I will be a financial analyst

I provide:

Financial Modeling Cost-Benefit Analysis, Forecasting, and Variance Analysis.

The gig is a 3-step engagement focused on transitioning the client from reactive bookkeeping to proactive financial planning and control.

Step 1: Baseline & Audit

Current State Audit: Review historical financials (last 12-24 months) to identify major spending categories, cost drivers, and revenue trends.

Variance Report System: Set up an automated monthly report that clearly highlights where actual spending deviated from the initial budget and why.

Step 2: Budget Construction

Annual Operating Budget (AOP): Build a detailed, driver-based budget for the next 12 months, breaking it down by department (e.g., Marketing, Sales, R&D).

Scenario Modeling: Create three financial models (e.g., Best Case, Base Case, Worst Case) to assess financial health under different revenue growth assumptions.

Step 3: Training & Handoff

Custom Dashboard: Develop a Power BI or Excel dashboard to track key financial metrics (KPIs) in real-time.

Training & Documentation: Train the client's internal bookkeeper or team on how to maintain the budget, update the models, and interpret reports.