Finance & Operations Leadership
I help CEOs, founders, and investors stabilize financial operations, improve decision-making visibility, and modernize systems so their organizations can scale with confidence.
What I do
Most finance leaders stop at the spreadsheet. I work at the intersection of finance, operations, and technology — where the real leverage is.
01
Build reliable reporting, forecasting, and governance so leadership always knows where the business stands — and can act on it.
02
Translate strategy into day-to-day systems, processes, and accountability across the organization. Chaos into scalable infrastructure.
03
Modernize ERP, reporting, and data architecture to reduce friction, improve accuracy, and unlock the insight your team needs to move faster.
Who I work with
I work primarily with mid-market companies, founder-led organizations, and private-equity-backed businesses that need senior-level finance and operations leadership without adding a permanent executive hire.
Companies bring me in during periods of growth, transition, or operational strain — when the complexity has outpaced the infrastructure.
Organizational context
Industries
Engagement type
Experience
Senior operators don't need to be onboarded — they need to be pointed at the problem.
Director of Finance & Operations
Cable Services Co., Inc.
Principal
Oswald Consulting, LLC
VP, Financial Planning & Analysis
Prospect Mortgage, LLC
AVP / Senior Financial Analyst
Countrywide Financial (Bank of America)
Typical scope of work
Get in touch
I respond to every inquiry personally. No intake forms, no junior associates — just a direct conversation about what you're trying to solve.
Contact MeOr reach me directly at [email protected]