Fractional CFO · Strategic Finance

Better decisions, not just better reports.

Senior finance leadership — without the full-time hire. I help founder-led and growth-stage businesses get clear on cash flow, sharpen their forecasting, and turn financial data into decisions.

Financial Strategy Cash Flow Forecasting KPI Reporting AI-Enabled Finance
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What Clients Usually Need

Finance that helps you run the business.

Clearer Cash Flow

Forward visibility into liquidity, working capital, and where pressure is building before it becomes a problem.

Sharper Forecasting

Budgets and scenarios built to support real decisions — pricing, hiring, expansion, and financing.

Decision-Ready Reporting

Management reporting that translates numbers into actions for owners, lenders, and investors.

AI-Enabled Finance

Practical automation and AI tools that accelerate analysis, reduce reporting drag, and surface what matters faster.

Services

Support built around the problems growing companies actually face.

Financial Strategy & Planning

  • Long-range financial roadmap
  • Scenario modeling — best, base, and downside
  • Strategy connected directly to operating decisions

Cash Flow Management

  • Cash flow forecasting and liquidity planning
  • Identifying gaps before they create pressure
  • Working capital and runway optimization

Budgeting & Forecasting

  • Annual budget development
  • Rolling forecasts — monthly and quarterly
  • Variance analysis: actual vs. plan

Financial Reporting & Insights

  • Management reports built for decisions, not compliance
  • KPI dashboards for leadership teams
  • Clear visibility into what the numbers mean

Pricing & Profitability Analysis

  • Margin analysis by product, service, or segment
  • Pricing tied to real cost and market position
  • Where the business makes — and loses — money

Fundraising & Capital Strategy

  • Investor- and lender-ready financial packages
  • Pitch deck and data room support
  • Capital structure and financing advisory

Systems & Process Improvement

  • Accounting system selection and implementation
  • Streamlined financial workflows
  • Automated reporting that saves real time

Leadership & Advisory

  • Strategic finance partner to the CEO
  • Guidance on hiring, expansion, and capital decisions
  • An outside perspective grounded in operating experience
Who I Help

Best fit for businesses at an inflection point.

Founder- or owner-led businesses that need stronger forward-looking finance support
Businesses with an existing accounting team who need a strategic finance layer on top — or hands-on help improving the systems, reporting, and processes already in place
Businesses preparing for expansion, capital raises, acquisitions, or a future exit
Organizations where finance needs to connect across systems, operations, and execution
About

Two decades of operating finance. One trusted partner.

I started in Big Four audit, then spent 20 years in FP&A and accounting leadership inside Fortune 100 businesses — across energy, chemicals, manufacturing, real estate, and construction. I've been inside these businesses when margins were tight, capital decisions were real, and finance had to earn its seat at the table.

I work across all industries as a strategic finance partner — someone who sits alongside leadership, asks the hard questions, and helps turn financial data into better operating decisions. Where technology and AI can sharpen that work — faster analysis, cleaner reporting, less time on the routine — I use it. The goal is always the same: a finance function that makes you faster, not just better informed.

CPA Certified Public Accountant
Big 4 Audit foundation
F100 Industry leadership
20 yrs Operating finance
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I've been inside these businesses — running finance when margins were tight, capital was scarce, and the decisions were real.

Background

Big Four audit, followed by 20 years in FP&A and accounting leadership

Scale

Finance leadership inside Fortune 100 businesses across complex industries

Industries

Energy, chemicals, manufacturing, real estate, construction — and all others

Edge

Finance discipline paired with AI, automation, and systems thinking

Process

Simple to start. Built to move fast.

01

Discovery

We review your business goals, reporting gaps, and where finance is slowing decisions down.

02

Assessment

I identify the highest-priority issues across cash flow, planning, KPIs, and process design.

03

Execution

We implement a right-sized finance cadence, reporting structure, and ongoing support model.

Get Started

Ready for finance that helps you decide faster?

If your business has outgrown basic accounting but isn't ready for a full-time CFO, this is the moment fractional support adds the most value.

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