Operations leadership
P&L oversight, workforce and capacity planning, policies and procedures, and running multiple locations as one business.
Fractional COO & CIO
I help small and mid-size businesses perform better by re-engineering their technology and operations. For 20+ years I was COO/CIO of a multi-site, 200-person company, where I streamlined operations, drove up to 35% revenue growth, cut costs 15% and positioned the firm for acquisition by H&R Block, all running on an ERP platform I designed.
Your business is too big to run operations and IT from your back pocket, but not ready for a full-time COO or CIO. A fractional executive gives you that senior leadership a few days a month: someone who can set the plan, manage vendors, fix the processes, and roll up their sleeves on the systems.
Services
P&L oversight, workforce and capacity planning, policies and procedures, and running multiple locations as one business.
A technology plan tied to your business goals, with a realistic budget and a clear path to adopting AI where it pays off.
ERP, CRM, payroll and commission systems, plus modernizing PowerBuilder and SQL Server applications you depend on.
PowerBuilder & SQL Server services →Choosing the right vendors, negotiating contracts, and managing switches like telecom, cloud and software platforms.
Redesigned workflows, integrations between your tools (CRM, payments, APIs) and AI-driven service automation.
Merging systems and operations after a deal, migrating data without disruption, and bringing new locations on board.
Cloud infrastructure on AWS, backup and disaster recovery, and practical cybersecurity risk management.
Guidance for FinTech and early-stage founders, from first product through investor readiness and pitch preparation.
Results
Designed and launched a SaaS ERP unifying POS, CRM, HR, payroll, marketing, commissions and reporting for R&G Brenner Income Tax, with integrations to payments, HubSpot and custom mobile and web apps.
Integrated R&G Brenner's technology and operations into H&R Block with no disruption during tax season. The acquired NYC office became H&R Block's top revenue-generating location.
Managed the rollout of a $60M music royalty system and a $10M global infrastructure program for major record labels.
Built general ledger and project management systems to run a $60M portfolio of single-family homes and $20M in home rehabilitation projects.
Testimonials
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How it works
A set number of days or hours each month as your ongoing COO/CIO: in your leadership meetings, owning the roadmap, and accountable for results.
A fixed scope with a clear outcome, such as a system rollout, a modernization, a vendor transition or an acquisition integration.
A 2–4 week review of your operations and technology that ends with a written, prioritized roadmap. A great place to start.
A free conversation about where you are and where you want to be.
I learn how your business and systems actually work today.
A clear, prioritized plan with costs and timelines.
I lead the work and deliver it, as your fractional executive.
About
I've spent four decades leading operations and technology in banking, media, entertainment, real estate and financial services. I began my career at Citibank, went on to lead enterprise system rollouts at EMI Music and Sony Music Entertainment, and ran operations at Children's Television Workshop.
In real estate, I was COO of Principal Residential Services in Queens, NY, where I also served as CIO and interim CFO. I managed a $60M book of business in single-family homes, running it on a general ledger system with integrated project tracking that I designed, so every property's costs and progress were visible in one place. Before that, as CIO of Ascend Residential Properties, I did the same for $20M in home rehabilitation projects.
For more than twenty years I was COO and CIO of R&G Brenner Income Tax, a multi-site, 200-person tax preparation firm, overseeing IT, HR, finance, accounting and facilities. I designed the ERP platform that ran the business, covering point of sale, CRM, HR, payroll, commissions and reporting. When H&R Block acquired R&G Brenner, I led the technology and operations integration, and the acquired New York City office became H&R Block's top revenue-generating location.
What sets me apart is that I understand both the P&L and the systems behind it. I don't just hand over a strategy. I make sure the technology and the processes actually deliver it. I started Arena Business Solutions in 2001 to bring that leadership to growing businesses.
Book a free discovery call. We'll talk about where operations and technology are holding you back, and whether a fractional COO/CIO is the right fit.