I will build a 3 statement financial model and forecast in excel
Turning Data into Dashboards, Reports and Automated Insights
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
Highly Responsive
Known for exceptionally quick replies
About this Gig
I will build a structured Excel financial model for planning and forecasting using the historical data and assumptions you provide. Depending on the package, the model can include a linked income statement, balance sheet, cash flow, supporting schedules, drivers, and scenarios.
My approach is transparent: assumptions are separated from calculations, statement links are traceable, and key checks are included where practical. I do not invent revenue, cost or financing assumptions, and I do not promise funding, valuation or investment outcomes.
My delivered Excel work includes financial-performance dashboards, cash-flow tools, pricing models and advanced scenario workbooks. For this Gig, I recommend launching only after a sanitized 3-statement case study is added to the gallery.
Please send historical statements, forecast assumptions, required horizon and any existing model before ordering. Tax, audit, legal and regulated investment advice are outside scope.
My Portfolio
Other Financial Planning & Analysis Services I Offer
FAQ
What data do you need?
Historical financial statements or management accounts, forecast assumptions, the required horizon, and any existing schedules/model.
Will the model be investor ready?
I will build a professional model to the agreed scope, but I will not make unsupported investor-ready or funding-success guarantees.
Can you add DCF valuation?
Only through a separately scoped custom offer after the forecast model and valuation assumptions are confirmed.
Do you provide accounting or tax advice?
No. The model implements your supplied/accountant-approved assumptions and classifications.
Can you build from an existing model?
Yes, after review. Legacy-model repair can be more complex than a clean rebuild and may need a custom quote.

