Vetted Budgeting Professionals

“Operations leader with 15 years of experience managing teams up to 15 across IT, healthcare, accounting, and financial domains. Focused on KPI-driven performance, revenue/new client development, and process improvements (including implementing communication touchpoints) and has led a Bullhorn implementation with recruiters and account managers.”

“Revenue/sales operations and GTM builder for early-stage startups who designs repeatable sales processes (CRM pipeline stages, MEDDPICC, Challenger Sales) and operating cadences (OKRs) to improve conversion and forecasting. Also mentors product/technical founders—e.g., through the Canadian Technology Accelerator—helping a fintech founder establish segmentation, metrics, and an outbound motion that produced early recurring revenue and investor readiness.”

“Former CPA-firm partner and multi-time C-suite operator who helped build foundational operating systems for McDonald’s in its early public-company years (including franchise/store manuals and a property management system). Later served as CFO in the early video game/pinball industry and helped orchestrate the Seeburg Jukeboxes acquisition and development of the first CD jukebox with Sanyo. As an executive at Whitney Information Network, grew the business from roughly $2–3M to ~$250M in annual billing, ultimately becoming President.”

“Startup/scale-up operations leader who repeatedly builds lightweight but rigorous operating systems (OKRs/KPIs, agile/Lean cadences, PMO, financial controls, People Ops) from scratch and through change resistance. Cites measurable outcomes including 38% faster execution, 12x user growth, major cost reductions, and valuation increases (e.g., $6M to $56M in <12 months) across companies including DocuGuardian, Washify, NxtWash/NextWash, and Parkidy.”

“Operations-focused advisor with a structured approach to helping early-stage/growing companies scale: assesses processes and org design, applies Lean/BPR-style improvements, and executes phased rollouts with KPI monitoring. Has experience mentoring overwhelmed founders during rapid growth, with hands-on guidance around scaling sales teams, improving customer satisfaction, and maintaining culture while making strategic decisions.”

“Project/operations coordinator who helped spin off Cannabiz Advisor from an accounting firm, coordinating tax/accounting, marketing, sales, and client onboarding/training to launch the new service line and build a book of 30 clients within a few months. Also implemented a sales performance cadence at Orion Mobile with the VP of Sales, combining weekly metric reviews with structured rep action plans.”

“Growth and partnerships leader spanning creator ecosystem and B2B SaaS GTM. Drove measurable revenue outcomes by combining performance-based creator deals (including whitelisting/retargeting and geo lift testing) with a repeatable demand engine using Google Search, LinkedIn ABM, AI-personalized outbound, and HubSpot automation—scaling MRR from $15K to $110K and lifting trial-to-paid conversion from ~3.4% to ~9% via persona-based onboarding.”

“Operations leader at Bathworks of Michigan who scaled call-center and sales scheduling by commissioning a custom-built tool (drive-time + rep performance routing) as the org grew from ~10 to 30 sales reps, cutting appointment assignment to under 10 seconds. Uses a mix of frontline feedback frameworks and KPI analysis to drive efficiency (e.g., after-hours AI texting + shift changes) and has advised the founder on territory expansion, adding warehouses and leadership layers.”

“Operations-focused leader/advisor who repeatedly helps growing organizations design and implement scalable internal structures using a People-Process-Technology framework, process mapping, and KPI-driven management. Notable wins include building a delivery operations function after a multi-million-dollar bespoke sale and cutting customer service effort by 30% in a month by shifting from email to structured intake and measurement. Also coaches executives (including remote-management capability) and runs quarterly continuous-improvement cycles to keep ops aligned as companies evolve.”

“Frontend engineer with enterprise B2B and healthcare web experience, specializing in React/TypeScript architectures for complex, permissioned workflows and data-heavy admin dashboards. Has modernized legacy codebases with improved state management (Redux/Zustand/Rematch, IndexedDB caching) and shipped fast Next.js SEO/performance-focused builds under tight deadlines, including measurable bug-ticket reduction via improved error reporting.”

“Recruiting leader who manages a team of 3 and remains hands-on with high-impact executive searches. Experienced as a client-facing TA partner to HRBPs, hiring managers, and C-suite stakeholders, using talent mapping, competitive intelligence, and compensation/offer consulting to close critical roles. Drove measurable process improvement by streamlining an interview loop from 7 rounds to 3 to reduce candidate drop-off and improve time-to-fill.”

“Strategic sourcing professional with strong vendor onboarding and negotiation approach grounded in open-costing transparency and commodity market analysis. Uses critical path trackers and cross-functional milestone governance to protect OTD, and has mitigated duty/commodity volatility by shifting sourcing and locking prices—avoiding a reported 10–12% cost increase while maintaining quality and delivery.”

“Founder and financial-operations-focused consultant who builds FP&A/BI frameworks for early-stage and legacy businesses, including KPI systems tied to month-end close and integrated manufacturing/distribution datasets (BOM, PPV, rolling forecasts). Drove a 400% cash-position increase for a distribution client by redesigning collections analytics (customer-level DSO + proprietary PTC ratio) and has coached PE-installed executives through U.S. operational/legal and cultural nuances.”

“Hospitality operator who has opened and started multiple restaurant and bar concepts, with a structured approach from concept/brand story and mission creation through to operational execution. Emphasizes repeatable standards, margin discipline (inventory, portioning, labor), and coaching founders/executives to build scalable, replicable operations.”