Financial Consultant

Financial & Excel Spreadsheet Consultancy

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Sunbird Advisers provide Financial and Excel Spreadsheet Consulting to a wide variety of clients. Our lead consultant is a CIMA qualified accountant with eleven years as a Financial Controller at a top US Investment Bank. Recent financial consulting projects include numerous cashflow forecasts, setting up files for Making Tax Digital, new sales, procurement and headcount reporting, as well as preparing reconciliations, budget renovation and creating price lists. See below for more detailed recent pieces of work.

Recent pieces of work:

  • Reconciled internal systems versus Sage for a South East London client
  • Setting up spreadsheets to be able to conform with Making Tax Digital
  • Cashflow Forecasts for Start-Ups and growing businesses
  • Created new driver punctuality reporting for a taxi firm
  • Reviewed and corrected event budgets for a London based  Events planning company
  • Created new sales and procurement reports for a Pharmaceutical company
  • Renovated price lists and created standardised product codes and descriptions for a lighting company
  • Built new budget process for an events company based in London
  • Created a new time sheet model to analyse which clients are being over-serviced
  • Renovated huge budget Excel workbooks for a recruitment company in central London
  • Remotely expanded and automated management accounts for a group of nurseries
  • Built headcount reports for an HR department based in central London
  • Fixed Repo exposure spreadsheets for a hedge fund based in London
  • Streamlined fundraising Excel spreadsheet for a charity based in London
  • Fixed a guest list Excel spreadsheet for a marketing department in London

For more information please click here.

Meet Your Instructor, Gina Cohen

Microsoft Excel, PowerPoint, Word, Outlook and Teams trainer and Spreadsheet Consulting specialist with eleven years experience in the Finance department at Morgan Stanley. Has been teaching and consulting since 2013.

Get In Touch


07887 552 045

Gina Cohen
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