CFO & Strategic Finance Executive
I make complex businesses financially understandable.
SELECTED PROOF
30 DAYS
Within the first 30 days, moved CFO responsibility away from outsourced support and built the internal finance function, controls, reporting, and decision infrastructure needed for direct executive ownership.
~8 MONTHS
Helped move a software business from perpetual licensing to subscriptions; within approximately eight months, subscription revenue matched and then surpassed perpetual-license revenue.
2 EIGHT-FIGURE ROUNDS
Joined 60 days before the first of two $10M+ fundraising rounds and prepared the finance operation for diligence, resolving accounting, audit, compliance, and equity issues through two rounds approximately seven months apart.
M&A → POST-CLOSE
Managed finance and operating work from buyer evaluation and diligence through acquisition, parent-company financial systems and reporting integration, equity administration, and post-close transition.
The hardest business problems rarely belong to one function. A pricing decision can change demand, margin, cash timing, contract economics, and revenue recognition. A product decision can reshape vendor spend, support requirements, data quality, security, and the forecast.
That is where I do my best work.
I get underneath the numbers, test the assumptions, trace anomalies through the data, and connect finance to the operating reality. The goal is not simply a better spreadsheet or cleaner process. It is to give leadership a clear view of what is driving the result, what the tradeoffs are, and what decision comes next.
Complexity rarely lives in just one place.
What I Build
I build the financial infrastructure that makes complexity legible: models leadership can trust, pricing and revenue systems tied to economics, controls that hold up under scrutiny, and data and systems that support better decisions through growth and change.
01
Decision-Grade Financial Models
Forecasts, scenario models, cash and runway views, budgets, long-range plans, and operating models that expose assumptions, sensitivities, and decision tradeoffs.
02
Pricing & Revenue Systems
Pricing architecture, subscription and product revenue models, discount economics, contract implications, revenue recognition, and performance visibility tied to how the business actually makes money.
03
Finance Infrastructure That Scales
Accounting policy, close and reporting, controls, cash management, audit readiness, equity administration, and workflows that move finance from reactive to reliable.
04
Data, Systems & Automation
Financial and operational data, dashboards, anomaly testing, workflow automation, AI-assisted processes, and systems that reduce manual work and improve decision visibility.
05
Transaction & Change Readiness
Fundraising diligence, M&A, post-close financial systems integration, board and investor materials, and the finance work required to move through major transitions without losing control.