Rick is available for hire
Hire RickRick Ferrone
Verified Expert in Management Consulting
Management Consulting Expert
Orlando, FL, United States
Toptal member since July 4, 2022
Bio
Rick is a business strategy, financial planning, and operations expert with over 20 years of experience as a chief operating and strategy officer and a Big 5 management consultant. He has led three company turnarounds, including one for a $500 million multinational firm, growing revenue by 28% and increasing profitability by 21% within two years. Leveraging his experience with companies of all sizes and across industries, Rick is willing to start delivering value and results in new projects.
Career Highlights
COO
YLL
COO
RJ Henderson
Chief Strategy Officer
Attorneys' Title Fund Services
Education Highlights
Master's Degree
The University of Texas
Bachelor of Science Degree
The Ohio State University
Case Studies
Production Optimization
Financial Planning & Analysis (FP&A)Margin Optimization
Employee Turnover: Impact on Profitability and Solutions
AnalysisFinancial ModelingRoot-cause Analysis (RCA)Organization BuildingScenario AnalysisBusiness Planning+ 3 more
A Return to Profitability: Analysis and Solutions
AnalysisBoard ReportingRoot-cause Analysis (RCA)Financial ModelingChange ManagementBusiness Strategy+ 2 more
Expertise
- Business Development
- Business Strategy
- Business Transformation
- Change Management
- Critical Thinking
- Financial Planning & Analysis (FP&A)
- Leadership
- Operational Excellence
Work Experience
Financial Analyst
2025 - PRESENT
MT. LOOKOUT CHIROPRACTIC CENTER INC
- Identified the key financial drivers (cost and revenue), causing the company to operate at 5% net margin vs the industry standard of 20%-25% net margin.
- Provided client owners with an assessment of the company's compensation and productivity vs industry benchmarks, along with recommendations for improvement.
- Worked with the company's financial lead to clean up and improve the company's financial and performance reporting capabilities.
Focus areas: Cost Reduction & Optimization (Cost-down), Financial Analysis, Data Analysis, Financial Benchmarking, Cost Benchmarking, Healthcare, Compensation Plans, Business Modeling, Financial Reporting, Cash Flow Management, Finance Director, Cash Flow Modeling, Scenario Analysis, Financial Forecasting, Marketing Research & Analysis, Strategic Workforce Planning, Workforce Management (WFM), Accounting, Finance, Executive Consulting, Microsoft 365, Process Optimization, Operations Management, Stakeholder Engagement, Valuation
Strategy Executive
2025 - 2025
Agapes Way Inc
- Developed a 10x growth plan for this multi-offering service business, detailing growth drivers and the future facility, personnel, marketing, and infrastructure needs and timing.
- Built a multi-year, multi-service financial forecast that enables service-level assumption adjustments and quantifies the long-term impact on both the service and the overall organization.
- Identified and corrected multiple issues in the company’s financial statements and procedures, giving leadership accurate information for decision-making.
Focus areas: Business Strategy, Operations, Organizational Design, Process Flows, Financials, Budgeting, Organizational Strategy & Design, Operations Management, Stakeholder Engagement, Strategy Consulting, Strategy Planning
Sales & Marketing Strategy Consultant
2025 - 2025
Sema Technologies, Inc
- Defined the future state, scalable sales organization needed for SEMA to achieve its growth and revenue goals.
- Created a phased hiring and implementation plan to scale up the sales organization to achieve four objectives: 1) Achieve the revenue goals, 2) Reduce CEO's sales role, 3) Position SEMA for long-term growth, 4) Grow responsibly and mitigate risk.
- Provided best practices for establishing and developing a successful sales organization.
Focus areas: Growth Strategy, Sales Strategy, Marketing Strategy, Go-to-market (GTM) Strategy, Workforce Management (WFM), Executive Consulting, Microsoft 365, Process Optimization, Operations Management, Strategy Planning
Growth Expert
2024 - 2024
Gautam General Trading LLC
- Developed a list of possible new business ideas for the CEO with high-level analyses comparing the options.
- Developed detailed, full business plans for selection options, including market analysis, competitive analysis, sales and marketing plans, ramp-up, and full financial revenue and cost projections.
- Advised the CEO on the various business options and analyses.
Focus areas: Private Equity, CEO, Scaling, Growth Strategy, Restructuring, Discounted Cash Flow (DCF), Business Modeling, Marketplaces, Cash Flow Modeling, Financial Forecasting, Marketing Research & Analysis, Executive Consulting, Microsoft 365, Operations Management, Strategy Consulting, PowerPoint Design
Interim COO
2024 - 2024
Prioritize Wellness LLC
- Developed new product offerings and a new pricing model, enabling the company to build a sustained revenue stream by replacing its one-off sales model with a membership model.
- Developed a compensation and performance management program for the company, providing strong incentives to achieve company goals.
- Implemented improvements to the company's systems, metrics, and reports, providing management with better tools for tracking and managing performance.
Focus areas: COO, Process Optimization, Operational Efficiency Improvement, Operational Excellence, Business Strategy, Compensation Plans, Stakeholder Management, Business Modeling, Financial Reporting, Cash Flow Management, Cash Flow Modeling, Scenario Analysis, Financial Forecasting, Marketing Research & Analysis, Process Improvement, Training & Training Content Development, Schedule Optimization, Strategic Workforce Planning, Business Performance Management (BPM), Workforce Management (WFM), Accounting, Finance, Executive Consulting, Microsoft 365, Healthcare, Operations Management, Process Transformation, Stakeholder Engagement, Strategy Consulting, Infrastructure, PowerPoint Design, Strategy Planning
Market Research Consultant
2024 - 2024
A440 Management LLC
- Developed an executive compensation model for the CEO of a new venture arm of a large insurance firm seeking to acquire and advance technologies that would benefit the parent company, its agents, and its customers.
- Developed a set of performance criteria for the variable component of the compensation model. This ensured that CEO performance was evaluated not only on the success of the portfolio, but also on how well the portfolio businesses benefited the parent company.
- Researched performance metrics to ensure the targets used were realistic and accurately reflected good vs. average vs. poor performance.
Focus areas: Market Research, Compensation, Equity Compensation, Stock-based Compensation, Compensation Programs, Compensation Plans, Financial Reporting, Cash Flow Modeling, Financial Forecasting, Marketing Research & Analysis, Process Improvement, Executive Consulting, Microsoft 365, PowerPoint Design
Performance Improvement Enablement Expert (Toptal Internal)
2024 - 2024
Toptal
- Developed a comprehensive methodology for achieving operational excellence.
- Architected this methodology for Toptal, which will be used by its consultants to assist clients in improving operational performance and goal achievement.
- Ensured the methodology is applicable to all businesses and industries.
Focus areas: Performance Improvement, Business Advisory, Pitch Deck Consultant, Process Improvement, Business Performance Management (BPM), Executive Consulting, Microsoft 365, Process Optimization, Operations Management, Process Transformation, PowerPoint Design
CFO Consultant (Professional Services/Legal/Insurance)
2023 - 2024
Property Litigation Group, PLLC
- Identified substantial, ongoing financial data errors and inconsistencies across systems and reports. Management was previously unaware it was making business decisions based on inaccurate data.
- Improved financial operations and data integrity. Mentored the CFO, mapped current processes, identified issues, redesigned processes, eliminated redundancy, and implemented controls.
- Enhanced system integration and reporting. Mentored the CIO, eliminated data redundancy, automated data capture, implemented a data visualization tool, integrated the main systems, and created new automated reports.
- Provided this law firm with the capability to analyze profitability by individual case and aggregate that information to understand profitability by case type. Also provided the capability to forecast to enable growth planning.
Focus areas: Cash Flow, Cash Flow Analysis, CFO, Financial Analysis, Legal, Insurance, Financial Systems, Process Mapping, Process Design, Data Management, Change Management, Accounting, System Integration, SOP Development, Change Leadership, Finance Transformation, Coaching, Executive Coaching, Training, Fractional CFO, Stakeholder Management, Discounted Cash Flow (DCF), Financial Reporting, Cash Flow Management, Finance Director, Cash Flow Modeling, Financial Forecasting, Process Improvement, Three-statement Modeling, Training & Training Content Development, Business Performance Management (BPM), Finance, Executive Consulting, Microsoft 365, Operations Management, Process Transformation, Stakeholder Engagement, PowerPoint Design
Fractional COO
2023 - 2023
Primo Management Group Inc.
- Conducted analyses of current operations, identified areas for improvement, and worked with the CEO to develop a revenue growth plan and optimize marketing spend.
- Researched marketing firms and led the interview/selection process to hire a new firm. Worked with the marketing firm to create a new Google campaign and implemented software to block costly, malicious clicks.
- Developed process maps to identify issues and redesigned processes to streamline operations.
- Improved the sales operation, helping with sales training, hiring, performance evaluation, reporting, call monitoring, and developing sales support material.
Focus areas: COO, Chief Operations Officer (COO), Business Planning, Revenue Strategy, Marketing, Process Mapping, Process Design, Staff Management & Development, Hiring, Sales Training, Reporting, Strategic Planning, Zoho CRM, Data Analysis, Trend Analysis, Cash Flow, Cash Flow Analysis, Financial Analysis, Performance Management, Data Analytics, Company Strategy, Business Development, Compensation, Compensation Programs, Business Advisory, SOP Development, Fractional COO, Marketing Plans, Customer Acquisition, Change Management, Change Leadership, Business Transformation, Organizational Analysis, Coaching, Executive Coaching, Training, Financial Reporting, Cash Flow Management, Cash Flow Modeling, Financial Forecasting, Marketing Research & Analysis, Process Improvement, Training & Training Content Development, Strategic Workforce Planning, Business Performance Management (BPM), Workforce Management (WFM), Finance, Executive Consulting, Microsoft 365, Process Optimization, Operations Management, Process Transformation, Stakeholder Engagement, Strategy Consulting, PowerPoint Design
Interim COO
2022 - 2023
Alliance Investments Management LLC
- Oversaw the acquisition of a new company adding over $2 million in revenue and $350,000 in net income to the company's portfolio; managed the sourcing team to build a pipeline of over $50 million in additional acquisitions.
- Oversaw the operations of eight of the firm's portfolio companies. Developed business plan templates and worked with GMs to develop annual business plans, budgets, sales forecasts, KPIs, and reports.
- Led internal company operations, overseeing the new business sourcing as well as the accounting and finance departments. Managed relationships with investment partners and led the development of performance dashboards.
- Spearheaded the development of the firm's long-term vision, objectives, and business plan. Worked with the CEO to restructure the company along industry segments and present the vision and plan to the rest of the company.
- Developed new compensation structures with bonus plans that tied to the achievement of the firm's goals.
Focus areas: CFO, Accounting, Financial Modeling, Investment Funds, Underwriting, Private Equity, Growth Strategy, Growth Strategy Consultants, Revenue Strategy, Implementation, Process Design, Business Strategy, COO, Business Operations, Logistics & Supply Chain, Performance Improvement, Strategic Planning, Data Analysis, Cash Flow, Cash Flow Analysis, Financial Analysis, Performance Management, Data Analytics, Company Strategy, Business Development, Compensation, Compensation Programs, Pricing Models, Business Advisory, SOP Development, Fractional COO, Marketing Plans, Human Resources (HR), Fundraising, Customer Acquisition, Change Management, Change Leadership, Business Transformation, Organizational Analysis, Coaching, Executive Coaching, Chief Operations Officer (COO), Organizational Design, GAP Analysis, Structure & Organizational Design, Resource Allocation, Compensation Plans, Stakeholder Management, Business Modeling, Mergers & Acquisitions (M&A), Financial Reporting, Cash Flow Management, Finance Director, Marketplaces, Cash Flow Modeling, Scenario Analysis, Financial Forecasting, Marketing Research & Analysis, Process Improvement, Strategic Workforce Planning, Business Performance Management (BPM), Workforce Management (WFM), Finance, Executive Consulting, Microsoft 365, Process Optimization, Operations Management, Team Leadership, Stakeholder Engagement, Strategy Consulting, Infrastructure, PowerPoint Design, Strategy Planning
Change Manager | Collateral Development
2022 - 2022
Toptal
- Developed an end-to-end supply chain best practices document for an internal Toptal project.
- Performed best practices to cover the technology needed to monitor and optimize manufacturing.
- Developed the document that, in addition to the mechanics and processes of the supply chain, also covered supply chain strategies and optimizations.
Focus areas: Change Management, Business Strategy, Strategy, Consulting, Go-to-market (GTM) Strategy, Logistics, Logistics & Warehousing, Supply Chain Operations, Pitch Deck Consultant, Change Leadership, Business Performance Management (BPM), Executive Consulting, Microsoft 365, PowerPoint Design
COO
2019 - 2020
YLL
- Transformed the operations at this fast-growing, multi-office company, increasing profitability by 14% in the first year and resulting in the company's acquisition by a larger competitor.
- Led and managed all business functions, except sales, heading the development of the 5-year financial and strategic plans, rebuilding the management team, redesigning processes and systems, installing KPIs, and establishing a new corporate culture.
- Improved company-wide employee performance by 93%, working with each department head to define, monitor, and achieve a set of quantified, time-based financial and operational goals for their area.
- Enhanced workforce quality and stability reducing employee turnover by 110% and achieving an employee satisfaction rating of 77%.
- Restructured and streamlined the organization, reducing corporate overhead by $300,000 (20%) per year.
- Developed a high-performing, cohesive management team by providing clear direction and support, cultivating a sense of team and collaboration, and implementing performance-based bonus plans.
Focus areas: Operations, Strategy, Profit & Loss (P&L), Organization Building, Leadership, Team Building, Process Design, Culture Development, Business Processes, Business Process Modeling, Business Process Analysis, Operating Models, Corporate, People Management, Organizational Change Management (OCM), B2B, Pricing, Go-to-market (GTM) Strategy, Growth Strategy, Value Proposition, Market Opportunity Analysis, Market Sizing, Business to Business (B2B), Forecasting, Business Planning, Business Models, Product Growth, Go-to-market Plans, COO, Growth, Sales Growth, Revenue & Expense Projections, Market Research, Staffing, United States, Operational Efficiency Improvement, Process Mapping, Competitive Analysis, Competition Research, Growth Strategy Consultants, Revenue Strategy, Implementation, Business Strategy, Business Operations, Performance Improvement, Organizational Strategy & Design, Strategic Planning, TOM, Data Analysis, Trend Analysis, Cash Flow, Cash Flow Analysis, Financial Analysis, Performance Management, Data Analytics, Company Strategy, Pitch Decks, Business Proposals, Business Development, Collaboration, Compensation, Compensation Programs, Pricing Models, Business Advisory, Contract Management, SOP Development, Human Resources (HR), Pitch Deck Consultant, Change Management, Change Leadership, Business Transformation, Finance Transformation, Organizational Analysis, Coaching, Executive Coaching, Training, Chief Operations Officer (COO), Organizational Design, GAP Analysis, Structure & Organizational Design, Resource Allocation, Compensation Plans, Stakeholder Management, Discounted Cash Flow (DCF), Business Modeling, Financial Reporting, Cash Flow Management, Cash Flow Modeling, Financial Forecasting, Marketing Research & Analysis, Process Improvement, Training & Training Content Development, Schedule Optimization, Strategic Workforce Planning, Business Performance Management (BPM), Workforce Management (WFM), Scheduling, Accounting, Finance, Executive Consulting, Microsoft 365, Process Optimization, Operations Management, Team Leadership, Process Transformation, Stakeholder Engagement, Strategy Consulting, Infrastructure, PowerPoint Design, Strategy Planning
COO
2012 - 2019
RJ Henderson
- Served as a founding partner of this innovative consumer products startup, building from an idea to a $7 million business and creating the highest quality product on the market.
- Led all strategic planning, financial planning, product ideation and development, and business development efforts.
- Identified an untapped market opportunity and quickly established the brand as a market leader, delivering indisputable quality advantages and earning the most prestigious industry awards.
- Grew the annual revenue by over 100% for four consecutive years, opening new markets, hiring and managing sales teams, partnering with complementary brands, and expanding marketing campaigns.
- Reduced operating costs by 42%, simplifying product design, renegotiating vendor contracts, and gaining efficiencies in manufacturing, warehousing, and supply chain.
- Managed the complex and time-sensitive supply chain process, coordinating the on-time delivery of perishable ingredients from over 20 suppliers and shippers.
- Led the development and management of the operating budget and cash flow. Created financial models, reports, and KPIs to better inform and improve company processes, planning, and decision making.
Focus areas: New Product Business Cases, Strategy, Operations, Financial Planning & Analysis (FP&A), Profit & Loss (P&L), Market Research & Analysis, Vendor Management, Contract Drafting, Marketing, Publicity, Content Strategy, Product Branding, Brand Identity, Storytelling, Design Thinking, Branding, Business Processes, Business Process Modeling, Business Process Analysis, Operating Models, Brand Building, Public Relations (PR), Content Writing, Startups, Consumer Products, Corporate, People Management, Digital Marketing Strategy, Marketing Strategy, B2B Partnerships, Pricing, Go-to-market (GTM) Strategy, Product-market Fit, Business Partnerships, Brand Strategy, Partnerships, Strategic Partnerships, Growth Strategy, Value Proposition, Market Opportunity Analysis, Market Sizing, Market Segmentation, Customer Segmentation, Product Marketing, Chief Marketing Officer (CMO), Marketing Leadership, Mobile User Acquisition, Mobile, B2C, Business to Consumer (B2C), Financial Modeling, Supply Chain, Logistics & Supply Chain, Pricing Consulting, Forecasting, Business Planning, Business Models, Product Growth, Market Fit, Go-to-market Plans, COO, CFO, Growth, Sales Growth, Product Launch, Sales, Launch Strategy, Idea Validation, Early-stage Startups, Sales Strategy, eCommerce, Product Strategy, Revenue & Expense Projections, Sales Operations, Market Research, United States, Lean Product Manager, Operational Efficiency Improvement, Process Mapping, Competitive Analysis, Competition Research, Growth Strategy Consultants, Revenue Strategy, Purchasing, Procurement, Sourcing & Procurement, Implementation, Process Design, Business Strategy, Business Operations, Marketing Mix, Manufacturing, Performance Improvement, Strategic Planning, Product Design, New Products, Data Analysis, Trend Analysis, Luxury Industry, Cash Flow, Cash Flow Analysis, Financial Analysis, Data Analytics, Company Strategy, Consumer Packaged Goods (CPG), FMCG, Pitch Decks, Business Proposals, Food & Beverage, CPG, Business Development, Direct to Consumer (D2C), Logistics, Logistics & Warehousing, Compensation Programs, Pricing Models, Business Advisory, CEO, Contract Management, SOP Development, Marketing Plans, Pitch Deck Consultant, Fundraising, Customer Acquisition, Change Leadership, Business Transformation, Finance Transformation, Innovation, Innovation Strategy, Chief Operations Officer (COO), Resource Allocation, Discounted Cash Flow (DCF), Business Modeling, Financial Reporting, Cash Flow Management, Finance Director, Marketplaces, Cash Flow Modeling, Scenario Analysis, Financial Forecasting, Marketing Research & Analysis, Process Improvement, Quality Assurance (QA), Training & Training Content Development, Schedule Optimization, Strategic Workforce Planning, Business Performance Management (BPM), Workforce Management (WFM), Scheduling, Accounting, Finance, Executive Consulting, Microsoft 365, New Product Development, Process Optimization, Operations Management, Team Leadership, Process Transformation, Strategy Consulting, Infrastructure, PowerPoint Design, Strategy Planning
Chief Strategy Officer
2009 - 2012
Attorneys' Title Fund Services
- Guided the turnaround of this $100 million company, facing bankruptcy due to dramatic market changes. I also drove improvements throughout the company.
- Increased profitability by 52% over three years by redesigning the business model, the pricing model, and the product offerings.
- Spearheaded operational changes that led to a 45% growth in revenue. Partnered with sales leaders and staff to establish new metrics, improve tracking, and increase focus on the higher revenue customers.
- Increased the ROI of corporate initiatives by 37% by leading a project portfolio analysis and prioritization leadership team and implementing improvements identified by the team.
- Led the redesign of the customer support model, increasing profitability by 30% and increasing customer satisfaction by 45% within the first six months.
- Developed high-performing teams, providing coaching, setting clear goals, and removing barriers that enabled people to take on greater responsibilities and deliver better results.
- Led the design and implementation of executive dashboards with roll-up and drill-down capabilities, significantly improving leadership's ability to identify performance issues, successes, and trends.
- Improved IT operations by 18%, eliminating costs, reengineering processes, and renegotiating vendor contracts.
Focus areas: Business Transformation, Operations, Business Process Re-engineering, Strategy, Profit & Loss (P&L), Customer Service, Financial Planning & Analysis (FP&A), Market Research & Analysis, Marketing, Key Performance Indicators (KPIs), Reporting, Board Reporting, Portfolio Management, Project Management, Program Management, Organizational Change Management (OCM), Content Strategy, Product Branding, Brand Identity, Branding, Business Processes, Business Process Modeling, Business Process Analysis, Operating Models, Brand Building, Content Writing, Corporate, People Management, Digital Marketing Strategy, Marketing Strategy, B2B, Pricing, Go-to-market (GTM) Strategy, Brand Strategy, Customer Lifetime Value (CLV), Growth Strategy, Value Proposition, Market Opportunity Analysis, Market Sizing, Market Segmentation, Customer Segmentation, Product Marketing, Financial Modeling, Business to Business (B2B), Pricing Consulting, Forecasting, Management Consulting, Business Planning, Board Presentations, Business Models, Product Growth, Market Fit, Go-to-market Plans, COO, Growth, Sales Growth, Idea Validation, Sales Strategy, Product Strategy, Revenue & Expense Projections, Sales Operations, Market Research, United States, Operational Efficiency Improvement, Process Mapping, Competitive Analysis, Competition Research, Growth Strategy Consultants, Revenue Strategy, Purchasing, Procurement, Sourcing & Procurement, Implementation, Process Design, Business Strategy, Business Operations, Marketing Mix, Performance Improvement, Organizational Strategy & Design, Strategic Planning, TOM, Data Analysis, Trend Analysis, Cash Flow, Cash Flow Analysis, Financial Analysis, Performance Management, Data Analytics, Company Strategy, Pitch Decks, Business Proposals, Business Development, Compensation, Pricing Models, Supply Chain Operations, Contract Management, SOP Development, Marketing Plans, Human Resources (HR), Pitch Deck Consultant, Customer Acquisition, Change Leadership, Finance Transformation, Innovation, Innovation Strategy, Organizational Analysis, Coaching, Executive Coaching, Training, Chief Operations Officer (COO), Organizational Design, GAP Analysis, Structure & Organizational Design, Resource Allocation, Compensation Plans, Stakeholder Management, Discounted Cash Flow (DCF), Business Modeling, Financial Reporting, Cash Flow Management, Finance Director, Cash Flow Modeling, Scenario Analysis, Financial Forecasting, Marketing Research & Analysis, Process Improvement, Three-statement Modeling, Training & Training Content Development, Schedule Optimization, Strategic Workforce Planning, Business Performance Management (BPM), Workforce Management (WFM), Accounting, Finance, Executive Consulting, Process Optimization, Operations Management, Team Leadership, Process Transformation, Stakeholder Engagement, Strategy Consulting, Infrastructure, PowerPoint Design, Strategy Planning
Director of Strategic Planning
2006 - 2009
Holland & Knight
- Developed and implemented the plan to transform this $500 million, 1200-person business that was increasingly losing market share. Increased profitability by 21% in two years through more rigorous strategic planning and operational improvements.
- Spearheaded the implementation of financial and operational plans, partnering with business unit (BU) leaders to develop budgets and tactics to achieve their BU goals and further the firm's goals.
- Led the role in growing company revenue by 28%, partnering with Marketing to identify new services, target clients with the highest revenue potential, enhance client relationships, and implement metrics to track the success of marketing programs.
- Headed the strategic planning process, working with senior leadership to define and communicate the firm's direction and performance goals.
- Led a fourteen-team cost-reduction task force, uncovering $16.5 million in savings.
- Developed reports and metrics, enabling executives and business unit leaders to track progress.
- Facilitated a redesign of the marketing organization, helping the team assess and improve its service model, organizational structure, composite skill set, and return on investment (ROI).
Focus areas: Business Strategy, Profit & Loss (P&L), Operations, Cost Reduction & Optimization (Cost-down), Change Management, Market Research & Analysis, Marketing, Key Performance Indicators (KPIs), Reporting, Financial Planning & Analysis (FP&A), Content Strategy, Product Branding, Brand Identity, Branding, Business Processes, Business Process Modeling, Business Process Analysis, Operating Models, Brand Building, Corporate, People Management, Organizational Change Management (OCM), Marketing Strategy, B2B, Go-to-market (GTM) Strategy, Brand Strategy, Growth Strategy, Value Proposition, Market Opportunity Analysis, Market Sizing, Marketing Leadership, Chief Marketing Officer (CMO), Financial Modeling, Business to Business (B2B), Forecasting, Business Planning, Board Presentations, Business Models, Product Growth, Market Fit, Go-to-market Plans, Strategy, Growth, Sales Growth, Product Launch, Sales Strategy, Revenue & Expense Projections, Market Research, Staffing, United States, Operational Efficiency Improvement, Process Mapping, Competitive Analysis, Competition Research, Growth Strategy Consultants, Revenue Strategy, Implementation, Process Design, Business Operations, Performance Improvement, Organizational Strategy & Design, Strategic Planning, Product Design, Data Analysis, Cash Flow, Cash Flow Analysis, Financial Analysis, Legal, Performance Management, Data Analytics, Company Strategy, Pitch Decks, Business Proposals, Business Development, Business Advisory, SOP Development, Marketing Plans, Pitch Deck Consultant, Customer Acquisition, Change Leadership, Business Transformation, Finance Transformation, Organizational Analysis, Organizational Design, GAP Analysis, Structure & Organizational Design, Resource Allocation, Stakeholder Management, Discounted Cash Flow (DCF), Mergers & Acquisitions (M&A), Financial Reporting, Financial Forecasting, Marketing Research & Analysis, Process Improvement, Strategic Workforce Planning, Business Performance Management (BPM), Workforce Management (WFM), Finance, Executive Consulting, Process Optimization, Operations Management, Team Leadership, Process Transformation, Stakeholder Engagement, Strategy Consulting, Infrastructure, PowerPoint Design, Strategy Planning
Principal
2002 - 2006
The Northhighland Company
- Served as a management consultant leading several large, complex, and strategic initiatives.
- Developed a $600 million restructuring plan for a $160 billion telecommunications company, defining a new operational model for ten departments and 34,000 employees that delivered a $700 million return in three years.
- Led the development of a $6 million business case for a large telecommunications client, defining an approach for expanding services to an untapped $3 billion market and capturing tens of millions of dollars in new revenue.
- Defined and implemented a process for managing the $100 million IT project portfolio of a Fortune 50 client. The process included assessing market demand and need for each project, solution options, development plans, and budgetary needs.
- Developed a business case for the governor of Florida that defined a $30 million program to spur economic development by luring new businesses to the state. This business case became law and known as the Florida Opportunity Fund.
- Created business plans enabling four high-tech startups to acquire their next round of funding. Each plan included the product value proposition, market and competitor analysis, pricing, market penetration strategies, and financial forecasts.
Focus areas: Business Plan Consulting, Organizational Design, Market Research & Analysis, Budgeting, Business Process Re-engineering, Project Management, Venture Funding, Management, Business Processes, Business Process Modeling, Business Process Analysis, Operating Models, People Management, B2B, Solar, Renewables, Go-to-market (GTM) Strategy, Product-market Fit, Business Partnerships, Partnerships, Strategic Partnerships, Technology, Growth Strategy, Value Proposition, Market Opportunity Analysis, Market Sizing, Market Segmentation, Customer Segmentation, Product Marketing, Business to Business (B2B), Forecasting, Enterprise Software, Management Consulting, Business Planning, Business Models, Market Fit, Go-to-market Plans, Strategy, Growth, Sales Growth, Sales, Idea Validation, Early-stage Startups, Venture Capital, Revenue & Expense Projections, Market Research, United States, Operational Efficiency Improvement, Process Mapping, Growth Strategy Consultants, Revenue Strategy, Implementation, Process Design, Business Strategy, Business Operations, Performance Improvement, Organizational Strategy & Design, Strategic Planning, TOM, Data Analysis, Trend Analysis, Performance Management, Data Analytics, Pitch Decks, Business Proposals, Business Development, Chief of Staff, Business Advisory, Private Equity, Contract Management, SOP Development, Marketing Plans, Pitch Deck Consultant, Fundraising, Change Leadership, Organizational Analysis, Coaching, Executive Coaching, Training, GAP Analysis, Structure & Organizational Design, Resource Allocation, Fractional CFO, Stakeholder Management, Business Modeling, Financial Reporting, Marketplaces, Scenario Analysis, Financial Forecasting, Marketing Research & Analysis, Process Improvement, Training & Training Content Development, Strategic Workforce Planning, Business Performance Management (BPM), Workforce Management (WFM), Accounting, Finance, Executive Consulting, Healthcare, New Product Development, Process Optimization, Operations Management, Team Leadership, Process Transformation, Stakeholder Engagement, Strategy Consulting, Infrastructure, PowerPoint Design, Strategy Planning
Manager
1994 - 2000
Arthur Andersen Consulting
- Led efforts on several complex, multi-million dollar engagements, successfully delivering solutions for mid-size to Fortune 100 business clients.
- Served as the program manager on a $60 million, 200-person reengineering initiative for a Fortune 100 client, identifying and driving resolution of critical project issues.
- Led a $2 million business financial system and process reengineering initiative, finishing on time and achieving all objectives. Handled the whole product design, customization, release schedule, and rollout.
- Spearheaded the product redesign strategy for a $50 million business unit facing a down market, identifying changing needs, assessing competitive strengths, and defining viable new product offerings.
- Led the design and implementation of the financial management and program management business units for a $1 billion organization, directing work planning, staffing, task management, communication, time and budget management, and solution delivery.
- Served as the financial lead on two different enterprise resource planning (ERP) selection efforts, assisting clients in defining financial processing needs, evaluating ERP alternatives, and selecting the best system.
Focus areas: Business Process Re-engineering, PeopleSoft ERP Application, Strategy, Organizational Design, Project Management, Program Management, Business Cases, Financial Controls & Processes, Change Management, Product Branding, Brand Identity, Storytelling, Branding, Business Processes, Business Process Modeling, Business Process Analysis, Operating Models, Content Writing, Startups, People Management, Organizational Change Management (OCM), Marketing Strategy, B2B, Go-to-market (GTM) Strategy, Product-market Fit, Business Partnerships, Brand Strategy, Partnerships, Strategic Partnerships, Technology, Market Sizing, Enterprise Resource Planning (ERP), Business to Business (B2B), Building Materials, Forecasting, Enterprise Software, Management Consulting, Business Planning, Sales, Sales Strategy, Product Strategy, Fintech, Fintech Consultant, United States, Operational Efficiency Improvement, Process Mapping, Competition Research, Growth Strategy Consultants, Revenue Strategy, Implementation, Process Design, Business Strategy, Business Operations, Tech Sales, SaaS, Software as a Service (SaaS), Software, Manufacturing, Performance Improvement, Certified Public Accountant (CPA), Strategic Planning, TOM, Data Analysis, Trend Analysis, Insurance, Performance Management, Data Analytics, Pitch Decks, Business Proposals, Business Advisory, SOP Development, Marketing Plans, Pitch Deck Consultant, Fundraising, Customer Acquisition, Innovation, Innovation Strategy, Organizational Analysis, Coaching, Executive Coaching, Training, GAP Analysis, Structure & Organizational Design, Resource Allocation, Fractional CFO, Stakeholder Management, Business Modeling, Financial Reporting, Cash Flow Management, Scenario Analysis, Process Improvement, Quality Assurance (QA), Business Performance Management (BPM), Workforce Management (WFM), Scheduling, Accounting, Finance, Executive Consulting, Process Optimization, Operations Management, Team Leadership, Process Transformation, Stakeholder Engagement, Strategy Consulting, Energy, Telecommunications, Infrastructure, PowerPoint Design, Strategy Planning
Education
1989 - 1990
Master's Degree in Business Administration (MBA)
The University of Texas - Arlington, Texas, USA
1981 - 1986
Bachelor of Science Degree in Industrial and Systems Engineering
The Ohio State University - Columbus, Ohio, USA
Skills
Finance
Financial Planning & Analysis (FP&A), Cost Reduction & Optimization (Cost-down), Financial Modeling, Pricing, Market Opportunity Analysis, Forecasting, CFO, Revenue & Expense Projections, Market Research, Accounting, Data Analysis, Cash Flow, Business Advisory, Fundraising, GAP Analysis, Discounted Cash Flow (DCF), Financial Reporting, Cash Flow Modeling, Profit & Loss (P&L), Budgeting, Mergers & Acquisitions (M&A), Valuation, Venture Funding, Customer Lifetime Value (CLV), Private Equity, Certified Public Accountant (CPA), Financial Systems, Financial Benchmarking, Cost Benchmarking, Three-statement Modeling
Output Software
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Google Docs
Industry Expertise
Early-stage Startups, Food & Beverage, Logistics, Telecommunications, Consumer Products, Technology, Mobile User Acquisition, Venture Capital, Software, Insurance, Healthcare, Energy, Building Materials
Geographic Expertise
United States
Other
Business Process Re-engineering, Creative Problem Solving, Analysis, Critical Thinking, Operational Excellence, Business Strategy, Project Management, Leadership, Market Research & Analysis, Business Transformation, Change Management, Business Plan Consulting, Organizational Design, Business Cases, Business Development, Collaboration, Scenario Analysis, Business Planning, Operations, Content Strategy, Product Branding, Brand Identity, Branding, Business Processes, Business Process Modeling, Business Process Analysis, Operating Models, Brand Building, Startups, Corporate, People Management, Organizational Change Management (OCM), Marketing Strategy, B2B, Go-to-market (GTM) Strategy, Brand Strategy, Growth Strategy, Value Proposition, Product Marketing, Chief Marketing Officer (CMO), B2C, Business to Consumer (B2C), Business to Business (B2B), Logistics & Supply Chain, Management Consulting, Board Presentations, Business Models, Product Growth, Go-to-market Plans, COO, Strategy, Growth, Sales Growth, Sales Strategy, Product Strategy, Operational Efficiency Improvement, Process Mapping, Marketing Leadership, Competitive Analysis, Competition Research, Growth Strategy Consultants, Revenue Strategy, Implementation, Process Design, Business Operations, Manufacturing, Performance Improvement, Organizational Strategy & Design, Strategic Planning, Consulting, Production Support, Process Flows, Chief Operations Officer (COO), Product Design, New Products, TOM, Trend Analysis, Cash Flow Analysis, Financial Analysis, Performance Management, Data Analytics, Company Strategy, Consumer Packaged Goods (CPG), FMCG, Pitch Decks, Business Proposals, CPG, Direct to Consumer (D2C), Logistics & Warehousing, Chief of Staff, Compensation, Compensation Programs, Pricing Models, CEO, Supply Chain Operations, Contract Management, SOP Development, Fractional COO, Marketing Plans, Pitch Deck Consultant, Customer Acquisition, Change Leadership, Finance Transformation, Innovation, Innovation Strategy, Organizational Analysis, Coaching, Executive Coaching, Training, Structure & Organizational Design, Resource Allocation, Fractional CFO, Process Optimization, Compensation Plans, Stakeholder Management, Business Modeling, Cash Flow Management, Finance Director, Marketplaces, Financial Forecasting, Marketing Research & Analysis, Process Improvement, Quality Assurance (QA), Training & Training Content Development, Schedule Optimization, Strategic Workforce Planning, Business Performance Management (BPM), Workforce Management (WFM), Scheduling, Finance, Executive Consulting, Microsoft 365, Operations Management, Team Leadership, Process Transformation, Stakeholder Engagement, Strategy Consulting, Infrastructure, PowerPoint Design, Strategy Planning, Quality Management, Management, Communication, Risk Management, Portfolio Analytics, Organization Building, Team Building, Culture Development, New Product Business Cases, Vendor Management, Marketing, Customer Service, Key Performance Indicators (KPIs), Reporting, Board Reporting, Portfolio Management, Program Management, Financial Controls & Processes, Revenue Growth, Product Management, Storytelling, Design Thinking, Public Relations (PR), Content Writing, Digital Marketing Strategy, B2B Partnerships, Product-market Fit, Business Partnerships, Partnerships, Strategic Partnerships, Market Sizing, Market Segmentation, Customer Segmentation, Mobile, Supply Chain, Pricing Consulting, Enterprise Software, Market Fit, Product Launch, Sales, Launch Strategy, Idea Validation, eCommerce, Sales Operations, Staffing, Lean Product Manager, Purchasing, Procurement, Sourcing & Procurement, Marketing Mix, SaaS, Software as a Service (SaaS), Telemetry, Luxury Industry, Legal, Human Resources (HR), New Product Development, Contract Drafting, Publicity, PeopleSoft ERP Application, Margin Optimization, Root-cause Analysis (RCA), Solar, Renewables, Enterprise Resource Planning (ERP), Fintech, Fintech Consultant, Investment Funds, Underwriting, Tech Sales, Staff Management & Development, Hiring, Sales Training, Zoho CRM, Equity Compensation, Stock-based Compensation, Fractional Chief Strategy Officer, Data Management, System Integration, Scaling, Restructuring, Financials
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