EDUCATION

Pace University, Lubin School of Business and Pforzheimer Honors College, Pleasantville, NY

BBA in Public Accounting/ M.S Financial Management – May 2017 GPA: 3.5

WORK EXPERIENCE

PepsiCo /Unilever (Pepsi Lipton Tea Partnership), White Plains, NY Jan 2020- Present

Sales Finance Associate Manager

Work with brand development, brand building, innovation finance, FP&A and sales teams to build sellout volume based on trends, innovation and marketplace investment for the Annual Operating Plan (AOP), including deck preparation.

Drive for linkage to PBNA teams on AOP (PBC Field, CCO, Revenue Management, Division teams, etc.)

Work to refine and enhance trade ROI guardrails. Provide analysis and financial decision support to the sales organization for developing trade spend programs that deliver volume results and optimize ROI.

Monitor actual trade spend results versus KPI and adjust trade spend forecast periodically based on volume results and changes to program assumptions. Maintain a database of programs and historic ROI results and present to Leadership Team.

Responsible for trade funding payments and processes and leading the periodic trade review process and year-end accrual process with Sales.

Run weekly sellout volume review with PLP Leadership Team including updated weekly forecast, lap analysis, key drivers vs previous forecast and AOP

Lead period close for sellout metrics (volume, revenue and trade) and provide detail of risk and opps to FP&A on a real-time basis.

Develop a forecast for sell-out volume in coordination with Sales Team: (i) drive transparency into key drivers of change by the customer, channel, pack etc., (ii) collaborate with Sales on recommended changes, (iii) identify and quantify any potential gap closures

Ad hoc projects as needed to support sales and brand strategy work.

Close coordination with consulting team on Oracle rollout for PLNA financial systems

Oracle Super User for data management import/export and mapping success during close processes.

Danone North America, White Plains, NY August 2018- Jan 2020

Sales Finance Senior Analyst

Financial Lead for the Southeast Division (e.g Publix) and finance support for the Northeast (e.g Wakefern) combined $150M Monthly gross sales.

Performed twelve month rolling forecasts for parent company (Danone Group) to drive strategic initiatives and manage brands, determining risk and opportunities.

Responsible/Provided commentary for month end closing procedures as well as target tracking risk and opportunities.

Tasked with training and mentoring new employees on business procedures and business intelligence systems/tools.

Point person in the initiative to have Sales Finance and Sales Planning teams integrated by working closely with Divisional VPs and Directors from both Finance and Sales.

Responsible for working closely with sales teams and senior management to control shelf management and promotional spending practices and facilitating conversation with Business Unit (BU) target management teams to allocate appropriate divisional funding for business growth and opportunities.

Tracked and reported accrual balances on promotional spending and prior period cash balances, as well as investigating promotion performance to strengthen sales team planning and spending.

Helped streamline efficiencies between Revenue Specialists and Sales planning teams for the benefit of tracking and appropriately handling sales action needed off invoices, to have more accurate cash application and reporting.

Sales Finance Analyst November 2017-August 2018

Responsible for the fastest growing divisions in Danone North America, eComm (e.g Amazon.com), Emerging (e.g Urban and Hispanic),Natural (e.g UNFI and Kehe) and Club (e.g Costco, BJs). Combined monthly Gross Sales of $100 Million.

Developed/built financial models using systems (Essbase/Hyperion, MicroStrategy, SAP BW, TAGETIK) to increase financial visibility and to provide reporting, customer analysis and business performance trends to all division planning managers for all business units (Yogurt, Creamers, Plant Base, Dairy)

Effectively communicate monthly performance and key business drivers to senior management to perform a monthly divisional close. In close period responsible for calling out any potential risk or opportunity to senior management for an accurate close.

Work closely with planning managers and sales lead to manage, track and deliver against KPIs

Liaison with BU, Trade Systems teams and Divisional Finance with the aim of consistency, unicity of approach on data.

Other Systems utilized include CAS Accenture and IRI

Providing adhoc support and KPI tracking for the Southeast Division ( e.g Publix, Harris Teeter)

Cofco International, Stamford, CT

Credit Risk Analyst March 2017- November 2017

Analyze counterparties and potential business in a close relation with trading desks, managing credit approval process in a timely manner plus delivering quality write ups.

Tracking portfolio and making sure desks are complying with internal credit procedures.

Set up counterparty credit ratings and credit limits in terms of Potential Future Exposures and Account Receivables.

Enhance communication between local business and COFCO s management, seeking for transparency and knowledge information.

Improve processes and collaborate in improving reporting capabilities for credit portfolio, plus being a first point of contact for IT initiatives and data improving, as well as generating credit reporting on regular periodic basis.

Monitoring news and market developments of assigned counterparty portfolio, assisting in internal monitoring of counterparty exposures and mitigation actions.

The Dannon Company, Inc., White Plains, NY May 2016 – February 2017 Temp-Staff Accountant

Responsible for the timely financial consolidation and publication of financials in Magnitude Software

Booked journal entries into the SAP Master Data program, and created reports for management strategy meetings.

Assisted in preparation and update of monthly bank reconciliations for audit period.

MBIA Services Corp. (MBIA Inc. Co.), Purchase, NY May 2015- July 2015

Intern- Internal Audit

Assisted in internal audit fieldwork testing, including examination of documents provided by the auditee for specific business risks

Prepared documentation of audit observations and process improvements on a test by test basis

Performed testing for various Sarbanes-Oxley internal controls over financial reporting, documented any deficiencies identified

SKILLS Technical: MicroStrategy, Magnitude Software, SAP, Credit Management Systems, SAP (Business Warehouse),, Essbase Hyperion, Tagetik, CAS, IRI, Microsoft Windows Operating Systems; Microsoft (Word, PowerPoint, Excel), Google Docs, Sharepoint, STAR 2 systems, Oracle Data Management.

Language: Fluent in Spanish, Intermediate Portuguese

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