Areas of expertise

✔ 'Smart' Credit Risk Management — clear, data‑driven decisions to protect revenue.

✔ Working capital — create predictive cash flow models.  

✔ Mergers & Acquisitions — assist and advice on best practices. 

✔ Collections & Disputes — structured automated workflows that accelerate cash flow without damaging customer relationships.

✔ Revenue & Controls — consistent, compliant processes that scale with the business.

✔ Shared Services — assist with setup offshoring.

✔ Documentary Credit (LoC, Guarantees), Factoring & Underwriting Analytics — assist and advice on best practices. 

✔ Digital Transformation — automation and real-time insights to eliminate manual work and unlock efficiency.

✔ Factoring and Asset Based Loan Agreements — assist with ABL audit requirements.

✔ Building different frameworks — based on specific industry, ERP system(s), and team size.

✔ Cash Applications — assist and advice on best practices.

✔ Escheatment (Lost property) — processes and execution.

✔ Allowance for Doubtful Accounts  — stay compliant with CECL and ADA requirements. 

✔ and more