Tech Financial Forecast and Valuation Modules
Budget: ₹37,500 – ₹75,000 INR
I’m putting together a complete suite of forecasting, budgeting, and valuation models for a technology company and I’d like these modules to be reliable enough to guide imminent investment decisions. The core assignment is to build (or refine) dynamic, driver-based financial statements that roll seamlessly into a valuation dashboard. Historical data is clean and available; what I need is the framework that turns those numbers into forward-looking insight.
Here’s what I expect to walk away with:
• A three-statement model (income, balance sheet, cash-flow) that links together flawlessly, lets me toggle key tech-sector assumptions, and produces multi-year projections.
• A budgeting layer that compares actuals vs. plan and flags variances automatically.
• Valuation outputs—DCF, multiples, and scenario-sensitive sensitivity tables—presented in a concise summary tab that I can drop straight into a pitch deck.
• Clear, commented formulas in Excel (or Google Sheets) so future edits are painless, plus a brief walkthrough video or PDF that explains the logic.
If you prefer Power Query, VBA, or even a lightweight Python script to automate data pulls, feel free to suggest it—efficiency matters as long as the final deliverable remains easy for non-technical stakeholders to use.
Acceptance criteria: numbers reconcile down to the last cent; sensitivities recalculate without error; and every assumption is both traceable and editable in one place. If that sounds straightforward, let’s get started—I’m keen to review an initial draft model before we lock the structure.
Here’s what I expect to walk away with:
• A three-statement model (income, balance sheet, cash-flow) that links together flawlessly, lets me toggle key tech-sector assumptions, and produces multi-year projections.
• A budgeting layer that compares actuals vs. plan and flags variances automatically.
• Valuation outputs—DCF, multiples, and scenario-sensitive sensitivity tables—presented in a concise summary tab that I can drop straight into a pitch deck.
• Clear, commented formulas in Excel (or Google Sheets) so future edits are painless, plus a brief walkthrough video or PDF that explains the logic.
If you prefer Power Query, VBA, or even a lightweight Python script to automate data pulls, feel free to suggest it—efficiency matters as long as the final deliverable remains easy for non-technical stakeholders to use.
Acceptance criteria: numbers reconcile down to the last cent; sensitivities recalculate without error; and every assumption is both traceable and editable in one place. If that sounds straightforward, let’s get started—I’m keen to review an initial draft model before we lock the structure.
Related categories:
Python
Excel
Finance
Business Analysis
Financial Analysis
Data Analysis
Google Sheets
Financial Modeling