What I offer
Build systems that scale with you.
Build systems that scale with you. We plug in fast to bring structure, clarity, and hands-on support when you’re growing fast. From cash tracking to tool integration, we design the workflows, models, and reporting you need to make smart decisions — and keep momentum.
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When business gets messy, we step in.
When business gets messy, we step in. We bring clarity and execution through org changes, tech shifts, and financial cleanup. From ERP triage to audits and training templates, we help you stabilize, standardize, and move forward with confidence — no chaos, just control.
When your portfolio companies fall behind.
We protect and accelerate investments by stepping in when execution lags. From financial cleanup to forecasting and capital planning, we drive accountability, build reporting discipline, and support operational lift — delivering results without the need for a full-time hire.
Experiences
Financial Solutions Manager
Partnered with clients to streamline operations, automate workflows, and redesign inefficient systems. Developed tools and templates that improved project delivery, simplified client management, and enhanced overall implementation success across ERP initiatives.
Business Operations Manager
Drove org development through OKR implementation, Power BI dashboards, and operational restructuring. Aligned leadership goals, streamlined hiring, and delivered real-time data tools to simplify reporting, enhance recruitment, and improve overall business performance.
Finance and Operations Manager
Redesigned treasury operations and built scalable financial controls to improve accuracy and compliance. Led crypto wallet reconciliations, streamlined accounts payable, and developed digital asset tracking models to strengthen reporting, FP&A, and strategic decision-making.
Senior Finance Associate
Managed revenue forecasting, financial close automation, and compliance to support strategic growth. Led audits, reduced operational costs, improved revenue recognition, and refined FP&A processes. Played a key role in the acquisition of Novus Partners by SEI Investments.
