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Trowbridge 2019-01-09 19:06:47 -05:00
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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 what i'm good at
Building Dataset & Reports -------------------------
Financial Statements * Modeling historic and forecasted financial & other events
Custom Logic 1. Employer - Supply Chain Team - Ground up forecasting of sales, inventory, and operations which feeds financial projections down to cash flow
Balance Sheet integrity111 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

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sales_meeting.md Normal file
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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