Financial Analytics
Financial forecasting and unit economics
Cost Structure Analysis & Industry Benchmarking Framework
Design cost structure analysis systems that benchmark operating costs against industry standards — identifying where spending is above, at, or below peer benchmarks per category, revealing structural inefficiencies, and quantifying the savings opportunity from aligning with best-in-class cost ratios.
Investor Reporting & Board Metrics Package Design
Design investor and board reporting packages that present financial and operational metrics in the format investors actually evaluate — with the specific metrics, benchmarks, and narrative structure that answer the three questions every board member asks: are we growing efficiently, how much cash do we have, and what are the risks to the plan?
Revenue Recognition & Deferred Revenue Analytics
Design revenue recognition analytics that track when revenue is earned vs. when cash is collected — managing deferred revenue balances, recognition schedules, and compliance with ASC 606/IFRS 15 for subscription, usage-based, and multi-element arrangements where billing and recognition timing diverge.
Pricing & Profitability Analysis by Product, Customer, and Channel
Design profitability analysis systems that calculate true margin per product, customer, and channel — allocating direct and indirect costs to reveal which segments generate profit and which destroy it, so pricing decisions and resource allocation are based on real contribution, not revenue volume.
Working Capital Optimization & Cash Conversion Analysis
Design working capital analysis systems that optimize the cash conversion cycle — reducing days sales outstanding, managing payables timing, and controlling inventory levels to free trapped cash without damaging supplier relationships or customer experience.
Scenario Modeling & Sensitivity Analysis Framework
Design scenario modeling frameworks that test business plans against multiple futures — best case, expected, downside, and crisis — with sensitivity analysis showing which variables have the most impact on outcomes, so leadership makes decisions that are robust across scenarios rather than optimized for one.
Variance Analysis & Budget-to-Actual Tracking System
Design variance analysis systems that compare actual financial results to budget at every level — revenue, cost, margin, and department — decomposing variances into price, volume, and mix components so leadership knows not just that the business missed budget, but exactly why and by how much per driver.
Cohort Revenue Analysis & Customer Lifetime Value Modeling
Design cohort revenue analysis systems that track how each customer acquisition group generates revenue over time — building retention curves, calculating LTV by cohort, detecting degradation across vintages, and projecting future revenue from existing cohorts to separate growth from retention in financial planning.
Unit Economics Calculator & Profitability Analysis
Calculate unit economics (CAC, LTV, payback period, contribution margin) with cohort analysis and profitability benchmarks — to determine if the business model is sustainable at scale.
Financial Forecasting Model & Scenario Planning
Build financial forecasting models with scenario planning, sensitivity analysis, and variance tracking — based on historical data and business drivers, not just linear extrapolation.