Not templates filled in with your numbers — purpose-built financial models constructed with professional architecture, tested assumptions, and the auditability that CFOs and boards actually require.
Every model is constructed to a defined architecture standard drawing from SMART, FAST, FMI, and Fintelli.Pro's own applied conventions — chosen and blended to fit the model's purpose and audience. The goal is always the same: a model the next person can open and understand without a handover.
Every engagement starts from the business question — then the model structure follows. The deliverable is always documented, tested, and transferable.
Income statement, balance sheet, and cash flow statement fully interlinked — any assumption change flows through all three statements automatically. Built with a dedicated input layer, monthly or quarterly granularity, and a formatted summary output.
A dynamic forecasting model that replaces actuals as they arrive and extends the forward view automatically — eliminating the manual rebuild of the forecast at each period end. Built around your reporting calendar and SAP/Xero extract structure.
Discounted cash flow valuation with explicit free cash flow projection, WACC build-up, terminal value sensitivity, and a football field summary output — built to investment committee or board presentation standard.
Standalone scenario layer added to an existing model or built from scratch — Base, Upside, and Downside scenarios with a driver-based toggle and a comparison output that management can present directly to the board.
Annual budget model by cost centre and department — with actuals integration for rolling variance reporting, commentary fields, and a management pack output. Designed to replace the emailed-spreadsheet budget process with a single controlled file.
An existing model that has grown organically over years — and now nobody fully trusts it — reviewed line by line, documented, corrected, and rebuilt to a professional standard while preserving the business logic that was right to begin with.
A properly built scenario model changes one set of assumptions and flows everything through automatically — no copy-pasting between tabs, no formula maintenance across three versions.
The goal is not a finished file. It is a working tool that your team understands, can update, and trusts.
Every assumption, formula logic, and linkage documented in plain English alongside the model — not in a separate PDF nobody reads.
Balance sheet balances. Cash flow reconciles. All checks pass before delivery. No "nearly right" outputs presented to a CFO.
A formatted summary sheet built specifically for direct presentation — the working model and the board view are always in sync.
A session walking through the model structure, how to update assumptions, how to read the outputs, and what to do when something looks wrong.
One month of email access after delivery for questions, minor adjustments, and support when the model meets a real-world edge case.
A versioned log of what assumptions were used, when they were changed, and why — so the model history is recoverable and defensible.
All engagements begin with a scoping call — no proposal is issued without a clear definition of done.
A new model designed and built to specification — architecture agreed upfront, delivered in phases with review checkpoints.
The full FP&A toolkit — 3-statement model, rolling forecast integration, scenario manager, and a formatted board output pack. Delivered as a single integrated workbook.
An existing model reviewed, errors documented, logic corrected, and rebuilt to a professional standard — preserving what works, fixing what doesn't.
A free 30-minute scoping call to define the model, the audience, and the right architecture.
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