Financial Operations Assessment
3–4 weeksA focused review of your accounting operations, financial systems, processes, and team — so you know exactly where to focus and what to do next.
I partner with small and mid-sized companies to build the systems, financial operations, and clarity that make growth durable. I connect finance, operations, and strategy so they move as one — with an AI-forward mindset baked in.
I've been an early or founding team member at three companies. I know what it's like to wear five hats before noon, to weigh a hiring decision against next month's runway, and to feel like the only one who can see the whole picture.
I speak entrepreneur, and I'm genuinely curious about what you're building.
Practically, that shows up as range. I've been the fifth employee of a $60M company, the cofounder of a venture-backed SaaS startup, and the interim leader who walks into a cash crisis and steers the company through refinancing and operational restructuring. What ties it together is a steady voice, a builder's instinct, and the discernment to spot signal underneath the noise.
Most small and mid-sized companies don't need a controller, an FP&A lead, an operations manager, and a systems implementer as four separate hires. No one person can do all four jobs at once, but small companies benefit from someone who can move fluidly between those roles, someone who can augment the team they already have and fill the gaps.
That means designing the financial foundation, the operational rhythm, and the systems that connect sales, delivery, finance, and the back office into one coherent structure. As that structure comes together, the work transitions back to the existing team. I train and build up the people who will run it day to day, with the goal of leaving behind something that runs without me.
I'll be honest, it's a hard profile to put a clean label on. I'm a generalist who's pretty good at a lot of different things, and for early-stage companies, that range is often more valuable than being a specialist.
Four threads run through every engagement — no matter the industry or stage.
FP&A, modeling, accounting operations, and systems implementation. Strategic perspective with the technical depth to deliver, plus AI-augmented reporting and analysis built into the workflow.
I coordinate and optimize the systems that connect every function: sales, delivery, finance, and the back office. Right-sized tooling (including AI-enabled solutions), clear roles, and the process discipline that makes execution stick across the team, not just inside the finance org.
From pre-seed SaaS to a $60M leasing enterprise, modular construction to distribution and manufacturing. I integrate quickly and pivot fast.
Unvarnished insight delivered constructively, and someone who's actually in it with you. Founders, investors, and executives know I'll surface the real risks and finish what I start.
Engagement shapes
A focused review of your accounting operations, financial systems, processes, and team — so you know exactly where to focus and what to do next.
Targeted builds — 13-week cash models, ERP migrations, AI reporting agents, AR automation.
Ongoing strategic finance leadership — board reporting, FP&A, cash, and the systems beneath them.
Step-in leadership through a refinance, transition, restructuring, or capital event.
Let's talk