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Take financial model and make into official pro forma

$30-250 USD

Completed
Posted over 5 years ago

$30-250 USD

Paid on delivery
I am a long-term finance guy who essentially built business models for a living for a decade. However, these models have always been to figure out if a business will work or not. I have never done a full packet for a bank with the financials in an official pro forma. So I am now working on a project where this is needed. The model is done, the assumptions are complete, and I need someone with the right expertise to put it into the right format to submit to banks for financing approval. This should have projections under at least 3 different scenarios, for at least 5 years, and with the correct account practices such as depreciation (which I do not model because it has nothing to do with if a project will work or not), etc. *****Only bid on this project if you can demonstrate that you have done this work in the past and you know EXACTLY what needs to be done.***** Final deliverable will be an extensive multi-tab spreadsheet with all applicable forecasts, P&L, cash flows, income statements, etc. Please ask questions before bidding!
Project ID: 17668160

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28 proposals
Remote project
Active 6 yrs ago

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I am a financial expert and a guru in Excel and VBA. I come up with creative and sophisticated financial & statistical modules in a simplified and logical manner. I develop financial modules and financial projections including business valuation & terminal valuation methodology & ratios (INPV, IRR, DSCR, DCF, MCDA, CPI, SPI, EVM, KPI, SPE, SPV FVC, sensitive analysis, correlation, and regression, etc.) Furthermore, I have extensive knowledge and expertise in advanced formulas, Pivot Tables, Visual Basic Application including preparation of dynamic dashboards, screen layout's (user-forms), drop-down boxes, generator reports, and charts. I served as CFO, Controller, and Chief Accountant at global parent companies, and I have extensive experience in Financial Reports, accounting, consolidating, forecasting, budgeting, and costing I am a specialist in managing cash flow and liquidity solutions for the multi-currency environment and globally including collections, payments, inventory, and taxation. During my career, I have gained valuable experience in diverse sectors, including VC’s, private investors, start-ups, retailers, power plants, farms, insurance companies, universities, construction businesses, real estate agents, medical equipment manufacturers, and traders, among others. My combined experience, knowledge, and creativity will lead to exceptional results that will exceed your expectations.
$350 USD in 3 days
4.9 (110 reviews)
7.3
7.3
28 freelancers are bidding on average $223 USD for this job
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hHigh quality, complete and functional proforma document for use with a variety of audiences. The scope of this document shall be decided between the employer and I. #1 Ranked Business Researcher and Writer on Freelancer.com Since 2010. Master of Business Administration. Over 1200 Clients in 150+ Countries. 1. When do you want to start & when do you need this finished? 2. Do you have time for a discussion?
$541 USD in 6 days
4.9 (558 reviews)
9.6
9.6
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Hello sir Pure finance and accounting professional.. available for you Best Regards s Javed .......................................................
$235 USD in 3 days
4.9 (642 reviews)
8.2
8.2
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Hi. I am an affiliate chartered accountant (equivalent to CPA) and a professional finance expert since 2009. I have hands on experience on business plans, financial projections, financial analysis etc and prepared projections for clients based in US, UK, Canada, KSA, Pakistan etc. I can prepare your financial projections with better quality and presentation. Please contact and discuss the details.
$125 USD in 2 days
4.8 (405 reviews)
8.1
8.1
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Hello, how are you? I have worked with financial statements, I would like to know more details to work together. Thank you
$250 USD in 7 days
4.9 (163 reviews)
7.7
7.7
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Greetings! I am consistently rated five star on Financial Models prepared by me on this platform. I am a Chartered accountant (CPA equivalent) with 15+ years' experience in financial modelling with the largest investment banks globally. I am keen to help you prepare a fully linked dynamic model. Look forward to hear from you. Thanks, RRC
$500 USD in 6 days
4.9 (144 reviews)
7.7
7.7
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Greetings, I am professionally qualified Business & Financial Consultant from Sri Lanka with a degree in Management & Finance. I have 17 years of Experience in Audit, Financial consultancy & Secretarial practices in corporate sector performing duties for Auditing, Budgeting, Contracts, Project appraisals, Project reports, Variance Analysis, Mergers, Financial Accounts, Management Accounts, Unit costing, ratio analysis, Logistics, Market research & so on. I have the experience in the preparation of Business Plans with finely tuned financial forecasts for the client to be able to use in fundraising activities and to stick to their financial plans to see the project come through from initial stage to the operational stage. Together with my financial background, I have the Experience in Marketing Research, SWOT Analysis, Marketing Budget preparations, Advertising Budgets, Etc. I understand the value of this project for you in fundraising or any other intended activities. Please come to a chat conversation for a discussion and you will understand me better. Hopefully, my skills meet your requirements. Look forward to discussing with you of the opportunity further. We can discuss the project budget. Kind regards, Dilip.
$300 USD in 10 days
5.0 (74 reviews)
6.8
6.8
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Hi, I would like to work for you. I will provide highly credible proforma doc for bank with my senior level experience. You may validate my profile which is also certified as “Preferred Freelancer” with highest trust score - 100%. You may also look at the sample work in my portfolio and latest reviews of 43/50 Five Stars. I will provide financial model including start-up investment and Funding Plan, Revenue & Cost Model, Income Statement, BS and Cash Flow for five years which will form part of business strategy. The same would be backed by the strategic assumptions which will become base strategy to build the business over time. I am a qualified finance professional with national merit and 25+ years of experience around Business, Strategy and Finance in US / EU MNCs. Presently I am into my own consulting services. With this background, I will be able to deliver better service for you. Look forward to hearing from you. Best Regards / Sanjib
$200 USD in 7 days
4.8 (115 reviews)
7.0
7.0
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* PLEASE CHECK OUT MY PORTFOLIO TO SEE PREVIOUS WORK SAMPLES- https://www.freelancer.com/u/Sonny85 * Hi, I'm a Management Consultant and a Business Writer proficient in Financial Modelling and Managerial Finance and Accounting. I can develop the spreadsheet with all the important tabs and content as required with quality and precision. All content will be delivered within the stipulated time and budget with all revisions as deemed necessary. Please visit my profile to view previous work samples and drop me a message to discuss further details. Sincerely, S. S.
$176 USD in 3 days
4.8 (102 reviews)
7.1
7.1
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Hi There, I'm happy to help you on this task. I'm a qualified chartered accountant and expert in advanced excel and financial statements. I have already done lots of similar full set of financial models for various businesses and startups. You may refer my profile to see samples, ratings and my reliability, and if you are comfortable with all above, lets discuss the project. (I can send you samples if required) I look forward to hearing from you. Best regards Priyal
$250 USD in 4 days
5.0 (248 reviews)
6.9
6.9
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Hi, My name is Janis and I have been here in freelancer since 2014. One of the preferred freelancer because of the good standing and have good feedback from previous employers. I was asked by the freelancer staff Matthew to bid on your project. I believe we can help you with to Take financial model and make into official pro forma because I do have a team and are mostly my cousins/close friends that is why we have been working as a good team with trust. I can assign someone who fits your project requirement. My business is to make your business effective, profitable & efficient. We are able to have a sound understanding of our Clients’ operations and their corporate goals, and we continually bring knowledge and new ideas to them. I am a pioneer in the outsourcing/call center industry in the Philippines, and as such, have a deep understanding of world-class customer service, prompt delivery of jobs & the importance of client satisfaction of our work. The team is led by me–a forward-thinking, resourceful professional with more than 13 yrs of experience in Sales, Marketing & Customer Service; who understands the power of good relationships with customers/clients, and that this is the foundation of a successful business & attracts repeat sales. We are highly-skilled, well-educated, English-speaking, smart professionals ready to deliver results for you. Been working on different projects since 2014, with most of my clients are from here (you can check the good reviews we garner
$250 USD in 5 days
4.8 (42 reviews)
6.7
6.7
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- I no Financial modeler. - But can convert the requirements of the specific modeling into Excel application with details including P&L Sattement Balance Sheet Income Statment CashFlow Forecasts Depreciation calculation. - It would be button driven with clicks to perform the respective calculations, reporting and Tabs. My Skills: - Have expertise in Excel automation, macros, formulas, calculations, summarising and Graphs. - Extensively the macros/VBA to automate: - Data validation in a particular, Data consolidation into sheets, comparing, plugging in default values for few cells - Data camparision using formulas, lookups and bringing up summaries., - Mathematical functions, scientific calculations, index, array, formula arrays which are advanced concepts - Have used them. - With summary data plotting graphs, bringing pivot tables Sample HighComplex Projects using Macros: (via Freelancer) - Complex Data anlaysis and graphing - Using Surface, Scatter Dynamically setting axis values, legennd colors(Excel 2013 to Excel 2016) - Heating Wire Design, Canada, - Identify the wiremodel running through multiple iterations. - System log generation (users logged in time, duration, days) between time period based on the text log files. Generate report. - Employee Tax, Canada - Calculations per hours,wage,provincial deductions, Federal deductions per reference tables. +....
$200 USD in 5 days
4.6 (49 reviews)
6.2
6.2
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Hello there! Hope you are doing good. I'll use your working and build a smart excel workbook with easy navigation to p/l, balance sheet, cash flow, etc. Let me see what you have and then I'll ask you questions and finalise on deliverables. Should you have any query, please feel free to ask. Regards, Yogesh
$194 USD in 4 days
5.0 (37 reviews)
5.5
5.5
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Dear Hiring manager, If you are looking to get your model prepared fast. I have only 2 words for you.. HIRE ME.. And I can assure you that you won't be required to go anywhere else then.. Regards Ashok
$100 USD in 3 days
5.0 (22 reviews)
5.5
5.5
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Hi, I am very good in accounting and finance having 6 years of working experience in a multinational organization. Apart from that we have a team of skilled CA, ACCA, MBA's People and all are well experienced. we done this type of work on regular basis. I feel very fit for this project. For further you can visit my profile. Please contact with me. Thanks
$45 USD in 1 day
4.9 (39 reviews)
5.3
5.3
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Hello there, I am a financial analyst with more than 6 years of experience working with clients across the globe on financial projections and analysis. Please ping for further details. Best, Yash
$300 USD in 5 days
4.3 (12 reviews)
5.2
5.2
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I am conversant with business plans, excel, data entry, financial model, accounting and book keeping.
$155 USD in 3 days
3.5 (17 reviews)
4.5
4.5
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Dear Employer I am MBA Finance. I can help you with this project. Lets discuss in chat and award. Looking forward to it. Please discuss details
$155 USD in 3 days
5.0 (6 reviews)
2.8
2.8
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I am a qualified accountant and conversant with preparing forecasts, P&L, cashflows, income statements among other financial statements. Be assured of quality work
$155 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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If I understand correctly, you have prepared year 1 numbers and the assumptions upon which to base projections. 3 scenarios for a 5 year period each. You just want the whole plan/forecast presented in pro forma where the statement tie together. I can deliver fairly quickly if interested.
$250 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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Please... Relevant Skills and Experience Accountant Buy and selling Seller
$155 USD in 3 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Richmond Heights, United States
5.0
81
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Member since Feb 11, 2007

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