Own client relationships and full accounting delivery for a portfolio of consumer packaged goods companies. Lead month-end close, financial reporting, trade promotion and inventory accounting, revenue recognition, COGS analysis, technical accounting, onboarding, and audit readiness. Direct Associates and Senior Associates, communicate insights to founders and investors, manage deadlines, and identify accounting or business issues proactively across multi-channel CPG operations.

Lead client relationships and accounting operations for a portfolio of startups: manage staff accountants, oversee month-end close and financial statements, support audits and due diligence, provide strategic financial analysis, and implement scalable accounting controls and systems.

Lead FP&A service delivery for multiple clients: manage analysts, build dashboards and assumptions-driven financial models, prepare monthly financial reports, run budgeting and forecasting, analyze unit economics and margins, collaborate with accounting, and perform ad-hoc analyses to support fundraising and strategic decisions.