Fractional Reporting & Analytics Support
I work at the intersection of finance, analytics, reporting, and automation. My background combines traditional FP&A consulting, startup financial modeling, and full-time experience supporting portfolio analytics and AI strategy within a large alternative investments organization.
How I Can Help
I help startups, small and mid-sized businesses, and lean investment teams build better financial models, dashboards, forecasts, and reporting processes. My work combines hands-on FP&A experience, private markets portfolio analytics, and practical AI/process automation.
My Services
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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
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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
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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
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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
Clientele
Recent Projects
Below you’ll find a few work samples that showcase some of my work over the last five years as a freelance financial analyst.
5.0 stars by 37 customers
“Dillon delivered a financial projections project with little guidance, and before deadline. Would definitely hire again."
— Heather W.“Goes above and beyond in every aspect and could not have possibly been a better candidate for this. I will use him forever. The absolute best.”
— Andrew B.“Great hire who completed the job on time and within expectations. He took all of my questions and comments and addressed them quickly.”
— David B.Let’s Work Together
I’m currently accepting new clients and would happy to set up a call to see if I’m a good fit for your next project.