Your Financial Operations Are Breaking. Let's Fix Them.
I help growing tech and healthcare companies build the financial systems they need to scale—from vendor management chaos to clean financial operations that actually work.
Most companies hire me when their spreadsheets are breaking, vendor costs are spiraling, or they're implementing systems like NetSuite and need someone who's actually done it before.
Does This Sound Familiar?
You're scaling fast, but your financial operations can't keep up:
Managing 100+ vendors across multiple spreadsheets with no visibility into spend or contract terms
Your finance team spends more time hunting down information than doing analysis
You just implemented NetSuite or Salesforce, but nobody knows how to use it properly
Every month-end close is a fire drill with surprises you should have seen coming
You're preparing for funding or acquisition, and investors are asking questions you can't answer
You need someone who can bridge finance, operations, and technology to build systems that scale.
How I Help
I don't do basic bookkeeping. I build the financial operations infrastructure that growing companies need but don't have the expertise to create themselves.
Financial Systems & Process Design
Vendor management systems (I just built one managing 450+ vendors and $28M in spend)
Month-end close processes that actually close on time
Financial dashboards with KPIs that matter
Budget and forecasting models that guide decisions
System Implementation & Optimization
NetSuite, Salesforce, Adaptive Insights setup and optimization
System integrations that eliminate manual work
Data audits and cleanup for accurate reporting
Custom reporting and automation
Strategic Financial Operations
ROI analysis and contract negotiation for major vendors
Territory planning and capacity forecasting
Multi-entity financial management
Cross-functional process improvement
Fractional CFO Support
Monthly business reviews and variance analysis
Strategic planning and decision support
Team training and mentoring
Board-ready financial reporting
Recent Results
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SaaS Company Vendor Management Overhaul
Challenge: Managing 200+ SaaS vendors with no centralized system, duplicate subscriptions, and auto-renewals draining budget.
Solution: Built comprehensive vendor management system with intake processes, contract tracking, and ROI analysis framework.
Result: $800K+ in identified savings, 40% reduction in vendor management time, zero missed renewals.
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Healthcare Tech System Integration
Challenge: Implementing two new systems for Professional Services with messy legacy data and unclear processes.
Solution: Led complete data audit, process redesign, and system integration with custom reporting dashboards.
Result: Clean migration, 60% faster reporting, 5-year capacity forecast giving leadership confidence to scale.
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Enterprise Balance Sheet Management
Challenge: Managing $120M expense balance sheet across 13,000 global projects with manual processes and reconciliation breaks.
Solution: Redesigned expense process flow, automated balance sheet management, and trained global teams.
Result: Eliminated manual journaling risk, reduced reconciliation time by 70%, migrated four functions successfully.
Three Ways to Work Together
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1. Financial Operations Assessment Investment:
$5,000 - $10,000 | Timeline: 2 weeks
Perfect if you know something's broken but aren't sure where to start.
What you get:
Deep dive into your current financial operations
Identification of inefficiencies, risks, and breaking points
Prioritized roadmap with cost/benefit analysis
Implementation recommendations
Ideal for: Companies preparing for growth, funding, or acquisition who need clarity on what needs to be fixed first.
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2. Project-Based Implementation Investment:
$15,000 - $50,000 | Timeline: 2-4 months
When you know what needs to be built and need expert execution.
Common projects:
Vendor management system design and implementation
NetSuite/Salesforce optimization and custom reporting
Financial dashboard and KPI tracking setup
Territory models and capacity forecasting
System integrations and process automation
Ideal for: Companies implementing new systems, scaling operations, or fixing specific operational bottlenecks.
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3. Fractional CFO/Financial Operations Partner Investment:
$5,000 - $15,000/month | Timeline: Ongoing
Strategic financial operations leadership without a full-time hire.
What you get:
Monthly business reviews and variance analysis
Budget management and forecasting
Vendor strategy and contract negotiation
System optimization and team training
Cross-functional process improvement
Board-ready financial reporting
Ideal for: Companies ($5M-$50M revenue) that need ongoing strategic financial operations support but aren't ready for a full-time CFO.
