01
Accounting & Controllership
The foundation everything else is built on.
A CPA and former Assistant Controller who has owned the close, the controls, and the audit. Comfortable in complex accounting questions — and in the room with auditors while they are asked.
- GAAP financial reporting
- Revenue recognition
- Lease accounting
- Fixed assets & capitalization
- Accrual accounting
- General ledger
- Month-end & year-end close
- Internal controls
- Accounting policies
- Financial statement analysis
- Accounting operations
02
Strategic Finance & FP&A
Plans that start from how the business actually earns.
Budgets, forecasts, and long-range plans built on operating drivers and reconciled to the ledger, so leadership can trust the variance explanations as much as the targets.
- Budgeting
- Forecasting
- Long-range planning
- Scenario analysis
- Financial modeling
- Variance analysis
- Management & board reporting
- Executive decision support
03
Finance Transformation
Changing how finance works, not only which tools it uses.
Redesigning the processes and information flows behind reporting and planning — moving work out of disconnected spreadsheets without losing the controls that made them trustworthy.
- Finance process redesign
- Reporting modernization
- Automation
- Data integration
- ERP transformation
- Spreadsheet reduction
- Management-information architecture
04
Financial Systems & ERP
Where accounting structure meets system design.
Led an organization-wide accounting system conversion. Understands chart-of-accounts and dimension design well enough to get reporting right at the source rather than repairing it downstream.
- ERP migration
- Financial reporting architecture
- Chart of accounts & dimensions
- General ledger structures
- Accounting data integration
- Financial-reporting automation
05
Business Intelligence & Analytics
Dashboards that tie out.
Financial and operational analytics in Power BI, Tableau, and SQL, designed for the decision each audience actually has to make.
- Power BI
- Tableau
- SQL
- Dashboard design
- Financial analytics
- Operational analytics
- Data visualization
- Management information
06
Revenue, Pricing & Yield
Connecting demand, price, and the plan.
Pricing and demand analysis for a ticketed attractions business — attendance forecasting, yield concepts, and product strategy tied back to revenue and budget targets.
- Pricing analysis
- Dynamic pricing concepts
- Yield management
- Demand analysis
- Attendance forecasting
- Revenue optimization
- Product & ticket strategy
07
AI & Finance Automation
Applied with the controls still on.
Uses AI to accelerate analysis, reporting, and development of finance tools — with human review, reconciliation, and governance designed in from the start.
- AI-assisted FP&A
- AI financial analysis
- Automated management reporting
- AI-assisted forecasting
- LLM workflows
- AI agents
- n8n workflows
- Finance process automation
08
Executive Decision Support
Accounting + financial + operational + market data → a recommendation.
Translating the ledger and the operating data around it into a clear view of what happened, why, and what leadership should do next.
- Performance narratives
- Driver-based explanations
- Capital allocation analysis
- Scenario recommendations
- Board-level reporting