Key Clients


We are proud of the many working relationships we have built over the years.

  • Retail/Merchandising
  • Non Profit
  • Small Businesses
  • Individuals

Retail Clients

North American Auto Parts Retailer

  • Core Merchandising Lead for merchandising suite needs assessment, initial process analysis and replacement selection
  • Led identification of needed design decisions & critical issues impacting Finance & Accounting in the areas of Sales Audit, 3-Way Match, & Stock Ledger/Inventory Costing w/ LIFO implications
  • Coordinated initial System Implementer (SI) on-boarding and orchestrated pressure testing of proposed project road map with Merchandising, other intersecting functional departments, IT, EA, QMO & PMO

US Division of a Post-Merged International Grocery Retailer

  • Co-led implementation of Revionics' base pricing application & simultaneous business transformation from centralized pricing to banner-based
  • Served as Revionics training lead across all banners
  • Created & executed intensive "merchandising & pricing 101" course for scores of new hires

Large Regional Grocery Channel Retailer

  • Business lead for the implementation of a new Master Data Management system and the development and implementation of a Merchandising Data Governance structure & process  
  • Business process-to-tools integration of companies’ merger of one banner’s merchandising operations into the other’s  
  • Developed Merchandising & Pricing business management infrastructure and cross-silo communication forums to deploy direction-changing initiatives enacted by newly appointed CEO

National Pet Channel Retailer

  • Consultant to the Business Lead for implementing a state of the art promotional forecasting & optimization tool
  • Led gap assessment and business change management sessions for system integration & implementation    

Large National Sales & Marketing Firm

  • Business process architect for retail execution services management system
  • Subject Matter Expert for retail execution and service order management & billing activities
  • Planned and managed software deployment and national conversion
  • Led and coordinated business change management 
  • Directly supported program and project management

Large National Dollar Channel Retailer

  • Led the track responsible for the adoption & implementation of category management
  • Co-led the development of company's annual merchandising & marketing strategic planning 
  • Developed and implemented tools for conducting assessments,  and strategy & tactical planning
  • Supported customer segmentation and store clustering & format planning
  • Co-led the integration of space management tools with replenishment systems
  • Worked directly with other consultants engaged by the client

Large National Consumer Electronics Retailer

  • Subject Matter Expert for Accounting-to-Merchandising interfaces involved in Oracle upgrade
  • Co-led inventory management track for Oracle Retail upgrade
  • Led business process change in Accounting and Promotions Management areas
  • Identified process and reporting gaps between current state and standard RMS processing
  • Developed functional requirements and supplemental desk-top solutions
  • Worked directly with the client's contracted integrators

Global Food Retailer

  • Merchandising segment project manager & lead business architect in enterprise system replacement
  • Compared and contrasted internal designs against best of breed commercial offerings
  • Led detailed assessments across assortment planning, pricing management, promotions management space planning and purchase order management activities
  • Balanced needs of US, western Europe and eastern Europe divisions

Regional Food Retailer

  • Business process architect for implementing pricing and promotion management & optimization tools
  • Identified and led the change in  business activities and management control points
  • Coordinated the learnings and helped transfer practices to client's affiliated companies

National Outdoor Sports & Recreation Retailer

  • Subject Matter Expert for Accounting-to-Merchandising interfaces for Oracle Retail upgrade
  • Worked with Accounting Management regarding inventory costing and promotional funding issues

National Arts and Crafts Retailer

  • Subject Matter Expert for Accounting-to-Merchandising interfaces for Oracle Retail upgrade
  • Identified potential inventory valuation issues between current state and new Oracle processing options

 Growing State-Wide Grocery Retailer

  • Developed and formalized a new CPI-based pricing strategy and strategy management process 

Non Profit Clients

Local Faith-Based Youth Camp

  • Provided management advice on board re-structuring to support camp's growth
  • Led the development of a long term business plan
  • Provided IRS compliance requirements with explanations & advice
  • Provided financial statement compilation services

National Pet Policy & Research Organization

  • Prepared IRS form 990 for multiple years
  • Resolved past IRS and state filing issues 
  • Prepared and filed 1099's

Local Disability Support Organization

  • Performed an independent financial audit for multiple years
  • Provided advice on accounting procedures

National Health Research Organization

  • Executed agreed upon procedures for compliance with IRS requirements
  • Provided advice on accounting procedures