Financial Modeling & Analysis

 

My path to becoming a financial modeler is non-traditional. After completing a liberal arts (Science, Technology & Society) bachelor’s degree from the University of Pennsylvania in two-and-a-half years, I was lucky enough to land a spot as employee #3 at a start-up, where I received hands-on exposure to all aspects of business, from M&A to contracts, HR to finance. It was there that I built my first financial model under the guidance of a former Goldman Sachs investment banker. My next role was as a Financial Analyst, where I received further training and continued to hone my modeling skills, and thus began my career in FP&A.

I have a solid understanding of financial accounting, allowing me to build models that include the full set of financial statements: income statement, balance sheet, cash flow and partner’s equity.

I have built hundreds of models in my career, including:

  • First-time budgets and forecasts

  • Redesigned budgets (including re-engineering the budgeting process)

  • Long-range financial plans

  • Models used in buy-side and sell-side transactions

  • Underwriting and project management models

  • Business analyses

  • Profitability analyses

  • Ad-hoc models for decision support

Industries include:

  • Financial Services

  • Healthcare

  • Real estate development (home building, land development, condominiums and hotels)

  • Online services, including education and marketing

  • Non-profits

What People Are Saying

  • Photo of a man (Steve Short)

    Steve Short, Advisor on Special Projects and Former CEO & CFO, Tampa General Hospital

    “I had the opportunity to work with Emilie on several complex physician partnerships and joint ventures and was thoroughly impressed with her work. Her financial analytics and project work summaries were excellent. She also worked with individual physicians and multi physician groups and negotiated business and financial terms. I highly recommend Emilie as a business partner.”

  • Photo of man (Mike Stratta)

    Mike Stratta, Founder & CEO, Arcalea


    “Emilie is one of the most effective and consummate professionals with whom I’ve had the pleasure to work. Her knowledge of how to drive a company’s financial health, from planning and budgeting to reporting, forecasting, and modeling, is masterful. Emilie will sit side-by-side with your team to ask questions and develop informed insights together. Her expertise has been instrumental in leading our budgeting, financial planning, and forecast tools, uplifting our insights into, not only finance, but operations, too. If you have the good fortune to work with Emilie, you will quickly realize (as we have) that her depth and breadth of experience, and ability to translate to leadership and business objectives, is an asset to almost any organization. Emilie is a great simplifier, and this is evident in all she does.”

  • Photo of a man (Tre Dixon)

    Jonathon “Tre” Dixon III, Shareholder, Carlton Fields


    “I have known Emilie professionally for three years. During that time, I enjoyed the opportunity to work with her on several large transactions for a very sophisticated client. Emilie provided leadership as a strong project manager, keeping the team focused on meeting stated timelines and corporate objectives. As a data analyst, she also quickly analyzed large amounts of data, synthesized it and turned it into useful information which allowed the business leaders to efficiently work through thorny issues. Besides business acumen, Emilie’s intangible contributions could be summed up as the perfect blend of professionalism and levity which was much appreciated during tense periods of negotiation. Unequivocally, I look forward to working with Emilie on future projects.”

  • Photo of a woman (Blaire Sullivan)

    Blaire Sullivan, Chief of Staff, Arcalea


    “Our firm first engaged Emilie to evaluate and build out key finance functions, including a budget, performance reporting, and additional custom tools. From the beginning, Emilie invested time to understand the needs of our company and desires for future growth. In addition, her presentation skills and ability to organize strategy into an executable format are exceptional. In particular, I appreciate the nature in which Emilie embedded with our team, taking care to explain analyses, methods, and desired outcomes to our stakeholders less familiar with financial concepts. She not only diagnosed our primary challenges but has created lasting infrastructure to operationalize change in our scaling company.”

  • Photo of a woman (Andrea Warnke)

    Andrea Warnke, Vice President of Finance, Strive Health


    “Emilie was a tremendous asset to our project, and I would work with her again in a heartbeat!”