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I will audit, troubleshoot and improve your financial model
About this Gig
Does your Excel financial model support reliable decisionsor just produce numbers?
I'm a finance professional with 15+ years of experience in financial modeling, consulting and consumer lending. I provide independent financial model reviews, checking both Excel formulas and business assumptions.
I can assess:
- Formula links, calculations and inconsistencies
- Forecasts, cash flow, working capital and CapEx
- Debt schedules, DSCR, valuation and investment returns
- Sensitivities, scenarios and reasonableness of outputs
WHAT YOU RECEIVE
BASIC: Up to 2 worksheets; diagnostic findings summary (no fixes).
STANDARD: Up to 4 worksheets; detailed findings report, up to 3 agreed fixes and a 3-slide summary.
PREMIUM: Up to 6 worksheets; up to 5 agreed fixes, 2 scenarios, visual improvements, a 5-slide summary and a 30-minute call.
Each package covers one entity and its selected financial forecast horizon. Scope also depends on workbook complexity. VBA/macros, external links, extensive rework or larger workbooks require a custom offer.
Message me before ordering if you're unsure which package fits.
My Portfolio
FAQ
Can you build a financial model from scratch?
This Gig focuses on reviewing and improving existing financial models. If you need a new model built from scratch, please contact me for a custom offer.
What do you need to start the review?
Your existing Excel workbook, a brief explanation of its purpose, the main outputs you want reviewed, and any known issues or concerns.
What if my model has more worksheets or complex formulas?
Package limits apply to both worksheet count and complexity. Large models, extensive calculations, macros or external integrations may require a custom quote. Please contact me before ordering.
What will I receive at the end of the review?
Basic includes a concise diagnostic findings summary. Standard and Premium include a detailed findings report, agreed Excel corrections, and an executive presentation. Premium also includes scenario testing and a consultation.
What does a revision include?
Revisions cover clarifications or corrections to the original agreed deliverables. New calculations, additional worksheets, new scenarios or expanded scope are not included.
What happens if you find no errors in my model?
You will still receive an independent assessment of the reviewed calculations, assumptions and limitations. The service does not guarantee that errors will be found or that every possible error can be detected.
Will my financial information remain confidential?
Yes. I treat client files as confidential and use them only to complete the agreed work. I do not publish client models or use them as portfolio examples without permission.
What is included in the Premium consultation?
A 30-minute online walkthrough of the main findings, corrections, scenario results and recommendations. Additional consulting time is available through a custom offer.
