CPG Finance Advisors
Financial planning and analysis specialists for consumer packaged goods.
Service Type
Expertise Areas
Business Stages
Business Activities And Needs They Can Help With
Technology Expertise
Software platforms and tools that CPG Finance Advisors specializes in implementing and optimizing for CPG brands.
Success Stories
Real-world examples of CPG Finance Advisors helping great outcomes happen.
Ending the Stockout Cycle
Situation
Manual inventory tracking led to 15% out-of-stock rates at key retailers during peak promo periods.
Action Taken
Implemented real-time distributor data feeds and automated safety stock alerts.
Outcome & Impact
Out-of-stock rates dropped to <2%, saving $200k in lost revenue per quarter.
Scaling Regional Trial
Situation
Brand awareness was high, but conversion at shelf was lagging in new West Coast territories.
Action Taken
Launched targeted field activations coordinated via field sales software to ensure 100% display compliance.
Outcome & Impact
Velocity increased by 40% in targeted regions within 60 days.
Escaping Spreadsheet Hell
Situation
The Ops team was spending 30 hours a week merging CSVs from 4 différents distributors to track inventory.
Action Taken
Unified inventory visibility through a single multi-channel orchestration platform.
Outcome & Impact
Reduced manual data entry by 90%, allowing the team to focus on strategic local expansion.
Margin Recovery
Situation
Undocumented distributor deductions were eating 8% of gross revenue with no clear audit trail.
Action Taken
Deployed trade promotion management tools to validate every billback against the promo calendar.
Outcome & Impact
Recovered $45k in erroneous deductions in the first 90 days of implementation.
Winning the Category Review
Situation
Retail buyer was skeptical about the brand's ability to support a national rollout due to lack of store-level visibility.
Action Taken
Presented store-level audit data and sales lift proofs using crowdsourced retail analytics.
Outcome & Impact
Secured national distribution 12 months ahead of schedule.