SERVICES
Three ways to work together.
Senior financial expertise for Boards and growing organisations – from day to day financial leadership to the modernisation of how your finance function works.
01
Fractional CFO & Financial Leadership
Real-time insight into your performance is vital for good decisions and sustainable growth.
A fractional CFO gives growing organisations access to senior financial leadership without the cost of a full-time executive. I work with you to provide oversight and clarity about your past, present and future performance, and to act as a trusted partner to your Board and management team.
Financial and management reporting a Board can act on
Budgeting, forecasting and cashflow management
Financial modelling and scenario analysis
Strategic planning and commercial advice
Oversight, leadership and finance team mentoring
Structure and processes for organisations entering a stage of growth
02
Finance Transformation & Analytics
Modern finance functions turn data into decisions – not into hours of manual work.
I help organisations modernise the way their finance function works: replacing manual processes with automated workflows, and turning raw data into dashboards that leaders actually use. I have led organisation-wide rollouts of this kind, and I bring both the technical skill and the financial judgement to make the numbers meaningful.
Power BI dashboards for financial results, operational snapshots and long-term trends
Data modelling with Power Query, DAX and Microsoft Fabric
Copilot and responsible AI enablement within finance workflows
Process automation and workflow optimisation (for example with ApprovalMax)
Xero implementation, migration and optimisation
Financial leadership and transformation, delivered by one experienced Chartered Accountant.
You deal with me directly — not a rotating team.
03
Governance, Audit & Assurance
Good governance gives Boards the confidence to lead.
I support organisations to meet their governance, audit and compliance obligations with confidence — acting as a strategic partner to the Board and Executives, strengthening policy and transparency, and preparing finance functions for external scrutiny.
Board and Executive partnership and proactive, insight-driven advice
AI policy and responsible AI governance
Sustainability reporting and carbon-zero certification support (Toitū)
Audit readiness and support through external audit (including Office of the Auditor-General processes)
Policy development aligned to governance and compliance expectations