Director of Finance Software, Custom-Built for Financial Ops Teams — North County San Diego
I'm PJ, a solo tech consultant based in Encinitas. If you run finance at a FinOps software company and your internal tooling is slowing your close, your reporting, or your team — I'll tell you in one text whether I can help.
📱 Text PJ: 858-461-8054Quick answer for Directors of Finance in FinOps software:
- Yes, I build custom internal tools that sit alongside NetSuite, Sage Intacct, QuickBooks, or your own stack
- Most reconciliation, reporting, and data-pipeline fixes ship in 2–4 weeks, not quarters
- Flat project pricing. No retainers, no seat licenses, no surprise invoices
- One human (me) — you text, I answer. No account manager layer
→ See a real financial ops build I shipped
6 questions Directors of Finance actually ask me
Can you build something that reconciles between our billing system and GL without us hiring a full dev team?
Yes. That's exactly the kind of work I do. A custom reconciliation layer — pulling from your billing platform, normalizing, matching, flagging variances — is usually a 2 to 3 week build for one person. No team needed.
We're drowning in Excel close checklists. Can you replace them with something real?
Yes. A lightweight internal app with owners, statuses, dependencies, and audit trail — built to your actual close process, not a generic template. Usually ships in under a month.
Our BI tool can't answer the questions the CFO is asking. What do we do?
Often the BI tool is fine — the data model underneath isn't. I audit the pipeline, fix the joins and definitions, and deliver the specific dashboards leadership wants. Cheaper than switching BI vendors.
Can you integrate a SaaS tool with our ERP without a six-figure implementation?
Usually, yes. Most "enterprise integrations" are 400 lines of code and a scheduler. I've done Stripe → NetSuite, HubSpot → Intacct, custom billing → GL. Flat fee.
Do you sign NDAs and work with financial data?
Yes to both. NDA first, scoped access, clean handoff. I work solo so there's no offshore team, no subcontractor chain — just me.
Are you local? Can we actually meet?
Yes. I'm in Encinitas, work with clients across North County San Diego and remote. Happy to grab coffee in Solana Beach, Carlsbad, or Del Mar before you commit to anything.
Useful advice for your role
Stop paying for features you won't configure
Most FinOps teams use 20% of what their ERP can do. Before buying another module, ask what a 2-week custom build would look like. Often 1/10th the cost.
The close bottleneck is rarely accounting
It's usually data getting from sales/ops systems into finance cleanly. Fix the pipe, not the people.
Dashboards die from undefined metrics
Before building another report, write one page: what does "ARR" mean here, exactly. Same for churn, MRR, bookings. Disagreement kills trust in data.
Auditor-ready beats elegant
Every internal tool you build should log who changed what, when. Costs 2 extra hours to add. Saves 40 hours at audit time.
Don't let engineering own finance tools
When finance tools sit in the eng backlog, they never ship. Owning a small external build budget gets you unblocked.
Vendor lock-in is a finance problem
Before signing a 3-year SaaS deal, ask: can I export the data in a usable format? If the answer is vague, negotiate harder or pass.
A note from PJ
I've built tools for finance teams at SaaS companies, agencies, and ops-heavy businesses. The pattern is always the same: smart director, stuck between "eng can't prioritize this" and "the vendor quoted six months." I'm the third option. Text me — I'll tell you in five minutes if I can help.
Connect on LinkedIn →Ready to text?
One message. Real answer. No sales funnel.
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