Financial Analysis for Startups and Growing BusinessesGabriel Roldan
Gabriel helps businesses make smart, data-driven choices with financial models, KPI analysis, and market insights tailored to their goals. With a background in real estate and startup growth, he brings more than just numbers—his approach combines finance know-how with real-world business strategy, giving clients clear, actionable insights for real growth.
What's included
Financial Modeling and Forecasting
Build financial models for budgeting, forecasting, and valuation to help clients assess profitability, cash flow, and investment potential.
Financial Statements Analysis
Prepare and analyze income statements, balance sheets, and cash flow statements to uncover trends and make actionable recommendations.
Break-Even, Sensitivity, and Scenario Analysis
Create break-even analyses to identify profitability points, conduct sensitivity analyses to assess how variables impact financial outcomes and perform scenario analyses to highlight successful pathways.
Investment and Valuation Analysis
Perform DCF, NPV, and IRR analyses to assist clients in evaluating investment opportunities and make data-driven decisions
KPI and Performance Metrics Reports
Develop customized reports with KPIs tailored to client goals, tracking metrics like ROI, gross margin, and operating expenses.
Market and Competitor Analysis
Deliver insights into market positioning, competitor financial health, and industry trends to guide strategic planning.
Budgeting and Expense Tracking
Establish budgeting frameworks and expense-tracking templates to keep clients within their financial goals and monitor cash flow.
Gabriel's other services
Contact for pricing
Tags
Google Sheets
Microsoft Excel
Quickbooks
Tableau
Business Consultant
Financial Analyst
Financial Consultant
Service provided by
Gabriel Roldan Cabo Rojo, Puerto Rico
- 1
- Followers
Financial Analysis for Startups and Growing BusinessesGabriel Roldan
Contact for pricing
Tags
Google Sheets
Microsoft Excel
Quickbooks
Tableau
Business Consultant
Financial Analyst
Financial Consultant
Gabriel helps businesses make smart, data-driven choices with financial models, KPI analysis, and market insights tailored to their goals. With a background in real estate and startup growth, he brings more than just numbers—his approach combines finance know-how with real-world business strategy, giving clients clear, actionable insights for real growth.
What's included
Financial Modeling and Forecasting
Build financial models for budgeting, forecasting, and valuation to help clients assess profitability, cash flow, and investment potential.
Financial Statements Analysis
Prepare and analyze income statements, balance sheets, and cash flow statements to uncover trends and make actionable recommendations.
Break-Even, Sensitivity, and Scenario Analysis
Create break-even analyses to identify profitability points, conduct sensitivity analyses to assess how variables impact financial outcomes and perform scenario analyses to highlight successful pathways.
Investment and Valuation Analysis
Perform DCF, NPV, and IRR analyses to assist clients in evaluating investment opportunities and make data-driven decisions
KPI and Performance Metrics Reports
Develop customized reports with KPIs tailored to client goals, tracking metrics like ROI, gross margin, and operating expenses.
Market and Competitor Analysis
Deliver insights into market positioning, competitor financial health, and industry trends to guide strategic planning.
Budgeting and Expense Tracking
Establish budgeting frameworks and expense-tracking templates to keep clients within their financial goals and monitor cash flow.
Gabriel's other services
Contact for pricing