I work with companies at points where growth, complexity, or change has outpaced the planning, forecasting, and reporting needed to support effective decision-making.
Mid-to-Large Scale Companies
at capital, liquidity, or credibility inflection points.
Founder-Led & Scaling Companies
navigating transition, scale, refinancing, or exit.
Non-Profit Organizations
where governance and Board expectations are increasing.
PE-Backed Portfolio Companies
where Board review, capital stewardship, or financial credibility are under heightened scrutiny.
Who Typically Engages
I work directly with senior leaders responsible for financial clarity, performance, and decision-making, typically at moments when existing planning and reporting are no longer sufficient.
CEOs & Founders
Leaders who have built strong businesses but need more reliable planning, forecasting, and financial visibility to support growth and decision-making.
CFOs & Finance Leaders
Operators responsible for execution who need financial plans translated into KPIs and performance visibility across teams, products, or locations.
COOs & Operating Leaders
Finance leaders who have solid accounting in place but need stronger forecasting, clearer linkage to business drivers, and more effective decision-support as the organization scales.
Board Members & Investors
Investors seeking to improve visibility, discipline, and decision-making within portfolio companies, during periods of growth, transition, or increased complexity.
