Financial Analysis
The numbers tell you where you've been. The model tells you where you're going.
Most businesses have data. Fewer have answers. There is a meaningful difference between knowing what happened last quarter and knowing what is likely to happen next.
I build models, forecasts, and dashboards that turn your historical data into forward-looking tools. Not reports that describe the past. Instruments that inform the future.
Financial Modeling and Forecasting
A model is only as good as the decisions it makes possible. I build lean, readable forecasts that give you a clear line of sight into what tomorrow looks like - cash flow, revenue trajectory, cost pressure - before it arrives. No black boxes. No outputs you need a degree to interpret.
Budgeting and Variance Anlysis
A budget without variance tracking is a wish list. I work with your actual history to build a plan that fits how your business behaves, then show you how to read the gap between what you planned and what happened. That gap is where the real information lives.
KPI Dashboards and Reporting
The right numbers, in the right place, readable at a glance. I build dashboards that bring leadership up to speed in seconds and train you on what to watch, what to ignore, and what a change in a given metric actually means.
Case Study
Tools of the Trade
Excel. Tableau. SQL. Power BI. Snowflake.
The tools are not the point. The point is knowing which one to reach for and why. Each of these has a job it does better than the others, and part of what I bring is knowing where the boundaries are.
Ready to see your numbers clearly?
Your data has a story to tell about where your business is headed. Let's make sure you're the first to hear it.
