Director-level systems thinking, without the headcount commitment.
Senior finance, BI, marketing analytics, and AI leadership on a fractional or project basis, for teams whose growth has outrun their systems.
Fractional Systems Leadership
Senior finance, BI, marketing analytics, and AI leadership on a fractional or project basis. Director-level systems thinking without the headcount commitment.
Fractional Systems Leadership
Senior finance, BI, marketing analytics, and AI leadership on a fractional or project basis. Director-level systems thinking without the headcount commitment.
How it starts
A written description of the problem, a written diagnostic, then a scoped proposal with fixed deliverables. No discovery calls.
Finance, technology, marketing, and operations, run as one system.
Hands-on finance, business intelligence, and marketing analytics leadership, built inside the kinds of businesses we serve: online tax software, strategic-finance consulting for CFOs and private-equity-backed operators, staffing, engineering and construction project accounting, legal and real estate closings, and field service today.
Every process has an upstream and a downstream. A dispatch change shows up in billing, in cash, and in next month’s forecast. We design the workflow for all of it, not just the screen in front of you.
- Finance
FP&A, modeling, pricing
Three-statement operating models, budgets and forecasts, pricing and valuation analysis, board and executive reporting, project and job costing.
- Technology
Data, systems, AI
One trusted base from the tools you already use. SQL, Power BI and Power Platform, Snowflake, NetSuite and QuickBooks, Salesforce and HubSpot, and practical AI assignments on top.
- Marketing data
Attribution, web, CRM
Google Analytics 4, Adobe Analytics, Heap, and marketing attribution joined to the CRM and the ledger, so spend ties to booked work and lifetime value.
- Operations
Field to office
Dispatch, delivery, payroll, and service workflows connected to reporting, so the office sees what the field did without a Friday reconcile.
Teams whose growth has outrun their systems.
- Software, SaaS, and analytics companies that need finance, BI, and marketing analytics leadership without a full-time hire.
- Service businesses whose growth has outrun the systems and the people who ran them.
- PE-backed operational businesses needing post-acquisition integration.
- Family-owned operators at $5M–$100M in revenue.
Read before you start.
Business Problem First. AI Second.
Most Service Businesses Do Not Have a Data Problem. They Have a Visibility Problem.
Tell us what’s broken.
Every inquiry gets a personal written response within one to two business days. No sales sequences, no nurture funnels, no calendar links.