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Here to serve, here to help — building the financial backbone startups scale on. Investor-grade models, CRMs, and revenue tools, delivered with clarity.
Lover of Excel, hot dogs, chocky milk, good music, and weekend golf. Creator of shenanigans. Seriously not serious — escaping the rat race the sloth way. High BMI, high vibes.
CAREER HISTORY
Mar 2024 – Present
Hybrid
May 2023 – Mar 2024
Remote
Promoted to VP of Finance after leading finance transformation
May 2017 – May 2023
Remote
Left to join a high-growth tech company (Origin AI)
Oct 2018 – Jun 2021
Hybrid
Promoted after strong performance in reporting automation
May 2017 – Oct 2018
Hybrid
Promoted after strong performance in reporting automation
// CAPABILITIES
From dashboards to VBA automation, I build Excel systems that work like apps — fast, reliable, and actually enjoyable to use.
Problem: Teams were drowning in static reports and manually updated spreadsheets.
Solution: Built automated dashboards using Power Query and pivot logic with dynamic filters, clean layouts, and automated refresh cycles for clear, live insights.
Problem: Operators were stuck copy-pasting data between sheets and systems daily.
Solution: Developed VBA macros that connect multiple files, automate repetitive tasks, and produce ready-to-send reports in seconds — saving hours each week.
Problem: Analysts needed unified views of data coming from multiple tools and CSV exports.
Solution: Created structured workbooks that automatically import, clean, and consolidate data — turning Excel into a lightweight operations hub.
TOOLKIT & EXPERTISE
I blend strategic finance, systems thinking, and technical execution. These are the tools I use to turn messy data and ideas into clear, working systems.
Translating numbers into narratives that drive action. I specialize in building clarity around cash, growth, and risk — helping operators see what’s next, not just what happened.
Excel isn’t a spreadsheet — it’s a platform. I design fast, durable, and intuitive models with automation, dashboards, and structure that scale with your business.
When off-the-shelf tools don’t cut it, I build my own. From live investor dashboards to workflow integrations, I connect data to decisions through code and design.
Finance doesn’t matter if no one understands it. I focus on clear translation — aligning founders, investors, and operators through data, storytelling, and decision logic.
GET IN TOUCH
I’m always open to hearing from thoughtful people — whether you’re reaching out about a collaboration, opportunity, or something else entirely.
I don’t share my direct email or phone publicly, but you can use this form and I’ll follow up if it aligns.