EXCELERATE CFO SOLUTIONS
OUR SUCCESS STORIES
See How We Have Helped our Clients Across Varied Industries
Software Testing Firm
Greater KL, Malaysia
Role: CFO Advisory & Strategy
Ask: Create strategy for site to improve profitability.
Actions
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Initiated a comprehensive financial transformation, optimizing costs, and aligning strategies with business goals
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Simultaneously, a thorough valuation exercise was conducted, combining methods like CCA & DCF
Results
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Achieved 30% increase in operational efficiency, 20 % reduction in overall costs
Aftermarket Services
EU (PE Owned Firm)
Role: Strategy Development
Ask: Create profitability roadmap for site to improve EBITDA
Actions
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Reviewed quotation & pricing for key accounts. Identified missed claims & pricing gaps. Created customer claims procedure & tracker
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Conducted comprehensive working capital analysis to identify cash flow opportunities
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Reviewed & identified gaps in IE Headcount & Capacity analysis
Results
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EBITDA improved by 1.1% as gaps in quote successfully recovered
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Cash Flow improved by 20% due to additional claims (outside pricing) and working capital reduction
Autonomous Mobility
US Based Startup
Role: Interim CFO
Ask: Financial strategy, pricing & Go To Market Strategy
Actions
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Spearheaded financial strategy, fundraising, and capital allocation, raising million in seed funding to support business expansion and product development
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Developed financial forecasts, budgeting, and variance analysis, providing critical insights to guide strategic decision-making and optimizing working capital & liquidity management
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Conducted comprehensive market analysis to identify growth opportunities and competitive positioning, leading to data-driven strategic decisions
Forward Logistics Firm
US (PE Owned Firm)
Role: Strategy & Transformation
Ask: Create strategy for site to improve EBITDA
Actions
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Created A3 strategy for top 3 accounts, partnering with client COO and executive teams to optimize financial operations, drive profitability,and enhance shareholder value
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Detailed floor relayout with cycle time analysis to consolidate processes and reduce space & headcount
Results
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30% of floor space saving for new business by removing duplicate activities with no capacity loss
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Headcount savings of 5% & revenue improved circa 10%
Reverse Logistics Firm
EU (PE Owned Firm)
Role: Operations Transformation
Ask: Reduce DL/GM% by 25% to meet quote allocation
Actions
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Level loaded production plan & revised shift patterns (Eliminated weekend OT$)
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Relayout of lines (Eliminate NVA and optimised yield losses)
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Reframed IE data based on Takt time operations to minimize headcount requirement
Results
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Achieved 22% h/c reduction (164hc) within 5 months of engagement
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Met budgeted DL/GM% target
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Achieved overall $1.11M annual savings based on DL improvements
Fitness Firm
Taiwan (US based Firm)
Role: Interim EPM Project Lead
Ask: Drive key qualification activities in Taiwan to launch a new product (Treadmill)
Actions
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Created a qualification plan for key components (NPI)
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Drove CFT to meet timelines for qualification.
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Troubleshoot problems with clear resolutions for operational success
Results
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On time launch for product
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Design Resolution for problem material (belt) with existing vendor
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Qualification of new vendor (belt) with improved yields
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