Can we trust the close?
I rebuild reconciliations, journal entries, AP/AR, payroll accounting, revenue, inventory/COGS, workpapers, and review so leaders know what is supported and what remains open.
Controller | Strategic Finance | Finance Systems
Finance for the decisions that change what happens next.
The close, cash forecast, operating model, and reporting cadence are useful only when they make the tradeoffs clear before a company commits. At Digital Infrastructure Inc. (DBA: DIMO), that meant reducing close from 18-20 days to 3-5 and supporting about $19M of fundraising work.
Understand the tradeoff
Trace the number
Decide before committing
Tax work that became liquidity
I personally led and prepared the R&D tax credit filing and completed the VAT recovery work. The status of each amount is kept explicit so expected cash is not confused with credits that reduce future taxes.
Expected cash collection
>$120K
R&D credit cash expected to be collected; the filing is complete and collection remains pending.
Available tax offset
~$200K
R&D credits available and being applied to reduce taxes.
Completed recovery
EUR 102K
Overpaid VAT recovered after the reconciliation and recovery process was completed.
Direct ownership
Eligibility support, source reconciliation, filing preparation, recovery tracking, and completion were carried inside the finance function.
Read the sanitized case note
The questions I help answer
My strongest work sits where accounting, forward-looking finance, and operating data have to produce one clear decision.
If we do this, what changes next?
I connect cash, runway, driver-based forecasts, headcount, SaaS and unit economics, board reporting, and fundraising so the tradeoffs are visible before a commitment.
Which source is right?
I connect accounting systems, BigQuery, Fivetran, Looker, Metabase, SQL, and Python so the answer ties back to a source someone else can trace.
Selected work
Three short, sanitized work samples show how I diagnose the problem, verify the numbers, and make the next decision clearer.
Monthly Close Rebuild
Ownership, reconciliations, evidence, and review for a faster, controlled close.
Runway, Burn, and Cash Visibility
A driver-based view built for weekly cash and operating decisions.
Finance Data Stack Architecture
A source-to-report design connecting accounting, operations, controls, and BI.
Concrete
Each sample starts with a real finance problem and a usable operating output.
Sanitized
Company records, credentials, payroll, customer data, and transaction detail stay private.
Explainable
I can walk through assumptions, controls, decisions, and limits in an interview.
Dashboards
Two reporting surfaces from my work. They show how I turn sales and protocol data into clear, usable views rather than static analysis.
Dashboard screenshot + source link
Looker Studio Sales Dashboard
A reporting surface for sales performance, trends, and operating visibility. Google may request access when the source link opens.
Public dashboard
DIMO Protocol Metrics on Dune
A public on-chain reporting surface for protocol activity and ecosystem metrics.
Deeper systems work
These case studies show what happens behind the reporting layer: how I reconstruct the source, control the close, and keep human judgment visible.
Controller Review & Close Control
An anonymized case on turning incomplete finance records into a clear close position, a controlled action package, and a repeatable process.
Read the case studyFinanceOps Warehouse
A client-isolated system that turns provider data into canonical facts, close controls, work queues, and traceable evidence.
Read the case studyClose Operations Platform
Missing-bill detection, explainable GL coding review, and owner-statement workflow on one client-scoped stack.
Read the case studyFinance Diagnostic
A practical entry plan for stabilizing cash, close, reporting, and decision cadence in a lean company.
Open the diagnosticChoose the role lane
Every version uses the same chronology and evidence. The difference is which work appears first.
Senior Controller
Close, reconciliations, controls, workpapers, and audit/tax readiness.
Strategic Finance / FP&A
Cash, forecasting, SaaS metrics, scenarios, and executive decisions.
Finance Systems / FP&A
Accounting systems, SQL, BI, reporting workflows, and finance transformation.
Specialized versions
Proof standard
I use the same standard here that I use in finance work: make the source, scope, and limits clear.
01
Claims stay traceable
Public outcomes connect to sanitized artifacts, tested systems, or source records.
02
Private data stays private
Raw company records and identifying transaction details are excluded or redacted.
03
Limits stay visible
Work samples distinguish verified results, operating methods, and illustrative presentation.
Contact
If you need finance that helps answer what happens next, email me or connect on LinkedIn.