Five engagements. Defined questions. Delivered outcomes.

Every engagement is built around a question the business needs answered. You get the analysis, the model, or the system that answers it, plus the documentation that lets you operate it without me.

Each one is scoped on an introductory call: what you are trying to decide, what your numbers already know, and what needs building. No preparation needed on your side.

Financial Diagnostic

“Where does the business actually make and lose money?”

I conduct margin and unit-economics analysis by product, channel, or client, review your cash flow and working capital position, and establish a KPI baseline the business can keep measuring against. You receive written findings and a working session to walk through them together. Takes two to three weeks from kickoff to handover. This is the usual starting point; findings often become the brief for a model build or retainer.

Financial Model Build

“What happens to cash under the decisions you're weighing?”

I build a driver-based operating model around how the business actually earns, run scenario and sensitivity analysis on the decisions at hand—hiring, pricing, funding, expansion—and hand over the model with full documentation. Takes three to six weeks depending on the complexity of the business model. Built to be operated by you, not to create dependency on me.

Fractional FP&A Retainer

“Who keeps the numbers decision-ready every month?”

Each month you receive a reporting pack showing performance against plan with variances explained in plain language, a rolling forecast updated as the facts change, and async access for finance questions between cycles. This is the ongoing form of the practice: a finance function without the headcount. Cancel with 30 days' notice.

Credit & Risk Analytics

“Can you price and predict default better than judgment alone?”

I develop scorecards and models on your loan-book data, validate performance to a standard reviewers accept, ensure feature-level interpretability so credit officers can see why a score is what it is, and provide deployment support and handover. Timeline runs four to eight weeks depending on loan-book size and data quality. For lenders and fintechs. See the deployed credit model in Case Studies.

Systems & Decision Infrastructure

“What if the answer is a tool your team uses every day?”

I design and build internal financial systems—assessment engines, compliance tooling, reporting infrastructure—encoding statutory or policy logic into software with a full audit trail. You receive documentation, training, and a staged handover your team can operate without me. Timeline runs eight to twelve weeks depending on system scope and integration requirements. This is the engagement behind the federal revenue authority case study.

How engagements run

Introductory call

Thirty minutes on what you are trying to decide and whether an engagement fits. If it doesn't, I say so.

Written scope

A short proposal covering the question, the deliverables, and the timeline. Everything is agreed in writing before work begins.

Delivery

Work proceeds asynchronously with scheduled checkpoints. You see findings as they form, not only at the end.

Documented handover

Every engagement ends with artefacts you own and can operate: the model, the documentation, the methodology.

Not sure which engagement fits? That is what the introductory call is for.

Book an introductory call