Work with Me

A fractional and interim CFO tailored to your business needs

Business Performance Improvement

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Driving EBITDA and Margin Expansion Through Financial Discipline

I identify inefficiencies and unlock performance levers across pricing, utilization, and expense structures

Focus Areas:

  • Pricing and margin architecture

  • Utilization and capacity planning

  • SG&A optimization and vendor renegotiation

  • Zero-based budgeting discipline

Results:

  • EBITDA growth and cost savings

  • Vendor optimization across portfolios

  • Gross margin expansion and improved utilization

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Financial Operations

Scalable Finance Built for Visibility and Growth

I design modern finance infrastructures that produce actionable data, reliable forecasts & reporting, and strong cash control

Core Services:

  • GAAP accounting, monthly reporting and close process design and management

  • FP&A, forecasting, and modeling

  • Budgeting and cost control

  • Working capital management (DSO/DPO/DIO)

  • Board reporting and dashboard automation

Results:

  • Automated reporting packs and real-time dashboards

  • Improved margin visibility and cash discipline

Systems & Process Upgrades

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Finance Automation That Enables Real-Time Decision-Making

I lead systems modernization and data automation that eliminate manual friction and enhance control

Specialties:

  • Data warehouse and KPI pack automation

  • ERP and GL upgrades, payroll integration

  • Process redesign and control mapping

  • Finance-led IT collaboration

Outcomes:

  • Real-time visibility across entities

  • Exit-ready data infrastructure

  • Cross-functional integration efficiency

Change Management & Transformation

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Transforming Finance, HR, and IT Into Scalable Platforms

I partner with leadership to modernize processes, implement systems, and align culture during periods of transformation or growth

Expertise:

  • Shared services (Finance/HR/Legal/IT)

  • ERP/HRIS rollouts (Workday, NetSuite, etc.)

  • Compliance, risk, and governance frameworks

  • Cross-functional program management

Highlights:

  • 2-year global Workday implementation

  • COVID-era restructuring preserving EBITDA

  • Facilities consolidation and lease realignment

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M&A Advisory

End-to-End Transaction Leadership — Diligence Through Integration

I help sponsors, founders, and acquirers maximize transaction value by aligning deal execution with operational strategy.

Capabilities:

  • Diligence, valuation & modeling

  • Deal structuring & integration planning

  • Cross-border tax & legal frameworks

  • Synergy realization tracking

  • TSA & carve-out execution

Results:

  • Over 20 deals managed

  • Stock, Asset, Carve-outs, Joint Ventures and Partnerships

  • Both buy and sell-side experience

Contact me

Interested in working together? Fill out some info and I will be in touch shortly. Looking forward to hearing from you!