Consulting Packages
Fractional Controller/CFO, Strategic Finance, & Logistics Management Consultant
Financial leadership for companies seeking structure, clarity, and performance improvement.
I provide fractional Controller/CFO support and strategic financial guidance to organizations in logistics, manufacturing, professional services, and broader business sectors. My work helps companies improve profitability, strengthen operational performance, and establish disciplined financial practices that scale.
Financial Strategy Essentials
Scalable financial leadership for growing and multi-entity organizations.
I deliver the foundational financial structure and executive oversight needed to strengthen decision-making, improve visibility, and support growth across industries.
Services include:
Fractional Controller/CFO leadership
Cash-flow strategy
Treasury optimization and working-capital management
Financial reporting, forecasting, and internal controls
Multi-entity and multinational accounting oversight
Executive-level financial analysis and strategic support
Operational Finance Optimization
Profitability clarity at the product, customer, region, or shipment level.
I help organizations—whether logistics, manufacturing, or multi-site operations—uncover true profitability, correct system inaccuracies, and build reliable operational finance practices.
Services include:
Margin and profitability analysis by product, customer, service line, or shipment
Customer and mode profitability reporting
Operational margin leakage identification and correction
Cost accuracy across freight, suppliers, and internal operations
ERP/TMS/operational system audits to validate financial integrity
Validation of WIP, accruals, and revenue recognition
Development of KPIs, dashboards, and performance reporting
Global Finance Transformation & Strategy Partner
Aligning people, processes, and systems into a cohesive, high-performance model.
I support multinational businesses through large-scale financial transformation—ensuring systems, processes, and teams are aligned for efficiency and scalable growth.
Services include:
Global Business Services (GBS) and shared-services strategy
Cross-border financial integration (U.S., LATAM, and multi-region)
End-to-end process standardization and governance
ERP implementation, integrations, and post–go-live stabilization
Alignment of ERP/TMS systems for accurate financial and operational data
Workflow redesign, data governance, and performance reporting
Strategic guidance for scaling global operations