FinTech & Payments
Precision for Finance
Clarity is currency in financial technology. I translate complex architecture - from API banking and liquidity to forecasting to regulatory compliance - into authoritative narratives that drive adoption for CFOs and enterprise treasurers.
Accounts Payable & Inventory Finance
Product narratives and technical guides that help high-growth brands scale through automated procurement and supply chain financing.
Technical Product Marketing: Optimize Vendor Relationships with AP Automation and the Understanding Landed Costs for CPG and DTC Companies, translating complex procurement data into actionable narratives for managing profit margins.
Operational Intelligence: Deep-dives into How to Prevent Duplicate Payments in Your AP Process and Understanding Bills of Materials and their Benefits (BOMs) for CPG and E-Commerce Businesses, empowering founders to manage SKU-level profitability without manual spreadsheets.
Strategic Financial Guides: Accurate Accounts Payable Forecasting and Budgeting and Settle x Rainbow CFO: Building a Finance Team for Each Stage of Growth to position the platform as a primary resource for emerging ecommerce brands.
Partnership Content: Bridging the Gap: Operations and PO Financing (written for Anvyl - now Sage Supply Chain Finance - on behalf of Settle) demonstrating the synergy between supply chain logistics and capital management.
Treasury Management & Cash Forecasting
Hi-level thought leadership and technical assets exploring automated cash positioning, API banking, and working capital for the modern CFO.
Treasury Automation: Automated Cash Management for Treasurers, demonstrating how API-driven data normalization eliminates manual reporting cycles and improves global liquidity visibility.
Financial Intelligence: Foundational frameworks for the Cash Flow Analysis Series, including the cornerstone guides on Cash Flow Analysis Basics, How to Create a Cash Flow Report, and Cash Flow Analysis Tips to Help Grow the Bottom providing finance professionals with data-backed strategies to improve business success and cash positioning with data-backed strategies to improve business success, cash positioning, and long-term organizational stability.
Alternative Finding: Working Capital Solutions for Supply Chain Finance, explaining how specialized funding overcomes procurement frustrations.
Regulatory Analysis & Infrastructure Compliance
Analysis of economic trends and financial policy - translating complex shifts into actionable narratives for professional services.
Performance Metrics: Golden Ratios: What are the signs of a financially strong construction company? Start with these key performance indicators., outlining the KPIs and rations construction companies use to strengthen their financial position for underwriters and investors.
Infrastructure Compliance: A Heavy Lift, a strategic guide for small water systems navigating LCRR compliance and infrastructure challenges.
Tax & Legislative Analysis: Technical guides on shifting policy, including New Changes to the Clean Vehicle Tax Credit for 2023, Key Provisions of the Consolidated Appropriations Act, 2023 and SECURE 2.0, and How to Satisfy the Prevailing Wage and Apprenticeship Requirements for Enhanced Tax Benefits Under the Inflation Reduction Act.
Economic Narrative: Data-backed reports such as Some Facts Behind Bank Failures and The Time to Save is Now , helping readers understand market volatility and capital security during industry shifts.
Strategic Advisory: Changing Your Accountant: How Do You Know It’s Time? and Governor Murphy’s Fiscal 2024 Budget, providing technical guidance on professional service transitions and state-level fiscal policy.
Industry Forecasting: Strategic outlooks, including the 2023 Construction Industry Outlook, focusing on tax planning and momentum within the construction sector.
Fiscal Policy Analysis: High-level summaries of Governor Murphy’s Fiscal 2024 Budget and details surrounding Governor Murphy’s Bill to End Covid-19 Statute of Limitations Suspensions.