Fractional & interim CFO.
For operators.
In my experience, the companies that scale fast are not the ones with the best product. They are the ones whose people stay focused on what compounds, and whose systems continue to serve the team rather than the other way around.
I work with founders and multi-unit operators who want a partner who matches their urgency without losing objectivity.
My background is finance and technology. The traditional CFO discipline on the P&L and the capital allocation calls...run with better tools than a typical CFO has. I am more skeptical of AI than enthusiastic about it. It shows up where it has earned its place...not before.
- 01
Gross margin expanded and EBITDA stepped up materially. Finance team made leaner while revenue grew.
PE-backed multi-unit operator. Multi-brand, multi-unit platform assembled through acquisition.
Margin transformation / Cash & liquidity / M&A diligence
- 02
FP&A team built during 4x location growth. Weekly unit-level dashboards. EBITDA consistency held through scale.
National multi-unit franchise. Grew its location count roughly fourfold during the engagement.
FP&A buildout / Forecasting & planning rigor / Unit economics framework
- 03
ASC 606 recognition engine delivered in under a quarter using AI. Ongoing journal entries automated. Defensible path off cash basis.
Online coaching & subscription business. Multi-product subscription catalog across coaching programs and digital products, multiple payment processors.
Revenue recognition / Data infrastructure / AI-assisted delivery
The work
Two areas that serve the same outcome.
Passionate focus
In the room with founders and operating leadership for the decisions that shape the next stage of growth. Financial and strategic clarity that turns instinct into capital allocation, and ambition into a plan the team can execute against.
Intentional systems
Operating infrastructure designed to turn those decisions into outcomes. The data architecture and the tools that let a team move with rigor without burying itself in overhead.
Framework
The Operator's Capability Framework
A four-stage engagement applied across the capability domains that determine how a business scales.
Learn more about my approach
The fastest way to find out if we are a fit is a short conversation. Tell me about the work you are trying to do.