D. FINANCIAL MODELING & REPORTING

Financial statement modeling gives client’s the opportunity to really analyze their business plan under different ‘what if’ scenarios. Mathematical and financial relationships are reviewed and documented in a spreadsheet or database format to process different economic variables experienced in the client’s business. Pro-forma financial statements are then generated in a format familiar to the client to allow review of how each scenario could affect the company. A similar client request is gathering actual data and creating ‘ad-hoc’ reports. Many times the ‘canned’ system reports do not present the client with data in a format that can help answer the specific question or immediate need of the moment. Through logic and critical thinking, I help clients analyze their data by creating special reports to fulfill specific needs.

Financial Statement Modeling.

Ad-Hoc Reporting.
