Serial Acquirer

I have helped scale our organization through five targeted acquisitions in just three years.

    • Incomplete post-merger integration

    • Disparate data environment

    • Multiple ERP, CRM, CPM, and BI tools  in use

    • Decentralized and misaligned F&A teams across multiple BUs and subsidiaries

  • Our management team is unable to address simple diligence requests (e.g. we need help producing a streamlined

Understaffed Finance Team

I lead finance at a company where navigating a multi-layered, data-rich environment is critical to decision-making.

    • Insufficient systems

    • Large and unorganized data sets (ex: millions of rows of transactional data)

    • Management lacks the requisite skills to extract data and manipulate it

  • Our management team is unable to produce anticipated diligence analysis (e.g. we need to deliver an analysis of revenue/profitability by customer cohort)

Complex Data Environment

I manage finance at a company where the F&A team is currently running lean relative to our operational demands.

    • Management team has significant bandwidth constraints

    • F&A team is understaffed and struggling to keep up with their day-to-day activities

  • Our management team lacks the requisite bandwidth to tackle a transaction without the business being neglected (e.g. we need to stay focused on running the business itself)