Proof of Work, Not Just a Project List

Each item here starts with a concrete business problem, a decision that needed structure, a question standard reporting couldn't answer, or a framework built to give leadership clearer choices. Many are downloadable; all reflect how I actually work.

Built, Tested, and Downloadable

01
Available

FP&A Budget & Variance Model

The problem: finance teams need an integrated budgeting framework that connects assumptions to P&L, tracks actuals monthly, and generates variance analysis, without rebuilding from scratch each cycle.

Approach
Annual budget model: assumptions hub, monthly P&L, actuals input, automatic variance reporting across all major line items.
Decision Value
A reliable, maintainable planning structure that supports real budget conversations, not a one-time exercise.
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02
Available

Margin Bridge & Price/Volume/Mix Decomposition

The problem: revenue grew but gross margin didn't. Leadership needs to know exactly where the margin went, and whether the issue is structural or controllable.

Approach
Standard PVMC decomposition separating price, volume, mix, and cost effects, with full portfolio-level reconciliation.
Decision Value
Pinpoints whether margin erosion is pricing, mix, cost, or volume, and which levers can address it.
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03
Available

Forecast Scenario & Sensitivity Model

The problem: a business needs a forecast that reflects realistic uncertainty, and leadership needs to know which assumptions actually move the outcome.

Approach
5-year driver-based forecast, three scenarios, and sensitivity analysis ranking each driver by impact on Year 5 net income.
Decision Value
Turns forecasting from a point estimate into a structured strategic conversation about risk.
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04
Available

Cash Flow Stress Test (26-Week)

The problem: the P&L looks fine, but cash is unpredictable. Leadership needs to see liquidity pressure under different conditions before it arrives.

Approach
26-week model with dynamic actuals-to-forecast cutover, realistic payment calendar, AP/AR aging, and Base vs Stress comparison.
Decision Value
Early visibility into liquidity risk, turning cash management from reactive to proactive.
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Worked Problems, Start to Decision

These walk through a real analytical problem end to end, the question, the method, and the decision it supported. Identifying details of any client work are kept deliberately general.

Testing the Tools, Honestly

Being Built Now

10
Available

CFO Monthly Close Toolkit

The problem: monthly close produces numbers, but assembling a board-ready package, variance, KPIs, narrative, still eats days of analyst time every month.

Approach
A guided workflow that turns raw financials into a complete close package: dashboard, 9-slide deck, formula-driven Excel, and executive narrative, in one run.
Decision Value
Faster close, consistent reporting, and more analyst time spent on judgment instead of assembly.
Read the launch & download free →
11
In Development

Mathematical Programming for Business Decisions

The problem: pricing, allocation, and capacity decisions involve many variables and constraints at once, usually settled by intuition. A systematic optimization framework can find solutions intuition misses.

Approach
Optimization models that search the full decision space under real-world constraints to find the best available decision.
Decision Value
Moves resource and pricing decisions from intuition-guided to model-supported, while staying practical.

Where the Quantitative Depth Comes From

The optimization and scenario thinking in my business work is grounded in graduate-level research, including large-scale nonlinear optimization modeling in GAMS for policy scenario analysis. That background is the engine behind the business tools, it isn't a separate practice. The focus of this site is FP&A and financial decision support; the research simply explains the rigour underneath it.

Have a Problem That Needs Real Analysis?

I take on consulting projects, fractional FP&A engagements, financial modeling work, and custom toolkit builds. The more complex the question, the more structured analysis tends to help.

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