From fc9e9af717477a610b015dc5852b29e8b127f054 Mon Sep 17 00:00:00 2001 From: Trowbridge Date: Wed, 9 Jan 2019 19:06:47 -0500 Subject: [PATCH] updates --- experience.md | 26 ++++++++++++++++---------- sales_meeting.md | 19 +++++++++++++++++++ 2 files changed, 35 insertions(+), 10 deletions(-) create mode 100644 sales_meeting.md diff --git a/experience.md b/experience.md index 50143b9..0ba90b3 100644 --- a/experience.md +++ b/experience.md @@ -1,11 +1,17 @@ -HC Comp -* Ground up forecasting of sales, inventory, and operations -* Build sales database and analytics for the sales team synced with financials -* Develop detailed standard cost transaction ledger for production analytics syned with financials -* Develop Ad-Hoc consolidations and real-time financial statement logic -Forecasting -Building Dataset & Reports -Financial Statements -Custom Logic -Balance Sheet integrity111 \ No newline at end of file +what i'm good at +------------------------- +* Modeling historic and forecasted financial & other events + 1. Employer - Supply Chain Team - Ground up forecasting of sales, inventory, and operations which feeds financial projections down to cash flow + 2. Employer - Sales Team - Build sales database (Postgres) and analytics for the sales team synced with financials & ledger + 3. Employer - Ops Team - Develop detailed standard cost transaction ledger for production analytics syned with financials & ledger + 4. Employer - Finance Team - Develop Ad-Hoc consolidations and real-time financial statement logic + 5. Side Proj- brother Seth & I - Develop basic general ledger application (in-progress) implementing the concept of basic pecuniary record (Goetz, 1939) + 6. Side Proj- brother & I - Develop ETL-like tool for quick storage of data from third parties (bank data, competitor products, API results, etc) + +* Dealing with limited-value tasks that need to be done + 1. State & Local registrations; filings + 2. Bank recs, account recs + 3. Integrity of balance sheet + 4. Audits, formal financial statements + diff --git a/sales_meeting.md b/sales_meeting.md new file mode 100644 index 0000000..a67c400 --- /dev/null +++ b/sales_meeting.md @@ -0,0 +1,19 @@ +pivot table (done) +* order days +* ASP & ASC +* calendar year + +data rebuild +* Field names need to make sense and then evaluate +* Break out bill-to ship-to +* difference between forecast and actual, or budget and actual + * orders versus budget + * sales versus budget +* bring currency or value in original currency +* open orders - request date +* forecasted available date (Marty claims it is available) +* get rid of goofy fields like `FLAG-O` + +forecasting +* Forecast iterations (evaluate at time all the other fields evaluated) +* Mechanism to build a live self-informing forecast