Pillar 1 · FinanceFinancial Leadership & Multi-Entity Accounting
Master's-trained accountant with controller and CFO depth. Chart of accounts, multi-entity consolidation, M&A integration, opening balance sheets, KPI dashboards, and audit-ready close cycles — installed across regulated and unregulated environments.
22 acquisitions integrated · $3M+ savings · −5 day close cycle
Pillar 2 · TransformationOrganizational Transformation & Change Management
Director-level enterprise transformation across 85+ sites and 250+ employees. ERP rollouts, shared services design, post-acquisition integration playbooks, governance frameworks, and the change management discipline to make new operating models stick.
25% labor efficiency · 30% faster resolution · 90-day playbooks
Pillar 3 · TrainingTraining, Enablement & Knowledge Systems
Tribal knowledge converted to structured training, job aids, KPI playbooks, and adoption frameworks. Onboarded teams from 8-person finance groups to enterprise-wide rollouts. The curricula behind every transformation I've led.
Faster onboarding · Lower variance · Durable knowledge
Fractional COO & Ops Architecture
Embedded executive operations leadership without the full-time hire — strategy, structure, accountability rhythms, and weekly execution discipline.
25–40% leadership leverage
SOP, KPI & Executive Dashboards
SOPs embedded into the tools your team actually uses. Live KPI dashboards across sales, ops, and finance — governance baked into daily execution rather than living in a binder.
Reporting consistency · Real-time visibility
AI-Enhanced Workflows & Automation
AI agents, smart routing, and Notion/Zapier automations that retire repetitive work — follow-ups, status checks, reporting, customer support triage. AI as a delivery accelerant, not the product.
10–20 hrs/week recovered