Vetted Budgeting Professionals

“Senior executive operations leader with experience supporting top leadership at the Smithsonian Natural History Museum and the Defense Health Agency. Built executive-facing tracking systems (Excel/SharePoint), implemented meeting-time standards (25/50), and led large-scale initiatives including multi-million dollar exhibits and a 25,000-person keynote event, with deep discretion from long-term military security clearance.”

“Executive operations/project leader who managed cross-entity priority initiatives for Eric Schmidt’s family office, driving alignment through structured reporting and dashboards. Led a board-level digital transformation at ACC, moving a 14-member Board of Trustees from paper processes to board software, and brings high-discretion experience supporting Senator Warner.”

“Chief of Staff to the family of Kevin Scott (CTO of Microsoft), serving as the first CoS to unify previously siloed teams and build an operating cadence for executive decision-making. Experienced running high-stakes, high-security events including a Presidential fundraiser/President Biden visit, coordinating with the presidential advance team and Secret Service while protecting principal priorities and privacy.”

“Partnerships and GTM operator with experience across healthcare and the creator ecosystem: sourced and negotiated influencer deals for hormone healthcare products, and leveraged a personal network to land a major B2B white-label partnership driving steady monthly B2C sales. At TELUS Health, led a Learning product relaunch from one-time purchases to subscriptions (28% conversion vs 30% goal) and built a webinar acquisition loop optimized through iterative conversion experiments.”

“Fashion buyer/category manager with end-to-end ownership of Shopbop’s evening business, using Excel-driven classification and pricing tier analysis to uncover demand opportunities and deliver +20% above annual sales target on higher margin. Experienced negotiating vendor sell-through agreements (e.g., Marchesa Notte) and using RTV to reduce inventory risk while maintaining full-price selling; also has a track record coaching buyers to drive incremental revenue (e.g., $350K unplanned full-price sales via an exclusive delivery).”

“Brand and growth marketer with experience refining Unibail-Rodamco-Westfield’s brand across 62+ mall locations, using family-focused event programming to increase attendance and tracking results via ticket sales and website sign-ins. Brings 15 years in the entertainment/music/creator ecosystem, including artist representation and label deal experience, and applies that partnership mindset to multi-channel campaigns (owned web + third-party sites) and SEO-driven acquisition.”

“Operations leader (including COO experience) who has built and optimized internal operating systems for growing organizations, notably formalizing SOPs, org structure, KPIs/incentives, and business continuity for a scaling law firm. Also experienced translating board-level direction into executable, measurable plans at Seminole Tribe of Florida, using clear visuals and dashboards to mentor leaders without formal operations backgrounds.”

“Sourcing/procurement professional from Pavana Impex who has owned end-to-end sourcing for production-critical materials, combining spend/demand analytics with hands-on supplier onboarding, negotiation, and production-to-delivery execution. Demonstrates strong trade and landed-cost acumen (HS classification/COO, broker coordination, packaging changes) and a structured approach to supplier performance improvement using scorecards, CAPA, and OTIF/OTD tracking.”

“Founder of an LLC operating as a consulting firm providing fractional CTO services to startups, giving them parallel exposure to multiple early-stage companies. Has direct experience with MVP development, building org structures from scratch, and supporting early fundraising, and is exploring a pivot from consulting into a scalable product business while staying engaged with the VC/accelerator ecosystem.”

“Cross-functional product/engineering leader with startup and enterprise experience (Whimstay, Wells Fargo, Leap AI Technologies). Has owned end-to-end delivery including UI and payment architecture—built a multi-customer reservation payment flow using pre-auth plus event/timer-driven reminders and handled tricky edge cases like date changeover. Also introduced lightweight process (Jira, sprints, team/module structuring) to increase delivery speed in an early-stage AI document-matching startup.”

“Cross-functional operator with experience hiring and standing up a product support function, then reducing ambiguity across Sales/CS/Product Support through clear roles and KPI-driven accountability. Reported outcomes include +20% customer satisfaction, +40% employee engagement, and -10% churn, with an emphasis on structured execution (deliverables/deadlines/follow-ups) and proactive risk/disaster recovery planning.”

“Operations leader who built holding-company infrastructure from the ground up for Fairwood Brands, a national collection of design-build landscaping companies—spanning finance/accounting, HR, safety, fleet, and corporate admin. Emphasizes data-driven visibility into financial/operational performance and pricing discipline to materially improve profitability and enable scalable growth, while mentoring founders and leadership teams through change.”

“Built an end-to-end Alexa smart-home IoT application controlling a Wi-Fi bulb, including ESP32 firmware (MQTT) and an AWS serverless backend (IoT Core/Device Shadow, Lambda, DynamoDB) with a REST API. Demonstrates strong real-time scalability patterns (streaming ingestion, stateless processing, partition-key design) and full-stack delivery with Spring Boot + React (JWT auth, CORS, data-heavy dashboards).”

“Operations leader with deep experience scaling early-stage energy companies, including helping take Sunnova through an IPO and currently building Radial Power’s project development and accounting frameworks. Known for creating standardized, repeatable workflows (interconnections/community solar) and service operating models (centralized dispatch + local field service) that reduce cost, backlog, and time-to-NTP while enabling rapid growth.”

“Entrepreneurially minded operator with ~20 years in corporate now building a new venture (business plan + MVP in progress) and focused on rapid traction to reach PMF. Previously identified and executed a major student-events opportunity in Milan, scaling from renting a hotel for 800 paying guests to an Olympic village for 5,000, handling logistics, outreach, and team coordination.”

“HR/People leader with experience at The Princeton Review driving enterprise-wide compensation and benefits transformations. Built a scalable compensation system using market benchmarking and change management, and led a broker/carrier overhaul that cut benefits costs by $300K+ while improving employee satisfaction. Also experienced in high-stakes employee relations investigations and executive coaching (including a General Counsel) to restore trust and improve leadership effectiveness.”

“HR/people leader with experience partnering directly with firm partners and C-suite leaders to drive culture and retention initiatives, including launching a Partner Connectivity Program to rebuild community during/after remote-pandemic work. Strong in people analytics (Workday/Aderant) and executive dashboards, and experienced handling complex employee relations cases and accommodations in collaboration with in-house counsel.”

“Led acquisition efforts for the Etkin family partners during their transition from construction ownership into industrial real estate investing, focusing on REO acquisitions in the Denver/Front Range market (1990–1995). Built a structured due diligence and underwriting approach, developed financial analysis tooling, and navigated multi-stakeholder family dynamics while leveraging top brokerage relationships to source and lease assets.”

“Currently a startup CTO who thrives on building new technology stacks and rapidly turning technical ideas into products. Interested in partnering with a CEO/business team to commercialize embedded/edge concepts such as multi-sensor drone localization (video/audio/RF with SDR), low-cost solar+battery power nodes networked via LoRa, and an Amazon Sidewalk/LoRa connectivity device with cloud management.”

“Marketing/paid social creative lead who recently ran a 3-month campaign for the Shortzy! app, owning strategy through QA while coordinating freelancers on a small budget. Combines entertainment/on-set direction experience with performance marketing fundamentals (A/B testing, CPA/ROAS/CTR) from Google Marketing certification work, plus conversion assets like landing pages and subscription messaging.”

“Sourcing/procurement professional who owned end-to-end supplier management across concept through launch while running 20 projects concurrently. Known for hands-on supplier recovery (including onsite interventions) and process improvements that delivered measurable results (30% cycle-time reduction) plus strong cost focus via total landed cost analysis and international logistics optimization.”

“Engineering leader with hands-on coding time who has driven major commerce and data-platform transformations: defined goop’s omnichannel strategy, unified payments to Square, and rebuilt real-time NetSuite inventory flows plus forecasting tools. Currently reorganized engineering into Product/Data/Support teams to hit aggressive seasonal roadmaps, and led a data-lake/medallion ELT refactor feeding embedded analytics (Tinybird) with improved reliability and cost efficiency; also accelerates onboarding via AI coding tools in a serverless, event-driven architecture.”

“B2B SaaS growth marketer who was the first marketing hire and built the foundational brand and acquisition engine from 0-to-1, using customer-journey mapping, rigorous channel testing, and strong cross-functional alignment. Has launched an existing product into a new adjacent market via a multi-channel campaign and optimized spend by prioritizing CAC, conversion, and lead quality. Also has experience marketing monetization/distribution platforms to creators and developers, emphasizing values-aligned messaging for the creator ecosystem.”