Mark K.
Finance, Process Automation, Data-Consulting & AI
Struggling with Financial Clarity - Let's Change That. I’m Mark K, an Expert in Finance & Data. I pair financial leadership, data-consulting and problem-solving to create magic. I discover overlooked and future opportunities, turning raw data into smart strategy by blending finance, tech, and automation to answer the big questions: 🗸 What channels are best — and worst — performers 🗸 How do we scale profitably? 🗸 Can you automate our repetitive work flows? 🗸 Our churn is a problem — can you help? 🗸 Which KPIs should we track, and how often? 🗸 Help us evaluate Customer Buying Behaviors? 🗸 We need to measure Customer Lifetime Value and Retention Rates! 🗸 Can you optimize our operations for cost savings? 🗸 Can you help us visualize our operations into dashboards? 🗸 Our Financial Data is everywhere, can you aggregate our scattered systems? 🗸 How do we automate our repetitive processes? 🗸 We have the data, but can’t see the trends, can you help? MY SERVICES: ‣ AI Workflows (NEW) ‣ Profitable Growth (Cash Flow, Cost Controls, Margin Studies) ‣ Pitch Decks: Investor Narratives & Financial Projections ‣ Financial Modeling, Forecasts, Budgets (Excel, Sheets, Python) ‣ Business Intelligence (Power BI, Tableau, Looker, Canva, LucidChart) * ‣ Process Automation (Zapier, Power Automate (AI Builder), Make, UIPath, Google) * ‣ Data Modeling & Pipelines (Docker, dbt, Spark, Snowflake, Prefect) * ‣ Database & Analytics (SQL Server, PostgreSQL, SQLite, Azure, Fabric) * ‣ Predictive Analytics (Python, ML) ‣ Finance System Upgrades * ‣ Systems: CRM, ERP, QuickBooks & more * ‣ Custom FP&A Tools (Power Apps, AppSheet, Airtable, Dataverse) ‣ Business Consulting & Startup Planning ‣ Valuation & Exit Modeling (*Some services may use vetted U.S.-based contractors.) MY BACKGROUND 30 years in Finance & Data, including 15 years in Business Valuation. I’ve helped public and private companies, startups, and investors. My specialty: solving financial problems by combining tech, data, and strategy — without fluff. I work confidently with all stakeholders, from analyst to C-suite. Known for accurate, high-quality deliverables. 97% JSS, Top-Rated Plus. Let’s connect — happy to offer a 30-minute consultation. — Mark