Re: Your first Head of Finance
I build the financial systems that let ambitious teams move faster with confidence—combining the rigor of complex programs, the range of a finance-and-operations leader, and the urgency of a founder.
The goal is not more finance. It is better signal: early enough to change the outcome, clear enough to act on, and rigorous enough to stand up in the boardroom.
What this role owns
Revenue, hiring, runway, GTM efficiency, and unit economics in one decision model.
Evidence I bring
Built Revel’s FP&A infrastructure from zero—linking capacity, utilization, cash, and revenue—while the firm grew revenue 28% and headcount 30% year over year.
What this role owns
A long-range financial model, capital strategy, investor narrative, diligence process, and board-level financial communications.
Evidence I bring
Prepared executive operating reviews and business cases across multi-billion-dollar aerospace programs, translating complex cost and schedule signals into clear decisions.
What this role owns
Pricing, contract structures, deal economics, and defensible revenue recognition for the shift from PLG into enterprise sales.
Evidence I bring
Managed program revenue recognition under GAAP at Northrop Grumman and now advises founders on profitability, scenario planning, and buy-side M&A analysis.
What this role owns
Audit-ready financials by 2027, with internal controls, documentation, reporting infrastructure, and a dependable close.
Evidence I bring
Owned monthly and year-end close, tax strategy, reporting, and compliance at Revel; built automation at Raytheon that reclaimed 2.5+ hours per analyst each close cycle.
0–30
Reconcile the source data, map the current revenue engine, and build a driver-based model for runway, hiring, conversion, retention, and cash. Make one view the shared truth.
31–90
Install a fast monthly close, weekly cash and growth reviews, clear budget owners, and decision thresholds. Pressure-test enterprise pricing and contract economics with GTM.
3–6 mo
Turn the operating model into a capital plan and investor narrative. Build a diligence room before it is needed and give the board a concise view of bets, tradeoffs, and downside cases.
6–12 mo
Sequence controls, audit readiness, revenue recognition, tax, and the first finance hires around actual complexity—not ceremony. Prepare the function for enterprise and international growth.
A starting hypothesis · refined with the CEO and leadership team
28%
revenue growth supported at Revel
30%
year-over-year headcount growth enabled
2.5h+
saved per analyst, per close cycle
$B+
aerospace programs supported
Created a staffing and population planning model at Northrop Grumman that earned the Chairman’s Award for Innovation.
Co-founded and shipped Terminal Buddy on iOS, working from concept through launch with technical teams, airport authorities, vendors, and users.
Built a self-hosted AI lab and is completing Harvard’s Agentic AI Foundations certification—learning the systems shaping Wispr’s market.
Work product · 01
VAT exposure grows quietly. Controls have to keep pace.
I built this VAT Control Plane as a working reference architecture for a family-relocation business operating across multiple entities in Greece. It treats tax as a transaction-lifecycle problem, not a filing problem.
Products are classified by substance, rules are versioned and effective-dated, determinations are computed at the invoice line, and six approval gates make the control framework visible before any platform is replaced.
Work product · 02
Built for a clinical-research organization, this checklist turns the ASC 606 five-step model into a repeatable review: contract identification, performance obligations, transaction price, allocation, and recognition timing.
Each step carries its red flags, the evidence required to support the conclusion, and the substantive tests to run—so revenue review is consistent before the auditors arrive, not reconstructed after.
Work product · 03
Nineteen linked worksheets—pipeline, enrollment, revenue recognition, staffing, three statements, EBITDA normalization, scenarios, and automated integrity checks—across thirty-six monthly periods and four operating sites.
Built as transparent decision support, not bookkeeping: study-level revenue recognition, budget-to-actual bridges, and scenario tools for pricing, timing, footprint, and liquidity. Sanitized end to end—100% synthetic illustrative data.
2023 — now
Fractional Finance & Accounting
Financial models, cash-flow forecasts, close support, AI-enabled reporting, and scenario planning for biotech, professional services, and M&A clients.
2016 — now
Founder
Took Terminal Buddy from idea through feasibility, beta, and iOS release; led the technical team, product plan, and partner relationships.
2014 — 2023
Director of Finance & Operations
Built FP&A from scratch and led Finance, HR, and IT through sustained growth, reporting directly to the firm’s principals and executives.
2004 — 2014
Principal Analyst · Program Controls
Forecasting, revenue recognition, cost and schedule controls, executive reviews, and award-winning automation across complex aerospace programs.
My mother taught typing to high school students, and she made sure our family became fluent. I learned what a powerful interface the keyboard could be—and how much effort it asks from the person using it.
Wispr’s premise feels both ambitious and obvious: people should be able to express ideas at the speed they think. I want to build the financial engine that helps that interface earn the trust of millions.
One useful next conversation