Renee V. Wrenn
Finance Business Partner, Commercial Sales
Seattle, WA · (206) 555 0120 · name@example.com · linkedin.com/in/reneevwrenn
Key Qualifications
EXPERIENCE
Nine years in commercial finance across beverage and household products
INDUSTRIES
Consumer packaged goods, beverage manufacturing, grocery distribution
SPECIALTIES
Pricing, trade promotion returns, customer profitability, rolling forecast
SYSTEMS
Oracle NetSuite, Anaplan, Power BI, Salesforce, Microsoft Excel
CREDENTIALS
Certified Management Accountant in good standing
EDUCATION
Bachelor of Science in finance, master of business administration
Results at a Glance
11
Retail customers
23
Accounts below breakeven
2024
Price move
16
Sales managers
Executive Summary
Finance business partner with nine years alongside commercial sales leaders in consumer products. Builds the pricing, promotion and customer profitability analysis that sales directors use to decide where money goes. Turns the monthly variance review into a short list of decisions rather than a long pack of numbers.
Signature Achievements
- Rebuilt the promotion model for 11 retail customers and found 4 million dollars of spending that returned less than it cost.
- Cut the commercial forecast cycle from nine days to four by moving the account level build into Anaplan.
- Introduced profitability by delivery route, exposing 23 accounts below breakeven and supporting a minimum order policy worth 1.2 million dollars.
- Modeled the 2024 price move on the core line, and the increase held 94 percent of volume against a plan of 90 percent.
- Coached 16 sales managers to read their own profit and loss statement, cutting ad hoc finance requests by a third.
Professional Experience
Finance Business Partner, Commercial Sales
Cascade Harbor Beverage Company, Seattle, WA 2022 to present
Partner to the sales vice president at a regional beverage maker with 200 million dollars of revenue.
- Own the customer level revenue forecast, the promotion spending plan and the quarterly business review pack.
- Review every deal above 100,000 dollars, testing margin after freight, rebates and shelf allowances.
- Walk the results monthly with each of five regional managers and record the two actions agreed.
Senior Financial Analyst, Sales Finance
Rainier Household Goods, Tacoma, WA 2019 to 2022
Supported four national account managers covering mass merchant and drug channels.
- Built the customer profit and loss statements used in annual line reviews with two buyers.
- Reconciled deductions and rebate accruals, clearing an aged balance of 600,000 dollars.
- Prepared volume and margin scenarios for the annual operating plan across 60 items.
Financial Analyst
Emerald Grove Grocers, Portland, OR 2017 to 2019
Analyst for a distributor serving 140 independent stores.
- Produced weekly gross margin reporting by store and category for merchandising directors.
- Supported the budget build and the monthly close for two distribution centers.
- Checked vendor rebate claims before they were billed.
Licensure and Certification
Certified Management Accountant, Institute of Management Accountants
Education
Master of Business Administration, Seattle University, 2021
Bachelor of Science in finance, University of Washington, 2017
Core Skills
Pricing analysis · Trade promotion returns · Customer profitability · Rolling forecast · Annual operating plan · Anaplan modeling · Power BI dashboards · Deal review · Sales partnering