I help small businesses and higher education finance teams modernize their FP&A processes — through AI-assisted reporting, advanced modeling, and process automation.
Most finance teams are spending too much time on the wrong things. I fix that — with structured workflows, better models, and automation that actually works.
Map your close process, find where time is wasted, and identify the 2–3 changes that deliver the most impact.
Structured workflows that automate variance commentary, flag exceptions, and produce consistent monthly reports.
Excel models built to support decisions and scenario analysis — with clean assumptions, version control, and documentation.
Find and fix model integrity issues — broken links, hardcoded values, version conflicts — before they become leadership surprises.
Turn raw financial data into executive-ready reporting that leadership actually reads, understands, and acts on.
Full annual budget process design — from scratch or a full rebuild — built to be repeatable and scalable year over year.
Define your language conventions, categorize variance types, and standardize commentary so output is consistent every month.
Verify actuals against budget by position, flag variances early, and catch surprises before leadership does.
Rolling 13-week models, liquidity forecasting, and scenario planning for real-time visibility into your cash position.
Support migrating to or optimizing platforms like Planful or Adaptive Insights — bridging the gap between your data and the system.
Working sessions to upskill internal teams on the tools, models, and conventions that will outlast the engagement.
Ongoing monthly close support, forecast updates, and ad hoc analysis — without the overhead of a full-time hire.
Finance teams I work with consistently cut close cycle time by 50% or more — not by adding headcount, but by redesigning the process. AI handles the structure. You keep the judgment.
Average reduction in monthly close cycle time
Saved per month on variance commentary alone
Most engagements begin with a process audit you can act on immediately
Practical content on FP&A, AI in finance, and the process improvements that actually move the needle.
Walk through the four most common bottlenecks and what a streamlined close actually looks like.
The difference between timing, behavioral, and structural variances — and why it matters.
Where AI genuinely helps in finance — and where it absolutely shouldn't replace human judgment.
Most engagements start with a 30-minute conversation. No pitch — just a clear-eyed look at what's taking the most time and what's worth fixing first.
Practical content for finance leaders at growing companies and higher education institutions.
Walk through the four most common bottlenecks in the monthly close process and show what a streamlined version looks like.
Signs of model integrity issues: hardcoded values, circular references, disconnected assumptions, no version control.
The difference between timing, behavioral, and structural variances. Most orgs report numbers without context.
A process-focused case study framed around a real workflow. Not hype — a repeatable methodology you can apply.
Positions automation as the smarter first step for growing SMBs wondering if they need a finance hire.
A bold take on the state of FP&A in higher education and where the modernization gap creates real advantage.
Language conventions, format choices, and what to explain vs. leave out. Practical and evergreen.
Transparent, educational post that answers the exact questions potential clients have. Your quiet sales page.
Balanced, credible take on AI in finance. Not hype, not fear — practical guidance grounded in real use.
A before/after case study covering the audit, process redesign, tools, and measurable outcome.
I'm a finance professional specializing in FP&A process improvement and AI-assisted reporting. I work with small businesses and higher education institutions to build finance functions that are faster, more consistent, and easier to manage.
Most finance teams I work with aren't struggling because they lack talent. They're struggling because the process hasn't kept up with the demands placed on it. I fix the process — and where appropriate, I layer in AI tools that make the structured, repeatable parts of the work significantly faster.
I price engagements based on what makes sense for the work. Most clients start with a free 30-minute conversation to understand the scope before we agree on anything.
Per hour, depending on complexity. Good for ad hoc work and ongoing support.
Fixed fee for a defined deliverable. Model builds, reporting overhauls, close optimization.
Monthly partnership. 10–15 hours of support. No overhead after the project ends.
My work is split between two audiences: small and mid-size businesses that are growing faster than their finance infrastructure, and higher education finance teams that are under-resourced and running on manual processes.
No pitch, no commitment. A 30-minute call to understand where your finance function is spending its time and whether there's a fit.
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