Financial Modeling
Custom-built Excel models for forecasting, scenario analysis, budgeting, and investment cases. Built for clarity and built to last.
Independent consulting · Financial modeling & BI
Financial models that drive decisions. Reporting that earns trust.
I help growing companies build the Excel models, Power BI dashboards, and financial reporting they need to move fast and stay in control.
Services
What I help with
Power BI & Reporting
Dashboards and automated reports that connect to your data sources and give leadership the numbers they need, when they need them.
Excel Optimization
Audit, restructure, and future-proof your existing spreadsheets. Fix the models that have become too complex, too fragile, or too slow.
Forecasting & Pipeline Analytics
Sales pipeline reporting, forecast accuracy tracking, and performance dashboards that connect CRM to boardroom.
Ad-hoc Analysis
Need a one-off deep dive? Valuation support, due diligence models, board presentation data — scoped and delivered fast.
T
About
Hi, I'm Ted.
I'm a CFO with hands-on experience in B2B manufacturing, M&A, and building financial infrastructure from the ground up. I've built the models, dashboards, and reporting systems that boards and investors actually rely on. Now I help other companies do the same.
Process
How it works
01
Scope
We define the problem, the deliverable, and the timeline. No open-ended engagements.
02
Build
I build the model, dashboard, or analysis. You get a working draft to review and pressure-test.
03
Deliver
Final deliverable with documentation. I make sure your team can own it going forward.
Contact
Let's talk.
Have a project in mind? Send me a note and I'll get back to you within 24 hours.