I have spent more than thirty years designing, running, and automating business and financial operations. From my earliest work improving cellular operations and installing POS and accounting systems, I've built a career operating and automating everything I've touched. I've founded and built companies, established their finance and operating systems, led enterprise process and systems work at Level 3, and spent eight years as CEO of a globally distributed infrastructure company.
My work has crossed finance, operations, technology, product, people, and governance because those functions have to work together to make a company work. I move from an executive-level operating or financial problem into the processes, data, systems, and implementation underneath it. I take on a small number of these engagements each year. To inquire, use the contact form.
Business operations
Build and run the processes, responsibilities, controls, policies, and management systems companies need to operate and grow.
Finance
Build and manage accounting operations, budgets, forecasts, cash, treasury, financial controls, and management reporting.
Technology and automation
Turn operating problems into working systems. Build software, integrations, workflow automation, reporting, and AI-supported tools directly.
Organizations
Build teams and operating structures, clarify responsibility, and determine when capacity requires people, better systems, automation, or outside expertise.
Implementation
Work from executive decisions through the details of process, systems, testing, documentation, and implementation. I don't stop at recommendations.
Some of the record
- Reconstructed contractual liabilities and unbilled revenue across Level 3's enterprise systems and designed the recovery processes, which contributed to a 35% improvement in billing accuracy.
- Built the operating systems for a company that grew to about 68 people across 14 time zones, across software, distributed infrastructure, hardware, logistics, security, finance, and community operations.
- Established the finance and operations functions of a technology and telecommunications company from formation, and ran them for eight years.
- Built operating dashboards, compensation programs, employee surveys, and product and project systems for client organizations through Joya Solutions since 2006.
- Implemented point-of-sale and back-office accounting systems for businesses across the US, from installation through training and data integration.