Meet Cathleen Warren, Finance Transformation Consultant and Business-Focused Project Strategist
Aligning strategy and technology to modernize finance and deliver measurable value
About Me
Cathleen Warren is a seasoned Finance Transformation consultant with deep expertise in aligning business strategy and technology execution.
With a strong foundation in financial operations and cross-functional leadership, she has spent her career helping organizations modernize finance functions, deliver measurable business value from complex initiatives, and ensure that systems truly support the way teams work.
Cathleen holds an Master of Business Administration (MBA) in Information Systems from Bentley University and a Bachelor of Science in Management Science from Bridgewater State University. She is a certified Project Management Professional (PMP) and brings decades of experience leading high-impact projects from business case through stabilization.
Her career includes executive finance leadership roles at a major East Coast retailer, where she spearheaded transformative initiatives across finance, IT, and operations.
She has successfully delivered enterprise programs leveraging platforms such as Oracle, SAP, Revionics (Pricing), Certinia, and Tableau—always with a focus on business process design, stakeholder engagement, and change management to secure adoption and long-term results.
Today, Cathleen’s consulting practice helps organizations:
Build business cases that keep projects grounded in value
Lead finance transformations that optimize performance and controls
Apply business-driven project strategies that align technology execution with organizational goals
Outside of work, Cathleen is a passionate traveler, music lover, photographer, and home cook who enjoys hiking and spending quality time with her family. She is also deeply committed to giving back through community involvement.
Turning Finance Strategy Into Measurable Results Helping Businesses Align Financial Operations, Technology, and Processes to Deliver Lasting Value
I am Passionate About Your Success. Get started with ME today
Finance Transformation Consulting
Business-Driven Project Strategies
Here Is My Why
I’m driven by the challenge of turning complex problems into practical, lasting solutions. I thrive on working cross-functionally to streamline processes, modernize finance functions, and ensure systems work for the people who use them.
I know that implementing new technology can be uncomfortable—often taking teams outside their day-to-day experience. But avoiding transformation comes at a cost: loss of efficiency, agility, and competitiveness.
Drawing on years of finance leadership and hands-on system implementation experience, I bridge the gap between business needs and technical execution—easing the transition, securing adoption, and ensuring change delivers real business value.
Courses Launching Soon
Courses Launching Soon
Courses Coming Soon
From Strategy to Execution: Courses that deliver real results
Learn the Strategies. Apply Them to Your Own Projects.
For leaders who want to master Business-Driven Project Strategies
without bringing on a full-time consultant, my courses give you the
same frameworks, tools, and techniques I use with clients in large-
scale IT initiatives.
Flagship Program:
Bridging Business and IT – A comprehensive program that teaches you
how to:
Keep the business case as your project compass
Engage the right stakeholders at the right time
Prioritize using value, complexity, and risk
Align technology execution with business goals and outcomes
Starter Course:
5 Tips for Business Leaders Guiding IT Transformations – A one-hour
session packed with actionable insights to help you keep your project
value-focused and adoption-ready from day one.