Managing Partner
Financial Intelligence & Strategy
Leads FINFATech's intelligence practice, translating financial data into board-level strategy across profitability, FP&A and value creation.
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About
Built to create value
Turning financial data into profit, control and strategy.
Why we exist
Closing the gap between data and decisions
Most firms collect financial data but never turn it into action. We close that gap — converting numbers into profit, control and strategy.
Mandate
Mission & Vision
Today's work and tomorrow's infrastructure.
Our Mission
Turn financial data into profit, control and strategy
To turn financial data into profit, control and strategic insight — transforming FP&A from a luxury advisory service into an essential organizational function, and reducing the opportunity for fraud through continuous, intelligence-led monitoring.
Our Vision
A trusted financial integrity infrastructure
To evolve into a trusted financial intelligence and operational risk infrastructure — supporting smarter business, financial and risk-related decisions, and establishing the Financial Health & Integrity Score™ as a market-recognized trust framework.
Core Values
What we stand for
Intelligence over Compliance
We focus on value creation and decision-ready insight, not just satisfying the rules.
Integrity by Design
We build proactive financial integrity frameworks that deter fraud and strengthen trust.
Responsible AI
We use AI as an enabler, always governed by human validation, confidentiality and judgment.
Proactive, Not Reactive
We monitor continuously and surface risk early, rather than reacting after the loss.
Client Trust
We complement your team and protect your confidentiality — earning the right to expand.
Measurable Impact
We hold ourselves to quantified value: profit recovered, risk reduced, decisions improved.
$10.5B
Forensic accounting market
75%
Market beyond the Big 4
5
Services, one engagement
24/7
Integrity monitoring
Future Vision
The Future Evolution of FINFA
Insurance underwriting
Financial Health & Integrity Scores as an input to underwriting decisions.
Lending assessment
A trusted credibility indicator for lenders assessing financial risk.
Investor due diligence
Forensic-grade financial intelligence for investment decisions.
Strategic partner trust evaluation
A shared language of financial trust between partners.
Leadership
The people behind the intelligence
A senior cross-disciplinary team.
Head of Forensic Analytics
Financial Integrity & Fraud
Directs forensic analytics and the FINFA Monitored™ framework, combining investigative experience with AI-assisted anomaly detection.
ConnectDirector of FP&A
Planning, Forecasting & Scenario Modeling
Builds the budgeting, forecasting and scenario capabilities that turn FP&A from a luxury into an essential function.
ConnectHead of Data & AI
Analytics, Automation & Models
Owns FINFATech's responsible-AI analytics stack — automation, pattern detection and the Financial Health & Integrity Score™ engine.
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