Selected work.

Anonymized engagements where the work I led made a measurable difference.

Featured engagement

Multi-brand automotive aftermarket platform

Roughly $550M in system revenue across more than 900 locations

PE-sponsorBig-4 auditedBoard-reported

Multi-year

Outcome

A multi-year value creation program delivered +370 bps of gross margin and +25% EBITDA over two years. The monthly close runs in five days instead of twenty-eight, with a ~$2M EBITDA run-rate benefit attached. Liquidity forecasts hold within 3% across a thirteen-week window. The platform stood up its first enterprise data warehouse and migrated analytics off legacy infrastructure. AI-assisted automation removed the manual workload that had been pulling analysts away from higher-value insight. Three consecutive clean audits closed out a history of material weaknesses. M&A continued in parallel, with diligence run on twenty transactions and more than sixty acquired units.

Margin transformationCash & liquidityM&A diligence

All engagements

Filter by function or context.

Function

Context

Showing 7 of 7

Online coaching business

Multi-product subscription catalog with multiple payment processors

AI-assisted

Outcome

Single source of truth for revenue. Defensible path off cash-basis accounting within a quarter.

Subscription forecast model rebuild

Preparing for the next stage of growth

Outcome

Model rebuilt for multi-user collaboration. Decisions move at the pace of the business.

Membership-based multi-unit franchise

Operator-owned and run

Operator-built

Outcome

Purpose-built data warehouse. Single source of truth for daily operating intelligence across the portfolio.

Multi-brand franchisor in the swim-school segment

Roughly $60M in revenue

PE-sponsor

Outcome

FP&A function built from scratch. NetSuite implemented. Reporting standardized across brands.

High-growth national franchise (food)

Expanded from roughly 250 to more than 950 locations during the engagement

Board-reported

Outcome

FP&A team built. Weekly unit-level P&L dashboards. EBITDA consistency through 4x location growth.

Enterprise ERP implementation pattern

Two distinct categories: swim-school franchisor (NetSuite) and consumer services platform with 900+ locations (Dynamics 365)

PE-sponsor

Outcome

Full ERP lifecycle from RFP to go-live. Adoption treated as the success criterion.

Finance modeling suite rebuilds

Multiple engagements where the company's financial model had become the bottleneck

Outcome

Models rebuilt for team-wide use. Analytical rigor preserved while structural debt removed.

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