Financial Planning and Analysis Services

Improving The Profitability of Your Business

Which of your business challenges Shall We Solve First?

Are you looking for funding for your business? I build world-class business models to help you get investment.

Are you looking to grow and perform better? I help businesses to reach their goals through data-driven Business Analysis, Reporting and Planning.

Let my expert financial insights and Financial Planning and Analysis services help you and your business

Click on one of the services below to find out more…

Business Models

Need a business model to gain investment in your start-up? Scenario modeling for Mergers and Acquisitions. What-if analysis to support your strategic business decisions.

Business Analysis

Understand your business performance and trends. Analysis of data and implementation of recommendations.

Business Planning

Improve and transform your tools and processes for forecasting, budgeting and long-range planning.

Management Reporting

Implementation of class-leading reporting and business intelligence tools to simple reporting solutions in Excel.

Training Solutions

Bespoke training and development solutions in Excel, Logistics Induction for finance employees, Public Speaking & Presentation Skills.

Solopreneur

Solopreneur Business Model and Workshop. De-risk the whole process of getting started as a solopreneur, freelancer or consultant.

Flexible

Quick response. Assignments from one day to several months. Ad-hoc, part-time or full-time. Remote working or on-site.

Quality

I have many happy clients and positive reviews. Clients appreciate my speed, accuracy, integrity, and insight.

Professional

You benefit from my extensive experience in Business Analysis and FP&A.

Meet the founder of YorkForte

What’s my forte?

Financial Planning and Analysis Specialist

Richard York

– Freelance Business Analyst and Consultant

– Digital Mindset

– Qualified Management Accountant

See the ‘About Me‘ page for more information.

Find out how my professional services can improve the performance of your business >>

Working with Richard was an absolute pleasure.

His expertise in financial modelling was immediately evident during the first day of a two-week sprint, and he continued to impress all throughout the project.

I can’t recommend working with him enough, not just for his modelling skills but his calm approach, clear communication style and “nothing is impossible” attitude.

Even when I asked for changes at 4pm on his last day he readily took these on without hesitation.

Very much looking forward to working with him again.

Oliver Needham

Get in touch today!

Give me a call

+351 91 753 1209 (Whatsapp)
Mon – Fri, 09:00-17:00

or send me an email