“The board wants a forecast, and our model is held together with hardcodes.”
Best forFounders and finance leads who need a budget, forecast or investor model they can trust.
Fifteen years of finance work, from audit at EY to running the finance function of an international group, packed into the models and reports your business actually uses.
You get a model that balances, is easy to update each month, and that someone other than its author can follow: clear inputs, consistent formulas, checks that flag when something is off.
What I build
- Integrated three-statement models (P&L, balance sheet, cash flow) for budgeting and forecasting
- Rolling forecasts with driver-based assumptions and scenario switches
- Monthly management and board packs: KPIs, variance analysis and commentary structure
- 13-week cash-flow forecasts for tight-liquidity periods
- Fundraising and investor models, valuation and M&A transaction models
- Multi-entity consolidation templates
Model reviews
Already have a model? I review it the way an auditor would, then fix what matters:
- Hardcoded numbers inside formulas, broken or external links, circular references
- Inconsistent formulas across periods and hidden logic
- Structure: inputs, calculations and outputs separated, with integrity checks
Background
- Built the model used to raise $50m+ in debt and equity at a US healthcare group, and closed four M&A deals
- Prepared IFRS consolidated statements, budgets and board reporting for a European manufacturer
- FCCA, FMVA® and BIDA® qualified