Bring order to the numbers—then build systems that scale.
SLT Advisory partners with leaders who need cash-flow clarity, reliable reporting, and operating discipline—without the burden of a full-time CFO.
Services
Engagements are designed to create immediate clarity first, then build durable systems. Typical clients are founder-led businesses that are growing fast, operating with complexity, or preparing for a transaction.
Fractional CFO
Cash flow leadership, monthly reporting, forecasting, lender/investor readiness, and decision support.
Finance Operations
Close process improvement, accounting controls, chart of accounts, policies/procedures, audit support.
Systems & Scale
ERP/CRM discipline, operating cadence, data quality, integration planning, and cross-functional alignment.
Common problems I fix
Inconsistent reporting, cash surprises, slow close, margin confusion, unclear pricing, messy workflows, and systems that don’t match how the business actually operates.
What “good” looks like
You know where cash is going, you trust the numbers, leaders share a cadence, and decisions get made with confidence—fast.
Approach
Modern, practical, operator-first. No buzzwords—just structure, accountability, and repeatable execution.
1) Diagnose & prioritize
Rapid assessment to identify the few issues that drive the majority of outcomes.
2) Install an operating cadence
Weekly cash rhythm, monthly close/reporting, KPI ownership, and decision routines.
3) Build durable systems
Process + tooling upgrades so the business keeps improving after the engagement.
Relevant experience
15+ years spanning finance, operations, systems, and global leadership—supporting growth, restructuring, and transactions.
- Oversaw a TPM division across three geographies and 150+ employees.
- Implemented a common ERP platform and delivery model across regions.
- Restructured operations and returned the business to profitability within 12 months.
- Led global operations/service delivery; directed ERP platform development and administration.
- Managed multi-entity operations and distribution centers across regions.
- Supported M&A integration planning and operating model improvements.
- Led SEC reporting processes, close cycles, and financial reporting governance.
- Executed internal audits and control improvement programs across functions/regions.
Selected work (M&A & transformation)
A few representative examples from prior roles (details sanitized). These demonstrate how I operate in complex, high-stakes environments.
Platform acquisition & build
Supported diligence and integration planning to establish a US TPM platform and operating framework.
Consolidation & enterprise value
Built valuation models and supported transaction structure to secure 100% ownership and simplify operations.
Carve-out readiness
Led cross-functional diligence, QOE prep, and carve-out modeling through SPA near-final form (deal later terminated).
What clients get
An operator who can lead finance, translate numbers into decisions, coordinate cross-functional execution, and create the cadence a business needs to scale.
Confidentiality
Client confidentiality is non-negotiable. Any future case studies will be anonymized unless explicitly approved in writing.
Contact
The fastest path is to book a consultation. If you prefer, you can also email or call directly.
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