Derek Defalco

About Derek Defalco

Degreed Strategic Analyst with 17+ years of experience in planning, reporting, forecasting, budgeting and financial analysis. Inclusive and inspirational expert leader in identifying key emerging financial trends and measurement of key performance metrics along with developing tactical and disciplined financial business solutions.Strategic Business Analyst | Senior Merchandise Planner | Financial Analyst | Reporting | BudgetingEmail: d••••••••@gmail.comSenior Analyst excelling in monitoring and identifying analysis of current financial plans versus budget to ensure proper cost controls are in place and risks/opportunities are identified and communicated. Expertise in plan development and forecasting for corporate spend, including margin mix profitability, managing monthly updates and future changes, and providing detailed variance explanations.Expert financial reporting leader specializing in preparing and posting month-end close reports, monthly plan variances, monthly future forecast adjustments, month snap shots of inventory positions and assisting in the internal controls related to revenue, margin, COGS, inventory and other key processes.CORE COMPETENCIES- Data Analysis- Financial Reporting- Forecasting- Budgeting & Financial Modeling- Sourcing- Marketing Dynamics & Competition- Microsoft Excel & SAP software- Tableau- Coaching, Training, Mentoring- Partners with Cross-functional Teams- Pricing & Promotions- Product Launch Management- Ad hoc AnalysisACCOMPLISHMENTS- Spearheaded and led financial strategic analysis for a $70-million product launch and rebranding, identifying key emerging financial trends and measurement of key performance metrics along with risk factors and forecasting investment viability- Established a new process-improvement forecasting method for tracking and management reporting system related to promotions, revenue, margin, and price volume mix, triggering a 20% increase in accuracy for financial planning- Performed month-end, quarter-end and year-end close for financial statement plans versus budget. Assisted in the management to resolve variances in costs which resulted in significant margin savings for product lines.Contact me at d••••••••@gmail.com or 61••••••75 for any strategic analyst, financial analyst or merchandise planning opportunities.

Experience

1. Senior Financial Analyst, Sales Finance - Walmart, Clubs and Mass Bdt

   The Scotts Miracle-Gro Company

   Jul 2024 — Present · Marysville, OH, US

   Sales Finance lead for the Walmart, Club\'s and Mass Business Development Teams- Create annual Budget & Operational plan for all Brand Units for POS, Ending Inventory and Shipments- Performance reporting of weekly, monthly, quarterly POS and Ending Inventory against Operational plan & prior year- Tracking, reviewing & paying of Trade funding (front-end & back-end) by customer account- Review promotional performance by retailer to ensure control of Trade spending budget- Provide monthly forecasts & triangulations with Operators to ensure sales phasing and projections at the Brand Unit level are accurate- Generate monthly return provisions forecast for returns vs. reserves analysis, outlining potential risk and opportunities- Provided assistance on customer specific sku order Price Blocks to ensure accurate pricing is met for SMG and customer- P&L Anaylsis & review with BDT Operators and internal Finance teams- Provided ideation for increasing ROI, internal & external Margin for new fiscal year program Line Review prep- Track and provided SCJ Commission & Selling Allowances for Food & Drug, along with Do It Yourself Home Centers on monthly & year-end true-up accruals- Worked and memorialized for Compliance & Sox Audits on Pricing, Programs, Annual Contracts and Trade Confirms.

Education

• The Ohio State University, The Max M. Fisher College of Business

  Bachelor of Science in Business Administration, Transportation & Logistics and Marketing

  1997 — 2002

Skills

• Cpfr
• Visual Merchandising
• Powerpoint
• Microsoft Excel
• Inventory Management
• Inventory Control
• Retail Sales
• Apparel
• Store Management
• Retail
• Merchandising
• Microsoft Office
• Microsoft Word
• Styling
• Trend Analysis
• Fashion
• Assortment
• Merchandise Planning
• Forecasting
• Trend