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Services · Financial Modeling

Financial Modeling Freelancer for Businesses That Run on Excel

Three-statement models, budgets and scenario forecasts that leadership can change assumptions on with confidence..

  • modeling
  • forecasting
  • budget
  • fp&a
10+ years in ExcelNamed senior ownerNDA signedFixed price, in writing30-day support

Most Excel models fail on the same day the leadership team tries to use them. Someone changes an assumption in cell C7 and the answer in cell Z200 does not change. Or the formula breaks and nobody on the team can find where the assumption was actually hard-coded. Or the model balances in the base case and breaks in every other case.

I build financial models where the assumptions live on one sheet, the formulas live on another, and the output sheets read top-down without anyone opening the formulas tab. The model passes a balance-sheet break check on every refresh. Sensitivity tables show which assumptions the answer actually depends on.

Built for finance teams, FP&A leads and founders who need to answer valuation, budget or scenario questions in writing - and hand the model over to their team after.

What I do

How a financial modeling engagement runs.

Three-statement models

Income statement, balance sheet and cash flow tied together, with the drivers on a single assumptions sheet you can change in one place.

Budgets and re-forecasts

Annual budgets, quarterly re-forecasts, monthly actuals vs budget variance with drill-through to the GL line.

Scenario and sensitivity analysis

Scenario Manager, Data Tables and tornado charts so leadership can see which assumptions the answer actually depends on.

Audit-friendly formulas

Named formulas, documented sources, a checks tab that fails loudly on a balance-sheet break or a circular reference.

Related

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Power Query / Power BI

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Google Sheets Automation

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Excel Error Fixing

Excel error fixing - broken VLOOKUP, #REF, #VALUE and slow files. Free tools first, then a fixed-quote Quick fix from $75 / ₹6K.

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Deliverables

What you receive at handover.

Drivers, formulas, outputs and checks - separated onto their own sheets so the next reviewer can audit the model without reading every cell.

  • Full model with Income Statement, Balance Sheet, Cash Flow
  • Single-page assumptions sheet - change once, flow everywhere
  • Scenario Manager setup with base / upside / downside cases
  • Sensitivity tables and tornado charts
  • Named formulas and named ranges throughout
  • Checks tab - explicit pass/fail criteria the next reviewer runs
  • Written specification, recorded walkthrough, 30-day support

Tools

What I work in.

Excel 365. LET and LAMBDA for readable formulas. Scenario Manager and Data Tables for sensitivity. Goal Seek and Solver for the inverse problems.

  • Excel 365 - LET, LAMBDA, dynamic arrays
  • Scenario Manager and Data Tables
  • Goal Seek and Solver
  • Power Query for source data
  • Sensitivity and tornado charts
  • Named ranges and defined names

Common next step

Pair this with Excel Dashboard Design when the model needs to feed an executive KPI view.

Process

Three stages, fixed scope.

  1. Step 01

    Scope

    A short call to agree what the model needs to answer - valuation, budget, scenario, fundraising, board pack - and which decisions it needs to support.

  2. Step 02

    Architect & build

    Drivers on the assumptions sheet. Formulas on the calculation sheets. Outputs on the report sheets. Build runs in short loops against your real numbers.

  3. Step 03

    Hand over

    Recorded walkthrough, written spec, checks tab. Your finance team can run, audit and extend the model without me.

Frequently asked

Before you hire a financial modeling freelancer.

What standard do you build financial models to?

FAST-standard (Functional, Appropriate, Structured, Typical). Every formula is named, every assumption is documented, every scenario is reproducible. The model reads top-down without anyone opening the formulas tab.

Can my team maintain the model after handover?

Yes. The handover includes a written spec, a recorded walkthrough, named ranges, an assumptions sheet and a checks tab. Most teams can run and extend the model within a day of the handover call.

Get a Free Quote

Send the brief. Get a fixed price for the model.

Reply within one working day. NDA before any file is exchanged.

Replies within one working day, usually the same day

Calls scheduled in your timezone (UK, EU, US, UAE, APAC) · How a project works

Built for teams in

Industries and cities this work is set up for

Service standards

Six rules on every Excel service engagement.

Engagement rules, not marketing copy. The same six on every dashboard build, audit, macro, model and clean-up we ship.