Ravi Melwani
VP of Finance and Operations at Obvi
Hire the Top 1% of FP&A / Financial Modeling Consultants
The roster runs finance and ops at real brands, from a VP of Finance at Obvi to the former COO who scaled AG1 past $600M. They build the planning layer under your cash flow, forecast, and raise.
About MentorPass
Est. 202010,000+ engagementsavg rating
The list
The 9 best fp&a / financial modeling consultants
Ranked by track record and how operators rate them. Each one has owned a real P&L, not just modeled one in a deck.
- 01
Ravi Melwani
Vetted operatorVP of Finance and Operations at Obvi
Ravi runs finance and ops at Obvi, one of the larger DTC supplement brands. Founders book him to read a real cash flow document and then rebuild it for their own business, line by line. He works the P&L the way an operator does, not a spreadsheet exercise.
FinancialsCash flowDTC finance
Sound familiar?
From stuck to a plan you can run this week
The problems founders bring our fp&a / financial modeling operators — and what they walk away with.
They forecast demand in Excel. It works, until it doesn't. Then growth stalls and cash flow freezes.
A rolling model that ties demand to cash, so you order stock and hire before the wall, not after it.
We just finished our yearly report. Late, with a lot of hiccups.
The scope
What a fp&a / financial modeling consultant actually does
The work our fp&a / financial modeling operators take on, from first call to ongoing.
Three-statement financial model
A connected P&L, balance sheet, and cash flow that acts as a heads-up display for the business.
Cash flow forecast
A 13-week operating window and a longer-term model for scenario planning during growth.
Demand and inventory forecast
A rolling model that ties acquisition cost and ad spend to stock orders so you stop running out or over-buying.
Fundraise model and pitch
The numbers, milestones, and storytelling a VC or capital partner expects at your stage.
Reporting and month-end close
A proj-versus-actual reporting cadence with COGS and accruals recognized correctly.
How MentorPass works
The easiest way to hire a fp&a / financial modeling consultant
Find your expert, book a call, solve your problem — and keep them on when you’re ready.
1. Find your consultant
Browse the ranked list of vetted operators. Every profile shows their track record, the brands they’ve scaled, and exactly what they go deep on.
2. Book a call
Pick a time and share your context up front. They review it before you meet — no spending the first 20 minutes on background.
The guide
What to know before you hire a fp&a / financial modeling consultant
What an FP&A consultant does
FP&A is the modeling layer underneath every business decision. An FP&A consultant builds and maintains that layer: the three-statement model, the cash flow forecast, the demand and inventory plan, and the reporting that tells you what actually happened versus what you projected. The work is not the spreadsheet. The work is the decision the spreadsheet makes obvious: when to hire, how much stock to order, how long your cash lasts, and whether the next raise is worth the dilution.
Most early brands run this in Excel. It works until it doesn't. Then growth stalls, cash flow freezes, and a winning product stocks out while a slow one ties up the cash. A good FP&A operator gets ahead of that with a rolling model that ties demand to cash, so you see the gap weeks early instead of the day it hits.
What to look for when hiring one
Hire someone who has owned a real P&L, not just modeled one in a pitch deck. The difference shows up fast. An operator who ran finance at a scaling DTC brand knows that COGS recognition and shipping accruals are where the books get messy, that a 13-week cash window is for operations and a longer model is for scenario planning, and that demand timing is the real bottleneck in DTC, not the model itself.
Look for specifics in their track record: revenue scaled, a raise closed, an exit run. Ask how they re-forecast off real data without it turning into a mess. Ask what demand planning is right for your size versus what is overkill. The right answer is rarely the most complex one.
Why founders use MentorPass for it
MentorPass connects you to operators who have already built the thing you are trying to build. The FP&A roster runs finance and operations at real brands: a VP of Finance at Obvi, the former COO who scaled AG1 past $600M and a $1.2B valuation, a former McKinsey M&A advisor, and fractional CFOs who raise and acquire for a living.
You book by the session, see each operator's track record and rating before you commit, and can get on a call in days. Use one session to unblock a broken forecast or pressure-test a raise, or work with the same person as the model grows with the business. It is peer-to-peer finance help from people who have run the playbook, not a firm billing you to learn on your time.
Proof
Results from these fp&a / financial modeling consultants
- Average rating
- 5★
- Written reviews
- 64
- Sessions booked
- 482
- Expert operators
- 9
Average rating
Written reviews
Sessions booked
Expert operators
Ravi was exactly the conversation I needed. I came in trying to pressure-test a business hypothesis in the DTC space and left with the thesis sharpened, the gaps in my thinking named, and a much clearer view of which pieces would land with operators and which wouldn't. What stood out: * He doesn't generalize. When I floated something, he'd give me a real example from his own operations and then push back on the parts that didn't match how mid-market DTC actually behaves. That kind of specificity is rare in a 30-minute call. * He validated the model, not just the problem. A lot of mentors will agree the problem exists; Ravi went further and walked me through which structural pricing/packaging choices would actually feel right to a DTC operator getting pitched — and which ones would get politely ignored. * He gave me honest pushback. When I asked the easy questions, he answered the hard ones. He surfaced reasons a founder wouldn't engage with what I'm building, which was way more useful than another round of affirmation. If you're building anything where DTC operators are the buyer — finance tooling, supply-chain software, vendor-side services — Ravi is one of the highest-signal 30 minutes you can spend. Thanks Ravi.
Why MentorPass
MentorPass vs. the alternatives
When you need fp&a / financial modeling help, you have four options. Here's how they actually stack up.
Industries
Where our fp&a / financial modeling operators have done it
Real reps in these verticals, not theory. The kind of pattern-matching that only comes from having shipped in your category.
- E-commerce FP&A / Financial Modeling ConsultantsFP&A / Financial Modeling operators who've built and scaled DTC and online retail brands.
- CPG FP&A / Financial Modeling ConsultantsFP&A / Financial Modeling operators who've scaled consumer packaged goods brands in retail and DTC.
- Agency FP&A / Financial Modeling ConsultantsFP&A / Financial Modeling help built for agencies and professional service firms.
- B2B SaaS FP&A / Financial Modeling ConsultantsFP&A / Financial Modeling guidance for B2B software and platform companies.
- Marketplace FP&A / Financial Modeling ConsultantsFP&A / Financial Modeling for multi-vendor marketplaces and platforms.
FAQ
Frequently asked questions
What does an FP&A consultant actually do?
They build the planning layer under your decisions: the financial model, the cash flow forecast, the demand and inventory plan, and the reporting cadence. The good ones connect the model to operating choices like when to hire, how much stock to order, and how much cash a growth plan will burn.
How much does it cost?
You book by the session, not on a retainer. A single call can fix a broken forecast or pressure-test a raise. You can keep working with the same operator as often as you need, with no contract.
How are these consultants vetted?
Every operator on this list has run real finance or operations at a real company, and most carry session counts and ratings from founders who booked them. Ben has 100+ sessions at a perfect rating. Meghan has 250+ at 4.97. You see the track record before you book.
Explore more
Hire a fp&a / financial modeling consultant who's done it before
Pick a consultant and book a call — or tell us what you're working on and we'll route you to the right operator in the network.