Selected engagements, referenced by size and industry.
Trusted by private-equity and venture-backed operators — from $11B AUM funds of hedge funds to PE-owned maritime, aerospace, infrastructure, insurance, and field-services platforms — where ERP, data, and accounting structure directly drive portfolio value. Engagements routinely require deep technical accounting, at times stepping into interim controllership or billing leadership to restructure the function before the systems can hold.
1,000–5,000 employees
AI agent to detect trends within the data warehouse
Built the underlying study by mining the Azure warehouse to define and measure forecast drift — the variability when the same project is reforecasted week after week. That analysis became the semantic foundation for an AI agent that continuously scans project data to flag too much movement and potentially meaningless forecasts.
1,000–5,000 employees
First Azure data warehouse + Power BI dashboards, delivered in record time.
For a PE-backed infrastructure operator, designed a GOLD-tier semantic model and Azure Data Factory pipelines integrating Acumatica ERP, HCSS, SewerAI, Workday Adaptive, Salesforce, Forms on Fire, and ADP — cost-optimized from day one.
$200M+ revenue · 28 entities
NetSuite rollout and a revenue-ops robot across a multi-entity gaming conglomerate.
Project-managed the NetSuite implementation and migrated go-live data for every subsidiary, then built a SQL-backed revenue-ops robot that ingests the legacy gaming revenue system and posts AR invoices, cash sales, intercompany JEs, and cash applications, with bill.com and authorize.net wired in via API.
$11B AUM · $80M revenue
Soup-to-nuts Sage Intacct ERP implementation for an $11B AUM fund of hedge funds.
Led the full Intacct implementation end-to-end — chart of accounts design, multi-entity structure, investor and management-company books, automated allocations, and reporting — for an $11B AUM fund-of-funds running $80M in annual revenue.
$1B+ revenue · ~2,000 employees
Greenfield data warehouse unifying 7 ERPs across a global maritime conglomerate.
For a PE-backed maritime conglomerate, architected from scratch the enterprise data warehouse consolidating 7 disparate divisional ERPs into a single SQL spine — delivering executive KPIs, project-profitability dashboards, process automation, and a restructured AR tracking and collections workflow that materially accelerated cash conversion.
$150M+ underwriting arm
A virtual-desktop robot that runs the underwriting back office on Sage Intacct.
For a PE-backed underwriter running on Sage Intacct, built an 18-month machine-learning desktop robot that triages 200+ monthly submissions, clears MVR backlogs (50,000 driver records evaluated at 95–99% accuracy), and has classified 100,000+ Outlook emails into the SQL ERP — cutting submission processing from ~45 days to ~15.
$150M+ underwriting arm
Robotic commissions engine and Salesforce ↔ Sage Intacct integration.
Built an API-driven desktop platform that remits ~1,700 monthly AP payments and posts weekly Salesforce transactions to the SQL accounting backend — evolved across QuickBooks, Sage Intacct, and IMS ERP for the same PE-backed underwriter.
12-subsidiary regional operator
Rebuilt a failed Excel/Power BI consolidation on a real SQL backbone.
For a PE-backed landscaping and pavement-services platform, cleaned up and re-architected the broken consolidation model, stood up an Azure SQL database, migrated historical financials, and shipped a simple UI for data upload and report download.
Regional multi-state operator
Live KPI warehouse replacing tribal spreadsheets.
Replaced spreadsheet KPI reporting with a live Power BI dashboard backed by a data warehouse — API-integrated with PestRoutes ERP and Paylocity, with nightly syncs and AR analytics that accelerated collections.
Enterprise SaaS · new-CFO transformation
NetSuite + ASC 606 revenue recognition and a PostgreSQL ARR tracker.
For a VC-backed global cybersecurity SaaS, implemented their first real accounting system on NetSuite (replacing Excel ledgers), stood up Advanced Revenue Management for ASC 606 contract revenue, and built a PostgreSQL platform that measures and tracks ARR, then re-implemented revenue recognition under the incoming CFO's methodology.
Global commercial & military MRO
Azure Data Factory bridging ADP Payroll and Oracle ERP.
For a PE-backed aerospace MRO, implemented an Azure Data Factory to automate the link between ADP Payroll and Oracle ERP, architected an Azure SQL datamart to capture ingested data, and partnered with the CTO to optimize triggers and data flows across the pipeline.
OEM & dealer-group platform
MySQL billing engine connecting a proprietary platform to QuickBooks.
Built a MySQL-based internal platform that automates billing between the company's proprietary fleet database and QuickBooks, plus payroll JE reconciliation and an automated 13-week cash flow forecast.
300–400-unit apartment projects
Retired a circular Excel underwriting model into a VBA-driven Access app.
Rebuilt the multifamily project-evaluation model: consolidated inputs to a single entry page, cleaned the formulas, and added a JV waterfall payout distribution — then upgraded bank reporting and investment modeling from a brittle multi-tab workbook to an MS Access / VBA application that produces forecasts and reports on demand.
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