Financial Modeling

I turn ambiguity into clarity with actionable financial models.

I work with owner-led businesses, venture-backed startups, and service firms in the $2–20M range.

Financial decisions shouldn’t feel like guesswork. I help founders and business owners bring clarity and confidence to their numbers – so you can make bold moves, raise capital, and scale with less stress.

Organizations I’ve Served

Atlassian – Manychat – Lexiam Accounting – Alder Packaging
A-Plan Coaching – Luvina – 5×5 Telecom – Rise & Reign

Why work with me?

I’ve seen the inside of dozens of small-to-midsize businesses, from tech to services to product-based companies.

I bring an operator’s mindset – not just a spreadsheet jockey.

My clients don’t just get models; they get recommendations, context, and practical next steps.

Whether you need to convince your bank, your board, or just yourself, I’ll help you see what’s possible.

What I Deliver

Here’s a sample of the deliverables I’ve provided for clients.

⭐ Cash Flow Forecasting: Model cash needs and runway forecast, stress-tested for multiple scenarios.

⭐ Budgeting & Scenario Analysis: Build budgets you can actually use – plus tools to model upside/downside.

⭐ Cap Table & Waterfall Analysis: Create equity and liquidation models for fundraising, exits, or ownership changes.

⭐ Operational & Strategic Forecasting: Connect operations to the P&L, model hiring, pricing, or new business lines.

⭐ Historical Analysis: Multi-year deep-dives into P&L, balance sheet, customer/vendor spend – plus competitive benchmarks.

⭐ Spreadsheet Automation: Custom Visual Basic macros or Python scripts to consolidate messy data into actionable reports.

⭐ Profitability Analysis: Track client/project profitability by pulling payroll, contractor, or timesheet data.

⭐ Cohort & Retention Analysis: Reveal trends in customer acquisition, churn, or lifetime value to inform pricing and retention moves.

I use whatever tools fit your workflow – often combining Excel / Google Sheets with custom automation (VBA, Python) so your models stay both robust and easy to use.

Make better decisions with data.

There are many different ways we can work together. Our common offers are below, and we can customize these based on your unique needs. Please reach out to chat!

Clicking on any of the orange buttons below will start a quick calendar scheduling process. Prefer email instead? No worries – whatever works best for you!