Value creation and business performance
I assess the business as a connected system: its customers, commercial model, finances, people and operating capability. The work identifies the priorities that will improve performance and the conditions required to deliver.
Assignments can involve business review, turnaround, operating-model improvement or support for a portfolio value-creation plan. My experience of enterprise responsibility helps connect the recommendations with management’s ability to act.
Private equity and regional strategy
For investors, I contribute to commercial due diligence, investment assessment, market prioritisation and portfolio performance. I bring a practical ANZ and APAC perspective to regional growth and operating questions.
The work can connect a transaction decision with its post-investment agenda: leadership, commercial opportunities, cash and capital requirements, integration and execution priorities.
Finance, cash and capital discipline
Finance should help leaders understand the business and make better choices. I work on planning, forecasting, management information, financial governance and the relationship between growth, margin and cash.
Relevant assignments include reviewing the cost base, strengthening the business case for investment and clarifying the financial assumptions behind a strategic plan. My CFO and Managing Director experience keeps the focus on practical executive decisions.
“Jose is one of those rare executives that can work across a range of specialties and deliver tangible outcomes that drive operations and profits.”
“He has demonstrated the ability to develop visionary plans gaining buy-in from senior executive and board directors.”
Selected excerpts from LinkedIn recommendations · View my public profile
Commercial growth, marketing and sales
I connect customer insight, proposition, marketing and sales execution with acquisition economics and sustainable growth. The contribution draws on Google, international digital operations, marketing and sales leadership and business turnaround.
Work can involve a commercial review, route-to-market strategy, CRM and conversion improvement or a more effective system for measuring and managing growth.
AI and technology commercialisation
I assess technology opportunities through product value, customer adoption, business models and the operating requirements of scale. AI assignments can cover prioritisation, commercialisation, enterprise adoption and the financial and governance decisions involved.
The work draws on listed machine-learning technology leadership, analytics and advisory experience with AI ventures.
Leadership transformation and Agile execution
I help leadership teams establish direction, clarify accountabilities and improve the way work is delivered. Practical Agile methods, including Scrum and Kanban, support prioritisation, visible progress and faster learning.
This can accompany an operating-model change, acquisition, leadership transition or wider transformation. Culture and capability are part of the performance agenda.
A direct, clearly defined engagement
You work directly with me through ROI.Partners. We establish the question, scope, responsibilities and intended outcomes, then focus on the decisions and work most relevant to your situation.
An engagement can be a defined diagnostic or strategic assignment, support through a transformation, or an ongoing advisory contribution. Fit with existing professional commitments is considered as part of the mandate.
A perspective formed across functions and business stages
Financial analysis for senior leadership at Fujitsu Consulting, pricing strategy at Carphone Warehouse, digital and commercial work at Google, and portfolio transformation at SEEK provided the foundations for my later executive and advisory roles.
OUA Chief Digital Officer and Executive General Manager responsibilities, listed technology leadership and private equity turnaround then added enterprise accountability. That breadth allows me to examine how the different parts of your business work together.