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English
$
USD
I will simple and sophisticated models in excel
Custom Gigs and Pricing for Corporate Finance, Capital Markets, and Investment
*CUSTOM SHORT & LONG-TERM GIGS. CUSTOM PRICING AVAILABLE*
I am a finance professional with a Master’s of Science in Finance and a double-major Bachelor of Science in Biology & Philosophy. I am licens...
About this Gig
Overview
I provide sophisticated financial solutions for businesses, investors, and entrepreneurs. Whether you are preparing for a capital raise, analyzing a real estate acquisition, or need automated tools to manage complex data, I deliver models that are logically sound, visually professional, and ready for stakeholder review.
What This Offering May Include
- Custom Financial Modeling: Development of 3-statement models (Income Statement, Balance Sheet, Cash Flow) with dynamic drivers and sensitivity analysis.
- Investment Analysis: Detailed NPV, IRR, and DCF calculations to evaluate the viability of private equity or real estate transactions.
- Strategic Documentation: Drafting of professional investment memos and pitch materials that clearly articulate value and risk.
- Specialized Projects: A detailed construction of a negotiated tool, model, or dashboard.
Why Work With Me?
My work is rooted in a deep understanding of financial theory and rigorous quantitative standard. I build models that are easy for you to navigate, update, and present to partners or lenders. I bring a background in private investment and valuation, ensuring that every deliverable meets professional standards
Financial goals:
Saving for Retirement
•
Paying Off Debt
•
Other
Time horizon:
Other
Language:
English
Target country:
United States
My Portfolio
FAQ
What information do you need from me to get started?
To ensure quality, I generally need a clear outline of your objectives and any existing data (raw exports, previous statements, or project assumptions). Once we start, I’ll provide a brief list of specific inputs required for your custom model or analysis.
Can you work with both Excel and Google Sheets?
Absolutely. I build tools and models in both platforms. I can also convert complex Excel workbooks into Google Sheets while ensuring that all formulas, named ranges, and Apps Script/Macros transition and function correctly.
How do you handle sensitive financial data and confidentiality?
Confidentiality is a cornerstone of professional financial services. I treat all client data with the utmost security and am willing to negotiate a Non-Disclosure Agreement (NDA) before any proprietary information is shared if necessary.
Are your models "locked," or will I be able to edit them later?
I build Open Architecture models. This means you will have full access to all formulas and logic. I design them to be user-friendly so that you or your team can update drivers and assumptions in the future without needing to rebuild the framework.
Do you provide explanations or walkthroughs of the finished model?
Yes. I want to ensure you are confident presenting the data. Depending on the package you select, I can provide a recorded video walkthrough or a live consultation to explain the logic, key drivers, and how to interpret the results.
Do you offer custom quotes?
I will price based on complexity and committments to ensure quality.
Can you handle urgent 24-hour requests?
Yes. Depending on the scope and objective, there are possible solutions that could be generated with quick turnaround times, some as soon as 24 hours.
