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

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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

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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.

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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.

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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.

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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.

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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

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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.