Walk-forward EBITDA bridge from prior period to current. Isolates volume, price, cost, and one-time adjustments for board-level reporting.
About This System
From WingettCo
A 5-tab EBITDA bridge model for CFOs, Operating Partners, and FP&A leads at PE-backed industrial companies. Decomposes variance into volume, price, mix, cost, and one-timer drivers with a monthly bridge structure and YTD trend analysis. The Chart Output tab produces board-ready waterfall charts formatted for sponsor presentations. Built from the financial reporting frameworks installed at a $500M–$600M multi-site industrial platform. Uses 122 pre-built formulas with labeled driver rows, no macros required.
What's Included
- Excel workbook (5 tabs, 122 formulas)
- Instructions tab
- Assumptions tab
- Monthly Bridge with driver decomposition
- YTD Bridge with trend analysis
- Chart Output tab (board-ready waterfall)
WingettCo
WingettCo
Member since 2026
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