Services

Budget

Work with you and your team in developing a dynamic action plan and budget to help you manage resourcs, reach your goals and plan for the year. The goal is not to create static forms but rather living documents that help guide us through the process of achieving your milestones.

Financial and operational modeling

Create detailed, sophisticated operational and financial models to better understand performance drivers and improve strategic decision-making.

Strategic planning

Develop with you and your team the right objectives, milestones, plans, and strategies for your organization. Afterwards, I will work with you and your team on the execution phase to help your organization make the right kind of progress.

Forecasting

Improve forecasts by inputting more appropriate assumptions; building sophisticated models; making key updates; and creating and executing on actionable items that will help make your goals more of a reality.

Financial analysis

Perform a comprehensive financial review of your company to help you better understand your organization's performance. I will then work with you in developing a plan to get your organization on the righ path of achieving optimal performance.

Data analytics

Utilize a variety of applications and tools like Power BI, SQL-based applications, and Excel to perform data analytics for your organization. The goal is to produce the right kind of information in order to enhance your organization's performance.

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