Advisory Built on Experience.
Clarion Advisory Group is a practitioner-led advisory for finance, shared services, and GBS leaders — built by someone who has actually done the work, not observed it from across the table.
Founded on a Different Premise
Clarion Advisory Group launched in 2026, founded by a career finance transformation and shared services executive who spent decades building the exact capabilities most advisory firms only diagram on a whiteboard — inside Fortune 500 and private-equity-backed organizations, with real budgets, real boards, and real consequences attached to every recommendation.
After standing up shared services centers from the ground up, running competitive BPO vendor selections, and negotiating tens of millions of dollars in contracted savings — all from inside the building, not from across the table — one pattern was impossible to ignore: most transformation advice comes from people who have never had to live with the outcome of their own recommendations.
Frameworks and stage-gated decks are easy to sell. Holding a CFO's confidence through a contested baseline, or rebadging hundreds of employees to a new vendor without a single day of service disruption — that only comes from having done it.
Clarion was founded to close that gap: advisory built by someone who has actually built what clients are being asked to build.
Clarion Advisory Group, LLC launches.
Track Chair, Process Excellence, at Shared Services & Outsourcing Week (SSOW).
A greenfield shared services center built, staffed, and trained in eight months — delivered under budget and recognized with the parent company's highest internal honor.
Over $165M in working capital improvement delivered as part of an enterprise finance transformation program.
$55M+ in contractually committed BPO savings, negotiated through CFO, CEO, and board-level approval.
An 80-legal-entity, ~50-country acquisition integrated into a single ERP and outsourced delivery model within two years.
How We Work With Every Client
Built by Someone Who Has Done the Work
Clarion was founded by a career finance transformation and shared services executive — not a career consultant. Every recommendation comes with execution experience behind it.
No Junior Staffing Model
There is no layer of junior staff between you and the person making the call. You work directly with the advisor who has actually built what you are being asked to build.
Candor Over Comfort
Frameworks and stage-gated decks are easy to sell. We tell clients what they need to hear — honest, direct counsel grounded in what it actually takes to execute.
Clarity From the Inside
Our founder has sat on your side of the table — with real budgets, real boards, and real consequences attached to every recommendation. That perspective shapes everything we do.
Founder-Led. By Design.
Clarion is a focused, founder-led practice — by design, not by accident. We work directly with CFOs and operating leaders on shared services and GBS strategy, BPO vendor selection and negotiation, finance transformation, and M&A or ERP integration. No junior staffing model standing between you and the person making the call. No theory without execution behind it.
Founder & Principal Advisor
Clarion Advisory Group
A career finance transformation and shared services executive who spent decades building the exact capabilities most advisory firms only diagram on a whiteboard — inside Fortune 500 and private-equity-backed organizations, with real budgets, real boards, and real consequences attached to every recommendation.
Clarity, From Someone Who's Been on Your Side of the Table.
Let's start with a conversation. No pitch — just a focused discussion about your business and where we might help.
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