Vetted Strategic Planning Professionals

Karan Mehta

Screened ReferencesStrong rec.

Director-level Business Operations & GTM Strategy leader specializing in analytics and performance

Foster City, CA9y exp

“ZS consultant/product owner who repeatedly turns vague GTM performance goals into decision-centric analytics products and operating rhythms. Has scaled analytics initiatives from pilots into $1M+ platforms with 100+ leader adoption, and tied measurement tools to material business outcomes (e.g., $10M+ incremental revenue impact) through change management and cross-functional alignment.”

“Real Estate & Construction professional at Analog Devices who built a cross-functional "single source of truth" system (Excel to Smartsheet) integrating tools like CoStar and Conga. Previously co-founded a Shanghai-based communications coaching consultancy serving eBay middle managers, handling incorporation, branding/marketing (including WeChat), office negotiation, and growth through increased class frequency and mentoring.”

“Cross-functional operations leader who managed six departments and led a first-time international expansion from Dubai into Riyadh, including hiring a Saudi GRO to navigate registrations/licensing and local requirements. Implemented a BI dashboard and later integrated it with an ERP to give executives real-time visibility into sales, project delivery, and finance, and stood up a PMO to improve delivery and collections while reducing sales-to-delivery friction.”

“Operations/finance leader who built the internal infrastructure for a personal care company to sell into 35,000 retail stores, spanning contract manufacturing, warehousing/3PL, banking credit facilities, HR policies, marketing ops, and accounting systems (Great Plains, QuickBooks Online). Currently supports a music/entertainment organization, mentoring non-business creatives on business and finance while driving profitability and growth.”

Vela Sivasankaran

Screened

Executive technology leader specializing in cloud, telecom, and digital transformation

Virginia, USA16y exp

“Former founder of a financial services technology startup that is currently on hold for family reasons. Has hands-on startup fundraising exposure from employee roles, including presenting proof-of-concept demos to venture capital firms, and brings a strong focus on fraud prevention, safeguards, and regulatory compliance.”

“Operations/program leader who partnered closely with a COO to drive transformation initiatives (compliance workflow automation and budgeting redesign), implementing governance cadences and executive dashboards to improve alignment and decision speed. Managed a $120MM operating budget and successfully delivered regulator-mandated resolution planning under tight timelines, while maintaining strict discretion during restructuring work involving sensitive HR data.”

“Operations/program support professional with experience at Meta and a ~25-person sports/partnerships agency (Innovative Partnerships Group). Known for quickly diagnosing bottlenecks and implementing lightweight systems (e.g., Airtable recruiting dashboard with 150 applicants; monthly vendor accrual process bridging engineering, vendors, and FP&A) to improve executive visibility and operational throughput.”

“Cross-functional digital transformation and operations leader with experience at Brookfield and Celonis, building centralized roadmaps and executive dashboards to align priorities across Finance/Accounting/Operations/Portfolio Management. Implemented FP&A reporting automation and sales compensation/performance reporting (Anaplan, Monday.com), and established strong PII governance via access approvals and monitoring.”