Courtney Bowlen

I turn raw, multi-departmental data into executive-ready reporting and polished board decks—giving leadership total visibility without the operational noise.

If you are spending hours every month digging through systems, chasing updates across teams, or wrestling with manual presentation slides, I build the systems and deliverables that give you those hours back.

Who I Work With:

• Founders, CEOs, and Operations Leads at small to midsize businesses needing executive-ready decks.

• Growing companies looking to establish a structured monthly reporting rhythm.

• Leadership teams needing clear KPI tracking, variance reporting, and decision-ready summaries.

Core Services & Monthly Retainers:

• Monthly Executive & Board Reporting: End-to-end creation of executive slide decks, performance summaries, and leadership briefings.

• Corporate Operating Rhythms: Structuring multi-departmental reporting cadences across core business units.

• AI-Enhanced Business Intelligence: Leveraging advanced AI tools (Claude, Copilot, ChatGPT) for predictive modeling, workflow documentation, and rapid insights.

• KPI & Decision Frameworks: Building automated executive dashboards, target models, and performance tracking.

Selected Track Record:

• Built from scratch and owned the executive reporting rhythm across 6 core divisions and 50+ business units.

• Engineered automated data integrations across legacy platforms to eliminate manual data entry.

• Reduced cross-functional project build times by ~90% by integrating AI-driven workflows into standard reporting processes.

Technical Capabilities: Excel (Advanced Financial Modeling & Dashboards) | PowerPoint & Google Slides | Claude / ChatGPT / Copilot | ERP & CRM System Integrations

How We Work Together: I offer dedicated monthly retainer arrangements designed to own your reporting cadence end-to-end. Let's schedule a brief call to discuss your current reporting structure and where we can eliminate friction.