Empower your finance team to lead with data.
I help finance and accounting professionals take control of their data, reduce dependence on other data providers, and build the foundation they need to thrive in an AI-driven future.
Get in touchODP Principles
How we work
Taking ownership of your data starts with understanding it.
You can’t trust what you don’t understand. Every engagement begins with making your data, your processes, and your systems legible to the people who use them every day.
Your team shouldn’t have to wait on IT to get answers.
Finance moves faster than ticket queues. When your team can answer their own questions, decisions happen at the speed of the business, not the speed of the backlog.
Data fluency is no longer just for analysts.
Modern tools have lowered the technical barrier. Anyone on your finance team can become a confident data user with the right foundation, training, and structure.
Capability outlasts deliverables.
Dashboards age. Reports get replaced. The skills, structure, and judgment your team builds during an engagement are what continue to compound long after the work ends.
What I Do
Services
Process Mapping & Workflow Documentation
Document how work actually flows through your organization. I work directly with your finance team, from leadership to individual contributors, to map real workflows and surface what’s hidden.
Data Architecture & Model Design
Design the data layer that makes analysis possible. I work with your team to define entities, relationships, and source-of-truth structures that align with how your business actually operates, not retrofitted to a generic template.
Business Intelligence Reporting
Turn structured data into dashboards and reports your finance team actually uses. I build BI solutions in tools your team already has access to, with training included so the work stays useful long after the engagement ends.
Data & Business Intelligence Enablement
The gap between a working dashboard and a team that can maintain it is training. I run structured enablement sessions that build genuine, lasting capability, not dependency on an outside consultant.
Ongoing Advisory Retainer
Ongoing access to strategic guidance as your data needs evolve. Regular check-ins, ad hoc questions, and support for new initiatives, without the overhead of scoping a new engagement every time.
Ready to take the first step?
Get in touchAbout
Who I Work With
I help finance and accounting teams take ownership of their data. Through process mapping, structural design, and hands-on enablement, I build the foundation finance and accounting professionals need to analyze their own work, answer their own questions, and reduce their reliance on outside support.
Enablement is at the core of every engagement. Rather than building solutions you depend on me to maintain, I focus on training your team to understand, extend, and evolve the work themselves. The goal is lasting capability, not lasting dependency.
I work with finance and accounting teams at small and mid-size organizations who have outgrown their current data practices but aren’t ready for a full-time data hire. These teams often have strong domain expertise and a clear sense of what they want to know. They just lack the structure to get there reliably.
My background is in the intersection of finance operations and data systems. I’ve seen how much time gets lost to manual work, undocumented processes, and reports that nobody fully trusts. Every engagement starts by closing that gap.
Get in Touch
Let’s talk about your data.
If you’re not sure where to start, that’s fine. That’s usually where the most useful conversations begin.
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