Work with me
I help investment teams and growth-stage companies build financial infrastructure that scales — reporting, automation, dashboards, and decision-ready models.
Engagement Guide
Select an engagement type to see outcomes and scope
Package
FP&A Partner (Retainer)
Timeline
Ongoing monthly engagement
Starting at
$4,500/mo
Sample Deliverables
- ✓Monthly reporting pack + KPI review
- ✓Forecasting model + scenario updates
- ✓Dashboard iteration + stakeholder alignment
- ✓Ad-hoc analysis with executive-ready outputs
FP&A Partner (Retainer)
Growth-stage companies needing ongoing financial leadership
Outcomes
- ✓Monthly reporting pack + KPI review
- ✓Forecasting model + scenario updates
- ✓Dashboard iteration + stakeholder alignment
- ✓Ad-hoc analysis with executive-ready outputs
Timeline
Ongoing monthly engagement
What I need
- • Access to accounting system and data sources
- • 30-min weekly sync with founder/CFO
Starting at $4,500/mo
Email meAutomation Sprint (2 weeks)
Teams drowning in manual spreadsheet work
Outcomes
- ✓One fully automated workflow (report, pipeline, or reconciliation)
- ✓Documentation and handoff for internal team
- ✓Estimated 10–20 hours/month saved
Timeline
2-week fixed engagement
What I need
- • Clear process to automate (we scope together)
- • Access to relevant systems and sample data
Starting at $3,500
Email meDashboard Build (Fixed fee)
Investment teams needing real-time portfolio visibility
Outcomes
- ✓Production-ready Tableau or Power BI dashboard
- ✓Connected to live data sources
- ✓Stakeholder training and iteration round included
Timeline
4–6 week delivery
What I need
- • Data sources identified and accessible
- • Key stakeholders available for requirements session
Starting at $8,000
Email meROI Estimator
Estimate payback period and annual return on engagement investment
4.4mo
Payback Period
170%
Annual ROI
$1.1K
Monthly Savings
Not sure which engagement fits?
Send a 3–5 sentence description of the workflow/problem — I'll reply with the cleanest scope + timeline.
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