Real stories from the field, practical frameworks you can actually use, and honest takes on what works in corporate finance. Written by analysts who've been there.
Last quarter, I watched three different teams struggle with the same problem. Their models looked perfect on paper, but reality had other plans. Here's what actually happened and how we fixed it.
Continue reading →We build three versions of every forecast. Not because we're pessimists, but because Vietnamese market conditions can shift faster than quarterly reports. I learned this after being caught off guard in 2023.
Theory says one thing. Your company's actual numbers tell a different story. We spend most of our time digging into the specific patterns that matter for your industry, not generic benchmarks from textbooks.
Financial models aren't set-it-and-forget-it tools. Every month brings new information. We revisit assumptions quarterly and adjust when the data tells us we're off track. Flexibility beats stubbornness.
Small changes that made noticeable differences in our team's work. No revolutionary breakthroughs, just practical adjustments.
Keep a dated copy every time you update your model. Sounds obvious, but you'll thank yourself when someone asks "what did we assume in January?"
Write down why you chose each key assumption. Future you won't remember, and your manager will definitely ask during budget reviews.
Show stakeholders what happens if revenue drops 15% or costs rise 20%. It prevents panic when reality doesn't match the base case.
Track actual vs. forecast every month. The patterns you spot will improve next year's projections more than any fancy technique.
Use at least two different approaches for major forecasts. When they disagree significantly, you've found something worth investigating.
Explain your findings like you're talking to a colleague over coffee. If you can't do that, you probably don't understand it well enough yourself.
We don't follow a rigid methodology. Instead, we adapt based on what your company actually needs and what the data reveals. Every business has its own rhythm.
Financial Consultant