Doug Peterson Email and Phone Number

Payments veteran with experience in merchant pricing and portfolio analysis.Available to evaluate merchant/portfolio pricing, analytics, and build KPI reporting.Have worked with various PE groups and ISV's to provide analytics and reporting support.

Provided account-level portfolio analysis to identify actionable revenue opportunities.• Developed and prepared monthly Executive portfolio review, providing senior management with visibility to health of the company. • Identified and implemented $15M+ in annual revenue initiatives through continuous review of targeting under-priced accounts and products. • Established pricing targets for new sales, setting targets for management approved boundaries. • Consulted on new product development for pricing positioning, determining pricing of new products when going to market.

Identified and implemented revenue initiatives based on portfolio performance specific to individual products, customer segments, and underpriced individual customers. • Implemented $15M+ in annual cardholder revenue initiatives, standardizing pricing across products based on customer segments.• Standardized merchant pricing, based on volume, resulting in $10M+ annually in incremental revenue.• Developed and maintained customer-level database to manage portfolio activity.• Established Customer and Segment-level reports to manage profitability, attrition, same store growth and other key performance metrics, gaining key insights to health of business, including strengths as well as opportunities for re-pricing.

Developed and implemented bulk alcohol pricing strategy. Evaluated specialty protein and modified starch pricing proposals. Evaluated grain purchases to ensure margin maximization. Developed contract management process, implementing many internal controls.• Developed and implemented pricing strategy and margin targets for bulk alcohol, aged whiskeys and modified proteins and starches, setting targets and approved boundaries when none had existed before. • Created Customer and Product level Margin reports, including Price / Volume analysis and achievement against target margins.• Developed and implemented processes and internal controls pertaining to Contract Management, Pricing Approval and Raw Material Sourcing (i.e. standard templates, progressive approval routing, etc.), providing a disciplined approach to contracts and pricing.• Evaluated alternative production options, including lower cost raw materials, sales mix and outsourcing, allowing company opportunity to maximize margins by constantly looking for lowest cost production method.• Modeled and evaluated new product development initiatives, including product blends, finished case goods and wood treatment programs, providing senior management with financial analysis of expected costs and revenue streams of potential new programs.

Delivered key revenue initiatives, worth estimated $10M+ annually. Developed and implemented pricing strategy for new sales and retention of existing customers. Initiated and developed creation of business intelligence / reporting platform, which served as basis for Enterprise Data Warehouse (EDW). Led due diligence for sale of business to private equity firm.• Developed Price / Volume analysis tool to evaluate product level profitability at various levels of portfolio, measuring profitability relative to price changes vs. growth / declines in volume (activity).• Implemented new fees / billing methods and periodically adjusted portfolio pricing on various products in response to Network compliance releases, with net impact of as much as $10M annually.• Led implementation of Discover Merchant Acquirer program, setting new program prices for Merchants, and expanding acceptance.• Developed and managed retail pricing for all Merchant Services products, growing and maintaining margins.• Built and maintained working relationships with Credit and Debit Networks, acting as liaison for Interchange management and product enhancements, features, roll-outs, etc.• Developed analysis reports focused on portfolio attrition, activation rates, Sales Rep effectiveness, etc., providing insight to health of certain areas of business while identifying opportunities for improvement / action items.• Prepared financial models to evaluate capital investments, and product development, offering financial analysis of expected costs and revenue streams of potential new programs being pursued.• Implemented online Sales Tracking and Reporting Tool (START) for Financial Institution and Merchant Services processing, pricing and pipeline reporting, empowering sales force to produce retail pricing models with auto-approval if certain criteria was met.

Instruct first and second year college students in Finance and Accounting.