I help companies and their leaders achieve desired strategic, operational, and financial objectives through transformation initiatives and organizational effectiveness/efficiency improvement. Select examples of my work include:• Large-scale SG&A transformation for a global media company• Finance and legal operating model design for a major motion-picture studio• End-to-end process redesign for finance organization of a leading telecom company• G&A operating model optimization for a recreational boat manufacturer• Driver-based customer profitability models for a global credit card issuer• Five-year strategic plan for a PE-owned visual solutions company

I supported the launch of 2 major digital-payments initiatives and key negotiations with credit card network partners.

I partnered with the executive team to articulate company strategic vision and define/plan/execute key initiatives to drive commercial growth, operational performance improvement, and manage change. Select examples of my work include:Organizational Effectiveness & Efficiency:• Weekly Business Plan Review (BPR) cadence with leadership to monitor progress against goals• KPIs and reporting dashboards to improve transparency into financial and operational metrics• Balanced scorecard launched to track performance vs. goals and align with PE-sponsor• Manufacturing leadership roles redefined to create clear responsibility domains• Project management org. restructured in tiers to create greater accountability and career paths• Estimating & Billing teams consolidated into end-to-end Revenue Management function• HR function & benefits program enhanced utilizing a Professional Employment Organization (PEO)Operational Excellence & Building Capabilities:• East-cost manufacturing footprint consolidated into new plant in Carlstadt, NJ• Quality control processes improved to reduce errors at each manufacturing stage• ERP / workflow planning system overhauled to streamline/standardize order-entry process• Financial system and chart of accounts redesigned to better align with operating modelCommercial Platform:• RFP protocol to standardize responses and pricing due-diligence• Customer segmentation framework to provide transparency into profitability by customer size• Integral in complex negotiations with several high-profile customers and strategic partners

Select experience:• P&L forecasting & profitability modeling• Business cases & ROI calculations for capital investments• Finance support for deal negotiations

Select experience: • Testing of general ledger detail using Computer Assisted Audit Techniques (CAATs)

Select experience:Analyzed corporate disclosure to provide front-line support to traders on the NYSE Trading Floor and Investor Relations executives at listed companies for VDM’s portfolio of ~400 listed companies.