Excel Financial Model
Budget: £250 – £750 GBP
I am a licenced accountant operating as a Fractional CFO for a small portfolio of early stage companies. I have a client for who I need to take their current Excel financial model to the next level.
The current workbook uses base transaction data to build a P&L, Balance Sheet, and Cashflow of actual activity to date. It has another set of known adjusting entries to create a forecast P&L, Balance Sheet, and Cashflow. A more generic data set lays over the top to create a scenario output. There are a large range of formulae and tables within the workbook which I would say are advanced for an average user, but not advanced for an Excel expert. The workbook currently does not include any macros, VBA, or Power BI, though I am sure it would benefit from all of these.
As said, this is an early stage business, so I'm not looking for an Investment Bank level workbook, but I am looking for someone that can take the core of what has already been built, make it more efficient, user friendly, and more accurate. I nice dashboard on the front would be a bonus.
I work with a number of similar sized companies and am open to having a conversation about future projects if this one works out well.
If you are interested, please let me know how you work, how you charge, and timeline. Please do also let me know what information you need from me in order to give a full proposal.
Thank you
Adam
The current workbook uses base transaction data to build a P&L, Balance Sheet, and Cashflow of actual activity to date. It has another set of known adjusting entries to create a forecast P&L, Balance Sheet, and Cashflow. A more generic data set lays over the top to create a scenario output. There are a large range of formulae and tables within the workbook which I would say are advanced for an average user, but not advanced for an Excel expert. The workbook currently does not include any macros, VBA, or Power BI, though I am sure it would benefit from all of these.
As said, this is an early stage business, so I'm not looking for an Investment Bank level workbook, but I am looking for someone that can take the core of what has already been built, make it more efficient, user friendly, and more accurate. I nice dashboard on the front would be a bonus.
I work with a number of similar sized companies and am open to having a conversation about future projects if this one works out well.
If you are interested, please let me know how you work, how you charge, and timeline. Please do also let me know what information you need from me in order to give a full proposal.
Thank you
Adam