Portfolio · Financial Analysis & Modeling
Finance graduate building capital budgeting models, driver-based forecasts, and budget-vs-actual analysis.
01 · Selected work
Each project below is a complete workbook: assumptions, mechanics, output, and a recommendation. The pages walk through how the model is built and what it concludes.
Capital investment analysis · 5-year horizon
Famous Cake Pans, Inc.
A five-year profitability and discounted-cash-flow model evaluating a $450K equipment investment to launch a new product line, tested against an 8.5% required return.
FP&A case study · FY2026
BrightPath Analytics, Inc.
A June-2026 performance review and reforecast for a B2B subscription business: monthly budget-vs-actual variance analysis, a driver-based H2 rolling forecast with scenario switching, and a cash-adequacy test against a $1.0M minimum cash policy.
02 · Approach
Every assumption lives in one place and is labelled with its unit and source. Nothing is hard-coded inside a calculation, so any driver can be changed and traced through to the output.
Revenue is derived from the things a business actually manages, like customers, churn and price, rather than a growth rate typed over last year. That makes a forecast defensible and a variance explainable.
Variances reconcile to the penny. Cash flow ties to the income statement. Where a bridge is shown, its steps sum to the endpoint. A model that does not tie out has not been finished.
A model is only useful if it answers the question that was asked. Each project closes with a recommendation, the risks around it, and what would change the conclusion.
03 · About
Initially I went into finance because in high school my dad and I would talk about the markets a lot, and the inner workings of it really intrigued me. When I was in school what I wanted to do shifted as I fell in love with my class called Finance 303: Financial Forecasting. From there I knew what I wanted to do for work, because I really enjoyed it.