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Work Background
Director, Data Analytics & Planning
WeVeel Toys & StationeryDirector, Data Analytics & Planning
May. 2024 - Feb. 2025Morrisville, Pennsylvania, United StatesOversaw the design, development, and maintenance of data models, algorithms, and dashboards to support data-driven decision-making. Developed and executed replenishment and inventory strategies aligned with the organization's goals and objectives. Created a formal demand planning process to collaborate with sales and marketing teams to forecast demand for products, ensuring accurate inventory levels. Optimized inventory levels to meet customer demand while minimizing carrying costs and stockouts. Increased weekly Walmart replenishment fill rate by 23bps and Target replenishment fill rate by 12bps. Instituted preliminary S&OP process to foster collaboration and communication between Sales and Operations teams. Established relationships with supplier partners to ensure timely and cost-effective replenishment of inventory. Partnered with IT and Sales Directors to ensure seamless integration of data analytics solutions with existing systems and processes. Generated reports and provided regular updates to senior management on key performance metrics and the effectiveness of replenishment strategies.
Director, Inventory & Fulfillment Planning
Bob's Discount FurnitureDirector, Inventory & Fulfillment Planning
Aug. 2019 - Apr. 2024Manchester, CTCreated and owned inventory strategy and service level planning model by setting targets based on industry best practices and company directives/priorities. Lead the company's inventory optimization initiatives by developing the process of scientifically determining the right inventory levels across the supply chain. Accountable for inventory optimization in order to consistently achieve service level goals while minimizing inventory investment across the supply chain. Partnered with Merchandising, Supply Chain, and Finance to align inventory system controls (minimum order quantities, min/max, safety stock, velocity rankings) with business objectives. Ensured analysis and communication of the impact of proposed changes. Oversaw the execution of key inventory control parameters that drove the planning and execution system. Aligned with Finance on corporate inventory targets. Lead the Fulfillment Planning team, with the charter of creating, implementing, and enforcing Bob’s inventory management strategy, focused on ensuring availability of supply to meet customer demand and minimizing excess. Proactively identified and forecasted potential inventory issues and worked on mitigation. Developed MS Power BI dashboards and reporting to communicate inventory information by category, site, region, and channel to all levels within the organization. Lead integration of demand forecasting, supply planning, and replenishment teams end-to-end to ensure that the company's financial, competitive, and customer objectives were achieved.
Sales & Operations Planning Manager
Crabtree & EvelynSales & Operations Planning Manager
Sep. 2017 - Jul. 2019Woodstock, ConnecticutImplemented a formal SIOP process for the US and Canadian markets, which total $50 million in revenue, while effectively managing change within the organization. Manage all inputs to SIOP strategy, leading collaboration between Sales Channel Heads, Marketing, Demand Planning, Supply Chain and Finance to gain the information necessary to effectively execute the SIOP on a monthly cadence. Facilitate the cross-functional connectivity within the SIOP meetings in order to gain alignment to the consensus forecast. Proactively guide discussions with sales teams to review promotions, seasonal impacts, advertising plans, and other events. Manage all outputs from the SIOP plan, ensuring alignment of process and information, document and publish forecast rationale along with identified risks and opportunities to Executive leadership, as well as key stakeholders. Partnered with IT, external SAP consultants and business unit leaders in developing a new technical solution for market level inventory allocation in order to address the challenge of not having visibility to warehouse inventory. Created documentation and training materials for the new inventory allocation process and successfully rolled out the process to multiple departments. Developed weekly inventory KPI reports to begin tracking ownership relative to forecasted sales plans, which were instrumental in identifying excess inventory and reducing ownership from 20 weeks of supply down to 8 weeks. Assumed responsibility for Amazon product catalog to remove discontinued products and transition existing ASIN’s to newly repacking items. Analyze out of stock issues on Amazon and identified opportunities to improve by developing a process to ring fence inventory internally. This resulted in a significant increase to the Amazon order fulfillment rate, going from an average weekly fill of 52% to 98%.
Senior Sales Analyst
Melissa & Doug, LLCSenior Sales Analyst
Apr. 2016 - Aug. 2017Wilton, CTResponsible for four national brick & mortar and e-commerce retail accounts totaling $10 million in revenue. Compile and analyze weekly, monthly, quarterly, and annual sales performance and financial data for assigned accounts. Analyze sales, inventory, sell thru, gross margin, markdown and shipment information to extract and interpret data for the purpose of determining past performance and/or to project future results of each retail account. Provide a detailed by-item shipment forecast for each account monthly. Develop customer specific topline sales and shipment plans by month in collaboration with the Sales Team. Collaborate with product development and supply planning teams on production of retail customer specific items. Developed and trained other sales analysts on account specific performance metrics dashboards to identify areas of improvements and drive performance for the total company.
Merchandise Planner
Beall's, Inc.Merchandise Planner
Mar. 2015 - Mar. 2016Bradenton, FLDevelop original financial plans at the Division, Department and Class level to include sales, inventory, markdowns, gross margin and turn rate for an annual sales volume of $110M. Create conceptual assortment plans seasonally that support financial plans. Adjust assortment and financial plans throughout the season as related to store performance and OTB reforecast. Directly supervise and mentor Store Allocation Analyst and Location Planner which includes interviewing, training, and planning, developing and assigning work load. Provide leadership with regard to allocations, store/regional analysis, and general development. In partnership with Buyer, hold monthly strategic review meetings to include Planning Manager, DMM and Store Analyst, to discuss overall strategy for current shipping period, identify exception styles, current and additional needs and assortment plan review. Participate in semi-annual corporate business strategy presentations with regard to financial planning, seasonal programs and Bealls Outlet Executive Committee updates. Conduct analysis by store to identify growth opportunities or disparities. Develop actionable strategies with business partners to maximize sales and gross margin opportunities and minimize loss. Provide Buyers with market trip plans to include dollars and units as related to OTB reforecast, receipt plan and store needs. Awarded Planner of the Month in December 2015 for exceeding sales plan by $417K in Toys.
Planning & Inventory Manager, Walmart Account
LEGO GroupPlanning & Inventory Manager, Walmart Account
Sep. 2011 - Feb. 2015Enfield, CT Provide dedicated analytical and forecasting support to the LEGO Operations Team along with the Director of Sales on behalf of Walmart.  Develop item level account forecasts for three business categories totaling $398M which resulted in +22% in sales over 2011 with only a 6% increase in inventory.  Monitor the joint business plan and item level forecasts to make adjustments based on mix, market and account dynamics.  Lead the continuous development of promotional plans to ensure alignment to LEGO’s promotional strategies as well as supporting the unique customer value proposition that Walmart has with their consumers.  Collaborate with Walmart Replenishment Managers on strategic allocation and replenishment plans that increased turns from 3.23 to 4.78 in 9 months.  Developed a top store/top item replenishment process to flow inventory to the most profitable stores in times of short supply.  Provide direction and suggestions to Walmart on items and quantities to order to achieve best possible return on investment results.  Partner with Supply Planning and Allocation teams regarding anticipated order volumes and projected inventory levels.  Account Planning representative on key projects including GCPS (Global Customer Planning System) and Demand Sensing Project with Supply Chain.
Manager of Allocation, D2C US
LEGO GroupManager of Allocation, D2C US
Jun. 2010 - Aug. 2011Enfield, CT Responsible for creating and driving all strategic goals within the Merchandise Allocation group for 60 US and Canadian Brand Retail Stores as well as the e-commerce LEGO website totaling $307M in revenue.  Owner of the allocation and inventory control processes as well as all inventory acquisition and stock levels within the LEGO Brand Retail North America stores and the Shop at Home NA fulfillment center.  Created an automated Visual Basic Excel allocation tool with an outside consultant to streamline the decision logic and cut the manual order creation time from 2 hours per store down to 1 hour per store.  Develop and direct the allocation team to utilize the allocation OTB worksheet to successfully manage the inventory in the chain resulting in a 20% increase over planned sales while ending with 3.6% less inventory than planned for 2010.  Minimized out of stocks through proactive reporting of forecast and supply issues which resulted in a 93% in stock on the top items in Q4 2010 and a 98% in stock in Q4 2011.  Was the key driver for the first Continuous Improvement pilot which enabled the team to enhance the allocation process and collaborate with IT to improve even further.  Provide mentoring and coaching to the six person Merchandise Allocation team that produced effective acquisition, allocations and replenishment of stock to all stores.  Successfully completed 26 US new store openings between 2009 – 2011 with stock levels on target to support both soft and grand opening events resulting in record breaking sales.
Allocation Analyst
LEGO GroupAllocation Analyst
Nov. 2004 - May. 2010Enfield, CT Manage the intake and distribution of merchandise to maximize sales and gross profit in assigned Brand Retail stores.  Ensure available stock was correctly distributed using the allocation and forecast worksheets.  Developed a completely new allocation process centered on item level performance instead of store level performance and successfully completed the project from inception to roll out to the entire allocation team.  Monitor and analyze Brand Retail Store stock levels to identify opportunities such as stock transfers and discounts.  Communicate with distribution and warehouse teams to ensure all stores delivery timelines were adhered to.  Collaborate with marketing and visual merchandising to ensure Brand Retail store inventory was adequate for the support of event calendars, promotional campaigns, window launches and primary and secondary launches.
Materials Manager
Connecticut Light and Power CoMaterials Manager
Sep. 2002 - Oct. 2004Newington, CT
Allocation Analyst
Ames Department StoresAllocation Analyst
Jan. 2000 - Aug. 2002Rocky Hill, CT
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