Projects & Success Stories

Industry: Data & Analytics

Scope: Chief Accounting Officer & Global Controllership Transformation

Challenges: After a $2B acquisition, NIQ needed to integrate global accounting operations, strengthen SOX compliance, and prepare for IPO readiness. Finance was heavily outsourced, lacked standardization, and struggled with revenue recognition and reporting inefficiencies.

 

Approach: As Interim CAO, led 900 employees across 80 countries. Transitioned financial shared services from a third-party to internal offshore towers, restructured controllership, and improved compliance, reporting, and performance management.

Results:

• Increased revenue by $10M through corrected ASC 606/326 application.

• Reduced costs by $2M annually through controllership restructuring.

• Built internal offshore SSC to replace third-party dependence.

• Integrated a $2B acquisition across P2P, O2C, R2R, and consolidations.

• Streamlined processes, increasing profitability by $8M annually.

• Reengineered SOX framework, eliminating deficiencies.
  Key Takeaway: Positioned NIQ for IPO readiness by transforming a fragmented global finance function into a streamlined, compliant, and performance-driven organization.

Industry: Wholesale Distribution

Scope: Head of Financial Shared Services & Finance Transformation

Challenges: ATD needed to modernize finance operations, strengthen SOX compliance, and unlock working capital. Legacy processes drove inefficiencies in O2C and P2P, creating high past due balances, poor cash application, and missed discounts.

Approach: Transitioned shared services to offshore model, redesigned O2C and P2P platforms, and implemented stronger controls and working capital levers.

Results:

• O2C: Reduced DSO from 78 → 31; cut A/R past due from 37% → 8%; reduced unapplied cash from $100M → <$5M; improved CEI from 59 → 83.

• P2P: Reduced AP past due to <1%; extended DPO by 2 days, generating $23M in working capital; increased discount capture by 75%, adding $60M annually.

• Freight: Transitioned freight pay to 3PL; recovered $20M through audit and payment controls.

• Controls: Rebuilt SOX framework, eliminating material weaknesses.
  Key Takeaway: Delivered $100M+ in working capital impact while achieving SOX compliance and creating a scalable finance model.

Industry: Transportation

Scope: Procure-to-Pay Transformation (Basware, JDE, Hexagon, Paymode)

 

Challenges: Following the Transdev/First Transit merger, the companies operated separate systems and inconsistent vendor processes, creating inefficiencies in invoice-to-pay, onboarding, and compliance.

 

Approach: Designed unified invoice-to-pay processes, harmonized vendor onboarding, and implemented Basware across the network. Led vendor communication and change management for over 4,000 suppliers, driving adoption of new invoicing standards. Developed segmentation and harmonization strategies to align duplicate vendors across both companies, ensuring consistent payment methods and compliance.

Results:

• Standardized P2P workflows across 200+ U.S. locations.

• Executed a vendor harmonization and segmentation program covering 4,000+ suppliers.

• Enabled 3-way match controls, electronic invoicing, and supplier portal adoption.

• Developed vendor outreach campaigns and training to ensure smooth transition.

• Built hypercare, escalation, and training structures for go-live success.
  Key Takeaway: Delivered one of the largest transit-sector P2P transformations, combining technology deployment with large-scale vendor change management to improve compliance, efficiency, and supplier experience.

Industry: Technology / Infrastructure

Scope: Order-to-Cash Transformation – HighRadius Cloud Collections & Invoice Tracking

Challenges: Vertiv’s collections process lacked automation, created customer visibility gaps, and resulted in high DSO. Their SaaS contract was under-optimized, with missing best-practice modules and limited scalability.

 

Approach: Assessed Vertiv’s HighRadius implementation against industry best practices, identified functional gaps, optimized collections workflows, and renegotiated SaaS contract value.

Results:

• Secured significant savings on the HighRadius contract through renegotiation.

• Built roadmap for scalable O2C automation across collections, credit, and invoice tracking.

• Improved real-time visibility into customer collections activity.

• Positioned finance team for SaaS maturity and long-term automation strategy.
  Key Takeaway: Delivered measurable financial savings while transforming collections into a scalable, automated O2C process.

Industry: Health & Wellness

Scope: Global SEC Reporting & Automation

Challenges: Rapid growth demanded more reliable SEC reporting processes. Manual workflows for 10-K and 10-Q filings were inefficient, error-prone, and difficult to manage globally.

Approach: Took ownership of global SEC reporting and automated Workiva for end-to-end K and Q filings. Standardized inputs across regions and trained finance staff on automated workflows.
Results:

• Reduced cycle time for SEC filings by eliminating manual rework.

• Improved accuracy, version control, and auditability of 10-K/10-Q filings.

• Enabled global collaboration with automated Workiva workflows.
  Key Takeaway: Transformed SEC reporting into a scalable, automated process that enhanced compliance and supported growth.