Finance + Data · Philadelphia, PA

Most consultants speak finance or data.
I speak both.

I turn scattered, messy data into one clear picture your business can run decisions on — dashboards, models, and forecasts for Philadelphia-area businesses, from one person.

Flagship offerFixed fee · ~3 weeks · price known up front

The Visibility Sprint

In about three weeks I connect your scattered data — spreadsheets, tools, exports — and hand youone live dashboard of the numbers that actually run your business. One fixed price, agreed before we start. No hourly meter, no surprises.

What you get
  • Your key data sources connected into one place
  • One live dashboard of your core numbers, updating on its own
  • A clean, documented data model you own outright
  • A walkthrough so your team can read and trust it
What I do

Three ways I make your numbers work harder than they do today.

DASHBOARDS · WAREHOUSING

See the business

Dashboards, data modeling, warehousing and visualizations — one clear view of where things actually stand, updated automatically.

MODELING · FORECASTS

Model the future

Financial models, forecasts and scenario planning — read your statements clearly and see what different decisions do to the bottom line.

AI · AUTOMATION

Automate the busywork

AI and LLM workflows, automation and websites — hand off the repetitive reporting and data wrangling that eats your week.

Why me

The gap between finance and data is where the answers hide.

Most finance people can read a statement but can't build the pipeline that feeds it. Most data people can move the data but don't know which numbers matter to a P&L. Hand a problem to two specialists and you spend your time translating between them.

I sit in both. You get the engineering that makes the data trustworthy andthe financial judgment to know what it's telling you — from one person, with no handoff.

How it works

Four steps. You always know where things stand.

01

Call

A 20-minute call to hear the problem and see if I'm the right fit. No pitch deck.

02

Scope

I write down exactly what you'll get, when, and the fixed price — before any work starts.

03

Build

I connect the data and build the model or dashboard, with short check-ins so nothing drifts.

04

Hand off

You own everything, documented, with a walkthrough so your team can run it without me.

Founding clients · limited

Vortex is new. I'm taking on three founding clients.

You get a reduced rate and my full attention. In return I ask for honest feedback and — only if you're genuinely happy — a short reference or case study down the line. That's the whole deal. Three spots, first come.

Let's talk

Tell me what your numbers aren't telling you.

A 20-minute call, no obligation. If I'm not the right fit I'll say so and point you somewhere better.