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Blake Ekelund

Finance ops, half-formed plans, fully-formed spreadsheets.

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© 2026 Blake Ekelund · Built with Excel, chocky milk, and too many tabs open.

Board Reporting Package | FP&A Toolkit | Blake Ekelund

FP&A Toolkit /Board Reporting Package

Board Reporting Package

Reporting • Advanced • 1–2 days

Description

Summarizes key metrics and commentary for board updates.

Use Case

Used for quarterly investor and leadership presentations.

Tools Needed

Excel + PowerPoint

Deliverable

Deck + Model

Automation Potential

Partially automated

Linked Resource

Open Resource →

Related

KPI Dashboard

Visualizes financial and operational metrics for leadership and investors.

Operating Review Template

Monthly summary that ties KPIs, financials, and commentary together.