Learning From Actual Business Constraints
I spent five years at a Big Four firm before moving to Thailand in 2013. The corporate forecasting models I learned there? Completely useless for businesses with twenty employees and inconsistent revenue streams.
The turning point came when working with a distribution company in 2018. They needed weekly cash flow projections, not quarterly reports. Standard approaches couldn't handle that level of detail without becoming unwieldy. So we rebuilt everything from the ground up.
The best forecasting system is one people actually use. If your team needs a PhD to update the model, it will fail regardless of its theoretical sophistication.
Since then, I've worked with forty-seven different companies across manufacturing, retail, and services. Each one taught me something about adapting financial planning to real constraints. Not every business can hire a full-time analyst. Systems need to work with existing staff and their actual skill levels.
What surprises people most is how much business context matters. Two companies with identical revenue can need completely different forecasting approaches based on their payment terms, inventory cycles, and seasonal patterns. Cookie-cutter solutions miss that nuance.
47 Companies Guided
8 Industry Certifications
2019 CFO Excellence Award