Financial Strategy & Forecasting: Smart Strategy, Clear Results

Pro

Rebecca Jenek

Starting at

2,650

/mo

About this service

Summary

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.

Skills and tools

Business Analyst

Business Consultant

Financial Analyst