Work experience

Work experience
Aug 2010 - Present

Materials Analyst/Team Lead & Lead Buyer/Planner

Pentair Water Filtration

Analyze, plan and manage the PFEP material flow in the supermarket while tracking parts delivered and part shortages. Develop and institute daily production schedule; monitoring product flow from raw materials to finished goods. Develop and implement strategies to keep inventory at a minimum and production at proper levels while maintaining cost reductions and without sacrificing customer satisfaction. Manage GBU logistics for air freight.• Identify root causes for part shortages and develop corrective action to prevent reoccurring problem.• Expedite materials as needed to meet changes in customer demand or production schedule.• Continually review and audit inventory minimum/maximum stocking levels based on Lean Manufacturing strategies, principals, and calculations.• Monitor and manage domestic and international supplier performance results while seeking continual improvements.• Participate on teams to assist in new product launches, product updates and the ramp down of expired products to minimize customer impact as well as minimizing obsolete inventory.• Design and implement short term and long term business strategy plans that meet / exceed business inventory levels and supplier delivery performance target.• Design and implement process improvements targeted at improved productivity, quality, safety, value engineering, cost and efficiency of operations.• Analyzed freight costs and recommended the development of a logistics air freight quoting process for the GBU to decrease costs. Instituted process and reduced freight costs by $50K in 1 month.

Aug 2009 - Aug 2010

Supply Chain & Materials Manager, Kentucky DC

Pentair Water Filtration

Analyzed, planned and managed flow of materials to ensure appropriate levels of inventory. Developed and implemented strategies to keep inventory at a minimum without sacrificing customer satisfaction and while maintaining cost reductions. Managed internal and external suppliers; majority being international (Mexico and China). • Developed and instituted PFEP, EPEI, SIOP, KPI and dashboards for Kentucky DC. • Developed and initiated a level loaded ordering process for supplying plants while setting production line rates. • Assisted in closing and moving production lines, a production facility and distribution center.• Increased OTD for DC by >50% by bringing in correct product mix and working diligently with suppliers.• Reduced customer past dues by ~$1.5 M by ensuring deliveries were made.• Gained extensive experience in pipeline management (buffer & safety stocks, min/max levels and trigger points) and demand forecasting algorithms/tools.• Demonstrated high levels of aptitude in inventory and demand management, lead-time reduction, MRP/DRP systems, consumption based pull systems, supplier negotiations and price reduction.• Implementation lead on 3 system conversions including the development of a DRP system.• Supervised and developed team of 4. • Leader of and participant in Kaizen and other Lean process events; perform training as needed.

Aug 2007 - Feb 2009

Lead Financial Analyst - Corporate IT

Eaton Corporation

As the lead financial analyst, I consolidated and reported monthly expense and forecast results while serving as liaison for global IT department. Developed financial models and metrics, including long-term forecasts, and key measurement ratios and graphs using standard GAAP format and BI tools. Actively interpreted and reviewed financial results with/made recommendations to senior leaders. • Developed detailed Enterprise Wide IT Spend report used by executive management that enabled quick decisions regarding risks, enablers and results of various management scenarios to meet expense spending challenges for annual targets and profit plan.• Identified a $500K error of IT accounting; corrected in time for quarterly SEC filings.• Identified and correctly posted ~40 accounting codes to properly report >$3M in expenses.• Streamlined the annual IT Percentage of Sales Calculation process; reducing preparation time by >2.5 months. Developed template spreadsheet, reducing calculation time by 1-2 weeks.• Served as SME (subject matter expert) with total responsibility for two budgets; >$8M and >$17M. Streamlined monthly close and reporting process, resulting in 3 day reduction in close time.• Recommended and championed enhancements to IT Billing system; significantly reduced overall error potential, eliminated >5 redundant processes, dropped 1 week processing time. • Performed strategic planning, customer pricing, financial forecasting, short and long range budgeting and involved in process design, development and conversions.• Selected as recipient of e-STAR Award for Exceptional Customer Service.

Dec 2005 - Aug 2007

Data/Financial Analyst & Corporate Reporting Administrator

CTPartners (fka Christian & Timbers)

As a financial analyst, data analyst and corporate reporting administrator, I reported, analyzed and performed financial analysis, quality, compliance and accuracy tracking using business intelligence tools and reporting software. I also trained and mentored all new employees. • Collaborated to develop a Centralized Billing process to generate invoices in a standardized and timely manner.

• Team lead on project conversion teams for Encore and Business Objects system implementations. • Selected as 2005 Audit Project Manager; led the external audit.• Performed tracking and trending of financial and data performance and developed management reports.• Developed process manuals and training documentation for Corporate Training.

Aug 2003 - Dec 2005

Financial Analyst - Sales Compensation

SourceOne Healthcare Technologies

As a financial analyst for the sales compensation department, I analyzed, calculated, tracked and reported on sales commissions, quotas and performance results as well as performed customer pricing. I prepared revenue, margin, quota and equipment sales forecasts that were distributed to >175 sales team members nationwide. Developed detailed reports for specialized sales reps. Served as liaison for Sales/Marketing, Finance and executive management teams.• Converted (from Lotus 1-2-3 to Excel) and automated the Compensation Summary process; resulting in 3-week time savings, including reduction of overtime by >60 hrs/mo. • Reduced supplies usage by 85% in department by switching from paper mail-based distribution system to an electronic-based system. • Recipient of several recognition awards; selected to attend the National Sales Meeting in Florida.• Promoted from Accounting Coordinator to Financial Analyst - Sales Compensation after 1 year.

Jul 2001 - Dec 2002

Senior A/P Coordinator


Responsible for the oversight of >12 employees, international payables and wire transfers. • Implemented paperless invoices via web based imaging system; resulting in 85% decrease in offsite storage costs, 25% increase in processing volume, and 75% reduction in duplicate payments. • Member of Oracle 11i conversion team; performed as department trainer on new system.• Promoted from Accounts Payable Coordinator to Senior Accounts Payable Coordinator within first year of employment.



Various Additional Certifications/Classes

·Harris Lean System (Toyota methodology) training

·Microsoft Office 2000 - Excel for Power Users (Course Score 96%)

·Oracle General Ledger (Course Score 100%)

·Oracle Accounts Payable (Course Score 100%)

·Foundations for Effective Thinking (Course Score 94%)

·The Secrets of Female Leaders (Course Score 96%)

·Performing the Performance Overview (Course Score 100%)

·Leadership Skills for Women - Certification

·Achieving Personal Goals - Certification

2007 - 2009


3.9 GPA, Accelerated MBA Program

Activities and Societies: Lake Erie College MBA Association

Other:  Marketing Research Intern/Consult

  • Internship/consultancy through Lake Erie College with American Roll Form to provide Existing Market Assessment. Researched to identify current markets by product name and to gather competitor information. Established current market share of overall market and revenue size. Developed market stack bars, SWOT analysis and competitor analysis used in strategic marketing evaluation.  Created a Power Point presentation of all data and assumptions, conclusions and recommendations.
1999 - 2001


Graduated Summa Cum Laude with a 3.9 GPA

Scholarships & Awards:  G.A.R. Foundation Scholarship, Lake Erie College Alumni Scholarship, Who's Who Among American Colleges and Universities,  Dean's List (all semesters), The National Dean's List

Activities and Societies: Lake Erie College Commuter Association, Business Department Research Volunteer
1997 - 1999

Before transferring, maintained a 3.76 GPA.

Scholarships & Awards:  Thiel College Dean's Scholarship, Morrison H. Beach Scholarship, Thiel College Dean's Grant, Ohio Instructional Grant, Willoughby South High Booster's/Rebel Mother's Scholarship, All American Scholar Award, National American History and Government Award, Mock Trial Team Award, Who's Who Among American Colleges and Universities,  Dean's List (all semesters), The National Dean's List

Activities and Societies: Lambda Sigma Honor Society (Executive Board Treasurer, Web Site Committee, Ritual Committee, New Member Selection Committee, Freshman Move In Committee, Exam Survival Pack Committee), Sigma Kappa Sorority (Social Co-Chair, Standards Board Representative, Scholarship Committee, Social Committee), Freshman Class Treasurer, Sophomore Class Treasurer, Student Government Association Executive Board Treasurer, Budget Committee Task Force, Thiel Activities Board (Publicity Chair, Crossroads/Special Events Committee, Film/Video Committee Co-Chair), Thiel Ambassador, Resident Assistant, Volleyball Team, Dance Team Co-Captain, Women's Living/Learning/Leadership Center Participant, Steering Committee Member, S.A.D.D. - Co-Founder

Link to Resume - Hardcopy