Rick Summer

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Fractional CFO/COO and Advisory

Your data lives in HR, finance/accounting, CRM platforms, marketing stack, analytics packages, subscription systems, etc. Are you using it all to help guide your planning, progress, and decision-making?

I will help you with the following:

  • Get your financial and operational house in order
  • Cross-functional goal-setting and alignment across Sales, Product, Marketing, Customer Success and Finance.
  • Operational planning, analytics, reporting, and financial modeling
  • Fundraising prep
  • Annual and Quarterly Planning
  • Board and Investor Relations
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Project Work

Strategic Finance and Operations

  • Operational Model
  • Board Review
  • OKR and goal-setting processes
  • Budgeting and Forecasting
  • Monthly and quarterly review reports and agendas 

 

Executive-level coaching

  • Individual personal development
  • Communications skills and practices
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