Services

Executive Advisory & Consulting

Selective engagements for organizations that demand senior-level expertise, strategic clarity, and measurable outcomes.

How I Work

I take on a limited number of engagements at any given time — by design. Every client receives direct access, undivided attention, and a level of rigor that only comes from genuine commitment. Whether embedded as a fractional executive or engaged for a defined strategic mandate, I work as a true partner: accountable to outcomes, not deliverables.

01

Ongoing Advisory

Fractional CFO

Senior financial leadership without the full-time overhead. I serve as an embedded CFO for growth-stage and mid-market companies navigating inflection points — fundraising, restructuring, M&A, or scaling operations. I bring the full weight of C-suite experience to your finance function on a flexible, right-sized basis.

Scope Includes

Financial strategy & capital allocation
Investor relations & board reporting
FP&A buildout and team leadership
M&A readiness and transaction support

02

Project Engagement

Operational Transformation

For organizations where the strategy is clear but execution has stalled. I diagnose the operational gaps, design the transformation roadmap, and lead the change — working alongside your team to drive adoption and deliver measurable efficiency gains. Engagements typically run three to twelve months.

Scope Includes

Operational diagnostic & gap analysis
Process redesign and implementation
KPI frameworks and performance systems
Change management and team alignment

03

Project Engagement

Corporate Strategy

Rigorous strategic planning for boards and executive teams facing complex decisions — market entry, portfolio rationalization, competitive repositioning, or long-range planning. I bring an outside perspective sharpened by two decades of operating experience, and I stay engaged through execution.

Scope Includes

Strategic assessment and market analysis
Scenario planning and option evaluation
Board-ready strategy presentations
Execution roadmap and milestone tracking

04

Ongoing Advisory

Board Advisory

Independent board and advisory board service for companies seeking a seasoned financial and operational voice in the boardroom. I bring candor, pattern recognition, and a fiduciary mindset to every engagement — asking the questions that need to be asked and providing the oversight that creates long-term value.

Scope Includes

Independent board director service
Audit and finance committee leadership
CEO and management team counsel
Governance and risk oversight

Speaking

Keynotes & Executive Panels

Available for keynote addresses, executive panels, and corporate leadership programs on topics spanning corporate finance, operational transformation, women in the C-suite, and building high-performance organizations. Past engagements include Fortune 500 leadership summits, university business programs, and industry conferences.

Leading Through Transformation
Capital Allocation as Competitive Advantage
Women in the C-Suite
Building High-Performance Finance Teams

Let's discuss your engagement.

All inquiries are reviewed personally. I respond within 48 hours.