Selected work.

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

Featured engagement

Multi-brand multi-unit platform

$500M+ in system revenue across more than 900 locations

PE-sponsorBig-4 auditedBoard-reported

Multi-year

Outcome

A multi-year value creation program delivered roughly 300–400 bps of gross margin and a 20–30% EBITDA improvement over two years. The monthly close went from about four weeks to under a week, with a $1–3M EBITDA run-rate benefit attached. Liquidity forecasts hold within a few percentage points across a thirteen-week window. The finance team was cut from the mid-30s to the mid-teens even as revenue more than doubled, and roughly $150–200K a month in outside consulting was eliminated 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. Three consecutive clean audits closed out a history of material weaknesses. M&A continued in parallel, with diligence run on 20+ transactions and 60+ acquired units.

Margin transformationCash & liquidityM&A diligence

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Function

Context

Showing 12 of 12

Online coaching platform — ASC 606 in under a quarter

Multi-product subscription catalog across coaching programs and digital products, multiple payment processors

AI-assistedASC 606

Outcome

ASC 606 recognition engine delivered in under a quarter using AI. Ongoing journal entries automated. Defensible path off cash basis.

PE-backed multi-unit operator — data infrastructure and AI implementation

900+ locations across multiple brands, operating on fragmented legacy analytics

PE-sponsorBoard-reportedAI-assisted

Outcome

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

PE-backed multi-brand platform — close transformation and audit remediation

Multi-brand portfolio assembled through acquisition, operating across hundreds of locations

PE-sponsorBig-4 auditedBoard-reported

Outcome

Close cut from about four weeks to under a week. Finance team reduced from the mid-30s to the mid-teens as revenue more than doubled. Three consecutive clean Big Four audits.

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.

Operator-built data warehouse — enterprise intelligence at small business scale

Small business — operator-owned and run, not PE-backed, not venture-funded

Operator-built

Outcome

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.

Multi-brand franchisor — FP&A buildout and ERP implementation

Multi-brand franchise system in an active growth phase, adding brands through acquisition

PE-sponsor

Outcome

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

High-growth national franchise — FP&A through 4x scale

Expanded from a few hundred to roughly a thousand locations during the engagement (about 4x)

Board-reported

Outcome

FP&A team built during 4x location growth. Weekly unit-level dashboards. EBITDA consistency held through scale.

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.

Multi-unit franchise operator recapitalization

A handful of existing locations, another under lease, pre-approved capacity for additional units

Operator-built

Outcome

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

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.

PE-backed multi-unit roll-up — M&A diligence program

Active roll-up strategy across a multi-brand portfolio — multiple transactions per year

PE-sponsorBoard-reported

Outcome

Diligence on 20+ transactions, 60+ acquired units. QoE process built and operated internally at roll-up pace.

PE-backed multi-unit operator — liquidity and cash management

Multi-brand portfolio, hundreds of locations, active lender relationship

PE-sponsorBoard-reported

Outcome

13-week liquidity forecasting held within a few percentage points. Proactive cash decisions. Vendor payables managed as a strategic lever.

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