Financial & Operational Infrastructure
Building the financial and resource visibility, forecasting, and operational infrastructure that drives better utilizations, margins and outcomes.
Operations leader for companies entering their next stage of growth.
I'm pursuing COO, Head of Operations, and transformation leadership roles where I can help a founder-led or PE-backed business scale with better systems, teams, financial visibility, and execution cadence.
Operational Impact at a Glance
Revenue Growth
$20M → $125M
$20M
Y1
$45M
Y2
$70M
Y3
$95M
Y4
$125M
Y5
Team Management
7 → 100 → 300+
7
Systems and Tools
platforms deployed
Workday
Workamajig
Agentic Ops Assist
Smartsheet
MSP
Custom Solutions
Utilization
65% → 85%
65%
Y1
72%
Y2
78%
Y3
85%
Y4
About Me
A Builder at Heart
I partner with SMB consultancies, agencies, PE-backed service firms, and founders who need an operating systems architect, building the infrastructure, cadence, and AI-enabled workflows that let the business scale without breaking.
Background spans Infosys, WongDoody, and Publicis Sapient, with a track record scaling North American consultancy operations and standing up PMO, forecasting, utilization, and multi-region delivery systems.
What I Do
Build Infrastructure for Scale
To set up for growth, businesses need a strong foundation that leverages their strengths
AI-Enabled Workflow Systems
Designing and deploying practical AI workflows embedded into everyday operations that multiply your team's performance.
Team Building
Creating aligned team, operating processes, and structures that scale with your business, while keeping your culture at the center of your business.
Scale & Transformation
Helping firms evolve from founder-led operations into scalable, high-performing organizations.
Systems I've Built
Examples of systems and tools I've built
Scoping, time and utilization, ERP, forecasting, and workflow tools I've built and use in the field.
Estimation & Scope Tooling ("Dealtool")
Standardized estimation, pricing logic, staffing assumptions, and margin forecasting.
View estimate exampleBespoke Timesheet & Utilization System
Custom platform for time tracking, utilization visibility, and resource reporting.
View timesheet exampleOperations Assistant Agent
AI-enabled operational assistant that reviews documents, extracts data, and builds operational databases.
View conversation exampleERP Rollout & Operating Cadence
ERP implementation and integration across delivery, staffing, finance, and reporting workflows.
Ask about this systemForecasting & Capacity Planning Frameworks
Connected pipeline, staffing, utilization, and margin forecasting into a unified operating model.
Ask about this systemWork Highlights
Stories from the field.
Key successes and milestones
Scaling a Consultancy From Regional Firm to Global Delivery Operation
- Helped scale North American operations from ~$20M to $100M+
- Built multi-region delivery operations across US and India
- Established PMO, forecasting, utilization, and governance systems
- Supported operational integration during high-growth expansion
Bringing Operational Discipline to Founder-Led Teams
- Clarify operating cadence
- Improve forecasting
- Align delivery and finance
- Reduce organizational friction
- Implement lightweight AI-enabled systems
Brands I've supported
