What Does a Fractional Financial Systems Consultant Do?

Think of it like having an experienced Head of Financial Systems—on-demand.

We help finance teams scale their systems and processes without the overhead of a full-time hire. From optimizing NetSuite to connecting your financial tech stack, I work hands-on to reduce close time, automate reporting, and ensure you're audit- and IPO-ready.

We bridge the gap between Finance, Systems, and Strategy—bringing a unique blend of ERP expertise, cross-functional leadership, and scalable process design.

Ideal For

- Pre-IPO or PE-backed companies scaling rapidly

- Lean finance teams struggling with manual processes

- Startups needing mature systems without the overhead

Services Overview

NetSuite Optimization & Automation

- Saved searches, custom reports, dashboards

- Workflow automations & approval routing

- Month-end close process tuning

Financial Systems Architecture

- Selecting the right tools (AP, T&E, FP&A, etc.)

- Integrations & API workflows

- Scalable process design for audit & controls

On-Demand Advisory

- Fractional Systems Lead support

- Implementation oversight

- Vendor assessments and RFP support