Core Financial Services
Financial Analysis
Understand what your financial statements and cash flow reveal. I identify key trends, explain what drives your results, and highlight areas that need attention.
Financial Modeling
Get an Excel model built around your business assumptions. Test sales, costs, and different scenarios to see how each change affects profit and cash flow.
Decision Support
Compare options before you commit. I use financial analysis to assess questions such as pricing, break-even points, new projects, and investment decisions.

HYPOTHETICAL CASE STUDY
Chick Chick Rice
A financial model for a proposed food truck in New York City, built to test sales assumptions, operating costs, and the return on the initial investment.
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77 Orders per day to break even
$151K Initial cash required
−$7.5K Five-year NPV, excluding terminal value
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The model shows that the truck could generate operating profit, but its projected returns do not fully justify the initial investment under the current assumptions. It points to the decisions worth testing next: increasing daily orders, improving pricing, or reducing startup costs.
