At Third Road Management, I build executive decision-support systems, AI-enabled reporting automation, and scalable FP&A packages for fractional CFO clients. My tools have reduced reporting workflows from hours to seconds and lowered reporting effort by up to 80% across 10–20 client engagements.
I've advised corporate clients, investors, founders, and legal stakeholders on 90+ strategic finance engagements representing more than $2 billion in aggregate asset value. My work spans forecasting, valuation, capital raises, transaction advisory, pricing, profitability, due diligence, and strategic planning across technology, biotech, medical device, automotive, and emerging-technology businesses.
I bring an engineering foundation to finance, combining Power BI, SQL, Python, automation, and operational planning to help leaders make better decisions about growth, capital, talent, and performance.
