Services offered
I work with technology and healthcare companies, embedded with the finance team part-time or on a specific project. I'm not looking for a full-time role, so I can cover a gap for as long as it takes. Most engagements start as a defined piece of work and keep going.
Part-Time Embedded FP&A Support
The FP&A team is stretched too thin, juggling competing priorities and risking missed deadlines, errors, and burnout.
I embed with your team for 10 to 30 hours a week, working inside your systems and your calendar rather than from the outside.
Priorities move forward, your team stops running at redline, and you get continuity from someone who already knows how the business works.
Interim FP&A Leadership During a Search
Your FP&A leader left and the search will take months. Meanwhile the forecast still has to close, the board still meets, and the team still needs someone to answer to.
I step in as interim FP&A leadership while the search runs, keeping the forecast, board reporting, and team moving without a gap in coverage.
You hire on your timeline instead of settling for whoever is available, and the team keeps its footing through the transition.
Annual Forecasts & Model Builds / Rebuilds
Nobody trusts the models or understands the assumptions. Board prep requires a lot of manual work.
I rebuild the model from the ground up so it is accurate, logical, and easy for your team to maintain going forward.
You trust the forecast, and your team can update and maintain the model without calling me.
Long Range Financial Models & Strategic Planning
Without a working long-range model, questions from the CEO, board, and investors turn into a fire drill every time.
I build and refine the long-range model so it is accurate and actionable, and advise on the planning process behind it.
You answer hard questions with numbers you can defend, and the plan holds up under scrutiny.
Engagements often start as one of these and turn into something else, so if what you're dealing with isn't on this list, it's still worth a conversation.