Financial modeling & model readiness
Get a focused analysis for a decision in front of you, or build a forecast your team can refresh and explain. We can do the work or guide your team through it.
Scope, inputs and delivery dates agreed before work begins.
Two ways to work with us
You may need additional modeling capacity, an independent review, or support for the analyst building the forecast. We agree who does what and what a successful handoff looks like.
Delivered by The Schlottco
Bring the business question, an existing model, or a forecasting process that needs attention. We define the work and deliver the agreed analysis or model.
Built with your team
Your team builds and maintains the model. We help structure the approach, challenge assumptions and review the work at agreed checkpoints.
Match the work to its intended use
A one-time decision and a monthly forecasting process require different work. We establish the intended use before choosing the scope.
| Your need | Focused decision model | Recurring operating forecast |
|---|---|---|
| Business question | Can we afford five hires if a contract slips? | How do revenue, staffing and cash change each month? |
| What we build | A bounded analysis with scenarios, sensitivities and explicit assumptions. | A maintainable model with defined drivers, refresh steps and exception checks. |
| Evidence & uncertainty | Available evidence, reconciled where possible; unresolved items clearly identified. | Validated inputs where available; remaining assumptions have owners and review triggers. |
| Completion test | The analysis answers the agreed question within its stated limits. | The team can refresh the model, reconcile results and explain changes. |
Provisional does not mean careless. It means some evidence or assumptions remain unresolved. A recurring forecast can also carry uncertainty—as long as its treatment is visible and accepted.
Already have a model?
A working spreadsheet can look finished before its inputs, assumptions and refresh process have been tested.
Our Model Readiness Review assesses an existing model—including AI-assisted builds—against its intended use. You receive specific findings, limits on use and a prioritized repair plan.
Request a model review ↗A scoped assessment of model readiness; no guarantee of future forecast outcomes.
Trace source totals, mappings, gaps and possible double counting.
Identify material estimates, their rationale and who accepts them.
Check that the model includes the drivers and business activity needed for its intended use.
Test refresh steps, exception handling and the team’s ability to explain changes.
AI assistance. Clear responsibilities.
AI can accelerate calculations, transformations and testing. Contract interpretation, missing evidence and business acceptance still need attention. We make those dependencies part of the plan.
Agree the decision, model boundaries, checks and acceptance criteria. An urgent analysis can have a narrower scope than an ongoing forecast.
Review source availability and client capacity before committing to timing. Separate hands-on work from time waiting for information or decisions.
Set checkpoints for uncertain items. Agree whether to investigate further, use an explicit assumption or narrow the model’s use.
Find the right starting point
Choose the situation closest to yours. We will use the first conversation to define the question, available inputs and a sensible scope.
This selector suggests a starting point; it does not assess your model.
Suggested starting point
Bring the decision, the deadline and a description of the data available. We will establish whether you need a focused analysis, a recurring model or repairs to an existing build.
Discuss your modeling project ↗Before we start
A narrowly defined analysis may be suitable for a short turnaround when usable inputs are available. We review the question and data before agreeing a delivery window. A recurring model requires additional validation, refresh testing and handoff work.
Yes. The review focuses on intended use, source reconciliation, calculations, assumptions and repeatability. The method used to build the model does not replace those checks.
We identify the material gaps and agree a bounded investigation. Items that cannot be resolved remain explicit assumptions or limitations. Decisions requiring business acceptance stay with an agreed client owner.
For recurring builds and guided engagements, we agree documentation, ownership and handoff requirements at the start. The practical test is whether your team can complete the next refresh and explain the results.
Tell us what you need to decide, what you have already built and when you need to use it.
THE QUESTION → THE INPUTS → THE NEXT STEP
