Phoenix - Your AI AssistantBuild a Dynamic Financial Model in Excel
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What you get with this Offer
Unlock the power of data-driven decision-making with a customized, dynamic financial model designed specifically for your business. Whether you're forecasting growth, analyzing profitability, or evaluating investment opportunities, my expert-built financial models provide the clarity, accuracy, and insights you need to succeed.
What You’ll Get:
✅ Comprehensive Financial Analysis – Gain deep insights into your business performance.
✅ Customizable Assumptions – Flexible inputs tailored to your industry and needs.
✅ Scenario Planning & Sensitivity Analysis – Assess risks and optimize strategies.
✅ User-Friendly Design – Easy-to-use models with clear structure and navigation.
✅ Expert Support & Guidance – Professional assistance throughout the process.
✅ Detailed Documentation & Training – Understand and utilize your model effectively.
Why Financial Models Matter:
Each financial model is unique and tailored to the industry it serves. Businesses often use them to secure bank funding, assess long-term feasibility, and analyze investment deals, such as real estate projects.
What I Will Deliver:
I will build a custom Excel-based financial model for your business, which includes:
✅ Capex Table – Breakdown of fixed and intangible assets.
✅ Loan Amortization Schedule – If applicable.
✅ Break-Even Analysis – Determine profitability thresholds.
✅ Charts & Graphs – Visual representation of financial trends.
✅ Key Business Ratios – Evaluate financial health and efficiency.
✅ Summarized Yearly Reports – Clear, professional financial summaries.
✅ Business Valuation – Assess the worth of your business.
✅ Return on Investment (ROI) Analysis – Evaluate profitability.
✅ Sensitivity Analysis – Test various financial scenarios.
Let’s build a powerful financial model that helps you make smarter business decisions. Get in touch today!
What the Freelancer needs to start the work
1. Initial Discussion
• Objective: Understand your business needs and objectives.
• Platform: We will have our initial discussion through PeoplePerHour (PPH) chat.
• Topics Covered: Your business overview, key goals, and specific requirements for the financial model.
• Outcome: Establish a clear understanding of the project scope and agree on the next steps.
2. Detailed Questionnaire
• Purpose: Gather in-depth information needed to build the financial model.
• Content: The questionnaire will cover the following areas:
o Business Information: Understanding your business model, industry, and financial goals.
o Historical Data: Past financial performance, including income statements, balance sheets, and cash flows.
o Key Assumptions and Projections: Revenue, costs, growth rates, and other financial assumptions.
o Business Drivers and KPIs: Key metrics that drive your business and how they are tracked.
o Capital Structure and Funding: Details on debt, equity, and future funding needs.
o Scenario Planning Inputs: Potential scenarios and sensitivity analysis factors.
o Operational Data: Sales, expenses, production/service metrics, and more.
o Software and Tools: Platforms like Excel or Google Sheets that will be used.
o Documentation and Training: Any existing documentation and your training requirements.