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Marita LaChapell is the Founder and CEO of ALIGN Financial. She works with teams, clients, and executives across industries to improve profits, engage people and increase impact through each company’s unique purpose.
Marita brings together a dynamic skill set combining financial/accounting expertise, enterprise / informational systems knowledge, and lean six sigma. She is a leader of organizational change and major system / strategic platform conversions. She is experienced in building culture, and in selecting, preparing and leading teams and individuals to achieve strong results through personal growth and development.
Marita began her career as a CPA, eventually becoming partner of DeYoung & Associates, a boutique CPA and Management Consulting Firm. She joined a manufacturing client as CFO, leading the implementation of a LEAN initiative on both the plant floor and by introducing LEAN accounting practices. She joined Thrivent Financial where she served at both a corporate level and as a Partner in the field. She left to start ALIGN Financial.
Lead strategic design , system implementation and orchestrated organizational change for innovative sales incentive program for national sales force; program was instrumental in turning a loss trend, driving five straight years of significant sales and membership (client) growth.
Led the design, creation and implementation of an operations-wide continuous improvement culture. The organization faced serious cost pressures that were negatively impacting their long term viability. They currently boast over 300 green belts and 100 black belts and they are approaching nearly $200M in value created through improvements.
Designed and implemented system and processes to increase profitability through strategic changes in supply chain management and cost recovery, resulting in an annual increase of $1.2M to the bottom line.
Developed cash forecasting and risk analysis model that allowed the company to plan for and achieve 300% growth in sales, anticipate and acquire necessary financing to fuel that growth.
Redesigned shared equipment management processes for five regional divisions, saving $750M in operating costs annually.
In cooperation with the producers team, directed a process improvement effort for a large financial services advisor resulting in a 25% increase in sales capacity while creating a full FTE of additional staff capacity.
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