Services

Military-grade financial leadership for businesses ready to scale

I bring 20 years of high-stakes financial leadership to growing businesses—from combat finance operations to CFO of a nuclear missile wing to PE-backed companies. Here's how I can help you scale.

Mergers & Acquisitions

What I bring: Led multiple acquisitions during my Air Force career and as CFO for a PE-backed MSP. I know due diligence, integration, and value creation—not just in theory, but from doing it when stakes were high.

How it helps you:

  • Thorough due diligence that uncovers hidden risks
  • Integration planning that minimizes disruption
  • Post-acquisition optimization to capture value fast
  • Experience on both sides (buy-side and sell-side)

Real example: Facilitated two acquisitions as CFO for Entech, driving $9M in growth during first year while integrating operations seamlessly.

Discuss your M&A needs →

Zero-Based Budgeting & Cost Optimization

What I bring: Led Zero Base Review for entire nuclear missile wing—saved $2.4M, defended $80M budget, secured $12M increase. This isn't about cutting costs blindly—it's strategic reallocation.

How it helps you:

  • Identify 10-20% waste in legacy spending
  • Justify every dollar with mission alignment
  • Reallocate savings to growth initiatives
  • Build budgets that scale with your business

Real example: Zero Base Review at Malmstrom AFB ($720M budget) identified $2.4M in savings while improving operational effectiveness.

Read the full story →

FP&A, Forecasting & Strategic Planning

What I bring: Built budgets and forecasts at every scale—from squadron-level to wing-level ($720M) to corporate environments. I use advanced analytics (Python, SQL, Monte Carlo simulations) to deliver insights that drive decisions.

How it helps you:

  • Real-time dashboards (PowerBI, Tableau)
  • Rolling forecasts that adapt to market changes
  • Scenario planning for strategic decisions
  • KPI frameworks that matter

Real example: Built unified business data lake at ARCOS (Vista-backed SaaS company) using AWS, PowerBI, and OpenAI API—enabled largest single customer sale in company history.

Improve your forecasting →

CFO Transitions & Crisis Management

What I bring: Taken over underperforming finance operations multiple times—both military and corporate. I assess quickly, fix what's broken, and build systems that last.

How it helps you:

  • Rapid assessment (30-60-90 day plans)
  • Quick wins while building for long-term
  • Team stabilization and development
  • Crisis leadership when things go sideways

Real example: Took command at Malmstrom in June 2020 (middle of COVID-19), led 140 people to #1 global ranking within first year while maintaining nuclear operations.

Read how I led through COVID →

Audit, Compliance & Risk Management

What I bring: Performed first combat zone audit in 5 years (Iraq). Resolved audit deficiencies, established internal controls, aligned operations to regulatory requirements. Risk management isn't theoretical when you're managing $33B in a hostile environment.

How it helps you:

  • Proactive audit readiness (vs. reactive panic)
  • Internal control design that scales
  • Risk frameworks that work in real conditions
  • Lender covenant compliance

Real example: Combat zone audit identified $2M in excess funds and fixed control weaknesses before they became crises.

Read about combat finance risk management →

ERP Implementation & Systems Integration

What I bring: Implemented and optimized NetSuite, Sage, Salesforce, PowerBI, and other systems across multiple organizations. I know how to integrate tools so they actually work together.

How it helps you:

  • Right-sized system selection (not over-buying)
  • Implementation that doesn't disrupt operations
  • Integration between finance, sales, and operations
  • AI-enhanced analytics and automation

Real example: Integrated business systems (SalesForce, NetSuite, JIRA, Marketo, ZenDesk) via Boomi at ARCOS, creating unified data warehouse with AI-driven analytics.

Discuss system needs →

Why Military Finance Leadership Matters

Most fractional CFOs come from Big 4 firms or corporate finance roles. I come from managing $33B+ in combat operations and leading financial operations for America's largest nuclear missile wing. That's not just different experience—it's a completely different level of pressure, accountability, and results.

$33B+

Managed in Combat Operations

140

Team Members Led as Commander

$2.4M

Saved via Zero Base Review

20

Years Military Finance Leadership

Ready to Get Started?

Let's discuss how military-grade financial leadership can help your business scale.

(616) 881-6777

Schedule Free Consultation