Concept: First Finance Hire
I didn't write a cover letter.
I built what I'd build for you.
This is a functional prototype of the AI-native finance infrastructure I'd create as your first finance hire. Every dashboard, model, and workflow below is interactive, built to show how I think about the role and the specific challenges of scaling a B2B marketplace through Series B.
Why I Built This for Your Specific Role
You need someone who owns the chaos on day one
Outsourced US accounting, a UK transfer pricing arrangement, and financial models managed by an interim. I've done exactly this. At IFT I inherited operations across Singapore, Switzerland, and Germany, ran multi-currency payment runs, and managed the month-end close single-handedly. The cash flow dashboard and monthly close workflow show what my first week looks like.
You want a builder, not a spreadsheet operator
At IFT, I replaced expensive third-party SaaS with proprietary financial software I designed myself. I build automated data pipelines in Python, deploy AI/LLM workflows for reconciliation, and write the code when existing tools fall short. This entire application is proof of that. See the AI insights engine and automated board reports.
You need a strategic partner for Series B
The CEO needs someone who can translate marketplace dynamics into a compelling investor narrative, quickly. I've written a mock investor memoto show how I'd frame your metrics. The KPI dashboardshows which numbers I'd put in front of investors and why.
You operate across US and UK. So do I
I've managed finances across 4 jurisdictions simultaneously (UK, Singapore, Switzerland, Germany). Transfer pricing, FX exposure, cross-border payroll coordination, regulatory calendars. The transfer pricing dashboard and compliance calendar reflect real operational experience, not theoretical knowledge.
What I'd Build
Each section is a working prototype. Click any card to explore.
GMV Analytics Dashboard
Real-time marketplace metrics: procurement volume, supplier performance, category breakdowns, and regional analysis.
Cash Flow & Treasury
Cash position, burn rate, 13-week forecast, multi-currency balances (USD/GBP), and bank reconciliation.
Automated Monthly Close
FinOps workflow with automation triggers. Reduced close cycle from 10 days to 5 through smart categorisation.
Controls & Compliance
SOX-lite control framework, audit trail, and cross-jurisdictional compliance calendar (US Federal, UK HMRC).
Provider Management
Outsourced provider scorecards with insourcing roadmap. Phased plan to bring capabilities in-house.
Interactive Financial Modelling
3-year P&L with dynamic assumptions (GMV growth, take rate, COGS). Base, upside, and downside scenarios with live recalc.
Spend ROI Calculator
Channel-level spend analysis with CAC, LTV, payback calculations and sensitivity analysis for budget allocation.
Transfer Pricing
US-UK entity P&L split, intercompany service fee tracking (cost-plus), FX exposure management.
US-UK Coordination
Team coordination across timezones with overlap analysis, meeting scheduling, and project tracking.
Investor KPI Dashboard
The exact metrics Series B investors scrutinise: NRR, Burn Multiple, Rule of 40, Magic Number, cohort retention.
Board Report Generator
AI-generated monthly board packs with executive summary, KPI scorecard, and variance analysis. Export-ready.
Series B Data Room
Structured investor documents with role-based access, document preview, and due diligence checklist.
CEO Strategic Dashboard
Morning brief, decisions queue, risk radar, and strategic initiative tracker. Finance as a strategic partner.
AI-Powered Analysis
LLM-driven financial insights with confidence scores. Anomaly detection, variance explanation, Q&A interface.
Technical Documentation
Architecture decisions, AI integration approach, transfer pricing frameworks, and domain insights.
Built from scratch with Next.js, TypeScript, Tailwind CSS & AI tooling.