FP&A Tools, Models, and Decision Frameworks for Better Business Decisions
I build practical financial models, toolkits, and decision frameworks for finance leaders, analysts, and business owners, the kind of work that turns reporting into clear, defensible decisions on forecasting, pricing, margin, and cash flow.
Practical Analysis, Built to Be Used
This site is a working toolkit and a consulting practice in one. Three things you can do here, depending on where you are.
Practical FP&A Toolkits
Free, formula-driven Excel models for budgeting, margin analysis, forecasting, and cash flow. Working tools built around real business problems, not demonstrations.
Financial Decision Frameworks
Structured ways to think through pricing, profitability, forecasting, and risk, turning complex financial questions into clear, modelled tradeoffs leadership can act on.
Consulting & Custom Implementation
Custom models, analysis workflows, and decision-support systems built for your business, including AI-assisted finance toolkits tailored to how your team actually works.
Start With the Toolkit
The first layer of a growing toolkit library. Each model is formula-driven, adaptable to most businesses, and free to download, no signup required.
FP&A Budget & Variance Template
A complete annual budgeting model with an assumptions hub, monthly P&L, actuals tracking, and automatic variance reporting. Built for real use, not demonstration.
Margin Bridge & Price/Volume/Mix Model
A structured model that separates the change in gross margin into price, volume, mix, and cost effects, answering the question every CFO eventually asks.
Forecast Scenario & Sensitivity Model
A driver-based forecasting framework with explicit scenario ranges, sensitivity analysis, and identification of which assumptions matter most to the outcome.
Cash Flow Stress Test Model
A 26-week cash flow model with dynamic actuals-to-forecast cutover, a realistic payment calendar, and Base vs Stress scenario comparison, so liquidity risk is visible before it bites.
Advanced Toolkits in Development
The free models above are the entry layer. The first packaged toolkit, the CFO Monthly Close Toolkit, is now available. A set of deeper toolkits is being built to take the same rigour further, into forecast review, executive reporting, pricing, and optimization.
CFO Monthly Close Toolkit
Paste raw financials, get a board-ready close package: dashboard, 9-slide deck, formula-driven Excel, and an executive narrative. Free. Get it →
Forecast Review Toolkit
A structured way to pressure-test a forecast, surface the assumptions driving it, and document where the real risk sits.
Executive Reporting Toolkit
Turn monthly numbers into a clear, repeatable leadership package, the signal, not the noise, on one page.
Pricing Toolkit
Elasticity, willingness to pay, and mix modelled together, so pricing decisions hold up under margin and volume scrutiny.
Optimization Toolkit
Mathematical programming for pricing, mix, and resource allocation, the best available decision across real constraints.
Want early access?
Tell me which toolkit would help most and I will let you know when it's ready. Get in touch →
Thinking Behind the Tools
Practical writing on FP&A, pricing, forecasting, and AI in finance, the ideas the tools are built on.
How Good Is Claude at FP&A Work?
A structured benchmark, Opus 4.8 vs Sonnet 4.6 across effort levels on a CFO monthly close task. Five conditions, seven scoring dimensions, one clear risk warning.
The Three Layers of Strategic FP&A
Most analysis stops at reporting. Strategic FP&A moves through Reflection, Diagnosis, and Decision Modeling, with a worked example and downloadable tools.
Why More Volume Doesn't Always Mean More Profit
How pricing discipline and mix optimization deliver 21% higher contribution with fewer units shipped, using elasticity to find where pricing power actually exists.
Cash Flow Under Stress
By the time you feel a cash problem, it's usually too late to prevent it. What a proper 26-week stress test reveals, and the free model behind it.
AI-Assisted, Human-Led Finance
AI tools can meaningfully accelerate financial analysis, modeling, documentation, and communication, particularly when guided by strong analytical judgment. The two work best together.
I build AI-assisted finance workflows and toolkits, using tools including Claude, to structure complex problems faster, draft management commentary, improve model documentation, and turn advanced analysis into outputs leaders can use.
AI does not replace financial reasoning, business understanding, or modeling expertise. The advantage is in knowing how to combine these tools with FP&A experience and econometric thinking, so the work reaches decision-makers in a clearer, more useful form.
See How I WorkWhere AI adds real value
- Structuring complex business problems before building models
- Accelerating variance analysis and management commentary
- Drafting executive-ready narratives from analytical findings
- Supporting model documentation and assumption logic
- Building reusable templates, frameworks, and toolkits
- Translating advanced analysis into outputs leaders can use
- Scenario and sensitivity workflow acceleration
- Research synthesis and business-driver identification
Need a Custom Model, Analysis Workflow, or Decision-Support System?
Whether you need a financial model built, a forecasting or pricing problem diagnosed, an AI-assisted finance workflow designed, or a toolkit implemented for your team, describe the problem and I'll tell you how I'd approach it.