Services

$280 / month

I help CFOs and controllers confidently lead AI-powered transformation across their organizations.

2 calls per month (30min/call)

Unlimited Q&A via chat

Expect responses in 2 days

Hands-on support

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About

I help CFOs, controllers, and finance leaders redesign how their organizations work by bringing GenAI into the core of accounting operations — with a clear focus on measurable business outcomes.

My work centers on advising and building enterprise-grade Accounting + AI solutions, including:

• AI Agents that detect anomalies proactively and reduce surprises at close
• Predictive workflows that shorten the close cycle
• Intelligent automation that eliminates manual reconciliations and strengthens controls

I combine deep finance domain expertise with AI product strategy and architecture. In recent years, I’ve partnered with global finance organizations to:

• Stand up production-ready GenAI solutions across complex, multi-ledger environments
• Build AI-ready accounting teams — enabling accountants to design agents and workflows themselves
• Develop modernization roadmaps aligned to risk, compliance, and value realization

➡️ A recent milestone: the GenAI accounting product I helped build was presented at AWS re:Invent 2025 in the External CFO Forum, highlighting how agentic AI can transform reconciliation research, close acceleration, and anomaly detection at Fortune-scale.

Today, I focus on advisory and consulting engagements where leaders need:

✓ clarity on where GenAI creates real value vs hype
✓ guidance on agent strategy, architecture, and governance
✓ help turning pilots into scalable, controlled enterprise platforms
✓ workforce enablement — taking teams from curiosity to AI-confident builders

I believe the future of finance is agent-native — humans making judgment calls and setting policy, while AI agents continuously monitor, explain, and take action across workflows. My goal is to help organizations cross that bridge safely, responsibly, and at scale.

👉 If you’re exploring AI agents in accounting, anomaly detection, predictive accounting, or building an AI-ready finance organization, I’d be happy to connect.

📚 My science paper on Amazon Science: https://www.amazon.science/publications/building-analyst-like-agents-a-self-improving-multi-agent-framework-for-financial-reasoning-in-the-enterprise