Forecast Clarity Without Complexity
I help finance teams eliminate confusion and guesswork in their cash flow models—without adding more overhead. It’s not just about getting the numbers right. It’s about creating a process that’s stable, repeatable, and built to scale.
Key Features
Manual Steps Replaced with Automation
I identify repetitive tasks in your forecasting process—like roll-forwards and data refreshes—and help you automate them without overcomplicating your workflow.
Forecast Logic Untangled
If your model’s buried in dozens of sheets and linked tabs, I’ll help you clarify what drives what—so it’s understandable, editable, and future-proof.
Scenario Planning Built In
You’ll walk away with toggles and assumptions that let you quickly ask “what if?” without rebuilding your model every time the plan changes.
Source Data Aligned and Auditable
Your forecasts are only as good as the data feeding them. I help connect your reports to trusted sources, with clear lineage and minimal copy/paste.
Outputs That Speak Finance
Your final model won’t just show numbers—it’ll answer the questions decision-makers actually ask: timing, impact, confidence, and next steps.
Designed for Handoff, Not Dependency
I build processes your team can own—complete with documentation, clear prompts, and streamlined workflows that don’t require an AI expert to maintain.
Redesigning a forecast process isn’t about building the perfect model—it’s about building one that supports the way your team actually works. That means designing inputs your team will actually update, choosing the right level of automation, and making sure the process adds insight, not noise.
I help teams rethink how forecasts are built and used. Whether you’re trying to improve decision-making, align cash visibility across departments, or just clean up a broken process, I’ll help you implement a system that’s reliable, realistic, and actually gets used.
Other Services
Tool Selection & Setup
I help you select, apply, or build the right AI tool for cash flow forecasting—tailored to your data, timeline, and team.
Model Review or Custom Model Build
Whether you’re using an off-the-shelf tool or building your own, I’ll review the logic or design a model that fits how your business actually runs.
Prompt Engineering & Output Control
Using a commercial AI tool? I tune your prompts and inputs to deliver consistent, useful results—even from black-box models.
Forecasts That Don’t Break When You Blink
We rebuild your process so it works without consultants, confusion, or cleanup.