Resourceful Commercial Operations Specialist skilled in streamlining processes and enhancing compliance. Proven ability to manage statewide initiatives and foster collaboration with cross-functional teams to drive efficiency and measurable results.
Streamlined Commercial Operations and Trade Development processes for consistent statewide implementation
Partner with SVP of Commercial Operations on quarterly business review foundation work
Managed statewide tracker for educational and incentive supplier trips, ensuring compliance across all activities
Supported implementation of trade shows across multiple venues, enhancing visibility and engagement
Proofing and approval of digital print jobs for accounts from sales
Communicate details for current and future supplier programs
Business Analyst, General Sales Market
Southern Glazer’s Wine & Spirits
01.2021 - 01.2023
Conducted sales and brand analyses based on management requests to inform strategy
Developed sales trackers to monitor monthly quotas and identify trends
Provide marketing and sales tools for efficiency across the regional sales force
Create sales proposals for accounts
Pre foundation work on 4 annual sales meetings (location contracts, presentation, follow up)
Chain Department Supervisor / Account Management Coordinator
Southern Glazer’s Wine & Spirits
01.2012 - 01.2021
Led medium to high complexity cross-departmental initiatives, ensuring collaboration and alignment across teams
Partner with Account Executives to maintain customer sales and service goals and standards
Developed proposals and projects with Account Executives to deliver tailored marketing materials for customers
Supported sales department by analyzing customer service sales data and generating reports to inform strategy
Addresses customer concerns, requests for information and resolution of freight discrepancies
Actively participate in Chain account headquarter training sessions for implemented business tools
Assist in brand promotion by engaging customers and staff in creative activities and demonstrations
Assist the merchandising team with the implementation, maintenance and execution of seasonal floor plans
Executive Support Manager
Southern Glazer’s Wine & Spirits
01.2005 - 01.2012
Resolved issues and provided recommendations to Director of Executive Support
Collaborated with other department Executive Assistants to share information and provide necessary support
Review, authorize confidential and sensitive documents for Executive Assistant files and team meetings
Identified and eliminated barriers to enhance accuracy, efficiency, and quality within the team
Lead team communications regarding metric results, policy adherence, and process consistency
Maintain the team in accordance with company policies and procedures including effective staffing, work planning, corrective action and conflict resolution
Executive Assistant – Golden State Chain Division / Chain Lead
Southern Glazer’s Wine & Spirits
01.1999 - 01.2012
Coordinated Executive VPs of Chains' professional calendar, optimizing scheduling for maximum productivity
Worked at all levels of the Executive’s organization to facilitate workflow and efficient process
Organized Chain Division team and supplier meetings
Maintained oversight of program incentive documents for timely approval and proper signage
Provided administrative duties required to effectively handle customer orders and department related requests
Designed group activities, department parties, off-site team meetings, team building events, etc.
Streamlined acquisition of office services and equipment, ensuring all office equipment functioned effectively
Partnered with our HR and management to provide in-house HR needs for the department
Education
High School Diploma -
Calaveras Hills High School
Milpitas, CA
06-1993
Some College (No Degree) -
Mission College
Santa Clara, CA
Skills
Compliance management
Data analysis
Data analytics
Business intelligence
Account management
Relationship management
Sales tracking
Brand management
Marketing strategy development
Trend forecasting
Strategic planning
Process analysis
Digital graphics
Adobe Acrobat
Tableau
DemandTec IBM
Teradata
SAP Business One
Microsoft Office Suite
Office 365
SharePoint
Kronos
Compass software
Liquid management
Proofing skills
People management
Team collaboration
Cross-functional communication
Attention to detail
Problem solving
Reliability
Business intelligence
Process analysis
Reliability
Current Company Skills
Compass
Liquid Management
Proof
CQD Management
Core Competences
Excellent written and verbal communication skills
Customer service skills to work successfully with clients and cross-functional teams
Escalation management experience
Ability to integrate diverse perspectives in critical situations to aid issue resolutions
Aptitude for learning new systems and implementing how to utilize in a customer-facing environment
References
Available upon request
Current Company
sgws PROPIERTARY
Specialties - Key Strengths
Brand Management
Trend/Forecasting/Projections
People Management
Digital Graphics
Sales & Inventory Tracking
Account Management
Strategic Planning
Analytics
Relationship Management
Accomplishments
Best of the Best Chain Top Performer Nominee - 2020
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.
Business Operations Manager (Executive Assistant & Legal Compliance) at Home Efficiency ExpertsBusiness Operations Manager (Executive Assistant & Legal Compliance) at Home Efficiency Experts