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Strategic FP&A Coaching (Teams) Tier 2
Strategic FP&A Storytelling: The Team Transformation
Move your finance team from "Data Providers" to "Decision Drivers."
Is your leadership team spending more time questioning the data than discussing the strategy? Most finance teams are technically brilliant but "narratively silent." They deliver accurate spreadsheets that fail to trigger action.
My Strategic FP&A Coaching is a high-impact intervention designed to standardize the way your team communicates with the Board and C-Suite. I help your analysts find the "So What" in the numbers, reducing the back-and-forth between Finance and Operations.
What’s Included in the Transformation:
The Narrative Alignment Workshop: A deep-dive session to establish a "Single Language of Truth" across your department’s reporting.
Template Forensic Audit: I personally review and "red-line" your team's current slide decks to eliminate clutter and highlight strategic drivers.
The "Executive Bridge" Framework: Training on how to translate complex variances into commercial recommendations that CEOs actually trust.
1:1 Forensic Coaching: Direct feedback for senior analysts on their upcoming high-stakes presentations (Board meetings, Budget cycles, or M&A).
The Result:
40% Less Time on Revisions: Stop the endless cycle of report "re-dos."
Increased Departmental Influence: Position Finance as a proactive co-pilot, not a back-office function.
Actionable Reporting: Reports that drive $1M+ decisions rather than $10 typo-hunts.
"A team that speaks the language of the Board is a team that moves the needle."
Tier 2: The Influence Engine ($4,500 +)
Everything in Tier 1 PLUS:
The Forensic Slide Overhaul: I take their 3 most important recurring decks (e.g., Monthly Ops Review, Cash Flow Forecast) and re-build the narrative structure. They get the "Before & After" templates to use forever.
Group "Hot Seat" Audit: A 90-minute live session where 3 team members present 5 slides each and get real-time "Forensic" feedback.
The Executive "Cheat Sheet": A customized library of 50+ pre-written commentary "hooks" tailored to their specific industry (e.g., Bottling/Sales or Banking).
Strategic FP&A Storytelling: The Team Transformation
Move your finance team from "Data Providers" to "Decision Drivers."
Is your leadership team spending more time questioning the data than discussing the strategy? Most finance teams are technically brilliant but "narratively silent." They deliver accurate spreadsheets that fail to trigger action.
My Strategic FP&A Coaching is a high-impact intervention designed to standardize the way your team communicates with the Board and C-Suite. I help your analysts find the "So What" in the numbers, reducing the back-and-forth between Finance and Operations.
What’s Included in the Transformation:
The Narrative Alignment Workshop: A deep-dive session to establish a "Single Language of Truth" across your department’s reporting.
Template Forensic Audit: I personally review and "red-line" your team's current slide decks to eliminate clutter and highlight strategic drivers.
The "Executive Bridge" Framework: Training on how to translate complex variances into commercial recommendations that CEOs actually trust.
1:1 Forensic Coaching: Direct feedback for senior analysts on their upcoming high-stakes presentations (Board meetings, Budget cycles, or M&A).
The Result:
40% Less Time on Revisions: Stop the endless cycle of report "re-dos."
Increased Departmental Influence: Position Finance as a proactive co-pilot, not a back-office function.
Actionable Reporting: Reports that drive $1M+ decisions rather than $10 typo-hunts.
"A team that speaks the language of the Board is a team that moves the needle."
Tier 2: The Influence Engine ($4,500 +)
Everything in Tier 1 PLUS:
The Forensic Slide Overhaul: I take their 3 most important recurring decks (e.g., Monthly Ops Review, Cash Flow Forecast) and re-build the narrative structure. They get the "Before & After" templates to use forever.
Group "Hot Seat" Audit: A 90-minute live session where 3 team members present 5 slides each and get real-time "Forensic" feedback.
The Executive "Cheat Sheet": A customized library of 50+ pre-written commentary "hooks" tailored to their specific industry (e.g., Bottling/Sales or Banking).

