CORPORATE STRATEGIC PLANNING AND ANALYSIS
Successful at developing comprehensive corporate and departmental strategic and tactical plans and using analytics to measure success, identify areas for improvement, and support informed executive decision-making.
* Highly skilled at leading special projects and studies – from defining the problem to visualizing end results, developing a project plan, collecting data, analyzing results, and making recommendations to management.
* Experienced at developing tools and techniques to monitor corporate key performance indicators and industry metrics, and identifying trends and issues which impact the strategic plan.
* Adept at performing financial and investment analysis, discounted cash flow, and pro forma analyses to maximize returns and limit risk.
PROFESSIONAL EXPERIENCE
W.S. BADCOCK CORPORATION INC. – Mulberry, FL
One of the largest privately-owned home furniture retailers with 307 furniture and appliance stores located across the southeastern United States generating annual revenues of $600 million.
Director of Business Analysis and Planning, Finance Department (1999 to Oct. 2008)
Consulted with senior management on all aspects of managing the business. Member of Corporate Strategic Planning Committee responsible for the development and management of key strategic initiatives and special projects. Change agent credited with introducing to management “balanced scorecard” methodologies to measure key success factors. Coached a staff of three analysts.
Corporate Strategic Planning:
* Project Manager for Corporate Strategic Planning. Developed strategic planning document working with the Executive Vice President of Strategic Planning, the Strategic Planning Committee, and KPMG. Managed and evaluated planning process with Microsoft Project Management software.
* Led and facilitated the strategic planning process for the Merchandising and Retail Operations departments, resulting in doubling of corporate profits. Created Vision, 5 Year Strategy, Critical Success Factors, Key Performance Indicators, and Departmental Scorecards. Efforts resulted in cultural change with emphasis on individual accountability.
Special Projects / Studies:
* Delivered a variety of strategic market assessments to New Business Development, which led to entering the Rent-to-Own business, enhanced floor layout for youth furniture, and updated company Ecommerce/Web Site.
* Created and implemented a Site Selection Process with use of AnySite Site Selection and MapInfo Sales Predictability Model incorporating demographics, business and lifestyle data, and store financial pro formas. Efforts resulted in optimized store locations and sales, and in one case, saved the company $5 million.
* Partnered with the Information Technology Department for improved Business Intelligence. Created data cubes and data warehouses; designed management team and executive dashboards. This allowed for knowledgeable decision making, such as the creation of a customer credit management database and cube which contributed to new delinquency modeling, saving the company $500,000.
* Participated on Web Development Ecommerce Team and used Google Analytics for analysis. Provided direction to improve web site design and look.
* Developed the Merchandising Department Category Management and Planning Process to optimize product mix and margins contributing to improvement in profitability by 200 basis points. This process was a key contributor to the company’s doubling of profits in 2003, and has continued to be applied in supply chain and merchandising.
Financial and Data Analysis:
* Performed a variety of financial and investment analyses to limit risk and maximize return on investment.
* Analyzed credit risk and profitability of existing in-house customer credit financing packages. Introduced new 24-month interest free financing and 36- month extended terms financing.
* Developed Business Forecasting Model and Regional Economic Analysis which resulted in improved business planning and providing supply chain with indicators to better manage inventory flow.
SCHERING-PLOUGH HEALTHCARE PRODUCTS, INC. – SOUTHEAST DIVISION – Tampa, FL
$27 million division of $850 million consumer package goods company
Customer Business Analyst – Southeast Division (1998 – 1999)
Provided the director with key business statistics to monitor sales performance and track competitive activity. Planned, coordinated and monitored monthly forecasts and business plans. Consulted with business managers to establish customer business strategies and annual sales plans. Created internal presentations for corporate executives as well as business reviews and sales presentations for major retailers.
BUDD MAYER COMPANY, INC. – Tampa and Miami, FL
$60 million food and general merchandise broker
Regional Director, Category and Business Development, Tampa FL (1997 – 1998)
Director, Marketing and Sales Development, Tampa FL (1993 – 1997)
Manager, Marketing and Information Services, Miami FL (1990 – 1993)
Led category management, sales development, sales technology, and training programs. Created synergy among operating divisions facilitating business development opportunities with manufacturers and retailers. Focused on strategic direction and positioning of the department for future industry developments.
* Created a proactive, team-oriented department, staff of 14, consulting business managers, manufacturers and retailers to increase sales and profits. Managed a budget of $1.2 million.
* Created sales strategies and prepared sales presentations using category management selling techniques. Used retailer syndicated data, space management and consumer demographic lifestyle/lifestage data. Contributed to increasing new products and/or existing product distribution for over 200 items, raising additional revenues over $3 million.
* Prepared multi-media presentations for new manufacturer interviews and account reviews. Contributed to bringing in new lines of business with annual income of over $8 million.
* Developed relationships with largest manufacturers and retailers, getting personally involved with their business. Prevented minor issues from becoming major problems or loss of product lines.
EDUCATION / SEMINARS
M.B.A. Marketing, George Washington University – Washington D.C.
B.S. Business Administration and Transportation, University of Maryland – College Park, MD.
Seminars and Conferences: Self-taught in Kaplan and Norton Approach to Scorecards and Strategy Development; Farr Associates Intensive Executive Development Workshop; American Management Association Seminar – Finance Analysis for Finance Managers; Partnering Group Category Management Seminars
SPECIALTY SOFTWARE
Proficiency in A.C. Nielsen, IRI, ProClarity OLAP, Hyperion Essbase, Statistical Package for the Social Sciences (SPSS), Mini-Tab Statistics, Map-Info Target Pro and AnySite, Microsoft Access, and Google Analytics. |
