Lead end-to-end project management, deploying strategic frameworks and tactical execution for revenue enhancement in B2B private equity portfolio companies ($200M-$5B). Specialize in guiding, implementing, and training for comprehensive revenue growth strategies.

Client: Diesel-Powered Engine Distributor & Remanufacturer

•Challenge: Sponsored by the Sales VP to lead the creation and implementation of a revenue management process, including pricing strategies and a new revenue architecture, for a $250 million product portfolio
•Action: Spearheaded a strategic project plan, conducting over 10 internal customer interviews to inform systemization and developing analytics tools for automated, opportunity-focused pricing strategies
•Results: Implemented strategic pricing adjustments and analytics tools, resulting in enhanced data management, optimized revenue growth, and the establishment of a pioneering suite for in-depth pricing and margin analysis

Client: Building Materials Distributor

•Challenge: Tasked by the VP of Pricing to lead the implementation of new revenue architecture and revitalize a team after significant turnover, ensuring continuity in managing a $1.5B revenue stream
•Action: Quickly assembled a team to integrate the revenue architecture within the existing ERP system, while collaborating with the VP of Pricing on recruiting and training a dedicated team for long-term operational support
•Results: Successfully onboarded a three-member team, making strategic pricing adjustments across a $350M portfolio to mitigate supply chain disruptions and inflation, achieving a $5M margin improvement

•Challenge: Needed to create an internal revenue system for executing mass pricing actions and supplying the sales team with essential insights, following an overhaul of outdated revenue software
•Action: Led a six-person team in redesigning the company's pricing strategy, transitioning from a decentralized model to a centralized list-price discount architecture
•Results: Achieved a $21M margin improvement, marking a 15.8% increase in EBIT, within a $700M portfolio. This strategic overhaul also established a comprehensive profit data warehouse tool, offering actionable insights from over 12M+ data points

•Challenge: Tasked with cutting costs via SKU optimization in 15 warehouses, faced with limited data insights, necessitating a comprehensive product review plan involving sales, product management, and executive leadership
•Action: Led 12 product review sessions as the team's sole senior analyst, collaborating with stakeholders to develop SKU optimization strategies
•Results: Streamlined operations by discontinuing five underperforming product lines, totaling 3,000 SKUs, and enhanced profitability understanding among 30+ sales managers through a mix of video, quarterly calls, and live training sessions

•Challenge: Tasked with developing a forecast model and automated reports for a major supermarket merger, supporting the annual operating process
•Action: Created a forecast model for 6 divisions, covering $650M in revenue
•Results: Produced the account's inaugural forecast model, setting the standard as the default template for other supermarket customers

•Challenge: Required to enhance performance reporting and month-end reviews for 13 warehouse finance teams, while also creating a detailed training program for new analyst recruits
•Action: Consolidated various performance reports to develop a dynamic, automated template and fostered relationships with executives across numerous divisions to devise a comprehensive training program
•Results: Conducted P&L forecast reviews for all 13 regions, evaluating financial risks, and growth opportunities, and co-launched the "Seed to Shelf" training program, emphasizing the company's business model and processes for analysts