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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.

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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:

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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.

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