FP&A, revenue accounting, finance operations, and AI-powered automation for scaling companies. I help finance teams build better controls, reporting, forecasting, and decision-making infrastructure.
Month-end close optimization, journal entries, reconciliations, accruals, revenue recognition (ASC 606), accounts payable, controls, and audit readiness. I help build scalable processes and systems that ensure accuracy and compliance.
Budgeting, forecasting, scenario planning, rolling forecasts, KPI dashboards, revenue modeling, variance analysis, and board reporting. I connect accounting accuracy with business decision-making to improve forecasting and strategic planning.
Process automation, systems implementation (NetSuite, Salesforce, RevPro), Excel & Power BI automation, analytics workflows, and AI applications for finance. I design scalable infrastructure that reduces manual work and improves decision speed.
I'm a strategic finance and accounting consultant with an MBA and 15+ years of experience across revenue management, FP&A, accounting operations, and finance systems. I work with scaling companies in tech, SaaS, and high-growth industries to build stronger finance foundations.
My expertise spans the full finance stack — from day-to-day accounting accuracy and close processes, through FP&A forecasting and analytics, to systems and process automation with AI. I specialize in revenue recognition (ASC 606), order-to-cash operations, and helping finance teams scale without adding headcount.
I work best with companies that are ready to move beyond spreadsheets and build scalable finance infrastructure. Based in San Francisco, I'm available for consulting projects, interim leadership, and advisory work.
Tell me about your finance challenges. I'll reach out within 24 hours.