The bad number first
Tell the board what is going wrong before it asks. Trust is built on the miss, not the beat.
Profile
Plain numbers, early warnings, and no surprises in the board pack.
By the numbers
5 daysMonth-end closeDown from nineteen
$140MRaisedSeries B and C
18 moRunway heldThrough the 2025 squeeze
0Audit findingsThree years running
Days to close, by year
52024, working days from month end to a closed book
192019142020112021820226202352024
How I work
Finance that is usable
Build the model the operators actually open, not the one only the finance team can read.
Close, then explain
A fast close is worth nothing if nobody can say why the variance happened.
Career
- 2023 to now
Chief financial officer
Northbeam
- Built the finance function from two people to eleven through Series C
- 2019 to 2023
VP finance
Cardinal Systems
- Took the close from nineteen days to six and led the first clean audit
- 2015 to 2019
Director, FP&A
Halden Group
- Owned planning for a $300M business across four regions
How I report
One board pack, the same shape every month: what we said, what happened, why, and what we are doing about it. The variance is explained before anyone asks for it.
Operators get a weekly cash view they can read in two minutes, and the forecast is owned by the people who spend the money.
What I run
- FP&A
- Board reporting
- Audit readiness
- Fundraising
- Revenue recognition
- Treasury
Companies and boards
- Northbeam
- Cardinal Systems
- Halden Group
What people say
Elena gave us the bad quarter a month before it landed, with the plan already attached. That is the whole job.
She turned finance from the team that says no into the team everyone calls first.
Let's talk numbers
Board deck samples and references available on request.