STRATEGIC ADVISOR

As a strategic advisor with a deep background in operations and finance, I help you solve any problem. With over 30 years experience in the field, I provide system-focused solutions based on years of experience in planning and establishing systems that steward financial and human resources.

I have a deep understanding of and experience in navigating the complexities of the current day business/workplace landscape. I know how to develop elegant, effective systems and strategies that drive success.

As a strategic advisor, I help you:

  • define problems and imagine simple solutions

  • craft a process that delivers that solution, and then ‘road test’ it with appropriate stakeholders

  • craft an action plan that is realistic and maintains accountability

  • identify the resources to create a solution, inclusive of people, time and funding requirements

  • assess and communicate progress

  • celebrate achievements and facilitate post project learning for the future

“Dan brings practical magic to everything he does. He translates big ideas into terms that are easily understood. He organizes complex information in ways that support clear decision making.”

What are some examples of the work you have done?

  • developed financial models and an operating plan for a new venture.

  • provided strategic guidance on revenue growth for a boutique communications firm and a talent recruitment firm.

  • assisted with culture building strategies and provided staff retreat planning and execution.

  • reviewed internal controls and financial operating risks with recommended actions.

  • helped create new human resource, finance and operation policies based on comparable organizations.

  • facilitated groups from related organizations to develop a strategy and action plans.

Considering me for a project? 

Click on this link to schedule a 30 minute introductory call to discuss how I can help

Industries I have worked with:

  • Communication and advocacy firms

  • Health and human service

  • Movie production

  • Nonprofits in a wide range of fields

  • Publishing

  • Start ups

  • Telemarketing