L5 Metrics is a small independent consulting firm that focuses on bringing value to privately equity and private companies by delivering reliable finance and accounting best-practices solutions during complex transitions and transformations.


  • Interim CFO / Group Controller
  • M&A Transitions and Transformations
  • Cash Management
  • Financial Reporting
  • Advanced Excel Modeling
  • Dashboard Design


I'm a UC Berkley MBA with 20+ years of Global Financial Management experience. In 2011, I established L5 Metrics as my persoonal LLC to provide my contract services to companies and projects of all sizes. I've worked for public, private equity and private companies in the manufacturing, logistics, medical biologics and devices and distribution industries. Besides the fundamentals, I have significant expertise in process change management, finance systems, and advanced financial model development. Recent projects include:

  • ⦿ Interim CFO/Controller: Hands-on Accounting, FP&A and GAAP reporting / Global Consolidations
  • ⦿ Lender reporting and negotiations; Quality of Earnings (QofE)
  • ⦿ M&A Transition and Transformation: purchase accounting / working capital adjustments / process improvement
  • ⦿ Cash Management and Forecasting; Merchant Bank negotiations
  • ⦿ Credit Card Processing: Merchant Bank Negotiations; Lower CC Fees
  • ⦿ Workstream Expertise: Account-to-Report; Order-To-Cash; Procure-to-Pay; and Payroll
  • ⦿ MS-Excel Financial Modeling and Dashboard Development utilizing VBA programming
  • ⦿ Functional Expert (SME) and Project Managment for EPM and ERP Implementations and Migrations
  • ⦿ Shared Service Centers: Deep connections in Mexico or Costa Rica
  • ⦿ Metrics Management: Cloud based solutions to gather/deliver real-time data via mobile devices

My goal is to get the job done on-time and on-budget. I have clients of every size and many industries who turn to me for quick solutions to mission critical problems. I function well in dynamic environments and I'm accustomed to tight deadlines and companies going through transitions as a result of an acquisition or reorganization.

Contact me to tell me about your needs and I'll tell you how I can help. CONTACT ME

Interim Management

Interim Controller or CFO

Small-Mid Cap Financial Management Services. Process improvement while you find a permanent solution.


Excel for Business Process Solutions

Custom programming in Excel to eliminate manual input and streamline processes

ERP-EPM Project Support

Advisory and Project Support

Let me help ensure your ERP/EPM project is on-time and on-budget

Other Ideas and Services

Swiss Army Knife for Accounting

Practical solutions to many business process issues.