With over 20 years of cross-functional leadership, I help companies move from operational chaos to strategic clarity. As the Founder of Elementum Insights, I serve as a fractional executive—supporting startups and scaling organizations through finance, HR, operations, and most critically, integration.
Whether preparing for an acquisition or stabilizing after one, I guide companies through the operational, cultural, and financial transitions that make or break post-deal success. From building due diligence-ready systems to embedding within teams for post-close execution, I bridge strategy with on-the-ground action.
I’ve led enterprise-level transformations, scaled internal infrastructure, and built entire departments to support growth and change. My approach combines the strategic vision of a C-level leader with the empathy and execution of a founder who’s been in the trenches.
📊 Key Strengths & Expertise:
✔ Financial Planning & Analysis (FP&A) – Building data-driven financial strategies that drive profitability
✔ M&A & Post-Acquisition Integration – Aligning financial and operational processes to maximize efficiency
✔ ERP & Systems Implementation – Optimizing financial systems (NetSuite, SAP, QuickBooks to enterprise solutions)
✔ Process Improvement & Cost Optimization – Leading initiatives that cut costs and improve efficiency by 20-30%
✔ Corporate Governance & Compliance – Ensuring financial integrity through GAAP, SEC, compliance
✔ Leadership & Cross-Functional Alignment – Managing teams across finance, HR, and operations to drive strategic execution
I am passionate about building financial and operational structures that scale, ensuring companies are financially sound, operationally efficient, and strategically positioned for growth.
How I Can Help
✔ For CEOs & Founders: Need a strategic finance & operations partner to help scale your business and align financial processes with growth? I help optimize cash flow, forecast accurately, and implement scalable financial operations that support expansion.
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