services

Fractional Leadership (Operations & Finance)

Executive-level operations and financial guidance without full-time commitment. We install systems, run cadence, and build the accountability frameworks that scale with your business.
What’s Included:
Operating System Buildout
  • Weekly leadership cadence: agenda, scorecard, decision log, action register
  • KPI stack with clear owners and definitions
  • Process maps and SOPs for high-impact workflows
  • Tools assessment and rationalization

Financial Operations
  • Monthly close discipline and reporting structure
  • Cash flow forecasting (13-week rolling + monthly runway)
  • Unit economics and margin driver analysis
  • Vendor audit and cost optimization
  • Capital formation and design

Execution & Accountability
  • Role scorecards with KPIs and performance expectations
  • Meeting cadence and escalation structure
  • Light internal controls (approvals, payment controls, segregation)
Assessment + Roadmap
2-4 weeks: Diagnostic and 90-day execution plan
Schools Coaching Webflow template
Fractional COO/CFO/IO
Ongoing, monthly or project focused
Schools Coaching Webflow template
When to Engage
Startups, scaling rapidly, navigating inflection points, or cleaning up operational capital

Growing businesses and sponsor/operators often reach a point where execution outpaces infrastructure. You're closing deals, building teams, and scaling operations; but visibility, accountability, and financial discipline haven't kept up.

The result: decisions get delayed, bottlenecks multiply, and leadership bandwidth becomes the constraint.

Bastion's Fractional Leadership service provides executive-level operations and financial guidance without the overhead of a full-time COO or CFO. We step in to install the systems, rhythms, and accountability frameworks that turn operational capacity into sustainable execution.

For founders and operators, we bring the structure and discipline you'd expect from an experienced COO, CIO, or CFO: building the infrastructure that lets you scale with confidence.

For sponsor/operators and established businesses, we provide the outside perspective and execution rigor needed to navigate inflection points, clean up operational debt, and prepare for the next phase of growth.

What this looks like:

  • Weekly operating cadence with clear agendas, scorecards, and accountability
  • KPI frameworks that track what actually drives performance
  • Cash flow forecasting and financial visibility that prevents surprises
  • Process documentation so execution doesn't depend on a few key people
  • Role clarity, hiring frameworks, and performance systems

The outcome: You gain the visibility, control, and execution capacity to make decisions with confidence without adding permanent headcount.

David M. Vicini
David Vicini is a senior finance and operations executive with over 20 years of experience building disciplined systems, improving accountability, and translating strategy into execution across high-growth, VC-backed, and regulated environments.
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Contact us to discuss how Bastion can bring structure and clarity to your next decision.