An uncommon partnership that unites CPA-level financial accountability with behavioral expertise in workforce change. Together, we bring decades of experience in financial operations, organizational development, and human-centered AI integration.
LCSW, PMP
Co-Founder | Director of Program Strategy & Educational Development
Cristen Jonesi is a licensed clinical social worker, PMI-certified Project Management Professional (PMP), and co-founder of The Jonesi Consultancy. She specializes in helping organizations navigate complex change by translating human behavior, operational risk, and organizational dynamics into clear, executable strategy.
Cristen has proven experience leading programs and teams within high-stakes, mission-driven environments, including integrated healthcare and housing-focused nonprofits. In these roles, she directed cross-functional initiatives, redesigned workflows, developed standard operating procedures, and coached multidisciplinary teams through periods of rapid change, regulatory pressure, and operational complexity. Her work consistently balanced performance metrics with staff capacity, psychological safety, and long-term sustainability.
At The Jonesi Consultancy, Cristen leads human-centered AI integration, workforce enablement, and change management strategy. She designs training programs and adoption frameworks that reduce fear, build competence, and ensure AI tools are implemented responsibly and effectively. Her approach emphasizes clarity, ethics, and usability, ensuring technology strengthens decision-making and workflows without eroding trust or culture.
Cristen's background uniquely positions her to bridge the gap between executive strategy and frontline reality. She combines clinical insight, systems thinking, and PMI-aligned project leadership to help organizations move from intention to execution. Her work ensures that AI adoption delivers measurable business outcomes while empowering employees to adapt, grow, and lead within evolving systems.
At the core of Cristen's work is a deep commitment to helping people grow, develop, and succeed in pursuit of their goals. Her high level of emotional intelligence enables her to build trust quickly through shared understanding, meet people where they are, and create environments where individuals feel safe asking questions and engaging honestly. This ability is especially critical when guiding teams through unfamiliar or uncomfortable topics, including artificial intelligence, where fear and uncertainty are common.
By putting people at ease and fostering clarity and confidence, Cristen helps organizations move forward with alignment rather than resistance.
CPA, PMP
Co-Founder | Director of Business Operations & Finance
Marcus Jonesi is a senior finance executive and consultant with more than 35 years of experience leading financial operations, large-scale transformations, and complex change initiatives across corporate, public sector, and consulting environments. He brings deep expertise in accounting, finance, project management, and AI-enabled workflow design, paired with a disciplined, results-oriented leadership style.
A Texas-licensed CPA and Project Management Professional (PMP), Marcus has served as CFO, Corporate Controller, finance transformation leader, and trusted advisor to executives, boards, and private equity investors. His work includes rebuilding accounting and finance functions, leading ERP implementations, accelerating financial close cycles, supporting mergers and acquisitions, and delivering audit-ready operations in high-growth and turnaround contexts.
In recent years, Marcus has focused on applying artificial intelligence to financial and operational workflows. As a CFI-certified AI for Finance professional and AI Black Belt Workflow Developer, he designs practical, internally owned AI processes that improve accuracy, speed, and decision quality while reducing long-term dependence on external consultants. His approach emphasizes measurable ROI, strong controls, and responsible AI use grounded in real-world business constraints.
Marcus is also a graduate of Fuller Theological Seminary, where he earned a Master's degree in Theology and Ethics with highest honors. This background informs his leadership philosophy, emphasizing integrity, stewardship, and respect for people alongside financial performance.
Throughout his career, Marcus has been recognized for ethical judgment, analytical rigor, and the ability to translate complexity into clear, actionable guidance.
At The Jonesi Consultancy, Marcus leads financial strategy, AI workflow design, and executive advisory services. He partners closely with clients to ensure AI initiatives strengthen financial sustainability, operational resilience, and organizational confidence, aligning directly with the firm's mission and value proposition.
AI isn’t coming; it’s here. Your competitors aren’t waiting. They’re training their teams, transforming their workflows, and building the muscle for constant reinvention. In two years, the organizations that treated AI as optional won’t be around to regret it. The ones that thrive will be those that moved first, trained hard, and built adaptability into their DNA. This is survival of the fittest. Hesitation is extinction.
Tell us about your organization and where you are at in your AI Integration efforts so we can better assess your AI adoption readiness and begin designing a customized AI Integration strategy based on your company's unique needs.