Building a Scalable AOP Framework for a $400M Distributor
industry
Distribution
pillars
highlights
- Provided management with a scalable AOP framework
- Enhanced visibility & accountability
- Delivered sponsor-ready presentation package
summary
We were engaged to lead a comprehensive, bottoms-up Annual Operating Plan (AOP) process for a $400M distributor operating across multiple locations and ERP systems.
The goal was to create a scalable financial planning framework that provided management with actionable insights, aligned stakeholders on expectations, and delivered the sponsor with investor-ready outputs.
results
Bottoms-Up Model: Built a GL-driven AOP model consolidating multiple ERPs.
Variance Analysis: Enabled monthly budget vs. actual performance tracking.
Repeatable Templates: Delivered standardized schedules for revenue, COGS, expenses, labor, and bridges.
Sponsor-Ready Package: Produced a comprehensive AOP presentation with all required schedules.
Defined KPIs: Established key metrics, including working capital, to guide management focus.
Conclusion
This engagement not only produced a robust annual plan but also equipped management with a scalable toolset for future planning cycles, while ensuring alignment with sponsor expectations and building confidence in the company’s financial oversight.
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