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+ years of experience. MBA in Accounting. Fixed pricing. Free consultation.
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.
Real Examples
Enterprise-level solutions delivering measurable results
Finance Team - Budget Model
Budget builds in 30 minutes. Multiple scenarios can be compared instantly.
CFO - Slow Forecast Model
Calculations now run in 5 seconds. 60x faster. What-if analysis is instant.
Startup - Cash Flow Model
Can forecast cash flow 12 months ahead. Identifies shortfalls before they happen.
How It Works
Free Consultation (15-30 minutes)
We discuss your financial modeling needs, review existing models (if any), and I provide an initial assessment. No obligation.
Fixed-Price Quote (within 24 hours)
I provide a detailed quote with timeline, deliverables, and fixed price. You know exactly what you're getting and the cost.
Build & Test (in sandbox)
I build the model in a test environment. You can review calculations, test scenarios, and provide feedback before final delivery.
Training & Delivery
I provide documentation and training on how to use and update the model. You own 100% of the model. No recurring fees.
Ongoing Support (optional)
Need model updates, new features, or fixes? I'm available for support. We can set up a maintenance plan or handle requests as needed.
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
Pricing
Fixed pricing. No hourly billing. No surprises. You know the cost before we start.
Simple Projects
Basic models, single business unit, 2-3 weeks
- ✓ Single business unit model
- ✓ Basic forecasting
- ✓ Standard reports
- ✓ Documentation included
Advanced Projects
Multi-department models, scenario analysis, 4-6 weeks
- ✓ Multi-department models
- ✓ Scenario analysis
- ✓ Advanced dashboards
- ✓ Performance optimization
- ✓ Full documentation
Enterprise Projects
Enterprise-level models, complex integrations, 6-10 weeks
- ✓ Enterprise-level models
- ✓ System integration
- ✓ Custom business logic
- ✓ Comprehensive training
- ✓ Extended support
All projects include: Documentation, training, 100% model ownership, no recurring fees
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.