Providing fractional treasury and strategic finance advisory services to founder-led, capital-intensive, and growing businesses. Focused on liquidity management, cash flow forecasting, debt facilities, covenant compliance, banking relationships, and financial infrastructure buildout. Current engagements include ownership transition planning, finance process improvement, and strategic capital planning.
Led treasury, liquidity, and financial operations across a $25B+ U.S. real estate platform, including cash forecasting, capital activity, credit facilities, lender reporting, covenant compliance, and multi-entity finance infrastructure supporting hundreds of investments and legal entities.
Built and scaled FP&A and financial planning infrastructure during a high-growth operating phase, supporting budgeting, forecasting, liquidity planning, and executive decision-making. Partnered across business units to improve financial visibility, develop performance metrics, and support capital allocation and operational planning.
Provided audit and financial advisory services across a range of corporate clients, developing a strong foundation in financial reporting, internal controls, compliance, and accounting processes. Built technical rigor and a disciplined approach to financial governance, risk management, and operational controls.