Systems Designed Around Your Decisions
Every engagement begins with a financial question, recurring process, or spreadsheet limitation. I design the model, report, or tool around your team’s actual requirements - not a predetermined software package.
Costing & Financial Modeling
When important decisions depend on reliable cost estimates, high-level assumptions are not enough. I build adaptable financial models that reveal cost drivers, evaluate alternatives, and translate complex inputs into useful decision support.
Typical projects include:
Product and service costing
Labor and benefit modeling
Contribution margin and break-even analysis
Scenario and sensitivity analysis
Cash-flow and financial forecasting
The result is a repeatable model your team can update, understand, and trust.
Report Automation
Recurring reports should not require hours of manual importing, cleaning, formatting, and validation. I redesign the reporting process to reduce repetitive work while protecting accuracy and consistency.
Typical projects include:
Automated data imports and preparation
Recurring management and financial reports
Variance and performance reporting
Dashboards and executive summaries
Automated validation and error checks
The result is dependable, on-demand reporting that gives your finance team more time for analysis.
Custom Finance Tools
When a standard spreadsheet is no longer sufficient—and off-the-shelf software does not fit—I build practical finance tools around the way your team works.
Typical projects include:
Advanced Excel workbooks
Excel add-ins and custom functions
Workflow and project-tracking tools
Standardized templates and controls
Integrated financial and operational tools
The result is a durable system that reduces errors, simplifies complex work, and adapts as your requirements grow.
Ongoing Support
Implementation does not have to be the end of the relationship. I can continue maintaining, validating, and improving eligible systems as your data, processes, and requirements change.
Support is available on an hourly, as-needed basis or through a Service Level Agreement that provides committed support hours, preferred rates, and scheduling priority.
A Practical, Collaborative Approach
You do not need to arrive with a technical specification. We will begin with the decision you need to make or the process that is consuming your team’s time. From there, I will evaluate the current workflow, define the requirements, and recommend a practical solution.
Ready to Improve Your Financial Systems?
Let’s discuss the model, report, or process your team needs to improve.