Numbers your board can bet on.
For 20+ years I've built the reporting, controls, and teams that boards, regulators, and auditors rely on, at institutions from $1B to $18B+ in assets.
Two decades, by the figures.
Proof on the balance sheet.
- NOWVP Controller, Commercial Bank
Owning the close, regulatory reporting, and the board package for a $4.97B balance sheet.
- CUChange maker
Led credit union finance teams through major strategic change, and the reporting never missed a beat.
- ALMStress tested
Capital, liquidity, and rate-risk programs that stand up to examiners, at institutions from $1B to $18B+.
- ALCOBoard-level reporting
Financial reporting boards actually use: trustworthy, repeatable, and built for decisions.
One executive. Five disciplines.
- REGRegulatory reporting
Call reports, stress testing, and examiner-ready filings, on time every cycle.
- GAAPGAAP & audit readiness
A close that's clean, documented, and repeatable.
- ALMALM & stress testing
Rate risk, liquidity, and capital modeled before they become surprises.
- BRDBoard & ALCO communication
Packages that turn raw numbers into decisions, built for directors.
- AIData, AI & automation
Python, analytics, and AI applied to finance operations.
Explore achievements.
Cost Savings ↗$8MM+ surfacedReserve release, recurring savings, and a revenue leak recovered by reconciling interchange line by line.
Acquisition & Integration ↗$1.7B+ volumeA 300+ agent, 8-office brokerage taken from diligence to consolidated statements.
Investment Performance Dashboard ↗Python · Schwab APIMonthly returns benchmarked to SPY and QQQ, options income to the dollar, four account types in one view.
Learn Money. Earn a Future. ↗Ages 14–25A gamified platform where challenges and streaks pay out real money toward a future.
What you get.
- 01Numbers people trust
- 02Both sides of the industry
Commercial banks and credit unions.
- 03Examiner-ready by default
- 04Old-school discipline, new-school tooling
- 05Performance driven
Writing on work and money.
One Second Investment ↗LinkedInAI Transforming the Workspace: Why the Tool is the New Catalyst for Talent ↗LinkedInThe Stagnation Trap: How I Increased My Earnings (And How You Can Too) ↗LinkedInKids are picking the wrong careers, and it's all our fault. ↗LinkedInHave a seat to fill? Let's talk.
The fastest way to reach me is LinkedIn. For CFO, Controller, or board and advisory roles, the contact form comes straight to me.