
Joe Kaliher
Annuity Support Intern

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About me
Self Storage Investor
Education

Colorado State University
2011 - 2015Bachelor of Science Supply Chain Management, Investments, and Corporate Finance Graduate Dec-2015Activities and Societies: Founding member & Treasurer Phi Kappa Theta
Experience

Jackson
May 2014 - Aug 2014Annuity Support Intern• Exceeded quota of two conversions per hour, connecting with over 4,000 customers to persuade them to switch to electronic delivery of documents, saving the company $13,500 in recurring yearly savings.• Raised $12,000 for Alzheimer’s Association by hosting a company wide Ping-Pong tournament.• Volunteered to deliver two minute internal wholesaler presentation to upper management.• Took Jackson University classes in Fixed and Variable Annuity product training.

Summit Fund
Jan 2015 - May 2015Financial AnalystAssisted In overseeing $25,000 Consumer Staples portfolio, and analyzed firm financials and market outlook in order to maximize return, while lowering portfolio beta.

Woodward, Inc.
Jan 2015 - May 2015Supply Chain ExternshipMapped global supply chain and analyzed data in order to consolidate suppliers, and provided a plan in order to cut down on supplier spending and transportation costs.• Created blueprint for leveraging suppliers, sorted by spend and geography

Arrow Electronics
May 2015 - Aug 2015Sourcing Support Intern• Obtained $200,000 in potential cost savings through negotiations and RFQ analysis.• Collaborated to develop an internal supply chain solution to bring a new paraplegic technology to market while capitalizing on Arrow's current supply chain to deliver a low cost solution.• Negotiated extended payment terms/tiered rebate program.• Analyzed supplier contracts to create terms and conditions matrix • Assessed financial stability of suppliers• Scheduled/coordinated 40 annual supplier meetings• Coordinated with suppliers to obtain PO backlog report to assist in inventory control• Analyzed supplier line cards to optimize supply base and leverage suppliers.• Analyzed OTD data to determine worst offenders/ determine data gaps from switching to Oracle.• Determined authorized distributors for all manufacturers to leverage suppliers and determine cost savings potential• Made master contact list for suppliers • Identified value added support that each supplier provides to increase transparency Show less

Danone
Jan 2016 - May 2024• Completed pricing action at all retailers that helped drive net sales 27.6%.• Utilized syndicated data in IRI, Nielsen, & SPINS for ad-hoc reporting and forecast/trade management.• Executed Happy Family new item setup including gathering documentation and Kantar implementation.• Reported department wide deductions and lost sales by product family for Natural channel.• Promotion & Ad Management which includes event creation, true up, audit compliance, & contract management. • Integrated Happy Family into Danone and assisted in teamwide training.• Responsible for resolving all customer deductions/disputes through collaboration with internal revenue team.• Created and manage Happy Family MCB calculator and Merchandising calendars for UNFI/Kehe.• Member of Natural Culture Club: Lead summer monthly team event to build and maintain culture.• Oversee IX-One catalog. Includes new item set up and catalog management. Show less -Manage 6 vendors with a $75M annual spend.-Manage MRP system to ensure inventory data is accurate and fulfillment plans are optimized. -Perform ongoing reviews of inventory and demand parameters to formulate product needs. -Lead planning meetings with all necessary suppliers to communicate short and long-term demand expectations.-Formulate packaging run-out plans by integrating information from project management, supply planning and marketing teams while focusing on minimizing obsolescence and meeting timelines.-Track and report key performance indicators including spoilage, supplier and company inventory levels, DOS and service performance levels. -Work cross functionally with procurement team to address supplier pricing and service issues. -Support project teams to ensure ingredients are on hand for new product innovations. Show less • Manage the order life cycle from creation to delivery by ensuring accuracy & compliance, which includes terms of sale, lead-time, inventory availability and bracket pricing. Manage customer order exceptions; support promotions, and seasonal/ new item launch management for the Natural channel customers and Nestle. • Developed department wide month end reporting process for open non PGI’d orders. Lead department in preparing for month end, and report open orders to senior management. • Reduced customer order blocks by 30% • Oversee on time delivery and fill rate monitoring to meet 98% OTD/ fill rate goal • Manage customer scorecards and provide service level reporting to internal and external partners• Monitor and manage EDI transaction processing• Report department wide customer fill rate analysis, shortages, and unconfirmed inventory daily to senior management• Report department wide route schedule blocks, and Frozen bracket pricing compliance to senior management • Backup for inventory allocation team who manage order fulfillment process/ global available to promise process through SAP APO. Show less • Coordinate 1700 FTL/LTL/IM shipments per month to minimize cost per pound with $27 million annual budget• Saved $26,000 by diagnosing carrier accessorial proposals to ensure legitimacy • Team liaison for TMC inbound shipments and escalation issues• Implement an update of customer receiving hours to improve OTD & fill rate • Analyze stock transfer OTD metrics to assess carrier performance and strengthen inventory control • Track carrier and plant performance issues effecting OTD and institute weekly improvement plan • Help top carriers improve through collaboration and instituting continuous feedback • Report on customer case fill metrics Show less
Key Account Manager
Mar 2023 - May 2024Sales Analyst, Natural
Sept 2021 - Mar 2023Material Planner
Dec 2018 - Sept 2021Senior Customer Logistics Specialist
May 2017 - Dec 2018Transportation Logistics Specialist
Jan 2016 - May 2017
Licenses & Certifications

CLSSYB (Lean Sigma Yellow Belt)
ISCEA -International Supply Chain Education AllianceOct 2014
Certified in Production and Inventory Management (CPIM)
APICS
(BESS) Bloomberg Equity Essentials
BloombergJan 2015
CSCA (Certified Supply Chain Analyst)
ISCEA -International Supply Chain Education AllianceFeb 2015
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