What the Work Actually Looks Like
A selection of past engagements from twenty years of finance and operations work, across a range of industries and company stages. They're here as proof of how the work gets done: embedded, operator-led, built to run without single points of failure. Today that work is focused on wineries, health and wellness, and elective medicine on the California coast. No client names. That's intentional.
E-Commerce
$15M E-Commerce Company | Scaling Finance Through Hypergrowth
From spreadsheet chaos to 5-day closes and real-time margin visibility across every product line and channel.
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Apparel / DTC
$10M Designer-Led Apparel Brand | Building Financial Infrastructure Around a Creative Business
Product costing, seasonal cash flow forecasting, and channel profitability analysis for a fast-growing fashion brand.
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Hospitality
Six-Location Restaurant Group | Bringing Financial Discipline to a Multi-Unit Operation
Unified reporting across six locations, centralized purchasing, and expansion modeling for a coastal restaurant group.
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Turnaround
Management-Led Asset Purchase | Building a New Company on the Bones of a Bankrupt One
Valuation, financing, 100-day integration plan, and finance-from-scratch for a management-led acquisition.
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SaaS
SaaS Company Post-Seed | Building the Financial Foundation for a Series A
Proper SaaS metrics, cohort analysis, revenue recognition, and investor-ready board materials.
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Family Office
Family Office | Bringing Institutional Discipline to Private Wealth
Unified reporting across asset classes, institutional-grade investment analysis, and multigenerational governance.
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