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Build the Operating System of Your Business

Partnering with Executive Teams to de‑risk decisions, automate repeatable work, and turn data and AI into revenue, margin, and cash. 

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Most Executive Teams Are Flying Blind​

Disconnected and Siloed Data

Finance, sales, and ops live in separate spreadsheets. Even individual analysts hold tight to their own models. No one has the full picture to make confident decisions.

"Gut-feeling" Driven

Strategy gets set in Q1, then execution drifts. There's little to no tracking, there's no closed loop between plan and performance.

Manual Process Overload

Your best people spend over 60% of their time chasing data instead of driving growth and margin.

Strategic Operator & Executive Partner

Computer Engineer + MBA with 20+ years across telecom, loyalty, financial services, manufacturing, retail, and consulting, leading strategy, analytics, FP&A, and market intelligence. The common thread: connecting siloed data, translating it into commercial insights, and embedding it into planning cycles and dashboards that leadership actually uses.

I act as a strategic operator and right hand to CEOs and CFOs, designing the systems that power confident decisions.

OKRs, forecasting models, portfolio analytics, and AI workflows that remove manual and human error-prone steps from finance, sales, and operations.

I Design the Systems That Power High-Performance Businesses

Strategy & Operating Cadence

These are the OKRs, KPIs, QBRs, and the rhythm that keeps strategy alive.


Outcomes:
•   Strategy-to-execution frameworks

•   Operating cadence (monthly/quarterly reviews) that surface issues early

•    Alignment across departments on what actually matters

Commercial Insights & FP&A

Connect market intelligence, sales forecasting, and margin analytics into one decision-ready view.

Outcomes:
•   Sales forecasts that leadership trusts (and that actually hold)

•   Market and competitive intelligence embedded into planning cycles

•    Portfolio and profitability analytics that inform resource allocation

AI-Enabled Operations

Automate the repeatable, data-heavy work so your team focuses on judgment and growth.


Outcomes:
•  Automations that reduce manual steps and reduce delivery time

•   AI-powered dashboards and decision-support tools

•    Reporting automation that frees finance and ops teams for strategic work
Three Ways to Engage

Strategic Chief of Staff

(Fractional)
Embedded partner to design and run your operating system​
  • Strategy-to-execution framework
  • Design of Executive dashboard and decision-support tools selection
  • Ongoing preparation and facilitation of Executive Monthly / Quarterly Business Reviews
[Engagement length varies on client need]

Operating Model Design

(Project)
8–12 week sprint to build your strategy-to-execution framework
  • Operating model design
  • Commercial insights framework (forecasting, market inteligence, KPIs)
  • Implementation roadmap and transition support
  • AI Strategy [Ad-hoc]​
  • Operational Process Automation [Ad-hoc]

Executive Advisory

(Retainer)
Monthly strategy sessions + on-demand decision support​
  • Monthly strategic planning sessions
  • Data & AI Implementation Lead
  • Competitive Intelligence [Ad-hoc]
  • Market Entry [Ad-hoc]
  • Resource Allocation [Ad-hoc]
Let's Talk Strategy
Book a 20-minute call to discuss where your business is today and where you want it to go.
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Strategic Operator – Strategy, Insights & AI
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