Kristine Z. Traballo

1. Account & Project Coordination
• Develop and manage account plans aligned with sales targets and margin goals
• Coordinate projects from brief to product adoption—working with cross-functional teams (marketing, supply chain, R&D)

2. Client Relationship Management
• Build strong bonds with regional customers and global brands
• Understand client operations and brand strategies for tailored solution

3. Data & Reporting Support
• Maintain and update sales, volume, and margin reports
• Use systems like SAP, ATLAS, CRM to track pricing, forecasting, and order status

4. Sales Operations Assistance
• Manage master data (product/pricing information)
• Support internal teams and ensure timely delivery through supply chain coordination

1. Portfolio & Reporting Analysis

• Develop and maintain dashboards tracking sales, portfolio performance, and product indicators.
• Perform financial analysis to identify cross-sell opportunities and trends.

2. Performance Management & Forecasting

• Support segment budgeting, forecasting, and incentive planning.
• Prepare monthly/quarterly performance decks and forecast reviews.

3. Project Coordination & Reporting Tools

• Manage IT projects, from gathering requirements and UAT to implementation.
• Own master data, support CRM/CLM systems, and ensure data accuracy

4. Stakeholder Collaboration & Training

• Liaise with line managers, RMs, TLs, and business heads to align analytics with sales strategy.
• Develop training modules and guide teams on reporting and performance tools.

1. Forecast & Demand Modeling
• Build and maintain statistical demand forecasts across various time horizons using historical sales data and market trends.
• Collaborate with Sales, Product, and Finance teams to reach a consensus forecast.

2. Inventory & Supply Planning
• Manage inventory targets—track reconciliation and mitigate obsolescence.
• Create purchase plans, production Work Orders, and manage materials/order flow with suppliers.

3. Cross-Functional Collaboration
• Work closely with Procurement/Buyers to prioritize inbound supply and mitigate disruptions.
• Engage with product development teams for supplier onboarding and PO/invoice management.

4. Systems & Tools
• Use ERP/MRP systems (e.g., SAP, Oracle ASCP) and advanced Excel for data analysis.
• Familiarity with demand planning software such as Logility, SAP/APO, Oracle Demand Planning.

**Supports the RAS (Retail Account Servies) Analytics team with analytics, MIS reporting, and dashboard development for high-risk account reviews and regulatory compliance.

1. MIS & Dashboard Development

• Design, build, and maintain automated dashboards and critical reports using tools like Power BI, SAS, QlikView, and Advanced Excel/VBA

2. Process Mapping & Data Flow Analysis

• Document end-to-end data processing flows for CDD operations, supporting projects like standard due diligence, annual reviews, and remediation.

3. Process Mapping & Data Flow Analysis

• Document end-to-end data processing flows for CDD operations, supporting projects like standard due diligence, annual reviews, and remediation.

4. Data Transformation & Cleansing

• Ensure data accuracy by profiling, cleaning, and preparing datasets for analysis and regulatory reporting.

5. Automation & Tool Development

•Automate recurring MI tasks via Excel, VBA, SAS, SQL; develop dashboards to capture KPIs, SLAs, and performance metrics.

6. Stakeholder Coordination:

• Act as the central liaison for internal teams (CDD Ops, Compliance, Marketing) and external stakeholders to manage data pipelines, communication strategies, and campaign assessments