Financial Strategy & Consulting
Over 25 years helping businesses across manufacturing, software, and hospitality align financial strategy with operations — and turn insight into growth.
About
With over 25 years in accounting and finance, I help businesses make informed financial decisions that drive performance, efficiency, and profit. My experience spans manufacturing, software, and hospitality, giving me a unique perspective on how to align financial strategy with operations in diverse industries.
"Aligning financial strategy with operations is not a function — it is a philosophy."
I offer personalized consulting for small to mid-sized companies and growing enterprises. Whether you need a rigorous financial health assessment, strategic planning support, or seasoned leadership in an interim role, I bring both analytical rigor and practical experience to every engagement.
Key Strengths
Five core competencies refined across two and a half decades of financial leadership.
01 —
Experienced in budgeting, forecasting, and guiding executive teams through financial decision-making and performance optimization.
02 —
Skilled at identifying cost-saving opportunities, streamlining accounting processes, and improving financial controls across organizations.
03 —
Deep understanding of the financial challenges and opportunities unique to manufacturing, SaaS businesses, and hospitality sectors.
04 —
Proven leader who builds strong finance teams, fosters collaboration, and bridges finance with broader organizational goals.
05 —
Hands-on experience with ERP systems, accounting software, and process automation initiatives that enhance accuracy and scalability.
How I Can Help
Personalized consulting for small to mid-sized companies and growing enterprises — delivered with the depth of a seasoned CFO.
01
A thorough diagnostic of your financial operations — uncovering risk, inefficiency, and opportunity.
02
Forward-looking financial modeling that connects today's decisions to tomorrow's outcomes.
03
Senior-level financial leadership on demand — strategic, experienced, and immediately effective.
04
Hands-on support through system selection, configuration, team training, and go-live transitions.
Industries
Cost structure analysis, inventory controls, production variance reporting, and operational finance for complex physical goods businesses.
Revenue recognition, ARR/MRR modeling, subscription economics, and the financial architecture needed for scalable software businesses.
Property-level P&L management, labor cost optimization, seasonality planning, and multi-unit financial consolidation.
Get in Touch
Let's discuss where your business stands and where it could go. Reach out to schedule a confidential consultation.
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Last Updated: June 24, 2026
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