Independent fractional operations and finance consulting practice providing senior-level leadership to early-stage and growth companies facing critical operational challenges, system implementations, and leadership transitions. • Providing fractional M&A coordination, finance transformation, and operations leadership to early-stage and growth companies - including deal diligence support, integration planning, and post-close execution. • Advising clients on operational infrastructure, ERP implementation, process improvement, and AI-enabled workflow automation - serving as trusted right hand to founders and CFOs navigating critical growth and transition moments.

GovTech SaaS company delivering NetSuite-based ERP solutions purpose-built for local and municipal government entities, supporting grants management, project accounting, and fund accounting for public-sector clients. • Led client-facing professional services delivery for municipal government clients - managing complex cross-functional workstreams, governance, and stakeholder coordination across multi-party engagements. • Built production AI workflow using Anthropic Claude that automated requirements documentation - directly applicable to data room population and due diligence document management.

Fractional finance and operations consulting serving early-stage and growth companies - providing interim leadership, system implementations, and operational process design during a planned transition period. • Provided fractional finance and operations consulting during planned transition period - interim leadership, system implementations, and operational process design.

PE-backed acquirer and operator of vertical SaaS businesses, acquiring hyper-niche software companies in the $2-15M ARR range and integrating them into a unified financial and operational infrastructure. • Led buy-side due diligence coordination for 5 acquisitions ($2-15M ARR) in a PE-backed environment - engaged post-LOI to work directly with sellers and outside M&A advisor (Taqitz) to gather and validate all supporting documentation tied to initial valuations. Built custom due diligence checklists for each transaction. Frequently identified discrepancies that adjusted valuations downward - protecting the buyer from overpaying. • Reviewed and interpreted purchase agreements to understand seller representations - coordinating Finance, Tax, Legal, Operations, and IT workstreams to validate each claim against actual business reality. Reported findings directly to Co-Founder and Chief of Staff throughout deal cycles. • Oversaw purchase price accounting and opening balance sheets per ASC 805 and US GAAP - managing a Tax Accountant and Accounting Manager through close, reviewing and approving all financial outputs and stepping in to book entries directly when needed. • Served as acting Controller for each acquired entity post-close - owning the finance function through steady-state transition to corporate accounting. Integration timelines: under 90 days (single entity) to 6 months (multi-entity, international including Nordic & Brazil). • Implemented NetSuite and SuiteBilling for each acquired company - full lifecycle from requirements through go-live, ensuring financial systems were operational and integrated before handoff.

Premier NetSuite Solution Provider and SuiteCloud Developer helping high-growth companies from startup to enterprise scale complex order-to-cash and billing operations using ZoneBilling and related NetSuite solutions. • Led NetSuite financial integrations for FastFour and Satori acquisitions - coordinating cross-functional workstreams through full financial consolidation and post-merger alignment. • Assumed acting Head of Services during leadership gap - built governance, escalation paths, and operational frameworks from scratch that significantly reduced delivery risk. • Led NetSuite financial integrations for FastFour and Satori acquisitions - coordinating cross-functional workstreams through full financial consolidation and post-merger alignment. • Assumed acting Head of Services during leadership gap - built governance, escalation paths, and operational frameworks from scratch that significantly reduced delivery risk.

Leading enterprise-grade integration platform enabling organizations to automate and optimize business processes across NetSuite, Salesforce, and hundreds of other applications through a cloud-based iPaaS solution. • Built Celigo’s first Presales Solutions Consultant team from scratch - established hiring profiles, onboarding frameworks, and partner programs. Team of 5+ achieved 85% deal close rate across NetSuite, Salesforce, and CX platform engagements.

Cloud-based talent acquisition solutions provider delivering recruitment marketing and hiring technology to enterprise clients worldwide. • Led end-to-end NetSuite OneWorld implementation for $46M multi-subsidiary organization - multi-currency, complex billing, and advanced revenue module. Migrated 2 years of historical data from 6 legacy systems including open balances at cutover. • Resolved critical audit finding - identified and corrected large number of non-GAAP accounting processes, restoring financial statement integrity ahead of year-end filing.

Pioneer and leading provider of residential solar-as-a-service, offering homeowners clean energy through long-term lease and power purchase agreements - one of the first companies to make rooftop solar accessible without upfront cost. • One of the first 20 employees at Sunrun - built financial infrastructure from the ground up. Developed and ran asset portfolio models supporting structured finance capital raises - determining which tranches of leased solar installations to bundle for institutional investors. Worked directly with Co-Founders and CFO throughout deal process. • Built and led grant management team responsible for 42 Section 1603 ARRA federal grant applications totaling $184.9M across 40,000+ installations. Financial models supported $2B+ in capital raises from JPMorgan, US Bank, and PG&E.

San Francisco-based executive search and interim management firm placing senior finance and operations leaders - including interim Controllers, CFOs, and VPs - with high-growth and venture-backed companies. • Interim Controller at Tioga Energy - reworked 3 years of accounting to GAAP compliance, developed complex 5-year revenue and spending forecast models, and prepared the company for their first KPMG audit. Received clean opinion on all audited financial statements. • Implemented Adaptive Planning (EPM) for multiple clients - gathered requirements across 10 countries, rolled out to 75+ managers worldwide, and shortened budget cycle by 2+ weeks. Engaged by Hantel board to assess cash flow viability - managed team of 15, reduced past due balances by over 60%, and performed bad debt analysis resulting in a material balance sheet adjustment.

Global technology leader and the world's most widely used search engine, with products spanning advertising, cloud computing, consumer hardware, and enterprise software used by billions worldwide. • Led international Engineering and Finance team for AdWords billing platform migration - managed 21 UATs worldwide, migrated 1M+ accounts, and resolved millions in aging invoices for major automotive clients within 30 days dramatically reducing DSO.

Anthropic Claude 101

Anthropic

2026

AI Fluency & Prompt Engineering - Anthropic

Anthropic

2026