Services
Three pillars, built on modern data infrastructure and AI. Engagements are scoped per project.
Every engagement starts with design. From there, I build it hands-on, guide your team through the build, or a mix of both—whichever fits the team you have.
Revenue and ARR. Building a single, reconciled model of bookings, ARR, retention, and margin that finance, sales, product, and customer success can all trust. One source of truth for how the business is actually growing, and the work I’m most often brought in for.
Financial models for forecasting and planning. Designing and building the forecasting and planning models finance runs on—multi-year, three-statement, with real scenario mechanics and drivers documented well enough to defend every output.
FP&A processes and reporting. Design the processes and reporting that turn numbers into decisions—budgeting and metric frameworks, and board- and executive-ready reporting.
Data infrastructure and AI
This is the how. I build on a modern data stack using tools that fit your company and make it AI-ready: semantic models and AI-native repositories (“brains”) that let people and AI agents work from one source of truth. All of it tool- and model-agnostic, so the foundation outlasts a fast-moving market.