Portals)
Becoming aware of business trends, economic conditions, customer developments, competitive activities, historical category learning to make forecast recommendations and highlight potential issues within the current Customer build
Assisting in delivery of planned net revenue, trade spend and MC objectives, in a manner that is consistent with the strategic direction for the business
Completing regular CDA and trade spend reconciliation reviews on a weekly/period and quarterly basis as well as regular pricing deduction reconciliation
Increase profit margins by ensuring the forecast is accurate and reflects the latest thinking on in-market execution and underlying performance trends
Expand business and functional knowledge by providing support to KAM Managers by fully maintaining their TPM Planning Models and solving issues such as Volume, Pricing, Promotions
Foodservice Marketing Finance
Finance Associate Analyst October 2013 – October 2015
Provide finance support to the A&M Foodservice organization; including 2 Annual training to requisitioners and budget coordinators (Presented with the “Pepsico FS Platinum Award” and “Everyday Hi5 Recognition”)
Work with Control, Purchasing, Supplier Maintenance and A/P to ensure efficient Purchase- to-Pay(P2P) process; consisting of creating shopping carts, solving issues such as new vendor set up, expense classification, PO process, bill payments
Resolved over 95% of PO issues by actively monitoring PO status and taking appropriate action along with partnering with PFSS to ensure timely processing of new vendors, prompt payment requests and resolution of parked/blocked issue
Operated collaboratively with business teams to review A&M commitments against budget and influenced in year-end A&M accrual process
Utilize SAP to manage A&M budget and process vendor payments
Improve performance reporting and scorecarding of innovation by running FSR reports to compare data that helps determine future success or failure of the product Foodservice Contracts Team
Accounting Operations Associate Analyst November 2012 – October 2013 P a g e 2
CARLOS TAVERAS
Achieve 98% accuracy in new contract equipment and service contracts set up in the SAP ESM (Equipment Service Management) and ECR (Enterprise Contract Repository) systems
Interpret Foodservice Fountain contracts and create equipment and service Master contracts/sub-contracts in SAP CRM (Customer Relationship Management) and ECR, including promotional funding and contract termination language
Manage workload through ESM Change of Ownership Queue and in ECR to determine changes in contract status and location eligibility on existing agreements
Reduced number of service disputes by ensuring parts and service funding flags are up-to- date and proactively monitoring contractual commitments and generating sales reports to ensure that the contract status in ECR and SAP is correct
Manage all contract related requests from PFSS, Food Service Operations, National Accounts and broader cross functions
Act as liaison with Accounting Operations, Sales and Operations to ensure compliance of contract submission, expiring contracts, terminated contracts and ownership changes
Assist with documentation and testing for software enhancement and defects to ECR and SAP
Foodservice Contracts Team
Jr. Contract Analyst April 2011 – October2012
Interpret Innovation agreements. Maintain commitments within Excel Master Tracker
Create contracts in ECR for Innovation
Liaison to CDA and Food Service Distributor teams for the creation of contracts in ECR
Distribute all requests from PFSS, Food Service Operations, National Accounts and broader cross functions via fax or email to SPA box
Proactively monitor volume reporting for Innovation customers and work with Contract team to confirm contract terms as required
Assist in reconciliation of Innovation Customers to the equipment tracked by Finance team
Perform contract audit to ensure Innovation agreement and Fountain Contract contains similar terms. Advise Group Manager of any deviations Parts/Services Account Adjustments Analyst /
Competitive Defense Analyst March 2009-April 2011
Adjust SAP ESM database billing
Completed assessments (e.g., SAP Report Navigation-BW, Adjustment Analyst-ESM, Contract Processing, Reactive Repair and General Service, One Up Basic Navigation)
Research contracts and reports using TCM and BEx Web Analyzer; work with teams of all levels to assure issues are fulfilled
Execution of all contract-funding components. This includes entering in the contracts into EPM and maintaining the contract throughout the term Education:
Nyack College – Nyack, NY Fall 2003-Spring 2008
Major: Accounting Bachelor of Science
Major GPA: 3.8
Statistician for Nyack College Division 2 NCAA baseball team (Nyack, NY, 2003-2008)
Tutored students in Calculus and Accounting at Nyack College (Nyack, NY, 2004-2005) P a g e 3
CARLOS TAVERAS
Pepsico Finance University:
Creating a Financial AOP Effective and Efficient Controls in Business Process Performance Management and Forecasting The PepsiCo Productivity Challenge Understanding the Global Control Standard (GCS) Understanding PepsiCo’s P&L Computer Skills/Business Applications: Highly proficient with Microsoft Office, Excel, PowerPoint, SAP, FSR, ECR, TPM, SmartView and SharePoint. Languages: Fluent in Spanish.
Volunteer Experience:
Actively volunteer in company events and ERG’s activities at PepsiCo (2011-Present)
DJ at Nyack College Radio Station WNYK 88.7FM (Nyack, NY, 2007-2008)
Children’s baseball camp at Uptown Baseball Academy (New York, NY, 2000-2005)