Aaron Duncan Email & Phone Number

• Co-Founded Cadre Strategic Growth Partners which focuses on business optimization consulting. We have a passion for organizing and empowering teams to solve complex business problems with a focus on revenue growth and.
• Align on all strategic projects and programs whereby structuring and optimizing for maximum returns.
• Looking to have someone oversee a product launch or development effort providing guidance and strategic vision for both digital and non-digital products.
• Ensure that teams and leadership are in sync and on-board with the corporate strategy and identify bottlenecks hindering growth.
• Put in place a transformation office structure helping consolidate and drive results that matter.
• Review processes launched years ago for relevancy and optimize to drive efficiencies and results.

Managed multiple small business engagements with a focus on operational strategy and process optimization. Helped to provide clarity and direction around competing strategic objectives so the team could align on the best path forward. Focused on removing process waste and created well structured strategy and implementation plans.

Dallas, Texas, US

• Promoted to shape development strategies and execution of Planning and Execution (P&E) and Proof of Concept (POC) Processes, combining requests into projects and prioritizing strategic opportunities based on potential.
• Transformed key business drivers, rallying team of eight to advance 10 major modernization efforts and drive disciplined PMO structure enterprise wide.
• Reduced company-wide project list from 250+ down to 50 of highest value by building robust project intake and approval process aligned with annual P&E and Annual Operating Planning (AOP) process.
• Automated entire project management (PM) life cycle, using Smartsheet and Gantt charts to streamline workflows, track costs and benefits, and allocate key resources, producing “rinse and repeat” PM structure within two.
• Maximized accountability, introducing visualization dashboards with real-time data rolled up to C-level stakeholders.

Dallas, Texas, US

• Built and modelled PMO process to reduce operating expenses, grow sales, and solidify distributor relationships. Instituted Project Management Institute (PMI)-consistent practices from executive-level to project teams..
• Elevated project completion rate 50%, by ranking projects with laser like focus on returns reducing workload 30%.
• Grew PMO team from one to four members, contributing to successful completion of 75+ projects over 3-year period.
• Increased productivity 25% without incurring additional costs, by standardizing business process and providing PMI-disciplined training to entire team.

New York, NY, US

• Organized up to 8 parallel projects for ~50-person sales team, related to business management, risk and control analysis, and data analytics. Partnered with stakeholders across four locations to gather business.
• Contributed to significant bump in sales, compiling sales and pipeline data, extracting insights on product penetration and market segments, and delivering reports aiding in trend analysis and sales strategy execution.
• Enhanced client onboarding process, improving customer experience (CX), by identifying and eliminating gaps and redundancies, and liaising with sales and marketers to optimize process with least amount of risks.

New York, NY, US

• Managed Billing Invoice and Onboarding team of 10, charged with invoicing $500M+ annually. Partnered with 10+ Tier-1 clients within three critical banking lines, ensuring delivery of all service level agreements.
• Motivated two Operations and Project Management teams, securing on-time delivery of 100+ monthly billing inputs.
• Removed cultural and geographical barriers, liaising between senior management, business operations team, IT, and international offices in India and Philippines, to communicate feed migration and project implementations.
• Reduced billing errors 40%, finishing historical analyses of 150+ onboarded clients, noting billing setup inconsistencies, communicating discrepancies to client, and implementing preventive measures to avoid.
• Automated manual billing and onboarding process, eliminating 30% of workload, allowing team to refocus efforts towards additional improvement processes.
• Wrote standard operating procedures (SOP)s for 100+ billing feeds, partnering with IT in India to implement reasonability and threshold analysis to prevent erroneous feeds, reducing data feed errors 80%.

New York, NY, US

• Helped support and design annual compensation plan changes within six sales groups, coordinating with Director of Sales Administration on strategy development and execution. Negotiated vendor and 3rd-party contracts.
• Succeeded in developing and implementing variable commission software, Varicent, within one year, ensuring maximum data quality by conducting parallel testing between manual and automated calculations.
• Negotiated contracts with Varicent and 3rd-party development company, OpenSymmetry, liaising with IT to customize design and validate that build out met budget and timing goals.
• Infused quality throughout all project phases, performing quality assurance (QA) and User Acceptance Testing (UAT) and delivering monthly status reports to senior management.
• Supported sales team of 75+, writing training materials and user guides and facilitating live training for up to 25 participants over multiple sessions.

Richardson, Texas, US

• Served as voice of customer (VOC) for ~50 middle-market business owners contemplating selling business or seeking M&A opportunities. Built “Trusted Advisor” relationship preparing valuation documents and recommending.
• Showcased attention to detail, conducting comprehensive financial analysis, profitability forecasting, market research, and trend analyses to identify comparable sales and to assess value of client company.
• Expedited acquisition life cycle, drafting ~25 confidentiality agreements, letters of intent and purchase agreements.
• Created value conclusion based on discounted cash flow analysis (DCF) as well as private and public company analysis.

Dallas Texas, TX, US

• Responsibilities included settling trades, compiling unsettled trade reports for risk assessment and working with the on-loan team to make sure the company has stock positions to settle trades.