Finance and capital-markets infrastructure for a U.S. consumer fintech
Designed and scaled credit-facility, fund-operations, covenant-reporting, and financial-data systems through rapid growth and a public-market transition.
Projects
Selected consulting engagements across finance, lending, banking, and commerce.
Capital-markets operations for a Latin American consumer lender
Carried financing work from lender diligence and negotiation into daily loan accounting, cash forecasting, reconciliations, facility reporting, and finance-data operations.
Collateral controls for a regional bank
Replaced spreadsheet-based pledged-collateral tracking with a controlled application for statement intake, AI-assisted extraction, human verification, borrowing-base and LTV calculations, risk alerts, and audit history.
Commerce and marketing data for a direct-to-consumer brand
Built the data foundation connecting commerce, marketing, and finance—giving operating teams a clearer view of spend, performance, cash, and decision-making.
Need finance systems that can scale?
Tell us which process you want to improve. We’ll help identify a practical first step toward a more dependable system.