Precision-led Finance and Order-to-Cash transformation
Built for scale, control, and trust.
I help finance leaders fix what’s actually broken inside Order-to-Cash, finance operations, and systems — without disruption, hype, or unnecessary tooling.
My work is pragmatic, structured, and execution-focused.
No buzzwords. No experiments on live finance organizations.
How I work
I don’t sell tools.
I don’t push frameworks for the sake of frameworks.
I work as a trusted advisor and execution partner, embedding where needed and leading with clarity.
Engagements typically start with a focused diagnostic and evolve into:
Advisory support
Interim leadership
Transformation execution
Order-to-Cash Optimization
For Finance teams experiencing friction between Sales, Customer Success, Billing & Collections and Treasury.
When Order-to-Cash breaks, the symptoms show up everywhere: delayed billing, rising DSO, manual workarounds, audit risk, and frustrated teams.
I assess your end-to-end O2C process; from order intake to cash application and realign it for clarity, control, and scalability.
What I do
Review order management, billing, AR, collections, and handoffs
Identify control gaps, bottlenecks, and manual dependencies
Redesign workflows with clear ownership and governance
Support execution inside your existing systems
Outcomes
Faster and more predictable cash conversion
Reduced rework, escalations, and audit exposure
Finance teams that can scale without adding headcount
Finance Transformation & Systems Alignment
For organizations scaling faster than their finance infrastructure.
ERP, billing platforms, and CRM systems fail when processes are unclear and ownership is fragmented. Tools don’t fix that — alignment does.
I lead finance transformations with a process-first mindset, ensuring systems support how the business actually operates.
What I do
Finance transformation assessments (O2C, R2R, P2P as needed)
ERP, billing, and CRM alignment and optimization
Requirements definition, governance, and execution support
Stakeholder alignment across Finance, Sales, Product, and IT
Outcomes
Systems that reflect real finance workflows
Cleaner closes, better reporting, stronger controls
Fewer “workarounds” and less dependency on heroics
Pragmatic AI Enablement for Finance
For leaders who want leverage — not AI theater.
AI only works when the underlying process is sound. I help finance teams apply AI and automation where it creates real value, not noise.
This is not experimentation. It’s controlled, thoughtful enablement inside finance operations.
What I do
Identify AI-ready finance workflows
Implement practical automation and copilots
Improve reporting, reconciliations, and variance analysis
Ensure outputs are explainable, auditable, and trusted
Outcomes
Time back for senior finance work
More consistent, reliable outputs
AI that supports decisions instead of creating risk
Let’s Align What Matters
If your finance operation feels heavier than it should — or more fragile than leadership realizes — it’s time to realign.
Book a diagnostic call to assess what’s actually limiting scale, speed, and trust.
