Proven Results Across Industries
Real case studies demonstrating how strategic FP&A and AI automation deliver measurable business impact across diverse organizations and challenges.
Regional Airline: Automated Revenue & Passenger Forecasting
Enabled leadership to make route profitability and scheduling decisions faster, with higher confidence, supporting turnaround efforts and investor reporting.
Challenge
Manual forecasting across 40+ routes relied on spreadsheets, with limited visibility into seasonality, competition, and aircraft constraints.
Solution
Developed dynamic forecasting models integrating historical booking data, seasonality curves, and competitive schedules. Automated reporting using Power BI and SQL pipelines.
Key Results
Private Equity Portfolio: Cash Flow & Scenario Modeling
Provided transparency and agility during critical funding and restructuring negotiations.
Challenge
Investors required visibility into liquidity runway and downside cases across multiple operating companies.
Solution
Built integrated three-statement models with sensitivity analysis, funding scenarios, and debt covenant tracking. Automated monthly reporting package to LPs.
Key Results
Spa & Wellness: Membership Revenue Model & Pricing Strategy
Created a financial foundation that allowed the spa to scale operations confidently and attract early members.
Challenge
Launching a new spa required a membership model that balanced predictable cash flow with customer value.
Solution
Designed tiered membership pricing (monthly, quarterly, annual) with revenue forecasting model. Analyzed churn, break-even points, and cash flow impact under conservative scenarios.
Key Results
AI Consulting: Readiness & Automation Assessment
Helped executives identify AI opportunities aligned with financial priorities and implement practical, ROI-focused solutions.
Challenge
SMB clients lacked clarity on where to apply AI for measurable ROI without overinvesting in tools.
Solution
Developed structured AI readiness assessments, mapped high-value use cases, and built quick-win automations using Supabase, Netlify, and LLM-powered agents.
Key Results
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Experience across diverse sectors with tailored solutions for each industry's unique challenges.
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Retail
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