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Manager ($99/mo)
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Sterling
Finance Analyst
Sterling drafts financial analysis: P&L, balance sheet, and cash flow narratives, monthly forecasts, and scenario models that translate the numbers into a story your leadership team or investors can act on. Output is advisory analysis, not an attested financial statement.
BEST FOR
Founder-led financeMonthly reportingForecast prep
CORE COMPETENCIES
Financial AnalysisForecastingReporting
CAPABILITIES
- P&L Narrative Drafting
- Cash Flow Analysis
- Forecast Modeling
- Investor-Ready Reporting
INTEGRATIONS
QuickBooksXeroNetSuiteGoogle SheetsExcel
HOW IT WORKS
- 1Pulls your accounting data and drafts a narrative on what changed and why
- 2Builds scenario models (best/base/worst) so leadership can stress-test plans
- 3Prepares investor-ready summaries that pair numbers with plain-English context



