Sam S.

Most finance help stops at the spreadsheet. I build the model, then build the system that keeps it current.

I'm a finance operator with 15+ years of experience. My background includes Microsoft and a Duke degree. I've helped 100+ clients, and my work has supported $20M+ in capital raised, including an $3.5M round for a streaming platform.

FINANCE (what you hire me for)

• Investor-ready financial models and pitch deck content
• Fractional CFO and FP&A: budgets, forecasts, cash flow, board reporting
• Fundraising prep: unit economics, market sizing, use of funds

AI & AUTOMATION (why it goes further)

• BI dashboards that pull live from your accounting and ops data
• AI tools that read contracts and documents and answer questions about them
• Automated reporting and pricing calculators that replace manual spreadsheet work

RESULTS

• Took a solar agency from 2% to 15% net income
• Cut accounts receivable 50% for an HR consultancy

"He was able to see the root of the problems with my financial model that I wasn't able to see or correct. I finally feel comfortable and confident using my financial model and explaining it to potential investors."

• Max Betkowski, CEO, Infraway

"He educated me and provided deliverables for my investors to streamline the process and made each transaction seamless. I will continue to work with Sam going forward."

• Glenise Kinard-Moore, CEO, Skii Moo Tech

If you need numbers investors trust, or a finance function that runs without you chasing it, send me a message with where you are and what you're raising or fixing.