CS Ventures
Services/Analytics & Financial Modeling
Service line 03

Analytics & Financial Modeling

Decision-grade numbers. The kind of analysis you can take into a board meeting or a lender conversation.

Executive dashboardsData pipelinesFinancial modelsRisk assessment
Offering 1 of 4

Executive dashboards

Tableau and Power BI reporting that answers the questions leadership actually asks. A dashboard earns its place by changing a decision; anything that just decorates a wall gets cut.

What you get

  • Dashboards built around the decisions they inform
  • Data definitions everyone agrees on, written down
  • Refresh and ownership documented, so it keeps working after handoff

How it runs

  1. Start from the questions leadership asks every week
  2. Get the underlying data trustworthy before making it pretty
  3. Ship, train, and hand over ownership
Offering 2 of 4

Data pipelines

SQL and Snowflake work that makes the data usable in the first place. Most reporting problems are data problems wearing a disguise: numbers that disagree, definitions that drift, manual pulls that eat a day a week. The pipeline work fixes the disguise problem at the source.

What you get

  • Reliable pipelines replacing manual pulls and exports
  • One agreed source of truth for the numbers that matter
  • Documentation of what feeds what, so nothing is tribal knowledge

How it runs

  1. Trace where the numbers come from and where they disagree
  2. Build the pipeline and reconcile until the numbers hold
  3. Automate the refresh and document the flow
Offering 3 of 4

Financial models

P&L analysis and models built to be acted on, not admired. Assumptions are explicit, scenarios are built in, and the model answers the question it was commissioned for: what happens to the business if this decision goes through.

What you get

  • A working model with assumptions you can see and change
  • Scenarios for the decision on the table, not just a base case
  • A walkthrough so your team can drive the model without us

How it runs

  1. Agree the decision the model must inform
  2. Build with your actuals, pressure-test the assumptions together
  3. Deliver the model and the walkthrough
Offering 4 of 4

Risk assessment

A clear read on the risk inside a decision you are about to make: a contract, an expansion, a big purchase, a new line of business. Grounded in financial risk work delivered for commercial, federal, and state clients.

What you get

  • The risks named, sized, and ranked, not just listed
  • The mitigations that actually change the odds
  • A recommendation you can defend to a board or a lender

How it runs

  1. Frame the decision and what a bad outcome costs
  2. Size the risks with data where it exists and judgment where it does not
  3. Deliver the assessment and the recommendation
Sounds like your problem? Describe it in one email. We will tell you what we would do, what it involves, and whether we are the right fit.
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