#financial reporting
KPI Definitions — One Source of Truth for Every Metric
Write clear definitions for your company's KPIs, with the formula, data source, owner, timing and common traps, so every team calculates them the same way.
Budget vs Actual Variance Analysis — Explain What Moved and Why
Compare actuals with budget or forecast, calculate the variances, separate volume, price and timing, and write the commentary finance and department heads need.
SaaS Metrics Review — ARR, Churn, NRR and CAC Payback From Your Numbers
Calculate and explain the core subscription metrics (ARR, growth, gross and net revenue retention, churn, CAC payback, burn multiple) from your own data, with the formulas shown.
Finance Explainer — Explain a Number to Non-Finance Colleagues
Explain a financial result, metric or policy to people outside finance in plain language, with an example, what it means for them and what they can do about it.
Monthly Management Report — The Numbers and the Story
Turn the month's financial results into a short management report: headline results, what drove them, KPIs, cash, risks and the decisions leadership needs to make.
Board Deck Finance Section — Results, Outlook and Asks
Draft the finance section of a board deck: results against plan, the full-year outlook, cash and runway, key risks and what the board is being asked to approve.