← PortfolioCooper's HawkMid-Year Review · FY26
Finance

Financial Model Build Out

Finance ProjectsFinancial Model Build Out

Revamp of budget and LRP from technical and process stand point.

Stage
Not Started
Level
Level 3: Dept Project
Health
Approved
Latest Update · May 14, 2026

5.14 Had initial brainstorming session. Targeting end of July to complete new model before 2027 budget process begins.

Department
Finance
Strategic Pillar
3 OPTIMIZE PERFORMANCE
Executive Sponsor
Dawn P
Owner
Justin
IT Dependency
No
IT Roadmap
—
Fiscal Year / Quarter
FY26
Timing
—
Start Date
—
Target End
—
Budget
—
Status
Approved
Status Updates · 4
1y running
In Progress/On TrackMay 14, 2026

5.14 Had initial brainstorming session. Targeting end of July to complete new model before 2027 budget process begins.

In Progress/On TrackApr 23, 2026

3.16.26 Need to determine right time to do it based on capacity (Justin, Mike, Ryan) and other priorities & level of effort based on P&L categories. Set milestones for those breakdowns, as well. 4.23.26 Need to ensure we have enough time before 2027 budgeting starts. Need to try to start in May/Jun. Notes: Need to come up with 3+9 forecast in the current model before getting to new model. Continues to not make the priority list. Diligence work will continue for 3-6 months.

In Progress/On TrackMar 16, 2026

3.16.26 Need to determine right time to do it based on capacity (Justin, Mike, Ryan) and other priorities & level of effort based on P&L categories. Set milestones for those breakdowns, as well.

Not StartedJul 11, 2025

7.11.2025: Added to 2026 Strat Plan (POC: Dawn); potential need for outsourcing ($350k)

Project Action

Scope/Milestones Needed

Prism · Cooper’s Hawk Strategy · Mid-Year Review FY26