I will create a pro forma model for your business

4.9
4.9

United States

I speak English

134 orders completed

Management Consultant, Financial Modeling, Business Analyst

Joe earned a Bachelor’s degree in Finance from Florida State University and an MBA from Boston University, specializing in Strategy, Venture Capital, and Entrepreneurship. He currently serves as a ma...
About this Gig

I specialize in creating custom financial models designed to help you visualize your business's performance with clarity and precision. My models are dynamic, allowing for effortless scenario analysis and seamless workflows. Gain valuable insights with a user-friendly dashboard showcasing your company's projections and key performance indicators (KPIs).

Ready to take your business planning to the next level? Send me a message to get started, and well schedule a call to discuss your unique needs in detail.

Service type:

Business launch consulting

Business type:

Startups

SMBs

Industry:

Business services & consulting

Financial services

My Portfolio

Reviews

70 reviews for this Gig
4.9

(69)
(0)
(0)
(0)
(1)
Rating Breakdown
  • Seller communication level
    4.9
  • Quality of delivery
    5
  • Value of delivery
    5
Sort By
Most relevant
  • J

    jennychapman159

    US

    United States

    5

    Thanks Joe! You understood what I was going for and delivered an excellent tool for me going forward. You saved me a ton of time and added a lot of value to this project. I appreciate the attention to detail. You're awesome to work with!

    $400-$600

    Price

    8 days

    Duration

    Helpful?
    Yes
    No
  • L
    image-docs

    ldodoo

    Repeat Client

    US

    United States

    5

    Joe is so willing to listen to revision and was able to communicate very timely!

    $50-$100

    Price

    2 days

    Duration

    Helpful?
    Yes
    No
  • V

    v_akyea

    Repeat Client

    US

    United States

    5

    Joe is great to work with, incredibly friendly and professional, and very strategic in helping businesses understand their goals and business model. Was great to learn from him, share our vision, and gain practical insights into how to put it into action. Would highly recommend working with him, especially...

    $200-$400

    Price

    7 days

    Duration

    Helpful?
    Yes
    No
  • R

    rgdukejr15

    US

    United States

    5

    Thanks Joe. You did everything I asked of you. I appreciate your help!

    $200-$400

    Price

    7 days

    Duration

    Helpful?
    Yes
    No
  • V

    v_akyea

    Repeat Client

    US

    United States

    5

    Joe was terrific to work with! He was highly engaged, communicative, and sought to understand the dynamics of our company ideas and business model early in the process. We so appreciated his attention to detail, flexibility, and high-quality work, providing a substantial projection for our unique needs....

    $50-$100

    Price

    2 days

    Duration

    Helpful?
    Yes
    No
Reviews

70 reviews for this Gig
4.9

(69)
(0)
(0)
(0)
(1)
Rating Breakdown
  • Seller communication level
    4.9
  • Quality of delivery
    5
  • Value of delivery
    5
Sort By
Most relevant
  • J

    jennychapman159

    US

    United States

    5

    Thanks Joe! You understood what I was going for and delivered an excellent tool for me going forward. You saved me a ton of time and added a lot of value to this project. I appreciate the attention to detail. You're awesome to work with!

    $400-$600

    Price

    8 days

    Duration

    Helpful?
    Yes
    No
  • L
    image-docs

    ldodoo

    Repeat Client

    US

    United States

    5

    Joe is so willing to listen to revision and was able to communicate very timely!

    $50-$100

    Price

    2 days

    Duration

    Helpful?
    Yes
    No
  • V

    v_akyea

    Repeat Client

    US

    United States

    5

    Joe is great to work with, incredibly friendly and professional, and very strategic in helping businesses understand their goals and business model. Was great to learn from him, share our vision, and gain practical insights into how to put it into action. Would highly recommend working with him, especially...

    $200-$400

    Price

    7 days

    Duration

    Helpful?
    Yes
    No
  • R

    rgdukejr15

    US

    United States

    5

    Thanks Joe. You did everything I asked of you. I appreciate your help!

    $200-$400

    Price

    7 days

    Duration

    Helpful?
    Yes
    No
  • V

    v_akyea

    Repeat Client

    US

    United States

    5

    Joe was terrific to work with! He was highly engaged, communicative, and sought to understand the dynamics of our company ideas and business model early in the process. We so appreciated his attention to detail, flexibility, and high-quality work, providing a substantial projection for our unique needs....

    $50-$100

    Price

    2 days

    Duration

    Helpful?
    Yes
    No