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FP&A Professional | Revenue-Focused Analysis

Building forecasting models, financial insights, and revenue visibility to support better business decisions. 

 

FP&A | Forecasting | Revenue Analysis | Variance Analysis | Financial Modeling 

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Work Samples

Forecasting Framework (FP&A)

A structured approach to revenue and expense forecasting, including assumptions, drivers, and scenario planning.

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Profitability & Variance Analysis (Basic)

Analysis of budget vs. actuals with key drivers of variance and business implications.

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Profitability & Variance Analysis (Advanced)

Deeper analysis incorporating multiple drivers, segmentation, and actionable insights.

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3-Statement Financial Model

Integrated income statement, balance sheet, and cash flow model with dynamic assumptions.

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Sales Funnel & CRM Dashboard (RevOps)

Funnel conversion analysis and pipeline visibility to support revenue forecasting and sales performance tracking.

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Investment Analysis

A summary of the example 3-Statement Financial Model findings and conclusions, and a discussion of potential investment in a fictional company including recommendations.

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Corporate Credit Analysis Framework

A Structured Approach to Evaluating Creditworthiness

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Approach & Strengths

Structured Problem Solving

Break down complex or ambiguous business questions into clear analytical frameworks and decision paths.

Data to Insight

Translate financial and operational data into actionable insights that support planning and performance.

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Example: Built forecasting and variance models to improve planning visibility.

Analytical Integrity

Ensure accuracy, challenge assumptions, and maintain alignment between data and real business performance.

Cross-Functional Collaboration

Work effectively across finance, sales, and operations to align metrics and improve decision-making

I'm a finance professional who helps businesses improve forecasting, understand performance, and make more informed decisions.

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My background includes building financial models, performing variance, break-even and profitability analysis; and working with cross-functional teams to connect financial results with underlying business drivers. 

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I focus on bringing structure and clarity to planning processes, with an emphasis on accuracy, transparency, and actionable insights.

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Open to FP&A and RevOps roles, as well as project-based or contract work.

About Jeff

Let's Connect

If you're hiring for an FP&A or Revenue Operations role - or need help with forecasting, financial analysis, or revenue visibility - I'd be glad to connect.

EMAIL ME

jeff@jeffschulerfinance.com

Get in Touch

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