CFO-Led Finance & Accounting Process Re-engineering
Cut repetitive manual work.
Build reliable, auditable workflows.
Free your team for analysis and decisions.
The name lusid blends lucid clarity with the arc of imagination meeting practical execution.
Practical automation for month-end close, reconciliations, reporting, and data handoffs. Designed by a CFO with engineering roots so your processes are controllable, scalable, and actually owned by your team.
Struggling with fragile spreadsheets, slow close cycles, or unreliable handoffs? I can help you pinpoint where to start.
About
Lusid Solutions is led by a CFO with 20 years of experience across finance leadership and digital transformation. With a foundation in Electrical and Computer Engineering and deep finance and accounting expertise, I have led end-to-end process automation and system implementation initiatives, from securing credit facilities and optimizing cash flow to deploying AI-enabled tracking tools that deliver real-time operational visibility.
The focus is simple: shift your team's time away from manual data entry and toward reviewing and validating the data. Build repeatable processes that reduce rework and errors, so your team can trust the numbers, improve handoffs, and drive continuous improvement.
Who We Work Best With
Best fit: growing companies with $10-75M in annual revenue, 50-250 employees, and typically 3-12 people in finance and accounting. Especially strong for manufacturing, SaaS, and professional services teams outgrowing fragile spreadsheets and desktop scripts without wanting enterprise bureaucracy or big-firm pricing.
Why Teams Choose Lusid Solutions
Deep Operator Experience
20 years in finance leadership roles, including full ownership of month-end close, financial planning and analysis, and systems transformations. We support nimble $10-75M companies and understand the frustration of unreliable data handoffs and fragile workarounds because we have lived it.
Engineering + Finance Mindset
An Electrical and Computer Engineering foundation means we approach automation as system design: maintainable, observable, and built for long-term reliability rather than quick desktop fixes.
Our promise is simple: we design processes that reduce manual work and error risk while keeping humans firmly in control for judgment, exceptions, and accountability. No black boxes. No chaos.
Key Leadership Experience
Most recently as Chief Financial Officer in the industrial and manufacturing sector, I led a company-wide digital transformation that delivered over $200,000 in annual savings, automated core back-office processes, strengthened cash flow, and improved reporting speed and accuracy.
Notable Achievements
- Directed enterprise digital transformation across finance, operations, and manufacturing
- Automated back-office processes and reduced manual workflows significantly
- Secured and managed a $1.9 million line of credit while optimizing capital structure
- Developed and deployed an AI-driven parts tracking application for real-time inventory visibility
- Led strategic initiatives across treasury, procurement, and marketing to drive performance and growth
Prior Roles
- Director of Finance in healthcare technology (remote)
- Senior project accounting and ERP implementation leadership across manufacturing, food and agriculture, and healthcare technology
- Delivered measurable gains in reporting speed, process efficiency, debt reduction, and system transformation outcomes
Services
Process automation
Map routine workflows (close, reporting, reconciliations, approvals) and design orchestration and integrations that fit how your team works, so automation is owned, observable, and easy to evolve.
Finance & systems alignment
Bridge accounting requirements and technical implementation so controls, audit trails, and reporting stay coherent end to end.
Technical problem solving
From integrations and data flows to automation platform choices, bring an engineering mindset to problems that are often treated as “just process,” with clear criteria for reliability and maintainability.
Advisory
Judgment at a CFO level on where automation pays off first, what to standardize, how to manage risk, and how to phase innovation without breaking the operation.
Process optimization and automation
We help finance and operations teams move from single-use fixes to a coherent automation strategy: what to standardize first, where intelligent tools add leverage, and how to keep humans in the loop for judgment, controls, and accountability.
Misnomer: implementing automation means firing people. Reality: the goal is to free your team's time from repetitive data entry so they can focus on meaningful work like validation, analysis, exception handling, and better decisions.
Intelligent workflows
Orchestrate handoffs across ERP, planning tools, and spreadsheets with triggers, validations, and exception routing, so “automation” means full process reliability, not a fragile script on one desktop.
AI where it earns its place
Explore practical AI use cases: document intake and classification, assistive reconciliation, anomaly surfacing, and narrative or memo drafting from structured data, scoped to your policies and evidence requirements.
Innovation without chaos
Pilot new ideas in bounded workflows, measure time and quality impact, and decide what to scale. The goal is innovation that sticks: documented logic, ownership, and a path from experiment to production.
Governance & trust
Design for auditability: data lineage, access controls, model or rules transparency where required, and clear escalation paths so automation and AI strengthen controls rather than bypass them.
Investment Planning & Expected Returns
Finance and accounting are often treated as overhead, so they are usually the last department to get real improvement investment. We help change that. With targeted, practical automation, you can achieve faster, more accurate financial data, real-time answers to business questions, and clear ROI.
How We Structure Engagements
• Start with a no-cost discovery call to identify your biggest bottlenecks.
• Pilot phase (typically 4-8 weeks): process mapping, workflow design, and initial automation scoped to deliver visible wins quickly.
• Tooling is usually modest - we leverage what you already have (Microsoft 365, Power Automate, light AI assistance).
The first phase is intentionally right-sized so you can evaluate results with minimal commitment.
Expected Returns
For $10-75M companies with 3-12 finance staff, we commonly target:
• 30-60% reduction in repetitive manual tasks (close, reconciliations, reporting handoffs)
• Faster close cycles and significantly fewer errors
• More team capacity for analysis and exception handling
Most pilots deliver clear payback through time savings and reduced risk within 6-12 months.
Reality: The biggest ongoing cost in finance is usually the hidden expense of manual work - overtime, error corrections, and skilled people stuck on low-value tasks instead of driving the business. A well-targeted pilot often pays for itself by freeing capacity and strengthening controls.
Exact investment depends on scope and your current tools. After a quick discovery call, I'll give you clear, tailored options.
How we work
- Clarify the outcome: time saved, risk reduced, insight gained, or a specific automation or AI pilot defined.
- Set expectations early: meaningful improvement requires openness to change, because performing a process only because "it works" is not always the right long-term solution.
- Document the current process honestly (including the workarounds).
- Design automation that is maintainable, not a disposable script nobody owns, whether classical automation or AI-assisted steps.
- Measure results: time saved, error reduction, and team feedback before scaling.
- Roll out in stages so finance, IT, and risk stakeholders stay aligned.
Common questions
What is intelligent automation in finance?
Intelligent automation combines workflow orchestration, integrations, and, where it fits, AI or rules-based logic so routine finance work (close tasks, reconciliations, allocations, reporting handoffs) runs with fewer manual steps, clear ownership, and a reliable audit trail.
How can AI support finance and accounting teams?
Practical uses include document classification and data extraction, guided review for exceptions, anomaly detection in reconciliations, and assistive drafting for repeatable narratives, always with human oversight and controls that match your policies.
Does Lusid Solutions replace finance staff with AI?
No. The goal is to eliminate repetitive low-value work and reduce error risk so your team can focus on judgment, analysis, exception handling, and stakeholder communication. Automation and AI are tools that support your people, not replace them.
How long does a typical project take?
Most clients start with a focused 4-8 week pilot to map processes and deliver visible wins in one or two high-pain areas. Full rollout usually happens in phases over 3-9 months, depending on scope and complexity.
What kind of ROI can we realistically expect?
For teams with 3-12 finance staff, we commonly target 30-60% reduction in repetitive manual work, faster close cycles, and fewer errors. Many projects reach break-even within 6-12 months through time savings, reduced overtime, and lower risk.
Do we need to rip and replace our existing systems?
No. We usually build on what you already have - Microsoft 365, your ERP, spreadsheets, and current tools. The focus is on smart integrations and orchestration rather than expensive system replacements.
How involved will my team need to be?
Your team's involvement is essential but manageable. We work collaboratively - documenting current processes (including workarounds), reviewing designs, and testing automations. The goal is to build ownership so the team can maintain and evolve the processes after go-live.
Contact
Not sure what is slowing your team down? Tell us what you are seeing in reporting load, close cycle, data handoffs, or your automation backlog, and we will help you pinpoint the bottlenecks with practical next steps.