Customized Financial Solutions to Achieve Your Business Goals

Insightful, adaptable, skilled

Build FP&A infrastructure

Growing companies require formalized yet flexible financial planning to support business goals and accommodate their agility. I can help you along the way.

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Optimization, streamlining & automation

Improve FP&A function

I streamline cumbersome financial processes, reducing monthly financial reporting time and empowering employees to concentrate on more valuable tasks—all while enhancing analysis and insights.

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Business process improvement

Create and enhance key business processes

With my actionable insights you can enhance key business processes, such as sales and accounting, to help drive efficiency and maximize your business potential.

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Sales

Maximize sales performance with the creation of realistic and trackable sales forecasts and the integration of quantitative rigor into sales negotiations.

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Accounting

Improve your monthly close process with targeted automation, delivering increased detail and reduced errors.

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Executive Management

Maximize your business outcomes with expert analysis, financial governance, and vendor negotiation.

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what they say

Chris was a key and highly valued member of our finance team demonstrating forward looking acumen and driving cross functional improvement efforts. With the Company needing to significantly improve its financial forecasting, Chris took the initiative to drive efforts in creating an in-depth, precise, holistic budget process that allowed for better financial visibility and clear understanding of financial performance. He worked effectively in a cross functional manner to find efficiencies and remove redundancies in the Company’s monthly close process, saving a full day of collective Accounting team time. In another cross-functional effort, Chris developed a new internal sales forecasting methodology along with a user-friendly dashboard that was more precise and gave clear insight into the sales pipeline, helping to drive efforts in the sales organization.

Don Klein

CFO at Spruce Power

what they say

I had the pleasure of working with Chris for several years and highly recommend him. He was easy to work with, highly accountable and his communication/presentation style to senior leaders was great. He was precise and to the point with all the details available if requested. Chris was a trusted and valued partner. If a number came from Chris, I knew I could trust it.

Julie Sheer

VP at CVS Health

what they say

Chris is the most diligent person I've ever worked with. Additionally, I had complete trust in his judgment and intelligence in the myriad projects we worked on together. He's an exceptionally kind person and a very diplomatic and wise team member. He has a lot of great qualities--initiative, enthusiasm, integrity--that don't necessarily come across on a resume.

Kevin Feltes

CEO at Financial Data Exchange

FP&A solutions
for business

Build FP&A infrastructure

Improve FP&A function

Create and enhance key business processes

Get your business on the path to financial success

FP&A solutionsfor business

Build FP&A infrastructure

Improve FP&A function

Create and enhance key business processes

Get your business on the path to financial success

FP&A solutions
for business