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Business & Finance accounting & finance

Budgeting, Forecasting & MIS Reporting

$25/hr Starting at $150

Sound financial decisions require reliable data. 

I help business owners and leadership teams build the budgeting, forecasting, and reporting infrastructure to make those decisions with confidence.


Scope: annual budgets, rolling forecasts, cash-flow projections, variance analysis, and monthly MIS reports designed for decision-makers. This includes margin by product, location, or segment; cash-runway; and cost structure trends. Delivered in Excel or Power BI, structured for clarity rather than complexity.


Background: I built and owned this function across a multi-entity business with 25 locations and multiple revenue streams over 8 years. ACCA-qualified with formal IFRS training and experience supporting statutory audits at Deloitte.


Best suited for: early to growth-stage businesses preparing for investor reporting, companies managing rapid expansion, or founders who need FP&A-level output without a permanent hire.


Tools: Excel · Power BI · Zoho Books · QuickBooks · Xero

About

$25/hr Ongoing

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Sound financial decisions require reliable data. 

I help business owners and leadership teams build the budgeting, forecasting, and reporting infrastructure to make those decisions with confidence.


Scope: annual budgets, rolling forecasts, cash-flow projections, variance analysis, and monthly MIS reports designed for decision-makers. This includes margin by product, location, or segment; cash-runway; and cost structure trends. Delivered in Excel or Power BI, structured for clarity rather than complexity.


Background: I built and owned this function across a multi-entity business with 25 locations and multiple revenue streams over 8 years. ACCA-qualified with formal IFRS training and experience supporting statutory audits at Deloitte.


Best suited for: early to growth-stage businesses preparing for investor reporting, companies managing rapid expansion, or founders who need FP&A-level output without a permanent hire.


Tools: Excel · Power BI · Zoho Books · QuickBooks · Xero

Skills & Expertise

AccountingBudgetingCost AccountingFinancial AnalysisFinancial ConsultingFinancial ForecastingFinancial ManagementFinancial PlanningMicrosoft ExcelQuickBooks

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