I act as a trusted advisor to business owners, providing expert guidance to navigate complex challenges and seize growth opportunities. Leveraging operational, financial, and technological expertise, I deliver tailored approaches that streamline processes, enhance productivity, and optimize resource allocation.My commitment is to empower business owners with actionable insights and strategic advice, propelling their businesses toward their goals. I specialize in growing small businesses, offering individualized solutions to address their specific needs, ensuring sustainable growth and success.By offering fractional support, I permit business owners to leverage the insights and knowledge of a seasoned Chief Operating Officer without the long-term financial commitment of hiring a full-time employee.

As Chief Operating Officer, I was responsible for managing all operational, financial, and technological aspects of the company. I was instrumental in transforming Alexander Babbage from a market research and consulting firm to a SaaS based company. I successfully lead the launch of a pioneering location-based analytics application, building and managing the development team that spanned both in-house and offshore resources. By shifting from an in-office business to a hybrid structure, I aided the company in accommodating the changing modern workforce. To support this I integrated new policies, trained employees, and launched new IT platforms and communication systems. I directed the implementation of advanced tools and technology to continuously optimize business operations and eliminate bottlenecks, resulting in significant improvements and cost savings. Throughout my tenure, I performed a comprehensive analytical review of the monthly financial statements, developed a financial close package with forecasts and recommendations for relevant enhancements. I designed and implemented OKRs, KPIs, and SOPs that promoted company culture and vision.Chief Operating Officer - May 2017 to April 2023Vice President Finance & Operations - November 2013 to May 2017Director of Finance & Operations - February 2009 to November 2013Director of Finance - June 2008 to February 2009

I balanced my time and efforts between Trusted Counsel (a corporate and intellectual property law firm) and Alexander Babbage (location-based analytics firm), both under common ownership. I collaborated with the leadership teams to implement tailored processes and approaches that achieved each organization’s unique business initiatives. As the COO, I fostered close partnerships with the marketing teams, outsourced content writers, and web developers to maintain a fresh and relevant websites and to produce high-quality white papers, blogs, and press releases. Utilizing my extensive financial expertise and business acumen, I provided counsel to the Managing Partner, constructed a comprehensive business case and financial models that demonstrated the benefits and feasibility of merging Trusted Counsel with Moye White of Denver, CO. As we moved into the next phases, I conducted due diligence for Trusted Counsel and presented my recommendation to go forward with the merger. I played an instrumental role in the merger process by successfully managing the post-merger integrations of the firms. Chief Operating Officer - May 2017 to September 2021Vice President Finance & Operations - November 2013 to May 2017Director of Finance & Operations - February 2009 to November 2013Director of Finance - June 2008 to February 2009

In my role as Senior Financial Analyst, I was responsible for preparing and managing a $35M budget, delivering financial oversight and tactical guidance to the leadership team. I forecasted pro forma budgets, analyzed financial statements, and generated reports for the Vice President of Finance. Additionally, I devised efficient protocols to stabilize The Home Depot's $400M advertising spend versus budget, thereby minimizing quarterly shifts that could potentially impact the company's SEC variance reporting.