Financial Model & Valuation Analysis

pro

Violeta C

(0)

Starting at

/hr

About this service

Summary

Violeta offers customized financial modeling and strategic planning services designed to help businesses achieve financial clarity, optimize resources, and plan for sustainable growth. Combining technical expertise with strategic insight, she delivers dynamic models and actionable recommendations tailored to each client’s unique goals. Violeta’s ability to transform complex data into clear, decision-ready insights makes her a trusted partner for business success.

Process

Initial Consultation: We’ll start with a discovery session to discuss your business goals, challenges, and the purpose of the financial model or plan (e.g., growth forecasting, budgeting, or decision-making).

Data Collection: I’ll work with you to gather relevant financial and operational data, historical metrics, and market benchmarks to serve as inputs for the model.

Model Design: I’ll develop a tailored financial model that includes key elements such as your revenue projections, expense breakdowns, cash flow analysis, and profitability forecasting.

Scenario Analysis & Insights: I’ll conduct sensitivity analysis and evaluate potential risks by testing various scenarios (e.g., changes in pricing, market conditions, or operational costs). You’ll receive actionable insights based on the findings.

Review & Feedback: I’ll present the model and findings to you, walking through its assumptions, structure, and outputs. We’ll collaborate to address your feedback and refine the model as needed.

Final Delivery: You’ll receive the polished financial model, accompanied by a summary of insights and detailed documentation explaining its functionality. I’ll ensure you feel confident in using and updating the model independently.

FAQs

What kind of financial model will you create for my business?
I will create a custom financial model tailored to your specific needs, which may include revenue forecasts, expense breakdowns, cash flow projections, profitability analyses, and scenario testing. The model will be dynamic, easy to use, and adaptable for future updates.
What information do you need from me to get started?
I’ll need key data such as historical financials (if available), details about your revenue streams and expenses, market benchmarks, and any specific assumptions or goals you’d like the model to incorporate. If you’re unsure about what to provide, I’ll guide you through the process.
How long does it take to complete the financial model?
The timeline depends on the complexity of the model and the availability of your data. Typically, it takes 5–10 business days from the initial consultation to final delivery. If you need it sooner, we can discuss expedited options.
Can you help me understand and use the financial model once it’s delivered?
Absolutely! I’ll walk you through the model, explaining its structure, key assumptions, and outputs. You’ll also receive detailed documentation so you can confidently use and update the model in the future.
Can I request revisions after the model is completed?
Yes, revisions are included in the process to ensure the model meets your expectations. We’ll work together during the review phase to make necessary adjustments.
Do you offer ongoing support or updates for the model?
Yes, I offer follow-up support for updates or refinements as your business needs evolve. This can be discussed as an additional service depending on the scope of the updates.
What industries or businesses do you specialize in?
My experience spans multiple industries, including startups, corporate finance, and consulting for Fortune 500 companies. Whether you’re a growing business or an established company, I can adapt the financial model to fit your unique requirements.
Can you create financial models for fundraising purposes?
Yes, I can build investor-ready financial models that highlight key metrics, forecasts, and growth opportunities to support your fundraising efforts.
Will my financial data remain confidential?
Absolutely. I take confidentiality seriously and ensure that all data you share is handled securely and used solely for the purpose of creating your financial model.

What's included

Customized Financial Model
A dynamic Excel or Google Sheets model tailored to the client’s specific business, including: - Revenue projections - Expense breakdowns - Profit and loss (P&L) analysis - Cash flow forecasting - Balance sheet overview (if required)
Scenario Analysis
- Sensitivity testing to evaluate how changes in key variables (e.g., pricing, costs, or sales volume) impact profitability and cash flow. - Clear insights into potential risks and opportunities based on different scenarios.
Strategic Financial Insights Report
A summary of findings from the financial model, including recommendations for: - Optimizing costs and resource allocation - Identifying growth opportunities or areas for improvement - Strategic investment or budgeting decisions
Visual Dashboards (Optional, if needed)
Graphical representation of financial trends, KPIs, and critical metrics to help stakeholders easily interpret key insights.
Clear Documentation
A detailed guide explaining the assumptions, structure, and functionality of the financial model, ensuring the client can use and update it independently.
Consultation Session(s)
One or more review calls to explain the model, answer questions, and adjust based on client feedback.

Skills and tools

Financial Advisor

Marketing Strategist

Business Strategist