About
I have a consistent track record of influencing marketing, product, and business development initiatives to deliver strategic, operational, and financial results for high-growth and global brands. I successfully utilize data and analytics along with strong business acumen to lead strategy, product, and consumer experience development, as well as drive the creative articulation of the brand vision. I have a solid history of achievement in optimizing existing KPIs, market insights, and reporting capabilities, directing strategy research projects, and recognizing untapped sales, product, and business opportunities. I am well-versed in market and consumer shopper research, third-party data visualization, graphical representation, new product development, executive-level reporting and recommendation, and strategic decision-making support. While serving as an Associate Manager, I have brought value to Ste. Michelle Wine Estates, including “Influenced business to build a new wine brand “Liqui…
Experience
Category Insights Manager / Business Analytics Manager
Present
My role as a Category Insights Manager/Business Analytics Manager at the Wine Group allows me to share industry trends, deep dives into competitive strategies, and evaluate promotional tactics to grow market share. Supporting the the Retail Chains team, I help provide insightful data to our key internal and external partners that help in their decision making. I have also been able to help support the marketing team with positive data points for launches of their new products, while at the same time using those same key insights to help the sales team increase product distribution and employ effective promotional strategies. Highlights of accomplishment in this role include: • Toast Award Recipient from the Commercial Operations VP for finding a way to tirelessly improve retail chain strategy execution during the 2025 planning and streamlining retailer level category insights at over 15+ National Accounts. • Provided brand marketing support to the brand team during the Senior Manager's…
Associate Manager Strategy Insights and Analytics / Associate Manager of Brand Insights
Ste. Michelle Wine Estates · Woodinville, Washington, United States
As an Associate Manager Strategy Insights and Analytics / Associate Manager of Brand Insights at Ste. Michelle Wine Estates, I lead research and analytics initiatives for brand portfolio strategy based on market trends and new business and product development opportunities while reporting to Director/VP-level leaders. I design executive reporting with detailed dashboards to track marketing performance, drive valuable insights, and present recommendations for continuous improvement. Highlights of accomplishment in this role include: • Led the Numerator Shopper Panel contract and headed the launch of a knowledge management platform (Market Logics) company wide. • I provided effective strategy, analytics, and decision-making support to Power Brands (14 Hands, Columbia Crest, H3, Erath, Liquid Light, and Intrinsic) which are one-third of company revenue. • I prepared and delivered compelling stories to business stakeholders using visualization and Microsoft PowerPoint. • I delivered action…
Senior Business Insights Analyst - Marketing Insights and Innovation
Ste. Michelle Wine Estates · Woodinville, Washington
While working as a Senior Business Insights Analyst, I oversaw market research, competitive brand analysis, forecasting, and consumer insights in collaboration with insights and innovation team members for Elicit Wine Company. Highlights of accomplishments in this role include: • I coordinated brand marketing teams on business reviews and was recognized as a lead in standard KPIs reporting and storyboarding development using IRI Unify Liquid data platform. • I delivered hands-on leadership to marketing teams with consumer and shopper insights from Numerator platform.
Senior Business Intelligence Analyst - Business Intelligence Group (Big)
Throughout my career as a Senior Business Intelligence Analyst, I communicated weekly business updates on marketplace trends and presented weekly KPIs to the organization. I delivered business insight support to cross-functional teams, including sales and marketing. Highlights of accomplishments in this role include: • I was recognized as an active and top-performing team member for demonstrating a commitment to high standards of performance excellence in business intelligence and insight-based recommendation. • I facilitated executive and marketing teams in well-informed strategic decision-making using Retail (IRI/Nielsen) and Internal Shipments and Depletions data from an internal data warehouse. • I headed imported channel business reviews, participated in high-level meetings, and attended a major industry conference with sales team members in 2018.
On-Premises Sales Analyst - Business Intelligence Group (Big)
Ste. Michelle Wine Estates · Woodinville, WA
While serving as an On-Premises Sales Analyst, I facilitated development and maintenance of precision selling territory lists for the sales department. I functioned as a go-to person for responding to queries for on-premises sales while overseeing on-premises resources for company and third-party resources and data vendors. Highlights of accomplishments in this role include: • I was acknowledged as SME for preparing, updating, and distributing a newsletter with trends in the on-premises sector and sales stories that salespeople used as collateral. • I designed market research reporting for on-premises channels, including on-premises Insights Publication, Guest Metrics Trends, and Nielsen CGA resources. • I optimized sales stories and customer presentations by mentoring and supporting national sales account directors on optimal utilization of systems and data.
Senior Staff Accountant – Fixed Assets
Working as a Senior Staff Accountant, I delivered monthly and annual reporting in a timely and accurate manner, such as reconciliation for financial and tax requests (specific Joint Venture needs, SOX, and PBC). I administered annual physical inventory cycle counts, barrel additions, and vineyard development. I prepared personal property returns and tax payments related to property. Highlights of accomplishments in this role include: • I oversaw capital requests of nearly $25 million per annum and was recognized as a resource to multiple departments for capitalization rules of GAAP and Altria (Parent Company) policy. • I managed fixed asset accounting in J.D. Edwards, including capital additions, disposals, and transfers for approx. $400 million in assets. • I served as a Chair of quarterly PP&E Committee Meeting and accounting liaison for new PPM management solution deployment.
General Accounting Supervisor and Senior Financial Reporting Accountant
While serving as a General Accounting Supervisor and Senior Financial Reporting Accountant at PACCAR, I led financial department operations, including journal entries approval, and transactions posting to GL, reconciliation of inter-company debt transactions and capital budget projects. I synchronized month-end process of closing entities reporting packages to corporate consolidations and development and review of internal financial reporting.
Senior Staff Accountant
Vine Dahlen PLLC · Lynnwood, WA
Working as a Senior Staff Accountant at Vine Dahlen PLLC, I delivered public accounting services for individuals and businesses in multiple industries, including manufacturing, professional services, not-for-profit, and real estate. • It is worth mentioning that I secured the second highest chargeable percentage of hours worked (67.42%) for the firm. Generated 3x annual salary in billable hours.
Payroll Representative Ii and Associate Manager
Eddie Bauer · Redmond, WA
While serving as a Payroll Representative II and Associate Manager at Eddie Bauer Inc., I processed Bi-weekly multi-state payroll for approx. 172 retail stores and 3250 personnel while serving as a liaison between store management, HR, and retail.
Education
Central Washington University
Master's degree, Professional Accountancy
University of Washington
Bachelor of Arts (BA), Business Administration, Focus in Management
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