Strategic Finance Consulting

Financial clarity that drives decisive action.

Wood Strategic Finance delivers expert financial analysis, modeling, and strategic planning — so executives and business owners can make confident decisions.

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Before
Excel
QuickBooks
Reports
METRIC Q3 Q4
Revenue $2.1M ~$2.4M?
Margin — 21%
Cash $480K see tab 3
Scattered across tools. No single source of truth.
Wood
Strategic
Finance
After
Projected Annual Revenue
$4,250,000
↑ +22.6% YoY
Operating Margin
28.4%
Cost Savings
$38K
YoY Growth
+22.6%

Everything in one engagement

A complete strategic finance toolkit for small business owners — from monthly reporting to long-range planning.

Monthly Reporting

P&L review, KPI tracking, and key metric analysis — delivered monthly so you always know where the business stands.

  • Monthly Reporting Package: P&L Review with commentary
  • KPI dashboard tailored to your key business drivers
  • Written narrative explaining what changed and why

So you always know where the business stands — and why.

Financial Modeling

Scenario analysis, compensation modeling, and driver-based forecasts built for real decisions.

  • 3-scenario revenue model (base, upside, downside)
  • Headcount and compensation planning tied to growth milestones
  • Pricing sensitivity and margin analysis

Models built for your decisions, not retrofitted from a template.

Strategic Planning

Annual and long-range planning that aligns your financial targets with business strategy.

  • Annual operating plan with monthly targets
  • 3–5 year long-range financial plan
  • One-page strategic dashboard for leadership alignment

Your numbers and your strategy, finally pointing the same direction.

The Approach

Clarity, not complexity

We cut through the noise and build financial clarity from the ground up — translating complex data into decisions your entire team can act on.

Deep-dive financial diagnosis
We start with your numbers, not assumptions. Every engagement begins with a full financial review.
Custom models, not templates
Every model is built for your business — your drivers, your industry, your decisions.
Actionable recommendations
Deliverables that drive decisions — not reports that sit in a drawer.
Monthly reporting package
Tailored to your business — P&L review, KPI dashboard, cash flow summary, and key variance analysis delivered on a consistent cadence.
Monthly owner review call
A dedicated monthly session to walk through results, explain variances and drivers, and align on what the numbers mean for your decisions ahead.
Rolling forecast & budget management
Your budget stays alive — updated as the business evolves, so you're always planning against reality, not a stale spreadsheet.
Monthly Reporting Package
March 2026
Revenue +8.3% vs. prior month
P&L
P&L Review
Actuals vs. budget
Complete
✓ Reviewed
KPI
KPI Dashboard
Key business drivers
14 metrics
9 on target
CF
Cash Flow Summary
Working capital & runway
$1.2M
+12.4%
Dan Wood
Philadelphia, PA

About

Dan Wood

I'm a finance and strategy leader with 14 years of experience helping organizations make smarter decisions. After serving as a Marine Corps Officer, I've built a career at the intersection of data, planning, and execution. I bring discipline, clarity, and a bias for action to everything I do.

FP&A Reporting
Regional Business Finance Officer
Global Expense Controller
Business Optimization Advisor
Medical Underwriter
Chief of Staff
Connect on LinkedIn Work with me
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Ready to gain financial clarity?

Strategic finance consulting that translates complexity into confident decisions. Let's talk about what clarity can do for your business.

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