What I do and how I do it
I provide institutional-grade financial leadership across eight practice areas — from fractional CFO and Controller engagements to capital raises, M&A advisory, restructuring, and AI-enabled FP&A. Every engagement is customized to your situation.
Fractional CFO
Modeling & FP&A
Cash & Forecasting
Restructuring
Reporting & M&A
AI & Process
Capital Raises
Controller Services
Interim, Project & Fractional CFO
Startups / Growth Stage / Distressed / Public & Private / Institutional Investors
The world of business is evolving rapidly — driven by AI, economic volatility, political instability, and complexity. What that demands is not a static finance function but an adaptable one.
I provide fractional, interim, and project-based CFO services to start-up, early-stage, growth, and distressed enterprises, as well as to institutional investors in public and private companies. I use AI throughout all areas of my practice and help clients achieve their objectives using this powerful tool.
My engagements are structured to match your situation — not a fixed retainer, not a fixed scope. Whether you need a CFO for a capital raise, a restructuring, a board-level reporting upgrade, or ongoing strategic financial leadership, I customize the engagement to your specific need and timeline.
Services Included
Interim CFO (short-term / bridge)
Project CFO (transaction-specific)
Fractional CFO (ongoing, part-time)
Board-level financial reporting
Strategic financial planning
Investor & lender relations
Management team financial advisory
KPI framework development
I support client growth, change, and restructuring — providing services that allow my clients to manage significant uncertainty, achieve growth & ROIC, and restructure if necessary.
Forecasting & Cash Management
Growth Companies / Distressed Situations / Restructuring / 13-Week Forecasting
Forecasting and managing cash — liquidity — is an essential finance function. It is the difference between a company that sees trouble coming and one that is surprised by it.
I provide insightful forecasts and active cash management across growth, steady-state, and challenging restructuring environments in a variety of industries. My approach is forward-looking and decision-oriented: liquidity management is not a reporting exercise, it is a strategic one.
In growth environments I build rolling forecasts that connect operational drivers to cash generation. In distressed situations I implement the 13-week cash flow model as the primary management tool — providing daily and weekly visibility into inflows and outflows, identifying the gap date, and preserving options before they disappear.
Services Included
13-week rolling cash flow forecast (distressed)
Annual and quarterly cash planning (growth)
Working capital optimization (DSO, DPO, inventory)
Banking relationship and revolver management
Covenant compliance monitoring
Cash gap analysis and contingency planning
Liquidity reporting for boards and lenders
Financial Reporting & M&A Support
Public Companies / Private Companies / M&A Due Diligence /SEC Reporting / Spin-Offs
I develop, improve, repair, and optimize financial reporting processes across a variety of contexts and industries — for both private and public companies.
My reporting work encompasses the full spectrum: normal operating and compliance reporting, M&A transaction support, spin-off financial preparation, and due diligence in business sales. I have served as the lead financial professional on transactions up to $290M in size, and I understand what institutional buyers and lenders need to see — and how to present it.
For public companies, I have managed complete SEC reporting cycles including quarterly earnings, 10-K/10-Q filings, and investor relations communications. For private companies, I build reporting infrastructure that is audit-ready and investor-grade before the process demands it.
Services Included
GAAP financial statement preparation
SEC filing management (10-K, 10-Q, 8-K)
Investor relations & earnings communications
M&A due diligence — buy side & sell side
Quality of Earnings (QofE) preparation
Spin-off financial carve-outs
Audit preparation and auditor coordination
SOX 404 internal control advisory
I have prepared financial statements for a $290M acquisition audit and served as lead financial officer through a complete SEC reporting cycle for a publicly traded company — including quarterly earnings calls and investor presentations.
Capital Raises
Debt Financing / Equity Raises / Institutional Capital / Private Lenders / $700M+ Completed
Capital raises are high-stakes, high-velocity processes where the quality of your financial representation directly determines the outcome.
I bring my experience and energy to help clients and their advisors successfully complete high-profile, transformational capital raises. My role in a capital raise is not peripheral — I build the financial models that form the basis of lender and investor underwriting, prepare the data room, lead due diligence responses, and represent the company's financial story in investor meetings.
My capital raise experience spans debt and equity, private and institutional, domestic and international. I have secured $75.5M in debt financing for a multi-state cannabis operator from a publicly listed REIT, coordinated a $10M financing for a publicly listed real estate company in Taiwan, and supported dozens of smaller transactions across multiple industries over 25+ years.
Services Included
Three-statement financial model and investor projections
Debt raise — senior, mezzanine, asset-backed
Equity raise — venture, growth equity, family office
Data room preparation and due diligence management
Investor presentation and management Q&A preparation
Term sheet review and capital structure optimization
Post-close financial integration
Financial Modeling, Valuation & FP&A
ROIC /CFROI / EVA / Scenario Analysis / Institutional Quality
I support client modeling, valuation, and FP&A objectives by providing institutional-quality analysis built on 20+ years of experience — including years of equity research for institutional investors covering companies with market caps exceeding $1B.
My FP&A work is rigorous and decision-oriented. I do not build models to satisfy a reporting requirement — I build them to answer the questions that drive your most important business decisions: Where is value being created and destroyed? What does the capital structure look like under stress? What is the business worth to a buyer, and what drives that valuation?
My analytical framework incorporates the value-based metrics that institutional investors and sophisticated buyers use to evaluate every deployment of capital — ROIC, CFROI, and EVA — alongside conventional three-statement modeling and scenario analysis.
Services Included
Three-statement integrated financial models
ROIC, CFROI & EVA value-based analysis
Business valuation (DCF, comps, precedent transactions)
Annual budget & quarterly reforecast
Scenario and sensitivity analysis
Unit economics & contribution margin analysis
M&A acquisition modeling & synergy analysis
Board & investor presentation financial support
Bankruptcy & Restructuring Support
The most basic tenet of profit-seeking businesses is to make a profit while meeting their financial obligations. When that breaks down, the financial leadership available in the first 90 days determines whether the company survives — and on whose terms.
Rare skillset — few fractional CFOs have run a bankruptcy
Bankruptcy & Restructuring Support
Chapter 11 / Out-of-Court Creditor Mgmt / Distressed / M&A / Turnaround
I have run large bankruptcies and helped others avoid this outcome altogether. This is a unique skillset — and I am engaged to drive the best possible outcome in the process.
When a business cannot meet its financial obligations, the quality of financial leadership available in the early stages of distress is the single greatest determinant of outcome. I have operated on both sides of distressed situations — as the CFO managing the company through the process and as the advisor helping a business restructure before formal proceedings become necessary.
My restructuring work is grounded in the same discipline that governs all my engagements: immediate stabilization of liquidity, proactive and honest stakeholder communication, and the development of a credible plan that preserves maximum optionality for all parties.
Services Included
13-week cash flow model and gap analysis
Creditor communication strategy and management
Out-of-court restructuring negotiation support
Chapter 11 financial reporting and plan support
Distressed M&A — sale process financial advisory
Lender and creditor committee financial reporting
Turnaround plan modeling and board presentation
The difference between a company that survives a crisis and one that does not is rarely the severity of the situation. It is almost always the quality and speed of the financial leadership available when the crisis becomes visible.
AI Application & Process Development
AI-Enabled FP&A / Automation /Process Design / Technology Stack
Technology is changing by the day, week, and month. Accounting and finance are being reshaped by AI — and the practitioners who adapt fastest deliver dramatically more value.
I use AI throughout all areas of my practice. Financial modeling is now accelerated, allowing me to focus on the application of business and financial knowledge in support of strategic and financial decision-making — rather than on the mechanical construction of models. I bring this capability to every client engagement.
For clients, I develop AI application strategies specific to their finance function: which processes to automate, which tools to deploy, and how to build workflows that produce faster, more reliable financial analysis without sacrificing the judgment layer that AI cannot replicate.
Services Included
AI-assisted financial modeling and scenario analysis
Automated variance analysis and commentary generation
Rolling forecast automation and continuous planning
AI document and contract analysis (debt, lease, M&A)
Finance function AI tool assessment and selection
Process redesign for AI-augmented workflows
Natural language financial reporting development
Controller Services
Fractional Controller / Interim Controller / Audit Support / Tax Compliance / Internal Controls
Successful entrepreneurs grow and scale their businesses through a reliable accounting function — one that is quickly adaptable and supportive of all stakeholders in industries that are constantly in flux.
I lead month-end closes, prepare financial statements, develop internal controls, implement accounting systems, and support audits. I spent eight years in national public accounting at Laventhol & Horwath, Grant Thornton, and Arthur Andersen, where I attained the CPA designation — foundational training in financial rigor that informs every Controller engagement I take on today.
Companies that invest in their accounting function consistently achieve better outcomes in growth, profitability, financing, M&A, and long-term sustainability. The accounting function is not a cost center — it is the information infrastructure on which every good business decision is built.
Services Included
Accounting system design & implementation
Month-end and year-end close management
Account reconciliations & financial reporting
State, local & U.S. tax compliance
Internal controls design & SOX support
Compilation, review & audit support
Interim & fractional Controller engagements
Accounting team leadership & training
The CFO and Controller functions work best together. I provide both — ensuring that the historical accuracy of the Controller function and the forward-looking strategy of the CFO function are fully aligned in every engagement.
Let’s discuss your situation
Every engagement is customized - not a fixed package, not a fixed price. Tell me what you’re facing and I’ll tell you how I can help.