Areas of Expertise
Empowering Startups to Plan, Project, and Attract Investments
In today’s fast-paced startup ecosystem, having a robust financial model is more than just a necessity—it’s the foundation for making confident decisions, securing funding, and driving growth. I specialize in crafting tailored financial models designed to meet the unique needs of startups, whether you’re preparing for your next investment seed round or building projections to validate your business vision.
What I Offer:
With over a decade of experience in financial modeling and a track record of success as a project lead at Medtronic, I bring both technical expertise and strategic insight. I’ve helped startups across industries to:
In today’s fast-paced startup ecosystem, having a robust financial model is more than just a necessity—it’s the foundation for making confident decisions, securing funding, and driving growth. I specialize in crafting tailored financial models designed to meet the unique needs of startups, whether you’re preparing for your next investment seed round or building projections to validate your business vision.
What I Offer:
- Custom Financial Models: Dynamic, scalable, and investor-ready models tailored to your business goals.
- Projections Made Simple: Translating your ideas into actionable forecasts—covering revenue, costs, cash flow, and key metrics.
- Investor-Ready Insights: Clearly articulate your startup's growth potential and value proposition through numbers.
- Scenario Planning: Explore best- and worst-case outcomes, helping you make informed decisions with confidence.
With over a decade of experience in financial modeling and a track record of success as a project lead at Medtronic, I bring both technical expertise and strategic insight. I’ve helped startups across industries to:
- Build compelling financial narratives that resonate with investors.
- Identify hidden growth opportunities and align their resources effectively.
- Navigate challenges with precision using data-driven scenarios.
- Whether you’re looking to secure funding, refine your strategy, or validate your business plan, I’ll ensure your financial model becomes your most powerful tool.
Master the Art of Financial Modeling with Expert Guidance
Are you ready to elevate your financial modeling skills to a professional level? Whether you're a finance student, a professional seeking career growth, or part of a corporate team, my financial modeling training is designed to empower you with the skills and confidence needed to tackle even the most complex models.
What You’ll Learn
Are you ready to elevate your financial modeling skills to a professional level? Whether you're a finance student, a professional seeking career growth, or part of a corporate team, my financial modeling training is designed to empower you with the skills and confidence needed to tackle even the most complex models.
What You’ll Learn
- Building Complete Financial Statements
- Learn how to construct all three key financial reports:
- Balance Sheet (BS): Understand assets, liabilities, and equity dynamics.
- Profit & Loss Statement (PL): Project revenues, expenses, and profitability.
- Cash Flow Statement (CF): Master cash inflows, outflows, and liquidity planning.
- Creating Complex Financial Models
- From three-statement integration to scenario analysis, gain hands-on expertise to design dynamic and scalable models.
- Develop sensitivity analyses to test assumptions and prepare for uncertainties.
- Build investor-ready models for decision-making and fundraising.
- Valuation Techniques & Beyond
- Dive into advanced methods like DCF (Discounted Cash Flow), Comparable Analysis, and Precedent Transactions.
- Learn how to value businesses, assess opportunities, and make data-driven decisions.
- Customized Learning Paths: Tailored content to suit your goals, whether you're starting out or refining advanced skills.
- Real-World Examples: Build models based on real scenarios and case studies for industries like SaaS, real estate, and manufacturing.
- Hands-On Approach: Practical exercises and templates to ensure you apply what you learn.
- Proven Expertise: With over a decade of experience, I combine my background in global finance and project leadership (e.g., Medtronic) to deliver training that’s both practical and inspiring.
- Students: Learn foundational and advanced financial modeling to prepare for internships or first jobs.
- Professionals: Enhance your skills for promotions, career pivots, or acing investment pitches.
- Corporate Teams: Align your finance team with consistent, effective modeling practices.
- One-on-One Coaching: Personalized sessions tailored to your learning pace and goals.
- Corporate Workshops: Team training designed to solve real business challenges.
- Virtual or In-Person: Flexible delivery to suit your location and schedule.
Unlock Strategic Alignment, Provoke Insightful Thinking, and Drive Action
Bridging gaps, aligning visions, and uncovering new opportunities—these are the cornerstones of my facilitation services. With years of experience in the finance function and as a project lead at Medtronic, I bring a structured yet creative approach to help businesses achieve clarity and consensus.
What I Do
Bridging gaps, aligning visions, and uncovering new opportunities—these are the cornerstones of my facilitation services. With years of experience in the finance function and as a project lead at Medtronic, I bring a structured yet creative approach to help businesses achieve clarity and consensus.
What I Do
- Align Thinking and Vision
- Guide teams in building a unified understanding of financial goals, assumptions, and strategies.
- Foster open discussions that lead to better decision-making and goal alignment.
- Provoke Thought and Inspire Action
- Challenge your team with the right questions, sparking critical thinking and uncovering hidden insights.
- Encourage dynamic discussions that lead to innovative ideas and actionable solutions.
- Explore Untapped Potential
- Help you uncover unexplored areas of growth or investment opportunities.
- Use collaborative techniques to challenge assumptions and expand your perspective.
- Structure and Streamline Processes
- Translate complex ideas into actionable frameworks and roadmaps.
- Ensure clarity in roles, responsibilities, and deliverables for smoother project execution.
- Finance Expertise: My in-depth understanding of financial functions helps me simplify complex discussions and focus on the core objectives.
- Strategic Questioning: By asking the right questions, I provoke meaningful conversations that lead to transformative actions.
- Proven Leadership: As a project lead at Medtronic, I’ve led cross-functional teams, aligning diverse stakeholders to achieve shared goals.
- Tailored Approach: Every business is unique, and I customize my facilitation techniques to your team’s needs.
- Startups: Align founders, investors, and team members to create a shared vision for growth.
- Corporates: Navigate complex decision-making processes with structured discussions.
- Multidisciplinary Teams: Break silos and bring diverse expertise together for unified strategies.
- Workshops and Sessions: Interactive sessions designed to align teams on assumptions, goals, and strategies.
- Strategic Questioning: Thought-provoking facilitation to spark insights and new ideas.
- Collaborative Tools: Utilize frameworks, exercises, and visual aids to guide discussions.
- Actionable Outcomes: Every session ends with clear, agreed-upon next steps and deliverables.
