Growth-Focused Fractional CFO & Financial Consultant

Professional, collaborative, fractional, interim and strategic finance services for dynamic fast growth and mid-market companies, including founder-owned, VC-backed and private equity portfolio companies.

Based in the San Francisco Bay Area, I have particular expertise in working with SaaS, technology, consumer and services businesses, and support clients across the US and internationally.

Strategic finance expertise to support your company's growth

Benefit from growth-focused expertise to supplement your internal team when your company is in transition or you're not quite ready for the commitment (or cost) of a full-time CFO, strategic finance or FP&A function.

Where I come in

Every company and situation is different and these are just a few examples.

M&A Transactions

Your company needs help preparing for a fundraising investment, acquisition, carve-out or exit.

Accelerate Growth

Your startup or growth company is raising (or just raised) VC or Private Equity funding.

Finance Strategy

You need fractional or interim CFO support for forecasting, FP&A projects or M&A activity.

About me

Located in the San Francisco Bay Area, I am a corporate finance specialist with over 18 years of expertise. I have particular experience working with SaaS, technology, consumer, and services companies.

My background is in financial planning and analysis, strategic finance and financial due diligence for entrepreneurial mid-market companies, from venture capital and private equity-backed growth companies to dynamic, more established domestic and international groups. In roles at large accounting firms including KPMG, Grant Thornton and BDO, I’ve advised hundreds of clients going through periods of change, including acquisitions, fundraising, divestments and exits.

My style is friendly and approachable and I’m passionate about helping dynamic entrepreneurial businesses achieve their goals. I work with companies locally, across the US and internationally. Get in touch with your project needs.

A keen runner and outdoor sports enthusiast, you can find me trail running, hiking and mountain biking in the incredible open spaces of the San Francisco Bay Area. I’m also the co-founder of outdoor gear reviews site trailandkale.com, an online publisher focused on empowering our readers to maximize quality time outdoors, be active and live a healthy, balanced, lifestyle.

Let's grow your business together.

Send me a message with your project details, and contact information and I’ll get back to you soon!