I have worked in portfolio optimization projects for clients that range anywhere 15-person family businesses to Fortune 500 companies. My strengths lie in my data skills (I hold a degree in Statistics) and the ability to connect with clients from the C-Level to Jr. Analysts.
Let's get in touch and set up an intro call.
Get a single source of truth for your products' performance to make better decisions.
Identify levers (e.g., pricing, cost efficiencies) to increase profitability in the short to medium-term.
Design a portfolio that sets you up for success. Know where to invest or divest and plan around significant risks.
"Having an external expert eye come in and make sense of different financial data and procedures was great, and we highly recommend working with Pedro to do that."
— Monica Price, Managing Director of BikesPlus
Problem: My client could not estimate the labor costs of each product, limiting its ability to allocate capital and update pricing. That led to a decline in profitability and the sale of some products at a loss.
Solution: I estimated the distribution of labor costs across product lines through on-site observations and interviews. Moreover, I identified a gap in the knowledge of physical asset costs (e.g., vans and bikes) and calculated a product P&L view which also takes these costs into account.
Outcomes: The client identified that their major growth bet was not profitable due to high usage of costly physical assets. They ended the unprofitable contract, saving €0.1MM/year, and implemented a new pricing system based on updated cost information to avoid future losses.
Skills: Excel modeling, interviews with 15+ employees
Problem: My client was a leading German tech company with several brands undergoing a 2030 strategy overview. It lacked a comprehensive overview of its portfolio to inform long-term investments.
Solution: I created a unified view of demographic, engagement, and monetization data across all brands, identifying the strengths and weaknesses of each brand and providing strategic recommendations.
Outcomes: My client used insights to inform investment/divestment decisions and refine their 2030 strategy roadmap.
Skills: Data analysis, stakeholder communication, portfolio strategy.
Employer: BCG US
Problem: Our client, a major distributor, wanted advice on the negotiation of a new contract with a business partner (group purchasing organization).
Solution: I analyzed transaction data to estimate the impact of the business partner on customer acquisition as well as potential cannibalization of existing accounts. With that information, I ran a pre-post model on the impact of that business partner on overall sales and profitability. The analyses showed that the partnership had significantly hurt our client’s bottom line.
Outcomes: Our client took our recommendation and did not renew the contract, saving $118MM over the following eight years.
Skills: Excel modeling, data manipulation, expert interviews