Assistance with drafting/reviewing financial projections, revenue forecasts, and financial statement models with industry relevant guidance
Assistance with drafting/reviewing operating budgets and conducting budget variance analysis
Determination of key performance indicators and dashboard style metrics reporting
Assessment of financial liquidity from monthly cash burn rate to operating runway calculations
Preparation of Board/Management level reporting packages including financial statements, supporting supplements, and related footnotes. Development of financial slides and commentary for presentation decks and teaser documents.
Participation in strategic financial meetings with potential investors