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Corporate Finance Revenue Management Business Transformation Tech and AI Labor Cost Optimization

Recent Work

Hotel GOP Improvement Non-Profits FP&A for Hospitality FP&A for Startups Retail Private Equity

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Featured

Interactive Analysis
Operating performance analysis connecting pricing, profitability, workforce cost, cash flow, forecasts, and portfolio economics

Reports

Hotel GOP Margin Compression
Budget Sandbagging and Bad Targets
Red dart striking the bullseye of a target, representing budget sandbagging, conservative forecasting, and distorted financial targets that drive poor capital allocation.
Private Equity Depends on Operations
Private equity value creation depends on finance infrastructure to track operational performance

Corporate Finance Interviews

Co-founder of Bento
Vlad Bodea, Co-Founder and Board Member at Bento
CEO of Fulfil.com
Joe Spisak, Founder and CEO of Fulfill.com, for City Shift Finance

Blogs

FP&A for Venture-Backed Companies
FP&A for venture-backed companies showing financial planning and capital allocation across funding stages
FP&A for Equipment Rental
FP&A for equipment rental businesses showing fleet staging, asset utilization planning, and equipment transition management
FP&A for Private Equity Portfolio Companies
FP&A for private equity portfolio companies showing portfolio integration, EBITDA alignment, and capital structure across sponsor-backed businesses

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