Build a Scalable 12-Month Budgeting Tool in Microsoft Excel for a Specialty Concrete Contractor
Budget: $1,500 – $3,000 USD
We are a growing specialty concrete contractor seeking an experienced Excel developer, financial modeler, or budgeting consultant to build a robust, scalable 12-month budgeting tool in Microsoft Excel.
Our company operates on a fiscal year of January 1 through December 31 and expects approximately 20% year-over-year growth over the next 3–5 years. We need a budgeting tool that is not only useful for immediate annual planning, but also flexible enough to scale with the business as we continue to grow.
The ideal solution will provide both high-level executive visibility and detailed month-by-month budgeting functionality, while remaining easy to update and maintain year after year.
Project Scope
The Excel workbook should include the following components:
1. Executive Overview / Cover Sheet
A high-level summary tab or dashboard that clearly presents key budget metrics and financial insights, such as:
Revenue
Gross profit
Overhead
Net income
Labor burden / payroll summary
Other key financial performance indicators
This tab should be clean, professional, and easy for leadership to review quickly.
2. Assumptions Tab
A centralized assumptions page that can be easily updated:
Year to year
For hypothetical / scenario modeling
For growth planning
For changes in wage rates, benefits, bonuses, burden assumptions, and other key drivers
This tab should drive downstream calculations wherever practical.
3. Historical Tab
A historical reference tab that allows us to input prior-year financial data and calculate:
3-year averages
Historical trends
Baseline comparisons for budgeting assumptions
4. Monthly Detail Tabs
A detailed budgeting structure broken out month by month for all 12 months of the fiscal year.
Our financial information is currently organized into approximately 55 budget buckets / categories, and the model should allow for detailed monthly budgeting and forecasting across those categories.
5. Wages / Benefits / Bonuses Tab
A dedicated tab for:
Wages
Payroll burden
Benefits
Bonuses / incentives
This tab should be structured so the data can flow easily into the monthly budget sheets and the high-level summary pages.
System / Integration Preference
Our current ERP is Spectrum Viewpoint, so it is strongly preferred that this budgeting tool work well alongside that system and be easy to maintain using data exported from it.
What We Are Looking For
The final workbook should be:
Built in Microsoft Excel
Clean, organized, and easy to maintain internally
Scalable for future growth
Structured for annual updates without having to rebuild the model each year
Flexible enough for scenario planning / what-if modeling
Useful for both leadership review and detailed operational budgeting
Designed with clear formulas, logical flow, and minimal unnecessary complexity
Preferred Experience
We are looking for a freelancer or firm with experience in:
Advanced Microsoft Excel modeling
Budgeting and forecasting tools
Financial dashboard creation
Construction, contracting, or job-costing environments
Building user-friendly models that non-technical teams can maintain
Experience with Spectrum Viewpoint, construction accounting systems, or ERP-to-Excel budgeting workflows is strongly preferred.
Deliverables
We expect:
A completed Excel budgeting workbook
Clear tab structure and formula logic
Clean formatting and usability
Brief instructions or notes explaining how the model is intended to be updated each year
Proposal Requirements
Please include the following in your bid:
Examples of similar Excel budgeting, forecasting, or financial modeling tools you have built
Any experience working with contractors, construction companies, or project-based businesses
Your recommended approach for structuring this model
Your estimated fee or pricing structure
In addition, please structure your bid with several clear milestones, including:
The deliverables expected at each milestone
The proposed payment amount or payment timing for each milestone
A clear explanation of what successful completion looks like at each stage
We want to be able to clearly evaluate scope, progress, and deliverables throughout the project.
We are looking for a high-quality solution that can become a long-term budgeting tool for our company.
Our company operates on a fiscal year of January 1 through December 31 and expects approximately 20% year-over-year growth over the next 3–5 years. We need a budgeting tool that is not only useful for immediate annual planning, but also flexible enough to scale with the business as we continue to grow.
The ideal solution will provide both high-level executive visibility and detailed month-by-month budgeting functionality, while remaining easy to update and maintain year after year.
Project Scope
The Excel workbook should include the following components:
1. Executive Overview / Cover Sheet
A high-level summary tab or dashboard that clearly presents key budget metrics and financial insights, such as:
Revenue
Gross profit
Overhead
Net income
Labor burden / payroll summary
Other key financial performance indicators
This tab should be clean, professional, and easy for leadership to review quickly.
2. Assumptions Tab
A centralized assumptions page that can be easily updated:
Year to year
For hypothetical / scenario modeling
For growth planning
For changes in wage rates, benefits, bonuses, burden assumptions, and other key drivers
This tab should drive downstream calculations wherever practical.
3. Historical Tab
A historical reference tab that allows us to input prior-year financial data and calculate:
3-year averages
Historical trends
Baseline comparisons for budgeting assumptions
4. Monthly Detail Tabs
A detailed budgeting structure broken out month by month for all 12 months of the fiscal year.
Our financial information is currently organized into approximately 55 budget buckets / categories, and the model should allow for detailed monthly budgeting and forecasting across those categories.
5. Wages / Benefits / Bonuses Tab
A dedicated tab for:
Wages
Payroll burden
Benefits
Bonuses / incentives
This tab should be structured so the data can flow easily into the monthly budget sheets and the high-level summary pages.
System / Integration Preference
Our current ERP is Spectrum Viewpoint, so it is strongly preferred that this budgeting tool work well alongside that system and be easy to maintain using data exported from it.
What We Are Looking For
The final workbook should be:
Built in Microsoft Excel
Clean, organized, and easy to maintain internally
Scalable for future growth
Structured for annual updates without having to rebuild the model each year
Flexible enough for scenario planning / what-if modeling
Useful for both leadership review and detailed operational budgeting
Designed with clear formulas, logical flow, and minimal unnecessary complexity
Preferred Experience
We are looking for a freelancer or firm with experience in:
Advanced Microsoft Excel modeling
Budgeting and forecasting tools
Financial dashboard creation
Construction, contracting, or job-costing environments
Building user-friendly models that non-technical teams can maintain
Experience with Spectrum Viewpoint, construction accounting systems, or ERP-to-Excel budgeting workflows is strongly preferred.
Deliverables
We expect:
A completed Excel budgeting workbook
Clear tab structure and formula logic
Clean formatting and usability
Brief instructions or notes explaining how the model is intended to be updated each year
Proposal Requirements
Please include the following in your bid:
Examples of similar Excel budgeting, forecasting, or financial modeling tools you have built
Any experience working with contractors, construction companies, or project-based businesses
Your recommended approach for structuring this model
Your estimated fee or pricing structure
In addition, please structure your bid with several clear milestones, including:
The deliverables expected at each milestone
The proposed payment amount or payment timing for each milestone
A clear explanation of what successful completion looks like at each stage
We want to be able to clearly evaluate scope, progress, and deliverables throughout the project.
We are looking for a high-quality solution that can become a long-term budgeting tool for our company.