I will deliver saas financial modeling
Fractional CFO, turning financial insight into strategic growth
About this Gig
About This Gig
Level 1: SaaS Financial Snapshot
Get a clear view of your SaaS business health with key metrics. Ill provide:
- SaaS financial modelling: Profit & Loss, Balance Sheet, Cash Flow Statement
- Core SaaS metrics: MRR, ARR, churn rate, NRR, CAC, LTV
- One virtual session to review findings and highlight opportunities
Best for SaaS startups seeking a quick financial assessment.
Level 2: SaaS Strategic Roadmap
Plan your growth with structured financial projections and actionable insights:
- Budgeting and forecasting: Revenue, costs, and cash flow projections
- Advanced SaaS metrics: cohort analysis, MRR components, logo retention
- Quarterly reviews to track performance and adjust strategy
Best for growing SaaS companies aiming for sustainable expansion.
Level 3: SaaS Fractional CFO Partnership
Access ongoing CFO-level support:
- Continuous virtual CFO guidance for financial strategy and key decisions
- Advanced Excel analytics, dashboards, pivots, graphs, and tables to spot trends
- Advisory for funding, pricing, churn reduction, and profitability optimization
Perfect for SaaS businesses seeking long-term financial leadership.
Message me an you get a FREE SaaS template ready to use.
Visualization Tools:
Microsoft Excel
•
Qlik Sense
•
QlikView
•
Tableau
Industry:
Cyber security
•
Media & entertainment
•
Software
Target country:
Canada
•
United Kingdom
•
United States
My Portfolio
FAQ
How do you share the work?
You will receive all work in Excel sheets.
What information is needed to build a financial model?
We will discuss it in-depth during the first contact, data that you have available: - historical data ( revenue - high level or down to order level; costs - by category ) - assumptions based on business goals (increase, stabilize etc)
What industries or types of businesses do you specialize in?
Any type of SaaS: B2B, B2C. Any type of SaaS application: Accounting SaaS, CMS SaaS, CRM SaaS, ERP SaaS, Project Management SaaS Applications, Communication SaaS Applications, HR SaaS Applications, Billing SaaS Applications.
Do you use a generic financial template?
No. Every template is build based on customer the specific needs and and type of business.
What if I have questions I can't think of during our engagement call?
We will have at least one call before finalizing the work.
1 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
N 
nathanmaingi

United States
Julia is amazing! She knows her stuff and was a pleasure to work with. Will definitely hire her again.
$100-$200
Price
1 day
Duration
Helpful?
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
N 
nathanmaingi

United States
Julia is amazing! She knows her stuff and was a pleasure to work with. Will definitely hire her again.
$100-$200
Price
1 day
Duration
Helpful?

