Financial Strategy & Forecasting: Smart Strategy, Clear ResultsRebecca Jenek
We don’t just crunch the numbers—we collaborate to meet you in the middle.
With clean data and a tailored setup, we build a blueprint for growth—whether that’s budgeting, forecasting, or preparing for funding. I help you connect the dots between your numbers and your next move.
You’ll receive strategic financial tools designed to support confident planning. From custom forecasts to scenario models, I tailor each deliverable to your goals—so your decisions are grounded in clarity, not guesswork.
Let’s turn clarity into confident action.
What's included
📊 Forecasting Models
Multi-scenario forecasts tailored to your revenue streams, cost structure, and growth plans—so you can plan with precision.
📁 Annual Budget
A comprehensive, easy-to-update budget aligned with your operational goals, including project, class, or location tracking if applicable.
📈 Cash Flow Projections
Clear visibility into future inflows and outflows, helping you anticipate challenges and seize opportunities.
📌 Strategic Recommendations
Insights based on your financial data—whether you're preparing for funding, scaling operations, or optimizing spend.
📆 Monthly Review & Reports
Ongoing check-ins with tailored reports to track progress, highlight trends, and adjust strategy as needed—so you stay proactive, not reactive.
Starting at$2,650 /mo
Tags
Fathom
Microsoft Excel
Microsoft Power BI
Microsoft PowerPoint
Business Analyst
Business Consultant
Financial Analyst
Service provided by
Rebecca Jenek proDelray Beach, USA
- 3
- Followers
Financial Strategy & Forecasting: Smart Strategy, Clear ResultsRebecca Jenek
Starting at$2,650 /mo
Tags
Fathom
Microsoft Excel
Microsoft Power BI
Microsoft PowerPoint
Business Analyst
Business Consultant
Financial Analyst
We don’t just crunch the numbers—we collaborate to meet you in the middle.
With clean data and a tailored setup, we build a blueprint for growth—whether that’s budgeting, forecasting, or preparing for funding. I help you connect the dots between your numbers and your next move.
You’ll receive strategic financial tools designed to support confident planning. From custom forecasts to scenario models, I tailor each deliverable to your goals—so your decisions are grounded in clarity, not guesswork.
Let’s turn clarity into confident action.
What's included
📊 Forecasting Models
Multi-scenario forecasts tailored to your revenue streams, cost structure, and growth plans—so you can plan with precision.
📁 Annual Budget
A comprehensive, easy-to-update budget aligned with your operational goals, including project, class, or location tracking if applicable.
📈 Cash Flow Projections
Clear visibility into future inflows and outflows, helping you anticipate challenges and seize opportunities.
📌 Strategic Recommendations
Insights based on your financial data—whether you're preparing for funding, scaling operations, or optimizing spend.
📆 Monthly Review & Reports
Ongoing check-ins with tailored reports to track progress, highlight trends, and adjust strategy as needed—so you stay proactive, not reactive.
$2,650 /mo