Need FP&A (Financial Planning and Analyst)
Budget: ₹400 – ₹750 INR
I run a fast-growing technology company and want to tighten the link between our strategy and the numbers. I already maintain a detailed, three-statement model, yet it now needs a sharper lens and a more automated workflow.
Here is what I need from you:
• Budgeting & Forecasting
– Validate the current assumptions in the existing model.
– Build rolling 12- and 24-month forecasts that flex easily with new data and scenarios.
• Financial Reporting & Analysis
– Turn raw actuals into concise monthly and quarterly management packs (P&L, balance sheet, cash flow).
– Surface variance drivers with clear commentary ready for board review.
• Dashboards & KPI Creation
– Translate the key outputs into interactive dashboards (Power BI, Tableau or Looker Studio—whichever you master).
– Highlight the metrics that matter to a SaaS/technology operation: ARR, NRR, CAC, LTV, cash burn and runway.
Acceptance criteria
1. Updated, self-contained model delivered in Excel or Google Sheets with version control.
2. Automated data refresh for actuals (CSV/SQL connector acceptable).
3. Board-ready PDF report pack produced from the model in one click.
4. Cloud-hosted dashboard live with user access and snapshot export enabled.
If you thrive on turning complex numbers into clear stories and have done this for tech businesses before, let’s start.
Here is what I need from you:
• Budgeting & Forecasting
– Validate the current assumptions in the existing model.
– Build rolling 12- and 24-month forecasts that flex easily with new data and scenarios.
• Financial Reporting & Analysis
– Turn raw actuals into concise monthly and quarterly management packs (P&L, balance sheet, cash flow).
– Surface variance drivers with clear commentary ready for board review.
• Dashboards & KPI Creation
– Translate the key outputs into interactive dashboards (Power BI, Tableau or Looker Studio—whichever you master).
– Highlight the metrics that matter to a SaaS/technology operation: ARR, NRR, CAC, LTV, cash burn and runway.
Acceptance criteria
1. Updated, self-contained model delivered in Excel or Google Sheets with version control.
2. Automated data refresh for actuals (CSV/SQL connector acceptable).
3. Board-ready PDF report pack produced from the model in one click.
4. Cloud-hosted dashboard live with user access and snapshot export enabled.
If you thrive on turning complex numbers into clear stories and have done this for tech businesses before, let’s start.