Build Simple FY2025–2026 Business Forecast for Bank Loan Application

I need a finance professional to prepare a simple business forecast for FY2025–2026 (Apr 2025 – Mar 2026) to support a bank loan application. This is not for investors — just a clear, bank-ready forecast.

Scope:
Profit & Loss Forecast (Apr 2025 – Mar 2026)
Cash Flow Forecast (monthly or quarterly)
Balance Sheet Snapshot (opening vs closing)
Assumptions Page (bullet points on how numbers were estimated)

Deliverables:
Excel (editable)
PDF (clean, formatted)

Consultation in a 15-minute call before finalising the work to:

Confirm the best structure for the bank
Ask questions about your approach/experience
Ensure competence before proceeding

Requirements:
Experience preparing forecasts for banks/loan applications
Clear, professional presentation (not over-complicated)

Budget: NZD $200–400
Deadline: 5–7 days

I will provide:

Revenue/expense estimates
Loan details
Opening balances (cash, assets, liabilities)