About the Practice
A boutique finance advisory practice built on the belief that every growing business deserves access to world-class financial leadership.
Automate Your Finance is a founder-led boutique advisory practice providing fractional CFO, FP&A, and finance transformation services to growth-stage businesses across the United States and globally.
The practice is led by a senior finance and transformation professional with over 15 years of global experience spanning Big 4 consulting, enterprise finance leadership, and hands-on operating roles across startups, mid-market companies, and Fortune 500 organizations.
This is not a consulting firm that delivers slide decks. Every engagement is hands-on. We personally run the close, build the models, manage the cash, attend the board meetings, and embed into your team as a true operating partner.
The founding leader holds CA (Chartered Accountant) and FRM (Financial Risk Management) certifications, bringing a rare combination of accounting rigor, risk management discipline, and strategic business acumen.
Prior experience includes six years as a Director at a Big 4 consulting firm, where the practice was built from a small team of 10 into a 100+ person finance transformation practice generating significant revenue. Enterprise clients included global automotive manufacturers, pharmaceutical companies, Middle Eastern conglomerates, media groups, and chemical companies.
Additional operating experience spans financial technology, media and entertainment, and IT services companies, providing a well-rounded perspective on finance across industries, geographies, and business models.
Today, the same enterprise frameworks are adapted and deployed for growth-stage businesses, bringing institutional-grade financial discipline at a fraction of the cost.
We measure success in margin points recovered, planning cycles shortened, and funding rounds closed. Not in billable hours or PowerPoint pages.
We join your team calls, own deliverables, and build institutional knowledge. When we leave, the capability stays.
Eight enterprise EPM implementations delivered. Deep expertise in Anaplan, Power BI, SAP/Oracle integration, and modern finance automation tools.
Direct experience operating across the US, Middle East, India, Japan, and Southeast Asia. We understand multi-currency, multi-jurisdiction, and cross-border complexity.
Frameworks built for $40B manufacturers, adapted for $5M startups. Same intellectual rigor, appropriately scaled for your stage and budget.
We tell you what you need to hear, not what you want to hear. If we can't help, we'll say so. If you're solving the wrong problem, we'll redirect you.
Credentials & Experience
Global finance leadership across consulting, operations, and advisory
Finance transformation practice scaled from 10 to 100+ professionals
Enterprise planning platform implementations delivered across industries
Direct operating experience across US, Middle East, India, Japan, and SE Asia
Chartered Accountant and Financial Risk Management certifications
Client range from Fortune 500 manufacturers to seed-stage startups
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