Fractional and interim finance leadership
Finance that explains itself.
Clear numbers before the next big decision. I build the forecasting, reporting, and financial roadmap a growing business can act on, without the cost of a full-time CFO.
$400M
Recovered in operational losses
$30M+
Cut through labor productivity tools
25 yrs
In finance and business intelligence
Financial leadership and analytical work with
Fractional and interim finance leadership
For leaders who have outgrown running the business on instinct.
The right fit is the owner, chief executive, or operating leader who knows the company has more in it, but cannot yet see clearly what is holding it back. The numbers are harder to read, cash feels tighter, and managing by feel is no longer enough.
Owners who have outgrown instinct
You built the company on grit and relationships. Now you need real visibility into cash, margin, and labor, and forecasting you can trust before the next major decision.
Companies stuck between growth stages
Too complex for basic bookkeeping, not yet ready for a full finance department. You need cleaner reporting, clearer accountability, and a practical path to the next level.
Finance teams that need experienced hands
An established team facing a system conversion, a reporting overhaul, or a stretched close cycle. I embed and add capacity, with no long ramp up required.
What I do
Proven case studies
Results that show up on the P&L.
Recovered in operational losses
DaVita Clinical Research. Corrected missed billing across a multi-year initiative, and improved the department cash position by a further $5.0M through new forecasting tools.
$1.3M
Cut in contract and overtime labor
Siemens Energy. Built labor productivity tools across SAP, Workday, and Excel, and identified major labor allocation errors along the way.
$1.1M
Reduction in administrative G&A
Dixie Electric. Restored $350K to the bottom line and identified a further $1.0M in shipping savings through inventory and distribution realignment.
35%
Growth supported into a corporate platform
DaVita Clinical Research. Scaled a research business from roughly $1.5M to $15M, with pricing controls, KPI packages, and executive reporting used up to senior corporate leadership.
10×
How I work
Direct involvement. Clear communication. No black boxes.
From ERP data integrity to executive reporting, I connect the systems, tools, and decisions behind the numbers.
Build for
leadership
A dashboard is only useful if people trust it, understand it, and can act on it without translation.
Look for the
dollars
I look beyond the deliverable to find the question, risk, or opportunity that can change the outcome.
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