Financial Modeling & KPI Dashboard Consultant

Posted 4 days ago

Worldwide

Summary

Financial Modeling & KPI Dashboard Consultant We are a growing service-based business looking for an experienced FP&A / financial modeling consultant to build a simple financial management and reporting system in Google Sheets. The goal is to give us accurate, easy-to-understand information about business performance on a weekly and monthly basis. What We Need We are looking for someone to help build: * Weekly KPI dashboard * Revenue and expense tracking * Profitability and margin reporting * Unit economics * Labor and capacity/utilization tracking * 13-week cash flow forecast * Monthly P&L reporting * Budget vs. actual tracking * Growth and scenario forecasting * Clear assumptions and inputs The model should allow us to easily test scenarios such as adding staff, increasing volume, changing pricing, or changing operating costs. What We’re Looking For You should have strong experience with: * FP&A or financial analysis * Financial modeling * Google Sheets / Excel * KPI dashboards * Cash flow forecasting * Unit economics * Small business or startup financial reporting Experience with healthcare, professional services, staffing, or other labor-driven businesses is a plus but not required. Important We are not looking for a complicated financial model. We want something clean, practical, and easy to maintain internally. Another team member should be able to update the underlying data each week without needing advanced financial knowledge. The first phase will be building the model and dashboard. There may be an opportunity for ongoing monthly FP&A support afterward.

  • Not Sure
    Hourly
  • 1-3 months
    Duration
  • Expert
    Experience Level
  • $30.00

    -

    $75.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Financial Modeling
Financial Analysis
Activity on this job
  • Proposals:50+
  • Last viewed by client:3 days ago
  • Interviewing:
    5
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since May 26, 2022
  • United States
    North Carolina5:13 AM
  • $77K total spent
    46 hires, 5 active
  • 3,077 hours
  • HR & Business Services
    Small company (2-9 people)

Explore similar jobs on Upwork

Microsoft Excel
Spreadsheet Software
Google Sheets
Financial Analysis
Real Estate Virtual Assistance
Real Estate Acquisition
MLS Consulting
B2B Marketing
Online Market Research
Administrative Support

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo