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I'm a strategic partner to CFOs and FP&A teams who need fast, powerful, and insightful management reporting solutions that 10x the finance function's impact. 90% of what I do is tradecraft developed over years as a financial executive turned developer. It would be infinitely easier to show you rather than explain it but if you'd rather read about it... The bottom line is you no longer have to worry about reporting delays and errors. No more wondering if your finance team is empowered to be the true business partner it needs to be. Operating at the intersection of IT and finance, my specialty is transitioning companies from the world of reporting delays and errors into the agile world of speed and accuracy. You get a 360 degree view of the business at all times while dramatically reducing the risk of reporting inaccurate numbers to the board, shareholders, and other stakeholders. As a finance professional and FP&A consultant advising on hundreds of millions of dollars for over a decade, I was long frustrated by the lack of fast, accurate, and intuitive management reporting solutions available to the C-suite. So I spent a decade mastering the best self-service BI tools on the market - ripping out the over-engineered, tech-heavy nonsense that finance people hate, while forging an approach to management reporting that stakeholders can trust, engage with, and instantly understand. As a result, your FP&A team members will always be operating at the top of their license rather than the bottom, dramatically increasing their effectiveness while substantially reducing turnover. Feel free to reach out to learn more about outsourcing the stress of management reporting to a finance professional who specializes in unleashing FP&A teams for maximum impact. Executive Summary: Over 15 years of experience advising the C-suite. Provides sustainable decision-support tools that smooth the flow of information between operating departments, scale data for actionable intelligence, and drive the levers of growth. Our quotes and contributions have appeared in The Wall Street Journal, The New York Times, BusinessWeek, US News & World Report, The Chicago Tribune and dozens of others for over 15 years. Previous experience co-managing $250M in private client investment assets for over a decade while serving in various board positions for the financial advisory industry's top professional association. Also served as a guest speaker at top investment conferences and provided commentary for the nation's top news outlets. "Wisdom is the ability to discern difference."
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