WHAT I DO

Finance that functions as a decision engine.

Three connected areas of work. Most engagements start in one and pull the others along as the picture gets clearer.

01

Plan & Forecast


Build a forecast the business recognizes and leadership will defend, grounded in drivers, not in last year's file.


Driver-based forecasting


Budgeting & annual planning


Long-range planning (3–5 year)


Scenario & decision modeling


Cash flow & liquidity forecasting

02

Measure & Decide


Turn performance data into a small number of metrics that actually change what the leadership team does next.


Performance metrics & KPI design


ROI & profitability analysis


Quality of earnings


Resource allocation & trade-offs


Business case development

03

Report & Withstand Scrutiny


Reporting built for the audience that matters most, namely Boards, investors, lenders and acquirers.


Management & Board reporting


Investor and earnings support


Valuation: operating, start-up, exit


Operating model design


Finance transformation & process design