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Work Background
Giorgio Foods Inc.Sales Insights and Analytics Manager
Aug. 2024Develop analytics solutions to automate data aggregation and analysis for $75M business unit using Power BI, SQL, Power Automat, and Python. Saving company $18k per year. Developed statistical analytics and trend analysis within Power BI that provides specific actionable insights to the CEO, Global CFO, and Finance Management. Collaborated with logistics management and analysts to automate national mapping and costing by trip deliveries and identify low and high-cost lanes. Develop sales strategies for sales mix and distribution to target key customer groups across companies and increase fleet utilization rates and backhaul revenue.
Perform demographic and psychographic analysis of POS and Panel Data to inform tailored branding and marketing.
The Giorgi Companies, Inc.Corporate Financial Analyst
Dec. 2023 - Aug. 2024• Prepare and Analyze Trial Balances, Year End Financial Statements, prepared and documented debt covenants.
• Costed $212 million across 8 vertically integrated companies for integration of new companywide ERP integration, which was accurate to the cent. Used for cost modelling of all internalized operations.
• Oversaw financial statements totaling $750 million for all US production.
• Created 5yr strategic forecast and presentation for CEO, CFO, and divisional managers of international bank.
• Conducted NPV, ROI, and break-even analysis of technology and automation investments exceeding $10 million.
• Spearheaded the Creation, deployment, and training of employees on various automated PowerBI reports using internal and external consulting, Excel, DAX, and SQL. Reports use 6 types of data and were presented to the CFO, COO, and farm management stakeholders.
• In conjunction with US Controller, consulted, analyzed, and deployed PowerBI reports for minority stake firms to visualize and diagnose production and yield difficulties within their operations.
• Assisted US Controller in ideation, finding outside strategic planning professionals, and rollout of 2 novel and synergistic revenue streams using under-utilized company assets.
• Prepared and managed the consolidation of 2025 budget within SAC using excel based upload templates
Clark AssociatesDual Category and Vendor Analyst
Aug. 2022 - Dec. 2023Lancaster, Pennsylvania, United States• Anticipate future category and product issues, develop SMART plans, develop systems and launch products to resolve issues for 2 categories totaling $46m in sales.
• Develop and helped manage relationships with 4 international and 14 domestic manufacturers and negotiated contracts
• Adjust and manage pricing across 11 stores and national distribution channel
• Manage, track, and present bi-weekly category and vendor financial statements to internal and external stakeholders
• Create category, sub-category, and item profitability analysis and cost variance analysis for product lines
• Create Power BI reports, eliminate outlying data, normalize and forecast to eliminate errors
• Forecast Profitability of product lines and categories
• Calculate rebates for vendors and suppliers
• Manage day-to-day workflow, KPIs, invoice and PO discrepancies, customer issues and complaints
• Create and track purchase orders
Aggie Recreation Center (ARC)Facilities Manager
Jul. 2016 - Mar. 2019Utah State University• Managed front desk- scheduled appointments, onboarded new clients, trained new hires • Prepared and analyzed facility’s activity reports • Coordinated events/activities- planning, setup, etc.
S&C FinancialPresident
Apr. 2016 - May. 2019Logan, Utah, United States- Acted as Primary Owner Operator of Multi-State Freelance Sales Company with 2 employees.
- Created Sales Conversion Improvement Plans
- Provided Sales Consulting and Strategy Analysis
Whitetail Disposal, Inc.Commercial Sales Executive and Manager
Mar. 2016 - Nov. 2021Pennsylvania, United States• Created, managed, and closed leads cold leads, both new and developing markets, contract negotiation
• Maintained customer relationships, grew current accounts with customer fact-finding
• Analyzed and tracked regional market trends, identified opportunities, entered markets
• Provided strategic planning and modeling of East Pennsylvania region using Salesforce
• Managed, tracked gates and data, and provided reports and analytics using Salesforce
• Scraped, cleaned, organized data sets and imported them into Salesforce
• Created marketing material, A/B tested email campaigns
• Enhanced client service experience by provided ongoing services and support
Home and FamilyBusiness Owner
Mar. 2014 - May. 2016Logan, Utah, United StatesBuilt an eCommerce brand using FBA. Ran profitably for 2.5 years during college. Developed Branding, verified import compliance, designed website and packaginig, shot products photos and videos, iterated products, imported, managed supply chain, automated PO alerts, personally financed and grew, tracked and managed accounting, optimized SEO on Google Facebook and Amazon.
The Church of Jesus Christ of Latter-day SaintsFinance Clerk
Jan. 2014 - Dec. 2015Logan Utah● Entered donations and expenses in the general ledger
● Compiled, organized, and financial managed statements and receipts
● Assisted in Close outs
● Worked with CPA in preparing audit and financial records for wards and stake
Snow ZoneBusiness Owner
May. 2007 - Oct. 2011Idaho Falls, Idaho, United StatesAt 13 I took out a small business loan and opened first small business, licensed brand, trademarked name, and established market niche while in high school. Managed operations, financials, promotions, marketing, staff, and events. Grew business and eventually sold to a multiple location owner for 2x sales.
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