Pre-IPO & Fortune 500 · Big 4 Rigor · CPA, CFA, CA · 20+ Years
CAO/CFO ADVISORY | AI ARCHITECT | FINANCE TRANSFORMATION SPECIALIST
Advisory for the decisions and systems that scale your numbers.
I advise CFOs, founders, and senior finance leaders on AI adoption, complex SEC reporting, and building the automated workflows that execute. My engagements are completely hands-on, scoped directly to your biggest bottlenecks, and engineered to leave your finance team operating exponentially faster than they started.
Where I step in:
Complex Transactions & Technical Accounting
Deal structures, revenue recognition (ASC 606), analyzing and reviewing complex accounting transactions, and post-close M&A integration. I lock down the math and handle the high-stakes, non-routine transactions that dictate whether your revenue holds up under Big 4 review.
Backed by 20+ years of technical accounting rigor.
Process Optimization & AI Enablement
A concrete plan for putting embedded AI and automation to work in your finance department without losing control of the numbers. I eliminate Quote-to-Cash bottlenecks and compress your month-end close so the automation actually sticks with your team, rather than stalling out in a pilot phase.
Backed by the GaapX Automation Methodology.
IPO Readiness & SEC Reporting
Flawless preparation of 10-K, 10-Q, and Form S-1 filings. I architect your risk-management policies and draft the technical memos so your year-end audit is a total non-event and Big 4 partners sign off without friction.
Backed by extensive Pre-IPO execution.
ERP Architecture & Finance Org Design
Evaluating, implementing, and migrating to enterprise systems like NetSuite, Oracle, and SAP with zero downtime. I help structure your org design to decouple your headcount from your growth, building high-performing, tech-enabled finance teams that carry the work flawlessly long after the engagement ends.
Backed by decades of systems deployment expertise.