Work Examples

Smiths Group Operational Health Financial Analysis of Smiths Group & Smiths Detection using Annual & Quarterly Filings

Financial Statements & Levered DCF Analysis of consolidated financials

Personal Finance Retirement Calculator for Analyzing Retirement Savings

Cheat Sheet for Financial Calculations, Making Refreshing Your Memory on More Complex Excel Financial Formulas Quick

Budget Plus Forecast, Prepared for a CPG Startup in Preparation for Lending Conversations. Used to create Pro-Forma Financial Statements

Pro Forma Cash Flow Projections, Prepared for a Telehealth Startup. Used to Calculate the Necessary Paid in Capital for the New Business. 

*I did NOT create this template but made Numerous modifications to meet business needs.

Stategic Finance Capital Expenditure Template, Created to Expedite CapEx Calculations for Equipment, Buildings, and Debt Capital

Net Present Value, Internal Rate of Return, Breakeven, and Scenario Planning, Created to Analyze the Stategic Financial Impacts of a Hypothetical Company's Sales Opportunities