I spent over a decade inside Big Four audit, transaction services, and technical accounting - running the kind of work PE sponsors, IPO candidates and public registrants pay six figures a quarter for. AI-native by design, I rebuilt that same machinery for professional services and SaaS companies in the $2M-$20M range.
Three Big-Four-tier firms. Four post-CPA designations. Real numbers from real engagements - capital markets, transactions, FX, and operational close cycles I have personally executed against.
Book a working sessionPwC - BDO - Leading global advisory
Experience 13+ yrs
CPA - Massachusetts Active 2013
FMVA - Financial Modeling and Valuation Analyst CFI
CMSA - Capital Markets and Securities Analyst CFI
CBCA - Commercial Banking and Credit Analyst CFI
FPWM - Financial Planning and Wealth Management CFI
MBA - Accounting, SUNY Oswego -
I do not lead with logos because most of my career has been NDA-bound deal work. The numbers below are what those engagements actually moved. See the case studies →
$2B+
M and A transactions supported 100+
Client revenue managed $700M+
Annualized FX savings delivered $50M+
Month-end close re-engineered 20 to 5 days
AI workflows in production Python - automations - dashboards