Jason C. Holly. Sr.
jasoncholly@gmail.com 817-219-7376
linkedin.com/in/jason-holly-8863718Spouse to Disabled Veteran
Summary
Results-driven finance and analytics professional with 10+ years of experience in revenue management, profitability analysis, and strategic planning. Proven ability to translate complex data into actionable insights, drive business growth, and optimize resource allocation. Knowledgeable in financial modeling, budgeting, dashboard creation, and sales incentive program management.
Skills
Financial Planning & Analysis (FP&A)
Financial Modeling
Budgeting & Forecasting
Strategic Planning
Sales Incentive Design & Administration
Pricing Strategy
Data Analysis & Reporting
Business Intelligence (BI)
Dashboard Development
SAP
CPG experience (While with L’Oreal and Williamson Dickes)
Tableau
Microsoft Office Suite (Excel, PowerPoint, Word)
SQL
Professional Experience
Southern Glazers Wine and Spirits, Farmers Branch, TX2013-2025
Business Intelligence Incentive Analyst2023-8/2/2025
Collaborated with sales teams to optimize resource allocation while adhering to brand standards, enhancing overall brand management strategies.
Provided analytical support for national sales programs using BI tools, identifying areas for improvement and growth through comprehensive data analysis.
Led a team of four analysts to develop and optimize business intelligence tools, resulting in a 98% increase in data accuracy and a significant improvement in decision-making efficiency.
Managed the administration of sales incentive compensation and sales incentive programs, including monthly data input, quarterly payout analysis, and performance reporting.
Developed a strategic incentive pay calendar and standardized reporting cadence, streamlining month-end close processes and improving overall program effectiveness.
Designed analytics based on supplier and sales recommendations, delivering actionable insights to enhance program performance and decision-making support.
Trade Development Manager2018-2023
Own the setup, creation, and execution of strategic planning, budgeting, and intra-year forecasting processes.
Develop and maintain processes and tools to enable accurate, timely financial forecasts and operational plans.
Implemented price benchmarking and competitive analysis using EXCEL and SAP, informing pricing actions that improved margins and increased revenue.
Prepare budget justifications and reviews for Leadership Team, facilitating informed decision-making on resource allocation.
Conduct proactive ad-hoc financial analysis by determining key information needs, sourcing data, and presenting insights to executives.
Collaborated with Regional Pricing Managers, Field Sales, and key accounts to resolve pricing disputes, improving customer retention and regaining lost sales.
Business Marketing Analyst 2013-2018
Produce comprehensive reports, including Board Packets, Business Reviews, and operational dashboards to monitor performance against strategic goals.
Compile and analyze monthly departmental financial reports, explaining variances and refining forecasting accuracy through stakeholder feedback.
Leverage SQL and other analytical tools to work with structured and unstructured data sources, generating insights to support strategic initiatives and operational efficiency.
Analyze P&L variances monthly, providing detailed reports and actionable recommendations to improve financial performance.
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Education
Master of Arts Executive Leadership, Liberty University, Lynchburg, VA
Master of Arts Theological Studies, Liberty University, Lynchburg, VA
Bachelor of Arts General Studies, Texas Woman’s University, Denton, TX.
Majoring in Business and Sociology
Six Sigma Lean Champion
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