Business Analyst Customer Service
Resume:
Michelle “Shelly” Finnell
Somonauk, IL 60552
********@*********.***
Shelly Finnell LinkedIn
Summary of Experience
Business Process Manager/Business Analyst with more than 20 years’ experience in the manufacturing sales industry, including corporate Brand Management, Sales and Marketing strategy for multiple brands providing product to multi-billion-dollar accounts extending globally. Extensive background in ownership of critical business data management tasks involving integration of companies and brands.
SOPs for Data Governance Brand and Item Creation Commission Structures
Customer Master Data Setup Account Management & Retention Data Reporting
Forecasting & Budgets Sales Tracking & Trend Analysis Project Management
New Product Placement Sales Planning & Implementation Oracle SAP & JDE ERP Systems
2021 to PURE FISHING, INC.: (April 2021 – November 2024) Plano, Illinois
2024 Private equity-owned global fishing tackle manufacturer with 30 brands and more than 2,800 employees and operations in 19 countries selling primarily to wholesale with some sales through direct-to-customer channel. Brands include Abu Garcia, Berkley, Caboodles, Spider Wire, Fenwick, Plano, Hardy, Penn, Ugly Stick, Greys, Frabill, Shakespeare, Pfleger, Savage Gear, Fin-Nor, Hooker Electric, JRC, Stren. Van Staal, Mitchell, Hodgeman. Pure Fishing acquired and integrated Plano Synergy in 2021.
Sales Planning Manager/Sales Business Analyst: (January 2023 – November 2024) Work with JD Edwards EnterpriseOne sales, finance, and operations to capture current vs. future state needs. Validate that JD Edwards standard functionalities such as SO Entry, Sales Order Inquiry, etc. to meet business requirements. Responsible for strategically driving sales growth of 21 brands by analyzing market trends, forecasting sales, managing budgets, and developing sales plans. Served as a bridge between Sales Representatives and Marketing Department to ensure alignment on company sales goals worth over $500,000,000.
Provided business and financial stats to support cross-functional teams, including JD Edwards EnterpriseOne sales and operations planning (SOP) to provide promotions, spikes in forecast, non-purchase order overhead (NPOH) and product availability ensuring efficiency of business procedures.
Configure and maintain advanced pricing structures.
Monitor and maintain item master data via P4101 and Item Branch (P41026) for accurate inventory visibility.
Provided guidance, training, and mentorship to create sales plan and set goals.
Business Process Owner (BPO) Manager/Analyst: (April 2021 – January 2023) Responsible for defining process mission, vision, tactics, goals, objectives, Key performance Indicators (KPI) and measures that aligned with organizational strategies for 22 brands.
Define KPIs such as order cycle time, order fulfillment rate, backorder rate.
Help design or improve reports using UBE (Universal Batch Engine) or One View Reporting.
Created Standard Operating Procedures for company Pricing Actions and Customer Setup.
Led successful implementation, on time and on budget, to move business from Oracle JD Edwards EnterpriseOne ERP System to SAP ERP System for Customer/Vendor Address Book, Sales Programs, Customer Pricing, Freight and Payment Terms, Commissions, and Item Category Codes.
Analyze stock movements and availability using Item Availability and Inventory Transactions.
Mastered customer setup in SAP using Inno Wera templates and mass T-Codes.
2016 to PLANO SYNERGY HOLDINGS / PLANO MOLDING COMPANY: Plano, Illinois
2021 A provider of hunting and fishing supplies. Acquired by Pure Fishing, Inc. in 2021.
BPO Manager/Analyst: Sales, Brand, & Marketing – Plano Synergy Holdings / Plano Molding Company: (June 2016 – April 2021) Conduct stakeholder interviews to elicit detailed business requirements. Use tools like BRD (Business Requirements Document), FRD (Functional Requirements Document), and Use Case diagrams.
Clarify gaps between current processes and JD Edwards functionality. Responsible for defining process mission, vision, tactics, goals, objectives, Key performance Indicators (KPI) and measures that aligned with organizational strategies for 15 brands. Member of First Aid Team.
Created the Standard Operating Procedures for all new item setups, item naming convention, Pricing and Discount structures, and item sales reporting codes for Sales, Brand, and Marketing, using Data Governance and Master Data Management skills.
Define order activity rules, status codes, and fulfillment workflows to optimize the order-to-cash cycle and support cycle counting, stock adjustments, and inventory valuation processes
Marketing includes new item descriptions and details for catalogs and public relations (PR); and training and implementation of all new items to sales representatives and buyers.
Created, published and maintained price bases, customer account program details, and sales representative commission structures.
Maintained ERP System for Oracle JD Edwards Advanced Pricing Schedule and Advanced Preference Schedule for Pricing, Customer Accounts, Details. Rebates, Allowances, Item Royalties, Excise Tax, and Commissions using SQL.
National Sales Manager/JDE Analyst – Plano Synergy Holdings / Plano Molding Company: (September 2012 – June 2016) Responsible for multiple major national accounts including Fortune 100, buying groups, and independent retailers. Forecast, tracked, and analyzed account performance to identify opportunities for incremental growth for 10 brands. Member of the First Aid Team.
Design and analyze pricing hierarchies, customer-specific pricing, and promotional discounts.
Ensure integration of pricing rules with sales order entry and automated pricing application.
Map business processes to JD Edwards EnterpriseOne modules like Manufacturing Management, Shop Floor Control, Product Data Management, etc.
Managed between 65 – 80 individual salesmen from multiple firms across the United States and Canada; developed representative goals, outlined expectations, and coached performance.
Worked with supply chain and manufacturing to develop and deliver OEM and account exclusive products (SMUs) to foster product differentiation at the retail level and retain market share.
Led Subject matter Expert (SME) in Oracle JD Edwards EnterpriseOne and related reporting software for sales and customers, maintaining accounts and exporting relevant data.
Sat on the Systems Integration Team that migrated from Great Plains to Oracle JD Edwards.
Served as part of several Continuous Improvement Teams.
Regional Sales Manager – Plano Molding Company: (April 2003 – September 2012) Responsible for managing sales and forecasting for major industry accounts – Amazon.com, The Sports Authority, West Marine, Buying Groups, National and Regional Distributors, with annual budget upwards of $25,000,000.
Implemented price and program changes to maintain profitability. Introduced new products and secured retail placement over competition. New products varied between 5 and 25 annually.
Planned, restructured industry distributor, dealer, and trade shows. Set up and staffed.
Member of the implementation team during introduction of Oracle’s JD Edwards EnterpriseOne. Managed system set up and data migration from legacy system to new database for customer service and sales. Member of First Aid Team.
Assistant Sales Manager – Plano Molding Company: (January 2001 – April 2003)
Senior Customer Service Specialist – Plano Molding Company: (August 1993 – January 2001)
Assembly Operator – Plano Molding Company: (April 1991 to April 1993)
EDUCATION
General Studies – Illinois Valley Community College – Oglesby, Illinois (1987- 1989)
ADDITIONAL TRAINING
How to Sell on Value, Not Price - LinkedIn Learning (Jan 2024)
Cyber Security Training: Identify Phishing (April 2021 – October 2024)
Retail Customer Service Management and Coaching – LinkedIn Learning (March 2022)
Negotiation Training – CM Partners (March 2017)
Workforce Development – Waubonsee Community College – Excel 2010 Intermediate (June 2015)
Communication Skills for Women – Fred Pryor Seminars and Career Track (March 2015)
Dealing With Difficult People – Fred Pryor Seminars and Career Track (July 1999)
SYSTEMS & SOFTWARE
Innowera for SAP SQL for Oracle JD Edwards QlikView
Microsoft Office: Outlook Word Excel PowerPoint Teams Power Automate Power Bl SharePoint
CERTIFICATIONS
Heartsaver First Aid CPR & AED Program – Credential ID 176********* – American Heart Association
May 2017 – May 2019 .
Data Governance – The Complete Course for Beginners - Cert no: UC-66069f96-8b21-4a2a-95d5-1a498dae406f Jan 2025
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