Jodi Richard

Jodi Richard Email and Phone Number

Consultant @ Counts Consulting, LLC
New York, NY, US
Jodi Richard's Location
New York, New York, United States, United States
About Jodi Richard

I am a seasoned strategic advisor to Fortune 500 and PE clients operating in Consumer & Retail, Financial Services, and Technology industries. I bring a diverse background from both consulting and industry and compliment my professional background with an MBA from Michigan Ross. Proven track record of leading clients and teams to achieve both financial and strategic objectives through performance improvement initiatives, cost rationalization deep-dives, revenue growth assessments, process design and implementation, product development, and more. By using a data-driven and collaborative approach, I am dedicated to delivering impactful solutions that elevate business performance to create lasting value for my clients.

Jodi Richard's Current Company Details
Counts Consulting, LLC

Counts Consulting, Llc

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Consultant
New York, NY, US
Website:
celonis.com
Jodi Richard Work Experience Details
  • Counts Consulting, Llc
    Consultant
    Counts Consulting, Llc
    New York, Ny, Us
  • Celonis
    Lead Value Engineer
    Celonis Jun 2024 - Present
    New York City, New York, Us
  • Kpmg Us
    Strategy Consultant
    Kpmg Us Jan 2021 - Aug 2023
    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
  • University Of Michigan - Stephen M. Ross School Of Business
    Mba Graduate
    University Of Michigan - Stephen M. Ross School Of Business Aug 2018 - Apr 2020
    Ann Arbor, Mi, Us
    Emphases: Strategy and Management Organizations
  • Ey-Parthenon
    Summer Consultant, Strategy & Operations
    Ey-Parthenon Jun 2019 - Aug 2019
    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
  • Grupo Farrera
    Mba Consultant
    Grupo Farrera Mar 2019 - May 2019
    Evaluated client's automotive business and provided market entry solutions for used car andvehicle financing, maximizing client's geographic scale and minimizing manufacturer control
  • Suntrust
    Assistant Vice President, Corporate And Investment Banking Sales
    Suntrust 2016 - 2018
    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
  • Fannie Mae
    Team Lead
    Fannie Mae 2013 - 2016
    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
  • Fannie Mae
    Senior Analyst
    Fannie Mae 2012 - 2012
    Washington, District Of Columbia, Us
  • Fannie Mae
    Capital Markets Operations Associate
    Fannie Mae 2010 - 2012
    Washington, District Of Columbia, Us

Jodi Richard Skills

Capital Markets Finance Mortgage Banking Business Process Improvement Analysis Investments Microsoft Excel Powerpoint Management Accounting Mbs Microsoft Word Invoice Processing Financial Modeling Microsoft Office Financial Risk Strategy Financial Analysis Banking Bank Relationship Management Budget Development Vendor Relationship Management Cash Flow Analysis Kpi Reports Kpi Dashboards Financial Reporting Treasury Management Treasury Services New Product Implementations Sharepoint Designer Accruals Forecasting Workflow Operational Cost Analysis Access Control Management Process Design Structured Products Operations Management Structured Settlements Middle Office Adobe Acrobat Project Management Payments Peer Mentoring Fixed Income Mutual Funds Financial Services Customer Service

Jodi Richard Education Details

  • University Of Michigan - Stephen M. Ross School Of Business
    University Of Michigan - Stephen M. Ross School Of Business
    Master Of Business Administration - Mba
  • The George Washington University
    The George Washington University
    Finance And Marketing
  • Andover High School
    Andover High School

Frequently Asked Questions about Jodi Richard

What company does Jodi Richard work for?

Jodi Richard works for Counts Consulting, Llc

What is Jodi Richard's role at the current company?

Jodi Richard's current role is Consultant.

What is Jodi Richard's email address?

Jodi Richard's email address is jr****@****gwu.edu

What schools did Jodi Richard attend?

Jodi Richard attended University Of Michigan - Stephen M. Ross School Of Business, The George Washington University, Andover High School.

What are some of Jodi Richard's interests?

Jodi Richard has interest in Exercise, Sweepstakes, Home Improvement, Reading, Sports, Home Decoration, Health, Photograph, Cruises, Outdoors.

What skills is Jodi Richard known for?

Jodi Richard has skills like Capital Markets, Finance, Mortgage Banking, Business Process Improvement, Analysis, Investments, Microsoft Excel, Powerpoint, Management, Accounting, Mbs, Microsoft Word.

Who are Jodi Richard's colleagues?

Jodi Richard's colleagues are Anirudh Pai, Baneet Kaur Batninda Punjad, Mykyta Kostiunin, Thomas Buchart, Tykhon Pasika, Liew Yiwei, Francesco Govigli.

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