GOLDMAN SACHS & FORBES VETERAN

Strategic Finance Advisory for Ambitious CEOs & Founders

Bespoke fractional CFO services, exclusively focused on strategic finance, capital strategy, and corporate development. I bring Wall Street rigor and operator-level insight to help CEOs and management teams build financial visibility, navigate strategic decisions, evaluate opportunities, raise capital, and maximize enterprise value.

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$2 Billion+

LP Commitments

$1 Billion+

M&A and Investments

$400 Million+

Equity and Debt Financing

TRUSTED BY
VCs, PE Firms and Family Offices
PREVIOUSLY AT
Goldman Sachs
Forbes

Financial intelligence is the foundation of every great CEO decision. Most are operating without it.

Even the best leaders make reactive choices when they lack real visibility into their financial drivers. That's where strategic finance creates advantage — by turning complexity into confidence and decisions into growth.

Strategic Finance Solutions That Drive Growth

Strategic Finance Architecture

Build the financial engine your business runs on.

  • Design driver-based forecasts and long-range plans
  • Build annual and monthly budgets tied to real operators
  • Create headcount, revenue, and cost models that scale
  • Run scenario planning and downside protection frameworks
  • Produce cashflow and runway analysis with clear decision points
  • Deliver investor-grade operating models for boards and capital markets

Performance Economics

Understand how your business truly creates economic value.

  • Rebuild unit economics and contribution margin structures
  • Develop pricing strategies grounded in data and customer behavior
  • Analyze revenue quality, cohorts, retention, and churn patterns
  • Evaluate CAC/LTV dynamics and GTM efficiency across channels
  • Assess product, segment, and customer-level profitability
  • Provide actionable insight into what drives or destroys performance

Capital Formation (Equity & Debt)

Raise capital with investor-ready numbers, narratives, and models.

  • Define fundraising strategy, timing, and process design
  • Build investor-grade financial models and data room materials
  • Compare equity, debt, and hybrid financing structures
  • Model cap table, dilution, and ownership outcomes
  • Craft investor narratives for pitches, memos, and diligence
  • Support investor Q&A, follow-ups, and negotiation workflows

Transactions & Corporate Development

Navigate M&A, exits, and strategic deals with precision.

  • Build buy-side and sell-side financial and valuation models
  • Conduct synergy, returns, and accretion/dilution analysis
  • Evaluate deal structures, terms, and capital allocation impacts
  • Prepare financial materials for diligence and strategic reviews
  • Guide scenario-based negotiation and process decision-making
  • Support integration planning for post-acquisition execution

Financial Intelligence & Board Reporting

Turn data into clarity, confidence, and credible storytelling.

  • Create institutional-grade dashboards for operators and investors
  • Produce monthly performance packs tailored to board expectations
  • Run actuals vs plan analysis with clear, actionable commentary
  • Define KPIs, metrics, and reporting standards across teams
  • Prepare board materials and support CEO-level communication
  • Provide ongoing visibility into performance, risks, and priorities

A proven approach to financial transformation

01

Strategic Assessment

Deep dive into your financial operations to surface gaps, risks, and opportunities that matter most.

02

Architecture Design

Build institutional-grade systems tailored to your company's trajectory and investor expectations.

03

Execution & Partnership

Operate with confidence. Implement what works, stay aligned with investor expectations, and partner through fundraising, growth, and exit.

TA Advisory Founder

You need a trusted partner who's been in the seat.

From multi-billion-dollar deals at Goldman Sachs to launching new business lines at Forbes, over the past 15 years I've led M&A, scaled venture-backed startups, built and run FP&A, raised equity and debt, and guided companies through IPO prep. Most importantly, I've helped CEOs make high-stakes decisions under pressure.

This is operator-led strategic finance advisory built for impact and execution, not outsourced spreadsheets or bookkeeping.

I work 1-on-1 with:
✓ Founders scaling past product-market fit
✓ Owners optimizing for profitability or sale
✓ CEOs navigating complexity and growth

Schedule a complimentary call to discuss your goals

If you are ready to elevate your financial strategy, I'll help you assess your financial operations, identify strategic opportunities, and determine if we're the right fit.