I build the operating infrastructure that connects revenue, delivery, finance, and people, so PE-backed and high-growth companies can scale without losing margin, consistency, or control.
Get in touchThese are the friction points I'm brought in to fix, and how I respond to each one.
Leadership is flying blind, with no shared view of what's working, what's at risk, or where margin is leaking.
Design and stand up the operating rhythm: dashboards, MORs, and reporting that turn data into decisions.
Sales, delivery, and finance are making commitments independently, creating capacity gaps, margin surprises, and broken client promises.
Redesign the operating model so functions are connected: capacity planning tied to pricing, delivery tied to revenue commitments.
Pipeline numbers aren't translating to reliable revenue projections. Leadership can't plan headcount or capacity with confidence.
Stand up deal desk, pipeline governance, and forecast discipline from scratch, so sales and finance work from the same numbers.
Engagements are running over budget, timelines are slipping, and there's no PMO infrastructure to catch issues early.
Build or stabilize PMO, resource planning, and delivery frameworks. Create predictable execution and healthier margins.
An acquisition just closed and the operating models, systems, and teams aren't aligned. Integration is stalling.
Lead pre- and post-close integration: define workstreams, track dependencies, drive execution across functions and org structures.
The tools and workflows that worked at $5M are breaking at $15M. Manual processes are creating risk and slowing growth.
Redesign operational systems across CRM, delivery, reporting, and planning. Cleaner data, better forecasting, infrastructure that scales.
Supported ~4x revenue growth over three years by absorbing acquired teams, aligning operating models, and keeping delivery performance intact through each transition.
Built the company's operating cadence from scratch: monthly operating reviews, executive dashboards, and financial reporting infrastructure that gave leadership a shared, real-time view of the business for the first time.
Stood up Revenue Operations discipline from zero: deal desk, pipeline governance, and forecast discipline connecting capacity planning to pricing so sales and delivery weren't making commitments independently.
Built and scaled the PMO supporting enterprise consulting delivery and account management, driving operational strategy across utilization, margin performance, and delivery capacity.
Led pre- and post-close M&A integration across multiple acquired businesses, defining workstreams, tracking dependencies, and aligning operating models, systems, and org structures.
Structured around your situation, not a fixed service menu.
Lightweight evaluation of your ability to support scale. Delivers a maturity scorecard, key risks, and prioritized quick wins.
1–2 weeksDeep analysis of forecasting, delivery, reporting, and execution workflows. Delivers a redesigned operating model and transformation roadmap.
2–4 weeksBuild or stabilize functions like PMO, delivery operations, and resource planning. More predictable execution and healthier margins.
1–3 monthsRedesign operational systems across CRM, delivery, reporting, and planning. Cleaner data, improved forecasting, infrastructure that scales.
1–3 monthsLead end-to-end integration from pre-close planning through post-close stabilization. Faster integrations, reduced disruption, clear accountability.
3–6 monthsEmbedded extension of your leadership team, retained to align priorities, stabilize execution, and increase your organization's capacity to scale.
Ongoing
Most recently VP, Delivery Operations at a PE-backed AI consultancy scaling toward $20M+ in revenue, with three years embedded across growth, acquisition, and integration.
I specialize in building operational infrastructure for professional services organizations: delivery frameworks, PMO governance, revenue operations, and M&A integration. Most of my career has been in PE-backed or high-growth environments where there's no playbook yet.
I start with a 30-minute conversation to understand the situation and assess fit. If there's alignment, we move quickly.