I will build a financial model or forecast in excel
About this Gig
- I build clear, driver-based financial models and forecasts in Excel for planning, fundraising prep, or internal decisions.
I am an accounting and finance professional with 15+ years of experience at a Fortune 500 company. I hold an undergraduate degree in accounting and an MBA with a concentration in taxation, and I am certified in financial modeling (Deloitte) plus advanced Excel and Power Pivot.
What you get:
- An unlocked Excel workbook with live formulas (no locked black-box sheets)
- An assumptions tab you can change
- Projections built from your drivers (revenue, costs, headcount, etc.)
- Numbers checked before delivery, with a short handoff note
Package levels scale from a simple forecast to a linked three-statement model with scenarios.
What I do not do:
- No valuation opinions presented as formal appraisal
- No tax filing, tax advice, audit, or attestation
- No phone calls. Kickoff and delivery happen through Fiverr messages and files.
- No software logins outside the spreadsheet you provide
Send historicals (if you have them), your planning horizon, and what decision the model should support. I will confirm scope before heavy build work starts.
Visualization Tools:
Microsoft Excel
Industry:
Business services & consulting
•
Financial services
Target country:
Canada
•
United States
My Portfolio
Other Financial Planning & Analysis Services I Offer
FAQ
Is the model editable?
Yes. You receive an unlocked Excel file with live formulas and a clear assumptions tab.
Do you need my historical financials?
Helpful but not always required. For a startup with no history, we build from your planned drivers. For an existing business, 12 to 24 months of history improves quality.
Do you provide tax or investment advice?
No. This is a spreadsheet planning model only. It is not tax advice, not a formal valuation opinion, and not audit or attestation work.
Is there a call or consultation?
No calls. Any consultation happens through Fiverr messages, so you have everything in writing.
