Expert Financial Advisory:
Operations, Controls & Automation
Results-driven expertise transforming financial operations through reporting, close processes, controls, automation, and strategic leadership.
Why Work With Us
We bring extensive hands-on experience in financial reporting, revenue accounting, month-end close, reconciliations, audit support, and process optimization to help organizations achieve efficiency, accuracy, and compliance with Generally Accepted Accounting Principles (GAAP) as the standard.
Proven in Complex Financial Operations
Extensive experience across public, private, and PE-backed organizations in financial reporting, month-end close, revenue accounting, reconciliations, SOX controls, and audit support — all grounded in Generally Accepted Accounting Principles (GAAP) as the standard.
Expertise in Automation & Controls
Transforming manual, time-intensive processes into automated, scalable workflows using SQL, Power Query, Power BI, and modern ERP tools. Six Sigma Green Belt–certified (Optum), with Black Belt certification in progress — applying structured improvement methods to strengthen controls and elevate efficiency.
Clear and Actionable Outcomes
We don’t just analyze — we partner cross-functionally with revenue, FP&A, and operations to deliver practical recommendations, measurable efficiency gains, and team leadership that drive confident decisions.
Results That Speak for Themselves
Measurable impact from transforming financial operations, automating processes, and strengthening controls across organizations.
Month-End Close Acceleration
Challenge: A multi-location healthcare provider with 8 facilities was stuck with a 25-day close cycle, draining the team and delaying critical board reporting.
Approach: We standardized processes across locations and implemented targeted automation for reconciliations and close workflows using SQL, Power Query, and existing tools.
Results: Close cycle reduced to just 5 business days, saving over 160 team-hours per month and enabling faster, more confident decisions. A true game-changer for the entire finance team.
Reconciliation Automation
Challenge: A PE-backed technology company was spending 6 hours per month per person on manual reconciliations, creating bottlenecks and accuracy issues as the team scaled.
Approach: We designed custom SQL and Power Query automation for monthly data pipelines and refreshes, integrating with their existing systems.
Results: Reconciliation time cut to under 15 minutes with dramatically improved accuracy and zero manual errors. Massive time savings allowed the team to focus on analysis instead of data entry.
Finance Function Build & Automation
Challenge: A manufacturing and distribution firm needed to build AP/AR departments from the ground up while manual long-term contract workflows were consuming hours every week.
Approach: We built the departments from scratch and automated the contract workflows using Salesforce and custom tools, while implementing standardized controls and procedures.
Results: Saved the team hours every week, established scalable operations across multiple locations, and provided leadership with clear visibility for the first time.
Client Testimonials
Leaders share how our expertise in operations, controls, and automation has delivered results above the rest.
Michael helped us reduce our month-end close cycle from 25 days to just 5 business days through process standardization and automation. A true game-changer for our entire finance team.
By designing SQL and Power Query automation, our monthly reconciliations went from taking 6 hours to under 15 minutes. Massive time savings and dramatically improved accuracy.
Developed and led accounting teams, implementing standardized controls and procedures that supported scalable operations across multiple locations.
Our Services
Our flagship services focus on operations, controls, and automation — the core of our expertise. We specialize in month-end close and financial reporting, process automation and finance transformation, SOX controls and audit support, and finance function transformation and leadership. For our complete range of services, see the full list.
Month-End Close & Financial Reporting
Streamlined close processes, reconciliations, variance analysis, and high-quality reporting.
SOX Controls & Audit Support
Implementation of SOX controls, audit readiness, and resolution of external inquiries.
Process Automation & Finance Transformation
Automation of manual workflows using SQL, Power Query, Power BI, and ERP tools for scalable operations.
Finance Function Transformation & Leadership
Modernizing finance teams and operations through automation, controls, and strategic leadership.
Frequently Asked Questions
Answers to common questions about my advisory services, approach, and how we can work together.
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Ready to Get Started?
Whether you're facing a complex challenge or planning your next strategic move, we're here to help you move forward with clarity. Recent clients cut close cycles 80% and reconciliations by 95%.
Or call us directly at (747) 370-9393