Careers

On Building a Financial Model Quickly

My last engagement involved helping an e-commerce client flesh out their financial model to gauge near-term capital raising needs as a result of rapid growth since their summer 2020 launch.

The main parts of the financial model discussed with the CFO were revenues and marketing spend, given their significant impact on cash flow forecasts. We worked through the main options for each and included both to get executive team feedback.

Once an approach was decided for each part, we then fleshed out more of the model’s components, including cash flow statement and balance sheet forecasts, more detailed headcount/payroll costs and, finally, refined key cost-to-serve components.

The client and I were glad to see that a lot of progress was made on the model in a short time, especially as cash funding is needed soon.

marco building a financial model quickly thumbnail

Careers at 8020 Consulting

We take pride in nurturing long-term relationships with our team members and our clients. If you’re interested in working on our team of accounting and finance consultants, visit the careers section of our website to learn more about life at 8020. You can also put in an application for consideration by following the instructions at the bottom of the page:

8020 consulting careers call-to-action

About Marco

Marco has 20+ years of Finance and Consulting experience. His work spans various industries including technology, entertainment, consumer products, aerospace & defense, financial services and healthcare. Marco has expertise in Financial Planning & Analysis (budgeting, forecasting, and reporting), Strategic Planning, project management, pricing/cost optimization, financial modeling, merger integration and valuation. Prior to joining 8020 Consulting, Marco held Finance and Strategy positions at Epson America and also worked for various firms including Deloitte Consulting, UBS and Goldman Sachs. Marco holds a B.A. in Economics from Brandeis University, and an MBA from the UCLA Anderson School of Management.

Categorized in:

similar articles

Learn to think and approach problems like our financial consultants.

Financial Reporting & Accounting

Questions Every CPG Accounting and Finance Team Should Be Asking

Best-in-class consumer packaged goods (CPG) accounting and finance departments are particularly adept at understanding their product-driven companies, integrating themselves into their organizations and pushing finance and accounting insight throughout the company. Companies that want to develop best-in-class departments can take strides by asking the right questions and taking care to work their way to the… View Article

September 14, 2022Bob Clark

Financial Reporting & Accounting

5 Signs Your Accounts Payable Department Could Be More Efficient

The Accounts Payable department is often considered something of a forgotten branch of the Accounting department. While it plays a pivotal role in ensuring that the company stays in good graces with its vendors, it is often considered to possess simple processes and not require modernization. In reality, the Accounts Payable (AP) department is often… View Article

August 18, 2022Ellen Vayner

Financial Reporting & Accounting

ERP Implementation Stages & Phases Guide

Our guide to ERP Implementation Stages and Phases offers insight into the broad shape and progression of implementation projects. Get the guide to learn more about the Who, What and When of the stages and phases of these complex projects.

August 16, 2022George Jacob

See All

Back to Insights