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.

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About Me

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

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.
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.