Financial Modeling and Forecasting
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About this service
Summary
I deliver accurate and dynamic financial models tailored to your business, including cash flow analysis, P&L statements, and forecasting tools. Leveraging my expertise in Excel, Power BI, and SQL, I provide clear insights that support strategic decision-making. My combination of technical skills and a data-driven approach ensures precision and usability in every project.
Process
Initial Meeting: Gather details about the financial data and objectives (e.g., P&L, forecasts).
Data Collection: Gather or clean historical data and other inputs needed for modeling.
Model Development: Create a dynamic and user-friendly financial model in Excel or Power BI.
Scenario Analysis: Incorporate sensitivity analysis for different business scenarios.
Feedback: Share the draft with the client for validation and suggestions.
Final Adjustments: Refine the model based on feedback and ensure clarity in formulas and outputs.
Delivery: Deliver the model with a guide explaining its functionality and assumptions.
What's included
Customized financial models
Robust spreadsheets for P&L, cash flow, and balance sheets.
Visualized scenarios with Power BI dashboards
Interactive dashboards to analyze best- and worst-case outcomes.
Sensitivity analysis
Risk assessments with adjustable variables for informed decisions.
Editable financial summaries
Ready-to-use summaries formatted for clarity and ease.
Skills and tools
Data Modelling Analyst
Business Consultant
Trend Forecaster
Microsoft Excel
Microsoft Power BI
SQL
Industries
Finance
Business Intelligence
Accounting
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