Fractional Reporting & Analytics Support

I build financial models that help founders, finance teams, and business owners understand performance, forecast growth, evaluate scenarios, and communicate plans to investors or stakeholders.

Typical clients include startups, growing businesses, and finance teams that need a clean, flexible model they can actually use and update.

Examples:

• Startup operating models

• Three-statement financial models

• Fundraising models

• Burn and runway analysis

• Scenario and sensitivity analysis

• Revenue buildouts

• Hiring and headcount planning

• Pricing and unit economics models

I help businesses improve recurring reporting, budgeting, forecasting, KPI tracking, and financial visibility. This work often involves cleaning up messy Excel files, reconciling data, building repeatable reporting packages, or creating dashboards for leadership.

Typical clients include small businesses, growth-stage companies, established operating businesses, and finance teams that need additional project-based analytical support.

Examples:

• Budgeting and forecasting templates

• Monthly reporting packages

• KPI dashboards

• Excel reporting automation

• Data reconciliation and audit support

• Revenue, margin, and expense analysis

• Cash flow reporting

• Board or lender reporting support

I help investment teams improve portfolio visibility, reporting, forecasting, and data workflows. This work is especially relevant for small asset managers, RIAs, family offices, allocators, and lean investment teams with institutional-quality reporting needs but limited internal analytics infrastructure.

This work draws on my full-time experience supporting portfolio analytics, forecasting, dashboarding, quarterly reporting, ad hoc analysis, and AI strategy within a large alternative investments organization.

Examples:

• Portfolio dashboards

• Cash flow forecasting

• Investment performance tracking

• Quarterly reporting automation

• Fund or manager monitoring tools

• Portfolio company KPI tracking

• Data cleanup and reporting workflows

• Investment committee or management reporting support

I help teams identify manual reporting, analysis, or data extraction processes that can be improved with automation, better workflow design, or practical AI tools.

This is not meant to be broad “AI transformation”. The focus is on specific use cases where automation or AI can save time, improve accuracy, or make recurring work easier.

Examples:

• Excel/VBA automation

• Power Automate workflows

• AI-assisted extraction from PDFs or reports

• Reporting process automation

• Data cleanup workflows

• Dashboard refresh processes

• Vendor/tool evaluation for AI use cases

• Internal workflow documentation