01 — DECIDE
I need help making a financial decision.
Strategic Finance Working Session
Bring a specific financial question, decision or problem and work through it with an experienced FP&A perspective.
- Cash and runway concerns
- Hiring affordability
- Budgeting and forecasting
- Pricing, profitability or scenarios
02 — MODEL
I don't trust my financial model.
Financial Model Review & Repair
Get an independent review of the assumptions, formulas, logic, structure and outputs behind a model you rely on.
- Formula and logic review
- Assumption review
- Issues and risk summary
- Recommended corrections + walkthrough
CASH VISIBILITY
03 — CASH
I need to understand what cash looks like next.
13-Week Cash Flow & Runway Forecast
See when cash gets tight, how much runway you have, and what changes under different revenue and spending scenarios.
- 13-week cash-flow forecast
- Base + downside scenario
- Cash-pressure and runway analysis
- Management recommendations
Can we afford this hire? • What if revenue misses plan? • How much runway do we have?
04 — REPORT
I have data, but not useful management reporting.
Management KPI Dashboard & Reporting Build
Turn financial and operating data into a focused management view that makes performance easier to understand and act on.
- Revenue and margin visibility
- Budget vs. actual reporting
- Management KPI framework
- Performance trend visibility