Services

A focused practice for the most consequential lines on the capital plan.

Engagements are scoped tightly and delivered by the principal. That keeps the work fast, defensible, and free of layered consulting overhead.

01

Credit & Balance Sheet Stress Testing

Custom stress frameworks for bond issuances, credit revolvers, and post-shock scenarios on the corporate balance sheet.

  • Customizable stress metrics calibrated to your capital structure
  • Scenario modeling across base, downside, and tail conditions
  • Standardized financial-health measurement for board reporting
  • Documentation built for auditor and rating-agency review
02

Capital Planning & Portfolio Strategy

Multi-year capital portfolios reshaped around constraint, return, and political reality — from billion-dollar programs to individual investment cases.

  • Capital portfolio construction across hundreds of projects
  • Executive committee process design and investment governance
  • Highly customizable financial models for executive and Congressional use
  • Cash forecasting across grant availability and reimbursement timing
03

Federal Grant Finance & Oversight

Grant terms, financial oversight, and proposal evaluation built to a federal standard for IIJA, FSP-NEC, and adjacent infrastructure programs.

  • Grant terms and conditions drafting and review
  • Financial oversight frameworks for awarded funds
  • Grant proposal evaluation and award recommendation
  • Process improvements that reduce annual submission error rates
04

FP&A Build & Process Improvement

Standing up the analytics, dashboards, and operating cadence that turn FP&A from a reporting function into a decision-support partner.

  • Performance dashboards spanning 10+ years of operational data
  • Agile-based automation of planning, tracking, and reporting
  • Cost-per-unit and time-to-complete reporting methodology
  • Cash flow management dashboards for multi-billion-dollar portfolios
05

Public-Sector & Policy Analysis

Economic and financial analysis for legislators, agencies, and policy advocates evaluating fiscally significant decisions.

  • Stochastic stress testing of public retirement and benefit systems
  • Individualized economic analysis for legislators and senior officials
  • Public testimony, consulting, and advocacy support
  • Alignment to actuarial industry and credit rating standards

Not sure which engagement fits? Start with a 30-minute scoping call.

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