For 6+ years, I led financial strategy, forecasting and performance analysis across multi-million dollar brand portfolios in a Fortune 50 environment. That experience paired with an MBA from Rice University taught me how the best-resourced companies in the world make financial decisions. Now I bring that same discipline to business owners and executive teams who don’t have yet a full-time CFO, but need that level of thinking.
I partner directly with leadership to improve profitability, building financial processes that scale, and turn complex numbers into the clear, confident decisions your business needs to grow.
Values
Agility
Finance shouldn’t be static. I provide flexible, scalable processes that evolve alongside your business, ensuring you stay nimble and ready to capitalize on new market opportunities.
Precision
I believe that data is the language of business. My approach is rooted in meticulous analysis and disciplined forecasting, ensuring every decision you make is backed by accurate, actionable financial intelligence.
Partnership
I don't just deliver reports; I build long-term relationships. I integrate directly into your leadership team, acting as an extension of your company to navigate challenges, seize opportunities, and drive sustainable growth together.
Transparency
I believe in absolute clarity regarding your financial health. I provide honest, straightforward insights—even when the news is difficult—ensuring you always have a clear, accurate view of your business’s performance and risks
Ready to Scale?
Your next phase of growth requires the right financial strategy. Let’s discuss how I can help you translate complex data into actionable plans.
Reply within 1 business day
Trey@pivotpointstrategicfinance.com
(713) 292-6450