I will build dynamic excel financial models with cfo level analysis

United States

I speak English, Spanish

862 orders completed

Professional Broadcast Ready VO's

I am a senior finance leader and fractional CFO with over 25 years of experience supporting small and mid sized businesses. I specialize in FP&A, forecasting, scenario analysis, and building decision ...
About this Gig

I build custom, dynamic Excel financial models designed to support real business decisions.

I am a seasoned FPnA and CFO professional with experience building decision ready financial models.


Each model is built using your data and structured for clarity, accuracy, and ongoing use.

My work focuses on financial planning, forecasting, and scenario analysis, while supporting a wide range of analytical needs. The goal is to help you understand outcomes and tradeoffs before decisions are made. Models are fully formula driven, easy to update, and reviewed for accuracy prior to delivery.


This service is ideal if you need

  • A reliable financial forecast or budget model
  • Scenario analysis to evaluate different outcomes
  • Cash flow and planning visibility
  • A decision ready Excel model for management or stakeholders


All models are delivered in Excel only and designed to be practical, professional, and easy to maintain.

Packages scale by complexity, from focused single decision models to CFO level planning models.


Important notes

  • All work is custom and no templates are used
  • Assumptions must be defined before modeling begins
  • This service does not include bookkeeping or software setup.

Technology:

Excel

Analysis type:

Quantitative analysis

Diagnostic analysis

Expertise:

Business Insights

Trends

Prediction

Forecasting

Programming language:

Python

SQL

Java

Tools:

QuickBooks