Embedded Teams
Senior finance and systems capacity, embedded with your team
When the work outgrows the team, the usual options are a slow search or an agency that sends resumes. This is the third option: experienced finance and systems specialists, integrated with your team for exactly the work in front of you, with me scoping the engagement and staying accountable for the outcome.
Where embedded teams do their best work
ERP and systems implementations
Oracle and NetSuite implementations, migrations, and rescues: requirements, design, data conversion, testing, and the close-readiness work that decides whether go-live holds up.
Technical revenue and accounting
ASC 606 revenue recognition, billing and RevRec systems, deal desk support, and the technical memos that stand up to auditors on complex arrangements.
Controller and close coverage
Interim controllership, month-end close execution, audit preparation, and cleanup work when the close has slipped or the team is stretched thin.
Leave and transition coverage
Coverage for parental and medical leaves, resignation gaps, and the bridge between a departure and your next hire, so the close never depends on an empty seat.
How an engagement runs
Step 1
Scope the work with me
A direct conversation about the work, the timeline, and what a good outcome looks like. You get a scoped plan, not a stack of resumes.
Step 2
The right specialists, embedded
I match the work to senior practitioners from my extended team, people who have done this exact work at operating companies and top firms, and they work as part of your team.
Step 3
I stay accountable
Every engagement is scoped, staffed, and quality-reviewed by me personally. You have one senior counterpart responsible for the outcome from start to finish.
The difference from an agency is the accountability model. An agency's product is a placement; mine is the outcome. The specialists I field are people I would put in front of my own former employers, and I review the work that carries my name.
The moments teams call
- A controller or accounting manager is going on leave and the close cannot wait for a search.
- An ERP implementation is mid-flight and the internal team cannot carry both the project and the close.
- Revenue recognition on new products or deal structures has outgrown the team’s technical bandwidth.
- A departure left a gap, and you want the seat covered well while you hire deliberately instead of desperately.
- The auditors are coming and the reconciliations, memos, or schedules are not where they need to be.
For senior specialists
Work with me
I am always looking to meet senior independent practitioners in Oracle and NetSuite implementations, technical revenue and ASC 606, controllership, and finance systems. The work is project-based and client-facing, the clients are serious, and the engagements are scoped before you ever see them. If that matches your practice, reach out with a short note on your specialty, the systems you know deeply, and your availability.