Profile
Hey, I’m Haris. I believe that every mission-driven leader deserves financial clarity and confidence to make bold decisions. Over the past years, I’ve partnered with startups, nonprofits, care delivery orgs, and early-stage ventures to build performance dashboards, growth forecasts, and runways that align with strategy — not just spreadsheets.
My training is both deep and broad. I started out as an investment banking analyst before moving into FP&A roles at nonprofit and startup ventures. I use frameworks from that background to help clients make sense of complex cost structures, design incentive-aligned KPI systems, and marry operations with financial planning.
While healthcare is one of my key domains (where I’ve built models around payer mix, value-based care, and clinic expansion), I don’t limit myself to it. If your organization is scaling, aligning operations with strategy, or needs financial story clarity — we should work together.
When I’m not building models or teaching dashboards, you’ll find me on the tennis court, exploring Chicago’s food scene, or walking the lakefront with my partner, Jess.
What I Offer
From scenario modeling to board reporting and cash flow planning, I offer tailored financial solutions for growing organizations and leaders navigating growth, change, or complexity. Services include:
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For early-stage teams building their financial foundation.
Build a 12–24 month forecast with clear assumptions
Create a hiring model and cash runway tracker
Set up simple dashboards and monthly reporting
Includes 2 working sessions and a handoff walkthrough
Ideal for startups, virtual clinics, and grant-funded orgs needing clarity and control.
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For founders and executives preparing for boards, investors, or grants.
Clean BvA reporting with variance analysis
Key KPI trends, cohort metrics, and insights
5–10 board slides or a strategic finance memo
Optional: Support for investor or grant data rooms
Perfect for teams heading into a raise, audit, or high-stakes review.
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For teams who want cleaner metrics and better visibility.
KPI dashboards in Google Sheets or Looker Studio
SaaS and care delivery metrics (e.g. CAC, ARPU, cost/visit)
Templates designed for board meetings and team adoption
Option for ongoing metric tracking support
Ideal for orgs between “we don’t track that” and “our board keeps asking.”
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For anything that doesn’t fit neatly in a box.
Messy spreadsheets, broken models, unclear stories
Fundraise prep, grant budgeting, unit economics
One-off financial modeling or rev ops support
Flexible structure based on a quick scoping call
Great for fast-moving teams who need financial clarity—fast.