You will get a top-notch 3 statement integrated financial model
Top Rated
You will get a top-notch 3 statement integrated financial model
A basic model for startups
A basic financial model is ideal to support visa applications.
- Delivery time 5 days
5 days
delivery —
20 Oct 2024
Revisions may occur after this date.
Upwork Payment Protection
Fund the project upfront. Jachim gets paid once you are satisfied with the work.
Project details
I craft customized integrated financial models in Excel. An integrated financial model is the gold standard in financial modeling. An integrated financial model is a model where the income statement, balance sheet, and cash flow statement are linked with each other. That's why these models are very powerful and dynamic and set your business up for success.
I have crafted many complex financial models for operating, fundraising, and valuation purposes across several industries, including SaaS, F&B, manufacturing, services, marketplaces, technology, etc. What really sets my models apart from others is that I emphasize a lot on user-friendliness, the flow of information, visualization of key performance indicators, and financial modeling best practices.
I have crafted many complex financial models for operating, fundraising, and valuation purposes across several industries, including SaaS, F&B, manufacturing, services, marketplaces, technology, etc. What really sets my models apart from others is that I emphasize a lot on user-friendliness, the flow of information, visualization of key performance indicators, and financial modeling best practices.
Target Country
WorldwideWhat's included
| Service tiers |
Starter
US$450
|
Standard
US$750
|
Advanced
US$1,250
|
|---|---|---|---|
| Delivery time | 5 days | 7 days | 10 days |
Optional add-ons
You can add these on the next page.
Fast delivery
+US$150Frequently asked questions
38 reviews
(38)
(0)
(0)
(0)
(0)
This project doesn't have any reviews.
CC
Christoph C.
17 Jul 2024
SaaS Financial Model Update and Reporting Implementation
DT
Doug T.
1 May 2024
Financial Modeling for a Seed Stage Start-up
Outstanding - could not recommend any higher.
AG
Andrew G.
19 Mar 2024
M&A target screening model in Excel
Absolutely amazing and incredible! The best of Upwork!
HJ
Hossein J.
22 Dec 2023
Cap table revision
Jochim is extremeley professional and reliable at his work. We will continue working with him and highly recommend him to to others as well.
KC
Ken C.
4 Oct 2023
Reorganize Term Sheet
Jachim is one in a million!!
I've had the distinct pleasure of working with Jachim over the past couple of years, and it's no exaggeration to say that they are nothing short of exceptional. He is fantastic in the realm of financial analysis, cap tables, and venture capital navigation!
From the outset, Jachim exhibited unparalleled expertise and precision in his work. His insights into the financial nuances of our business were not just accurate but also illuminating. Many analysts can crunch numbers, but the very few can elucidate the story behind them in a meaningful and actionable way. This unique ability has proven invaluable to our business time and again.
Additionally, Jachim's assistance in securing venture capital was instrumental. He has an uncanny knack for translating complex financial jargon into clear, compelling narratives that resonate with investors.
Beyond his super-power skills, what sets Jachim apart is his responsiveness and clarity in communication. He is super prompt and clear about when he can work and deliver.
Perhaps most impressively, Jachim possesses an ability I can only describe as "seeing beyond the horizon." He doesn't just look at the immediate numbers but considers the broader implications, the future trajectories, and the unforeseen opportunities or challenges that might arise. This forward-thinking approach has consistently put us ahead, strategically positioning us for success.
In conclusion, if you're seeking a financial expert who is not only profoundly skilled but also genuinely invested in your success, look no further than Jachim!
I've had the distinct pleasure of working with Jachim over the past couple of years, and it's no exaggeration to say that they are nothing short of exceptional. He is fantastic in the realm of financial analysis, cap tables, and venture capital navigation!
From the outset, Jachim exhibited unparalleled expertise and precision in his work. His insights into the financial nuances of our business were not just accurate but also illuminating. Many analysts can crunch numbers, but the very few can elucidate the story behind them in a meaningful and actionable way. This unique ability has proven invaluable to our business time and again.
Additionally, Jachim's assistance in securing venture capital was instrumental. He has an uncanny knack for translating complex financial jargon into clear, compelling narratives that resonate with investors.
Beyond his super-power skills, what sets Jachim apart is his responsiveness and clarity in communication. He is super prompt and clear about when he can work and deliver.
Perhaps most impressively, Jachim possesses an ability I can only describe as "seeing beyond the horizon." He doesn't just look at the immediate numbers but considers the broader implications, the future trajectories, and the unforeseen opportunities or challenges that might arise. This forward-thinking approach has consistently put us ahead, strategically positioning us for success.
In conclusion, if you're seeking a financial expert who is not only profoundly skilled but also genuinely invested in your success, look no further than Jachim!
About Jachim
Certified Management Accountant (CMA) / Fractional CFO
100%
Job Success
Taipei, Taiwan - 12:56 am local time
I’ve worked for more than 5 years as a Credit Analyst and more than 4 years as an Internal Auditor for one of the leading global financial institutions. I have been exposed to the credit review process, various banking products, financial security topics, corporate governance, operational risk, and the internal control framework of a complex, multinational organization.
Steps for completing your project
After purchasing the project, send requirements so Jachim can start the project.
Delivery time starts when Jachim receives requirements from you.
Jachim works on your project following the steps below.
Revisions may occur after the delivery date.
Project introduction
Could you please introduce your company and the purpose of your request in a couple of sentences? It would also be helpful if you could provide me with some supporting documentation (website, video introduction, financials, ...).
Organize a video call
During this introductory call, we will discuss your project, the submitted documentation, and the information that is still missing. Depending on the complexity of your project, subsequent meetings might be needed.