Banner Image

Skills

  • Financial Forecasting
  • Pitch Decks
  • Presentation Design
  • Risk Management
  • Writing

Services

  • Spreadsheet & Presentation Guru

    $125/hr Starting at $125 Ongoing

    Dedicated Resource

    Top-shelf financial projections, spreadsheets, and pitch decks. I can use my knowledge of finance and accounting to ensure that your spreadsheets represent your data faithfully. I'm also an experienced...

    Financial ForecastingPitch DecksPresentation DesignRisk ManagementWriting

About

I'm a semi-retired entrepreneur. I excel at building or debugging complex spreadsheets. I'm also a strong analyst so I can identify and correct problems others may have missed.

I earned a BA in engineering science at Harvard. It's essentially a degree in problem solving.

I spent the first 12 years of my career in high-level management consulting and investment banking positions.

I then started a consulting business helping startups prepare financial forecasts, business plans, and pitch decks which they would use to raise capital. Over nearly 25 years, my 2,400+ clients raised over $4.3 in capital.

Work Terms

I enjoy building complex spreadsheets that evaluate and present financial data in an actionable way. I am happy to work on-site on occasion, though I'm most productive working from my home office.