Notes from running finance: what works, what breaks, and where AI fits.

I write about the day-to-day problems in finance and operations, what I learn fixing them, and what I'm testing with AI.

Approval flow

OnRamp 2026

People I've worked with

01Experience

Where these notes come from.

2016 — Now

Halo Media
Head of Finance2022—25 · 2026—
Built finance visibility across FP&A, business control, payroll, accounting coordination, reporting, systems, and executive decision support.
Now2022—25 · 2026—
Mercado Pago
Business Control · Financial Operations2025—26
Worked in a high-scale LATAM fintech environment, focused on planning, performance visibility, cost structure, and business control.
2025—26
Disney
FP&A · Planning2020—22
Worked inside a global media finance organization across reporting, planning, forecasting, and performance analysis.
2020—22
General Motors
Financial Analyst2018—19
Operational finance experience in a global automotive environment, working across financial analysis, controls, audits, and business support.
2018—19
KPMG
KPMG
Audit2016—18
Audit foundation across accounting, controls, financial statements, and cross-industry exposure.
2016—18

02Approach

01
Scattered numbers
Leadership-ready reporting
Inputs → Control → Decisions
02
Margin uncertainty
Clearer business control
Revenue & cost → Margin → Capacity
03
Manual workflows
Operating rhythm
Process → Ownership → Rhythm
04
Financial noise
Executive decisions
Complexity → Synthesis → Decisions

03AI in my workflow

Most of it is unglamorous: cleaning up inputs, pressure-testing numbers, drafting the memo. This is the workflow I keep coming back to.

01 · Information
Turn messy inputs into structured context.
Parses exports, cleans columns, reconciles definitions across sources, flags inconsistencies.
OutputA clean structured dataset or briefing, ready for analysis.
ChatGPT · Claude · n8n
02 · Analysis
Pressure-test the numbers, not just present them.
Models scenarios, validates drivers, surfaces variance gaps, detects edge cases.
OutputA short list of what changed, what's at risk, and what to dig into next.
Claude · ChatGPT · Sheets
03 · Executive narrative
Translate analysis into a memo leadership can act on.
Drafts summaries, sequences arguments, frames options for non-finance readers.
OutputA one-pager or memo with a clear recommendation and supporting logic.
Claude · ChatGPT
04 · Decision support
Frame the call, not just the data.
Maps tradeoffs, surfaces blind spots, drafts counter-arguments, sequences next steps.
OutputA decision frame with options, risks, and a recommended path.
Claude · ChatGPT

04Contact

I'd like to hear how you're approaching it, whether it's finance, operations or AI.