Strategic Operations Advisor

I'm an operations and finance leader with strong technical and strategy skills. I like building strong systems and processes, and using technology in service of human connection. I care about people and believe we can build lasting organizations by doing the right thing.

Let's talk!

Schedule time

Services

Operations Support

Level up your org

Get project-based or ongoing help with developing, standing up, and onboarding users to new systems and processes, e.g.:

  • Google Workspace
  • Salesforce/Hubspot
  • Applicant Tracking Systems
  • Business Intelligence Platforms
  • Quickbooks/Accounting Setup

Strategic Planning & Modeling

Make data-driven decisions

Map your financial future and achieve your goals. Get help connecting your data systems and getting the right information in front of the right people.

  • Sales & resource forecasting
  • Financial dashboards
  • New initiative modeling

Leadership Support and Development

Create focus and alignment

One-on-one coaching and collaboration to help leaders process complex decisions, ask the right questions, and frame communication around shared goals.

  • Executive/Operator Coaching
  • Functional Assessment (Operations, Finance, Go-To-Market)
  • Board Meeting Prework and Strategy

Stay in touch

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