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Finance leadership and hands-on execution, scaled to your needs

Strategic and hands-on finance leadership for life sciences companies navigating financing decisions, scaling pressures, and commercialization milestones.

Whether you are operating without a CFO, relying on a lean team, or managing a leadership gap, I embed quickly and personally lead the close, forecasting, and board readiness needed for sound decisions.

Laptop and tablet displaying finance dashboards.
Engagement options:
Retainer|Hourly|Fixed-scope packages|No minimum engagement duration|Available for in-person consulting in California
01

Board-Ready Finance Leadership

CFO support for board confidence, governance, and major decisions. Includes hands-on execution of the monthly close and reporting cycle, not oversight alone.

Best for

Leadership teams preparing for high-stakes board discussions, financings, and strategic pivots.

Sample deliverables
  • Board-ready narrative and materials that clarify strategy and outlook
  • Executive decision support on capital allocation, liquidity, and risk
  • Finance operating cadence for close, reporting, and forecasting
  • Execution built for audit committee scrutiny
  • Investor reporting support for financings, governance reviews, and diligence
02

FP&A, Budgeting, and Long-Range Planning

Driver-based planning that aligns spend to strategy, milestones, and value drivers

Best for

Organizations that need planning rigor, forecast accuracy, and clear resource tradeoffs.

Sample deliverables
  • Integrated annual budget, rolling forecast, and long-range plan
  • Cross-functional scenario planning tied to headcount, R&D, clinical, CMC, commercial, and G&A priorities
  • Assumption discipline that improves forecast accuracy
  • R&D and clinical spend controls tied to program milestones
  • Clear tradeoffs and decision points for leadership and the board
03

Capital Strategy and Working Capital Control

Real-time runway visibility, tighter liquidity control, and fewer surprises

Best for

Teams focused on runway protection, cash discipline, and resilient operations.

Sample deliverables
  • Cash forecasting with runway visibility and early warning indicators
  • Working capital levers and prioritization framework
  • Liquidity strategy and banking oversight
  • Cost action playbooks linked to runway protection
  • Processes and controls that sustain cash discipline beyond the engagement
04

KPI Dashboards and Board Reporting Pack

Clear KPIs, automated reporting, and board packs that drive action

Best for

Leadership and board cycles that demand concise reporting, accountability, and disciplined execution.

Sample deliverables
  • KPI definitions with owners, targets, and operating cadence
  • Automated dashboards and streamlined reporting workflow
  • Board pack with KPI scorecard, variance drivers, and actions
  • Clear risk summaries and decision materials that help the board focus on what matters most
  • Meeting preparation and Q&A support
05

Due Diligence, Integration, and Margin Protection

Finance operations that are diligence-ready at all times, with disciplined margin and contract protection

Best for

Companies navigating transactions, partnerships, and commercial risk while protecting margin.

Sample deliverables
  • Investment-grade financial models and data room readiness
  • Diligence support and executive-level risk framing
  • Integration planning and synergy tracking
  • Commercial finance support including pricing economics and gross-to-net planning
  • Contract economics support across customers, partners, and suppliers
  • Procurement controls, vendor rationalization, and renewal discipline
06

Performance Transformation

Targeted improvements to profitability, cash discipline, and long-term value creation.

Best for

Leadership teams that need greater clarity and sharper execution on the operational and financial levers with the greatest impact on performance.

Sample deliverables
  • Rapid diagnostic of margin, cost, and execution gaps
  • KPI and unit economics reset aligned with growth, profitability, and cash objectives
  • Margin improvement and cash preservation action plan
  • Operating cadence with clear owners and measurable outcomes
  • Decision support for resource allocation and key performance tradeoffs

Ready to strengthen your finance function for the next board cycle, financing, or operating reset?

Schedule a 30-Min Executive Call

Executive references available upon request.