I will build excel financial model, forecasts,budget, business plan
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About this Gig
Welcome! In need of a finance wizard to perfect your business plan, transform data into solid projections, or develop valuations for investors? Look no further! With a decade of finance and accounting experience, I'm here to work magic for you! Your task is in great hands!
Experience comprehensive financial models tailored to your venture. Well-structured and dynamic, they capture current and projected performance. Suitable for debt and equity funding, personal, and business use.
You can expect:
- 3-year Projections
- Income Statement/Cash Flow/Balance Sheet
- Financial Summary
- Financial Metrics & Ratios
- Flexible Assumptions
- Value-add graphs
- Excel and PDF Report
- Logo use and customization
Reach out with questions or to clarify your needs. Let's draft a tailored model to meet them! Get ready to excel in your financial endeavors!
Visualization tools:
Microsoft Excel
Service type:
Forecasting
Industry:
Retail & wholesale
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Wellness
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Other
Target country:
Canada
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United Kingdom
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United States
Other Financial Planning & Analysis Services I Offer
FAQ
What is the minimum information needed to build a model?
Most orders require the following information: Revenue Streams- Ways you plan to make money Pricing Structure- What do you charge for your products/services Launch costs- These are the one-time cost you expect to incur to start your venture On-going costs General business overview
What if I do not know my exact costs?
It is OK. We can work through this. I am able to use market and industry data to help determine cost.
How do you build projections?
This is specific to clients and their needs, but a few common approaches are: Top-Down Forecasting Bottoms-Up Forecasting Run Rates Trends in data
What does "Dynamic Model" mean?
Having a dynamic model means that you have flexible assumptions or inputs. You are able to change certain inputs and the financials will recalculate automatically. This gives you the flexibility to run scenarios or generate new sets of financials.
Do you use a generic financial template?
I do not use templates. While my flow and style are pretty consistent from model to model, every model is built up to the client's needs. This offers the most robust and agile model possible. It is a lot easier to build to suit, than forcing data into a generic model. All industries are different.
What if I have a specific model or format I want to use?
This may be possible. Please message me to determine the best path forward.
Can you fix a model I already had done?
Depending on the model, this may be possible. Please message me to discuss the best path forward; however, my preference is to not work on top of someone else's work, unless it is your own.
Do you work with non-profits?
Yes! I love non-profits as well. Please message me to discuss a direct quote, or check out my other gigs.
307 reviews for this Gig
| (303) | ||
| (3) | ||
| (1) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
B brett_t_m
Repeat Client

United States
I have used her services the past couple of years and have always been very satisfied with the delivery.
$100-$200
Price
8 days
Duration
Helpful?T toprakkaradavut

Netherlands
Great job, good system, we are satisfied
$400-$600
Price
2 weeks
Duration
Helpful?C christianfar179
Repeat Client

United States
great work!!!
$200-$400
Price
13 days
Duration
Helpful?W whynotusseattle
Repeat Client

United States
always comes through in tight windows.. thx!
$200-$400
Price
2 weeks
Duration
Helpful?K kmiller116212

United States
This was one of the most intuitive and efficient models i've had the pleasure of working in to help us determine how we want to navigate our business and capital raise. Thank you!
$600-$800
Price
13 days
Duration
Helpful?
307 reviews for this Gig
| (303) | ||
| (3) | ||
| (1) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
B brett_t_m
Repeat Client

United States
I have used her services the past couple of years and have always been very satisfied with the delivery.
$100-$200
Price
8 days
Duration
Helpful?T toprakkaradavut

Netherlands
Great job, good system, we are satisfied
$400-$600
Price
2 weeks
Duration
Helpful?C christianfar179
Repeat Client

United States
great work!!!
$200-$400
Price
13 days
Duration
Helpful?W whynotusseattle
Repeat Client

United States
always comes through in tight windows.. thx!
$200-$400
Price
2 weeks
Duration
Helpful?K kmiller116212

United States
This was one of the most intuitive and efficient models i've had the pleasure of working in to help us determine how we want to navigate our business and capital raise. Thank you!
$600-$800
Price
13 days
Duration
Helpful?

