I partner with real estate operators, ecommerce founders, and commodity businesses as their Fractional CFO — bringing institutional-grade forecasting, valuations, and financial strategy to companies that are ready to scale.
Your business is growing. Your financial visibility isn't keeping up.
Most operators at your stage are making major decisions — hiring, investing, raising capital — with incomplete numbers and no senior finance voice in the room.You don't need a full-time CFO. You need the right financial partner, at the right time, for the right scope.
What I Do:
Three engagement levels built around where your business is today.
Financial Clarity
Monthly financial reporting & commentary
13-week rolling cash flow forecast
Budget vs. actual variance analysis
Initial business valuation & financial health assessment
Ideal for solo operators & early-stage businesses ($500K–$1M)
Growth Partner
From $3,500 / month
Everything in Tier 1, plus automated KPI dashboard, annual budget & 3-year financial model, and business or asset valuation.Ideal for small businesses $500k–$5M
Fractional CFO
From $6,000 / month
Everything in Tier 2, plus investor reporting, strategic financial planning, scenario modeling, and automated reporting tools.Ideal for operators $5M and up
LET'S TALK
Most conversations start with one question: do you have clarity on where your business is financially headed over the next 90 days?If the answer is no — book a free 20-minute call or send me a message below.
ABOUT
I bring 6 years of corporate FP&A experience across real estate, financial services, commodities, and hospitality — industries where the numbers are complex, the margins matter, and the decisions are real.Unlike traditional consultants, I combine deep financial modeling expertise with a technical background in Python and data automation — so I don't just produce reports, I build the systems that make them run themselves.I hold the FMVA certification from the Corporate Finance Institute (CFI), along with CFI certifications in real estate and ecommerce valuations.
The Industries I Serve
Ecommerce & Startups
Ecommerce businesses preparing for fundraising, acquisition, or seller financing. Business valuations, 3-statement models, and financial infrastructure builds.
Real Estate and Hospitality
STR and Airbnb operators, boutique hotels, RE syndicators, and family offices. Cash flow modeling, waterfall distributions, investor reporting, and acquisition analysis.
Financial Services
Financial Services
Independent RIAs, lending companies, boutique funds, and insurance MGAs. FP&A support, regulatory reporting, and financial infrastructure builds.