About Brandon

Active CPA - Licensed in California
25+ years accounting and finance experience
Industry experience spanning:
- Private Equity
- Commercial Real Estate Development and Construction
- Life Sciences
- Nonprofits
- Hospitality

Financial Systems & Technology

Finance expertise that extends beyond the general ledger.

Modern finance depends on more than accounting knowledge. It requires financial systems, operational processes, data, and reporting to work together.I bring more than two decades of hands-on experience working across ERP, accounting, business intelligence, database, CRM, and project-management environments. My work has included system selection, implementation and migration; ERP administration; accounting automation; data integration; process redesign; reporting architecture; and the development of controls around complex financial systems.Rather than simply operating software, I help organizations determine how technology should support the finance function and the broader business.

Core Platforms
NetSuiteERP administration, financial reporting, transaction-level data analysis, project and job costing, capital accounting, integrations, and SQL-based data extraction.QuickBooks (All Versions)Extensive experience across QuickBooks Online, Pro, Premier, and Enterprise, from full-cycle accounting and reporting through system redesign and migrations into larger ERP environments.Sage IntacctCloud financial management, dimensional accounting, reporting, financial-process design, and scalable accounting operations.Certinia / FinancialForceDeep experience within the Salesforce ERP ecosystem, including system administration, ERP implementation and migration, accounting-process automation, reporting, reconciliations, revenue recognition, and financial controls.Microsoft SQL Server & SQL Server Management StudioDirect querying of complex financial databases for transaction analysis, reconciliations, validation, reporting, data extraction, and the development of decision-support datasets.Microsoft Power BIFinancial and operational dashboards, management reporting, KPI development, data modeling, automated reporting, and executive decision-support environments.SalesforceFinancial and operational process design within Salesforce-based environments, including ERP integration, workflow administration, reporting, data management, and cross-functional business processes.JiraBusiness-process and workflow automation, approvals, financial and capital intake, project governance, request management, portfolio processes, and operational reporting.Additional Platforms & Technologies
Yardi Voyager
End-to-End construction project setup, budget configuration, vendor management, AIA draw reconciliation, and close out.Xero
Cloud accounting, financial reporting, integrations, and small-to-mid-sized business accounting environments.Zoho Books
Cloud accounting, reporting, automation, and integration within the broader Zoho business ecosystem.Microsoft Excel
Advanced financial modeling, forecasting, underwriting, scenario analysis, data transformation, reporting, and complex financial calculations.Microsoft Azure
Cloud-based data environments supporting financial reporting, data management, systems integration, and modernization initiatives.PPM Express
Project and portfolio management, resource planning, roadmap development, and capital-project visibility.RealPage
Property-management, accounting, and operating data within multifamily real estate environments.

When Fractional CFO Leadership Creates the Most Value

Growing Companies That Have Outgrown Their Finance Function

For organizations where accounting processes, reporting, and financial systems have not kept pace with growth, I provide senior finance leadership without the cost of a full-time CFO. I help strengthen close and reporting processes, improve controls, modernize systems, and develop reliable management information that can scale with the business.

Turning Financial Data Into Better Decisions

When owners and executives have plenty of data but limited financial visibility, I develop the forecasting, cash-flow planning, KPI reporting, and analytical tools needed to support better decisions. This may include budgets and projections, profitability analysis, scenario modeling, dashboards, and lender or investor reporting.

Managing Complex Projects, Capital & Cost Structures

Project- and capital-intensive organizations require greater financial discipline than traditional accounting alone can provide. I help establish project and job costing, capital underwriting, ROI analysis, resource allocation, portfolio reporting, and financial controls that improve accountability and support sound investment decisions.

Compliance, Controls & Financial Stewardship

Audit Readiness & Execution - Preparing your Internal Control Environment

I help organizations move from reactive audit preparation to an environment of continuous readiness. My experience includes strengthening accounting controls, designing reconciliations and audit schedules, improving data integrity, and leading interactions with external auditors. By addressing documentation, reporting, and control weaknesses before fieldwork begins, I help reduce disruption, accelerate audit execution, and give management greater confidence in the underlying financial information.

Lender & Debt Covenant Management - Reducing Expensive Surprises

I approach debt covenant management as a forward-looking planning discipline, not a quarter-end compliance exercise. By integrating covenant requirements into forecasting, cash-flow analysis, and management reporting, I help identify emerging risks before they become problems. This allows leadership to anticipate covenant pressure, evaluate corrective options early, and communicate proactively with lenders rather than reacting to surprises after the fact. My experience includes covenant monitoring, liquidity and funding analysis, contract review, lender reporting, and financial modeling designed to support stronger financing relationships and more predictable outcomes.

Government Compliance — 2 CFR Part 200

Organizations receiving federal funding need financial systems capable of demonstrating that costs are allowable, properly allocated, consistently treated, and supported by reliable documentation. I have implemented NetSuite-based project cost accounting methodologies designed around 2 CFR Part 200 cost principles, including the allocation and tracking of shared-service labor across capital and operational initiatives. I combine accounting knowledge, systems expertise, and process design to build compliance into day-to-day financial operations rather than treating it as a separate exercise performed only when reporting or audit requirements arise.

Capital Advisory & Investment Support

From Opportunity to Capitalization: End-to-End Capital Support

Source → Underwrite → Structure → Capitalize → Execute → Report → Distribute

Whether supporting a single capital project, real estate investment, private transaction, or broader investment program, I can provide financial discipline across the entire process rather than addressing each stage in isolation.

I support the full lifecycle of capital projects and investment opportunities, from initial sourcing and financial underwriting through capital formation, investor communications, and ongoing performance management. My experience combines rigorous financial analysis with practical knowledge of how projects are structured, funded, presented, and ultimately managed.

Project Sourcing, Underwriting & Offering Materials

I help evaluate prospective investments from the earliest stages, including opportunity screening, market and financial analysis, cash-flow modeling, return scenarios, sensitivity analysis, and investment-committee support. Once an opportunity is sufficiently developed, I can translate the underwriting into clear, decision-ready offering memorandums and supporting materials designed to communicate the investment thesis, economics, risks, assumptions, and expected returns.

Capital Formation & Funding Strategy

A strong project is only valuable if it can be financed on workable terms. I can help evaluate the appropriate mix of debt, sponsor equity, private capital, and syndicated investment while comparing the economic impact of alternative structures. Through an established network of lenders, private equity partners, promoters, and syndicators, I can also help identify and evaluate prospective funding sources appropriate to the opportunity.

GP, LP & Investor Management

My experience extends beyond closing the transaction into the ongoing financial management of the investment. I have significant experience working with GP and LP structures, developing and reconciling complex distribution waterfalls, calculating carried interests and investor allocations, monitoring investment performance, and preparing investor reporting. The objective is to maintain accurate economics, transparent reporting, and confidence among sponsors, investors, and other capital partners throughout the investment lifecycle.