I help Founders and PE-backed CEOs bridge the gap between "messy data" and "strategic decisions."
As a CPA and Chicago Booth MBA candidate with 13+ years of financial leadership, I specialize in building "future-state" finance functions that are 80% automated. My methodology is proven across high-stakes environments, from Big 4 (PwC) to multi-billion dollar blue chips.
Key Career Highlights:
Portfolio Management: Spearheaded financial operations for a multi-billion ARR retail asset portfolio in Mainland China (Wharf), optimizing performance across thousands of retail points.
Margin Turnaround: Led a data transformation that drove gross margins to a multi-year peak of 46% for a global consumer goods manufacturer (The Cookware Company).
AI Transformation: I don't just build reports; I build systems. I leverage n8n, SQL, and LLMs to eliminate manual reporting friction and create real-time decision dashboards.
Call me to discuss:
12-Week Cash Flow Modeling: Knowing exactly when you'll hit a "Red Zone."
Unit Economics & Contribution Margin: Finding out which products or channels are actually burning cash.
Finance Automation: Reducing your team's manual data work by 80%.
Fundraising & Board Readiness: Building institutional-grade financial decks and data rooms.
Experience (Short Snippets for Clarity Fields)
Founder @ Axiom (Current): Providing AI-driven Fractional CFO services for global eCom and growth-stage SMEs.
FP&A Manager @ The Cookware Company: Optimized global B2B/DTC margins and stood up automated FP&A frameworks.
Assistant Manager @ Wharf China: Managed financial strategy and analysis for a multi-billion retail asset portfolio.
Senior Associate @ PwC: Led audit and advisory engagements for complex multinational entities.
.jpeg?1767089882)