Mike Whitman Email & Phone Number

Boston, Ma, Us

New York, Ny, Us

We are an independent, invitation-only, peer community where CFOs share knowledge / best practices and support each other throughout our lives and careers.

Boston, Ma, Us

Boston, Massachusetts, Us

Leader of strategic growth and business optimization initiatives as well as core finance functions. Thought partner and advisor to executive team

Boston, Massachusetts, Us

St Louis, Mo, Us

Served as internal consultant/advisor to core leadership team on key initiatives to grow sales, reduce costs, and expand product offering while leading retail forecasting & company financial reporting• Managed forecasting of retail transactions, product unit demand, sales, and gross profit for over 700 company-owned bakery-cafes, and worked with supply chain business to forecast food and packaging inflation and inventory levels• Worked directly with CFO to identify opportunities in our cafes and supply chain to reduce costs without sacrificing operational integrity or customer experience; created an action plan to realize savings • Led analytical assessment of catering business performance for CEO and VP of Catering; Collaborated with VP of Catering to create 2013 sales plan and quantify target sales impact of key strategic growth initiatives• Uncovered critical operational capacity constraints in cafes, which helped understand specific business trends and supported a multi-year capital investment to increase throughput and reduce bottlenecks• Performed ad hoc analysis related to transactions, sales, product pricing, food costs, product mix, average check, etc. to support decisions and understand business and industry dynamics• Utilized test and learn analysis to evaluate and make go/no go recommendations on new products and initiatives spanning category management, field marketing, and operations

London, Gb

Advised key decision makers of Fortune 100 companies and investor clients on strategic issues in the communications, technology, and digital media industries. Select case history:Growth and transformation strategy for a stolen vehicle recovery company• Developed a growth strategy for a client facing a declining industry. Strategy included new product concept and requirements, business model and pricing, execution plan, and a bottom-up 5-year financial forecast• Expected to generate $210m in incremental revenue over five yearsLong-term strategic planning for a major U.S. wireless carrier• Conducted scenario analysis to quantify the impact of potential developments in the mobile industry on key client metrics and recommended strategies to promote positive trends and mitigate negative onesStrategic due diligence for a private equity firm• Assessed competitive positioning, pricing trends, customer revenue composition and risk, future growth opportunities, and operating forecast of an acquisition target company, resulting in submission of bid for targetIndirect channel distribution strategy for a major big box retailer• Identified, screened, and cold called 100+ potential channel partners for a mobile broadband service• Handed off successful partnership discussions with recommended terms for negotiation, product portfolio, service plans, and marketing strategies to client teamGo-to-market strategy for a mobile VoIP provider• Developed go-to-market strategy for a next generation mobile app, including market overview, competitive scan, recommended feature set, cannibalization risk assessment, and product roadmap • Resulted in successful product release following presentation of recommendations to board of directors

Lincoln, Ne, Us

Developed business and industry trend analyses as part of 3-year strategic planning process

London, Greater London, Gb

As a partner to hundreds of firms worldwide, Dealogic connects banks and investors in a global network. The Dealogic platform provides integrated content, analytics, and technology that helps clients more effectively identify opportunities, execute deals, and manage risk. Helped build start-up Strategic Management Group to 12 clients and $12m per annum (~20% of firm’s total revenue) through product and business development efforts • Advised four bulge bracket investment banking strategy groups on strategic planning using competitive analysis, client targeting, and market share analysis • Conceptualized a new software platform (Enterprise Analytics) to meet an unmet client need, and led a cross-functional team of 13 people to develop, test, launch, and refine the new platform • Supervised 2 Client Analysts in U.S. and 1 in London; commended for leadership and analyst development

Generated 28% ROIC for proprietary account, becoming top trader in peer group of 9 traders

London, London, Gb

Bs, Economics

Master Of Business Administration (M.B.A.), Finance, Strategic Management