Strategic

What I do...

Fractional CFO – Strategic finance partner, forecasting, cash flow management, KPI tracking, board reporting, and financial reporting process improvement.FP&A – Forecasting, budgeting, cash runway, and KPI trackingDashboards – Dynamic visuals using Excel, Power BI, or TableauBoard & Investor Reporting – Clear, decision-ready financial summariesScenario Planning – What-if analysis to support key decisionsProcess Optimization – Streamlining reporting and model workflows

Scalable

Who I work with...

Startups and small/mid-size companies without full FP&A teamsCFOs and Controllers who need temporary bandwidthFounders seeking investor-ready forecasts and financial visibilityFinance teams that need an extra set of expert hands—without the long hiring cycle.

Experienced

Why me...

20 years in finance across biotech, entertainment, i-banking, real estate, and moreExperienced in fast-paced environments—from startups to Fortune 500Skilled at making data make sense—great with execs, not just spreadsheetsTech-savvy: Advanced Excel, Power BI, Tableau, NetSuite, Anaplan, QuickBooksEasy to work with – Strong communicator, reliable, fast learner

$382K

Helped a client avoid a $382K annual COO hire by automating their entire contract review and management process using Power Apps—built entirely with the Microsoft tools they were already paying for.

4

Reduced the monthly close by 4 days through automation—adding task reminders, clear sign-offs, and Excel macros that replaced time-consuming manual steps for a healthcare software company client.

6

Modernized legacy systems by leading end-to-end implementations of scalable, cloud-based platforms 6 times—driving efficiency, eliminating manual workflows, and delivering real-time cross-functional visibility

Reliable

Testimonials

Hear from companies and executives who’ve trusted me to deliver clarity, insight, and measurable results in corporate finance.