About
I thrive on solving complex financial challenges, uncovering insights in data, and driving smarter business decisions. With over 18 years of corporate retail experience in financial planning, forecasting, inventory management, and analytics, I’ve built a career around transforming numbers into strategic action. Whether it’s optimizing pricing strategies, identifying hidden revenue opportunities, or refining forecasting models, I enjoy tackling the kind of problems that make a real impact on the bottom line. My expertise extends beyond just crunching numbers...I specialize in turning raw data into clear, actionable insights that influence high-level decision-making. I’ve built financial models that improve accuracy, automated reporting processes that save time, and developed dynamic dashboards that give leadership real-time visibility into performance. Tools like Power BI, SQL, and advanced Excel functions are integral to my work, but what truly sets me apart is my ability to interpret…
Experience
Merchandise Planner
JCPenney · Plano, Texas, United States
• Built and governed the financial roadmap connecting a dynamic product portfolio to corporate KPI targets, serving as the key financial liaison across merchandising, supply chain, sourcing, and digital teams to align strategies and optimize operational efficiency • Owned revenue forecasting, pricing strategy audits, and inventory investment decisions, ensuring path to profit, while proactively identifying financial risks and opportunities • Developed and streamlined financial reporting and analytics, enhancing inventory forecasting, variance analysis, and demand planning to improve forecast accuracy and reduce stockouts • Served as the key financial liaison ("category CFO"), providing detailed KPI analysis, scenario-based promotional modeling, and strategic insights across product lines, sales channels, and customer segments • Controlled product pricing and discounting strategies, leveraging competitive benchmarking and data-driven decision-making to optimize margins and sales perform…
Business Analysis Manager
T-Mobile · Frisco, Texas, United States
• Delivered accurate and timely financial performance analyses across channels, identifying key drivers impacting sales, customer experience, activations, and promotional effectiveness, ensuring data integrity and actionable insights for executive leadership • Led the weekly Business Performance Review, presenting comprehensive analyses, financial insights, risks, opportunities, and strategic operational initiatives to designated Regional Senior Vice President, Market Directors, and District Managers • Conducted advanced analytics and statistical modeling, leveraging SQL and Power BI to analyze customer activation trends, revenue performance, and operational efficiency • Collaborated cross-functionally with finance, marketing, and field management teams, optimizing investment decisions to drive revenue growth and margin improvement aligned with organizational goals • Served as the primary financial liaison for regional field teams, developing detailed KPI reporting tools, facilitating…
Financial Planning Manager
JCPenney · Plano, Texas, United States
• Developed, implemented and managed total company ecommerce annual financial plans through P&L revenue and expense forecasting, reconciliation, and scenario-based financial modeling • Led cross-functional coordination with Supply Chain, Marketing, Technology, Retail Operations, and Accounting to consolidate and validate P&L revenue and expense forecasts, ensuring consistency for all updates ranging from weekly financial reviews to the 5-year LRP’s • Maintained and updated ecommerce operating statement on a monthly and yearly cadence for all shipping methods • Developed and enhanced robust financial models for capital investment decisions, clearly quantifying financial impacts, customer retention implications, and net present value (NPV) analysis to inform strategic investment decisions • Managed headcount and labor budget through forecasting, analysis, and reconciliation for digital and product management teams • Built and implemented detailed financial dashboards and scenario-based m…
Merchandise Planner
JCPenney · Plano, Texas, United States
• Built and managed financial roadmaps connecting product assortment to corporate sales targets • Owned omni-level category open-to-buy through the consistent analysis of sales trends, pricing, margins & GP, inventory, competition, and overall productivity against corporate targets and initiatives • Cross-functionally partnered with merchandising, field team, finance, marketing, eCommerce digital team, IT, supply chain, and legal to provide insight or resolve issues in path of reaching company goals • Orchestrated resolve for aged or unproductive inventory through promotional strategies, return-to-vendor, or third party sell-off (B-Stock) • Managed financial impacts related to pricing strategies, promotions, and operational expenses • Created dashboards and statistical models to identify revenue opportunities across products, customers, and locations • Facilitated company rollout of new “Profitability Tool” and “Supplier Performance Summary”, creating consistency between vendors and JC…
Business Analyst
JCPenney · Plano, TX
• Led end-to-end inventory planning process, aligning product-level productivity with open-to-buy budget parameters • Owned allocation process for assigned categories to effectively implement a “right product, at the right place, at the right time” strategy • Conducted variance analysis and forecast assessments, identifying upside potential and risk factors to ensure alignment with financial and assortment targets • Monitored key financial KPIs, including sell-through rates, turn rates, and margin performance, ensuring optimal inventory positioning across stores and distribution centers • Partnered with vendors to develop strategic product assortments and sales plans for upcoming seasons • Designed and implemented a daily forecasting tool for peak seasons, reducing stockouts and maximizing productivity
Account Manager
Driveline Retail Merchandising · Dallas/Fort Worth Area
• Managed national vendor merchandising projects for big box retailers (Walmart, Kroger, Dollar General, etc.) from set up to execution, acting as a liaison between stakeholders to ensure alignment with strategic and financial goals • Built strong partnerships with stakeholders by providing data-driven insights and strategic recommendations • Led training in advanced Excel and data manipulation, improving financial analysis and variance assessment capabilities • Assisted in financial modeling and analysis to identify risks, opportunities, and trends that inform business decisions • Solved project compliance issue impeding timely completion of merchandising contracts via misidentification of packages
Merchandise Business Analyst
The Walking Company Holdings, INC · Westlake Village, CA
• Led product buying, financial planning and allocation for a $100M assortment, ensuring alignment with corporate objectives and revenue targets • Collaborated with vendors and executive leadership to coordinate buy plans, assortment strategies, and assess the financial impact of pricing and promotions • Provided data-driven insights into industry trends, business objectives, and financial opportunities to optimize decision-making and maintain a competitive edge • Capitalized on cost saving measures for purchase orders by implementing long-term agreements, which resulted in discounts of 5%-10%
Replenishment Planner
Harbor Freight Tools · Calabasas, California, United States
• Managed DC-to-store allocations for multi-unit national store base • Provided sales forecasts for promotional mailers using variance analysis on price, trends, inventory levels and competition • Created purchase orders based on seasonality, supplier availability and end of year tax implications on inventory levels • Maintained Lowest Average Variance (LAV) between forecasts and actualized sales, out of 20 team members and earned the “Master Forecaster” award
Education
University of Arizona
B.S., Economics
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