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Past Projects

Business Solutions for Vitality & Ambidexterity

Strategic Advisory, Fractional CFO, Fractional COO, Strategic Business Growth Plans, Cash Flow Forecast Modeling, Investor Pitch Decks, Business Plans
Financial Modeling, financial analysis, business analysis, dashboard reporting, KPIs, trend analysis, New Product or Start-Up financial advisory, business analytics
Accounting, bookkeeping, balance sheet reconciliations, financial statement accuracy, process automation, internal controls
Supply Chain, inventory optimization, warehouse automation, negotiating payment terms, developing quality control systems

Strategic Advisory Fractional CFO / COO

  • SWOT & Assessment of Businesses

  • Start-up / Major Business Expansion Strategy Development & Execution Plan

  • Profitability Improvements

  • Working Capital & Cash Conversion Cycle Improvements

  • Cash Flow Forecast Modeling & Update 

  •  (13 week & rolling 12 months)

  • Three-to-five-year Strategic Business Plan

  • Technology Acquisition and Training; Leading NetSuite, Power BI, Hyperion, SQL Reporting, Epicor & QuickBooks Online Implementations

  • New Product Development / Launch Analysis

  • Cross-Functional Business Goals Alignment

  • Investor Relationship Management   Private Equity, Founders, Shareholder Group

  • Raising Debt via Asset Based Financing, Capital Leases, Line of Credits, Low-Cost Loans

  • Government Tax Credits in the US & Canada

  • Align Each Departments' Strategy with the Business Strategy and Track / Measure They Are Met with Quarterly Goals Program (EOS)

Financial Planning & Analysis

  • KPI & Balanced Scorecard Development & Tracking to Keep the Business on Track

  • Turning Large Business Data into Strategic Insights & Actionable Information

  • Variance Analysis As A Performance Management Tool (to Budget & Prior Year)

  • Cross departmental project management and explaining numbers / large sets of data to non-finance stakeholders in plain English

  • Drive Revenue by Product / Customer Profitability Analyses and Recommend Price Changes (based on price elasticity & customer behavior) and Identify Cost Improvements to Maintain an Overall Healthy Profit Margin

  • In Addition to Quantitative Analysis, Constant Qualitative Analysis to Assess the Key Drivers Impacting the Business Success

  • Utlize from PowerBi and Other Dashboards to Summarize Information and Trends in a Meaningful Way.

  • Generate Profit Center and Cost Center P&Ls or Cost Reports to Empower Leadership

Accounting & Bookkeeping

  • Automate & Streamline the Month, Quarter & Year End Accounting & Reporting Processes; (mid-cycle month-end kick off)

  • Improve Financial Statement Accuracy with Proper Balance Sheet Reconciliations

  • Optimize COGS & Inventory with Manufacturing, Finished Goods & Service Sector Accounting

  • Implement Revenue Recognition Policies

  • Process Automation & Internal Controls

  • Checklists for fast paced businesses to eliminate dependency to a single person

  • Sales Tax Set Up in the US (all states), Canada, Europe, the UK

  • External CPA Firm Audits, Review Engagements & Notice to Reader Reports

  • Safeguarding Assets & Risk Mitigation

Supply Chain

Inventory:

  • Inventory Optimization with Reasonably Accurate Demand Planning and Sales Pipeline Reporting (for future expectations). Aligning Expectations of Sales and Marketing Teams with Material Purchases and Timing Supply Chain

  • Working Hand in Hand with the Analysis Team, Lowering Inventory Carrying Cost with Optimizing Inventory Levels and Active SKUs

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Logistics:

  • Outsourcing, Internalizing or Switching to Different Outsourced Warehouses and Automating all of the Inventory Movements in the ERP System

  • Ensuring Customs Brokerage Clearence Process is Properly Handled

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Material Sourcing:

  • Finding New Vendors & Negotiating Payment Terms

  • Improving or Developing a Quality Control System; Aligning Customer Service Feedback with Quality Improvements

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