A
B
1
Start simple
Blank spreadsheet. Lay out how I think the business runs, the drivers and assumptions. Add complexity only where a decision depends on it.
2
Partner with the teams
Sit with sales, RevOps, engineering, and product. Ask why decisions were made, challenge things, and build off that.
3
Focus on the why
Tie every variance to a driver. Separate timing from a real miss, one-time from structural, volume from rate.
4
Lead with the decision
Open with what's being decided. Put the detail in a pre-read.
5
Make people self-serve
Build things others can run, and document them so the work isn't stuck in my head.
6
Don't be the "no" department
Even when the answer is no, the person stays in the conversation.
7
8
AI in finance
Error-checking models, consolidating files, and automating recurring reporting.
9
Rebuilt a 12-person month-end time capture process in Power Query. It went from about an hour to about ten minutes.
10
Most useful as purpose-built tools: data cleaning, first-pass analysis, automation.
11