Financial Planning and Analysis Services

Strategic FP&A to unlock clarity and accelerate business growth

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

Are you looking to grow and perform better? I help businesses to reach their goals through better decision making, underpinned by 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…

Financial Models

I build financial models that show you where your business is, where it can go, and what choices matter for growth — ideal for planning, fundraising, or strategic decision-making.

Business Analysis

I dive into operational + financial data to reveal performance drivers, highlight risks and opportunities, and advise on the next best steps for sustainable growth.

Business Planning

Whether it’s budgets, cash flows or long-range forecasts, I build tools and processes that keep your planning relevant and meaningful through change

Reporting Solutions

Stop guessing and start knowing. I create dashboards and reports that give you visibility of key metrics — so you can act with confidence and speed.

Training Solutions

From Excel to FP&A capability building, I help your team understand what the numbers mean and how to use tools that speed insight and decision-making.

Solopreneur

For founders and solo operators, I help clarify your value proposition, model revenue and costs, and map a plan that’s investor-ready.

Flexible

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

Quality

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

Professional

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

Why Work With Me

FP&A is my forte….

Richard York, Freelance Business Analyst and Consultant. FP&A Expert.

Richard York

– 15+ years in FP&A and strategy

– Worked with startups, SMEs, and global companies

– Practical, business-first approach (not just numbers)

– Flexible engagement — project, part-time or ongoing

See the ‘About Me‘ page for more information.

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

Finance Director at Volta Trucks

Get in touch today!

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Give me a call

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

or send me an email