Reporting
Reporting takes too long—and still raises questions.
The team spends more time collecting information than understanding what it means.
Financial clarity. Operational discipline.
Numbers.
Systems.
Execution.
I bring finance and operations together to give growing teams more clarity: clearer cash flow, stronger margins, better processes and systems that make the next move easier.
The short version
You should know where the money is going, what is slowing the team down, what is actually profitable and whether the business can execute the next move.
Reporting30%+Faster financial reporting through better workflow design.
Cash flow27%Reduction in outstanding receivables with stronger AR visibility.
Profitability18%Profitability improvement after rebuilding budgeting and controls.
Financial scale$10M+Annual financial and operational scope across international businesses.
01 / Who I help
When the business grows
faster than the finance process.
I work best with growing, founder-led and project-based businesses that need stronger financial visibility and better operating structure—without building a full finance department.
Cash flow
Cash feels unpredictable even when revenue looks healthy.
Receivables, commitments and timing are not visible enough to manage ahead of the problem.
Systems
The process depends on one person or one complicated spreadsheet.
Important knowledge is trapped in manual work, inconsistent routines or tools nobody fully trusts.
Best fit
You need more control—without adding unnecessary complexity.
A strong fit for founder-led companies, growing teams and project-based businesses that need sharper financial visibility and more dependable operating systems.
Revenue is growing, but visibility is not.
Decisions depend on scattered spreadsheets or one person.
You need a clear answer and an executable process.
02 / Services
Financial clarity.
Operational discipline.
The work is scoped around a real business need—not a long list of generic finance activities. Engagements can be focused projects, fractional support or ongoing advisory.
Focused projects
Fractional support
Ongoing advisory
01 / Financial clarity
Know where the business is heading
Budgets, rolling forecasts, cash-flow visibility and management reporting that connect the numbers to what is happening operationally.
Typical deliverables
Forecast model · Cash-flow view · Monthly reporting package · Management review
02 / Operational systems
Make the business easier to run
Better workflows, ownership, controls and handoffs so teams move faster, information stays reliable and the operation depends less on manual follow-up.
Typical deliverables
Workflow redesign · SOPs · Ownership map · Dashboard · Process handoff
03 / Finance + operations support
Solve a specific business problem
Focused support for pricing, profitability, project performance, inventory, capacity, resource allocation or any business case that needs a clear recommendation and an execution plan.
Typical deliverables
Financial model · Process analysis · Scenario review · Recommendation + action plan
Selected experience
Across construction, international agencies and founder-led ventures.
David Wilkes BuildersSAMYHD*Condesa One
03 / Selected outcomes
Better finance should
show up in the business.
Not just cleaner spreadsheets—more capital, more profit, stronger cash flow and a clearer understanding of where the money is going.
Capital strategy / Hospitality
$1M+Capital raise supported for a hospitality project
Need
A hospitality project needed investor-ready financial clarity.
Work
Built the model, capital requirements and investor-facing economics.
Outcome
Helped support the process of raising more than $1 million in capital.
Profitability / Operations
18%Profitability improvement in six months
Problem
Revenue was growing, but profit was leaking through weak planning and spending controls.
Change
Rebuilt budgeting, forecasting and operating controls around the real profit drivers.
Outcome
Profitability improved by 18% within six months, while unnecessary operating expenses fell by more than 10%.
Cash flow / Working capital
27%Less cash tied up in outstanding receivables
Problem
The company was earning revenue, but too much cash was still sitting outside the bank account.
Change
Created clearer AR visibility, ownership and follow-up routines across multiple markets.
Outcome
Outstanding receivables decreased by 27%, improving cash availability and working-capital control.
Financial visibility / Reporting
Know where the money
is going—30% faster
Problem
Managers could see that money was moving, but not quickly enough where costs, commitments and project performance were changing.
Change
Standardized financial workflows and connected project information with accounting reporting.
Outcome
Reporting became more than 30% faster, giving the team earlier visibility into where money was being spent.
04 / About
Finance + operations,
with an operator’s mindset.
I didn’t start by trying to become a consultant. I became fascinated by why some businesses grow with clarity while others struggle despite having talented people.
That curiosity has taken me from Mexico to Europe and now the United States, working at the intersection of finance, operations and execution.
I’m José, a finance and operations professional based in Austin. I work where financial information, systems and day-to-day execution meet—across construction, international agencies and founder-led businesses.
My approach is practical: understand the problem, simplify the information and build something the team can continue using after the project is finished.
Cross-industry
US + Mexico + Europe
English + Spanish
FP&A + Operations
International background
Experience across construction, international agencies and founder-led businesses in the U.S., Mexico and Europe—including responsibility across annual financial and operational scopes of up to $10M and a current construction portfolio of approximately $5–8M.
05 / Working together
A focused process,
without unnecessary complexity.
The engagement starts with the decision or process that needs to improve—not with a predetermined package.
Define the real problem
We identify what is unclear, what information exists and what decision the work needs to support.
Build the useful version
I create the model, report, workflow or analysis and test it against the way the business actually operates.
Leave the team with clarity
The final output includes a clear recommendation, ownership and a process the team can continue using.
06 / Contact
Tell me what feels
messy right now.
Share the challenge, what you currently use and the decision you are trying to make. I’ll respond within two business days and tell you honestly whether I’m the right fit.