Strategy · Operations · AI · Consulting
Cindy Balaji.

Former Finance Manager turned Strategy operator helping B2B companies and ambitious professionals turn AI into a meaningful competitive advantage.

Based in San Francisco

← Replace with your photo
<img src="photo.jpg">

10+ years Strategy & Finance
My Work

Former CPA.
Now helping
companies turn
AI into an edge. That's
how you get
ahead.

I left a career in public accounting and spent the years since building at the intersection of strategy, operations, and AI. Management consultant. Strategy lead. AI advisor. Writer.

Today I work with B2B companies and ambitious professionals who know AI is changing the game — and want a thought partner who can help them figure out exactly where to play.

Connect with me on LinkedIn →
Work

Selected projects

Start a project
Add project image
AI Strategy · B2B SaaS
AI Adoption Roadmap

End-to-end AI strategy for a mid-market SaaS company — from workflow audit to a phased 12-month implementation plan tied to ARR growth.

View case study →
Add project image
Operations · Process Design
RevOps Transformation

Redesigned the revenue operations function for a Series B company, cutting manual reporting time by 60% and improving forecast accuracy.

View case study →
Add project image
Finance · Strategic Advisory
Board-Ready Financial Model

Built the 3-year model and scenario analysis used in a $40M Series C raise, including cohort modeling and sensitivity analysis.

View case study →
Writing

On Substack

Read all →
The AI Advantage Most B2B Companies Are Still Missing

Why the gap between AI hype and real implementation is a strategy problem, not a technology problem.

From Spreadsheets to Strategy: How Being a CPA Made Me a Better Consultant

The overlooked advantage of a numbers-first background when you're in the room to give strategic advice.

5 Workflows Your Team Should Have Automated Yesterday

A practical guide to identifying low-hanging AI automation wins inside any B2B ops function.

What Ambitious Professionals Get Wrong About AI Fluency

It's not about using the tools. It's about asking the right questions before you open the laptop.

Contact

Let's work together

Whether you're looking for a thought partner, a fractional strategist, or a speaker — I'd love to hear from you.