Work

Selected work.

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

13 engagements

Featured engagement

Multi-brand multi-unit platform

Multi-brand, multi-unit platform assembled through acquisition

  • PE-sponsor
  • Board-reported

Multi-year

Outcome

A multi-year value creation program expanded gross margin and delivered a material EBITDA improvement. The monthly close went from weeks to days, with a run-rate EBITDA benefit attached. Liquidity forecasts hold within tight tolerances across a thirteen-week window. The finance team got materially leaner even as revenue grew, and the outside consulting that had been covering overflow was phased out as the in-house function absorbed the work. 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. Consecutive clean audits closed out a history of material weaknesses. M&A continued in parallel, with diligence run on a steady flow of acquisitions.

Margin transformation / Cash & liquidity / M&A diligence

Context

Function

Showing 12 of 12

  1. 01

    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.

    Single project

    Revenue recognition / Data infrastructure / AI-assisted delivery

  2. 02

    First enterprise data warehouse deployed. AI tools live across Finance, Accounting, and field support. Silent margin expansion through automation.

    PE-backed multi-unit operator. Multi-brand, multi-unit portfolio operating on fragmented legacy analytics.

    Multi-year

    Data infrastructure / AI implementation / Operating intelligence

  3. 03

    Close cut from weeks to days. Finance team made materially leaner as revenue grew. Consecutive clean audits.

    PE-backed multi-brand operator. Multi-brand portfolio assembled through acquisition, operating across many locations.

    Multi-year

    Close transformation / Control environment / Team building

  4. 04

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

    Early-stage subscription business. Preparing for the next stage of growth.

    Single project

    Forecasting & planning rigor / Data infrastructure

  5. 05

    Enterprise-grade data warehouse and AI analytics built for an operator-owned franchise, run by one person, no BI team. Daily operating intelligence at a scale where nobody builds this.

    Operator-owned multi-unit franchise. Small business: operator-owned and run, not PE-backed, not venture-funded.

    Ongoing

    Operating intelligence / Data infrastructure

  6. 06

    FP&A function built from scratch. ERP selected and implemented. New brands integrated within six months.

    PE-backed multi-brand franchisor. Multi-brand franchise system in an active growth phase, adding brands through acquisition.

    Multi-year

    FP&A buildout / ERP selection & implementation / Unit economics framework

  7. 07

    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.

    Multi-year

    FP&A buildout / Forecasting & planning rigor / Unit economics framework

  8. 08

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

    PE-backed multi-unit operators. Two distinct businesses: a multi-brand franchisor and a multi-unit consumer services platform.

    Single project

    ERP selection & implementation / Data infrastructure

  9. 09

    Single lender, single close. Legacy debt retired, new unit funded, future capacity pre-approved.

    Multi-unit franchise (operator-owned). A handful of existing locations, another under lease, pre-approved capacity for additional units.

    Single project

    Capital structure / SBA financing / Franchise expansion

  10. 10

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

    PE-backed and founder-led businesses. Multiple engagements where the company's financial model had become the bottleneck.

    Single project

    Forecasting & planning rigor / Operating intelligence

  11. 11

    QoE process built and run internally at roll-up pace, across a steady flow of acquisitions.

    PE-backed multi-unit operator. Active roll-up strategy across a multi-brand portfolio, with multiple transactions per year.

    Multi-year

    M&A diligence / Unit economics framework / Post-close integration

  12. 12

    13-week liquidity forecasting held within tight tolerances. Proactive cash decisions. Vendor payables managed as a strategic lever.

    PE-backed multi-unit operator. Multi-brand portfolio, many locations, active lender relationship.

    Multi-year

    Cash & liquidity / Forecasting & planning rigor

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