Institutional Expertise. Individual Focus.

Specializing in complex financial modeling, IFRS/ASC compliance, and strategic FP&A for publicly traded institutions and high-growth commercial entities.

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Lease Optimization

$2.9M Saved

Designed ad hoc financial comparison models for a publicly traded institution with 40+ locations, achieving an 11.9% reduction in 5-year lease obligations.

Compliance

IFRS 16 / ASC 842

Led full-scale porting of an $800K/month lease portfolio into compliance. Implemented Visual Lease for executive-level ROU asset and liability reporting.

Governance

$5.9M CapEx

Architected financial frameworks and Chart of Accounts to align with rigorous internal controls and regulatory auditing requirements.

Advisory Tiers

Scalable financial leadership tailored to your organization's complexity.

Foundational

Infrastructure

Strategic Chart of Accounts Architecture
Cash-to-Accrual Method Transitions
Financial Statement Preparation (P&L, BS, Cash Flow)
Clean-up & System Audit Readiness

Strategic

Intelligence

Sensitivity & What-If Scenario Modeling
$5M+ CapEx Budget Management
Advanced FP&A & Performance Reporting
Investor Disbursement Waterfall Modeling

Institutional

Partnership

Regulatory Implementation: IFRS 16 / ASC 842
Lease Rationalization: Multi-million dollar cost-reduction models
Lease Management: ROU asset & liability reconciliation
Policy Governance: Record Retention & Internal Control development

Specialized Governance

Beyond traditional advisory, I provide the rigorous framework required for modern auditing standards. By implementing institutional-grade policies and software transitions, I ensure your financial reporting is not just accurate, but defensible at the executive level.