Financial modeling and FP&A systems built for founders and operators
I build M&A synergy models, automated FP&A infrastructure, and investor-ready financial models. Combine financial rigor with software engineering to create systems that stay current and drive decisions.
Why FP&A automation and financial systems
Most companies do financial planning in spreadsheets — manually updating data, reconciling figures, and regenerating forecasts every month. That's expensive and error-prone. Automated FP&A systems pull data from your tools (CRM, billing, payroll) and generate live forecasts, variance reports, and dashboards. Your finance team analyzes instead of collects.
The same applies to M&A. Synergy models quantify the real value of a deal — which synergies are achievable, how long they take, and the net impact to your returns. A well-built model changes how you structure the deal and what price you should pay.
What we can build together
M&A synergy modeling
Revenue synergies, cost synergies, working capital benefits — quantified and stress-tested. Shows which synergies drive the deal and how to capture them.
3-statement financial models
Income statement, balance sheet, and cash flow projections tied together. Foundation for all strategic finance work.
FP&A automation & dashboards
Live, always-current financial data pulled from your systems. Variance analysis, scenario planning, and narrative reporting.
Multi-entity consolidation
Rolling up financials across operating companies, segments, or geographies. Clean accounting and elimination entries.
Investor pro forma underwriting
Models that tell the investor story: unit economics, gross margin expansion, ARR growth, and cash generation potential.
Fundraise prep & deal structuring
Bridge your current financials to investor expectations. Structure warrants, options pools, and preference terms.
Why work with Zachary Vorsteg
I hold a Finance degree from FAU (2020) and combine financial analysis with software engineering. I don't just build models — I build systems that stay accurate and live. I've modeled M&A transactions, automated FP&A infrastructure, and built financial systems for growing companies. I work directly with founders and finance teams, no consultants.
- Financial rigor paired with engineering discipline. Your models are built to last.
- You own the models — full source code and methodology documentation. You can modify, extend, or audit the work.
- FP&A templates are available for download on this site — revenue waterfall, 3-statement model — starting points for your own planning.
- Data automation — models pull live data from Stripe, Supabase, or your own databases instead of manual entry.
- Scenario and sensitivity analysis built in. Understand the levers that drive your outcomes.
Frequently asked questions
What is FP&A automation?
FP&A automation builds systems that pull financial data from your tools — CRM, billing, payroll — and automatically generate forecasts, dashboards, and variance reports. Instead of updating a spreadsheet by hand every month, your models stay live and current. It gives finance teams time to analyze instead of collect.
What is M&A synergy modeling?
M&A synergy modeling quantifies the value creation from a deal — revenue synergies (cross-sell, market expansion), cost synergies (elimination of duplicate overhead), and working capital benefits. The model shows which synergies are achievable, how long they take to realize, and the net value to your deal.
Can you build an investor-ready financial model?
Yes. I build 3-statement models (income, balance sheet, cash flow), multi-entity consolidations, and detailed pro formas for fundraising and investor underwriting. These models include sensitivity analysis, scenario planning, and the narrative deck explaining the assumptions behind the numbers.
Who is Zachary Vorsteg?
Zachary Vorsteg is a financial systems architect and software engineer based in West Palm Beach, FL. He holds a Finance degree from FAU (2020) and combines financial analysis with engineering — building automated FP&A infrastructure, synergy models, and dashboards that are both accurate and live.
Turn financial planning into a system
Tell me where your planning breaks down — forecasting, deal analysis, investor presentations. I'll show you how to build a system that stays current and drives better decisions.
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