Signal, not noise.
A strategist and pragmatist working across finance and technology. More interested in what actually works than in what the textbook says — and in the patterns most readers miss.
Featured
Most CFOs now rank cutting costs and funding growth among their top priorities — simultaneously. That's not indecision; it's the new shape of the job. The problem is that almost every budget process is built for one hand only.
Read →Most firms have quietly acquired a critical supplier they don't manage — for the most important input they buy: thinking. Procurement solved this problem decades ago. It's time to apply the discipline to cognition.
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Finance is built on the premise that an answer is either right or wrong. The business it reports on has never worked that way — which is why the habit of updating cleanly is a CFO's real advantage.
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'Culture eats strategy for breakfast' gets quoted but rarely designed for. Culture isn't the enemy of a good plan — it's the container the plan has to live in, and when the two don't fit, the container wins every time.
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If you make decisions about money inside a company, this is for you.
I'm a working CFO writing candid field notes on AI, capital strategy, leadership and FP&A storytelling — without the buzzwords. Most weeks, one idea from the real world of boards, budgets and bets that can help you make fewer expensive mistakes.
This site exists because most finance content is one of two things: a quarterly earnings rehash, or a hot take with no model behind it. The first is data without thinking. The second is thinking without data. Signal-to-noise sits in the middle: practical, operator-level thinking from someone who signs off on the numbers.
Lately that has meant going back to first principles on where the money actually goes. An ongoing series reads Buffett's letters not as scripture but as an operating manual — capital allocation as the CFO's real job, and why the balance sheet you can't kill beats the one you've optimised. In Ask Warren, I take a question a board is asking this quarter and run it through that framework to see what survives.
Working on something at the edges of finance and tech? I'd like to hear about it.