1. The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the
exclusive use of the employees, contractors and agents of client companies. We request that no oral or written disclosure of such
information be made without the prior written approval by WESCO Distribution, Inc.
ONE WORLD. ONE WESCO.
August 6, 2015
WESCO Internship:
Jordan McKim

2. 2 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Introduction
Who am I? • Academics
Scholastic Activities • Personal Activities
Financial Planning and Analysis

3. 3 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Overview
• Department: Financial Planning and Analysis (FP&A)
• Personnel:
• Cory Mickle
• Oksana Doroshkevich
• Aaron Slack
• Jen Sabo
• Ellen Martin

4. 4 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Department Responsibilities
• Prepare financial and business related analysis and research
• Prepare consolidated forecasts, budgets, and analyze trends
• Utilizing PC and/or mainframe based systems and software to compile and prepare reports,
graphs and charts
• Assist with special financial and business related studies and cooperate with other
departments in preparing analysis
• Assist with compiling and analyzing the consolidated budgets
• Maintain and coordinate group completion of financial review templates
• Assist with Board of Directors Reporting and Investor Relations Reporting

5. 5 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Internship Responsibilities
•Assisted in:
− The creation of a daily sales application in Hyperion Planning
− Automating daily sales reports that were once manual
− Quarterly Earnings Reporting
− Investor Relations Reporting

6. 6 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Quiz
How does WESCO find the total daily sales at any given
point in time?
a) It is able to be pulled from an automated
system
b) It is generated manually from a report
c) It is available on a dashboard

7. 7 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Project Description
Old Process
• Daily Sales reporting for Total WESCO was very manual, time
consuming and error prone
Project Goals
• Develop a daily sales repository that is easily accessible
• Reduce manual steps, time and effort of creating the Daily Sales
report
• Provide the ability to better analyze sales, margin, booking, and
booking count trends
• Develop checks and balances within the Daily Sales reporting
process to ensure accuracy
• Provide the ability to analyze sales and margin data by Shipment
type for both Daily and MTD totals

8. 8 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Old Process vs. New Process
Old Process New Process
On system data retrieval (Current WD):
• Pulled from On Demand (static PDF format)
• Converted to a transferable Excel file using
Monarch Pro software
• A Macro pulls the information into the Daily
Sales Report
Off system:
• Receive emails from 14 different off system
entities
• Manually copy and Paste or key in the data into
Excel
Historical Data:
• Link various excel files and manually copy and
paste to compare the prior year and month sales
• Once reports are finalized they are sent via
email in PDF and Excel file
On system data retrieval (Current WD):
• An automated process loads on system
data into the Hyperion app daily
• Data is pulled from Hyperion into excel
via an Excel add-in
Historical Data:
• Click Ad Hoc in the Hyperion Sales Report to
retrieve historical data
• No more links or copy and paste
• Once reports are finalized they are sent via
email in PDF
Off system:
• Receive emails from 14 different off system entities
• Load into Hyperion via excel Template

9. 9 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Challenge:
Find a way to submit accurate historical data
into Hyperion
• June 2014  June 2015
• 2 formats
Phase 1- Historical Data
Solution:
Created a versatile template, with built in data
validation checks, that could be used to upload
all types of historical data into Hyperion
• Adjustments and off-systems

10. 10 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Challenge:
Historical data received from IT and loaded into
Hyperion did not match the reported information
from the old daily sales flash report (WESNET)
Phase 2 – Validation
Solution:
- Analyzed all historical information to find
any variances between the Hyperion Load
vs. the old daily sales report (reported)
- Made the proper adjustments to fix any
existing variances

11. 11 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Challenge:
All off system entities would email
different levels of detailed information in
various formats
Phase 3 – Off System Entity Data
Solution:
Assisted with creating a new template
for all off systems to submit their daily
month to date sales with implemented
checks

12. 12 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Process Summary
Old Process New Process
On system data retrieval:
• Pull data from On Demand application
• Convert static report into Excel through Monarch
Pro software
• Run a Macro to pull the data into the Daily Sales
Report
Time to Complete: 20-30 minutes
Off system data:
• Receive off system emails, copy and paste data
into excel
Time to Complete: 2-5 minutes
Historical Data:
• Link current report to various historical excel
files
• Manually copy and paste to compare the prior
year and month sales
Time to Complete: 10-15 minutes
Data Analysis:
• Time consuming
On system data retrieval:
• Update workday
• Connect to Hyperion
• Refresh the data
Time to Complete: 1 minute
Historical Data:
• Click Ad Hoc in the Hyperion Sales Report to
retrieve historical data
Time to Complete: 20 seconds
Off system data:
• Receive off system templates via emails
• Load data into Hyperion
• Recalculate data and pull in new data into excel
Time to Complete: 2 minutes
Data Analysis:
• Takes seconds to obtain data for analysis and
trends

13. 13 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
New Process Benefits
• Data is Secure
• Stored in an Essbase database vs. hundreds of Excel Spreadsheets
• Data is Accessible
• Easily pulled from database using Excel Add-In
• Contains two years of daily sales, margin, booking and booking count
by Shipment Type
• Dynamic prior period and average per Workday variance members
available for ad-hoc analysis
• Data is Accurate
• Automated on-system entity data load
• Branch level currencies and currency rates are stored in application
• Currency conversion from local currency to USD is completed in
application
• Created off-system checks to ensure accuracy

14. 14 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Experience & Knowledge
• Real world experience
• In depth knowledge of a financial analyst
• Automating a system
• Determining the best solution for the challenges I was faced with
• Hyperion planning system
• Investor Relations
• Quarterly Operating Review Meeting
• Quarterly Earnings Reporting

15. 15 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Future Plans
• Graduating in December 2015
• Degree in Business Administration
• Major: Finance
• Internship for Fall 2015
• I am in search of a full time opportunity
as a Business/Financial Analyst
• I am anxious to make an
immediate impact at my next
career opportunity

16. 16 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Thank you