I will review, audit and fix your financial model

United States

I speak English

Financial models and operating budgets, built in the US by a CFO advisor

US-based strategic finance and CFO advisor, 10+ years. Top-10 US accounting firm (IPO and S-1 work), now a partner at a boutique CFO advisory practice serving founder-led and PE/VC-backed companies fr...
About this Gig

Bought or built a model that does not quite work? This is a second set of eyes from a US finance professional before an investor, lender or board sees it.

What I check: whether the balance sheet balances and cash ties to the cash flow statement, formula errors and broken links, hard-coded numbers buried in formulas, circular references, assumptions that will not hold up (growth with no driver behind it, margins with no cost basis, no working capital), and whether the summary answers the questions diligence will ask.

Basic gets you a written findings memo in plain English, ranked by what matters. Standard means I fix the issues and send back a working model with a change log. Premium is for models that need the assumptions tab or revenue logic rebuilt, plus a walkthrough call so you can defend the numbers yourself.

About me: 10+ years in strategic finance and CFO advisory for founder-led and PE/VC-backed companies, prior IPO and S-1 work at a top-10 US accounting firm. US-based, Eastern time.

Send the file with your order, or message me first and I will tell you which package it needs.

Visualization Tools:

Microsoft Excel

Other

Type of model:

Discounted cash flow

Sensitivity analysis

Industry:

E-Commerce

Software

Other

Target country:

United States

Worldwide