What I do — and what it looks like when it works.

Most finance teams are stuck in reporting mode, telling leadership what happened last month instead of what's going to happen next quarter. I build the FP&A infrastructure that turns reactive accounting into a proactive finance function: forecasting models, budgeting systems, SaaS metrics frameworks, and the analytical tools that let executives make real decisions with real data. That includes building and managing the teams that keep it all running after I'm done. For a detailed look at what this buildout actually involves, read how I did it at a 60-person nanotech startup.

The wrong ERP implementation costs you a year. The right one changes how the entire company operates. I've led full-cycle ERP evaluations, selections, and implementations. I've also done the harder work of integrating financial systems with the operational tools that actually generate revenue. More recently, I've been integrating AI into financial workflows with measurable results.

Government contract accounting is a different world. FAR, 2 CFR 200, CAS, DCAA audits, cost-type vs. fixed-price structures, and the Defense Department's particular way of doing things. I've lived in that world for over a decade, across DARPA, AFRL, ONR, and DEVCOM engagements. Six successful DCAA audits. If you have a government audit on the horizon, I've been on the other side of that table, and I know what the auditors are looking for. For the full story on the government audit that started on my first day as CFO, read the case study.

Growth-stage companies hit a wall when the finance function can't keep up with the business. The board asks questions the data can't answer. The fundraise depends on a model that doesn't exist yet. The accounting is still being done the way it was when revenue was 10% of what it is now. I've helped companies get through this transition by building the analytical infrastructure, the investor materials, and the finance team that the next stage requires. For a look at how I approach board reporting as a new finance hire, read what nobody tells you the first time you own a board package.