Strategic leadership, right-sized for where you are.
Executive thinking across finance, operations, and technology for founders, nonprofits, and growing organizations that need C-suite judgment without a full-time hire.
Growing organizations reach a point where the founder or executive director is wearing too many hats and the systems that got them here can't carry them forward. That's where I come in. I've led finance, IT, HR operations, and sourcing, often at the same time, so I can help you build the plan, the numbers behind it, and the infrastructure to deliver it.
What I do
Strategy & Planning
I help leadership teams turn big goals into a clear, realistic plan, and have the hard conversations about priorities so everyone knows what matters most and why.
- Strategic planning and goal setting
- Operations strategy
- Priority setting and roadmaps
- Board and leadership presentations
Strategic Finance
A plan is only as good as the numbers behind it. I build budgets, forecasts, and financial models that leaders can actually trust and use to make decisions (not just to report on them after the fact).
- Budgeting and forecasting
- Financial modeling and scenario planning
- Cash flow planning
- KPI dashboards and financial reporting
Back-Office Infrastructure
This is where I'm a little different. I can set up the right-sized foundation a growing organization needs across finance, HR operations, and IT: processes, policies, vendors, and systems that work together instead of in silos.
- Finance and accounting processes
- HR operations and compliance foundations
- Policies and internal controls
- Systems selection and setup
Technology, Data & AI Strategy
I help organizations choose and implement the right tools, build reporting that turns data into decisions, and adopt AI responsibly, with the governance to back it up. When it's time to build, see how my development partner and I take it from strategy to delivery below.
- Technology roadmaps and systems strategy
- Data strategy, reporting, and analytics
- AI adoption and governance
- Integrations, automations, and custom solutions
Sourcing & Vendor Management
I've delivered millions in savings through smarter contracts and vendor strategy. I help organizations negotiate better terms, consolidate vendors, and get more value from what they already pay for.
- Vendor negotiations and contract review
- Spend analysis and cost savings
- Vendor consolidation
- Procurement processes
Change Management
None of this works if people aren't on board. I bring a people-first approach to every change, so new strategies, systems, and structures actually get adopted.
- Change planning and communication
- Team alignment and training
- Adoption support for new systems and processes
NEED SOMETHING BUILT?
From strategy to delivery, with a trusted development partner.
When the plan calls for integrations, automations, data infrastructure, AI tools, or custom solutions, I bring in an experienced development team I partner with. They build it. I define what's needed, keep it tied to your goals, and manage the work, so you have one point of contact from strategy to delivery.
Talk about your projectHow We Can Work Together
Fractional leadership
Ongoing strategic support on a monthly retainer, typically one to two days a week. Ideal when you need an experienced leader in the room without a full-time hire.
Defined projects
A focused engagement with a clear scope and timeline, such as a budget and forecast build, a systems selection, or a vendor savings review.
Advisory sessions
A strategy session or short series of sessions to work through a specific decision or challenge.
Not sure where to start?
Tell me what's keeping you up at night. We'll set up a 30-minute conversation to see if and how I can help.
Let's connect