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PCR Consulting  Management Consultants

Case Studies

We have completed over 40 engagements with $1B of deal value and $50M+ of EBITDA improvements

Integration Management Office

Carbon offset portfolio company of climate-focused PE fund (Q1 2022)

  • Led integration management office (IMO) for post-merger integration of two carbon offset and project development companies on behalf of PE fund.

  • Integrated combined operations across ~10 functional teams (Finance, Sales, Marketing, IT, HR, etc.).

  • Work resulted in unified financial reporting, integrated selling motion/go-to-market, aligned business processes, and single, go-forward IT (ERP) and marketing plans.

Project Management Office - COO/CFO

Water & climate resiliency portfolio company of global impact PE fund (Q4 2022)

  • Led project management office (PMO) for client’s financial and operational initiatives (COO/CFO-led).

  • On behalf of COO, created operational playbooks to define standards for integrating acquired companies (‘integration playbook’) and performing the general manager role (‘GM playbook’).

  • In partnership with CFO and FPA Manager, led development of detailed accounting procedures for creating annual plan/quarterly forecasts, executing month-end close, and managing non-coded credit card expenses.

Performance management & metric design

Middle East government-owned electric utility (Q2 2022)

  • Led design of asset management functional metrics across 5 business units (BUs) for government-owned electric utility based in Middle East (BUs = Finance, Engineering, Maintenance, Ops. & Control, Tech. Services).

  • Work resulted in ‘Tier 1’, real-time metric dashboard integrated with asset management IT platform including metric name, definition, formula, reporting frequency, target (month/YTD), priority, and owner.

Interim management - Director Customer Service Financial Operations

Caribbean-based, government-owned utility (2020 - 2021)

  • Interim Director for Caribbean-based electric utility (Title III Bankruptcy), responsible for management of Financial Operations functions - customer billing, credit & collections, payment processing, and theft mitigation.

  • Stood up new Billing Services and Credit & Collections organizations which included screening and hiring ~200 FTEs.

  • Established future utility standards (policies, procedures, processes) for key processes – customer billing, credit & collections and payment processing.

  • Outsourced bill print & delivery function to 3rd-party vendor (~$9M annual spend; achieved ~9% cost savings).

  • Led bill statement re-design project, documented IT/business requirements, and facilitated UAT testing of new bill
    for utility’s ~1.5M customer base (aligned to Oracle CC&B CIS system).

Corporate governance & organizational design

West Coast electric/gas utility (Q3 - Q4 2019)

  • Facilitated implementation of new operating model at bankrupt investor-owned utility (Chapter 11 Bankruptcy) to drive accountability within / across electric and gas operating units as well as shared services functions.

  • Key functional areas - Asset Management, Gas Operations, Human Resources, Real Estate, and Supply Chain.

  • Project work included assessing current state, identifying key gaps, establishing clear roles & responsibilities, and implementing governance model.

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