Proven Results, CFO-Grade Outcomes
Each case shows measurable gains — accuracy, speed, visibility — plus the operating artifacts clients keep to run the system after engagement.
Note: Client names and metrics may be redacted or rounded for confidentiality.
Regional Airline — Automated Revenue & Passenger Forecasting
Leadership made fleet and scheduling decisions faster, with higher confidence—supporting turnaround work and investor reporting.
Challenge
Manual forecasting across 40+ routes; limited visibility into seasonality, competition, crew/aircraft constraints.
Solution
Built driver-based models integrating bookings, seasonality curves, and competitive schedules. Automated reporting via Power BI + SQL pipelines.
Method & Artifacts
- Driver-based forecast model (route-level)
- 13-week cash + 12–18 month P&L/CF rollups
- Power BI executive dashboards
- Variance guardrails + root-cause loop
Key Results
PE Portfolio — Cash Flow & Scenario Modeling
Provided transparency and agility during funding and restructuring negotiations across the portfolio.
Challenge
Investors required visibility into liquidity runway and downside cases across multiple operating companies.
Solution
Integrated three-statement models with sensitivity analysis, funding scenarios, and covenant tracking. Automated monthly LP reporting.
Method & Artifacts
- Integrated 3-statement model (each OPCO)
- Scenario packs (base/bear/bull)
- Covenant tracker + early-warning indicators
- LP monthly reporting template
Key Results
Wellness — Membership Revenue Model & Pricing
Built a financial foundation for scale and early traction, de-risking the launch.
Challenge
Launching a spa required a membership model that produced predictable cash flow without eroding margin.
Solution
Designed tiered membership pricing (monthly/annual) with churn scenarios and break-even analysis. Modeled cash flow and unit economics.
Method & Artifacts
- Membership pricing calculator
- 12-month cash runway model
- Churn & CAC/LTV sensitivity
- Executive KPI dashboard
Key Results
AI Consulting — Readiness & Quick-Win Automations
Identified the highest-value use cases and implemented pragmatic automations with controls.
Challenge
SMB execs lacked clarity on where AI delivers ROI and how to implement without overbuying tools.
Solution
Readiness assessments, value mapping, and quick-win automations using Supabase, Netlify, and LLM agents—aligned to finance priorities.
Method & Artifacts
- AI readiness scorecard + roadmap
- Automation blueprints (finance ops)
- Governance templates (risk & data)
- ROI tracker + ops documentation
Key Results
Ready to achieve similar outcomes for your organization?
Discuss Your ProjectIndustries I Serve
Finance leadership patterns repeat across sectors — I tailor the model to your realities.
Aviation & Transportation
Private Equity & HoldCos
Technology & SaaS
Healthcare
Manufacturing
Retail & eComm
Real Estate
Professional Services
Your Success Story Starts Here
Every transformation begins by making reality legible. Let’s map your constraints, install the operating rhythm, and measure the gains.