If collections are slow, billing is a mess, or your finance team is stuck mid-reorg, that’s the kind of thing I sort out. I’ve spent decades turning around challenged companies and leading complex financial-org change, and I’ll work with you directly to get order-to-cash running clean — and keep it that way.
Every engagement has a defined scope, a set price, and a clear handoff. You know what you are getting and what it costs before we begin.
I map how your order-to-cash, billing, and collections actually work today, measure where time and money are leaking, and give you a short, prioritized list of fixes with a briefing for leadership.
I take one financial process and run it through DMAIC: define the problem, measure it, find the root cause, make the change, and set up the controls that keep the gain in place after I am gone.
I set up the governance, the meeting cadence, and the KPI dashboards a cross-functional effort needs, and keep an eye on both the numbers and the people.
No long proposals or open-ended retainers. We agree on the work up front, then I do it.
A 30-minute call to pick one process and one metric that matters to you.
A one-page proposal with the scope, the deliverable, and the price. No hourly surprises.
I do the work and hand over a control plan, so the improvement holds after I leave.
The figures below come from commercial roles leading enterprise receivables and billing. No federal past performance is claimed.
I have spent more than fifteen years running enterprise receivables, billing, and order-to-cash operations.
As a Lean Six Sigma Black Belt, I have recovered millions in bad debt a year, kept DSO low and steady, and delivered six- and seven-figure process savings through DMAIC work. I have stood up PMOs with governance and KPI dashboards, and built playbooks for more than eighteen acquisition integrations.
I pair that with everyday analytics tools (Tableau, Power BI) and the systems finance teams run on (Oracle, NetSuite, Salesforce). I hold the Google Project Management Professional Certificate and a FinTech certificate from Cornell’s SC Johnson College of Business (eCornell, 2026), and I am adding applied-AI coursework at eCornell to automate more of the receivables and collections work I have done by hand for years. I am based in Boulder, Colorado, and work remotely. You deal with one person the whole way through.
Most financial-integrity requirements come down to process work: document how operations really run, find the leakage, and put in controls that hold. That is what DMAIC is for.
| Agency requirement | What the engagement produces |
|---|---|
| OMB A-123 internal control and payment-integrity obligations | Documented current-state controls, the gaps identified, and a control plan that shows sustained improvement. |
| Improper-payment risk and reduction targets (PIIA / Appendix C) | Root-cause analysis of error and exception sources, with a prioritized remediation roadmap. |
| Debt Collection Improvement Act referral timelines | A faster, cleaner receivables-to-referral cycle, with fewer aged balances slipping past the clock. |
| Audit and GAO Green Book risk-assessment expectations | Process documentation and metrics an auditor can follow. |
| Shared-service standardization goals | Repeatable standard work that scales across the agencies a center serves. |
These are planning ranges, adjusted to the requirement. Each tier is a defined deliverable with a tight scope.
A single process map with a quick current-state assessment and a quick-win list, or a standalone KPI dashboard. A good way to start.
A full DMAIC engagement on one process: current-state map, root-cause analysis, an improvement roadmap with projected savings, and a control plan.
A larger effort across a process family or several linked sub-processes, with a fuller control and roll-out plan.
Every engagement starts with a 30-minute scoping call to pick one process and one success metric, followed by a one-page fixed-price proposal.
Identifiers for contracting officers and partners.
Tell me which receivables or billing process is costing you time or money. I will send back a one-page scope and a fixed price you can act on.