Strategic Finance Assessment and Support: Enhancing financial management capabilities, aligning financial strategies with overall business objectives, and supporting key CFO activities.Operations Assessment and Support: Optimizing operational performance, reducing costs, improving customer satisfaction, and enhancing overall efficiency, akin to COO-level support.Sales and Operations Planning: Achieving operational efficiency in sales, improving customer satisfaction, and maximizing profitability through effective alignment of sales forecasts and resource allocation.Mission and Strategy Alignment: Ensuring that organizational missions are effectively translated into actionable strategies that drive success and impact.Business Planning Support/Non-profit Spin-offs: Assisting in developing and implementing comprehensive business plans and supporting non-profit organizations in spinning off from their fiscal sponsors.Board and Executive Partnership Structures and Governance: Establishing effective oversight, strategic guidance, and accountability within organizations.Interim CEO, COO, and CFO Support: Providing stability and continuity in leadership roles during transitions.

- Led cross-functional teams in the successful execution of transportation solutions for HopSkipDrive, a leading technology platform in the ride service industry (2 managers, 2 associates, 10+ customer service representatives)- Developed and implemented strategic initiatives to optimize operational efficiency and improve customer experience, resulting in increased client satisfaction and retention- Collaborated closely with stakeholders to gather requirements, define project scope, and ensure timely delivery of high-quality solutions- Utilized data-driven insights to drive decision-making, identify areas for improvement, and implement scalable processes and solutions to support business growth- Fostered strong relationships with key clients, earning a reputation for exceptional customer service and earning repeat business opportunities- Acted as a subject matter expert, providing guidance and support to team members, promoting knowledge sharing, and fostering a collaborative work environment.

- Authored strategic plan & feasibility study, for Denver-based, experiential, independent school- Created a board-approved, 10 year proforma budget based on an innovative sliding-scale tuition model that would create a self-sustaining revenue model and diverse student enrollment- Recruited a unique and diverse Board of Directors- Created and developed fundraising strategy, resulting in over $85k in development for Q1/Q2 2021