Financial Modeling Services

Build accurate, fast Excel financial models for forecasting, budgeting, and analysis. Fix slow models, add new features, or build from scratch. 20+ of experience. 500+ financial modeling projects. MBA in Accounting. Fixed pricing. Free consultation.

The Problem

  • Financial models that take minutes to recalculate
  • Broken formulas and version control nightmares across the team
  • Models that cannot support scenario analysis leadership needs
  • Audit requests that expose structural weaknesses in the spreadsheet

The Solution

I build and audit Excel financial models for forecasting, budgeting, and analysis: structured, documented, and stakeholder-ready.

Fixed-price engagement after a review of your current model and requirements.

  • Three-statement models and scenario planning
  • Model audit and error correction
  • Performance optimization for large workbooks

Business Benefits

Decision-Ready Models

Clear structure leadership can trust for planning and board reviews.

Faster Recalculation

Optimized formulas and architecture reduce wait time on large models.

Audit-Ready Documentation

Formula transparency and assumption tracking built in.

Scenario Flexibility

Sensitivity and scenario analysis without rebuilding from scratch.

Fixed-Price Delivery

Scoped quote after model review.

Knowledge Transfer

Walkthrough and documentation for your finance team.

What I Build

3-Statement Financial Models

Integrated income statement, balance sheet, and cash flow statement. Automatically linked and balanced. Perfect for forecasting and scenario analysis.

Budget & Forecast Models

Annual budgets, quarterly forecasts, and rolling forecasts. Compare actuals to budget, track variances, and update forecasts easily.

Cash Flow Models

Detailed cash flow forecasting. Track operating, investing, and financing activities. Identify cash shortfalls before they happen.

Valuation Models

DCF models, comparable company analysis, and other valuation methodologies. Built for accuracy and ease of use.

Scenario Analysis Models

What-if analysis with multiple scenarios. Compare best case, base case, and worst case outcomes. Sensitivity analysis built in.

Performance Dashboards

Visual dashboards showing key financial metrics, KPIs, and trends. Automatically update when data changes. Executive-ready presentations.

Model Optimization

Speed up slow models. Optimize formulas, remove circular references, restructure for performance. Turn 5-minute calculations into seconds.

Model Repair & Fixes

Fix broken formulas, correct calculation errors, resolve circular references, and restore corrupted models. Get your model working again.

Custom Business Models

Industry-specific models: SaaS metrics, manufacturing costs, retail inventory, service businesses. Built for your specific business model.

Automated Reporting

Models that automatically generate reports, charts, and summaries. Update reports with one click. No manual formatting needed.

How It Works

1

Model Review Call

We walk through your current workbook: recalc time, scenario needs, and audit requirements.

2

Fixed-Price Scope

Quote for build, audit, or optimization. Deliverables list every sheet, scenario, and output report.

3

Build or Audit

Structured tabs, consistent formulas, assumption tracking, and performance tuning for large models.

4

Stakeholder Walkthrough

Finance team training on scenarios, inputs, and how to extend the model without breaking it.

5

Support (optional)

Quarterly reviews or updates when your chart of accounts or reporting format changes.

Timeline Expectations:

  • Simple models: 2-3 weeks
  • Medium complexity: 4-6 weeks
  • Complex models: 6-10 weeks

What You Provide: Historical financial data, business assumptions, growth projections, access to accounting systems (if needed)

What You Get: Working financial model, documentation, training, 100% ownership

Need a financial model that keeps up?

Book a consultation for model build, audit, or optimization.

Pricing

Fixed pricing. No hourly billing. No surprises. You know the cost before we start.

Simple Projects

$1,500-$3,000

Basic models, single business unit, 2-3 weeks

  • Single business unit model
  • Basic forecasting
  • Standard reports
  • Documentation included

Advanced Projects

$3,000-$8,000

Multi-department models, scenario analysis, 4-6 weeks

  • Multi-department models
  • Scenario analysis
  • Advanced dashboards
  • Performance optimization
  • Full documentation

Enterprise Projects

$8,000+

Multi-entity models, complex integrations, 6-10 weeks

  • Multi-entity and scenario models
  • System integration
  • Custom business logic
  • Team walkthrough and written guides
  • Extended support

Common Questions

Ready to Build or Fix Your Financial Model?

Stop struggling with slow or broken financial models. Get a free consultation and see how I can help.