I will do budgeting, forecasting and budget vs actual reporting in excel

Know where the money is going before the quarter ends.

I build budgets, rolling forecasts and budget vs actual reporting in Excel. This is my day job: I run the budget and forecast cycle for a fintech, and I hold the CFI FP&A Professional (FPAP) and BI Specialist certificates.

What I build

• Annual budget by month, split by department or cost centre
• Rolling forecasts that update as actuals come in
• Budget vs actual reporting with variance commentary
• Cash flow forecasts, including 13-week
• Scenarios: base, upside and downside

How every file is built

• Inputs, calculations and outputs kept separate
• Formula-driven, with no figures typed into the calculations
• Checks that flag when something does not tie
• A summary dashboard, and a short guide on how to update it

How it works

1. Send your actuals (or a description of the business) and what the budget is for.
2. I confirm the structure and assumptions before starting.
3. You get the .xlsx file and a revision round.

Please message me before ordering so I can confirm the right package.