M&A Financial Modeling Analyst
Budget: $15 – $25 USD
We are looking for someone to take company historical financials (P&L, BS, CF, ETC.) and build a model showing historical and forecasted results.
Formatting
It’s important to clearly distinguish between inputs (assumptions) in a financial model, and output (calculations). This is typically achieved through formatting conventions, such as making inputs blue and formulas black. You can also use other conventions like shading cells or using borders.
Model layout and design:
It’s critical to structure a financial model in a logical and easy-to-follow design. This typically means building the whole model on one worksheet and using grouping to create different sections. This way it’s easy to expand or contract the model and move around it easily.
The main sections to include in a financial model (from top to bottom) are:
1. Assumptions and drivers
2. Income statement
3. Balance sheet
4. Cash flow statement
5. Supporting schedules
6. Valuation
7. Sensitivity analysis
8. Charts and graphs
Historical results and assumptions
Formatting
It’s important to clearly distinguish between inputs (assumptions) in a financial model, and output (calculations). This is typically achieved through formatting conventions, such as making inputs blue and formulas black. You can also use other conventions like shading cells or using borders.
Model layout and design:
It’s critical to structure a financial model in a logical and easy-to-follow design. This typically means building the whole model on one worksheet and using grouping to create different sections. This way it’s easy to expand or contract the model and move around it easily.
The main sections to include in a financial model (from top to bottom) are:
1. Assumptions and drivers
2. Income statement
3. Balance sheet
4. Cash flow statement
5. Supporting schedules
6. Valuation
7. Sensitivity analysis
8. Charts and graphs
Historical results and assumptions