Approach

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

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