Services · Financial Operations

Close on time. Ship packs leadership reads.

I tighten the close, rebuild the board pack, and put owners on the calendar — so finance stops being a fire drill and starts being a rhythm the company can run.

Where this helps

  • Faster close

    Cut the days. Clean the reconciling items. Get reports out while the decisions still matter.

  • Board packs that work

    Consistent narrative plus numbers — decision-oriented, not a data dump.

  • Controls that fit stage

    Right-sized controls and auditor-friendly documentation — without enterprise theater.

  • Systems that fit

    ERP, FP&A, and expense choices sized for a life sciences company, not a Fortune 500.

  • Cash & payables

    Cash forecasting, vendor payment discipline, and grant or receivable hygiene.

  • Diligence-ready

    Data rooms and process that survive investor or acquirer scrutiny.

How we work

Hands-on, not board decks

  1. 1

    Diagnose the current close, systems, and reporting gaps with your team.

  2. 2

    Prioritize the few changes that unlock the most clarity soon.

  3. 3

    Implement hands-on — templates, calendars, owners, and tool tweaks.

  4. 4

    Document and coach so the rhythm survives when I'm not in the room.

What you walk away with

  • Predictable close calendar
  • Board pack template and cadence
  • Clearer ownership across finance ops
  • Stronger diligence posture

How delivery stays lean

Experienced offshore accountants on your clock

I work with a team of highly experienced offshore accountants who keep G&A costs low — so more of your dollars can go to R&D — and who work in your timezone so decisions do not stall overnight.