Practice
Engagement-shaped scope. Founder signature on every deliverable. Built on production LLM workflows that cite back to source rows.
Practice
ASC 606, 805, 350, 718, 815, 830, 842, 740 / FIN 48. Memos that survive Big-4 review because they were written by an Arthur Andersen audit alumnus with a 100% defense record to KPMG and EY.
In-house valuations lead across a multi-year NASDAQ-100 M&A program. DCF, accretion/dilution, ASC 805 PPA, recurring ASC 350 impairment defense.
Distressed finance rebuilds: forensic GL reconciliation, account remapping, POS-to-ERP routing, lender posture restored within two cycles.
Enterprise card-present at theme-park scale (BAMS + Accertify), full B2B receivables/payables, all consumer card-not-present channels.
Captive Finance / IT / Operations built from the ground up for a Greater China launch and a $655M integrated resort. Transfer pricing live.
Production LLM workflows on transaction-level extracts — every output cites source rows. Operating reality, not slideware.
Signature capability
Most candidates have one tier. We have built or rebuilt three distinct payments stacks — and we have stood up the people-side ops in each, not just the tooling. The tooling is one thing; the analyst team is the harder thing.
Merchant acquiring through BAMS aggregating three POS environments — ticketing, F&B, merchandise. Sourced and implemented Accertify; built chargeback and online-fraud analyst teams from scratch.
Built from blank page at an AI/SaaS venture — analogous to fintech and payroll-platform integration architecture. Embedded API integrations to distribution and sponsorship partners.
Online ordering, gift cards, loyalty, e-commerce, catering deposits — brought to best practice across a 9-unit operator group. POS-to-ERP routing fixed at the source.
Engage the firm
We respond within one business day with independence-check status and a scoping call offer. Submissions go straight to the principal inbox.