Jack has 25 years experience in strategy, operations, finance and Lean Six Sigma. His specialty is analyzing business performance and revealing ways to improve an organization’s strategy, and the alignment of processes, people and technology to that strategy to deliver shareholder value. He has proven his versatility and impact to clients in a wide range of industries and functions with an unwavering focus on business value.

SELECTED EXPERIENCE

Business Turnaround (Private Advertising Services Company)

Conducted enterprise-wide assessment then executed transformation roadmap to double revenues from $50M up to $100M+ and widened margin rates by 4 percentage points in 2 years
With a 95% reduction in client project errors and rush-orders, client experience improved after re-building project management system and processes, changing client interaction points, improving communications between departments, and creating management reporting tools

Complexity Management and Innovation Process Design (Global Retailer)

Led team to identify sources of process, portfolio and organizational complexity that diminished firm profits and speed to market
Over $1B in benefits identified for margin improvements and cost reductions, including changes to operating model; innovation, sales and marketing strategies
Shortened time to market for $200M private label offering business line by streamlining product ideation, development and supply chain processes

Customer Profitability Improvement (Global Agribusiness Company)

Designed and implemented new approach to evaluate and realize customer profitability improvements to capture net benefits exceeding 1% of revenue

Process Improvement (Global Telecommunications Company)

Improved customer on-time performance and satisfaction by reducing cycle times for order entry, provisioning and testing for business services
Reduced headcount by up to 25% in US and off-shore service centers while improving customer outcomes

Lean Six Sigma Deployment Design (Canadian Telecom Company)

Designed Continuous Improvement Center of Excellence for $150MM technology support group for residential service fulfillment and reduced ramp-up time by 9-12 months

EDUCATION

MBA

BS: Management; Minors: Economics, Communications

FUNCTIONAL EXPERIENCE

EMPLOYMENT HISTORY

INDUSTRY EXPERIENCE

Jeffrey Moridani

Jeff has 9 years of experience working with startups and small businesses in a wide variety of industries and across multi-disciplinary job functions. With his background in finance and industry research, Jeff utilizes fundamental and quantitative analysis to advise and mentor businesses in a variety of topics such as product development, market and competitive positioning and financial strategy. His focus on value creation helps to propel startups toward a profitable and competitive business model.

SELECTED EXPERIENCE

Early Stage Guidance (Sustainable Materials Development Firm)

Provided clients with business and financial development services
Provided key guidance to early stage businesses around financial models and business plan
Developed systems and structures for business processes including investor and customer relationship programs
Developed business fundamentals and client enrichment prior to VC and Angel funding

Research, Financial & Cost Modeling (Renewable Energy and Energy Efficiency Company)

Created and maintained financial models for project and corporate funding focused on EE/RE for the built environment
Created burn rate models, budgeting models and project scenarios for client pitches
Researched, analyzed and executed projects to support client procurement

Data Organization and Analysis (Global Large Cap Fixed Income Bank)

Performed analysis on fixed income securities involving commercial, retail and multi-tenant backed securities
Streamlined processes to efficiently analyze large amounts of data under aggressive market-driven conditions

Project & Client Management, Managerial Accounting (Sustainable Conferencing Company)

Managed all critical accounts and relationships with clients and partners with oversight over all accounts
Led department responsible for finance, budget analysis, and business/project valuations/forecasting

EDUCATION

Certificate in Corporate Finance

Certificate in Managerial Finance

BA: Business Economics, minor in Japanese Language

FUNCTIONAL EXPERIENCE

EMPLOYMENT HISTORY

INDUSTRY EXPERIENCE