Case Studies
Selected examples of how I solve complex finance and operating problems when the business has outgrown the models, systems, controls, or decision infrastructure supporting it.
These are not résumé bullets expanded into longer prose. They show the problem I walked into, the decisions I made, what I built or changed, and how the work affected the business.
From Outsourced Support to Direct CFO Ownership
Brought CFO responsibility in-house within my first 30 days and built the finance function around direct executive ownership, including FP&A, cash and runway forecasting, accounting policy, controls, pricing and revenue analysis, audit readiness, and executive decision support.
Capabilities: Zero-to-one finance · FP&A · Financial modeling · Cash forecasting · Pricing & revenue strategy · Technical accounting · Internal controls · Executive decision support
Audit Cleanup, Tax Recovery & Two Eight-Figure Fundraising Rounds
Joined 60 days before an already-announced fundraising round with multiple government audits underway and the independent PwC audit unfinished. Completed the audit with a clean opinion, recovered more than $60K in overpaid Denver sales tax, and supported two $10M+ fundraising rounds within approximately seven months.
Capabilities: Startup finance · Technical accounting · Audit remediation · Tax compliance · Fundraising readiness · Due diligence · Equity transactions · Financial reporting
From Perpetual Licensing to Subscription Revenue, Then Through Acquisition
Helped move a software business from perpetual licensing to subscriptions; within approximately eight months, subscription revenue matched and then surpassed perpetual-license revenue. Later led finance and operating work through buyer evaluation, diligence, acquisition, financial systems integration, and post-close transition.
Capabilities: SaaS finance · Financial modeling · Pricing strategy · Subscription revenue · M&A / due diligence · Financial systems integration · Equity administration
Broader Executive Range
Selected work showing the finance, governance, technology, product, and automation range I bring to complex operating environments.
Long-Range Finance, Treasury & Large-Board Governance
Brought finance in-house for a complex cooperative and built reporting, treasury visibility, annual operating and capital budgets, audit support, and 10- to 15-year financial models connecting operations, cash, capital requirements, and longer-term business decisions.
Stabilizing & Modernizing a Mission-Critical Software Platform
Took executive product ownership of a legacy MRV platform and its replacement, reducing development costs while coordinating vendors and offshore teams and leading work across production continuity, UAT, security, data quality, downstream modeling, and launch readiness.
Building an AI-Enabled Company Operating System
Turned fragmented organizational knowledge into practical AI-assisted workflows across finance, product, governance, documentation, and operations, connecting curated source material, reusable workflows, staff enablement, and existing systems to improve continuity and operating leverage without adding headcount.