Selective finance and operating systems work

Engage.

Selective finance and operating-systems work. Assess, build, operate — until the rhythm stands on its own.

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By the numbers.

15.8years in finance & ops

>100close / forecast cycles completed

>75financial models built

>40Diligence Packs Reviewed

Sub 2 daysmedian response time

Engagement phases.

Start here Free Call

Touch Base.

Freeno commitment

Determine cultural fit
Sketch out problem space
Understand what great looks like
Explore future possibilities

Book the call

Assess 01 · 1–2 weeks

Assess.

HOURLY($150-225/hr)

50–150 page recommendation
Force-ranked implementation plan
Excel exhibits / support
Handover presentation

Start intake

Build 02 · 1–3 months

Build.

Projecthourly or monthly

Functional prototype
All supporting files
Handover documentation
Owner training included

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Operate 03 · 2–9 months

Operate.

Outcomesmonthly accepted

Ambitious transformational initiatives
Production level tool
Education and knowledge transfer
Post-engagement support

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What you get.

For work product samples, please refer to the Templates section

Project intake.

Contact me

Name

Phone (optional)

Ok to text? Yes No, please

Company / context

Likely shape

What is broken or something that has bothered you (a "thorn") for a long time? What do you aspire to be able to do?

Specific symptoms beat polished summaries: late close, board-pack rework, forecast misses, site rollout confusion, manual reporting, unclear owner, or AI workflow chaos.

Timeline

Budget readiness

Upload relevant files (PDF, XLSX, CSV, DOCX, PPTX — optional)

Drop files here or click to select Skip credentials, raw PII, and full data-room links — share those only after we agree on a secure path.

Operating terms.

Ownership

Client owns working files, docs, and internal workflows unless we explicitly agree otherwise. I do not do similar work for other clients without getting your pre-approval first. This firewalls your intellectual property.

Security

Expect significant data access, but I prefer not to receive PII or unnecessary confidential information. Strong preference for self-serve read-only access direct to source systems. This lets me work nights and weekends without bothering your internal team with never-ending volleys of incremental data requests.

Handoff

Standard handoff includes files, runbooks, owner training, risk register, and next-30-days actions.

Tooling

I bring my own stack — clients rarely need new SaaS to start.