Pricing Analyst - Carrier Enterprise - Charlotte, NC
(2025-04)
- Maintains 80,000+ pricing records for the largest market in our repertoire, Florida
- Investigates and approves margin holds daily in CSD
- Collaborates with product management to verify SKUs and price sheets are up to date
- Maintains margins for weekly cost updates using formulas in Excel
- Checks that k-quotes are accurate in HVAC Partners before processing changes in PriceFX
Billback Coordinator - Westrock Coffee - Concord, NC
(2024-03 - 2025-04)
- Parsed through Excel and PDF files (containing anywhere from one to 1,000+ rows) from distributors and processed my findings in NetSuite, making an impact on the general ledger
- Utilized price pages to ascertain information such as case prices, contract costs, and UPCs
- Worked with the deductions specialist to ensure that JEs, item codes, and end customers match
- Often lended a hand in processing deductions (rebates, administrative fees, damaged products)
- Accessed several distributor portals to find the required documents and backup
Credit & Collections Specialist - Westrock Coffee - Concord, NC
(2024-06 - 2024-10)
- Reached out to customers with past due invoices and guided them through the payment process
- Prioritized communicating with clients with the largest balances and due dates above 90 days
- Maintained and kept my portfolio above 85%, creating credit memos when necessary
Sales/Replenishment Analyst - Altman Plants - Troup, TX
(2020-01 - 2024-03)
- Utilized Excel (vlookups, pivot tables) to analyze sales trends and kept track of 200+ store notes
- Sent out plant products based on heat tolerance, sales history, and sell through rates
- Became familiar with Evolution 4.0 to create and adjust multiple orders simultaneously
- Established, maintained relationships with, and regularly interacted with area managers and service leads in California to make sure their store needs were being met
