Financial Analytics

Analytics for finance: P&L, budgeting, forecasting, and financial reporting.

Key metrics

• Revenue — Top line, growth, by segment or product
• Margin — Gross, operating, net; by business unit
• Cash flow — Operating, investing, financing; runway
• Variance — Actual vs. budget, vs. prior year, vs. forecast

P&L analytics

• Revenue breakdown — By product, channel, geography
• Cost structure — Fixed vs. variable, COGS, OpEx
• Profitability — Contribution margin, unit economics

Forecasting

• Revenue forecasting — Top-down, bottom-up, driver-based
• Expense forecasting — Headcount, vendor, trend-based
• Scenario analysis — Best/worst/base cases

Common analyses

• P&L variance by line item and period
• Revenue and margin trends by segment
• Budget vs. actual and forecast accuracy
• Cash flow and runway projections