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Meet The Team

Jack Haynie
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Jeffrey Moridani
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The Team
Jack Haynie
Jack Haynie

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.

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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



  • Kellogg School of Management, Northwestern Univ.


  • Rensselaer Polytechnic Institute

       BS: Management; Minors: Economics, Communications

  • Certified Lean Six Sigma Master Black Belt

  • GE Financial Management Program



  • Operations Strategy

  • Strategic Planning

  • Lean Six Sigma

  • Organizational Design

  • Change Management

  • Business Analytics

  • Financial and Budget Analysis

  • Working Capital Management

  • Training & Facilitation

  • Client Service




  • Hewlett Packard Enterprise

  • Accenture

  • The Sunflower Group

  • General Electric

  • Honeywell


  • Telecommunications

  • Retail

  • Financial Services

  • Manufacturing

  • Pharmaceutical

  • Distribution

  • Aerospace

  • Advertising

  • Oil and Gas

  • Agribusiness

Jeffrey Moridani
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.

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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



  • University of California – Los Angeles

       Certificate in Corporate Finance

  • University of California – Berkeley       

      Certificate in Managerial Finance

  • University of California – Santa Barbara

       BA: Business Economics, minor in Japanese Language



  • Financial Statement Modeling

  • Financial Management

  • DCF Modeling

  • M&A Modeling

  • LBO Modeling

  • Comps Analysis

  • Transaction Comps Analysis

  • Client Management

  • VBA Programming

  • Excel Power User



  • Inadirom, Inc.

  • Soladyne Capital

  • Opportunity Green

  • Trust Company of the West

  • JP Morgan


  • Renewable Energy

  • Energy Efficiency

  • Materials Development

  • Global Fixed Income

  • Nutrition Products

  • Event Conferencing

  • Digital Media

  • Food & Beverage

  • Prestige Beauty Products

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