Modern financial modelling
for finance & deal teams.
I work with finance teams and consulting firms to develop sophisticated financial models — multi-entity consolidations, forecasting systems, transaction support, and ongoing model governance.
When boards, lenders, and operators depend on the numbers, I make sure the model holds up.
HOW I WORK
Stage 1: Build and Stabilize the Model
Every engagement starts here. I rebuild, refactor, or stabilize the core financial model — whether it's a consolidated budget model, a transaction support model, or a reporting system that's grown brittle. The goal is a model the CFO can hand to the board or a lender without hesitation.
Typical scope: 3-statement models, project finance, budget/forecast consolidations, scenario architecture, board and lender reporting.
Stage 2: Establish a Reporting and Governance Layer
Once the model is clean, it becomes the foundation for a recurring system. I integrate monthly actuals, maintain the rolling forecast, monitor covenant compliance, track variances, and keep dashboards current — on a predictable monthly rhythm. Structural integrity checks and scenario validation are built into the cadence, not bolted on as an afterthought.
The model stays decision-ready month to month — not just during reporting season. This is typically a small number of ongoing relationships.
Stage 3: A Clean System, Ready for What Comes Next
When the model is stable and the reporting layer is running, the company is positioned to move faster — on financing, acquisitions, budgeting cycles, new reporting requirements, or changes in the business. The infrastructure is already in place. Decisions are supported by numbers that are current, reconciled, and trusted.
That's the point: a financial system that doesn't need to be rebuilt every time something changes.
WHO I WORK WITH
I work in two modes: as a technical resource deployed through consulting and advisory firms on complex engagements, and directly with mid-market companies ($10M–$200M revenue) whose financial model needs stabilization or ongoing ownership.
In both cases, the standard is the same — reliable, legible, and decision-ready.
getting started
1. Short conversation
A brief call to understand the current state of your model, what's at risk, and what decisions are pending. I'll be direct about whether I can help and what it would take.
2. Scoped engagement
Stabilization is a bounded engagement — typically 4 to 8 weeks. Clear scope, clear timeline, clear deliverable. If ongoing ownership makes sense after that, we discuss it then.
About Novus Financial
Novus Financial was founded out of a passion for building clear, purposeful financial models that decision-makers can actually rely on. After specializing in corporate development, M&A, and FP&A, I recognized how often teams were forced to choose between high-quality analysis and models that were actually maintainable month to month.
Novus bridges that gap — building and stabilizing decision-ready models and the reporting that supports decisions under pressure. For the right clients, that extends beyond a project into ongoing model ownership — keeping assumptions, logic, and reporting aligned as the business evolves.
Kurt Schulthies, Financial Modelling Consultant
