Hi, I'm

Tom.

Operations Finance & Small Business Consulting

I spent a decade in operations finance at companies like Fortune Brands and Boston Beer. Now I help small businesses get the same caliber systems and reporting without the enterprise price tag. Dashboards, ERP, forecasting, AI automation — built to actually get used, not collect dust.

Let's Talk
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About Me

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I’ve spent a decade in operations finance — financial reporting at a $3B grocery chain, demand forecasting for Truly Hard Seltzer at Boston Beer, and currently running ops finance for a Fortune Brands manufacturing subsidiary.

I also built an AI assistant on a $0 budget that manages 100+ projects and runs my entire productivity system — on an old computer in my basement. I like figuring out how things work and making them work better.

Now I’m helping small businesses get the same caliber finance systems and AI automation that big companies have, without the big company price tag or complexity.

Core Capabilities
Power BI Dashboards & Reporting
Financial Forecasting & Cost Analysis
ERP Implementation (SAP, QuickBooks Online, Fulcrum)
Excel Modeling & Automation
Operations Finance & Process Improvement
AI Automation & Workflow Design

Experience

Operations Finance Manager
Fortune Brands Innovations / Solar Innovations
Fortune 500 home and security products company. Manage financial operations for a manufacturing subsidiary — cost analysis, accrual remediation, forecasting models, and SSRS dashboards for cross-functional teams.
SAP SSRS Power BI Cost Analysis
Sr. Financial Operations Analyst / Sr. Cost Analyst
Boston Beer Company
Maker of Sam Adams and Truly Hard Seltzer. Built Power BI dashboards for demand forecasting and cost analysis during Truly’s explosive growth phase. Designed reporting infrastructure that scaled with the brand.
Power BI Forecasting Cost Modeling SQL
Senior Financial Analyst
Penn Entertainment
One of the largest casino operators in the U.S. with 41 properties nationwide. Consolidated commercial performance reporting across all properties, built the company’s first consolidated labor report and automated it in Tableau.
Tableau Financial Reporting Capital ROI Data Integration
Manager of Labor Statistics
Weis Markets
Mid-Atlantic grocery retailer with $3B+ in revenue and 190+ stores. Rolled out labor standards across nearly 200 locations, built BI reports for senior leadership, and trained users on the enterprise reporting platform.
BI Reporting Labor Analytics Excel Process Improvement

What I Can Do For You

Power BI SSRS SQL Excel
Power BI Dashboards & Reporting
Dashboards your team will actually use — not shelf-ware. I connect to your existing systems and surface the numbers that matter, so you stop guessing.
Forecasting Cost Analysis Excel SQL
Financial Forecasting & Cost Analysis
Sales-to-shipment forecasting, cost modeling, and variance analysis. I build models you can actually understand and maintain yourself — not black boxes.
ERP QuickBooks Online Fulcrum SAP
ERP Implementation & QBO Optimization
Whether you're outgrowing spreadsheets or your current ERP isn't set up right, I help you pick the right tool and configure it so it actually works for your business.
Process Improvement AP/AR Accruals Automation
Operations Finance Process Improvement
I look at how your finance workflows actually run, find what's slowing you down, and fix it. AP/AR cleanup, accrual management, reporting automation.
Product Costing COGS Margin Analysis Pricing
Product Costing — Services & Goods
Know what your products and services actually cost to deliver. I build costing models for manufactured goods, service engagements, and blended offerings — so you can price with confidence and spot margin leaks before they hurt.
AI Automation Workflow Productivity
AI Automation & Workflow Design
Practical AI that does real work — not hype. I build automated workflows, reporting pipelines, and AI assistants that save you hours every week.

Get In Touch

Whether you need a one-time project or ongoing fractional finance support, I’d love to hear about what you’re working on.
Email Me LinkedIn