Real Results.
Real Clients.
A representative look at how I decouple headcount from revenue growth. Over the last 20 years, I have executed hundreds of complex transactions and system migrations. This is just a small sample of the playbook. More case studies dropping soon.
Restoring Balance to a Fortune 300 Bank's Treasury
Uncovered and corrected a $472 million cross-application error in complex foreign exchange hedging activities, establishing stronger controls and a new reconciliation process.
PE-Backed Biotech Cuts Close Times by 80%
Led a full financial transformation — migrating from legacy systems to NetSuite — reducing the monthly close from 25 days to 5, and the quarterly close from 45 days to 10.
Navigating SEC Scrutiny: Securing a Global Biotech's Financial Future
Responded to a critical SEC comment letter on VIEs and AROs — resolving all regulatory comments in a single submission with zero follow-up questions, protecting the company's valuation and filing timeline.
Overcoming Financial Complexity on the Path to IPO
Resolved a backlog of critical U.S. GAAP issues — from embedded derivative valuations to equity misstatements — enabling a biotech to successfully file Form S-1 and complete a capital raise weeks ahead of a market downturn.
Driving Growth and Efficiency for a Leading SaaS Company
Automated the end-to-end order-to-cash process via Salesforce + Adobe Acrobat, eliminating 3–10 day contract delays, capturing 10–16% more revenue at signing, and freeing a full-time resource from manual reconciliation.
Five Filings. Ten Days. Zero Errors.
Restated three 10-Q and two 10-K filings with 100% accuracy inside a 10-day window — preventing regulatory penalties, protecting company valuation, and maintaining investor confidence during a critical period.
Streamlining Financial Reporting Through Automation
Deployed a precision document-comparison engine for a publicly traded financial services firm — cutting per-version review time from 20 hours to 5, avoiding a headcount addition, and giving the team their evenings back.
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