Case Studies

We have completed over 40 engagements with $1B of deal value and $50M+ of EBITDA improvements

Led integration management office (IMO) for post-merger integration of two carbon offset and project development companies on behalf of PE fund.
Integrated combined operations across ~10 functional teams (Finance, Sales, Marketing, IT, HR, etc.).
Work resulted in unified financial reporting, integrated selling motion/go-to-market, aligned business processes, and single, go-forward IT (ERP) and marketing plans.

Led project management office (PMO) for client’s financial and operational initiatives (COO/CFO-led).
On behalf of COO, created operational playbooks to define standards for integrating acquired companies (‘integration playbook’) and performing the general manager role (‘GM playbook’).
In partnership with CFO and FPA Manager, led development of detailed accounting procedures for creating annual plan/quarterly forecasts, executing month-end close, and managing non-coded credit card expenses.

Led design of asset management functional metrics across 5 business units (BUs) for government-owned electric utility based in Middle East (BUs = Finance, Engineering, Maintenance, Ops. & Control, Tech. Services).
Work resulted in ‘Tier 1’, real-time metric dashboard integrated with asset management IT platform including metric name, definition, formula, reporting frequency, target (month/YTD), priority, and owner.

Interim Director for Caribbean-based electric utility (Title III Bankruptcy), responsible for management of Financial Operations functions - customer billing, credit & collections, payment processing, and theft mitigation.
Stood up new Billing Services and Credit & Collections organizations which included screening and hiring ~200 FTEs.
Established future utility standards (policies, procedures, processes) for key processes – customer billing, credit & collections and payment processing.
Outsourced bill print & delivery function to 3rd-party vendor (~$9M annual spend; achieved ~9% cost savings).
Led bill statement re-design project, documented IT/business requirements, and facilitated UAT testing of new bill
for utility’s ~1.5M customer base (aligned to Oracle CC&B CIS system).

Facilitated implementation of new operating model at bankrupt investor-owned utility (Chapter 11 Bankruptcy) to drive accountability within / across electric and gas operating units as well as shared services functions.
Key functional areas - Asset Management, Gas Operations, Human Resources, Real Estate, and Supply Chain.
Project work included assessing current state, identifying key gaps, establishing clear roles & responsibilities, and implementing governance model.