My last engagement involved providing Financial Planning & Analysis (FP&A) assistance to a startup healthcare client. Their rapid growth in the past several months required an improved short-term cash flow forecast among other needs.
Their existing short-term cash flow forecast needed some improvements. I provided suggestions and obtained initial guidance from the VP of Finance and the CFO, along with a deadline before speaking to their broader team. I then interacted with payroll, the revenue manager and the A/P team to discuss upcoming big outlays and collections. I also reached out to a program manager coordinating a new business line buildout, which required incremental capital expenditures near-term. A weekly update cadence was also established.
I was glad to see that the short-term cash flow forecast was now more robust, especially as outside cash sources may be needed soon.
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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.
