CASE STUDIES
Enterprise discipline, applied at startup speed.
Selected work from COO, Chief of Staff, and advisory engagements with startups and growing companies, and from 18 years at American Express. Clients are named with their permission. Where they are not, the work is described by sector.
FEATURED
BINDLE SYSTEMS · VENTURE-BACKED · FINANCE
6 months
From a spreadsheet of ranges to numbers the board relied on
Rebuilt a startup's financial model from the bottom up, and extended its runway through cost discipline and financial controls.
TRUNK TOOLS · VENTURE-BACKED · TALENT
5 hires, 90 days
Doubling an engineering team with a hiring system built to last
End-to-end hiring infrastructure for a construction AI startup that has since raised a $40M Series B.
POWEROPTIONS · FRACTIONAL COO
35%
Returning executive capacity to the CEO and SVP
An organizational redesign for an $8M consortium: a new Director of Operations role, a planned SVP transition, and capacity shifted toward product development and solar and electric.
AMERICAN EXPRESS · ENTERPRISE · AUSTRALIA
$5.4M a year
Record billings, falling margin: turning the one money-losing category profitable
Built a P&L for every spend category, found the only one below zero, and took it from negative 23 to positive 22 basis points. Recognized with the American Express President's Award.
MORE ENGAGEMENTS
Other work, in brief
AMERICAN EXPRESS
CHIEF OF STAFF TO CIO
Operating model for a 3,000-person technology division
Co-designed the organization structure and leadership cadence for the Enterprise Platforms division, managed the CIO's senior leadership staff, and supported governance of a $400M+ annual portfolio.
FINANCIAL SERVICES
TRANSFORMATION ADVISOR
Divestiture readiness for a student loan servicer
Project and relationship manager on a partner-led team supporting a leading student loan servicer preparing to divest technology and operational assets valued in the hundreds of millions. Ran the internal interviews and data collection behind the valuation and built the client update decks.
FINANCIAL SERVICES
TRANSFORMATION ADVISOR
Acquisition screen for a global financial institution
Project manager and analyst on a partner-led team. Built a long list of more than 30 payments reconciliation technology companies against defined fit criteria and, with one colleague, narrowed it to three strategic targets.
DIGITAL MEDIA
EXIT READINESS
An exit story for an established media brand
Rebuilt the investor narrative and financial model around three paths, a full sale, a partnership, or independent growth, with three-year forecasts. Prepared the founder for conversations with a major media acquirer at a $4M to $6M target valuation.
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