Hire the Best Financial Controllers

I build financial intelligence systems for operations-heavy companies that have outgrown their spreadsheets. My clients typically come to me after they've hired a finance team, bought the BI tool, and still spend 3 days a month manually assembling reports that should take 3 hours. Recent engagements: - Financial Intelligence Platform — $250M public school district. 12-tab executive command center replacing what used to take 3 analysts a full week every month. Now runs in under an hour. - Pricing & Margin System — commercial bakery scaling to wholesale. Density-aware recipe costing across mixed units, catching an error pattern that had been undercosting core ingredients by 100x. Rebuilt the entire batch pricing engine and packaging math in 48 hours. - Automated Reporting Pipeline — 90% reduction in manual data prep. 48,000 rows processed, 6,800 issues auto-resolved on first pass. - Revenue Operations at scale — 5 years building forecasting and payments infrastructure at a platform serving millions of users. Payments operation cleared $300K+ in daily profit at peak. Who I work best with: - Finance and operations leaders at $5M-$100M companies where reporting quality directly affects decisions - Founders scaling past the "spreadsheet as source of truth" phase and needing real infrastructure - CFOs and controllers inheriting reporting systems that need a rebuild without breaking what's working My stack: Excel, Google Sheets, Python, Apps Script, and AI-augmented reporting pipelines that generate real commentary on real numbers, not filler text. How engagements work: - Diagnostic engagement (2 weeks, $3,500) — I map your current reporting stack, identify the top 3 friction points, and deliver a prioritized remediation plan. Most clients use this as the on-ramp to a larger rebuild. - Focused rebuild (4-6 weeks, $8,500-$15,000) — I rebuild a specific reporting surface end-to-end. Board deck automation, monthly close package, variance analysis system, FP&A forecasting model. - Financial Intelligence System — Focused Build (6-10 weeks, $15,000-$35,000) — full rebuild of a reporting workflow with handoff documentation and team training. For smaller or exploratory work, hourly engagements are available at $95/hr. Currently: Manager of Financial Operations at a $250M public entity, with five years prior scaling financial data infrastructure at a platform serving millions. I work with two to three external clients at a time. If your team is losing hours a week to manual reporting, or your monthly close is eating days that should be hours, that's the problem I solve.

You have the reports — but do you know what changed? I help business owners, managers, and advisory professionals organize financial and operating data, identify discrepancies, explain trends and variances, and prepare clear internal analysis for review. My work sits in the space between bookkeeping and decision-making. A bookkeeper may keep the records updated. A CPA may handle taxes and official financial matters. But many businesses still need help understanding what changed, what looks unusual, what information may be missing, and what questions should be asked before decisions are made. That is where I can help. I have 20+ years of experience in decision-support analysis, accounting support, reconciliations, financial review, variance analysis, reporting, and business data review. I enjoy digging into the numbers, finding what changed, and turning scattered information into clear observations clients can use as part of their own internal review process. I can help with: Monthly decision-support analysis Financial and operating data review P&L variance analysis Budget vs. actual review Forecast vs. actual review Revenue and expense trend analysis Account fluctuation review Bank, credit card, and account reconciliation support Month-end close support Expense report review Customer, client, location, department, job, or project-level data review Discrepancy identification and follow-up notes Written analysis summaries Ad hoc reporting for meetings, client reviews, lender conversations, or internal planning My best-fit clients are businesses or advisory professionals who need recurring monthly support, but do not have enough work to hire a full-time internal analyst. A typical ongoing engagement may include reviewing monthly reports or data, preparing a written analysis summary, identifying notable changes or discrepancies, documenting follow-up questions, and supporting unscheduled reporting requests when they arise. I am also a good fit for fractional CFOs, controllers, CPAs, bookkeepers, and consultants who need dependable analysis support underneath their client advisory work. Important service boundary: I do not make business decisions for clients, recommend a specific course of action, prepare taxes, prepare financial statements, provide audit or assurance services, or provide legal, tax, or investment advice. My role is to organize, review, summarize, and present observations from the data provided. Final decisions remain with the client. If you need an experienced analyst who can help you understand what changed, what looks off, and what your financial or operating data may be showing, I would be glad to discuss whether monthly decision-support analysis is a fit.

Messy books? Not sure if your business is actually profitable? I've got you covered from the day-to-day numbers all the way up to the big financial picture. With 15+ years of experience, I work with small business owners as both their bookkeeper and fractional CFO. That means you get one reliable person handling your finances end to end - not just someone crunching numbers, but a partner who understands the bigger picture and helps you make confident, data-driven decisions. 💡 What I Do Best: Accurate Bookkeeping: Get clean, reliable books - no fluff, no drama. CFO-Level Strategy: Real talk and real numbers to guide your business growth. Financial Reporting That Makes Sense: Monthly and quarterly insights without jargon. Payroll Without Pain: I handle it so you don’t have to. Software Expertise: QuickBooks Online, Xero, Gusto, Wave, Excel, ZohoBooks, FreshBooks, Odoo - certified and ready to go. Industries I serve: Construction & Trades | Real Estate | SaaS | E-commerce | Service Businesses | Digital & Marketing Agencies 💡 Why Hire Me? I get things done. Period. Transparent - no hidden fees or confusing jargon. Focused on results that help your business thrive. If you're behind on your books, need cleaner reporting, or want a financial partner who can help you run your business stress free - let's talk.

CPA, CFO, FP&A Pro with Proven Accounting, Financial Planning and Analysis (FP&A), Financial Statement Preparation and Reporting, and Data Analytics Skills; Excels at Completing Projects Accurately and on Time. CPA, 7+ years with PwC as Audit Manager, Controller, Financial Analysis & Planning (FP&A) Manager, CFO, VP Finance, COO, SVP Operations, and Project Manager with 15+ years of global, hands-on experience. Excels at getting things done with proven success in leading domestic and international project teams, managing complex transactions, and generating strong financial returns. Adept at navigating high-stakes environments, aligning business strategy with operational execution, and delivering desired outcomes. Proven record of accomplishment of success in helping companies solve complex challenges, scale, and achieve growth objectives. Accounting/Financial Statements (GAAP and IFRS) Financial Analysis Cost accounting & variances Reconciliations Budgeting & Forecasting Financial Modeling in Excel Quality of Earnings Reports (QoE) Audit Preparation/Support Cash-Flow Management Business Structuring Process Development Administration Management Operations Management Strategy Development Expert Witness - Litigation Contract Negotiation Transaction Closing Continuous Improvement Team Building & Coaching Business Transformation

I help finance teams improve closing routines, reporting quality, and financial analysis. My experience includes controllership, FP&A, US GAAP, audits, and management reporting in multinational environments. My work is both strategic and hands-on: I don’t just prepare reports — I help turn financial data into practical actions. I have also worked with international consolidation, US GAAP, compliance, internal and external audits, and reporting automation across systems such as Oracle, SAP, and Protheus TOTVS. I’m detail-oriented, organized, and comfortable working with cross-functional and international teams. My focus is on accuracy, timely delivery, and creating reports and processes that are useful for both finance teams and leadership. What I can help with: - Monthly close support and financial reconciliations. - KPI reporting and management dashboards. - Budget, forecast, and variance analysis. - P&L and cash flow analysis. - Financial reporting and consolidation support. - US GAAP and local GAAP alignment. - Audit support and compliance documentation. - Reporting automation and process improvement. - Fixed assets and controllership support. - Financial analysis for decision-making. Core skills: - Accounting and controllership. - FP&A and management reporting. - Budgeting and forecasting. - Financial analysis and KPI tracking. - Cash flow and P&L analysis. - US GAAP and local GAAP. - Consolidation and compliance. - Oracle, SAP, and Protheus TOTVS. - Report automation and process optimization.

I help accounting teams, founders, controllers, and finance managers get organized, close faster, clean up messy books, and build repeatable accounting workflows. ❌ No generic bookkeeping-only support when you need real accounting help Get hands-on accounting support for month-end close, balance sheet reconciliations, journal entries, bank and credit card activity, AP/AR cleanup, cash management, variance analysis, audit support, and process documentation. ✔️ SERVICES: Month-end close support, journal entries, account reconciliations, bank reconciliations, credit card reconciliations, fixed assets, prepaids, accruals, AP/AR support, payroll accounting support, financial reporting, balance sheet cleanup, cash flow tracking, variance analysis, SOPs, and Excel-based accounting templates. ✔️ SYSTEMS: NetSuite, FloQast, QuickBooks Online, Sage Intacct, Bill .com, Ramp, Navan, ADP/ADP GLI, Stripe, PayPal, Power BI, Power Query, SharePoint, Google Sheets, and advanced Microsoft Excel. ✔️ EXPERIENCE: Senior corporate accountant with 5+ years of accounting and finance experience across SaaS, healthcare, technology, nonprofit/FQHC, and service-based businesses. Experienced in multi-entity, multi-currency close environments with 50+ monthly reconciliations, high-volume journal entries, cash accounting, fixed assets, corporate cards, investment activity, and audit-ready documentation. ✔️ BEST FIT: Companies that need reliable Staff Accountant, Senior Accountant, GL Accountant, Accounting Cleanup, or Month-End Close support, especially teams that are behind, growing quickly, preparing for audit, or trying to build more scalable accounting processes. I am not just here to categorize transactions. I help create clean, reviewable accounting workpapers, stronger close workflows, and organized financial records that leadership can trust.