Ten areas of strategic finance work, each built to the standard a board expects.
Monthly and quarterly packs that tell a board whether the company is on track, why it is not, and what management will do. Each pack opens with a one-page headline dashboard and a written management discussion.
A board pack readable in minutes, with each decision requested framed for the board.
Revenue and cost forecasts built from pipeline, conversion, contract value, expansion and churn, and recalibrated monthly against actuals. Any month’s number breaks down into volume and price.
A forecast engine your team can interrogate, with accuracy tracked as a KPI.
Base, upside and downside cases run on the same drivers, with trigger points and an agreed management response for each downside path.
A scenario set and cost-action playbook, so “what if?” is answered in hours.
A rolling 13-week cash forecast built from receivables, payables, payroll and known one-offs, with stress cases and covenant headroom projected forward.
A weekly forward view of the minimum cash position and the runway it implies.
A short hierarchy of eight to ten measures that links operating inputs to financial outcomes. Each measure has an owner, a target and a written definition.
A KPI dashboard, a data dictionary and a monthly review format.
Contribution margin by segment, product and customer cohort, with shared costs allocated by driver, so capital follows margin and not only revenue.
A segment P&L and an FX-adjusted revenue bridge.
Preparation for a raise, an acquisition or a sale: the model, the scenario set, the narrative and the questions investors will ask. Buy-side and sell-side diligence support.
A defensible package that includes the downside case investors expect to see.
Redesign of the operating model, the FP&A function and the reporting process, including Vena builds from hierarchy to FX conversion.
A working planning and reporting process, documented and handed over.
Testing of AI-generated forecasts, variance commentary and models against real company scenarios. Each finding is recorded with the test, the evidence, the judgement reached and the limits of that judgement.
A review memo that a board, lender or auditor can follow, with every judgement traced to its evidence.
Restructuring of existing models so that AI tools and forecasting methods can use them: drivers separated from calculations, consistent hierarchies and labels, a data dictionary, version control and automatic error checks.
A restructured model with its documentation, reconciled to the original model’s outputs.
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