Selected work
Playbooks with working models
Reporting operating model
Cut reporting upkeep without losing what matters
How to find what reporting really costs, decide which reports stay, and keep the count from growing back. Includes an interactive calculator, an 80-report worked example and a free Excel scorecard.
More on the way: driver-based forecasting, business cases and Power BI dashboards.
About
Experience
I'm a finance and strategy professional with experience across FP&A, corporate development and reporting leadership. I spent more than a decade in FP&A supporting an alternative investments platform: budgeting, forecasting, new-fund business cases and acquisition analysis. More recently I led reporting and analytics teams, partnering with business leaders on priorities and building reporting people rely on.
I'm open to senior FP&A, strategic finance and analytics roles. I also take on select projects.