Vetted Change Management Professionals

“Operations/finance leader who joined Google during a rapid growth phase (circa 2007–2008) and built foundational analytics and governance systems across revenue, partnerships, and global marketing finance. Known for shifting organizations from qualitative/"feel" decisions to metrics-driven quota setting, deal evaluation (including cannibalization and margin thresholds), and ROI-based marketing budgeting while aligning senior stakeholders like CFO and CMO.”

“COO/CFO and startup co-founder (Gratia, Inc.) who has built operational infrastructure end-to-end across finance, contracts, resourcing, and talent management. Has scaled multiple early-stage businesses (<$20M revenue) and supported outcomes including a sale to a private equity-backed strategic buyer, with a pragmatic approach centered on clear processes, stakeholder alignment, and leveraging tools like QuickBooks, Bill.com, HubSpot, and Salesforce.”

Paul Boehms

Screened ReferencesStrong rec.

Executive COO/CFO specializing in operational excellence, finance transformation, and M&A integration

Grand Rapids and Detroit, MI25y exp

“COO/operator with 12 years in law firm environments who founded an HR consulting startup under Clark Hill PLC, building the full go-to-market, pricing, and standardized service delivery playbooks (including a payroll-percentage fractional HR retainer model). Lean Six Sigma Black Belt with proven results in both manufacturing (raising rooftop AC output from 20 to 50 units/week) and professional services (cut ~1 week from invoicing to improve cash flow). Also runs financial operations for a fast-growing nonprofit sports club (600+ participants).”

“McKinsey consultant (BA and newly promoted Engagement Manager) with experience leading large-scale operating model and digital transformations using stage-gate governance and executive steering committees. Also served as a Policy Advisor to a governor, producing confidential executive briefings and implementing tracking systems to drive interagency accountability on climate and resilience initiatives; delivered a pharma/biotech workforce roadmap projecting $75M savings over 3 years.”

Monica SilvaGutierrez

Screened

Executive Operations & Chief of Staff leader specializing in org change, People Ops, and operational excellence

New York, NY18y exp

“Senior Program Manager and Chief of Staff at Google who led large-scale cross-functional transformation work, including centralizing program management across a 14,000-person global technical org. Known for building rigorous governance, executive communication cadences, and single-source-of-truth dashboards, while also optimizing executive time and managing sensitive, high-stakes information.”

“Founder-sourcing and pipeline operator with energy/sustainability network who has sourced and built multi-touch relationships with founders (including an SF-based founder building an AI platform for data-center permitting/financing/offtake). Uses a structured discovery and tracking process, provides value through insights and introductions, and produces partner-ready summaries and recommendations to drive go/no-go decisions.”

“Startup and corporate venture builder with board/advisor/consulting experience across media-tech and automotive ventures, including helping launch NASCAR’s production and content creation arm as a standalone subsidiary. Has worked with 360° camera/content companies and AI-driven robotic camera/workflow products, and also built an entrepreneurship major track for a business school; seeks CEO role within a venture studio while taking a disciplined approach to personal financial risk.”

“Operations leader/advisor experienced in bringing structure to early-stage/growing companies by connecting Vision-Mission-Strategy to execution via roadmaps, accountability, and KPI scorecards with defined operating cadences. Demonstrated measurable impact by redesigning sales compensation around margin by product/retailer, improving profitability by 4 points within six months, and has reported directly to founders/CEOs with sales and finance backgrounds.”

“Recruiting leader with experience managing teams from 5 to 55 and staying hands-on in senior/executive searches. Partnered closely with HRBPs and a CFO at PDT, including designing compensation structures for a junior-talent program and helping build out the CFO’s organization over 6 years. Known for implementing a shorter, structured, data-driven interview process that improved hiring speed and enabled teams to become fully staffed and more proactive in hiring.”

“Board member/advisor to a mid–$10M revenue company aiming for $100M+, focused on portfolio trimming, analyst-quadrant positioning (Gartner/Forrester/ISG), and building scalable commercial operations. Has driven org redesign (separating marketing and sales), CRM rollout (Salesforce) alongside existing Dynamics accounting, and coaches founders to adopt metrics, messaging discipline, and delegation for global scale.”

“Consulting-style leader (McKinsey context) driving data- and AI-enabled transformations across healthcare, QSR, retail, and services. Has built AI-powered analytics tools for marketing ideation, led agile operating models with client-side counterparts and external coaches, and navigated highly sensitive competitive retail engagements by isolating teams and delegating pricing work to avoid conflicts.”

Thomas Douaihy

Screened ReferencesStrong rec.

Executive CIO/CDO/CTO specializing in digital transformation, data/AI, and cloud modernization

Florida/Missouri34y exp

“Operations/process improvement leader with executive experience at Nestlé Purina, applying Lean/value stream mapping to improve IT service response times and user satisfaction. Led the integration of Merrick Pet Food into Purina, addressing scaling constraints by redesigning outdated processes. Also served as a technology mentor to the Purina executive team/CEO to improve decision-making on technology investments.”

“Technology leader from Franklin Templeton who modernized wealth management tech by launching client-facing digital web/mobile experiences via a phased data-warehouse-to-real-time strategy, while aligning internal CRM visibility for front office teams. Scaled an engineering org from 15 to ~250 (15 teams) and drove a shift from waterfall to Agile with microservices/micro-frontends and Jira-based transparency to improve delivery velocity.”

“Chief of Staff / PMO leader at CAIS who built a firm-wide product & technology roadmap and delivery governance from the ground up, partnering directly with the executive committee to define OKRs and prioritization. Led cross-functional GTM readiness tracking and delivered major platform modernization (monolith to microservices) plus trade lifecycle automation in the alternative assets/independent financial advisor space, while also instituting financial discipline and vendor negotiations that saved millions.”

“Senior engineering/technology leader who has defined and delivered a multi-year roadmap to modernize platforms and embed AI, leading global teams through cloud-native and microservices migrations on AWS/Azure. Demonstrated measurable outcomes including 99.99% uptime, 40% fewer incidents, 25% faster delivery, 5x scalability, and $30M in new business opportunities, while scaling a 100+ person distributed org with strong OKR-driven execution and mentorship culture.”