B2B software company
Fractional, multi-year
One source of truth for finance, sales, and marketing
I unified data from across scattered systems into a single source of truth, then built the dashboards each team actually needed. The CFO got granular reporting on exactly how revenue came in and was recognized. Sales got rep-level reports that showed how reps were gaining traction, plus tools managers could use to coach their teams and judge success by more than a generic pipeline. Marketing got a detailed multi-touch attribution model that split revenue across every trackable channel. I ran it as an ongoing part-time resource for years, until the company was ready to build the function in-house.

