Richard & Co. Financial Models

Richard & Co. Advisory is an independent financial modeling and finance advisory brand built on more than a decade of hands-on experience across banking and multinational corporate groups in Asia, Europe and North America. We specialize in FP&A, budgeting and forecasting, cost planning, management reporting, business performance analysis and financial governance. The experience behind our work includes leading enterprise budgeting and zero-based planning initiatives involving hundreds of millions of dollars, delivering multi-million-dollar annual cost savings, improving cost efficiency and accelerating monthly reporting for executive decision-making. Our background also includes building finance functions and governance frameworks from the ground up—including delegation-of-authority structures, standard operating procedures, budgeting processes and procurement-to-payment controls—as well as regularly supporting senior management and Executive Committees. We create financial models and management tools for business owners, finance teams, consultants, executives and investors who need more than a generic spreadsheet. Each product is designed around clear assumptions, transparent calculations, practical operating logic and decision-ready outputs. Our models focus on: • Budgeting, forecasting and scenario planning • Cost optimization and performance management • Management reporting and executive dashboards • Financial governance and internal controls • Business planning and decision support Every model is built to be practical, adaptable and easy to understand. The objective is simple: to transform complex financial planning and management requirements into structured tools that support better business decisions. Practical models. Transparent logic. Better decisions.

by Richard & Co. Financial Models

Integrated 3-Statement FP&A Model for SMEs – 36-Month Forecast, Budget & Scenarios

Integrated Base, Upside and Downside scenario framework with a selected-scenario…