Sales Financial Analyst

Susan Moutsias, BA

Phone: 416-***-**** ********@*******.***

SUMMARY OF QUALIFICATIONS

High-energy customer focused business partner; proven team player that delivers accurate and on time results with innovate and easy to interpret analysis. Approachable and knowledgeable, excellent communication skills, a true business partner to Marketing, Sales, Trade Marketing and other Finance functions while meeting all controls and streamlining efficient practices. Strong Analytical business skills in CPG; proficient in the use of: Microsoft Office, SAP, AFS (MEI & Exceedra), SIEBEL, Cognos, Essbase, BI Hana, Co/Pa

PROFESSIONAL EXPERIENCE

Corby Spirits: Sr. Financial/Business Analyst, Toronto, April 2018 to October 2019

Collaborated with Marketing (including Trade Marketing) and Sales cross functional teams to develop annual budgets, latest estimates and provided financial support to stakeholders to identify optimal promotional strategies using price and volume mix analysis with liquor boards and on premise customers

Prepared evaluations on pre and post execution return on investments (ROI) on major promotions, new product launches and worked on sku optimization projects.

Led the budgeting and Latest Estimate process for volume and trade spend; reported and explained variances on a monthly basis through in depth written analysis vs. prior year, vs. budget by brand and region. Recommended course corrections to close gaps and shared insights to optimize profits

Distributed monthly reporting and met with stakeholders to review the performances of their brands and regions to understand promotion effectiveness and to identify risks and opportunities. Condensed large sets of data into valuable insights to manage the business, inventory levels, and to understand market specific information

Major team member in the implementation of the new trade spend management system (Exceedra) and was the system administrator, performed training and user acceptance testing

Ensured that all financial controls were adhered to and streamlined processes to be able to return accurate and timely information to Marketing and Sales. Also worked with these teams to coach them on best business practices and using the software available efficiently and productively

TeraGo Networks: Financial Analyst (Contract with Randstad) Markham, Ont., May 2017 to Feb. 2018

Main responsibilities included leading annual budget preparation, monthly forecasts and reporting on three lines of business by month for the income statement and balance sheet. Provided in depth explanations for variances to prior year, forecast; commentary includes corrective actions. Prepared presentations for all senior leadership and board meetings.

Johnson & Johnson: Sr. Financial Analyst, (Contract) Markham, Ont., March. 2016 to Jan. 2017

Business Finance partner with Sales Strategy Team for forecasting of Sales and Trade Spend dollars by

customer and by brand. Focus of position was to ensure that all trade spend returned a positive investment prior to retail commitments and post execution results to ensure that all promotional activities met company thresholds and controls by brand and by customer in order to optimize trade spend.

Responsible for the forecasts and reporting of actuals and variances for over the counter (OTC) brands in the Consumer division of J&J. Included in depth monthly variance explanations to budget and prior year. Highlighted and discussed all risks and opportunities to latest estimate with the Sales Strategy team

Advantage Sales Solutions: Sales Planning Manager (Del Monte), Sept. 2012 to Nov. 2015

Responsible for all aspects of Sales forecasting of sales volumes and Trade Spend for the Del Monte Pet Food account (using AFS-MEI software) by customer and by product. Provide pre and post promotional analysis to Sales account team and made recommendations on customer/product mix. Reported weekly/monthly and quarterly to senior leaders via presentations in PowerPoint

Lead budgeting/Joint Business Planning and monthly forecasting process with account managers

Energizer Canada: Commercial Business Analyst, Mississauga, Ont., Oct. 2010 to Sept. 2012

Main Responsibility: Supported all Sales and Marketing teams with sales and trade spend management

at a customer and SKU level. Ensured all trade spend activities returned positive contribution.

AFS (MEI) Implementation Lead – responsible for all aspects of the Sales and Trade Spend system

implementation. Conducted all system testing, training of over 30 colleagues, ongoing daily integration with all of ERP systems and all other reporting software used by cross-functional

Evaluated effectiveness of promotions combining market data (POS) with actual performance numbers. Worked closely with deduction management team to meet all audit requirements. Provided month end accruals for trade spend by category and by customer.

Smucker’s Canada, Sales and Promotions Analyst, Markham, ON: April 2009 to August 2010 Supported the Loblaw Sales Team to achieve optimal sales forecasts and managed all of trade spend programs in Siebel from start to end of all cycles including accurate terms and deductions.

Management of the Seibel Trade Spend system for the Loblaw Sales Account Team. Responsible for all of the set up and tracking of all trade spend activities in the Siebel System (TPM) and training on system.

Nestle Canada- Finance Manager (Sobeys Sales Team), Brampton, ON: Jan. 2008 – April 2009 Sales Finance manager for the Sobeys Customer Account team. Managed sales forecast and trade spend across multiple categories. Performed ROI’s on all variable trade spend and reported month end, quarter end and full year results with detailed explanations on variances. Worked with deductions team to stay below all thresholds.

Cadbury Adams, Toronto, ON: Dec. 2003 to Dec. 2007 Business Resource Manager: Finance support for the largest Sales teams at Cadbury (LCL& Walmart). Managed Sales Volume Planning and Trade Spend Optimization and performed ROI’s on new business and all variable spend

Provided accurate sales volume forecasts and had moved to providing analysis at a SKU level using Siebel. Reviewed with account team at every period and all risks and opportunities were evaluated through a Return on Investment tool. Consistently forecasted over 95% accuracy and in line with demand planning schedules to ensure accurate production.

Power user of Cognos for reporting on regular basis and for ad hoc analysis

H.J. Heinz Company of Canada, - Senior Financial Analyst, Toronto, ON; Jun 1996 – March 2003

Responsible for financial analysis and profit planning for a multi-million diversified Retail and Food Service division with a global customer base. Worked closely with marketing team to develop and monitor their budgets to a Gross Profit level. Reviewed and managed inputs from other departments to ensure they met expected targets and were fully compliant.

Education & Computer Skills

Education:

Bachelor of Arts, Major Commerce – University of Toronto, 1992

Professional training:

Lead on AFS implementation (MEI Trade spend management tool),Exceedra (TPM), SAP, BI,Essbase, Cognos; Siebel; Meeting Facilitator and Trainer, Time management skills, Team Building courses

Microsoft Office – Excel Advanced skills, Word, Power Point presentation.

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