💡 Scaling fast? Prepping for an IPO or M&A? Struggling with finance inefficiencies? I help turn finance into a growth engine—not a roadblock.
I help entrepreneurs, startups, and PE-backed portfolios (and their portcos) scale, automate, and prepare for IPOs, M&A, or global expansion—fast. From term sheet readiness to full-scale finance transformation, I bridge the gap between financial strategy, systems, and execution to build high-performing, scalable finance functions.
How I Help:
✅ Fractional CFO & Advisor → Finance leadership for startups & scaling companies.
✅ Finance Transformation → Redesign systems, workflows & teams for scale.
✅ Term Sheet & Audit Readiness → Optimize reporting & ensure diligence-ready operations.
✅ M&A & Post-Acquisition Integration → Due diligence, financial modeling & seamless integration.
✅ Global Expansion & Compliance → Finance scaling across 30+ countries.
✅ AI & Automation in Finance → NetSuite, Celigo, Numeric, Ramp—cutting close time to <5 days.
Why Work With Me?
✔ Fast & Efficient → Solve finance bottlenecks quickly—without wasted time or money.
✔ Hands-On & Strategic → Big-picture focus, but I also roll up my sleeves.
✔ Finance Transformation Expert → Optimize processes, systems & teams for scale.
✔ No Fluff, Just Results → Urgency, execution, and impact—done right the first time.
✔ Proven & Reliable → From IPOs to turnarounds, I deliver high-impact, scalable solutions.
📩 Let’s connect—whether you’re scaling, automating, or gearing up for an IPO or M&A, I can help you move faster.