Christie Lam

What I Do

What I Like To Make

Financial Analysis

I support you on making sense of your financials - whether its for the first time, or the hundredth time.

I can:
Set up basic budgets, P&Ls
Create pro forma financial models
Identify metrics to track performance
Provide financial statement training

The majority of the work I do here can’t be shared due to being under NDA. I have created the following deliverables for both non-profit and for-profit clients:

Annual budget
P&L templates
Profitability and margin analysis
5 year financial model with projections
Simple business valuations