Turn model output into a clear narrative for executive and board audiences — the headline, the key drivers, and the recommendation. Build exec summaries, ELT slides, and briefing memos where every number is defensible, and present your analysis directly to senior finance leadership.
M&A Diligence and Deal Modeling
Dive into target financials to understand unit economics, cost structure, and the operating model. Build acquisition models under the direction of the deal lead: standalone and pro forma projections, purchase price allocation, accretion/dilution, and sensitivity cases framed around what has to be true for the deal to work.
Long-Term Planning and 3-Statement Forecasting
Maintain and extend the total-company long-term model — full P&L, balance sheet, and cash flow — driven off bookings, revenue, headcount, and cost-per-head. Run scenarios and translate trade-offs into terms leadership can act on: growth versus margin, hiring pace versus operating leverage.
Run the monthly stock-based compensation forecast, including grant-level expense attribution, new-grant and refresh assumptions, and forfeitures by function and legal entity. Build quarterly and annual basic and diluted EPS forecasts using treasury stock method mechanics and share count roll-forward.
Entity-Level Cash Flow and Capital Planning
Build entity-level cash flow forecasts to size capital requirements and funding needs across international subsidiaries. Support Tax on transfer pricing analytics and convert entity-level detail into a plain funding recommendation: which entities need cash, how much, and when.