Strategic and Operational Consulting

Some business initiatives are too important to get wrong, but too complex to manage alongside day-to-day operations.

Projects such as expansion, cost reduction, systems implementation, or strategic planning require focused execution, financial discipline, and cross-functional coordination.

I work with business owners and leadership teams to plan and execute these initiatives, combining operational experience with structured financial analysis.

Representative Engagements

My consulting work is typically centered around initiatives that directly impact profitability, cash flow, and long-term business value.

Examples include:

Strategic Planning and Financial Modeling

Developed a comprehensive three-year operating budget with integrated income statement, balance sheet, and cash flow projections. The model incorporated normalized historical performance, management input, and market data, providing a structured financial roadmap for growth and improved decision-making.

Cost Reduction and Operational Turnaround

Led a cost reduction initiative for a manufacturing facility experiencing operating losses. Identified key cost drivers across warehousing, equipment downtime, and administrative functions, and drove targeted execution. The program delivered over $12 million in savings and positioned the business for breakeven performance.

Pricing and Tariff Optimization

Analyzed tariff classifications and cost structures for an importing business, working with suppliers and brokers to optimize HS and HTSUS codes. Reduced tariff exposure by approximately 30% and implemented pricing mechanisms that enabled recovery of over 80% of tariff costs from customers.

Systems and Process Transformation

Designed and implemented an integrated technology framework connecting CRM, ERP, and customer service platforms. Improved data visibility across functions, reduced inefficiencies, and accelerated sales and customer service processes.

Sales and Operations Planning (S&OP)

Implemented a structured S&OP process to align demand forecasting, production planning, and inventory management. Improved on-time delivery performance and reduced customer chargebacks by over 70%.

Facility Expansion and Capital Projects

Directed the expansion of a manufacturing facility, including lease negotiation, contractor selection, budgeting, and project governance. The project was completed on time and within budget, enabling the client to meet new production requirements.

 

My Approach

My approach begins with understanding how the business operates and what the initiative is intended to achieve. From there, I develop a structured financial and operational framework to evaluate the opportunity and guide execution.

This typically involves:
• identifying key financial and operational drivers
• building models to evaluate scenarios and outcomes
• aligning cross-functional teams around a clear plan
• supporting execution through disciplined tracking and governance

Because these initiatives are often time-sensitive and operationally complex, I work directly with leadership teams to help move projects forward while they remain focused on running the business.

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Why Clients Work With Me

Clients engage me for initiatives that require both financial rigor and operational execution.

They value:

• experience leading complex initiatives across operations, finance, and strategy
• ability to translate operational challenges into financial outcomes
• structured, data-driven approach to decision-making
• hands-on involvement in both planning and execution
• focus on measurable results - cost reduction, cash flow improvement, and operational efficiency

Fees
Consulting engagements vary depending on scope and complexity.
Fees are typically structured as a fixed project fee or hourly engagement.
I am happy to discuss your situation and determine the appropriate scope of work.
 

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