Annual budget model
An integrated planning workbook for revenue, staffing, operating expenses and key assumptions, designed around your organization and account structure.
Typical handoff: Excel model + assumptions guide
Senior FP&A · Defined-scope projects
Financial models built for the decisions ahead.
Clear, practical budgeting, forecasting, cash-flow and management-reporting tools—delivered as focused projects for organizations that need senior FP&A capability without adding an ongoing role.
Defined scopeClear inputs, outputs and timeline
Independent executionFocused work without daytime meeting load
Usable handoffDocumented models your team can maintain
Core deliverables
Useful work. Clearly packaged.
Each engagement centers on a finished financial tool or reporting package—not open-ended advisory time. Scope is agreed before work begins, with limited review points and a clean handoff.
Forecast or reforecast
A forward-looking view that combines actual results with updated assumptions so leaders can see the likely year-end position and decision points.
Typical handoff: forecast model + summary output
13-week cash-flow model
A practical weekly view of cash receipts, disbursements and liquidity—built to support near-term decisions and repeatable updates.
Typical handoff: rolling cash model + update routine
Management reporting workbook
Consistent monthly reporting with budget-to-actual variance views, trend analysis and leadership-ready summaries.
Typical handoff: reporting pack + refresh instructions
Custom Excel financial model
Purpose-built models for scenarios, service lines, staffing, pricing, unit economics or other recurring financial decisions. The output is structured for clarity, auditability and practical use—not complexity for its own sake.
Working model
A project, not another standing meeting.
Most of the work happens independently. Communication is concentrated at the points where it improves the result: scoping, clarification, review and handoff.
01 · DEFINE
Scope
Confirm the decision, users, source data, output and success criteria.
02 · TRANSFER
Inputs
Share accounting exports, current workbooks and relevant assumptions securely.
03 · BUILD
Model
The deliverable is developed independently, with focused questions as needed.
04 · HAND OFF
Review
Walk through the model, incorporate agreed revisions and document ongoing use.
Best-fit clients
Built for capable teams with an FP&A gap.
The strongest fit is an organization with reliable accounting data and a real planning or reporting need—but not enough internal FP&A bandwidth to build the right tool.
A strong fit
- Small-to-mid-sized organizations with dependable books
- Healthcare, human services and professional services
- Controllers or finance leaders needing project capacity
- Teams replacing a fragile or overly manual workbook
- Leaders who can define the decision the model must support
Probably not the right fit
- Daily bookkeeping or transaction processing
- Interim coverage requiring normal-business-hours availability
- Open-ended staff augmentation without a defined output
- Projects without usable source data or an accountable owner
Experience that translates
Senior-level financial thinking, expressed in tools people can actually use.
More than two decades of FP&A experience informs each engagement—from large-budget ownership and forecasting to management reporting, variance analysis and operating-model design. The goal is a dependable decision tool, not a black box.
✓
Leadership perspective
Outputs designed around the questions management needs answered.
Outputs designed around the questions management needs answered.
✓
Operational grounding
Models connected to real drivers, constraints and account structures.
Models connected to real drivers, constraints and account structures.
✓
Disciplined handoff
Transparent assumptions, clear logic and practical documentation.
Transparent assumptions, clear logic and practical documentation.
Author · Financial education
Also by Rusty Rogers
Rusty is the author of Finance Coaching 101, a practical financial education book written to help young adults make more informed decisions about money, budgeting, and personal financial choices. The book reflects the same practical philosophy behind Rusty’s financial consulting work: making financial information easier to understand, evaluate, and use in real-world decision-making.
View Finance Coaching 101 on AmazonStart with the brief
What needs to be clearer?
A useful first message is short: the decision you need to make, the deliverable you have in mind, the data available and your target timing.
Good to include: organization type, current pain point, desired output, data sources and deadline.