Financial Modeling and Analysis

Daniel Anderson

Starting at

/hr

About this service

Summary

Deliver high-caliber three-statement financial models with a focus on accuracy and flexibility, built upon a foundation of having passed all three levels of the CFA exams and reinforced by data science expertise. My service is distinguished by the integration of rigorous financial training with Python programming skills, enabling the creation of dynamic, user-friendly models accompanied by interactive data visualizations and comprehensive scenario analysis.

What's included

3 Statement Financial Model Projection
Comprehensive Financial Model: Interlinked Income Statement, Balance Sheet, and Cash Flow Statement in Excel/Google Sheets. Assumptions sheet for scenario analysis with documented sources and justifications. Executive summary of financial projections including key metrics and health indicators. Data dashboards for visual trend analysis and performance tracking. Optional sensitivity analysis to assess impact of assumption changes. Supporting schedules for detailed financial components like debt and asset management. User guide for easy model navigation and updates.

Example projects