Anna Sommer Lux

www.estatewinesltd.com

• Streamlined inventory management through data-driven wine procurement processes
• Managed entry, submission, and monitoring of purchase orders
• Coordinated logistics with the trucking company to move POs from New Jersey to California
• Coordinated with warehousing staff to ensure prompt and accurate PO receipt
• Monthly inventory reconciliation of more than 750 line items
• Compiled sales history tracking for sales reps, including monthly and yearly comparison reports in Excel
• Implemented new office procedures for wine ordering, monthly catalog, and sales tracking reports
• Created new inventory items as needed and discontinued as sold out
• Processed sales and inventory month end reports in Microsoft GP
• Updated monthly catalog for internal sales reps and external accounts
• Managed the Whole Foods vendor portal
• Reviewed and posted daily invoices into Microsoft GP, ensuring all information is correct
• Handled semi-monthly payroll processing using Paychex
• Calculated and reported quarterly wine tax and sales tax to the state of California
• Updated website text, photos, and information on wine producers
• Helping manage the closing of the business (January - April 2025)

• Compiled budget forecasts for government transportation contracts
• Reviewed financials for accuracy
• Created Excel reports to monitor budgets

• Paid author royalties

• Submitted grants for the researchers at the Cancer Center

• Office payables