Our Portfolio:  Insights, Projects and Case Studies

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AI is shaking up logistics and distribution in a big way.

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Translating Strategy into Financial Language: 10 Essentials for Gaining Stakeholder Buy-In

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Strategy Deployment – Turning Strategy to Action and Results

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Product Profit Rebuild $3.5B Industrial/Consumer Products Manufacturer

W & N Partners

Situation: Business unit experiencing increasingly negative EBITDA. Multiple unsuccessful attempts to resolve the issue through different business finance managers. Key Results: Transformed a $20M annual loss into a $20M annual EBITDA by developing sophisticated financial bridges to identify and quantify the root causes of the losses. Conducted an in-depth analysis of cost accounting and standard…

Global COO for $1.2B Division of Fortune 500 CPG company

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Situation: – Complex global manufacturing and distribution network where all manufacturing plants and distribution centers had inconsistent metrics and mostly were fire fighting​ -Business was challenged as retailers and wholesalers drove more of the assortment to private label – requiring significant cost reductions to maintain margins​ Approach: – Implemented a top-down / bottom-ups strategy deployment…

Re-Build Corporate FP&A for Industrial Services PE owned firm

W & N Partners

Build out of the FP&A department from the ground up, creating centralized repositories for KPIs and financial metrics to enable daily reporting. Turned a COVID-year loss into profitability by developing a sophisticated labor analysis and tracking system. Automated monthly financial reporting for internal stakeholders and PE partners, as well as the creation of an automated monthly…