❖ Katy Doan - an experienced CFO/Controller in Texas-USA (US Citizen): I am happy to offer a good service with good deal. Top-rated plus (Top 3% of Talent Freelancers) - an elite independent professional who consistently performs well on large contracts at the highest level, standing out by delivering premium quality on high-budget & longer-term jobs. 🎉 Awards: 2025: “100 Women To Know in America” (JP Morgan Chase); 2024: “Female Executive of the Year” Stevie Award; Business Elite - 40 under 40; Global Recognition; 2023 Rising Star - Women in Fintech Powerlist; 2020 “Female Manager of the Year” - Stevie Award - the World’s Premier Honor; Lollipop award from City of Baytown for completing FY21 Capital Improvement Annual Budget; Best ExcelCEO; Women’s Scholarship Award for CFA program; Fulbright scholarship… QUALIFICATION SUMMARY ▪ The Strategy program & Master of Finance (Harvard University); The Emerging CFO program (Stanford University); Paralegal Certificate (UCLA); Executive MBA (Rice University); A Doctor of Leadership, Master of Accounting (University of St. Thomas - Houston, Texas); MBA (Columbia Southern University); an CBP (Certified Bitcoin Professional), CPA (2 levels) and more than 20 years of experience (finance, investment, auditing, marketing, business, HR, payroll) in both public accounting & corporate accounting environment ▪ Knowledgeable in GAAP, IFRS, GAAS, IRS Code, SEC Regulations... ▪ Professional hands-on experiences in general accounting, cost accounting, auditing, tax, internal control, cash flow forecasting, financial planning & reporting, inventory control, process development… ▪ Quickbooks ProAdvisor Certificate, Odoo Certificate, D365 Microsoft Dynamics Certificate Experience with: SAP, Sage, D365, Quickbooks, Xero, Odoo, ERP Oracle, Zoho, NetSuite, Turbo Tax, Microsoft Office, Smartsheet, Bill.com, Expensify, Tsheet, ADP, Gusto... ▪ Fluent spoken & written English, Vietnamese; average French, Spanish Some Freelance Projects: 1/ Jan 15-present: investment consultant for bitcoin (BTC), ETH, cryptocurrency… reconciliation, data cleanup, analysis, realized/unrealized gain/loss, P&L, Balance sheet, -IT Company, Marketing Company, Investors, Contractors 2/ Jan 14-present: Global CFO/COO/CPA Advisory/Controller/Tax Filing (All states)/Financial Model/ Break even analysis/ Budget/ Forecast/ Cash Flow/ Business Consultant & Analyst/Business planner: Car wash, EV Charging, Start-up, Oil & Gas, E-commerce, IT Company, Non-profit Organization, Dallas Church, Labs, Construction, Hotels & Restaurants, Real Estate, Medical clinics/hospitals 3/ Jan 15-Present: Financial Management/CFO: Start-up Fundraising: Preliminary research of potential investors, Pitch deck review, Due Diligence, Funding documents (SAFE & Convertible Notes, PPM, Business plan) 4/ Jan 15: Monthly bookkeeping, payroll, finance, business consultant...Company, QB set up, migration & Quarterly Filings/Tax advisory/Stock Advisory for: Transport Co., E-commerce, Manufacturing Co. 5/ Dec 20: Frozen Food Industry: Initial Cleanup & Audit support & Monthly support & Strategy: from Quickbooks Desktop to Odoo as a Controller/CPA Advisor - Historical cleanup of books from January 2020 to present and restructure of Odoo platform to provide accurate/timely insights - Invoices, AP, AR, Chart of Accounts, Inventory... - Financial Statements: P&L, Income Statement, Balance Sheet, Cash Flow. - restructure into divisional management and reporting; advise on EoM close process (inventory reports, profitability per division, KPI tracking, basic financial statements, etc. - minimize tax liabilities throughout the year - leverage all Odoo automation and plug-in feature - manage all B&D revenue, expenses, AR/AP, payroll, inventory, and monthly reporting - establishing an accurate chart of accounts; properly categorize and reconcile books each month Others: 1/ Jan 18-Present: Controller/CPA Advisor: Healthcare Non-profit Industry - Preparing and publishing timely monthly financial statements. Managing all accounting operations including Billing, A/R, A/P, GL and Counsel, Cost Accounting, Inventory Accounting and Revenue Recognition. Supporting month-end and year-end close process. Planning, directing and coordinating all accounting operational functions - Managing the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results. Maximizing return on financial assets by establishing financial policies, procedures, controls, and reporting systems. Maximizing return and limiting risk on cash by minimizing bank balances and making investments 2/ Jan 16-Present: Senior Advisor: Odoo software migration/monthly bookkeeping/financial services…

🏆 Top 1% Fractional CMO/CRO operating at board and C-suite altitude. ARR Impact $500M to $1.8B | 3,000+ Campaigns | $15M+/mo Ad Spend 🌎 MBA and ESADE Executive Master in Finance. 15+ years of global revenue leadership across PE/VC-backed and growth-stage companies. Most organizations I engage with have the same structural problem: campaigns are running, leads are flowing, and the pipeline is still flat. The issue is never top-of-funnel. It's the misalignment between marketing's definition of a qualified lead and sales' reality at the close, compounded by a CRM that reflects activity rather than truth, and a reporting layer that gives leadership false confidence in numbers nobody operationally trusts. I come in at the revenue engineering level, aligning demand generation through closed-won into a single operating model, establishing clear handoff accountability, and building the measurement infrastructure that connects spend to revenue outcome. The result is a pipeline that reflects commercial reality and a growth motion that can actually be scaled. My clients have seen CAC drop from $521 to $12, peak ROAS of 74.67x, and conversion lifts above 115%. Across 15+ years and $500M to $1.8B in aggregate ARR impact, I've led RevOps builds, GTM launches, and demand generation programs across PE/VC-backed and growth-stage SaaS and B2B companies. I operate at board and C-suite altitude. Most engagements begin with a Revenue Engineering Sprint and retain from there. 🌟🌟🌟🌟🌟 “Roger operates at a true CMO/CRO level. Clear thinking, fast diagnosis, and immediate revenue clarity. He rebuilt our GTM strategy and RevOps in weeks, not months.” 🌟🌟🌟🌟🌟 “Sharp. Senior. Strategic. Roger is the kind of partner founders and CEOs rarely find. He brought structure, focus, and commercial rigor that shifted our entire revenue trajectory.” 🏭 INDUSTRIES SERVED Technology and SaaS, Financial Services and Fintech, Healthcare and HealthTech, Consumer Goods and CPG, B2B Services and Consulting, PE/VC Capital Portfolios, D2C Ecommerce 🎯 WHAT I DELIVER 1. Revenue System Audit and Build - Diagnose exactly where your pipeline is leaking, where marketing and sales are misaligned, and what the fix costs in time and resources. Then build the system that solves it, from strategy through execution. 2. CRM, RevOps & AI Automation - Clean data, tight handoffs, and predictable pipeline through RevOps Quantum. HubSpot and Salesforce architecture, AI-powered automation, and GTM operations that give your leadership team a single source of revenue truth. 3. Fractional CMO - Embedded C-suite marketing leadership across brand strategy, positioning, go-to-market strategy, PPC and paid advertising, demand generation, marketing operations, team leadership, budget management, and board reporting. 4. Fractional CRO - Pipeline acceleration, business development, sales-marketing alignment, Revenue Operations (RevOps), sales process optimization, forecasting, win rate improvement, and revenue growth. ⚙️ CORE TECHNOLOGY STACK CRM & RevOps: HubSpot (Certified) · Salesforce · Attio · Microsoft Dynamics Performance Media: Google Ads (Certified) · Meta · LinkedIn · YouTube · Microsoft Ads Programmatic: The Trade Desk · DV360 · Xandr · Amazon DSP Analytics & BI: GA4 · Looker · Tableau · Power BI · Mixpanel · Amplitude · Heap · PostHog ABM & Intent: 6sense · Demandbase · Bombora Revenue Intelligence: Gong · Clari · Outreach · Salesloft Automation: Zapier · Make · N8N · Marketo · Klaviyo (Partner) Data & Enrichment: Clay · Apollo · ZoomInfo · Segment · Clearbit AI & AEO: ChatGPT · Claude · Jasper · Perplexity Modeling: Python · R · SQL - LTV, CAC, churn prediction, segmentation 🚀 HOW ENGAGEMENTS WORK • Most start with a Revenue Engineering Sprint (30 to 60 days): diagnose, blueprint, sequence the phase shift. Majority retain to execute. • From there, clients typically retain on Fractional CMO or CRO - ongoing embedded leadership • Standalone RevOps and CRM Build-Outs available for HubSpot, Salesforce, automation, and pipeline hygiene • PE Portfolio engagements structured separately - operator-level oversight across holdings 📩 NEXT MOVE Most engagements begin with a paid Revenue Engineering Sprint (30 to 60 days): diagnose the leak, blueprint the fix, sequence the build. Stands alone or leads into embedded Fractional CMO or CRO work. Message me and we'll establish fit. Roger M. | Fractional CMO/CRO · Founder, RevOps Quantum and Belegaer Capital [Keywords: HubSpot, HubSpot Implementation, CRM Migration, Salesforce Administrator, RevOps, Revenue Operations, Marketing Automation, AI Automation, Chief Marketing Officer, Chief Revenue Officer, GTM Consultant, B2B Growth Consultant, SaaS Marketing Consultant, Pipeline Management, Account-Based Marketing, Marketing Attribution, LTV CAC Optimization, MQL to SQL Conversion]

Top 0.1% - Financial Modeling, Investor Pitch Deck, Valuation, Capital Raise & Investment Analysis for Startups, SMBs & Investors - backed by STANFORD MBA and BIG 4 expertise. 🏆 $2B+ across fundraising and M&A transactions 🏆 500+ startups, businesses, and investors served 🏆 #1 Ranked on Upwork in PE/VC | Forbes, Bloomberg Featured 🏆 12+ years of experience in IB & VC | 100% Job Success FOR STARTUPS / SMEs: ✅ Financial Modeling, Projections (Pro Forma) ✅ Investor Pitch Deck, Presentation, Business Plan, Teaser (sell-side) ✅ Business Valuation, Cap Table, Offering Memorandum, Term Sheet ✅ Investor Sourcing, Outreach, Fundraising Campaign Management ✅ Fractional CFO, Financial Analysis (FP&A), Forecasting FOR INVESTORS / FUNDS / ACQUIRERS: ✅ M&A, LBO, Equity Valuation & Investment Memo Support ✅ Institutional-Grade Investment Analysis & Due Diligence ✅ Buy-Side Financial Modeling & Financial Forecasting ✅ Investment-Grade Market Research & Equity Research ✅ Data Room, Investor Deck & CIM Review 💎 CLIENT FEEDBACK (100% 5-stars, 400/400 clients): “After more than a year of speaking with M&A advisers, financial analysts, and private equity experts, George stood apart by a mile.” — AI SaaS CEO | raised $35M Series B “True expert financial modeler! He brought real clarity to our financial analysis, investor presentations, and other investor materials. Highly recommended!” — FinTech Founder | raised $11.2M Series A round “George did an excellent job. He was thoughtful and easy to work with. If you need venture capital consulting or startup advisory services, I highly recommend him.” — VC Investor | $10B AUM RECENT PROJECTS: Startup Financial Models (Microsoft Excel Model, Google Sheets Model, Investment Fund Model, Startup Funding Financial Model development, Real Estate Financial Modeling, and pro forma statements); Investor Pitch Decks, PowerPoint (PPT) Investor Pitch Deck design; Company Valuation, M&A; CIMs, OMs; PitchBook Investor Research; Investor-Grade Financial Analysis and Valuation (DCF, comps...), Investor deck preparation; Commercial Real Estate Financial Analysis; Private Equity Fund Pitch Deck (LP/GP), Feasibility Study. Financial modelling (Excel/Google Sheets), dashboards, Financial Analyst service & Investor Pitch Deck preparation for M&A. Capital raise, acquisition, diligence, investor presentation prep projects. ABOUT ME: I work with founders and investors on the materials and analysis that matter: a financial model investors can trust, an investor pitch deck that tells the fundraise story clearly, a business plan grounded in real assumptions, and valuation work that withstands due diligence. My background combines VC and investment banking (deep financial modelling experience - Google Sheets and Excel models). For startups, a typical engagement starts with a financial modeller work and expands into pro forma building for scenario planning, cash flow planning, financial forecasting, and financial projections. From there, the work often extends into an investor pitch deck creation (Powerpoint (PPT) investor presentation), business plan development, market research, CIM, teaser, and fundraising execution. I also provide support around financial planning, reporting, and investor readiness. For investors and acquirers, the work is more analytical: investment analysis, financial analysis, buy-side financial modeling, financial model review, LBO analysis, equity research, deal valuation, and transaction support before capital is committed. I am often brought in to review a startup financial model, pressure-test assumptions, refine an investment memo, or evaluate whether the numbers in a pitch deck, business plan, or data room hold up under scrutiny. The common thread is the same: financial analyst help - financial modeling, clear business plans, and financial analysis that supports better decisions. That can mean a SaaS financial model for a seed round, real estate financial modeling for a development / acquisition, a FinTech investor pitch deck for fundraising, or company valuation. I have worked across Tech, FinTech, AI, real estate, healthcare, e-commerce, renewable energy, manufacturing, and financial services. Clients usually reach out when they need a financial modeler for a startup financial model, a pitch deck expert for an investor presentation, or support with valuation and fundraising materials before a fundraising or acquisition decision. The financial model, investor pitch deck, business plan, and valuation should support the same decision in fundraising and investor meetings. INDUSTRIES: • FinTech / SaaS • Artificial Intelligence (AI) / Machine Learning (ML) • Blockchain / Crypto • Cybersecurity • Oil and Gas / Renewable Energy / Solar • E-Commerce • Healthcare / Biotech • Real Estate (Residential, Commercial), PropTech • CPG / Manufacturing • EdTech • Transportation / EV / Automotive • Financial Services • Hospitality / Tourism • Agriculture / AgTech

➡️ Please note - I have a high record of success because I only take projects I believe in that are positioned for success. I've been in your shoes on the other side, I'm a serial entrepreneur, and community builder based in Seattle, with over 10+ years of experience in Business, Search Engine Optimization, and Marketing. I specialize in helping businesses stand out, leveraging my deep understanding of SEO, PPC, AI Marketing, and Meta Marketing.⬅️ ⏩ Leveraging my extensive experience, I drive high-performing digital marketing campaigns for businesses through tailored solutions. I not only build custom-made websites and set up and optimize PPC campaigns, but I also employ bespoke strategies and digital marketing solutions that suit your business needs. ⏩ My goal isn't just to get you on the first page of Google; it's to boost your online visibility, drive targeted traffic, and ultimately increase your project inquiries and revenue. ⏩ I can help rank your business on the 1st page of Google, driving more awareness, traffic, and sales your way. ⏩ One of our clients experienced a 471% increase in website traffic and a 502% increase in new users in under seven months, leading to $1 million increase in revenue. ⏩ My team and I are dedicated to building organic and sustainable growth for professionals and entrepreneurs worldwide. ⏩To work with us, reach out by sending a message or an invite on Upwork. I'd love to help grow your business today! Conferences , Partnerships and Associations: ☑️Official Preferred Marketing Vendor for WANP (Washington Association of Naturopathic Physicians) ☑️Official Preferred Marketing Vendor for Saorsa (Medical Device company focused on Wart Treatment) ☑️In 2022, I became an alumni of the prestigious Goldman Sachs 10,000 Small Businesses program. ☑️In 2023, I spoke at the Pure Maintenance annual convention and will be speaking at the 2024 "The Experience" event, the top conference for the Restoration industry.

Strategic Executive Assistant Helping CEOs & Startups Scale Efficiently Are you overwhelmed with operations, team coordination, customer communication, scheduling, and daily business management instead of focusing on growth and revenue? I help CEOs, founders, agencies, SaaS startups, and growing businesses streamline operations, organize workflows, improve communication, and build systems that save time and increase productivity. With 9+ years of professional experience, I specialize in Executive Assistance, Operations Management, CRM Systems, Project Coordination, Customer Support, Workflow Optimization, and Business Operations Support. I do more than complete tasks. I help businesses operate efficiently, stay organized, and scale with structure. 👨‍💼 Executive Support & Business Operations I provide high-level executive support designed to reduce workload, improve organization, and keep operations running smoothly. Services Include: ✅ Executive calendar management ✅ Inbox and email management ✅ Meeting scheduling and follow-ups ✅ Travel planning and coordination ✅ Team communication and coordination ✅ SOP development and documentation ✅ Reporting and research ✅ Administrative support ✅ Business operations management I help executives focus on leadership, strategy, and business growth while I manage the operational side efficiently. ⚙️ Operations Management & Workflow Optimization Efficient systems create scalable businesses. I help businesses improve workflows, organize processes, and maintain operational structure. Expertise Includes: ✅ Workflow optimization ✅ Project coordination ✅ Team management support ✅ Task delegation systems ✅ KPI tracking and reporting ✅ Process improvement ✅ Operations support ✅ Internal documentation systems ✅ Accountability tracking I focus on building systems that improve productivity, efficiency, and team performance. 📊 CRM Management & Business Systems I have hands-on experience managing CRM platforms and operational tools that improve organization and client management. CRM & Business Tools: ✅ HubSpot ✅ GoHighLevel ✅ Zoho CRM ✅ Salesforce ✅ ClickUp ✅ Monday ✅ Notion ✅ Trello ✅ Asana ✅ Slack ✅ Google Workspace ✅ Microsoft Office CRM Support Includes: ✅ Pipeline management ✅ Lead tracking ✅ Client onboarding systems ✅ Workflow automations ✅ Email and SMS automations ✅ CRM organization and optimization I help businesses maintain organized systems, improve communication, and streamline operations. 💬 Customer Support & Client Communication Strong customer support improves client retention and business reputation. Customer Support Experience Includes: ✅ Email support ✅ Chat support ✅ Customer communication ✅ Ticket management ✅ Client follow-ups ✅ Customer success support ✅ CRM updates and organization ✅ Order and inquiry management I focus on professional communication, responsiveness, and the delivery of positive client experiences. 🌐 Additional Business Support ✅ Research and data entry ✅ WordPress updates ✅ Canva support ✅ Social media scheduling ✅ Reporting and documentation ✅ Google Workspace administration ✅ Administrative coordination 🏆 Why Clients Work With Me ✔ 9+ years of professional experience ✔ Executive-level support mindset ✔ Reliable, proactive, and detail-oriented ✔ Strong communication and organizational skills ✔ Experienced with startups, agencies, and remote teams ✔ Independent problem solver ✔ Fast learner and adaptable ✔ Process-driven and highly organized I help businesses improve operations, streamline workflows, and create organized systems that support long-term growth. 🌍 Industries I Support ✅ SaaS Startups ✅ Marketing Agencies ✅ E-commerce Businesses ✅ Coaches and Consultants ✅ Service-Based Businesses ✅ Real Estate Companies ✅ Remote Teams ✅ Growing Startups 📩 Let’s Work Together If you need a reliable Executive Assistant and Operations Specialist to streamline operations, improve workflows, manage customer communications, and support business growth, I’m ready to help. Send me a message and let’s discuss how I can support your business professionally and efficiently.

✅ EXPERIENCE AND CAPABILITIES ✅
 ✅ Personally account for $50,000,000+ in revenue for clients 
✅ Work with projects in Series B, Series A, Seed, Pre-Seed and Angel investment rounds 
✅ 10+ years of digital marketing, project management, consulting, branding and beyond 
✅ Rich experience in branding, marketing/advertising, software dev, fintech, e-commerce, consumer product goods, luxury brands, entertainment and more 
✅ Collaborated with world-renowned A-List and Internet Celebrities 
✅ Managed and produced several dozen viral internet branding campaigns 
✅ Experience managing $250,000+ month advertising budgets online and offline 
✅ Venture capital and fundraising experience with strategy, knowledge, execution and more Full service digital marketing experience with a specialty in implementing creative business solutions. Solving complex problems with innovative solutions is the way I look at every project I work on. There is no "one size fits all" for online success. Taking an outside the box approach to every campaign is an absolute must to succeed heading into 2025. Have an idea? Need assistance with your projects? Let's chat!

I partner with founders to fix inconsistent revenue through strategic Google and Meta ads, sales funnel optimization, and full go-to-market systems. With 20+ years as a CMO/CSO and two successful exits, I quickly identify leaks, rebuild processes, and deliver measurable growth in 60–90 day engagements. Based in Silicon Valley, I bring 20+ years of hands-on sales and marketing leadership as a strategist. I've generated over $400M in combined client revenue, and doubled revenues for multiple organizations across SaaS, healthcare, enterprise tech, ecommerce, and services. I quickly audit campaigns and funnels, identify hidden leaks, and rebuild them for faster growth. Typical high-impact work includes: Strategic sales funnel audits and complete rebuilds Lead generation systems and consistent inbound pipelines Revenue process optimization, CRM automations, and customer journey design Sales and marketing team hiring, training, and coaching frameworks Investment collateral, pitch decks, and support for raising capital Campaign optimization (Google Ads, Meta, email, and more) AI implementation for speed and faster conversions I prefer focused 60–90 day engagements where we deliver measurable results quickly and hand off optimized, running systems so you can focus on leading the business. Recent Client Results: “Chris played a pivotal role in making our business go from $6000 in sales to $140,000… He is an industry leader who only has solutions.” (5.0) “Implementing just some of his advice helped our company roughly 2x revenue numbers within 3 months… Chris is your secret weapon.” (5.0) “Chris exceeded our expectations… highly recommend for any organization looking to optimize their sales processes.” (5.0) Tools & Platforms: HubSpot, Salesforce, Zoho CRM, Pipedrive, ActiveCampaign, GoHighLevel, Microsoft Dynamics 365, Google Ads, Google Analytics 4, Google Tag Manager, Microsoft Ads, Meta Ads Manager, LinkedIn Campaign Manager, Apollo, ZoomInfo, Woodpecker, Instantly, Smartlead, Expandi, LinkedIn Sales Navigator, CallRail, Mailchimp, Klaviyo, SEMrush, Ahrefs, Hotjar, Mouseflow, Shopify, WooCommerce, WordPress, Webflow, Zapier, Make, ChatGPT, Claude, Gemini, Perplexity, CRM Automation, Marketing Automation, Revenue Operations, SEO, PPC, Lead Generation, Customer Acquisition, and Conversion Optimization. Recognitions & Results: Top-Rated on Upwork (Top 3%) CMS/HIPAA Certified Clinical Operator Author of 21st Century Sales: Fast Forward (available on Amazon & Google Books) Former CMO/CSO for 2 public companies (both doubled revenues under my leadership) Featured guest on The B2B Growth Show Creator of proven sales & marketing frameworks including “Speed to Lead,” “The R.I.G.H.T Method,” “10 Point Touch,” and “The Compassionate Sales Method” Personally hired, trained, and coached thousands of BDRs, marketing reps, and C-level executives across multiple industries More than doubled revenues for 6 organizations 3 companies that I created sales and marketing processes for were acquired by private equity If you're serious about scaling smarter and faster, drop me a message with a quick note about your current revenue challenges. Let's see if we're a good fit.

SUMMARY Overview: As a marketing leader, I have a track record of growing and defending annual revenue up to and beyond $100M using 80% less budget and 90% fewer staff than the competition. As a business consultant and client company-builder, I’ve helped startups avoid mistakes that would have cost them years to repair, I’ve assembled teams from my network, shaving months to years off timelines, I’ve grown corporate value by $20M, I’ve supported strategic decisions to achieve 10x growth, and I’ve transformed pitches into effective fundraising tools. Below are more details about my work. Marketing leader: Described by my clients as a rare find on Upwork -- a valuable combination of top talent with startup affordability. Executive with deep functional knowledge and business acumen who consistently delivers results on time and on budget even under challenging circumstances. Experience creating new markets for disruptive and regulated products. Strategic thinker with big-picture vision to propel business forward as well as leadership and organizational skills to plan market entry and growth effectively and ensure successful execution. Fast learner skilled at team building, influencing without authority, problem-solving, facilitating collaboration, and communicating. Driven to transform healthcare. Healthcare company-builder: Self-starter executive with strategic vision, leadership, comfort with ambiguity, communication skills, and process-orientation to turn scientific assets into higher-valued, operationally-disciplined, financing-ready biotech companies. Built corporate infrastructure from zero, assembled teams and contracts, transitioned data, and accelerated timelines. As Chief of staff, coordinated-goal setting across 5 business units and 16 functions for $2B division of large, matrixed organization and drove portfolio-level visibility for strategic projects. Implemented senior leadership team governance, drove decision-making clarity, and tracked execution against obligations and milestones. From pre-clinical to preparation for commercial launch, aligned over $100M+ in investment timing with value-inflection milestones. At smaller companies, established program management frameworks, including integrated dashboards for milestone, timeline, budget, and risk visibility. Oversaw IP protection, regulatory strategy and target product profile development, and stability and pK/tox study design. Structured external contracts and internal projects, shepherding both through adversity to over-deliver. Spotlight Accomplishments: * Successfully drove and defended annual revenue up to and beyond $100M using 80% less budget and 90% less staff than the closest competitor, securing the top 3 position by market share in the target segment. * Aligned key priorities for next fiscal year across 5 business units and 16 functions to better support division strategy. * Improved core value survey responses to "smart risk-taking" metric in Japan region by 46% with "Thriving Culture" program. * Successfully launched more than 15 products, including world's smallest heart pump and oncology clinical trial design software. * Won national award for sophisticated financial model. * Secured startup funding for new venture. Experienced marketing professional: * Research: Focus groups, in-depth interviews, surveys, secondary research and analysis * Strategy: Market assessment and selection, segmentation, targeting, positioning, pricing, promotion, go-to-market planning * Tactics: Thought leadership, awareness, consideration, demand generation, lead generation, sales enablement, funnel acceleration, customer retention Insightful management consultant: * Market sizing and attractiveness assessment * Team design, assembly, and leadership * Goal and KPI design * Portfolio optimization Business Development and Fundraising Support: informing strategy and operational design to optimize fundraising and partnering success then documenting this with: * Business plans * Pitch decks * Go-to-market plans * Financial models and use of funds * Organizational design * Licensing decks Designing and executing prospective partner outreach and meeting arrangement

I help founders and executives focus on the big picture, while I own the operations and keep everything running behind the scenes. With 12+ years running back-office functions for global organizations including P&G, Microsoft, Johnson & Johnson, Airbnb, and Indeed, I bring Fortune 500 discipline to growing businesses. As your Fractional COO / Chief of Staff, I handle: 1. Building systems & SOPs that scale 2. Project & program coordination end-to-end 3. Team management and cross-functional alignment 4. Stakeholder communication and executive support I've helped clients reduce operational bottlenecks, build lean scalable systems, and free up executive time so leadership can focus on growth. My clients don't just get tasks done, they get someone who spots the gaps, fixes the process, and makes sure nothing falls through the cracks. If you're scaling and need operations handled properly, let's talk.

Most operations problems aren't tech problems. They're decision problems with tech symptoms. I'm Milton. I spent 15 years inside fast-growing operations in LatAm — most recently as COO of a fintech scaling from 20 to 60 people, and before that across consulting, recruiting, and clinical trial operations. Today I work independently with a small number of clients on the kind of problems that fall between the CEO's strategy and the team's day-to-day execution. My past clients include MercadoLibre, Block, and KPMG, where I worked on operational and digital transformation projects across LatAm. THE PATTERN I USUALLY SOLVE Revenue keeps climbing, but data lives in 8 places, processes break weekly, and the team is one resignation away from chaos. You don't need another deck. You need someone who diagnoses the real bottleneck, prioritizes ruthlessly, and builds the fix — fast. HOW I WORK Diagnosis in 2 weeks, not 2 months. Then I design and build the fix — usually a combination of process redesign, automation layer (Apps Script, Power Automate, Python, AI agents), and dashboards your team will actually use. I leave you with a system that runs without me. RECENT WORK - Built a recruitment forecasting and campaign tracking system for a clinical trials operator across 6 LatAm countries — replaced 3 disconnected spreadsheets and reduced weekly reporting from 5 days to 4 hours. - Designed and deployed a variable compensation framework for a 40-person operations team across LatAm — modeled in Excel, deployed via Google Sheets dashboards, adopted by senior leadership in 3 weeks. - Implemented a CRM migration and document infrastructure overhaul for an investment fund — DealCloud setup, Microsoft 365 + Teams + SharePoint provisioning, 67GB historical data migration, completed in 6 weeks. MY STACK Google Workspace: Apps Script, Sheets, Docs, Drive, Looker Studio Microsoft 365: Excel, Power Automate, SharePoint, Teams, Graph API, Power BI Automation & AI: Python, n8n, Claude API, GPT API, AI agent orchestration CRM & Ops: DealCloud, Notion, Airtable, Monday Data: BigQuery, SQL HOW ENGAGEMENTS WORK I take 2–3 clients at a time, on monthly retainer (USD 6–12k/month) or scoped fixed-fee projects (USD 8–30k). I don't do hourly work below USD 3k or one-off scripts — there are great freelancers for that, and I'm not one of them. Best fit: founder or operations lead of a scale-up (USD 3–30M revenue) who needs senior operational thinking + execution capacity, without committing to a full-time hire. Not a fit: quick formulas, single-script jobs, or projects without a real operational owner on your side. First call is 30 minutes, free. We figure out if it's a fit. If not, I'll point you to someone who is.