The 
Excel CFO

FINANCIAL MODELING FOR BUSINESS OWNERS AND EXECUTIVES

Making the Complicated, Simple

  • Help is Here

    Financial modeling is time-consuming and requires uninterrupted time, the most precious time you have. We understand and appreciate the challenge that brings.

    From tactical management tools to a full corporate financial plan, The Excel CFO can handle financial modeling for you behind the scenes, so you have

    One Less Thing to do.

We Listen

LISTEN AND CLARIFY

It all starts by understanding your needs. With decades of experience, we quickly appreciate what is needed, clarifying those needs to clear objectives.

BUILD AND TEST

Next, we convert needs and objectives to specifications, simplifying so that we focus on what is most critical and filter out the noise.

Anyone can do Complicated -Simple is much harder!

Test driven development
We Simplify

SIMPLIFY

We use a Test-Driven Development approach to deliver a product that is as specified, and as simple and clear as we can make it.

“CLARITY Creates CONFIDENCE”

Testimonials

  • “In my role as CEO of a rapid growth startup, an accurate and adaptable financial model was crucial for both operational planning and communicating to investors. Simon built models that adapted as the business evolved – new markets, additional currencies, new business models and overall expansion. The models provided a high degree of confidence and visibility into the decision making and funding horizon and they were critical to our ability to raise $85m through venture capital funding, leading ultimately to a successful Nasdaq IPO. As we matured, Simon also built models to support M&A transactions. His models are driven always clear, easy to follow and importantly are based on a solid understanding of what actually drives the numbers. This type of modeling is crucial in generating new insights (e.g. over key business risks, drivers or assumptions) and stems from Simon’s wide operational, as well as financial, understanding of business.”

    Peter Wrighton-Smith, Life Sciences Entrepreneur, CEO and Director

  • “Simon built and maintained a robust, comprehensive financial model that was invaluable in the routine management, scenario sensitivity analyses, and financing / M&A activities for our medical device company. We also had a complicated capitalization table due to different financings and Simon built and maintained it to accommodate our future financing needs - both debt and equity. Our situation was very complex and would have been difficult to maintain through available software solutions like Carta.”

    Greg Tibbitts, CFO

  • “I've had the good fortune to work both for and with Simon. He's a unique combination of financial savant, commercial leader, and growth entrepreneur. He's exceedingly valuable in all of those roles, a rare combination which brings a depth and quality to his planning and financial modeling that is very hard to find. If you are a CEO or CFO looking to bring that type of expertise to your team, I strongly recommend engaging him. You can have no better consigliere than Simon”

    Ken Dec, Fractional CMO

  • "I had the pleasure of working closely with Simon at Oxford Immunotec, where he served not only as a colleague but also as a great mentor to me. Simon possesses a profound understanding of business drivers, which significantly informs his approach to Planning process and financial modeling. His expertise in financial modeling was instrumental in developing highly intuitive and user-friendly three-statement (P&L, Balance Sheet, and Cash Flow) business planning models. These models, driven by key variables, not only provided clarity in forecasting but also facilitated extensive sensitivity analysis. Simon's adeptness in identifying and integrating crucial business drivers into the models enabled us to make informed and strategic decisions and assess the impacts on cash projections with changes in these variables. "

    Bhavin Pardiwala, Senior Director Financial Planning and Analysis

  • “We engaged Simon to help us model a negotiated acquisition. Simon quickly understood the underlying business and how different acquisition models affected the tax consequences of both parties. His modeling skills provided unprecedented optionality, allowing us to adapt quickly as we shifted time frames and variables.”

    Mark Kirtland, VP Business Development