SaaS FP&A + automation

Finance work, after the export.

Operator-level advisory for the messy last mile of SaaS finance: NetSuite actuals, Looker exports, Excel and Google Sheets workbooks, close cadence, variance analysis, and Python automation.

Start a diagnostic See call topics

Workflow map operator view

01

NetSuite actuals ERP source of truth, mapped to finance reporting needs

02

Looker export Clean the extract before the workbook becomes the system

03

Budget-owner workbook Variance logic, close cadence, and repeatable review paths

04

Python automation pandas, openpyxl, SQL, Streamlit, and review-controlled output

Expert-network fit

Topics I can discuss without touching confidential data.

Useful for expert networks, SaaS operators, NetSuite partners, PE/VC diligence teams, and fractional CFO firms evaluating finance workflow pain.

SaaS FP&A close and reporting workflows
NetSuite and Looker export-to-workbook operations
Excel and Google Sheets automation for finance teams
Python automation for recurring FP&A workflows
Cost-center reporting and budget-owner review packs
Finance-tool adoption and build-vs-buy tradeoffs
Variance analysis, forecast governance, and data quality
AI-assisted finance productivity with review controls

Selective advisory

FP&A Automation Diagnostic

A short, practical review for teams with a recurring finance workflow that is too operational for a strategy deck and too painful to keep rebuilding by hand.

Who it fits

SaaS finance teams, NetSuite partners, fractional CFO firms, and operators with recurring workbook/reporting drag.

What it produces

A short automation map: source systems, manual steps, failure points, quick wins, risks, and a practical next build.

Starting scope

$350
90-minute diagnostic plus a concise action memo. Follow-on advisory starts at $125/hr.

Safe ground

General SaaS FP&A workflow patterns
NetSuite, Looker, Excel, Sheets, SQL, and Python automation tradeoffs
Operator-level finance-tool buying criteria
Anonymized process lessons and implementation pitfalls

Off limits

Current-employer financials, customers, pricing, contracts, or forecasts
Board materials, unreleased metrics, pipeline, or internal process details
Material non-public information
Anything that conflicts with employment, NDA, or network terms

Signal

FP&A operator who can also build.

I bring 7+ years of FP&A experience across SaaS, capital markets, corporate FP&A, and operations-heavy finance teams, plus hands-on Python, SQL, Streamlit, Excel, Google Sheets, Tableau, Power BI, NetSuite, and Looker workflow experience. The value is not abstract automation talk. It is knowing which manual finance steps are worth automating, which ones need human review, and how to keep the output usable by real budget owners.