Max Cohen Email & Phone Number

New York, NY, US

New York City Metropolitan Area

The Applied Value Group combines Management Consulting, Private and Public Investments, and Social Responsibility. Our engagements create shareholder value through rigorous analysis, strategic advice, and strong emphasis on actions to make it happen. Clients include leading international companies in several sectors, ranging from heavy industry to services.

New York, United States

• Preliminary Operational Due Diligence for $500M Media Client: Created diligence model for client’s five recently merged franchises, presenting leadership eight identified opportunities to optimize headcount, real.
• Cost Optimization for Fortune 50 Transport Client: Created business case to forecast and calculate ROI of my team’s three hypotheses to modernize the client’s sales division and improve margins, ultimately aligning.
• Supply Chain Transformation Strategy Redesign for Fortune 50 Automotive Client: Led 22 teams in reprioritizing work to be aligned to program’s objectives of improved productivity & customer experience, ultimately.
• Program Management for Fortune 50 Automotive Client: Led interviews with 15 teams to synthesize each project’s scope of work, identify cross-team dependencies and risks, and align on KPIs, ultimately enabling senior.
• Technology Assessment for $100B+ Technology Client: Developed platform capability summary grounded in technology and customer service trends to inform leadership on core platform investment needs
• Margin Improvement Rapid Diagnostic Internal Team: Founded group with 7 members to standardize Deloitte’s tools & approach for assessing client operations and providing margin improvement solutions

New York, United States

New York City Metropolitan Area

• Created dynamic operating and forecast models for middle-market wealth management client based on buyer proposals to educate senior management on differing valuation ranges & considerations and reduce potential buyers.
• Constructed excel macro to filter through 600+ press releases and isolate wealth management transactions as part of daily research, resulting in 50% increased efficiency in gathering insights on market trends and.
• Created tracker for Cambridge's deals and industry M&A activity within Salesforce database, providing our leadership easy, more accurate tracking of deal status and industry insights

Ann Arbor, Michigan, United States

• Performed industry analysis of D2C Retail Butter space with 4 team members analyzing competitive landscape, risks and opportunities ultimately to align leaders to enter new market
• Conducted customer interviews and analysis in retail butter space to identify target customers and ultimately provide leaders product innovations, branding and positioning for new retail butter product
• Designed sales & marketing plan for company’s new retail butter product based on my team's industry, customer, and product analyses, ultimately providing leaders 10 recommendations that led to successful initial entry.

Greater New York City Area

• Constructed financial model of Retail Division to isolate costs by function & component and project 5-year forecast of store cash flows, giving leadership increased budget accuracy, clear outlook of retail fleets'.
• Created model accounting for seasonality effects on store revenue by using historical data to create indexes for each Tier of Retail Stores, enabling Retail Division to create more strategic New Store Phasing plan to.
• Performed gross margin, product margin, and cost benefit analyses with members of the FP&A Team for Casper’s mid-year reforecasting, ultimately presenting Senior Leadership with improved outlook of profitability and.

Ann Arbor

• Constructed three-statement, fully circular financial model from scratch in under 90 minutes using Excel, earning Adventis CG's Financial Modeling Level 1 Certification
• Designed marketing campaign with three other representatives for Adventis's first financial modeling boot camp at the University of Michigan, allowing for higher than expected enrollment in program and roughly $10,000.

Greater New York City Area

• Created Cereal industry insights report to guide firm’s cereal company business plan, analyzing competitors, customers, costs, and trends, and ultimately provide leadership financial performance range and 20+ ideas on.
• Constructed report for dermatology industry to analyze financial performances, consumer demand, and innovations, ultimately used by our leadership during investor pitch