Finance OS
A governed meaning layer for modern finance teams—designed to let operators ask harder questions without surrendering control of definitions, evidence, or arithmetic.
APPROVAL
PROVENANCE
DECISIONFINANCE
OS
OS
SOURCES
METRICS
POLICY
FINANCE × SYSTEMS × AI
I turn ambiguityinto systems that decide.
GTM finance leader and hands-on AI builder creating governed systems that turn fragmented signals into executive action.
BUILDING AT THE INTERSECTION OF
Executive judgmentAI-native deliveryGoverned transformation
01 — OPERATING THESIS
SIGNAL → SYSTEM → DECISION
Transformation starts with the decision—not the model.
I work backward from the action a leader needs to take. Then I make the evidence traceable, the definitions explicit, the calculation deterministic, and the model's authority appropriately bounded.
01Contract
02Retrieve
03Analyze
04Validate
05Approve
06Publish
07Audit
02 — SELECTED SYSTEMS
Work that moves.
Original systems built across finance, research, operations, and learning. Confidential employer information is replaced with synthetic examples.
02HARNESS LAB
Governed Decision Harness
A model-agnostic agent runtime where every request, retrieval, tool call, policy decision, and approval can be replayed.
03PRIVATE PRODUCTION
Home Base + Hermes
A human-centered operating system connecting household workflows, permissions, approvals, integrations, and continuous improvement.
04DECISION SUPPORT
Signal OS
A traceable research system that converts a large unstructured archive into structured, human-reviewed decision support.
05SHIPPED PRODUCT
Opening Forge
A web-to-native chess learning product with deterministic rules, spaced review, coaching, and repeatable visual QA.
03 — EXECUTIVE INFLUENCE
Finance taught me how leaders buy a plan.
Not with a checkout button—with clarity. A credible plan resolves competing incentives, makes tradeoffs visible, and gives accountable people enough confidence to act.
01Frame the decision
Start with the consequence, not the spreadsheet.
02Make tradeoffs visible
Turn hidden assumptions into choices leaders can challenge.
03Earn commitment
Move from analysis to aligned resources and action.
04 — EXPERIENCE
Operator to builder.
Senior GTM FP&A Manager
Dialpad · Raleigh, North Carolina
Executive planning, investment tradeoffs, GTM operating models, and finance AI transformation.
AI Systems Builder
Independent portfolio
Governed agent workflows, retrieval systems, cross-platform products, and human-in-the-loop operating systems.
Finance & Operations
Accounting → Operations → FP&A
Controls, system integration, forecasting, capacity, acquisitions, and the discipline to make numbers decision-ready.
Executive partnershipGTM strategyAI transformationSystem architectureGovernanceRapid prototyping
05 — BUILDING NOW
A harness I can explain line by line.
I'm building a governed decision harness and shared RAG evidence service from first principles—then implementing the same capability against DeepSeek's open-source plugin architecture.