Strategic finance & advisory
Strategic finance that drives real decisions
I partner with founders, CFOs, and leadership teams to understand what drives your business, build decision-ready models, and turn insights into board-ready narratives and operating plans.
What I do
Financial modeling & planning
Driver-based forecasts, P&L models, scenario planning, and operating plans built around the real drivers of your business. Every model is built from scratch to reflect how your company creates and captures value.
Growth & profitability strategy
Pricing, marketing efficiency, CAC/LTV, churn, unit economics, and cost structure analysis. I work cross-functionally with data, marketing, and product teams to identify the levers that most directly drive performance.
Investor & board narratives
Compelling decks and clear narratives that translate complex financial analysis, market research, and benchmarking into a story that aligns investors, boards, and leadership teams around the decisions that matter.
Questions I help answer
Good strategic finance starts with the right question.
"How do we transition from growth at all costs to profitability?"
"What story should investors or the board take away?"
"What is our customer LTV, and how should it inform marketing spend and landing page strategy?"
"What proportion of our subscribers do we lose to churn each month, and how does that vary by tenure and plan price?"
These are the kinds of decisions I help leadership teams answer with rigorous, data-driven analysis. See all questions →
Selected work
Subscriber forecasts & financial models for two leading SVOD platforms with $1B+ in ARR
Both models are currently used as the primary tools for subscriber and financial planning across 16 countries.
Read more →Strategic finance partner for a venture-backed media company scaling from $5M to $50M+ in revenue
Revenue grew from under $5M to over $50M during the engagement. The company reached positive net income.
Read more →"With limited resources and zero headcount support on the finance side, I leaned on Cody to help navigate a stressful point in the company's existence. His work was exemplary, insightful and highly analytical. Cody consistently went above and beyond and thought of things that I might need even before I asked for it. He is a self-starter that requires very little guidance and can take any project given to him after one meeting."
Dennis Lee
Head of Finance and Operations, Zando
"He was super thorough with every part of the model. We sent him raw transaction data and a pretty complicated project with multiple revenue streams, but he handled it all like a pro. Any changes we needed were no big deal for him."
Alannah Slingsby
Founder, Moment Health
Let's work together
Whether you need a model, a strategic finance partner, or a clearer plan for what comes next.