Strategic finance,
across any scale

Board membership

Multi-entity finance transformation, M&A integration experience, and executive board reporting brought to board-level decision making — with growth-stage, real estate, hospitality, and brand-driven organizations.

Audit committee·Finance committee·Risk oversight

CFO & finance advisory

Supporting founder-led companies, family offices, and nonprofit organizations in building durable, audit-ready finance infrastructure — from ERP selection to FP&A build-out, close optimization, and board-ready reporting.

Fractional CFO·ERP strategy·FP&A build-out·Audit readiness

Executive mentorship

For first-generation professionals, aspiring CFOs, and finance leaders navigating complex organizations. Mentorship grounded in lived experience — not theory.

First-generation·Finance leaders·Career strategy

Media & speaking

Select commentary and speaking on finance transformation, accounting leadership, AI in finance, and building distributed finance teams — grounded in operating experience inside a global luxury platform.

Finance transformation·AI in finance·Distributed teams

Data transformation

Two ledgers, no common chart of accounts — unified into one reporting structure without interrupting the close or restating prior periods.

Triplemint integration·Thirty days to ten

Multi-source consolidation

Data unified from five-plus source systems — ERP, banking, payroll, expense, and commission platforms — into a single reporting layer. One version of the truth.

Single reporting layer·Seven lines of business

System augmentation

A core ERP extended with a connected ecosystem — integration, close automation, expense management, and planning layers — rather than rip and replace.

NetSuite·SAP·BlackLine·Celigo·Ramp·Concur·AmEx Corporate·Drivetrain·ADP·Profit Power

Data integrity

Comprehensive balance sheet reconciliations, intercompany accounting, and controls proven across eight audit types — audit-readiness as the visible measure of clean data.

Eight audit types·SOX environment

M&A integration experience

Direct experience leading the financial integration of the Triplemint acquisition — an all-equity deal at a $350M-valued platform, executed in a fully distributed environment.

Multi-entity finance leadership

Led finance across a complex multi-entity structure and seven simultaneous lines of business — residential brokerage, franchising, title, mortgage, insurance, property management, and ancillary services — supporting U.S. and international operations, with deep fluency in intercompany accounting, consolidated reporting, and regulatory compliance.

ERP & systems transformation

Implemented, optimized, or operated an enterprise ecosystem including Oracle NetSuite, SAP, BlackLine, Celigo, Ramp, Concur, American Express Corporate, Drivetrain, ADP, and Profit Power — closing the gap between financial operations and technology infrastructure.

Distributed remote leadership

Led a 20+ person national and international finance team entirely remotely — with the governance rigor and communication discipline that distributed leadership demands.