Experience

Finance systems that hold up after go-live.

Oracle EPM · NetSuite · FP&A systems · AI integration

Services

Finance Technology Strategy

For teams choosing tools, rethinking the finance stack, or deciding what comes next.

  • Finance stack assessment
  • Vendor selection support
  • Roadmap and sequencing
  • Implementation readiness planning

FP&A & Performance Management

For teams improving Office of the CFO workflows.

  • NetSuite & Oracle EPM support
  • FP&A model design
  • Management reporting automation
  • Close & Consolidation process support

System Optimization

For live systems that are too complex, too manual, or not trusted by finance.

  • Application and process review
  • Model simplification
  • Reporting redesign
  • Data flow and integration review

Delivery Oversight

For finance leaders who hired an SI or vendor and want experienced oversight of scope, risk, and outcomes.

  • Scope and design review
  • SI and vendor oversight
  • Project rescue and course correction
  • Go-live readiness

AI & Automation

For teams that want practical AI and automation in finance, without overbuilding.

  • AI-assisted analysis workflows
  • Forecasting and reporting use cases
  • API-enabled finance automation
  • Data handling and governance guidance
Industries

Financial Services

Transaction matching, reconciliation, and operational controls across high-volume processor and bank flows for a San Francisco fintech bank.

Consumer Products

SKU and customer-segment demand planning with international reporting and currency normalization for a multinational beverage company.

Sports & Entertainment

Budget-to-actual reporting by department and event-based revenue modeling for a professional sports franchise.

Private Equity

Capital call and contribution accounting, partner capital accounts, and consolidated reporting across portfolio holdings.

Public Sector

Annual operating and capital request packages by department, with citywide tax and income projections, for a large U.S. city.

Construction

Phase-based project revenue modeling integrated with Salesforce pipeline data for a DC-based construction company.

Transportation & Logistics

FP&A and operational profitability modeling across complex distribution networks for a Memphis-based logistics company.

Technology

SaaS subscription forecasting with deferred revenue waterfalls, renewal assumptions, and cohort projections for a San Francisco software company.

Nonprofit

Bank BAI-to-ledger reconciliation plus budgeting and variance reporting for a major New York performing arts institution.

Technical background
NetSuiteNetSuite Planning and BudgetingOracle EPMOracle Cloud InfrastructureEssbaseSQL ServerPL/SQLInformaticaPythonJavaScriptGroovyOracle FusionOracle AnalyticsOracle ADWAI Agent StudioClaude APIOpenAI API
Next step

Let's talk through where systems overlap, where value is being lost, and what should come next.

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