MISTY S. WILLIAMS

*** ****** ****** 530-***-****

Auburn, CA 95603 ad2urk@r.postjobfree.com

Business Intelligence, Analyst, Financial Analyst, Sales Manager

An established sales manager, Business Intelligence, Finance and Supply Chain specialist with demonstrated success managing, mentoring, and building teams while supporting and optimizing data systems processes and projects to provide decision support information. I have a passion for People, Finance, Customer Service, Sales Support, Purchasing and Procurement. Experience partnering cross functionally to implement systems and ensure compliance.

Technical skills include:

UNIX & LINUX Based Servers and Programming

Crystal Reporting Systems

Microsoft Reporting Tools / SQL/Tableau/Power BI

Navision /SAP

Sales Force/CRM/HubSpot

AFP – Advanced forecasting and Procurement

Microsoft Office – all programs Expert level. Excel level: Power user and Teacher

Multiple ERP systems

Process developer, Testing, Implementation and Roll out.

Microsoft Office – Excel, Power Point (all Apps) Proficient/expert and certified

PROFESSIONAL EMPLOYMENT

HERBL 2021- 2023

Business Intelligence Analyst

Supporting various teams at HERBL in analytics, trend reporting, tracking, project management. tasked with maintaining and upkeep of all Data Flows, business system pertaining to this role. Look for opportunities for improvement and consolidation to create tools for others to make decisions based on data and historical trends. Focus on Operations, Sales, Finance, Transportation and Purchasing to Support request, Data Analytics, Trends, Budgeting and Forecasting. Worked with both Internal and External Customers to ensure data accuracy, Presentations, Market and Product Trends and Business Reviews on a Scheduled and Ad-hoc Basis. Primary Support for Executive Team. Tableau, SAP, SQL, Team, Zoom, Slack, and Multiple Project Management Platforms, CRM, HubSpot, Microsoft Office suite, SharePoint and maintain and building templates and shared databases for cross functional duties and tool creation. Pricing management and P&L creation. Contract execution, compliance, and maintenance.

CAMBRIDGE COMMIDITIES 2020- 2021

Inside Sales Executive/Business Intelligence

Building and Creating an Inside Sales Team covering the entire nation and international. Knowledge sharing and mentoring to develop a team of Analytical and Industry focused Sales Team members for the Natural Channel for the New USA division. Business Development, Margin and Profit Analysis. Pricing and Coordinator. Cost Accountant and Pricing Analyst. Onboarding New Accounts and maintaining established accounts while managing both Internal Teams.

THRESHOLD ENTERPRISES, LLC 2016 - 2020

Director of Business Intelligence and Sales Support/Purchasing Director, Scotts Valley, CA (2017- 2020)

Promotional Transfer – While maintaining and growing a team of analytics to support business needs, I also accepted the position of Head of Purchasing.

Created a Team of Pricing, coding, and business enhancements.

Developed a strong and motivated purchasing team.

Took Threshold from being a “substitute” distributor to currently the #1 preferred national Natural and Organic Distribution world in the categories of Non-foods, Vitamins, Supplements and HABA.

Business Analytics and Sales Support Manager, Scotts Valley, CA (2016-2017)

Created an entire Business Analytics program.

Worked closely with our Finance team to create, roll out and monitor our sales team goals, profit margins and sales budgets.

Trained Sales team on sales analytics, strategies, and margin attainment.

Worked closely with the VP of Sales to maximize sales and margin growth.

Created sales and margin calculation tools to help improve sales team profitability.

Worked with the VP of Sales to create annual sales budgets and margin goals.

UNITED NATURAL FOODS 1997 – 2016

Systems And Reporting Director, Auburn, CA (2015 – 2016)

Promotional Transfer .

Senior Executive Natural Channel Sales Manager, Auburn, CA (2014 – 2016)

Select Nutrition – Department Transfer.

Worked side-by-side with Director of Sales to create a Natural Channel sales strategy.

Onboarded many Key Natural Accounts, including Sprouts, Whole Foods Market, Natural Grocers (Vitamin Cottage), Vitamin Shoppe and iHerb as well as numerous independent accounts.

Helped develop targeted Sales and Margin goals and was instrumental in development of Sales bonus program.

Financial Analyst, Rocklin, CA (2012 – 2016)

Department Transfer. Maintained the integrity of Information flow and compliance.

Monitored and reported margin impact on regional, company and DC territories as needed.

Produced accurate reports for financial needs.

Compiled rebates to ensure compliance of company business structures, customer agreements and other policies and procedures.

Developed and produced period end reports for financial and sales needs.

Partnered with the Financial Planning group to create and maintain sales budget information and implement tracking resources.

Collaborated with Controller to ensure business unit financial requirements were met.

Reviewed and edited contracts to ensure compliance, and fielded questions. Partnered with Legal to finalize contracts, and audited contract execution monthly.

Business Analysis Manager, Rocklin, CA (2011 – 2012)

Department Transfer/Promotion. Managed a team of fifteen direct reports broken out into three sub departments, Reporting, New Accounts and New Store Openings. Instrumental in developing innovative ideas and processes within the company while ensuring customer satisfaction and continuous maintenance of such processes.

Partnered with IT to create new reports and system enhancements, as well as testing new processes and UAT.

Worked closely with the web development team to enhance and support functionality of the website.

Provided Wkly/Qtrly/Monthly and Yearly Sales figures and DC metrics for the Executive team as well as Sales Team and Customers.

Sales Support/Business Development Manager/Supervisor, Rocklin, CA (2004 – 2011)

Department transfer/Promotion. Supported a Sales team of 300+ employees.

Served as Website Administrator; managed incoming and outgoing calls; Processed reports – electronic and hard-copy.

Gathering information and customized reports for requestors or customers.

Maintained and tested ordering tools, such as MSI machines, IUNFI devices, Web Ordering.

Maintained Customer database and implementing changes as needed.

Maintaining customers’ custom pricing tables and updated authorized items lists for key accounts.

Processed Financial Rebates.

Developed over 150+ Microsoft Reporting tools and user of Crystal Enterprise system.

Implemented mobile application for one stop shopping for customers and sales teams.

Sales Support/Credit Representative, Auburn, CA (1999 – 2004)

Department Transfer.

Warehouse Selector, Auburn, CA (1997 – 1999)

EDUCATION

Sierra College

. A., Business Administration/Finance/Accounting

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