Financial Model Peer Review
Budget: $30 – $250 USD
I have already built a detailed financial-forecasting model in Excel, but before I rely on it for upcoming planning sessions I want a second set of expert eyes on every piece of it. Your task is to dig into three areas:
• Assumptions and inputs – check that my drivers make sense, flag anything unrealistic and suggest better sources or ranges where needed.
• Formulas and calculations – trace the logic, catch any link errors or circular references, and confirm that outputs flow correctly through the statements, schedules and ratios.
• Overall structure and presentation – streamline layout, add clarity with labels or grouping, and leave the workbook easy for others to navigate.
Please add comments directly in-sheet, turn on Excel’s Track Changes (or use Google Sheets suggestions if that is easier), and deliver a short summary note highlighting critical issues and quick wins.
I will provide the model, notes on key scenarios and a brief of how the forecast feeds our decision-making process. Once the review is complete, we will have a quick call to run through your findings so I can implement or sign off your recommendations. Accuracy, clear communication and respect for confidentiality are essential.
• Assumptions and inputs – check that my drivers make sense, flag anything unrealistic and suggest better sources or ranges where needed.
• Formulas and calculations – trace the logic, catch any link errors or circular references, and confirm that outputs flow correctly through the statements, schedules and ratios.
• Overall structure and presentation – streamline layout, add clarity with labels or grouping, and leave the workbook easy for others to navigate.
Please add comments directly in-sheet, turn on Excel’s Track Changes (or use Google Sheets suggestions if that is easier), and deliver a short summary note highlighting critical issues and quick wins.
I will provide the model, notes on key scenarios and a brief of how the forecast feeds our decision-making process. Once the review is complete, we will have a quick call to run through your findings so I can implement or sign off your recommendations. Accuracy, clear communication and respect for confidentiality are essential.