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I will build a 3 statement financial model and forecast
Fractional CFO, FPA Specialist, Fathom, QuickBooks and Xero Certified
I'm a Fractional CFO and FP&A specialist helping business owners turn raw numbers into strategic decisions — financial modelling, budgeting & forecasting, cashflow forecasting, and management reportin...
Level 2
Hat hohe Leistungskriterien erfüllt und verfügt über eine nachgewiesene Erfolgsbilanz bei der Erfüllung von Kundenerwartungen.
Über diesen Service
Need a financial model that holds up to a lender, an investor, or your own decision-making? I build fully linked 3-statement financial models (P&L, Balance Sheet, Cash Flow) in Excel, from essential planning models to full valuation and scenario-planning packages.
What I deliver:
- A dynamically linked 3-statement model built on your actual numbers, not a generic template
- DCF valuation, sensitivity analysis, and a KPI dashboard (Standard & Premium)
- Scenario analysis and a presentation deck for lenders, investors, or your board (Premium)
- Clear methodology and a full written analysis, so you understand how the numbers were built
I'm a Certified Business Accountant (CBA), Financial Planning & Analysis Professional (FPAP), and Certified Fathom Advisor, with 10+ years in financial modelling, statement analysis, and forecasting across construction, food & beverage, and retail businesses.
Every model is built to be genuinely usable, not just polished - whether you're applying for a bank loan, bringing on an investor, or planning your next stage of growth.
Not sure which package fits? Message me before ordering and I'll help you scope it.
Visualisierungstools:
Microsoft Excel
•
Andere
Branche:
Bauindustrie
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Essen & Getränke
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Einzel- & Großhandel
Zielland:
Kanada
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Großbritannien
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USA
Mein Portfolio
Meine weiteren Dienstleistungen im Bereich Finanzplanung & -analyse
FAQ
Which package do I need — Basic, Standard, or Premium?
Basic: 3-statement model for internal planning or a bank loan. Standard: adds valuation, sensitivity analysis & KPI dashboard for growth decisions. Premium: adds scenario analysis & a presentation deck for lenders, investors, or your board. Not sure? Message me your situation.
What information do you need from me to get started?
At minimum, your historical financials (even a rough export from QuickBooks, Xero, or Excel works) and a sense of your growth assumptions or the decision you're modeling for. If you don't have clean historicals yet, let me know before ordering - I can still help, but it may affect timeline.
Can you build a model specific to my industry?
Yes. I've built models for construction, food & beverage, and retail, and the 3-statement structure adapts to most industries. If you have unusual revenue drivers (e.g., project billing, multi-location), mention it upfront so I can scope correctly.
Will I be able to edit the model myself after delivery?
Yes - every model is delivered fully unlocked in Excel with visible formulas, not a locked template. You'll be able to update assumptions and roll it forward yourself, and the methodology notes (Standard & Premium) explain how each section works.
Do you sign an NDA?
Yes, happy to sign an NDA before you share any financial details - just message me and I'll send one over.
What if I need changes after delivery?
Each package includes revisions within the original scope. If your needs change significantly after delivery (e.g., new assumptions, additional years of data), I'm happy to quote that as a small add-on rather than starting over.
