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◇For finance & operations teams in manufacturingTrust the
Trust the
numbers.
I audit reporting logic, find the process breakdowns behind unreliable numbers, and automate the manual work that causes delays, errors, and confusion.
ERP · NetSuite, SAP, InforStack · SQL, Python, TableauBased · Gunnison, UT
~/audit/reporting_pipeline live
DBERP + source dataingest
⚙Reporting logic, cleanedvalidate
⟳Reconciliation, automatedreconcile
✓Numbers leadership trustsshipped
manual_steps_removed−80% close time
Selected companies — reporting & ERP systems built across finance, analytics, and manufacturing.
CSS Composites
What usually brings me in
When finance and ops are stitched together badly, the numbers stop being useful.
Most teams don’t need more dashboards. They need cleaner reporting logic, fewer spreadsheet handoffs, and workflows that hold up under pressure.
01
Reports don’t tie out across teams.
02
Month-end close drags because too much work is still manual.
03
Inventory, margin, and operating numbers change depending on who builds the report.
04
Critical reporting depends on spreadsheet chains no one fully trusts.
05
ERP workflows no longer reflect how the business actually runs.
06
Reconciliations, approvals, and status-chasing eat up the week.
Selected results
The process gets fixed. The numbers follow.
−0%
Reporting time cut by automating month-end consolidation on live NetSuite data.
Financial reporting automation
+0%
Improvement in on-time production after rebuilding ERP workflows and tracking.
Manufacturing ERP optimization
−0%
Reduction in warranty claim-entry time via AI-driven document processing.
AI document processing
−0%
Lower inventory carrying costs from tighter forecasting and visibility.
Supply-chain visibility
+0%
Better order-fulfillment rates across the supply-chain reporting layer.
Supply-chain visibility
−0%
Reduction in operational overhead alongside cleaner production reporting.
Manufacturing ERP optimization
Flagship offer
The Reporting & Automation Audit.
A focused diagnostic of your reporting workflows, ERP logic, spreadsheet handoffs, and manual processes — to find where numbers break, where trust is lost, and where automation pays off most.
What I review
- 01Reporting workflows from source to output
- 02ERP logic, field usage, and process gaps
- 03Spreadsheet dependencies and handoffs
- 04Manual reconciliations, approvals, workarounds
- 05Visibility gaps across finance and operations
- 06Automation opportunities with clear value
What you get
An executive-ready fix plan — not a slide deck.
- →Current-state workflow map
- →Reporting risk & trust breakdown summary
- →Reconciliation risk & control-gap findings
- →Bottleneck & manual-work analysis
- →Prioritized automation opportunities & sequenced fix plan
How it works
Find the drag. Fix the flow. Automate what shouldn’t be manual.
01 / REVIEW
Review
I look at reporting outputs, source logic, ERP workflows, spreadsheet dependencies, and the handoffs that create delays or confusion.
02 / DIAGNOSE
Diagnose
I identify where numbers become unreliable, where friction builds, and where the business is carrying manual work it shouldn’t be.
03 / PRIORITIZE
Prioritize
You get a clear action plan: what to fix first, what to automate, and what leadership should be watching.
Fit
A tight fit matters.
● Best for
- CFOs and controllers who don’t fully trust reporting outputs
- Finance leaders dealing with slow close or weak reporting consistency
- Operations leaders working around broken ERP and spreadsheet processes
- Small to mid-size manufacturers with process and visibility issues
- Teams that know manual work is hiding risk
○ Not for
- Teams wanting a generic dashboard build with no process cleanup
- Companies that want strategy slides without implementation follow-through
- Very early-stage businesses without established reporting workflows
Three ways to work together
Start with diagnosis. Go deeper only where it pays off.
FAQ
Start with the real problem, not a vague brief.
Q1What happens in the audit?
I review reporting workflows, ERP and process logic, spreadsheet handoffs, and manual finance or operations work to find where trust breaks down and where automation can help.
Q2Who is this best for?
Usually finance and operations leaders in small to mid-size manufacturing businesses dealing with reporting inconsistency, slow close, ERP friction, or spreadsheet-heavy workflows.
Q3Is this a software project?
Not at first. The audit is the diagnostic step. If fixes or builds are needed after that, they can be scoped separately.
Q4Do I need perfect documentation before reaching out?
No. A rough picture of the reporting pain, process issues, and current tools is enough to start.
Start here
If the numbers are hard to trust, start there.
The fastest way to improve reporting, visibility, and automation is to find where the process breaks first. A short note is enough — I usually respond within one business day.