Strategic CFO Advisory & Financial Consulting

Challenge

Leading specialty rental company with $75M+ revenue needed comprehensive financial leadership to navigate expansion while improving profitability and operational efficiency.

Solution

• Redesigned revenue strategy and pricing structure creating clear path to profitability
• Successfully upsized borrowing facility from $25M to $50M to fund growth initiatives
• Implemented integrated technology platform (ERP, tax software, analytics, fleet tracking)
• Reorganized business insurance and health programs achieving 15% cost reduction
• Managed multiple financial and lender audits ensuring full compliance

Results

Delivered 10% year-over-year revenue growth while adding $20M+ in rental capital expenditures and opening 3 new locations in 14 months. Improved operational efficiency by 25% through digital transformation while establishing clear path to profitability.

Challenge

Fast-growing sports technology platform connecting student athletes with college coaches needed financial infrastructure and strategic guidance to scale operations while achieving profitability.

Solution

• Redesigned revenue strategy and pricing structure enabling sustainable growth model
• Negotiated 4 strategic partnerships expanding platform reach to 250K additional student athletes
• Secured exclusive partnerships with major state high school associations
• Performed comprehensive two-year financial and technical audit
• Established HR infrastructure, payroll systems, and employee benefits programs

Results

Achieved 200% platform growth (from 30K to 90K student athletes, 100 to 300+ coaches) with clear path to profitability. Strategic partnerships expanded reach by 250K users while improving employee retention by 40% through comprehensive HR improvements.

Challenge

Major portable storage company needed leadership for complex merger integration while simultaneously driving revenue optimization and digital transformation initiatives across 2,400 employees.

Solution

• Served as key integration team lead for merger, managing financial due diligence and post-merger integration
• Successfully implemented AI-powered pricing solution driving intelligent revenue optimization
• Led digital transformation initiative implementing data governance framework
• Partnered with Sales and Supply Chain to create three new business lines
• Created "Evergreen Financial Model" defining key KPIs for investor guidance

Results

Achieved 8% revenue increase and 12% profit margin improvement through AI-powered pricing. Generated $15M in new annual revenue through three new business lines. Improved data accessibility by 50% while successfully managing complex merger integration.

Challenge

$1.5B major market radio business covering 28 largest US markets needed operational optimization, working capital improvement, and team restructuring to improve financial performance.

Solution

• Managed 9 VP-level finance professionals and 150-person field finance team
• Redesigned finance roles to increase talent level and business acumen
• Improved corporate liquidity by addressing Collections and A/R processes
• Identified operational optimization opportunities across staffing, outsourcing, and procurement
• Designed and implemented Finance Center of Excellence for organization-wide improvement

Results

Reduced Days to Collect by 25% year-over-year generating significant working capital improvement. Identified $15M in annualized synergies through operational optimization. Successfully restructured large finance team to improve business partnership and financial stewardship.

Challenge

Institutional division managing $960B in assets and 2,500 employees needed comprehensive cost optimization, profitability analysis, and revenue enhancement strategies.

Solution

• Designed and implemented "Bend the Cost Curve" initiative examining organizational efficiency
• Led comprehensive reevaluation of client and business segment profitability
• Realigned resources based on ROI metrics across Sales, Marketing, Operations, and Risk
• Created pricing and revenue teams to improve internal processes and capture new revenue streams
• Developed Institutional Innovation Center pursuing next-generation products and services

Results

Identified $25M in savings opportunities across 2015-2016. Improved pricing processes and captured new revenue streams while eliminating leakage. Successfully realigned resources to focus on highest ROI opportunities across the division.