Max has served in leadership roles within organizations undergoing operational and financial restructuring, partnering directly with CEOs, lenders, and stakeholders to stabilize performance and maintain business continuity. His expertise includes 13-week cash flow forecasting, vendor prioritization, and translating complex financial and operational data into clear, actionable insights to support liquidity and operational recovery.
Representative Experience
- Owned liquidity and 13-week cash flow forecasting for a $500MM grocery retailer; partnered directly with the CEO and management team to drive working capital decisions under tight liquidity constraints and support lender negotiations.
- Consolidated banking and cash management functions following acquisition of a $100MM private equity portfolio company; drove working capital execution across AP, AR, and inventory, along with lender reporting and ongoing cash management.
- Led development of financial models for a $200MM industrial manufacturer and supported transaction diligence and execution through closing; analyzed scenarios and synthesized financials for buyer diligence and transaction negotiations.
- Directed SKU-level margin and retailer performance analytics of a $6B consumer products business unit to identify underperformance and drive pricing and SKU rationalization decisions.
- Supported P&L planning and drove executive reporting for a $16B food and beverage consumer products company to enhance visibility into key business drivers.