Financial Planning and Analysis

Let me help you understand your business better so you can grow.

Need someone to manage your budgeting process, create a forecast, dive into data, prepare analysis or develop reports, but don’t want to hire a new employee?

My name is Kris Olsen, MBA, CMA, and I am a consulting Chief Financial Officer with extensive Financial Planning & Analysis (FP&A) experience. I love building financial models, analyzing data and developing meaningful reports in Excel.

Why choose me?

  • Years of Experience: I have over 25 years of experience in finance, accounting and operations, including 17 years in senior roles ranging from Director of Financial Planning and Analysis to Chief Financial Officer.
  • Diverse Experience: I have prepared comprehensive budgets, forecasts, analysis and reports for public and private companies in multiple industries and various stages of development (startup, turnaround, growth).
  • Hands-On Experience: I have personally managed budgeting processes from kickoff meetings through board presentations, developed thousands of financial models and reports, and prepared all forecasting and analysis for a successful initial public offering (IPO) and various M&A processes.
  • Education: I have an MBA in International Business from California State University, Dominguez Hills, and a Bachelor of Science in Business Administration from the University of La Verne.
  • Certifications: I am a Certified Management Accountant (CMA) and Certified Financial Manager (CFM).
  • Systems Knowledge: I am an advanced Excel user who literally uses Excel every day, and have extensive experience pulling and analyzing data from various sources including QuickBooks and other accounting packages, public data sources and proprietary systems.
  • Credibility: I have earned an A+ rating from the Better Business Bureau.

I want to help you understand your business better so that you can achieve your goals.

Here are some of the ways I can help you:

Financial and data analysis:

  • Development of metrics
  • Identification of business drivers
  • Trends
  • Variances

Financial modeling:

  • Budget models
  • Forecast models
  • Custom models
  • Spreadsheet design

Financial and management reporting:

  • Trackers
  • Dashboards
  • Flash reports
  • Daily, weekly, monthly management reports

Planning:

  • Financial plan development
  • Operating plan development
  • Strategic plan development
  • Sales, expense, headcount, capital expenditure forecasting
  • Cash flow forecasting

Please contact me directly to see how I can help you.

Kris Olsen, MBA, CMA
Olsen Consulting, Inc.
(951) 785-0000

Questions? Please call me at (951) 785-0000 or fill out my contact form.

Olsen Consulting has an A+ rating with the Better Business Bureau.
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