Fractional COO & Operating Partner
Analytics & Reporting, Systems Integration,
Financial Controls, Process Infrastructure
Executive-level expertise, hands-on execution, part-time cost.
Background
I spent 25 years building operations and analytics systems—from startups to a $2B public company. Deployed analytics platforms for 6,000 users. Integrated $1B+ in acquisitions. Managed multi-million dollar product and engineering budgets.
Here's what I learned: the operational problems at $2B companies are identical to the ones at $10M companies. Disconnected systems. Manual processes. Data you can't trust. Teams working around problems instead of fixing them.
The only difference is scale.
Growing companies need senior operational expertise to build the right infrastructure—but can't justify a full-time COO. That's the gap I fill.
I build financial controls, integrate systems, deploy analytics infrastructure, and create processes that actually work.
Specialties
Technology stack selection, integration, and deployment (CRM, ERP, collaboration tools)
System rationalization and redundancy elimination
Data integration architecture
Implementation management with knowledge transfer
Tool optimization for workflow efficiency
Tech Infrastructure & Scaling
Strategic plan translation into operational initiatives
Prioritization frameworks for competing demands
30-60-90 day implementation planning
Business continuity and risk management
Scalability assessment and infrastructure for growth
Strategy Execution
P&L management and budget development
COGS tracking and project-level profitability systems
Financial controls implementation (reduce AR, accelerate cash)
Resource allocation optimization and vendor management
Pricing strategy and revenue model design
Financial Ops & Controls
Clear roles and responsibilities, RACI frameworks, operating cadences
Org charts and job descriptions that clarify decision rights
Workflow standardization and operating cadence design
Performance management systems
Process design and SOP development
Organizational Structure
Analytics roadmap development and prioritization
KPI dashboards, sales pipeline visibility, operational metrics
Business intelligence infrastructure design
Data governance frameworks and quality standards
Performance measurement systems aligned to strategic objectives
Analytics Strategy & Reporting
Turning operational chaos into clarity.
Who I Serve
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Option 1:
You've proven the business model and have real revenue. But you're running on spreadsheets, disconnected tools, and knowledge that lives in people's heads. Teams lack clear accountability and you lack real visibility into project profitability.Option 2:
You've hit the "Founder's Bottleneck"—you're personally involved in every decision because "no one else can do it right." Your company's success is forcing you to abandon the very identity that made it successful. You're drowning in decision fatigue, firefighting daily, and isolated because you can't be fully transparent with employees, investors, or family about what's actually broken
You need someone who can actually build the systems and leadership infrastructure that lets you evolve from "chief problem-solver.” -
Option 1:
You have a portfolio company that needs operational improvements executed in 90-180 days. Maybe it's underperforming, integrating an acquisition, preparing for exit. You need measurable operational progress that shows up in EBITDA and valuation.Option 2:
Your value creation has shifted from financial engineering to operational execution. You need measurable EBITDA improvement in 90-180 days. Your portfolio company may be bleeding margin through operational complexity, struggling with post-acquisition integration, or running on a founder-dependent "human API" that's completely unscalable.
You need someone who's integrated $1B+ in acquisitions and can parachute in as your "transformation lead"—executing the Plan, fixing the margin killers, and installing professional management and systems that survive.
How I work
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Assess
2-3 WEEKS
I diagnose your operational challenge through stakeholder interviews, systems audit, and process review. You get a prioritized roadmap with effort/impact scoring and one quick win—something fixed, not just recommended.
This isn't strategy tourism. It's a low-risk way to work together that often converts to implementation.
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Engage
3 - 6 MONTHS
Based on the assessment, I build and deploy what you need: financial controls, CRM, systems integration, analytics infrastructure, organizational structure. I work alongside your team until it's operational, and they can run it without me.
The deliverable is "implemented and operational." This transfer keeps it running when I leave.
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Retain
6+ MONTHS
For companies needing consistent operational leadership during growth phases or transitions. I participate in weekly leadership meetings, drive quarterly planning, oversee multiple initiatives, and provide ongoing problem-solving. This is embedded leadership, not monthly check-ins.
That's 2-3 days/week of direct involvement.
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Maintain
OPTIONAL
For systems I build or implement or configure, continued support keeps them running and evolving.
This includes regular monthly maintenance, new reports created as your needs change, and continuous data quality monitoring.