Fractional CIO & Enterprise Business Technology & AI Advisor | Audit-Ready AI, 25 Years in the Chair
Overview:
I help mid-market and enterprise leaders turn technology driven business transformation (assisted with AI when sensible) AI from a budget risk into a measurable result. Most AI and business transformation projects stall because nobody at the table has both built the systems and owned the budget. I have done both.
For 25 years I led technology in manufacturing, aerospace, defense, and healthcare, including CIO roles at Radius Recycling and Builders FirstSource. Today I advise on enterprise business transformation and also served as a Chief Strategy Officer at an AI orchestration platform startup. I know what survives an audit, what a board will approve, and what quietly burns cash.
What I deliver:
- AI readiness and governance audits that hold up under real scrutiny
- Automation and AI workflows tied to a named operating cost, not a demo
- Fractional AI and IT strategy for companies too small for a full-time CIO
I build the tools myself, so you get one person who writes the strategy and ships the thing. No handoff, no translation layer between the plan and the people who execute it.
Send me the problem and the number you are trying to move. I will tell you straight whether I can help.
What is the one number you most need technology or AI to move this quarter?
IT Project Management
IT Consultation
ITIL
Business Process Automation
Process Improvement
AI Builder
n8n
Prompt Engineering
Risk Management
HighLevel
AI Consulting
AI Compliance
OpenX
Claude
Management Consulting
Mabel K.
Vancouver, Canada
$75/hr
5.0
4 jobs
Most businesses don't have a numbers problem, they have a decision problem. The data exists, but leadership cannot always trust it enough to act on it. I help fix that.
I specialize in DTC, ecommerce, CPG, retail and founder-led businesses where financial data is fragmented across Shopify, Amazon, Faire, Stripe, PayPal, PayArc, Funnelish, Wise, Mercury, Airwallex, QBO and Xero. My work starts with controller-level cleanup: making the numbers reliable, then building the reporting system that turns them into decisions.
Recent work includes rebuilding the financial reporting layer for an eight-figure multi-channel DTC health brand, reconciling revenue across payment processors and banks, correcting channel mapping issues, resolving prior-period entries affecting current-period reporting, and establishing a cleaner monthly close cadence with founder-facing reporting.
I also built a channel P&L and retail ramp model for a CPG brand expanding into retail covering DTC, retail, wholesale and hospitality, with SKU-level COGS, unit economics, store-ramp economics, and KPI reporting connecting marketing spend to margin outcomes.
Recent projects:
◆ Multi-channel DTC health brand
Reconciled Shopify, Amazon, payment processor and bank activity into a cleaner monthly reporting process. Corrected channel mapping issues in QBO, resolved prior-period entries affecting current-period results, improved the monthly close/reporting cadence. and built founder facing P&L/KPI reporting with source-confidence notes.
◆ CPG brand expanding into retail
Served as the financial thought partner to the founder on channel strategy and growth decisions. Built a commercial decision model covering DTC, retail, wholesale and hospitality, including SKU-level COGS, channel contribution margin, retail ramp modelling, store velocity assumptions, and distributor/retailer economics. Delivered scenario analysis supporting pricing, channel prioritization, and retail expansion sequencing. KPI reporting framework built for ongoing leadership planning.
◆ International luxury services brand
Built management reporting structure, monthly close process and financial visibility framework in Xero. Engagement included multi-currency reconciliation and FX treatment across international client transactions.
◆ Multi-year ERP data analysis
Identified approximately $500K of cost-saving opportunities across vendors, staffing and operational inefficiencies, delivered as an actionable recommendations report for leadership.
Background: Kellogg School of Management MBA | U.S. CPA Candidate | 13+ years Finance, Operations & Systems | Former Director with $18M P&L responsibility.
Core Services:
• Fractional CFO & Financial Controller support for DTC, CPG, retail and founder-led businesses
• Multi-channel P&L by channel, market and SKU - gross margin, contribution margin, COGS and landed cost
• Strategic financial modeling for channel expansion, pricing scenarios, retail rollout, GTM planning and fundraising decisions
• 13-week cash flow forecasting, cash runway management and founder reporting
• Shopify, Amazon, Stripe, PayPal reconciliation with QuickBooks Online / Xero cleanup and reporting
• DTC KPI reporting:- MER, ROAS, CAC, LTV, AOV, return rate, Meta, Google and Triple Whale
Financial Planning
Analytical Presentation
Accounting
Management Consulting
Budgeting & Forecasting Software
Financial Variance Analysis
Financial Modeling
Financial Consulting
Business Valuation
Financial Analysis & Valuation
SaaS
Startup Consulting
Financial Analysis
Financial Accounting
Decision Making
Decision Support System
Point of Sale & Payment Systems
Roger P.
Seattle, Washington
$45/hr
5.0
3 jobs
HELLO!!! My name is Roger, and I help CEOs, founders, and executive teams build disciplined, scalable, and compliant organizations. I specialize in HR governance, operations stabilization, workforce strategy, organizational design, project execution, and remote online notarization. I support companies that need structure, clarity, and stronger internal controls, and I deliver systems that reduce risk, improve accountability, and create predictable outcomes.
I bring more than 20 years of experience across multi‑state, multi‑entity, and international environments, including the US, UK, EU, India, and the Caribbean. My background includes senior HR leadership, enterprise operations, compliance governance, strategy execution, and cross‑functional project management. I have served as Executive Vice President, Chief Strategy Officer, Fractional CHRO, and Senior HR Consultant, supporting organizations through periods of growth, transition, and operational complexity.
I build operating models that integrate people systems, HR governance, payroll accuracy, benefits compliance, IT modernization, facilities readiness, and executive alignment. My work strengthens internal controls, improves documentation standards, and creates the execution discipline organizations need to scale. I support leaders who want structured systems, clear expectations, and reliable follow‑through.
**HR & Operations Expertise**
I provide senior‑level support across:
HR Governance & Compliance
Workforce Planning & Organizational Design
HRIS Administration & Data Accuracy
Payroll Stabilization & Benefits Compliance
Employee Relations & Sensitive Workplace Situations
Performance Management Systems
Compensation Strategy & Job Architecture
SOP Development & Operational Controls
Manager Training & Leadership Development
Cross‑Functional Project Management
Executive Strategy Execution & Founder Alignment
HR Department of One Buildout
Multi‑state HR compliance
I create structure where teams need clarity, and I build systems that help leaders operate with confidence.
**HR Content Development & Toolkits**
I develop professional HR toolkits, manager guides, SOPs, policies, and training materials. My work includes:
Manager communication guidance
Hiring and interview compliance
Performance review systems
Compensation and merit criteria
Employee relations frameworks
Sensitive situation protocols
Termination best practices
Accommodation and mandatory reporting guidance
Multi‑state compliance notes
HR Department of One playbooks
Leadership development content
My content is practical, plain‑language, compliant, and ready for branding.
***Fractional Project Management & Operations Leadership****
I support organizations that need structured project leadership. I build:
Project plans
Milestones
Accountability matrices
Risk assessments
Communication plans
Cross‑functional coordination
Vendor management
Scope control
Change management documentation
I help teams stay aligned, organized, and on schedule.
**Credentials**
SHRM‑SCP/SPHR
Executive Master in HR – Cornell
MS in HR – Excelsior
MBA – Johns Hopkins
Google Project Management Certificate
Google Data Analytics Certificate
Payroll, Compensation, and Change Management Certifications
**What Clients Can Expect**
Clear communication
Professional documentation
Strong compliance alignment
Practical, manager‑friendly guidance
Executive‑level judgment
Structured systems
Reliable follow‑through
High‑quality deliverables
Multi‑state accuracy
Confidentiality and professionalism
I support organizations that need a senior HR partner, an operations stabilizer, a project leader, or a remote notary they can trust.
If you need HR governance, operations structure, project execution, or remote notarization, I’m here to support you.
Compensation & Benefits
Human Resources Strategy
Human Resources Consulting
Compensation Report
Total Compensation Structuring
Salary & Benefits Benchmarking
Salary Survey
Job Evaluation
Job Description
Organizational Plan
Organizational Design & Effectiveness
Organizational Development
HR Policy
Succession Planning
Policy Development
Change Management
HR & Business Services
Process Improvement
Employee Onboarding
People Management
Kelly C.
Puyallup, Washington
$90/hr
5.0
1 jobs
I drive product marketing excellence for B2B software, data, and research organizations, with over 15 years of experience in developing and executing successful go-to-market strategies. My expertise lies in transforming high-growth SaaS companies and revitalizing business units by defining positioning, segmentation, pricing, and commercialization that lead to measurable revenue growth. Recently, I led product marketing for a $12M research business, successfully returning it to growth while enhancing ecosystem distribution and forging AI-driven partnerships. I specialize in integrated product launches, sales enablement, and creating impactful messaging that resonates with target audiences. If you need a results-oriented product marketing leader to elevate your business, I am ready to help you achieve your goals.
Marketing
Strategy
Product Marketing
Sales Enablement
Messaging System
Messaging Framework
Pricing Strategy Consulting
Competitive Intelligence
B2B Marketing
TAM Analysis
Persona Development
Go-to-Market Strategy
Sales Strategy
Marketing Management
Sales & Marketing Collateral
Kevin L.
Thousand Oaks, California
$78/hr
5.0
97 jobs
Brand Positioning | Competitive Messaging | Product Marketing | Go-to-Market Strategy | B2B
If your B2B product or service is better than the competition but your messaging does not show it, that is exactly the problem I solve.
I help B2B solution founders, CMOs, and product marketing leads get crystal clear on what makes them different, then build the messaging, content, and strategy that turns that clarity into buyer action.
With 125+ positioning projects delivered, 47 five-star Upwork reviews, and a book on the subject (Differentiate or Diminish), I bring a proven, structured method, not guesswork.
What I do:
1. Brand Positioning & Competitive Messaging
Clarify your value proposition, map your differentiation against competitors, and build a messaging framework your sales, marketing, and product teams can actually use.
2. Product Marketing & Go-to-Market Strategy
Sharpen your ICP, build structured launch narratives, and develop GTM messaging that aligns marketing with revenue goals.
3. Website Content & Conversion Copy
Transform your homepage and product pages from vague to value-driven, copy that moves B2B buyers through the funnel.
4. Sales Enablement & Pitch Development
Pitch decks, sales collateral, and product messaging that make your offer impossible to ignore in competitive markets.
5. Market Research & Competitor Analysis
Competitor audits, whitespace mapping, and actionable insights that sharpen your positioning before you go to market.
6. Fractional CMO Leadership
Strategy, positioning, content direction, and team coaching, without the cost of a full-time hire.
What clients say:
"Clarity where we had noise."
"Kevin simplified our complicated offering into a crisp message our team actually uses."
"His messaging became the backbone of our sales materials and investor pitch."
"Faster and better than any agency we've hired."
Expert-Vetted (top 1% on Upwork) | 100% Job Success | $200K+ earned | Former VP Marketing & Fractional CMO
If you are a B2B company that needs sharper positioning, message me and let's get started.
Brand Positioning
Product Marketing
Go-to-Market Strategy
Competitive Analysis
Messaging Framework
B2B Marketing
Marketing Strategy
Sales Enablement
Brand Strategy
Content Marketing
Website Copywriting
Stuart R.
Queen Creek, Arizona
$200/hr
4.8
106 jobs
I help founder-led and scaling companies build compensation and HR systems that support growth, protect margins, and reduce risk.
With over 25 years of experience in executive search, compensation strategy, and HR advisory, I work directly with founders and leadership teams who need senior-level guidance without hiring a full-time HR executive.
I hold four senior certifications:
**Certified Compensation Professional (CCP)
**Certified Executive Compensation Professional (CECP)
**SPHR (Senior Professional in Human Resources)
**GPHR (Global Professional in Human Resources)
My work is especially valuable for companies moving from “informal and reactive” to structured and scalable.
**Compensation Strategy & Pay Architecture
**Market benchmarking and true-market analysis
**Salary band design and internal leveling
**Incentive and bonus plan development
**Executive and leadership compensation modeling
**Equity and long-term incentive guidance
**Pay equity and internal alignment reviews
I help companies answer critical questions such as:
Are we paying competitively — and sustainably? How should we structure incentives as we grow? What is a defensible compensation range for this role? How do we align pay with performance and profitability?
Fractional HR & Growth Advisory
**Multi-state compliance and wage/hour guidance
**Performance management structure
**Organizational design and role clarity
**Policy development and risk mitigation
**Hiring strategy and workforce planning
Clients typically engage me when:
**They are growing quickly and need structure
**Compensation decisions are becoming more complex
**They want senior HR guidance without adding executive overhead
**They need clarity before funding, expansion, or scaling
My approach is practical, data-driven, and business-focused. I understand that every compensation decision impacts margin, retention, and long-term sustainability.
Available for project-based work or ongoing advisory relationships.
Recruiting
Human Resource Management
LinkedIn Recruiting
Candidate Sourcing
Staff Recruitment & Management
Candidate Interviewing
Contract Negotiation
Compensation & Benefits
Executive Search
Strategy
Process Improvement
Compensation
Company Policy
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