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Excel models, guides & decks
built for real FP&A work.
New resources added regularly. Check back soon.
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Excel Models
PDF Guides
Slide Decks
View All
Excel Models
Rolling Forecast (Traditional Method)
Build your forecast from real business drivers — revenue by channel, historical growth rates, gross margins, seasonality, and operating expenses.
Operations Model
Toggle between operating scenarios in one click, with volume, price, growth, and cost assumptions flowing through every product line automatically
Copilot Modeling Rules
Apply the exact cell-color, sign, and formula conventions that keep a Copilot-built financial model fully consistent with professional standards.
Dynamic Excel Modeling Toolkit
A multi-week rolling cash flow forecast built on dynamic array formulas. Change one input and the whole model updates, ready to adapt to your own company.
PDF Guides
Check back at a later time, as we will be adding PDF guide free resources soon.
.PDF
PDF·01
50 Excel Shortcuts Every Analyst Should Know
The keyboard shortcuts I actually use on-screen in my modeling sessions, organized by task.
2 pages
.PDF
PDF·02
Financial Modeling Standards Checklist
Color conventions, sheet structure, and formula hygiene rules — the standard I hold my own models to.
4 pages
.PDF
PDF·03
Dynamic Array Functions Cheat Sheet
FILTER, SORT, UNIQUE, and friends — syntax, common patterns, and where they replace legacy formulas.
3 pages
.PDF
PDF·04
The FP&A Pyramid Framework
My framework for prioritizing analytical work — from mechanics to true business intelligence.
6 pages
Slide Decks
Check back at a later time, as we will be adding slide deck free resources soon.
.PPTX
PPT·01
Building a Rolling Forecast — Workshop Deck
The exact deck I use to teach rolling forecast mechanics to finance teams, ready to present as-is.
28 slides
.PPTX
PPT·02
Doers vs. Thinkers — Elevating the FP&A Function
A conference-ready talk on shifting FP&A from reporting to strategic influence.
19 slides
Excel Models
Excel Models
Rolling Forecast (Traditional Method)
Build your forecast from real business drivers — revenue by channel, historical growth rates, gross margins, seasonality, and operating expenses.
Operations Model
Toggle between operating scenarios in one click, with volume, price, growth, and cost assumptions flowing through every product line automatically
Copilot Modeling Rules
Apply the exact cell-color, sign, and formula conventions that keep a Copilot-built financial model fully consistent with professional standards.
Dynamic Excel Modeling Toolkit
A multi-week rolling cash flow forecast built on dynamic array formulas. Change one input and the whole model updates, ready to adapt to your own company.
PDF Guides
PDF Guides
Check back at a later time, as we will be adding PDF guide free resources soon.
.PDF
PDF·01
50 Excel Shortcuts Every Analyst Should Know
The keyboard shortcuts I actually use on-screen in my modeling sessions, organized by task.
2 pages
.PDF
PDF·02
Financial Modeling Standards Checklist
Color conventions, sheet structure, and formula hygiene rules — the standard I hold my own models to.
4 pages
.PDF
PDF·03
Dynamic Array Functions Cheat Sheet
FILTER, SORT, UNIQUE, and friends — syntax, common patterns, and where they replace legacy formulas.
3 pages
.PDF
PDF·04
The FP&A Pyramid Framework
My framework for prioritizing analytical work — from mechanics to true business intelligence.
6 pages
Slide Decks
Slide Decks
Check back at a later time, as we will be adding slide deck free resources soon.
.PPTX
PPT·01
Building a Rolling Forecast — Workshop Deck
The exact deck I use to teach rolling forecast mechanics to finance teams, ready to present as-is.
28 slides
.PPTX
PPT·02
Doers vs. Thinkers — Elevating the FP&A Function
A conference-ready talk on shifting FP&A from reporting to strategic influence.
19 slides
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