Results – Finnov8

The kind of impact data-driven analysis drives.

Anonymized, generalized proof points from real FP&A engagements — pricing discipline, margin recovery, freight leakage, and acquisition analysis, all uncovered by digging into sales, COGS, and operations data (with AI helping surface the hidden trends).

Where the numbers came from — real FP&A engagements, generalized.

$1M+

gross profit increase

AI-driven gross profit lift

Connect with me to see how I used AI to find and deliver $1M+ in gross profit.

80%

reduction in low-GM% sales in 2 months

Killing low-margin orders at a mid-sized distributor

A high-volume mid-sized distributor was booking a steady stream of low gross-margin orders that were moving through without executive visibility, quietly dragging blended margin down.

Built a low gross-margin reporting tool that surfaced every sale below threshold, broken down by SKU, customer, and sales team owner
Partnered with sales leadership to design a low-margin approval workflow to ensure underperforming orders were reviewed before processing
Trained the commercial team on the new guardrails and embedded the report into weekly leadership reviews

Low gross-margin order volume dropped by ~80% within two months, without losing strategic accounts.

+2.0% / +1.5%

gross margin lift with two key customers

SKU-level pricing & FX leakage recovery

Blended margin with two major customers had been eroding. Leadership suspected FX and price stagnation but had no SKU-level view to prove it.

Secured a 2% gross margin increase from the first customer and a 1.5% overall price increase with the second.

Loss → Profit

low-value-order segment turnaround

Repricing an unprofitable low-value-order segment

Low-value orders were consuming disproportionate warehouse and delivery cost while running at negative contribution — but the segment had never been formally analyzed.

The segment moved from loss-making to profitable without meaningful volume attrition.

$2.85M

raised to tokenize private equity, debt & real estate

Building the investor story and cap table for a tokenization fintech

Socrates was preparing to raise $2.85M to build a platform that tokenizes private assets — PE/VC, private debt, and real estate — using smart-contract commitment tokens. Investors needed a credible financial model, use-of-funds breakdown, and cap table before they would commit.

Worked with department heads across product, technology, legal, and operations to build a bottom-up financial model and $2.85M use-of-funds plan
Mapped the revenue model across MVP and long-term tokenization fees, including setup, subscription, and transaction economics
Created a cap table and ownership structure aligned to the funding round, vesting schedule, and investor waterfall
Translated the go-to-market plan (500+ GPs, $4T AUM) and market-opportunity sizing (~$6T PE/VC, ~$160T private debt, ~$327T real estate) into investor-ready narrative and metrics

The round closed at the $2.85M target, with investors able to trace every dollar of spend to a data-driven milestone and revenue assumption.

$200M+

US growth strategy — greenfield + M&A

Leading strategic finance for a $200M+ US expansion

A large private packaging group was scaling into the US through a mix of greenfield investment and acquisitions, without a unified financial strategy.

The board-approved strategy became the cornerstone of the US expansion, enabling disciplined capital allocation and executive alignment on a multi-year, $200M+ investment program.

$2.5M+

annual loss exposed and eliminated

Exposing a loss-leading product through driver-based cost allocation

A national insurer had a product line that was widely believed to be loss-leading, but existing analyses lacked the granularity to prove it. Leadership needed a rigorous, data-driven assessment to decide whether to restructure or exit the product.

Built a comprehensive cost-and-expense allocation model using operational drivers including sales, volume, headcount, and time-study analysis
Conducted a time-study to quantify how much each department's effort was being consumed by this single product
Delivered a clear, evidence-based P&L that exposed a true annual loss of over $2.5 million

The company terminated the product line, removing a $2.5M+ annual drag on profitability and freeing resources for higher-return initiatives.

300+

business cases · $700M+ evaluated

Rebuilding the capex approval framework for a major automotive group

A large automotive group was managing a high volume of capital decisions across 14 business units with inconsistent financial rigor, slow approval cycles, and limited visibility at the executive level.

Rebuilt the end-to-end capex approval framework — including standardized financial model templates and business case templates across the entire group
Ran a delegation-of-authority analysis that raised approval thresholds for MDs and the President, reducing the volume of cases requiring Vice Chairman sign-off
Implemented a Salesforce-based Investment Approval Management System for 14 business units, with 300+ users submitting and tracking capex proposals
Administered the system end-to-end and trained analysts, managers, and executive leadership on the templates, workflows, and governance

Reduced approval time by over 80%, enabling faster site completion and earlier sales starts on new builds — cutting wasted rent by an average of two months per project. The initiative delivered at least $2M in annual EBITDA savings.

0 +

years in FP&A and strategic finance

$ 0 b

revenue portfolio supported

0 +

business cases & feasibilities appraised

$ 0 M+

in investment decisions evaluated

Industry coverage includes manufacturing, distribution, packaging, telecom, insurance, automotive, media, and fintech — across private (small, mid, and large) and publicly listed organizations.

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