I will build an excel budget, forecast or financial model template
Senior Accountant, Excel, Power BI and Financial Models
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Plan your business numbers in a workbook that is easy to update and hard to break. I build budgets, forecasts and planning models in Excel for small businesses, startups and non-profits, using your own assumptions and figures.
What you get:
- An assumptions tab where every driver lives (prices, volumes, costs, headcount)
- Monthly budget or forecast that flows from those drivers
- Actual vs plan with variance, once you have actuals
- Scenarios (low, base, high) and sensitivity tables on larger packages
- A summary dashboard with charts you can paste into a deck
- Clear structure, documented formulas, audit check
Typical uses: annual budget, 12 to 36 month cash planning, pricing and break-even analysis, department budgets, grant budgets, product launch plans.
How it works:
- Send your current spreadsheet or a list of assumptions
- I confirm structure and scope within 12 hours
- You receive the model, tested with your numbers, plus a short guide
45+ Fiverr orders completed, including planning models used by founders and finance teams.
I build the model and the logic; the assumptions and decisions are yours. Message me with your figures for a fixed quote the same day.
Technology:
Excel
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Google Sheets
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Microsoft Word
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Power BI
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SQL
Data type:
Numeric
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String
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Date
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Free text
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Currency
My Portfolio
FAQ
Do you advise on the numbers?
No. I build the spreadsheet structure and formulas around assumptions you provide. Decisions, valuations and compliance are yours and your advisor's.
Can you build a model for a pitch deck?
I can build the model from your assumptions and produce charts; you decide what goes into your deck. I do not write or certify projections for third parties.
Which structure do you use?
Assumptions, monthly calculations, outputs, dashboard. Every output cell traces back to an assumption; nothing is hard-coded.
Can I update it every month?
Yes. Enter actuals in the Actuals tab and the variance and charts update automatically.
Do you handle multiple currencies or entities?
Yes, as part of Premium or as an extra; tell me the structure before ordering.
Excel or Google Sheets?
Either. Models with large scenario tables run faster in Excel; Sheets is better for shared editing.

