Approach

Most finance problems are connected. I work from the underlying data and processes upward so reporting, forecasting, and decisions are built on information management can trust.

Fix the data Build the process Produce reliable reporting Support better decisions
1

Clean and validate the data

  • Categorization
  • Account mapping
  • Reconciliation
  • Validation checks
Numbers management can trust
2

Fix the finance infrastructure

  • Chart of accounts
  • Expense management
  • Approvals
  • Controls
  • Ownership
  • Documentation
A process the team can follow
3

Establish a reporting rhythm

  • Monthly close
  • Budget vs. actuals
  • KPI tracking
  • Management reporting
  • Stakeholder updates
Reports delivered consistently
4

Build management visibility

  • Customer cohorts
  • Products
  • Channels
  • Pricing
  • Headcount
  • Inventory
  • Margin drivers
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Clarity on what is changing and why
5

Support real decisions

  • Forecasting
  • Cash planning
  • Pricing and margin decisions
  • Scenario analysis
  • Headcount planning
Better decisions with fewer surprises