FinTech & Payments

Precision for Finance

A person in an orange sweater is at a counter, holding a smartphone with a blue screen. An iPad displaying a shopping website is on the counter, along with various bottles of lotion, three black gift boxes with ribbons, a container of hairbrushes, and two bottles of pills or vitamins.

Clarity is currency in financial technology. I translate complex architecture - from API banking and liquidity to forecasting and regulatory compliance - into authoritative narratives that drive adoption for CFOs and enterprise treasurers.

ACCOUNTS PAYABLE & INVENTORY FINANCE

TREASURY MANAGEMENT & CASH FORECASTING

REGULATORY ANALYSIS & INFRASTRUCTURE COMPLIANCE

Screenshot of a webpage titled 'Understanding Landed Costs for CPG and DTC Companies' with a section explaining landed costs. The page includes navigation links at the top, a green 'Get Started' button, and a green box titled 'Landed Costs' that shows four steps with icons: Product, Shipping, Customs, and Risk.

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.

Screenshot of a webpage titled 'Automated Cash Management for Treasurers' from Trovata. The page includes navigation links at the top, a blue 'Book demo' button, a 'Sign in' button, and a blue subscription form on the right side. The content discusses automated cash management objectives and its importance for treasury departments.

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 Funding: Working Capital Solutions for Supply Chain Finance, explaining how specialized funding overcomes procurement frustrations.

Magazine page with an abstract swirl of gold and purple colors. Title: Golden Ratios, discussing financial strength indicators for construction companies. Subheadings mention construction financial management and performance indicators.

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.
Strategic Fintech Web Copy: Focused on brand alignment and institutional conversion for Forge Global.
Corporate Product Positioning: High-level messaging for commercial equipment and construction financing at First Citizens.