A growing library of financial models, decision frameworks, analytical templates, and written guides, each addressing a specific business or financial problem. New resources are added as they are completed.
A complete annual budgeting model: central assumptions hub, monthly P&L, actuals input, and automatic budget-vs-actual variance reporting. Industry-standard structure, formula-driven throughout, adaptable to any business. This is a working model, not a demonstration.
A structured model that separates the change in gross margin into its four underlying effects: price, volume, product mix, and cost. Built around the standard PVMC methodology used in CFO-level reporting, with full reconciliation check and waterfall-chart-ready output. Includes example data covering new product launches and discontinued lines.
A comprehensive FP&A forecasting tool built specifically for manufacturing businesses. Integrates backlog, lead times, capacity constraints, and scenario planning into a single strategic model, designed for businesses where production timelines and operational variables drive financial outcomes. Includes two-way sensitivity analysis and strategic scenario comparison.
A driver-based 5-year forecast with three scenarios (Base / Upside / Downside) and built-in sensitivity analysis showing which assumptions move the outcome most. Designed for strategic planning conversations, turning forecasts into structured discussions about what could happen and where the real risk lies.
A model for analyzing true profitability at the customer, product, or segment level, separating revenue contribution, direct costs, allocated overhead, and net margin. Identifies where the business actually makes money.
A complete 26-week cash flow model with NetSuite-style actuals, dynamic date-driven cutover between actuals and forecast, realistic payment calendar (payroll bi-weekly, rent monthly), and a stress test showing the gap between actual and forecast outflows. Includes a Base vs Stress scenario comparison, AP/AR aging summary, and a 3-scenario dashboard chart. Six tabs, fully formula-driven. Paired with the Insights post on cash flow under stress.
A practical guide explaining the difference between Reflection, Diagnosis, and Decision Modeling, and how connecting these layers changes the quality of financial analysis and the decisions that follow from it.
A guide to variance analysis that goes beyond the mechanics, separating meaningful signals from noise, diagnosing the real drivers behind a budget miss, and presenting findings clearly to leadership.
A practical introduction to pricing thinking: price elasticity, willingness to pay, mix effects, competitive dynamics, and how to build a simple pricing model when data is imperfect. Written for finance and business professionals.
An honest guide to integrating AI tools into FP&A and financial analysis workflows. Where AI genuinely accelerates work, where strong human judgment is essential, and how to avoid common failure modes.
Resources here are built around real business problems, not generic use cases. If there is a specific analytical problem or decision you are working on, get in touch and I will tell you how I would approach it.
Request a Resource