Executive-level financial leadership without the cost of a full-time Controller. I help growing businesses strengthen operations through accurate reporting, streamlined month/year-end closes, budgeting, cash flow management, and audit readiness—giving you the financial clarity needed to scale with confidence.

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Mid-sized businesses often need a high-level Financial Planning & Analysis (FP&A) lead or Controller to manage budgets and growth, but they cannot afford a full-time $150k–$180k salary. In addition to previously mentioned skills, the following services are offered:

• Financial Planning, Budgeting & Forecasting: Building custom bottom-up forecast models, Latest Best Estimate (LBE) tracking, and Long-Range Planning (LRP).

• Monthly P&L & Financial Package Preparation: Delivering executive-ready financial statements, variance analysis (Plan vs. Actual), and KPI tracking dashboards.

• Cash Flow Optimization & Working Capital: Managing cash positions, treasury reconciliations, and cash flow forecasting.