Black & Gold Country Club Financial and Operational Model

Black & Gold Country Club experienced rapid multi-location expansion across Michigan and Indiana. The leadership team needed third-party consulting support to transform meaningless, coded Point of Sale (POS) data into actionable business intelligence, evaluate 2-year multi-site financial performance, and model CapEx loan financing options for opening a new location.

• Processed and cleaned raw, coded POS sales data using Power Query, XLOOKUP, and dynamic data tables to establish a structured data hierarchy.
• Built 2023–2024 Profit and Loss (P&L) models across all operating sites to analyze operational efficiency and forecast revenue growth for the proposed expansion site.
• Evaluated capital expenditure costs for the new buildout, modeling down-payment strategies, APR variations, and 3-tier bank loan amortization schedules (Best Case, Most Likely, Worst Case).
• Evaluated the financial impact of a new tenure-based employee bonus compensation structure against net profitability.Utilized advanced data filtering on member databases to assist with cross-referencing complex operational criteria.

• Delivered a consulting business memo and executive presentation detailing growth recommendations, new site expansion feasibility, and financing strategies.
• Developed fully dynamic loan amortization and scenario models to optimize interest rates and down-payment allocation across prospective lending institutions.
• Provided executive leadership with data-backed workforce retention insights and actionable recommendations on compensation structuring.

• Excel modeling
• Power Query
• Scenario Manager
• XLOOKUP / VLOOKUP
• Data visualization