Operating Portfolio
Selected examples of how I build finance, operations, people, technology, governance, strategy, and decision infrastructure in underbuilt or high-stakes organizations.
These are not traditional project writeups. They are examples of the operating problems I am repeatedly asked to solve: unclear ownership, weak visibility, fragmented systems, audit or diligence pressure, vendor complexity, people infrastructure gaps, and leadership teams needing better decision support.
Building from Zero: Finance + People Infrastructure
Built finance, HR, payroll, benefits, policy, compliance, and governance infrastructure for an organization that had outgrown outsourced and informal operating systems.
Capabilities: Finance infrastructure · People operations · Payroll · PEO implementation & transition · Internal controls · Governance · Audit readiness
Modernizing a Mission-Critical EcoHarvest MRV Platform Under Constraints
Led operational continuity, vendor coordination, cost discipline, UAT, security readiness, data quality, and launch-readiness work for EcoHarvest’s MRV platform during a major modernization effort.
Capabilities: SaaS product operations · Product ownership · Vendor management · Offshore team coordination · UAT · Data QA · Security readiness · Cross-functional product leadership
SaaS Transition, Cloud Operations & Acquisition Readiness
As the senior finance leader, I helped shape the decision to move from perpetual license revenue toward subscription revenue, built pricing strategy and product revenue models, and created KPIs and transition milestones to protect business continuity while also supporting cloud operations maturity, buyer evaluation, diligence, acquisition, parent-company reporting, and post-close transition.
Capabilities: M&A/due diligence · SaaS finance · Subscription transition · Equity administration · DevOps coordination · Customer success
Additional Operating Range
A broader sample of environments where I have built clarity, controls, systems, and decision support.
Fundraising Readiness & Audit Cleanup
Stabilized accounting, audit support, inventory/WIP visibility, equity transactions, and investor-ready documentation in a high-complexity startup environment.
Large-Board Governance, Treasury & Compliance Reporting
Built financial visibility, board reporting, treasury discipline, long-range forecasting, audit coordination, and complex compliance support for a cooperative operating model.
AI-Enabled Company Operating System
Implemented ChatGPT across the company, built AI-assisted executive and product workflows, created workspace patterns for ChatGPT, Copilot, and Atlassian/Rovo, and enabled staff with training, curated source files, and documentation patterns.