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Skills

  • Payment Gateway Integration
  • Design Process
  • Program Management
  • SaaS
  • Software Development
  • Customer Journey
  • Financial Analysis
  • Financial Planning
  • Planning
  • Business Requirements
  • Business Strategy
  • Dashboard Design
  • Design
  • Executive Coach
  • Fintech

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Services

  • Business strategy and operations

    $5/hr Starting at $500 Ongoing

    Dedicated Resource

    Design, create and manage business operating plan at strategic and implementation level. Metrics and dashboard design and implementation. Long and short range planning and operations. Strategic financial...

    Business RequirementsBusiness StrategyDashboard DesignDesign ProcessFinancial Analysis
  • COO / Chief Operating Officer services

    $5/hr Starting at $500 Ongoing

    Dedicated Resource

    Process redesign, operational excellence initiatives, human design centric customer journey design, product and business requirements generation, roadmap prioritization and business cases Strategic operational...

    Customer JourneyDesign ProcessManagementMetricsPayment Gateway Integration
  • Customer Operational Excellence

    $5/hr Starting at $500 Ongoing

    Dedicated Resource

    Customer journey mapping, customer journey design, quote to cash excellence, client engagement model review, design and implementation Previous employers: Fortune 500, Nasdaq companies, post MBA at...

    Customer JourneyDesignDesign ProcessModelingPayment Gateway Integration
  • Executive / Leadership development coach

    $5/hr Starting at $250 Ongoing

    Dedicated Resource

    Executive, leadership development coach using co-active approach Prestigious CoachTraining Institute trained Co-active coach (~100 hours training) Previous employers: Fortune 500, Nasdaq companies, post...

    Executive CoachLeadershipLeadership DevelopmentLife CoachTeam Building
  • Financial Planning and Analyses

    $5/hr Starting at $500 Ongoing

    Dedicated Resource

    Fortune 100 FP&A and business partnership experience in sales, marketing, strategic planning, G&A expense reduction, payment expenses rationalization

    Financial AnalysisFinancial PlanningMarketingPayment Gateway IntegrationPlanning

About

Business GM, Chief of Staff, Burst Program and Initiatives Leader, Builder, Do'er(growing mid market & public co's, fintech, prod management, FP&A, planning & ops, SaaS)

Your first 60 minute consult with me is always on my clock to assess engagement compatibility. Experience level: Director level ++, 15+ yrs experience. Style: Approachable, genuine, collaborative, pragmatic, progress and result-oriented, while keeping your goals and strategic objectives in mind and in check.

Thought-starter engagement examples (illustrative):

1. Planning and execution agility: Translating growth strategy into key operating components and an integrated plan - create, monitor and pivot plan as we go.

2. Strategy articulation and development: You have a great idea and a strategy. But before you invest the time to develop a whole business plan, it is worth articulating it on paper, frame the strategy drivers, components and what info and evidence is needed to validate/in-validate.

3. You are a growing SMB or mid-market business and you are looking to use data (being one) to drive growth and re-imagine / modernize customer interaction/experience.

4. Process documentation and redesign: you have operational and financial processes by department/ function but you do not have an end to end journey for either an internal view or for your customers.

5. Financial planning and analyses: you have reams and reams of reports on your business performance but no insights for growth and forward planning.

6. Internal executive communications: You need to either create or receive succinct executive or business level written communications regarding a project or program's risks, opportunities and status. This is usually a component of planning and execution.

Work Terms

What I believe at a principle level:
Connecting at a human level is critical.
Progress is better than perfection.
Don't assume that it can't be done.
You get what you tolerate.
80/20 rule applies most of the time.