Gregory B.

Scaling consumer brands ($15M–$250M+) where financial maturity, forecasting, and operating discipline must catch up to growth. FOCUS SECTORS: Food & Beverage | Health & Wellness | E-Commerce & DTC Brands

• Supported European Sports Nutrition brand planning US market expansion, by providing 5-Year LRP, Market Entry Strategy, Unit Economics and GTM Financial Modeling
• E-Commerce Consumer Brand--Significantly enhanced forecasting accuracy enabling better inventory planning Clear visibility into which marketing channels and campaigns drove profitable growth Informed decision-making about marketing budget allocation and c
• E-commerce apparel brand evaluating early-stage fundraise: Provided LRP Financial Plan, Capital Strategy Recommendations and Investor-ready financial materials for pitch.
• Early-stage food brand with mission-driven positioning--Provided Capital Requirement framework and mission-aligned investor target list.
• Family Foundation focused on Mission Areas: Providing ongoing fractional support on LRP and Annual Operating Planning, in addition to providing key support on PRI strategy, Investment due diligence and PRI framework

Clif Bar & Company/Mondelez is a leading manufacturer of organic food products including energy bars and snacks.

• Scaled Clif Bar’s portfolio to $1B with precise financial strategy and planning.
• Directed comprehensive financial analysis including Income Statements, Balance Sheets, and Cash Flows.
• Guided strategic market decisions and product innovations that maximized ROI.
• Saved $10M through SKU rationalization and developed future company leaders.

Clif Bar & Company specializes in creating organic, plant-based energy foods and snacks.

• Improved gross margins by 2.5 points through strategic P&L analysis.
• Streamlined reporting processes, saving 15 hours per month.
• Enhanced forecasting accuracy for a rapidly growing brand.

• Optimized margins and achieved sales targets, driving early growth for Clif Bar.
• Provided data-driven insights for planning, budgeting, and forecasting.
• Collaborated with Brand Managers to integrate financial insights into business strategies.

Logitech specializes in computer hardware and software solutions, including mice, keyboards, and webcams.

Longs Drugs is a pharmacy chain now owned and operated by CVS Pharmacy.

• Modeled financial returns for retail acquisitions and capital projects, bolstering strategic leadership insights.
• Built complex financial models for evaluating pharmacy deals and strategic initiatives.
• Provided key financial insights to the Executive Steering Committee, aiding in acquisition strategies.

The Clorox Company is a global manufacturer and marketer of consumer and professional products.

• Aligned financials with brand growth goals, supporting strategic initiatives.
• Leveraged financial models to optimize supply chain costs and inventory management.
• Enhanced forecasting and budgeting processes during the Finance Rotational Program.