Finance Organization
Org redesign
Spans and layers analysis
Compensation & incentivization
Shared services model & off-shoring
Outsourcing of services
Order to Cash
Process review and redesign
Improve collections process
Bill efficiency & accuracy (revenue assurance)
Contracting, terms, and customer scorecards
Outsourcing, off-shoring & automation
Treasury & Cash Management
Treasury process review and redesign
Cash flow model development (13 week)
Implementation of cash culture
Outsourcing (bank recs, cash appl.)
Procure to Pay
Process review and redesign
Contracting, terms, supplier scorecards
Outsourcing, off-shoring & automation
Leveraged sourcing, spend cube analytics
Budgeting & Planning
Process review and redesign
Zero based budgeting
Accountability and Incentivization alignment
Forecast to Fulfil
Inventory optimization
Forecasting accuracy enhancement
SKU rationalization / SLOB reduction
Warehousing, distribution & logistics
Tools & Systems
Project Management of implementation
Metrics and dashboard development
System selection
Process design and automation
Record to Report
Process review and redesign
Financial statement close process efficiency
Consolidation process
Metrics and reporting package enhancement
Examples of the team’s experience and success
Technology Business: Financial Management of PE Portco
- Leadership position in Finance department, including revamp of the Company’s FP&A, treasury and accounting functions, improving liquidity by over $20M through working capital improvements, and $8M in cost-savings
Technology SAAS Business: Performance Improvement in the Finance Department
- Corporate development data initiatives and business intelligence for $100MM PE-owned business
Telco: FP&A and Treasury Process Redesign
- Led treasury and FP&A departments, and implemented PTP and OTC processes to control short term cashflow and designed automated process
Telco: Profitability Allocation and Cash Flow Optimization
- Implemented profitability allocation tool and process for $3B firm, and implemented capex forecast model
Logistics: FP&A and Capital Allocation
- Developed five year sensitivity model to analyze risks, opportunities, and liquidity for a $200M pallet company
Industrials: Capital Allocation
- Ananlyzed project profitability by region for $1.2B highway construction firm and successfully supported the negotiation of a $200M credit amendment
