Unlocking Companies Ready to Transform

I am a solo, fractional CFO, partnered with financial services and data science partners to help organizations cut through the noise and use their numbers to drive meaningful and actionable change. In a world of increasing volatility, I’ll make sure you’re aligned and ready for what’s next.

• No Visibility to Navigate?
  We create lean, actionable forecasts that adapt to your business in real time. No fluff, no unnecessary complexity—just plans that tie directly to decisions and outcomes. Static planning is obsolete. Instead, we build dynamic, roll-forward models that learn from the past, adjust in the present, and keep you focused on the future.

• Cash Flow Shrinking?
  We forecast multiple scenarios to pinpoint where cash is tied up. Then, we automate receivables, restructure payables, and fine-tune expenses to free up liquidity—fast.

• Sales Conversions Slipping?
  We dive into real-time data to find where leads are falling off, automate follow-ups, and align marketing and sales strategies. Then, we build sustainable way for your team to remove friction and boost close rates.

• Process Fatigue?
  We map processes, identify what’s slowing you down, and automate the mundane. Lean, agile workflows replace the bloat, so your team can focus on high-value tasks that drive meaningful results.

• Misaligned Leadership or Investors Breathing Down Your Neck? We pull the exec team into sync, manage expectations, and turn investor calls from interrogations into conversations. Along the way, we’ll build a team that’s locked in, performing, and loving the work.

This isn’t about fluff and buzzwords. It’s about hard results that matter.

I embed myself in your team—no playbooks, no flavor-of-the-week decks. We identify what works, ditch what doesn’t, and rebuild where it counts. I’ll be in the trenches with you, coordinating with my team of experts to align your company for the future and build something that lasts.