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Sales Financial Analyst

Dublin, California, 94568, United States
March 30, 2019

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Mickey Punn

San Francisco 415-***-****


FP&A with Reporting and Strong System skills experience across Healthcare, Retail, Pharma, Tech &Startup

Strong execution; excels in ambiguous, fast-growing environment with experience in leading cross-functional teams

Financial Planning and Analysis: Budgeting & Forecasting Business Analysis Financial Modeling Decision Support Analytics KPIs Profitability Framework Reporting Risk Management Presentations

Technical Skills:

Advanced Excel (Pivot tables, V-lookups, Macros, etc.), Access, Hyperion Essbase, SQL, Teradata, QMF, Tableau, Cognos, Anaplan, Micro strategy & Crystal reports. SAP FICO and business objects


MBA- concentration in Finance, Winthrop University

BSc. in Finance & Banking, University of South Carolina

Advanced Coursework:

Duke University Law School Summer Institute in Transnational Law at Universite de Bruxelles, Belgium

Matriculated in International Tax, Intellectual Property Rights & European Community Law

Harvard University -International Business, Law, Quantitative Economics & Advance Topics in Finance

Oxford University USC at Oxford summer program. Tutorials at Manchester College

Professional Summary:

FP&A and Finance strategy contract roles, US & EMEAI markets 2014-present

Safeway/Albertsons (Progressive roles in Finance & Supply chain) Pleasanton, CA Nov 2004-June 2013

Kaiser Permanente, Sr. Financial Consultant. Pleasanton, CA (contractor) July 2018- Present

Finance partner with IT in CRA report development across Kaiser’s regions in Cognos. Worked with FP&A teams across Kaiser regions to develop Org Hierarchies, UAT testing, and managing the changes. Co- developed, tested & deployed templates with Deloitte team to facilitate efficiency. Achieved critical success in implementation of CRA reporting in Northern California and retired legacy reporting reducing headcount

Parabolic Drugs Finance Strategy India & Switzerland July 2017-May 2018

Designed & streamlined the reporting process to better facilitate the planning function & managing supply chain. Developed controls for invoicing and AP management to improve cash flows. Supported the CFO in managing budgets. Evaluated sourcing deals for pharma contracts and developed cost models for raw materials

Walmart/Ecommerce San Bruno, CA (Contractor) Oct 2016- June 2017

Finance Manager - FP&A role partnering supply chain in Sams Club Ecommerce

Designed monthly close reporting and develop models to forecast OPEX- transportation & fulfillment expense (owned facilities & 3PL partners) for accruals for month end close as per GAAP compliance

Worked with Bentonville HQ FP&A on consolidations & headcounts projections

Developed dashboards to provide analytics and timely reporting to streamline inventory in fulfillment centers

Month end MBR presentations to supply chain leadership for variance analysis & planning

Liaison with the IT team to streamline reporting & development of queries to solve data accuracy for accrual process

Mapped and document process flow from Hyperion Essbase, Tableau, Teradata, & GL from SAP for monthly close

Bahri Infrastructure, Finance & Marketing Strategy India March 2014- Sept 2016

Worked with principals in a startup venture to establish cold storage infrastructure & transportation logistics to capture the growing market in retail e-commerce fulfillment. Ad hos projects in market research, site selection vendor risk, capex requirements, fundraising and due diligence on engineering partners

Sabbatical (took time off to provide care for terminally ill parent) July 2013- Feb 2014

Finance Category Manager- Safeway Frozen Foods 2012- June 2013

Managed the annual sales planning calendar involving in-depth coordination with merchandizing plans & budgets

Financial planning and category management for Asian, Hispanic & Kosher specialty items in the Frozen Categories. P&L responsibilities to deliver Sales, Volume, Rate and AGP$

Improved assortment mix via SKU rat and developed new schematics for Asian during wave reset. On target to deliver 50% plus sales lift in this segment. Used Essbase planning tool for forecasting and budgeting

Collaborated with CPG partners in pulsing promotions and trade spend to achieve sales goals and improving COGS via shrink management in the supply chain for the Natural/Organic category

Partnered with Supply Chain, Pricing and the Divisions to facilitate superior retail execution for promotions

Partnered with the Nestle to macro space Natural/Organic doors. Used internal and Nielson syndicated data to validate the business case for increased Natural doors. Aligned additional doors based upon set size and sales to space ratio forecasting $4m in incremental revenue

Manager, Product Development, Procurement & Tolling – Safeway Corp Deli Foods Services (DFS) 2007- 2012

Led the risk management for COGS (cost of goods sold) in commodities in DFS ($2.1b business unit)

Developed and maintained models in tolling and provided analytics to stakeholders

Lead CSI Projects that involved development of new flexible packaging with $6.5 mil in annual savings Mitigated cost increases for DFS during 2007-2008 critical period of inflation.

Managed cheese import licenses and worked closely with customs clearance and logistics with Arla and Lactalis. Responsible for invoicing and partnered with accounting for settlements and period close as per GAAP compliance

Managed key contracts, NDA’s for DFS and the Branded concept. Liaison with Sr. Legal counsel in contracts process to ensure objectives were met on the key covenants to deliver profitability

Developed and implemented dynamic $5 Friday tracking reports to facilitate retail execution. Critical success attained in this program and as a result, the report implemented in rest of businesses throughout SWY

Lead the DFS SOX compliance process. Updated key controls & implemented revised process in 2009. Partnered with Deloitte’s auditing team to establish and maintain compliance process

Financial Analyst Corporate – Safeway Corp Deli/Food Services 2004- 2007

FP&A role within $2.1 billion business group to provide reporting & headcount analysis

Partner with sales teams for Budgeting, forecasting & Planning for perishables categories and labor allocation

Extracted large amount of data from multiple sources; created complex excel models to create management reports to monitor COGS, departmental spending, headcount, and capital by major function and program initiatives, improving reporting relevancy and accuracy. Designed and maintained databases for tracking Daily and Weekly Initiatives

Liaison with Corp reengineering, Retail Ops & SWY private label on Capex spend and Opex related to categories

Designed methodology and developed report to measure shrink in major categories, i.e. Soup & Proteins. The report enabled Divisions to adapt new process resulting in 35% in reduced shrink and improving COGS

Collaborated with Regional Directors & Category Managers on Ad hocs to identify key opportunities and developed tracking reports to measure and to help grow sales via asset allocation

Casey Foundation Treasury Group, Seattle, WA (contractor) 2004

Financial Analyst

Financial consultant role in managing risk as a member of 4- person Treasury group team in $1Billion endowment fund reporting to the CFO and Controller. Assisted key principals in annual planning, budgeting and forecasting for strategy meetings for the operating foundation.

Consolidated financial data generated across 60 work units in field offices in 18 cities

New York Fashion Center, Inc. Controller Georgetown, SC 2000- 2003

Managed accounting & finance functions including budgets, letter of credits, tracking sales reports and measuring financial performance for a fastmoving apparel retailer. Ad hoc store projects for Cap-Ex investments

Consolidations for retail & wholesale business units and monthly close with sales tax filings plus Opex management

Partnered with merchandisers to develop open-to-buy, resource allocation, and inventory auditing. Identified key improvement areas and high margin product opportunities. Improved store sales by 30% and total sales revenue

Developed financial strategy and advised principals to divert headcount towards high profitability lines, eliminating non- contributing product categories. Increased ROI by 16% annually, Durham, NC 1999 -2000


Developed and took the idea to fruition to establish an online store and structured an e-fulfillment model to service major online retailers in fast moving apparel. Partnered with supply chain of ecommerce sites and vendors

Successfully negotiated an extensive fulfillment contract with a media startup through leading law firm

Presentations to VC’s, Investment banks & potential technology partners to fund infrastructure and marketing

Vigor Technology (acquired by Rational Software & later by IBM) Atlanta, GA 1997 -1998

Accounting & Finance Strategy. Provided early stage accounting support and Channel Development

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