Selected Work
A selection of finance work across cash flow, dashboards, forecasting, lender models, due diligence, reporting automation, and decision-ready management views.
Client details are simplified or anonymized where required.
Portfolio approach
The work shown here is not about producing more spreadsheets. It is about building clearer financial systems, dashboards, forecasts, and decision materials that leadership can use.
Each project is organized around the same question: What decision does this help the business make?
Clear
The business needed better visibility into near-term cash, obligations, and pressure points.
Built a weekly cash forecast, mapped inflows and outflows, organized obligations, and created a liquidity dashboard.
Leadership could see expected cash movement, identify pressure weeks, and make earlier spending and collections decisions.
Connected Data Layer
Leadership had reports but lacked a concise executive view of cash, margin, performance, and issues requiring action.
Designed dashboard views for cash, revenue, margin, KPIs, AR/AP, variance, and exception signals.
Management review became faster, more focused, and more decision-oriented.
Clear
The company needed a planning model that could update with actual performance and changing assumptions.
Built budget logic, rolling forecast views, scenario assumptions, and variance analysis.
Leadership could compare plan versus reality and adjust spending, hiring, and growth decisions.
Decision-Ready
The business needed financial projections that could withstand lender questions.
Built a model covering revenue, margin, working capital, cash flow, debt service, covenants, and sensitivities.
The company had clearer financing materials and a better view of repayment capacity and risk.
Decision-Ready
A stakeholder needed to understand financial risks before a major financing, acquisition, or investment decision.
Reviewed financial statements, working capital, cash-flow quality, obligations, revenue patterns, and unusual movements.
Key risks were surfaced earlier, supporting clearer questions and better decision-making.
Decision-Ready
A SaaS or services business needed clearer visibility into pricing, revenue streams, margins, and profitability drivers.
Built unit-economics logic, revenue assumptions, margin analysis, and scenario views for pricing and growth decisions.
Leadership could better understand profitability by customer, channel, product, or pricing structure.
Similar challenge?
Share what you are trying to clarify: cash, forecasts, dashboards, reporting, financing, due diligence, or decision-ready management materials.
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