Strategic advisor around three year profitability thrust. Assisted sales in reaching record-breaking goals in new business sold and closing ratios. Profit up 2.4X during this period leading to a successful PE recapitalization.

This three-year assignment created and implemented a new product profitability reporting process analyzing the client's global business and highlighting the underlying cost structure and gross margin of the various product groups thus supporting strategic growth in Europe / Asia / America. Revamped the management accounts to more clearly report end-to-end costs post-merger allowing product managers to know their pricing floors. Projects also yielded annual IT savings of USD 8M.

This four-year assignment supported the reorganization of the client's European operations with mission-critical strategy and finance applications and processes, namely product costing (make and deliver) and financial forecasting. The scope of the projects included the 60+ factories, 400+ warehousing operations, the supporting logistics organization, as well as the 15 European operating companies and the central supply chain company. The tools and processes are now continually used to set prices for all the 30,000 SKUs in the product portfolio, manage the ongoing customer sales challenges and growth opportunities (via financial forecasting and S&OP), and manage value gaps and risk between supply and demand in Europe.

Assisted this market "underdog" in developing new channels to market for their insurance products, and evaluating existing channels for pricing and underwriting optimization.

Helped this client elevate their business performance in today’s marketplace. Worked local office teams and corporate on how best to grow their practices via focusing on markets to stimulate ongoing business development, right-sizing their books for enhanced profitability, and delivering an elevated experience to their high net-worth clients for increased retention and referral business. Provide ongoing implementation counsel to leadership teams and front line personnel to ensure timely and effective execution.

Advised owner of this company on smart growth. Developed a route methodology to grow along existing delivery routes thus maximizing marginal financial improvement and simultaneously reducing stock-outs at existing client points of sale.

Advised this 50-year old family run business in re-growing post-covid. Worked closely with Sales leadership to identify and encourage focus on higher profit generating clients. Partnered with CFO to build a better management operating system for discussing results, performance, and next steps with the rest of the executive team. Successful exit from the business for Gen2.