Careers

On FP&A to Support Rapid Growth

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. 

marco day in the life of fp&a support in healthcare

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:

New call-to-action

About Marco

Marco has 17 years of Finance and Consulting experience. His work spans various industries including technology, entertainment, telecommunications, consumer products, financial services, and healthcare. Marco has expertise in Financial Planning & Analysis (budgeting, forecasting, and reporting), Strategic Planning, project management, 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, Paramount Pictures, Grupo Modelo, Cricket Communications, 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.

M&A Due Diligence & Transactions

A Seller’s Guide to Maximizing Value with a Carve-Out Transaction

Carve-out transactions (or “carve outs”) have become increasingly popular over the last two decades. Sellers view carve outs as instruments to extract cash from non-core businesses, while investors view them as opportunities for competitive advantages, provided the carve out aligns with their experience and strategy. A carve-out transaction is typically more complex than a complete… View Article

May 6, 2021Aniv Nayar

Careers

Julian de Luna: 6 Questions for 6 Years

Julian de Luna recently celebrated his sixth year with 8020 Consulting! In this post, Julian revisits past projects and experiences, offers advice to professionals considering consulting on their career paths and takes a look forward at the years to come. 1. What do you enjoy most about your work these days? Julian: What I enjoy… View Article

May 4, 2021George Jacob

Financial Systems

Transform Your Budget and Forecast Process: From Excel to Oracle NetSuite PBCS

For small to mid-size companies, relying on Excel can create stress every budget season, including a forecast cycle or two, if time permits! Excel is a great tool for analysis and data representation. However, the pain of consolidating, linking and maintaining version control with multiple spreadsheets and several users to create an annual budget takes… View Article

April 29, 2021Desiree Vaughn

See All