Services
Strategic finance for the decisions that shape your business
Every engagement starts with understanding the drivers of your business. The deliverable may be a model, deck, pricing recommendation, or deep dive, but the work isn't the model: it's the decision it enables.
Financial modeling & planning
Subscriber forecasts, full P&L models, and scenario analysis built from scratch, not a template. Every model reflects the key operating drivers behind your revenue, customer retention, margin, and cash flow, with the assumptions and sensitivities needed to plan for the future.
Growth & profitability strategy
Pricing, marketing spend optimization, cost management, and CAC/LTV. I work directly with your data, marketing, and product teams to identify the levers that drive sustainable growth and profitability, then build the tools and frameworks to act on them.
Analytics & performance insights
Cohort-level churn analysis, trial conversion optimization, content ROI, subscriber segmentation, and engagement analytics. I partner with data teams to run the deep dives that turn raw data into clear, actionable recommendations for leadership.
Investor narratives & board decks
I help translate complex financial analysis into a clear, compelling story for investors, boards, and executive teams. The deliverable is a deck but the value is the narrative clarity that gets a room aligned around a plan of action.
Questions I help answer
"What growth plan is actually achievable?"
"How do we transition from growth at all costs to profitability?"
"How much should we spend on marketing, and where?"
"What is our customer LTV, and how should it inform marketing spend and landing page strategy?"
"Should we use targeted promotions to improve acquisition?"
"What proportion of our subscribers do we lose to churn each month, and how does that vary by tenure and plan price?"
"How much should we spend on content, and how do we assess its ROI?"
"What story should investors or the board take away?"
"Where are we making money, and where are we just growing?"
Engagement structure
Project-based
Best for a specific deliverable: a financial model, pricing analysis, investor deck, or deep dive with a defined scope.
Ongoing advisory
Best for teams that need a consistent finance partner. I embed with your team on a recurring basis, maintaining models, running analyses, and providing financial perspective as your business evolves.
Tools & approach
Modern tools, deeper analysis
I combine deep financial modeling expertise with modern AI-assisted workflows to move faster, dig deeper into data, and test more scenarios. AI is not replacing clear thinking; it expands the speed, depth, and range of what an experienced strategist can do.