Private equity · Financial planning & analysis
Interim executive support for forecasting, acquisition reporting, and monthly performance reporting.
I build forecasts management can explain, reporting that separates organic performance from acquisitions, and recurring processes the finance team can maintain.
Kelso · ARA · General Atlantic
Completed work
Selected work in acquisitive services and behavioral health.
Galloway · Kelso / ARA
Full-time consulting engagement
ACES · General Atlantic
FP&A consulting
A worked forecast
January–September actuals stay fixed. Change the fourth-quarter revenue and margin assumptions, then inspect the EBITDA bridge and monthly data.
Management outlook · FY 2026
Fictional company & data
FY revenue
$46.40m+$0.10m vs annual planFY EBITDA
$7.34m−$0.03m vs annual planEBITDA margin
15.8%EBITDA ÷ total revenueAcquisition revenue
$6.00mIncluded in consolidated resultsUSD millions
Fixed scale · 0–6 USD millionsView exact monthly data ↓
USD millions · full year
Management discussion
Q4 is at plan. The full-year EBITDA variance comes from results through September. Review those differences before accepting the remaining forecast.
Figures are USD millions. Revenue includes organic revenue and acquisition contribution. Jan–Sep actuals stay fixed; sliders change only Q4 organic revenue and gross margin. Organic plan gross margin is 42%; acquisition gross margin is 32%. EBITDA equals gross profit less monthly operating costs. The margin impact is calculated on revised Q4 organic revenue, so the bridge reconciles to the full-year outlook. The display rounding row makes the rounded bridge add to the rounded total. The CSV includes the margin assumptions and monthly costs. This simplified example excludes taxes, interest, working capital, capex, debt, and EBITDA adjustments.
| Month | Period | Plan revenue | Outlook revenue | Outlook EBITDA |
|---|---|---|---|---|
| Jan | Actual | 3.00 | 2.95 | 0.34 |
| Feb | Actual | 3.05 | 3.00 | 0.37 |
| Mar | Actual | 3.10 | 3.15 | 0.41 |
| Apr | Actual | 3.75 | 3.80 | 0.58 |
| May | Actual | 3.80 | 3.75 | 0.55 |
| Jun | Actual | 3.95 | 3.90 | 0.59 |
| Jul | Actual | 4.05 | 4.05 | 0.66 |
| Aug | Actual | 4.10 | 4.20 | 0.73 |
| Sep | Actual | 4.20 | 4.30 | 0.75 |
| Oct | Forecast | 4.30 | 4.30 | 0.74 |
| Nov | Forecast | 4.40 | 4.40 | 0.78 |
| Dec | Forecast | 4.60 | 4.60 | 0.84 |
Worked revenue bridge
An acquisition can make both figures correct. The difference is the businesses and ownership periods included.
Separate organic growth from acquisition contributionFictional example · USD millions
A reconciled example covering closing dates, comparison periods, and pro forma revenue.
Engagement priorities
Define what the CFO needs delivered, who supplies the operating inputs, and which decisions the interim leader owns. Staffing, hiring, and team responsibilities belong in the agreed scope.
Examples of deliverables to agree at the outset:
Review the proposed FP&A engagement scopeReview: Actuals reconcile to reporting, assumptions have owners, and material changes can be explained.
Review: Totals trace to source data, comparison periods are consistent, and follow-up has an owner.
Review: The bridge reconciles to consolidated results; organic and pro forma definitions are explicit.
Review: A named team member can run the next cycle and identify unresolved items.
Finance tools by Seth Sokoloff
Explore how operating assumptions affect EBITDA, cash, and debt.
Review cash and debt bridges, reporting preparation, and hypothetical covenant monitoring.
Connect initiative owners, milestones, and evidence to the financial outlook.
Estimate implementation effort, software costs, and the value of time saved. Preview access is currently restricted.
For sponsors, CFOs & search partners
A short message is enough. Include the business, the next deliverable or deadline, the current finance team, and the scope you need covered. For an executive search, include the reporting line, team remit, and location expectations.