The Process

Consolidating

Forecasts and reports are only as good as their inputs. I will make sure your tech stack is providing useful data and seek to automate as many manual bottlenecks as possible. This will provide the foundation for all work to follow.

Reporting

Your shareholders, board members, and leadership need to stay informed on the ever-changing landscape of your business. I will provide you with sustainable tools to insure their needs are met.


Analyzing

Creating and tracking meaningful metrics that are key drivers of the company's performance is critical to success. Insights on these metrics will have a substantial impact on leadership decision-making capabilities.


Budgeting

I will design a budgeting process specifically catered to your business. We will turn a static forecast into a variable model that can be used as the business grows to reflect the changes in relevant levers.