Driving Financial Transformation and Operational Efficiency for Strategic Growth
As a finance transformation and digital operations consultant, I help finance leaders across the public and private sectors modernize their systems, streamline processes, and enhance decision-making through strategic planning and data-driven insight.
With over two decades of experience, I specialize in improving core finance functions by aligning people, systems, and processes to support organizational goals. My work spans ERP implementations, SOX 404 compliance, risk mitigation, and automation strategy. Whether supporting compliance efforts or reengineering workflows, I bring value, flexibility, accountability, and a deep commitment to results.
How I Add Value to Your Organization:
I understand the evolving challenges that finance teams face, particularly in areas such as system integration, reporting accuracy, and efficiency. As your consultant, I can help you:
- Provide hands-on support for expense monitoring, month-end close, variance analysis, forecasting, and budget planning.
- Analyze business performance using financial and statistical methods to evaluate trends and inform decision-making.
- Build and enhance financial models for forecasting, scenario planning, and executive reporting.
- Translate data into actionable insights and present findings that support smarter, faster leadership decisions.
- Define business requirements and conduct current- and future-state process analysis.
- Standardize and automate routine procedures to increase efficiency and reduce errors.
- Leverage business intelligence and reporting tools to guide strategic direction.
- Support digital process automation using tools such as Glide, Python, and AI-powered platforms to drive internal efficiencies.
Functional Capabilities:
Examples of consulting engagements I’ve led or contributed to include:
- Implemented Sarbanes-Oxley Section 404 audit controls and revenue recognition protocols for a national software firm
- Audited revenue misstatements and subcontractor compliance for an international consulting company in alignment with SEC and AICPA standards
- Led process design and strategic data analysis for a government-sponsored enterprise to support new business initiatives
- Supported a multibillion-dollar financial restatement project, assessing impairment indicators for financial instruments
- Conducted a system audit on the INVESTRAN accounting platform for a global private investment bank to validate data integrity
- Designed financial models including cost-benefit analysis, resource allocation models, and operational performance reports
- Reengineered CAPEX workflows for a global real estate firm, developing current- and future-state process flows
Personal and Interpersonal Strengths:
- Clear Communicator – Ensures stakeholders receive the necessary information to make informed, timely decisions.
- Analytical Problem Solver – Uses structured thinking to address complex financial and operational challenges.
- Process-Oriented – Skilled at mapping, organizing, and optimizing workflows across departments
- Highly Organized – Manages multiple projects simultaneously while meeting deadlines and maintaining quality.
- Strong Written Communicator – Crafts clear, impactful documentation and reporting aligned with leadership priorities
In today’s fast-moving business landscape, adaptability is key. I can step in to complement your existing team or lead independent initiatives to stabilize and enhance your financial operations, bringing both strategic insight and hands-on execution to every engagement.