Sanjeev Makker

Managing supply chain business including transportation and warehousing

• Lead annual budgeting, quarterly re-forecast, and long-range planning process for multiple business units, ensuring financial targets are met and aligned with corporate goals
• Achieved $20 million in cost reductions across transportation and warehousing by leading efforts to reduce SG&A expenses from13% to10%, driving improvements in PTI and EBITDA
• Own financial and operational analysis across various divisions (Operations, HR, IT, Safety, Sales, Recruiting, Truck Shop), empowering leadership to make informed decisions
• Onsite Lead for seven US warehouse directors, managing weekly/monthly financial reporting, including labor planning, flash reporting, and performance reviews
• Conducted variance analysis and implemented corrective actions
• Established critical KPIs such as Operating Ratios, Empty Miles, Fuel Efficiency, Driver Utilization, and Overtime to measure and track weekly financial performance
• Developed monthly financial reporting packages and established formal review processes with senior leadership, including the CEO
• Analyzed industry trends and identified risks/opportunities to drive financial performance. Team member for financial consolidation of three transportation companies
• Set cost margin benchmarks and revised standard costs to support the pricing team in making more accurate and competitive pricing decisions
• Provided actionable insights into key financial metrics, including variance, profitability, capex, cost margins, and operating benchmarks, resulting in improved cost efficiency
• Collaborated with Corporate Accounting for the monthly financial close process, ensuring accuracy and compliance
• Improved process and team productivity by saving120 man-minutes weekly through the strategic outsourcing of reporting processes to a finance team in Vietnam
• Managed and motivated employees to be productive and engaged in work.

Design for Health, a $500 mn. PE Firm: Worked closely with CFO & Financial controller in restructuring AP functions; resolved $1 million backlog

• Introduced system to measure progress effectively in AP function
• Simplified complex bill entry process by utilizing Avid Exchange; created efficient workflows while managing daily AP tickets through ZenDesk
• Processed $2M weekly payments via NetSuite and SAGE; managed bill entries in SAGE, leading to over1,600 monthly commission checks processed through NetSuite
• Implemented Fyle for company-wide expense tracking across300 employees; managed project timelines, developed training materials, and liaised with vendors and stakeholders for successful execution

Consulted with Mid-Sized Clients

• Developed13-week cash flow models to optimize cash utilization, standardizing procedures and policies for tracking accounts receivables and payables to enhance working capital management
• Established budgeting frameworks and operating benchmarks to support monthly and annual operating forecasts, improving financial planning accuracy
• Created business narratives and variance analyses for internal stakeholders to communicate results, highlight risks and opportunities, and drive accountability
• Built financial models for Capex, DCF, and SG&A, applying expertise in financial reporting and cash flow management to monitor business performance
• Integrated accounting and operational data for enhanced decision-making, delivering financial analyses that support both tactical and strategic initiatives
• Supported monthly close processes in QuickBooks, contributing to timely and accurate financial reporting

Formulated recommendations and effective solutions to improve overall profitability and success for small & medium business enterprise. Delivered over $2 million in cost savings across various consulting engagements by identifying and eliminating business bottlenecks by leveraging Theory of Constraints. Facilitated workshops and training sessions to empower employees with the skills needed to adapt to new processes or technologies successfully. Select consulting assignments below:

• Trucking Client, Douglas, GA: Identified key business bottlenecks, recommending improvements that reduced re-work and enhanced billing accuracy. Automated weekly cash flow statements and documented processes to improve A/R collections and recovery. Reduced overtime by 20% through a strategic change in ownership structure. Led the migration from PLUSS to QuickBooks, establishing a new company structure, payroll, and reconciliation of bank and cash balances. Trained accounting staff on financial principles, introduced online banking, and built a management team to streamline operations, driving the company to achieve incremental $2 million revenue
• Brick Manufacturer, Kentwood, LA: Delivered $400,000 in cost savings for the client. Developed a customized costing template and established the breakeven point to assess plant profitability and downtime. Implemented a financial accountability system, leveraging automated cash flow models to monitor cash flow and overall business health. Trained accounting staff on key accounting principles and enhanced book-keeping processes in QuickBooks to produce accurate monthly reports. Led the correction of balance sheet discrepancies
• Custom Flooring, Champaign, IL: Provided client with savings of $500,000. Analyzed job order and pricing sheets to uncover pricing anomalies while costing for individual jobs; revamped the job costing model to price accurately; built weekly cash flow statement; coached client on recovery of account receivables; built controls on process causing business leakages through inventory, supplies, fixed assets, lack of timely invoicing