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Work Background
GenpactSenior Manager
Jun. 2021 - Sep. 2022Wilkes Barre, Pennsylvania• Identify data source(s), prepare and analyze client data to identify opportunity areas and drive financial service efficiencies within the OTB / BTC process
• Provide Project Management and Deduction/SAP/Trade SME support for implementation of digital and AI projects to reduce waste and execute lean processes
• Develop process improvement work streams from business case through implementation of suggested improvements ensuring resolution of actions and project timelines are completed timely
• Share best practices across multiple verticals/teams and provide strategic direction
• Work directly across multiple stakeholders including client leadership (CFO, VP, Head of Sales) and offshore delivery centers to provide project and operations updates inclusive of new initiatives and overall financial analysis
• Manage direct reports through establishing team routines/rituals, outlining roles and responsibilities, 1-1 reviews and yearly performance reviews to ensure the team is meeting both client and company goals
• Coordinate with leadership across multiple delivery centers to accomplish financial objectives through forecasting requirements, trend analysis, analyzing variances and initiating corrective actions
GenpactManager
Jul. 2018Customer relations lead for CPG Client for North America for Order to Cash (OTC) / Bill to Cash (BTC) Procedures
• Review key metrics (KPIs/SLAs) to identify training opportunities and process improvements with the OTC/BTC processes.
• Partner with internal operations leads to provide training, review/govern internal and external audit and compliance guidelines drive process improvements and implement policy changes
• Lead meetings with Client and Operations (multiple delivery centers) to review areas of concern/escalations and implement action plans.
• Lean Digital Ambassador for BTC team
• Complete internally and external BTC process audits including reviews with external companies for compliance adherence
• Provide Ad Hoc reporting to Sales and Finance teams to provide analytics on checkbook spends, Retailer performance, trade budget write offs and to assist in identifying end customer trends and changes in behavior.
• Assist in enforcing Customer audit/compliance/policy and procedure changes. In addition, act as a SME and provide UAT system testing for SAP/CRM upgrades and changes.
• Participate in weekly and ad hoc IT system issue calls to drive efficiency and process changes.
• Provide operations training support in areas pertaining to deduction management including journaling, deduction validation and resolution.
GenpactAnalyst and Assistant Manager
Jul. 2014 - Jul. 2018 Demonstrated ability to be adaptable, continuous learning and self-development including leadership skills to receive two promotions from 7/2014 to 7/2018.
• Assist the Customer Business Team (CBT) in providing trade funding analysis to identify and implement process changes, training opportunities, and changes in marketing conditions/sales trends for multi-million dollar budget.
• Process Post Audit claims (invoices) end to end in the OTC cycle dating back 3 years against archived data (customer POs, contracts, claims and invoices) and budgeting current trade funds to minimal impact.
o Completed in SAP, Keystone, Siebel, TPM and Customer Portals
▪ Extensive use of ECC/UDM for both Keystone and SAP to research prior deductions, cash application and previous claims, in addition to working/coding incoming deductions.
• Use sales analytics to determine post audit claim validity; post even reports using analytical toolkit - including Market 6, Retail Link, Nielsen Answers on Demand, RSI, create reporting templates, etc.
• Frequent travel to assist in knowledge transfer SME and training activities to assist in the OTC/BTC services transition including traveling internationally to offshore delivery centers for training during Trade Pay Transition.
Kraft Foods GroupSales Service Associate
Mar. 2014 - Jul. 2014
Mountain Research, LLCAdministrative Marketing Representative
Sep. 2010 - Nov. 2013Altoona, Pennsylvania Area•Provide hydrogeology department support by performing background researches (i.e. historical deed/title searches, property record information, order EDR Reports and property tax map information).
•Oversee and prepare all proposal activities (i.e. cold calls, costing, proposal and / or request for proposal (RFP) preparation, USTIF bids, proposal follow up, and contract preparation).
•Increase proposal development and productivity, research and track bidding opportunities. •Develop, coordinate or assist with special marketing projects and attend networking/marketing events
•Participate in development of marketing materials, i.e. brochures, postcards, statement of qualifications, etc. •Coordinate in-house training courses and perform administrative duties for training consultant.
•Set up and maintain project documentation within VISION software, electronically and physically.
•Provide administrative support for the Accounting department with generating invoices, work in progress reports and account statements, collection calls, preparing daily deposits, organizing and maintaining all filing and billing folders.
•Update weekly status of proposals, clients, projects and departments sales.
•Provide basic administrative support duties (i.e. answering phones, managing calendars, meeting notes, customer service, supply orders, etc) and Cross-train in interdepartmental functions, as needed.
Lake Raystown Resort, Lodge & Conference CenterConference Center Operations Manager
Jan. 2007 - Dec. 2010•Scheduling of maintenance and design of event setup for multiple indoor (including 20,000 sq. ft. conference center) and outdoor venues throughout the 400 acre Resort.
•Scheduling of all staff and oversee all staff during execution of food and beverage service for restaurant and private events.
•Ordering of supplies, equipment and food/beverage items.
•Handled Financial Reports dealing with daily profits, billing, payroll and inventory.
•Programming and data entry on EventPro booking software.
•Very efficient in HSS and Visual One hotel booking systems.
•Developed new employee training manuals, cleaning schedules and operations procedures.
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