Finance & Data Consulting
From the Source
to the Story.
Data-driven finance and operations consulting for growing businesses. From pipelines to P&L, I help you build the infrastructure and insight to make confident decisions.
What I Do
End-to-End Expertise,
Tailored to Your Stage
Whether you need to wrangle your data infrastructure or sharpen your financial strategy, I bring the full stack — from raw pipelines to boardroom-ready reporting.
Data Engineering
Design and build scalable data pipelines, warehouses, and ETL/ELT workflows that give your team a single source of truth — reliable, fast, and maintainable.
Analytics & BI
Transform raw data into actionable insight with dashboards, KPI frameworks, and self-service reporting that empowers every team to make faster, smarter decisions.
Accounting
Clean books, timely close, and compliance-ready reporting. From day-to-day bookkeeping to month-end close and financial statement preparation.
Financial Planning & Analysis (FP&A)
Build robust forecasting models, annual budgets, and variance analysis processes that turn financial planning from a chore into a competitive advantage.
Fractional Leadership
Senior finance, data, or analytics leadership without the full-time cost — from strategic CFO-level work like planning, investor relations, and cash flow management, to embedded tactical leadership sitting below an existing executive to drive a specific project, build out a function, or stand up a new capability.
About
Finance & Data.
Vision and Execution.
I'm a hands-on consultant with deep experience spanning data engineering, financial planning, and strategic finance. I've built pipelines, closed books, and sat across the table from investors — and I bring that full-stack perspective to every engagement.
Go Long Strategies exists because most businesses don't need a full-time team — they need the right expertise at the right time. And the earlier you establish foundational financial and data practices, the greater the return on investment and scalability you'll realize as you grow. I work as a true partner: embedded, accountable, and focused on outcomes that last beyond the engagement.
- Data pipelines, warehouses & ETL/ELT architecture
- Multi-year FP&A models & board-ready reporting
- Month-end close & GAAP financial statements
- KPI frameworks, dashboards & self-service BI reporting
The difference
The right expertise.
The right model.
When businesses need finance or data expertise, the most common options are full-time hires or fractional consultants. The question is which combination gets you the coverage, context, and continuity you actually need.
Multiple full-time hires
- Separate hires needed for accounting, finance, data analytics, and data engineering
- Fixed cost per role regardless of current workload
- Months to recruit, onboard, and ramp up each position
- Difficult to unwind if priorities shift or it's the wrong fit
- Overhead continues long after the immediate work is done
Go Long Strategies
- Finance, accounting, and data expertise in a single engagement
- Flexible scope — scale up, down, or out as needs change
- Business and strategic expertise with understanding across both technical execution and business outcomes
- Embedded like a team member, not a vendor dropping off a report
Other fractional consultants
- Typically specialized in one area — finance or data, rarely both
- Requires hiring multiple consultants to connect technical work to strategic outcomes
- Managing multiple consultants adds coordination overhead and creates gaps in accountability
- No single point of contact with understanding across finance, data, and business strategy
- Continuity and institutional knowledge can be limited across engagements
When the numbers matter, you need someone invested in the outcome — not just the engagement.
Let's TalkGet In Touch
Ready to Go Long?
Tell me about your business and what you're trying to solve.
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