Financial Strategy & Consulting

Clarity that
drives financial
performance.

Over 25 years helping businesses across manufacturing, software, and hospitality align financial strategy with operations — and turn insight into growth.

25+
Years Experience
3×
Industries Served
4
Core Services
Strategic Value

Finance with purpose.

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.

What I bring
to every engagement.

Five core competencies refined across two and a half decades of financial leadership.

01 —

Financial Strategy & Analysis

Experienced in budgeting, forecasting, and guiding executive teams through financial decision-making and performance optimization.

02 —

Operational Efficiency

Skilled at identifying cost-saving opportunities, streamlining accounting processes, and improving financial controls across organizations.

03 —

Cross-Industry Expertise

Deep understanding of the financial challenges and opportunities unique to manufacturing, SaaS businesses, and hospitality sectors.

04 —

Leadership & Mentorship

Proven leader who builds strong finance teams, fosters collaboration, and bridges finance with broader organizational goals.

05 —

Systems & Technology Integration

Hands-on experience with ERP systems, accounting software, and process automation initiatives that enhance accuracy and scalability.

Services designed
for growth.

Personalized consulting for small to mid-sized companies and growing enterprises — delivered with the depth of a seasoned CFO.

01

Financial Health Assessments & Process Audits

A thorough diagnostic of your financial operations — uncovering risk, inefficiency, and opportunity.

02

Strategic Planning & Profitability Analysis

Forward-looking financial modeling that connects today's decisions to tomorrow's outcomes.

03

Interim CFO or Controller Services

Senior-level financial leadership on demand — strategic, experienced, and immediately effective.

04

ERP Implementation & Transition Management

Hands-on support through system selection, configuration, team training, and go-live transitions.

Deep expertise in
three distinct sectors.

⚙️

Manufacturing

Cost structure analysis, inventory controls, production variance reporting, and operational finance for complex physical goods businesses.

💻

Software & SaaS

Revenue recognition, ARR/MRR modeling, subscription economics, and the financial architecture needed for scalable software businesses.

🏨

Hospitality

Property-level P&L management, labor cost optimization, seasonality planning, and multi-unit financial consolidation.

Ready to bring clarity
to your finances?

Let's discuss where your business stands and where it could go. Reach out to schedule a confidential consultation.

info@finazio.biz
Schedule a Consultation