Sales Manager

EDUCATION

University of Southern California, Marshall School of Business

Los Angeles, CA

Master in Business Administration

May 2011

University of California at Los Angeles

Los Angeles, CA

Bachelor of Arts, Economics, Minor in Accounting

June 1999

EXPERIENCE

Karl Storz Endoscopy

Finance Lead – Decision Support

El Segundo, CA

2012-Current

Act as a strategic and financial business partner for marketing, sales, and OR1 business units responsible for budgeting, reporting, and analytics

Assist in development of the annual revenue plan, quarterly re-forecasts and long-term outlooks

Monthly business review with CFO to present health of the business and make recommendations for improvement

Perform cause of variance analysis between actual results versus budget, reforecasts and prior periods

Work with executive leadership to develop strategic plans by determining goals, metrics, timeframes and appropriate resources to drive the achievement of company’s efficiency and growth objectives

Supervise and mentor two financial analysts

Create and enhance tools and data sets including: automating financial reports which decreased turnaround time by 80%

Created labor utilization tool to optimize capacity planning resulting in 25% reduction in overtime

Partnered with senior and executive management to strategize reorganization of OR1 business from centralized office to regional model

Facilitated the annual business planning cycle through collaboration with all marketing and sales teams to forecast sales, operational expenditures and headcount.

Perform capital and business planning and related ROI analysis

Resources Global

Los Angeles, CA

Financial Consultant

2010-2012

Client Disney Consumer Products (DCP): Consultant and auditor

Worked directly with vendors like Walmart, Hallmark, Mattel to obtain sales data and review contract compliance.

Aggregate sales data from vendors and developed database and analytic tools for Disney Consumer Product Group.

Streamlined Global Audit findings reports reducing labor time from one week to one day

Prepared the Global Audit Findings PowerPoint deck that is presented to CFO on a quarterly basis

Act as liaison with external auditors providing guidance and review of their royalty audit findings

Client Neutrogena: Sales Planning consultant

Created inventory tracking model to move rapidly expiring products to discount retailers

Worked with discount retailers like 99 Cent Store and Dollar Tree to fulfill inventory orders

Held weekly meetings between production plant and sales to review operations and discuss demand planning

Client Disney Studio Technology Group: Finance manager:

Liason with studio technology management to perform IT Governance for Disney Studio to manage their budgets and rolling forecasts of studio technology groups. Identified and communicated material changes to management and worked to resolve cash flow issues

Worked with Studio IT to enhance Cognos performance: built queries and reports; documented and resolved system/process/issues

Sony Pictures Entertainment

Culver City, CA

Manager- Forecasting, Planning, & Analysis

2008 – 2010

Managed 6 analysts and coordinated with finance directors in 10 operating territories worldwide to prepare International Home Entertainment (IHE) business plan with annual revenues over $500M

Developed annual operating budget and maintained quarterly projections including budget to actual variance analysis and overhead reporting

Developed film acquisition model for Greenlight Committee used to acquire $25M of local language titles annually

Forecasted video ultimates using regression analysis using competitor data and against box office and video sales

Prepared and reported the quarterly Uplift analysis package sent directly to the president of studio for review of business performance

Responsible for preparation of IHE financial projections including: preparation and analysis of the Annual Operating Plan, Five Year Plan, and quarterly forecasts including the accompanying senior management presentations

The Goetzman Group

Woodland Hills, CA

Financial Consultant

2006 - 2008

Consulted at Sony Pictures Entertainment and Walt Disney Company in various finance/accounting capacities: including audit, forecasting, and budgeting

Paramount Motion Pictures

Hollywood, CA

Manager- Forecasting, Planning, & Analysis

2005 - 2006

Coordinated and prepared the annual Plan and quarterly estimates for home entertainment business segment of Paramount and DreamWorks Studios

Created re-pricing model for reforecast of sales based on different price points

Worked with consultants on design and implementation of Hyperion Essbase data systems

Walt Disney Company

Glendale, CA

Financial Analyst – Inventory Finance and Accounting

2001 – 2004

Responsible for accounting close duties for Disney Interactive and Buena Vista Home Entertainment which included: obsolescence calculations, rebate accruals, and various inventory related entries

KPMG LLP

Irvine, CA

Auditor

1999 - 2001

Planned and performed financial statement audits for public and private companies

TECHNICAL SKILLS

Cognos, Hyperion Essbase, Business Warehouse, SAP, Oracle, BI, Power BI, PeopleSoft, Oracle Financial Analyzer, Business Objects, AS 400, Microstrategy, Excel, Access, Word, Power Point

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