Your Business Partner for
Financial Analysis, Modeling & Planning
I’m Rene, a strategic financial consultant who believes in the power of technology to solve simple & complex problems.
I integrate Excel, Power BI, and the Power Platform into your financial processes to streamline the decision-making in analysis, planning, and modelling.
I offer a wide range of packages to meet the demands of startups, corporations & real estate developers.
My financial services
Financial Analysis
I will analyze your financial performance, focusing on the key operational elements that influence your financial outcomes.
This analysis will cover various aspects tailored to your business model, such as unit economics, analysis of variable and fixed costs, budgeting strategies, and cohort analysis, providing a comprehensive understanding and actionable insights.
Concepts: Marginal Cost Analysis; Break-even Analysis; Variance Analysis; Ratios Analysis; RoI Matrix; Risk Profil
Financial Modeling
I craft tailored financial models that turn complex business models into clear and insightful planning tools.
By adapting the parameters and calculations close to your unique business environment, I enhance strategic decision-making, reduce uncertainties, and uncover potential growth areas.
My models are designed to give you a competitive edge, ensuring you’re prepared for future challenges and opportunities.
Concepts: Three-Statement Model; DCF Modell; Scenario & Sensitfity Analysis; Project Finance; LBO; M&A Modeling; Monte Carlo Simulation
Financial Planning
Together, we craft a strategic roadmap, aligning your goals with a custom financial plan. This plan contains capital acquisition and budget allocation departments, ensuring every resource advances your strategic objectives.
Our monthly reviews of departmental performance against set budgets and KPIs enable ongoing improvement and optimisation of your financial strategy, ensuring adaptability and sustained growth.
Concepts: Capital Structuring; Budgetary Control; Performance Metrics; KPI Tracking; Cash Flow Management; Dashboard
Using the Microsoft Toolkit
Why should you work with me?
Flexible Hours
As a self-employed consultant, I am at your service any day of the week, even during late hours, to meet your needs.
One Partner
You will work directly with me every step of the way. No change in partners – we start where we last left off.
Automation
I am a big fan of automating repetitive tasks, which means you will enjoy a cost-effective partnership that saves you both time and money.
Extensive Knowledge and Expertise
I have worked with companies from different industries and got an understanding of various business models.
My Client Portfolio & Projects
+20 Startups
I developed various financial forecasting models covering Seed and Series A funding rounds for more than 20 startups.
Real Estate Developer
I designed a proprietary solution for real estate developers to easily evaluate projects and produce investor reports.
The main real estate projects I work on include Residential Projects, Commercial Buildings (office, retail and mixed), Warehouses, Serverfarms and many others.
Agroforestry & Carbon Credits
I engineered a financial model that combines tree growth and carbon capture metrics for investment project forecasting.
Amongst my most notable clients, I have been working with one of the largest agroforest developers in India.
Business Cases for Projects
I support large corporations in the creation of Business Cases and Other Evaluation Tools to determine the profitability of different investment opportunities.
My business cases are improved by the presence of a Scenario Analysis and are based on a standardized reporting and data input process.
Venture Builder & VC
I crafted multiple financial plans to assess the profitability and feasibility of various business ideas.
Equipment Rental & Asset Holding
I built a specialized financial model for equipment rental businesses, emphasizing Vehicle Depreciation and Asset Utilization.
Additionally, through my specialized financial models it is possible to simulate different financing options, ensuring optimal business decisions.
Investment Tracking
I developed an Automated Monthly Reporting System to track dividend payments from stocks, REITs and alternative investments.
My reporting system generates a PDF report that is automatically sent to the interest investors at the end of each month.
Cost Budgeting Report
I created a Cost Budgeting Framework for Manufacturing which can access data directly from SAP and third-party solutions.
All my reports are integrated into a Dynamic PowerBI Dashboard, unlocking the full potential and usefulness of these tools.
Department Budget Planner
I created a Central Reporting Tool that merges various departmental budgets into one consolidated budget.
My model ensures a monthly update of real data and elaborates the information by performing various GAP Analyses.
Game & Software Developer
I developed a forecasting tool to accurately estimate the development costs of games and software solutions.
My financial models focus on non-financial users and ensure maximum accuracy.
Power Apps ERP Solution
I engineered a Power Apps-based ERP System to track actual expenses and revenues, and to generate project-based profitability analyses.
Latest Content
Financial Plan Template: Explainer E4 Marketing & E5 Staff
Hi, I released my explanation video’s fourth and fifth episodes on creating a financial plan. In it, I covered the marketing budget (E4) and the
Financial Plan Template: Explainer E3 CoGS
Hi, I released the third episode of my explanation video on creating a financial plan. In it, I covered the cost of goods sold and
Financial Plan Template: Explainer E1 & E2 released on YouTube
I released the second episode of my explanation video this week on how to create a financial plan. This first series is in German, but I hope to add English later this year.