Dynamic Sales Strategy Leader with a proven track record at Wellmore Holdings, driving trade spend optimization and revenue growth. Expert in pricing strategy and financial modeling, I excel in cross-functional collaboration and team leadership, achieving significant trade promotion effectiveness and enhancing profitability through innovative sales planning tools.
Overview
24
24
years of professional experience
Work History
Sr. Commercial Finance Leader
Oberto Meat Snacks
06.2022 - Current
Company Overview: (Division of Premium Brands, Inc)
Lead and Mentor both Sales & Brand Finance Teams, in quarterly and annual financial planning and budgeting
Lead pricing and trade decisions ensuring profitability of all items
Partner with Sales, Marketing and Supply Chain on innovation, providing financial details to Gross Margin
Lead Trade Spend Management monthly close for all Channels ensuring Sales Teams stay within assigned trade rates
Lead Month End Financial Close for both Brand & Sales Finance teams, ensuring that all accruals are accurate
(Division of Premium Brands, Inc)
Sales Strategy Leader North America
Wellmore Holdings
11.2023 - 03.2025
Company Overview: (Private Equity)
Lead Sales & Trade Planning for North American Sales Teams
Lead pricing and trade strategy decisions and ensure profitability while staying within promotional spend guardrails
Lead the creation of Sales Planning and Trade Spend management tools that aid in sales forecasting and trade optimization
Create Plug & Play Price Elasticity models for Wellmore Brands as well as competition to ensure our Pricing and Trade Promotion activity is optimized
Manage Trade Spend Management for all Channels ensuring Sales Teams stay within assigned trade rates, optimizing trade while maximizing revenue
Perform Post Promotion Analytics to ensure Trade Promotion Effectiveness
(Private Equity)
Sr. Customer Business Sales & Trade Planning Manager
Post Consumer Brands
Lakeville
02.2019 - 05.2022
Company Overview: (Division of Post Holdings, Inc)
Prepare and Present weekly Sales and Trade Spend Projections for total Post Consumer Brands, including variance/driver explanations to Chief Customer Officer – presented to CEO each week
Partner with Sales Strategy/Consumer Insights, Customer Development Organization leaders to manage Brand Initiatives, New Product Launches, SKU Rationalization and provide overall Monthly, Quarterly, and Yearly sales plans and projections
Lead the creation of sales and trade spend management tools that aid field sales managers in sales and trade optimization
(Division of Post Holdings, Inc)
Trade Marketing Manager
Post Consumer Brands
Lakeville
04.2018 - 02.2019
Company Overview: (Division of Post Holdings, Inc)
Created sales and trade planning tools that optimized sales and trade planning, and aided in Joint Business planning, enabling field sales to increase share
Managed Pre and Post Promotion Analysis, collaborating with Sales Finance and Category Management helped create optimized sales plans and selling stories for field sales
Managed New Items/Innovation and Promotional/Pricing Strategies for the Grocery Channel
Company Overview: ($1.5 billion privately held global protein snacks manufacturer.)
Leader of TPM Implementation Team, managing enterprise-wide implementation through 'go-live' TPM project, and positioning company for 5% to 10% trade spend ROI improvement within the first year
Directing TPM System operations, training and technically supporting 130-person nationwide field Sales and Broker Team, increasing team productivity, maximizing promotional trade spend and sales volume
Leading Sales Planning/Trade Spend Analyst team
Lead team of 5 direct reports in Sales Planning, Pricing/Trade Strategy and SAP TPM sales support and training
($1.5 billion privately held global protein snacks manufacturer.)
Trade Marketing Manager
jack Links Snacks
Minneapolis
03.2014 - 01.2015
Company Overview: ($1.5 billion privately held global protein snacks manufacturer.)
Trade Marketing Manager – Multiple Channels/Brands, creating/leveraging pricing analytics, trade promotional optimization, and coordinating merchandising strategies that maximize shelf space, advancing brand market presence and market share
Administering/managing $300 million trade promotion budget, collaborating with field sales and Sales Finance teams to implement Budgets and Trade Spending guard rail parameters, creating go-to-market pricing and promotional strategies, optimizing promotional spend with trade promotion analytics, and achieving 10% top line growth objectives within targeted budget parameters
($1.5 billion privately held global protein snacks manufacturer.)
Company Overview: ($33 Billion global beverage manufacturer.)
Developed/implemented trade optimization strategies for major Central US retailers including Target, SuperValu, Albertson's, expanded brand market presence and market share, and consistently hit volume and margin targets
Trained, mentored, Trade Marketing/Sales Planning Team in Trade Spend Optimization concepts, streamlined/improved Target Joint Business Planning process, and achieved volume and margin objectives
Served on Revenue Growth Management Team, conducted trade spend analysis, provided trade marketing direction and insight to planning managers, and optimized trade spend
($33 Billion global beverage manufacturer.)
Manager of Sales Finance/Sales Planning
claas of North america
Omaha
06.2008 - 05.2011
Company Overview: ($5 Billion global farming equipment manufacturer.)
Managed North American sales division budgeting and forecasting processes, prepared/presented monthly executive summary and budget-to-actual and gross-sales-to gross-margin reports to controller, finance director, and VP of sales, and facilitated an informed financial decision-making process
Mentored and supported 5 finance interns
Executed financial and ad/hoc reporting processes across 10 North American product categories, and assured reporting accuracy and integrity
($5 Billion global farming equipment manufacturer.)
Sales Finance/Trade Spend Management Various Positions
conagra foods
Omaha
09.2001 - 06.2008
Company Overview: ($11 Billion-dollar global food manufacturer.)
Managed $100-million Food Service Division Trade Spend budget across all product categories, implemented strategic finance management tactics, and optimized team financial awareness and decision-making processes
Served as Sales Trade Marketing/Customer Service Department liaison during SAP TPM Implementation, tracked, entered, and approved sales promotions, and assured trade promotion accuracy
Developed and presented trade marketing promotional reports to senior leaders
Collaborated with Field Sales Team, audited and validated customer trade promotions, and assured funding allocation accuracy and integrity
($11 Billion-dollar global food manufacturer.)
Education
Bachelor of Science - Finance
University of Nebraska
Lincoln, Nebraska
12.2001
Skills
Trade Marketing
Trade Spend Optimization
Sales Planning
Sales Finance
Pricing Strategy
P/L Management
Revenue Growth Management
Sales and Trade Forecasting
SKU Rationalization
Integrated Business Planning
Cross Functional Partnerships
Project Management
Team Leadership
Relationship Building
Post promotion analysis
Sales forecasting
Trade promotion management
Pricing strategy
Financial modeling
Cross-functional collaboration
Trade spend optimization
Data analytics
Team leadership
Strategic planning
Scenario planning
Team collaboration
Organizational skills
Problem-solving aptitude
Professionalism
Business strategy
Timeline
Sales Strategy Leader North America
Wellmore Holdings
11.2023 - 03.2025
Sr. Commercial Finance Leader
Oberto Meat Snacks
06.2022 - Current
Sr. Customer Business Sales & Trade Planning Manager