Turning financial complexity into business confidence.
After working with me, you’ll have the clarity, confidence, and strategy needed to make smarter financial decisions and drive sustainable growth.
Our Services
Budgeting & Forecasting
Build forward-looking financial models, forecasts, and budgets; run “what-if” scenarios to show different possible futures depending on assumptions.
Variance Analysis
Set up monthly or even more frequent reporting processes; compare actual vs budget/forecast; highlight why variances exist; inform leadership.
FP&A Team
Coaching, mentoring, training FP&A teams; helping establish standardized process, common KPIs; improving skillset in analytics, storytelling, business partnering.
Cost & Margin Analysis & Profitability Improvement
Break down where costs are, which products/groups/regions are profitable/unprofitable; suggest improvements (pricing, cost cutting, efficiency).
Strategic FP&A & Investor & Board Reporting
Build models & reports that are “investor ready”; help define metrics that board / investors care about; help in fundraising, IPO prep, mergers/acquisitions.
Data Center & Tech Industry Experience
I bring 14+ years of FP&A expertise in tech and data centers, with a focus on revenue forecasting, capacity planning, CapEx/ROI analysis, and investor-ready reporting. My work helps companies scale efficiently, improve financial visibility, and align strategy with growth.
“Dave’s budget planning helped me to better understand my monthly cash flow, giving me visibility on my over spending by category, which ultimately led to increased savings that I could put back into my business, and better yet, help me save and prepare for what I need most.”
– Brian K.