Melissa Borschnack

Advise Private Equity, portfolio companies, startups, and corporations on projects in strategy, operations, finance, due diligence, customer experience, post-merger integration, and transformation

• Led product strategy for an online legal services platform by addressing client and lawyer pain points, eliminating inefficiencies, and driving cross-functional collaboration with engineering teams to deliver an innovative solution

• Built a complex five-year financial model and investor pitch deck for a leisure apparel startup, enabling the founder to secure funding and successfully launch in 2024; company is on track with revenue targets

Diversified financial service provider (online bank) with 11K employees and annual net revenue of $8B

Performed CFO for all functions (Technology, Marketing) and shared services (HR, CFO Group, Compliance, Risk, Legal, and Audit), comprising $2B of noninterest expense (50% of company's total). Served on CFO Group's leadership team and partnered with other leaders to ensure an excellent employee experience, strong financial planning and reporting execution, and promotion of CFO Group's transformation efforts. Managed team of 40 FTE remotely.

• Designed a new tool and process for a ~$1B technology budget, solving for lack of transparency and enabling insight driven spend decisions to prioritize investments and track ROI for capital allocations

• Implemented and rolled out a new financial system including development of new automated reporting, streamlined accrual processes, and improved KPI dashboards

• Captured $250M in annual savings by conducting extensive data analysis, presenting multi-view scenarios, proposing alternative processes, and aligning on priorities with executives

• Produced corporate-wide monthly, quarterly, and annual reporting packages with refined KPIs, forward-looking scenarios, and additional analyses; led discussions with executives to aid in business decisions and manage risks

• Invested in my team of 40 and focused on development by carving out opportunities and providing consistent feedback and coaching; achieved promotions for five individuals after special project assignments and skill advancement

Boutique consulting firm supporting private equity firms for commercial due diligence and portfolio company strategies

Led teams to deliver strategic projects for portfolio companies and complete commercial due diligence on investment opportunities for PE and other investment firms. Supported firm efforts on strategic planning, priority setting, onboarding, and employee engagement.

• Created pandemic recovery strategies for a global entertainment production company; completed Voice of Customer (VoC) research to understand dynamics and outlook and build models for six global markets and multiple business units

• Conducted competitive analysis and in-depth customer interviews to identify risks and pain points for banks and their customers, leading to recommendations for new adjacency products for a financial institution software provider

• Assessed Canadian expansion for a behavioral health platform; identified challenges based on market size, competitors, healthcare systems, and customer preferences and loyalty; findings informed client decision on cautious entry approach

• Conducted pivotal VoC research for global OEM to validate adjacency growth strategy into maintenance and repairs for industrial manufacturers; led diverse team across EMEA in six languages to confirm opportunity and vet target

• Prioritized target municipalities to enable growth of a school bus technology company by dissecting state and local laws and upcoming legislation, overlaying impact of pandemic, and understanding motivations of schools and communities

• Evaluated an air cargo target by assessing air and shipping logistics forecasts; studied global supply and demand shifts caused by the pandemic, supply chain disruptions, and growing interest in ESG to understand target’s outlook

• Constructed go to market strategy for Managed Service Provider (MSP) software company by understanding needs of MSPs, identifying optimized pricing, and confirming strongest channels and sales methods