01
Corporate Strategy
Turn ambitious objectives into clear choices, priorities, and action plans.
- Corporate & business strategy
- Growth and market expansion
- Business transformation
- Investment decision support
SENIOR MANAGEMENT CONSULTANT
Strategy. Finance.
Operations.
One integrated approach.
“I don't manage strategy, finance, and operations as separate functions. I integrate them as one system for creating sustainable business value.”
Advising founders, CEOs, investors, and leadership teams on growth, strategic finance, organizational performance, and execution.
25+Years of experience
$700K+Upwork earnings
100%Upwork Job Success
75Upwork engagements
01 / ABOUT
Senior perspective.
Hands-on impact.
I work at the intersection of corporate strategy, strategic finance, and operational leadership.
With more than 25 years of experience across finance, technology, business growth, and operations, I combine the perspective of a management consultant with the financial rigor of a fractional CFO and the execution capabilities of a fractional COO.
My work spans business planning, financial modeling, capital advisory, organizational development, operational systems, and performance improvement—connecting decisions to measurable business outcomes.
02 / EXPERTISE
Three disciplines.
One operating system.
Integrated advisory and execution for companies navigating growth, complexity, or transformation.
02
Strategic Finance
Make decisions with confidence through disciplined analysis and financial insight.
- Fractional CFO & FP&A
- Financial modeling & valuation
- Capital raising & investor reporting
- Forecasting & scenario planning
03
Operational Leadership
Build the structures, teams, and accountability needed to execute effectively.
- Fractional COO & integration
- KPIs, SOPs & operating cadence
- Organizational development
- Process and performance improvement
03 / SELECTED RESULTS
Experience backed
by execution.
A selection of engagements and outcomes across strategy, finance, and operations.
BUSINESS GROWTH & TRANSFORMATION
$75K → $1.8M
Approximate monthly revenue growth over 18 months
Supported rapid e-commerce scaling by developing teams, operating systems, SOPs, KPIs, financial controls, and analytics.
CAPITAL RAISING
$15M & $25M
Series A financing engagements
Supported fundraising through financial models, forecasts, scenario analysis, business planning, and investor reporting.
SAAS & FP&A
Complex models.
Clear decisions.
Mosaic.tech consulting engagements
Developed SaaS and hybrid financial models and reporting packages for executive teams, boards, and investors.
EXECUTIVE OPERATIONS
Trusted
integrator.
Strategy connected to execution
Led operational initiatives, aligned teams, and built the processes and accountability required for sustained performance.
Selected results reflect different client engagements and do not imply guaranteed future outcomes.
04 / CREDENTIALS & RECOGNITION
Built on experience.
Validated by clients.
PhD in FinanceRushmore
Upwork Top Rated Plus100% Job Success · $700K+ earned
Toptal Talent NetworkScreened and activated November 2026
Financial Modeling & FP&ACFI and Mosaic credentials
INDEPENDENTLY VETTED TALENT
Official Toptal badge · Click to view my Toptal profile
“
Warren has been the perfect integrator for a serial entrepreneur and visionary like myself.
— Upwork client feedback
05 / CONNECT
Let's turn strategy
into results.
Whether you are evaluating a strategic opportunity, raising capital, strengthening financial performance, or scaling operations, I'd welcome a conversation.