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Work Background
Short Enterprises LimitedOwner
Oct. 2024Danville, California, United StatesI specialize in providing expert financial and business consulting services designed to empower organizations to achieve sustainable growth and financial success by offering tailored solutions that address the unique challenges businesses face in today’s dynamic market environment. Our services encompass strategic financial planning, risk management, operational efficiency improvements, and comprehensive business advisory. Whether you are looking to optimize cash flow, improve profitability, manage costs, or streamline operations, our hands-on approach ensures you receive actionable insights that drive performance. We partner with businesses of all sizes—from startups to established enterprises—helping them build robust financial frameworks and strategic plans to thrive in a competitive landscape. Let's work together to unlock your business potential and achieve your financial goals.
Trinchero Family EstatesHead Of Revenue Management
Aug. 2020 - Aug. 2024Napa, California, United States• Developed and implemented a Revenue Management function to drive top-line growth in collaboration with Sales & Marketing.
• Led the business initiative for the implementation of a new enterprise pricing system.
• Advocated against a price increase on Joel Gott Wines in May 2023 to protect brand integrity and consumer loyalty.
Treasury Wine EstatesCommercial Finance Director
Oct. 2019 - May. 2020San Francisco Bay Area• Led financial planning, budgeting, forecasting, reporting, and closing activities for a $1B Western business segment.
• Developed a new revenue forecast model for improved speed and accuracy, resulting in better decision-making processes.
• Implemented process enhancements for month-end-close, streamlining operations and increasing efficiency.
Pernod RicardDirector, RGM Execution
Jul. 2018 - Sep. 2019New York, United States• Led pricing strategy for $4B North America Wine & Spirits business, collaborating with cross-functional teams to drive revenue growth.
• Managed implementation of ERP claims management system, ensuring seamless process execution.
• Inspired and managed a team of 4 to achieve pricing objectives and business goals.
Constellation BrandsDirector Finance - RevMan
Apr. 2014 - Mar. 2018San Francisco, California, United States• Built and led a Revenue Management function of 11 team members supporting the $4B U.S. Wine & Spirits business in identifying and implementing incremental revenue opportunities.
• Developed an executive reporting pack with actionable insights, including a new pricing scorecard.
• Finance lead for the successful implementation of an enterprise Pricing system.
• Winner of the CFO's Be Stellar award
Constellation BrandsDirector Finance - International
Mar. 2013 - Mar. 2014San Francisco, California, United States• Managed full planning and reporting for a $0.5B business and reduced month-end close cycle by 3 days.
• Led finance team in partnership with Sales to develop new route-to-market strategies.
• Supported global Inventory Accounting team and achieved cost-saving initiatives.
Constellation BrandsDirector Finance - Operations Strategy
Jan. 2012 - Jan. 2013San Francisco Bay Area• Managed $0.5B annual budget for grapes and bulk wine and reduced COGS by $40MM through implementation of a new Annual Blend Management process.
• Underwrote $0.7B of potential vineyard acquisitions, presenting opportunities to CFO & COO.
• Developed new reporting and improved modeling accuracy.
Constellation BrandsManager Finance - Grape Strategy
Oct. 2009 - Dec. 2011San Francisco Bay Area• Implemented a comprehensive vineyard replanting strategy to improve vineyard ROIC.
• Built a grape price forecast model and a volume-mix-rate model to analyze costs.
• Transitioned from Activity Based Costing to mark-to-market for internally grown fruit to drive better utilization and improve the Inventory Accounting process.
Constellation BrandsSenior Financial Analyst
Jun. 2008 - Sep. 2009San Francisco Bay Area• Utilized multi-variate regression to predict wine and table grape prices for Constellation Brands.
• Determined highest and best use for owned and purchased wine grapes, supporting Inventory Accounting process.
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