Budgeting & forecasting
Build Excel models that connect revenue, costs, and financial outcomes under documented assumptions.
- Budget and forecast structures
- Clearly defined inputs and outputs
- Reconciliation and model checks
Independent financial consulting
Financial models,
made useful.
Excel models for budgeting, forecasting, and scenario analysis. Clear assumptions and practical explanations that help leadership understand the choices.
From model to decision
The foundation
Your Excel model
Sources, calculations, and context
The comparison
Assumptions & scenarios
Baseline, alternatives, and tradeoffs
The conversation
A clearer decision
Outcomes leadership can interpret
A disciplined path from assumptions to understanding.
Built around your decision.
Excel modelingScenario analysisLeadership communication01 / Services
A model people
can work with.
Useful financial work connects the calculations to the question, then gives people the guidance to use it.
Scenario & decision analysis
Compare a baseline with alternative choices, showing their incremental financial effects and relevant constraints.
- Bounded what-if scenarios
- Assumptions and sensitivity
- Tradeoffs and timing
Explanation & handoff
Make the model understandable through clear visuals, practical documentation, and walkthroughs for the people who will use it.
- Leadership presentation materials
- Model guides and operating instructions
- Staff walkthroughs
02 / Approach
Start with the question.
Keep the reasoning visible.
I work with you to define the decision, make the assumptions explicit, and deliver a model your team can understand and operate.
Leo T Goldberg Independent consultant
Define the decision
Agree on the question, supported choices, deliverables, and boundaries.
Build and check the model
Connect sources and assumptions to calculations; review examples and explain limitations.
Explain and transfer
Present the financial effects and give your team the instructions to use and update the model.
03 / Experience
Experience behind
the practice.
My prior professional work includes building Excel financial models, reconstructing historical calculations, and explaining scenarios to leadership.
Driver-based financial modeling
Built an Excel model connecting staffing and growth assumptions to revenue, expenses, and multiyear financial outcomes.
Financial rules & reconciliation
Translated written financial rules into formulas and reconstructed historical calculations to compare modeled outputs with published figures.
Live scenario discussions
Presented financial scenarios to leadership, explaining assumptions, timing, and tradeoffs as questions arose.
04 / In development
Research & prototypeScenario Studio
Exploring a clearer way to bring financial scenarios to leadership.
A product concept for consultants, finance teams, and Excel analysts: turn an analyst-owned model into a guided experience for comparing scenarios and explaining outcomes.
The intended approach keeps Excel responsible for calculation and the analyst responsible for defining what the information means.
Currently a browser prototype using fictional data. Workbook integration and shared access are planned; the product is not available for client use.
Work with Leo
What decision does
your model need to support?
Start with the question, the spreadsheet you use today, and what your team needs to understand.