I sit with the founder, hear what’s breaking, and tell you the next step. I then lead the work, directly or with people I bring.
Leadership teams whose companies have outgrown the finance function. The immediate issue may be a system, a process, a hire, a financing event, or a board requirement. The underlying need is a professionalized finance function.
Formed through multiple acquisitions, with no reporting and a new ERP required. The engagement stood up the finance function and delivered GAAP-compliant, audit-ready reporting.
Rapid growth had left the company without an accounting infrastructure. The engagement delivered three years of audited financial statements and an ERP-ready reporting framework.
Management needed lender-ready forecasts to expand the credit facility. The facility increased from $40 million to $100 million.
A live working session. You talk. We solve. You leave knowing the next step.
The assessment maps the initiatives and designs the solutions. I run them, or I plug in the people who will. Same owner either way.
I design finance functions and own the work that comes out of them. Experience that spans FP&A, audit, and finance transformation. Deloitte, then Director of Finance & Accounting at Alvarez & Marsal. I do that work now for companies whose finance function hasn’t kept up.
Founder, Windsor · Houston