Case Studies
Real growth doesn’t happen by accident — it happens with clarity, structure, and disciplined execution. Below are examples of how I’ve partnered with founder-led teams to bring order to complexity, strengthen financial visibility, and build systems that support sustainable growth. Each engagement reflects a tailored approach grounded in strategy, collaboration, and long-term value creation.
90-Day Sprint with a Series B, venture-backed healthcare technology company, the work focused on strengthening financial planning and reporting infrastructure during a critical annual planning cycle. Key initiatives included development of the 2026 budget framework, creation of financial modeling and variance analysis tools, and redesign of board reporting materials. As the scope expanded across planning and reporting initiatives, the engagement was extended to complete the planning cycle and transition these systems to the internal finance team.
Engaged for a 12-week project to support due diligence at a Series C, venture-backed organization preparing for acquisition, the work provided critical financial and operational execution support under tight timelines. Following the successful acquisition by a publicly traded company, the engagement extended to eight months to support FP&A system integration, streamline reporting processes, and establish cross-functional forecasting frameworks adopted across the broader organization.
