See around corners before you make the call.
Pro formas, multi-period forecasts, scenario analysis, and decision models — built in Excel and delivered with clear assumptions and owner-ready summaries. Not just a spreadsheet dump.
Models built for decisions, not just presentations
Financial modeling experience includes pro formas for institutional vendor pitches, internal planning and budgeting models, pricing analysis, staffing and headcount forecasts, and scenario work to support decisions with real stakes. Previous work includes assisting with structured financial modeling as part of larger financial analysis engagements.
Every model is built around clearly stated assumptions that can be changed as the situation evolves. The goal is a tool that supports real conversations — with your team, your investors, or your bank — not a static spreadsheet that gets filed away.
- Assumptions-driven pro formas with clear inputs
- Multi-period (1–5 year) financial forecasts
- Scenario and sensitivity analysis (base / optimistic / conservative)
- Pricing and margin analysis
- Staffing and headcount models
- Break-even and investment return analysis
- Executive summary tabs for stakeholder presentation
- Revisable models that can be updated as assumptions change
Starting estimates — scoped per project
Every model is different. These are starting points — actual pricing is confirmed after understanding the scope, assumptions needed, and intended audience.