Cathleen Warren: Your Expert Finance Transformation Consultant And Business-Driven Project Strategist

From finance transformation to enterprise-wide initiatives, I ensure projects stay aligned with business objectives, manage change effectively, and deliver lasting impact

Schedule a Call →

As a Finance Transformation Consultant and Project Management Strategist, I help business leaders align IT projects with business goals manage change effectively, and deliver concrete results.

Cathleen Warren Coaching And Consulting helps business leaders bridge the gap between Finance and IT, applying proven project strategies that align teams, protect value, and deliver measurable results—without requiring you to be a technical expert.

With my guidance, you’ll harness the power of finance transformation and proven project management practices to keep initiatives on track, protect value, and achieve real business impact. That means less wasted effort, clearer decisions, and outcomes that actually move the business forward.

Icon of a folder with a gear symbol, indicating settings or configuration

Have Finance IT projects where expert guidance could smooth the transition and reduce risk?

Gear with a target and an arrow in the center, on a purple background, indicating have clear targets and objectives.

Need a trusted partner to manage your team so you can focus on strategic priorities instead of daily project details?

Icon of two hands surrounding a dollar sign, indicating capturing business value through transformation.

Want best practices from someone who’s led Finance teams and navigated multiple system implementations?

Icon of a tent with a flag on top, on a purple background, indicating a trusted guide.

Looking for project management strategies that speak your business language and align with your goals?

Let's Talk→

Your Partner in Finance Transformation and Business-Driven Project Strategist

As a Consultant and Business-Driven Strategist, I work across business units to unite teams across a common solution and guide each phase of business facing project lifecycles, from planning to post implementation support.  

Close-up of hands using a laptop with digital icons and AI graphics overlayed, representing cloud computing, data analysis, and artificial intelligence technology.

Finance Transformation Consulting 

Learn more
Female PMP Project Manager with curly hair and glasses sitting at a desk in front of a large multi-monitor setup, analyzing a project plan for an ERP Implementation.

Business-Driven Project Strategies

Learn more

“As a Finance Transformation Consultant and Project Management Strategist, I help business leaders bridge the gap between Finance and IT.”

Bridging Finance and IT

A hand pointing at a digital interface with icons representing ERP systems, data, documents, and communication, on a dark background.

“I have led Finance teams through complex systems implementations, so I understand the pressure to deliver on both day-to-day priorities and long-term business goals.”

Firsthand Finance Perspective

A woman with dark hair and glasses, wearing a yellow jacket, discussing finance transformation best practices with a finance executive.

“Whether it is Finance transformations, ERP rollouts, or structured project management strategies, I provide direction that helps leaders manage complexity with confidence.”

Guidance Across Transformations

Business meeting with diverse group of colleagues discussing and reviewing project documents in an office conference room. Woman is leading a conversation in ERP best practices.

“Because large IT projects can be disruptive, I apply a change management lens to ensure adoption, minimize disruption, and keep value front and center.”

Change Management Focus

Four business professionals in a modern office; three standing and one sitting at a desk with a laptop and paperwork. The team is discussing change management strategies and keeping value front and center.

“Recognizing that projects differ from daily operations, I apply a coaching methodology to guide SMEs and project teams—building confidence, strengthening delivery, and aligning business and IT.” 

Coaching Methodology in Project Delivery

Digital icons representing key business processes and coaching a team through project best practices.

“My focus is always the same: aligning technology execution with business outcomes that create lasting value.”

Aligned with Business Outcomes

Person holding a tablet with holographic icons representing technology, communication, security, and data analytics floating above and representing the value gained from business-driven project professionals.

Courses Launching Soon

Courses Launching Soon

Courses Coming Soon

From Strategy to Execution: Courses that deliver real results

Finance executive woman in gray sleeveless dress sitting at a table in a modern office with executive presence and professional confidence.

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.

A woman with shoulder-length red hair, wearing glasses, a dark blazer, and a green top, standing against a plain white background.

About Me

I Am Cathleen Warren — Finance Transformation Consultant & Business-Driven Project Strategist

My mission is to bridge the finance-IT gap in large IT transformations. Drawing on my extensive finance and systems expertise, I advocate for your finance team, ease their workload, and represent your interests in project activities. I'm dedicated to understanding end-to-end processes and driving value for your business.

Learn more

Get started with Cathleen, today.

01.

Fill out the Contact Form — Tell me what you need help with so I can understand and assist you better with your goals.

02.

Once I have your contact form, I’ll arrange a discovery call to discuss your specific needs and address any questions.

03.

Following our initial talk, we'll collaborate together to create a customized solution that suits your needs and goals.

Book a consult →