Jodi Richard Email & Phone Number

New York, Ny, Us

New York City, New York, Us

New York, Ny, Us

Strategic advisor to Consumer & Retail, Technology, Financial Services, and Private Equity companies. Managed teams and workstreams focused on growth strategies, business transformation, process improvements, go-to-market efforts, and full M&A lifecycle support (including buy-side and sell-side due diligence, pre-sign deal strategy, operational risk assessments, cost modeling, and transaction execution).Engagement Samples:• Produced GTM strategy for Fortune 50 to achieve 10% customer acquisition target; conducted market sizing and competitor deep-dive, performed gap analysis, and mapped customer journey to build successful execution roadmap• Led 4-person global team to generate inorganic growth strategy for $40B CPG; defined category trends to analyze over 3k brands and presented executives with bespoke proposal of 20 targets aligned to firm’s strategic objectives• Led high-visibility initiatives for $1B M&A deal for c-suite; managed junior team members on project deliverables and program reporting, facilitated change management for client and buyer executives, and ran deployment of all post-close operations, resulting in successful separation and instant remediation of Day 1 stranded costs

Ann Arbor, Mi, Us

Emphases: Strategy and Management Organizations

Boston, Ma, Us

• Analyzed complex supplier data for Fortune 100 client to identify 21K instances of inconsistentpayment terms across 50K vendors, uncovering $6B of working capital gains• Led team of 12 MBA interns to enhance EY campus recruiting; presented partners with data-driven insights and prioritized recommendations supporting long-term growth strategy• Developed procurement dashboard for client's 6 largest global business lines generatingimmediate remediation of $1M in outstanding payments

Evaluated client's automotive business and provided market entry solutions for used car andvehicle financing, maximizing client's geographic scale and minimizing manufacturer control

Charlotte, Nc, Us

Managed $60M product portfolio for over 250 Corporate and Investment Banking clients. • Launched growth strategy client portfolio by identifying cross-selling opportunities to deepen existing engagements; deployed initiatives generated $20M in one year• Designed dynamic model to capture client portfolio trends for all geographical market segments to more strategically target and accelerate growth opportunities

Washington, District Of Columbia, Us

• Partnered with stakeholders to create predictive forecast model for firm's $17M operating budget, reducing forecast variance by 45% and increasing cost transparency• Instituted bank selection strategy by soliciting user feedback, analyzing product offerings and integrating results with financial KPIs to reduce costs by 15% annually and maximize returns• Transformed business reporting by initiating multi-phase redesign and growing team to four members; innovative approach improved data capture and reinforced investment decisions• Assessed existing processes and vendor partnerships for functional fit to formalize team operating model, expanding core responsibilities by 25% and generating measurable improvements to team moral

Washington, District Of Columbia, Us

Washington, District Of Columbia, Us

Master Of Business Administration - Mba

Bba, Finance And Marketing

Education record