Complex operational situations, untangled and executed.

A stalled Microsoft Dynamics implementation at an investment manager overseeing approximately $11B in AUM.

Broken chart of accounts, unreconciled QuickBooks history, and a finance function losing confidence in its own reporting.

Rebuilt the chart of accounts, migrated and reconciled historical data, and delivered production-ready financial reporting.

28 operating entities with no unified finance or revenue spine.

Legacy gaming revenue, intercompany activity, and AR cash applications living outside the GL across every subsidiary.

Project-managed the NetSuite rescue across all entities and built a back-office robot — a SQL-backed revenue-operations engine that reads Salesforce activity, posts AR and cash sales, generates intercompany JEs, and applies cash directly into the ledger without human touch. Operations and finance now share one real-time spine.

A PE-backed maritime conglomerate running 7 divisional ERPs with no consolidated executive view.

Divisional reporting that didn't reconcile, project profitability invisible at the platform level, and AR collections drifting.

Architected the financial and operational reporting backbone consolidating 7 ERPs into one source of truth — and restructured the AR and collections workflow, materially accelerating cash conversion.

A VC-backed global cybersecurity SaaS running its books on Excel as the incoming CFO arrived.

No real accounting system, no ASC 606 framework, and no ARR measurement leadership could defend.

Stood up NetSuite as the first true accounting system, implemented ASC 606 revenue recognition, and built ARR measurement and tracking — then re-implemented under the new CFO's methodology.

A PE-backed underwriter where the back office was the bottleneck on growth.

200+ monthly submissions, MVR backlogs, and 100,000+ Outlook items that operationally had to land in the ERP — manually.

Built an 18-month machine-learning automation that triages submissions, evaluates MVRs at 95–99% accuracy, and classifies items directly into the ERP — cutting submission processing from ~45 days to ~15 with a documented, auditable workflow.

AP and commissions for the same PE-backed underwriter ran manually across QuickBooks, Sage Intacct, and IMS.

~1,700 monthly AP payments, weekly Salesforce activity, and a commissions function reconciled by hand every month.

Built an API-driven platform that remits AP automatically and posts Salesforce transactions to the accounting backend — moving the commissions function from manual reconciliation to a controlled, repeatable monthly process.

A PE-backed services platform whose multi-entity consolidation had broken — and was eroding board reporting credibility.

12 subsidiaries, a fragile consolidation model, and no reliable backbone for the monthly close package.

Re-architected the consolidation, stood up a real database backbone, migrated historical financials, and shipped a simple UI for data upload and report download — restoring trust in the close.

A multi-state operator running executive KPIs on tribal spreadsheets.

Operational data sat in PestRoutes and Paylocity; finance and field operations rarely agreed on the numbers.

Replaced spreadsheet KPI reporting with a live executive environment integrated to source systems — with nightly refreshes and AR analytics that accelerated collections and gave leadership real visibility for the first time.

A PE-backed aerospace MRO where payroll and ERP were stitched together by manual reconciliation.

ADP Payroll feeding Oracle ERP through brittle, manual handoffs — with labor data that close and operations both depended on.

Built the trusted reporting backbone connecting ADP to Oracle, captured labor data in a structured datamart, and hardened the pipeline supporting financial close and operational reporting.

An OEM-facing fleet platform where billing, payroll, and cash visibility all required manual work.

Proprietary fleet database disconnected from QuickBooks; no automated cash forecast; payroll reconciliation done by hand.

Built an internal platform that automates billing between the fleet database and QuickBooks, reconciles payroll JEs, and produces an automated 13-week cash forecast — putting working-capital visibility on autopilot.

A PE-backed infrastructure operator with no trusted executive reporting environment.

Acumatica ERP, HCSS, SewerAI, Workday Adaptive, Salesforce, Forms on Fire, and ADP — none of which reconciled cleanly.

Designed and delivered the executive reporting environment unifying all 7 source systems into a single source of truth — cost-optimized from day one.

The same operator wanted to apply AI to forecast quality — but only once the foundation was trustworthy.

Reforecasts of the same project drifted week over week. Nobody could quantify when a forecast had stopped being meaningful.

Defined and measured forecast drift, then built the agent that continuously flags meaningless forecasts before they reach leadership — turning AI into governance rather than guesswork.

A multifamily developer relying on a fragile underwriting workbook the bank also depended on.

Brittle multi-tab spreadsheet, JV waterfall logic embedded in formulas, and forecasts the operator couldn't reproduce on demand.

Rebuilt the model end-to-end into a controlled application that produces forecasts, bank reporting, and investment modeling on demand — eliminating spreadsheet risk in a model the bank relied on.