Data-Driven Financial,
Operational & Strategic Services
Financial Modeling
& Strategic Analysis
• Financial Modeling for Strategic Planning and Acquisition Decisions
• Cash Flow Forecasting, Analysis, and Management
• Business Operations 5 Year Strategic and Micro Operations Modeling
• Price Elasticity Analysis and Price Strategy Modeling
• Planning Capital Requirements Aligned with Strategic Goals
• Cash Flow Forecasting, Analysis, and Management
• Business Operations 5 Year Strategic and Micro Operations Modeling
• Price Elasticity Analysis and Price Strategy Modeling
• Planning Capital Requirements Aligned with Strategic Goals
Budgeting &
Reporting
• Data-Driven Budget Development Linked to Strategic Plans and KPls
• Management Reporting Tools Tailored to Executive Decision-Making
• Advertisement Performance Reporting and Attribution Modeling
• Management Reporting Tools Tailored to Executive Decision-Making
• Advertisement Performance Reporting and Attribution Modeling
Technology &
Infrastructure
• Evaluation and Implementation of ERP & Operational Decision-Making Systems
• Financial Team Assessment, Recruitment, and Training
• Financial Team Assessment, Recruitment, and Training
Executive-Level Strategy & Leadership Support
Strategic Advisory
• Aligning Leadership Vision Through Financial Modeling
• Serving as an Active Board Member or Advisor to CEO or CFO
• Serving as an Active Board Member or Advisor to CEO or CFO
Preparing Your Business for Sale
• Capital Raise Planning and Presentation Design
• Exit Strategy Planning and Preparing a Business for Sale
• Exit Strategy Planning and Preparing a Business for Sale
Interested in Working Together?
If you think there may be a fit, let’s talk. I am open to an initial conversation. I take on a small number of projects and only where the work has a clear impact. Our joint discovery may involve several meetings before we decide whether and how to move forward.
