Most finance functions are built for a company that no longer exists. ClearPath Finance builds the infrastructure that matches where you're going — seamless to implement, built to flow without you.
It's not a people problem. It's a process problem — and it's almost always invisible until leadership asks a question the numbers can't answer, or a board meeting reveals a forecast nobody fully trusts.
ClearPath Finance exists to close that gap. Not by adding headcount, but by building a finance function that actually keeps up.
The work is real, but the process is invisible. Nobody has ever mapped it end to end.
The numbers are right. The context isn't there. Every meeting generates follow-up work.
It was built for one set of questions. Leadership is asking different ones now.
High-value talent stuck in data validation, variance formatting, and manual report assembly.
Someone who understands the work, does the work, and makes the team better.
Engagements are scoped to what your business actually needs. Most start with a process audit.
A clear-eyed look at where your finance function is losing time, accuracy, and decision-making speed. Every engagement begins here.
Senior-level finance capability that flows with your business — available when you need it, without the overhead of a permanent hire.
AI-acceleratedExpert support migrating to or optimizing Planful, Adaptive Insights, or similar platforms. Bridge the gap between your data and the system.
ARR waterfall, NRR, churn, burn rate, unit economics, and board-ready reporting. Models built to answer the questions leadership and investors actually ask.
SpecialtyModels that answer the questions leadership is actually asking — and keep answering them as the business changes.
Decision-ready reporting delivered faster, with less effort and more consistency than any manual process can achieve.
Core differentiatorRolling 13-week models, runway forecasting, and scenario planning. Real-time visibility into your cash position when it matters most.
Full annual budget process design — model, assumptions documentation, and leadership walkthrough. Built to be repeatable year over year.
Commentary that means something. Variance output that leadership can act on — consistent, accurate, and built to scale.
AI-assistedThe work embeds into your team. When the engagement ends, the capability stays.
Shortcuts in finance compound. The way we work is deliberate.
Most teams run 10–14 day closes. The benchmark is 3–5. Here's where the gap lives.
Not a hype story. A process story — with the specifics that actually matter.
Where AI genuinely helps in finance — and where it absolutely shouldn't replace human judgment.
A 30-minute call. We look at where your finance function is right now, where it needs to be, and whether there's a fit. Seamless from the first conversation.
No pitch. No commitment. Just a conversation.
Practical content for finance leaders at growing companies.
Most teams run 10–14 day closes. The benchmark for modern finance teams is 3–5. Here's where the gap lives.
Model integrity failures don't announce themselves. They accumulate quietly — and surface at exactly the wrong moment.
The difference between timing, behavioral, and structural variances — and why most reports blur all three.
A process-focused case study — not hype, not theory. The specifics of what changed and what didn't.
The work driving your next finance hire is usually a process problem, not a headcount problem.
Where the modernization gap in higher ed creates real competitive advantage for teams that move first.
The problem isn't accuracy. It's that most reports are built for the person who made them.
A transparent look at what this kind of engagement involves — because you should know before you reach out.
The use cases that work, the ones that don't, and how to tell the difference.
A before-and-after story on what process improvement actually looks like — step by step.
The exact process — from data standardization to first-draft review — that cuts commentary time from days to hours.
An honest comparison from someone who uses both — not a vendor overview, but a practitioner's take.
Most teams buying enterprise planning software have a process problem, not a technology problem.
The prompts that work, the ones that don't, and the structural change that makes AI output usable in a real finance workflow.
It's not the AI. It's the three things that have to be true before any AI tool can deliver consistent output.
The role doesn't disappear. But the work changes significantly — and the analysts who understand that early will have a real advantage.
AI output in finance is only as good as the review layer behind it. Here's what that layer should include.
I'm a finance professional specializing in process improvement and AI-assisted reporting. I build financial infrastructure that scales with the business — from model integrity to decision-ready reporting.
Most finance teams at growing companies are stretched thin — running manual processes, working from models that weren't built for the questions leadership is now asking, and spending too much analyst bandwidth on close mechanics instead of strategic finance.
I fix the process. And where appropriate, I layer in AI tools that absorb the structured, repeatable work — variance disposition, commentary drafting, report assembly — and redirect that capacity toward the analysis that actually drives decisions.
Structure first. Before any automation, we standardize the inputs, define the conventions, and get the process right. AI applied to a broken process just accelerates the wrong things.
AI absorbs the repeatable work. First-draft commentary, variance disposition, exception flagging, report assembly — work that consumed analyst bandwidth now takes hours instead of days. Proven: 5 days of commentary down to 2.
Human judgment on what matters. Forecast accuracy, organizational context, what to escalate — that stays with me. Faster and more consistent output without sacrificing quality.
I price engagements based on what makes sense for the work. Most clients start with a free 30-minute call to understand the scope before we agree on anything.
Per hour, depending on complexity. Good for ad hoc work and ongoing support.
Fixed fee for a defined deliverable. Model builds, reporting overhauls, close optimization.
Monthly partnership. 10–15 hours of support. No overhead after the project ends.
I work with companies at an inflection point — growing faster than their finance infrastructure, carrying too much analyst bandwidth in close mechanics, and needing a finance partner who can build the infrastructure and operate it. I'm open to any industry where the work is a strong fit.
No pitch, no commitment. A 30-minute call to understand where your finance function is spending its time and whether there's a fit.
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