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

