Case Studies
Away
Analyzed sales, inventory, and purchasing data. Created Looker KPI dashboards. Trained non-technical Sr. Managers in Looker.
Collaborated with Finance and Product Development teams to identify and eliminate process pain-points. Built reporting systems which reduced time spent on weekly repeated tasks by 80%.
Identified lucrative up- and cross-sell opportunities through market basket analysis.
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Led Sales Finance forecasting and reporting for the $1Bn Global Pixel Phones portfolio.
Developed financial models, scenario analyses, and analytics which influenced Sales planning and product investments.
Led monthly volume forecast process at global level. Analyzed monthly and quarterly FoF, FvA, QoQ, and YoY performance and told driver story for monthly/quarterly business reviews.
Identified and implemented operational improvements, including: streamlined accounting hierarchy; created intuitive source-of-truth dashboards for Sales stakeholders.
$153MM Industrial Manufacturer
Led end-to-end assessment for Order to Cash / Supply Chain business processes starting from order capture to dispute resolution.
Conducted process workshops (leveraging design thinking techniques) and data analysis, examined operations and systems including receivables, payables, forecasting, purchasing, MRP, and inventory management.
Built a future state OTC process framework to drive consistency and optimization across divisions. Recommended improvements to systems, organizational structure, and financial controls, and developed proprietary analysis tools which reduced inventory by $6.5MM.
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Boutique Private Equity Firm
Helped upstart private equity firm build out investment theses and find/analyze deals.
Analyzed macro industry trends, competitive landscape, and led expert interviews to craft and test theses in areas such as healthcare, digital transformation, and manufacturing.
Built multi-scenario operating and DCF/LBO valuation models. Determined viability of deals based on MOIC and IRR and presented recommendations to investment committee/advisory team.
Created novel acquisition identification method. Found 50,000 companies in addressable universe, narrowed down to 1,000 possible targets, qualified list to top 30 of interest for outreach.
FOOD MANUFACTURER
Led cross-functional team in 3PL selection & implementation.
Documented business requirements, developed scorecard, evaluated candidates, confirmed operational competence & ability to support food storage/handling/recall standards.
Facilitated full Order to Cash supply chain integration, including fulfillment processes and IT/API development across multiple systems. Developed business case and budget for future order execution, fulfillment & freight costs.
Family Office ANGEl INVestments
Billionaire tech founder needed help keeping track of what was going on with his personal angel investment portfolio. We organized status updates and data on 100+ individual angel investments into a clean source-of-truth database, and created a dashboard to visualize performance by company, stage, sector, etc.
Multichannel/ location Consumer goods
Identified and implemented 3PL for D2C consumer goods fulfillment for multiple countries.
Used interviews, data analysis, and workshops, to develop full set of 3PL requirements. Identified / selected 3PL.
Worked with client and 3PL operations / technical personnel to define and implement integration systems, processes and operation. Evaluated systems and operations, including call center, order to cash, inventory and fulfillment processes.
Multichannel Manufacturer
Examined operations and systems including forecasting / planning, purchasing, order execution, credit, receivables, payables and inventory management.
Delivered process map and timeline analysis of current / proposed supply chain functions.
Reviewed purchasing agreements resulting in revamping of inventory plans and buying agreements. Developed sales forecasting / inventory planning model addressing root causes of order fulfillment delays and shortages.
