Financial Modeling & Excel Specialist for Small Businesses and Startups
I help small businesses and founders turn their numbers into clear, decision-ready financial models.
With a background in finance and accounting and hands-on experience in financial analysis, budgeting, and reporting, I specialize in building structured, easy-to-understand Excel models that support business planning, forecasting, and valuation.
What I can help you with:
* Financial models in Excel (revenue, cost, cash flow)
* 3-statement financial models
* Business valuation (DCF & scenario analysis)
* Budgeting & financial forecasting
* Reviewing, fixing, and improving existing Excel spreadsheets
I combine technical accuracy with practical business judgment — so the model doesn’t just “work”, but actually helps you make better decisions.
You’ll get:
✔ Clean and well-structured Excel files
✔ Transparent assumptions (no black-box formulas)
✔ Models that are easy to explain to partners or investors
If you already have a model, I can also review and refine it to improve clarity, accuracy, and usability.
📌 Sample financial models are available in my portfolio.
Let’s discuss how I can support your project.
Seasoned finance professional with 10+ years in transaction advisory, investment evaluation, and strategic financial modeling. Leveraging experience from Ernst & Young’s Transaction Advisory Services (TAS) and KfW DEG, I deliver actionable insights for M&A, investments, and business growth. My expertise includes buy/sell-side due diligence, financial model development, and investment viability assessment across sectors like retail, healthcare, energy, and manufacturing.
I combine rigorous analysis with practical strategy—translating complex data into clear recommendations for investors, PE firms, and corporates. Whether building a pitch deck, evaluating a target, or stress-testing a model, I ensure your financial decisions are grounded in robust due diligence and market intelligence.
Work Experience
Financial Due Diligence, Modeling & Pitch Decks Consultant | Freelance (Current)
-Provide transaction support for SMEs, startups, and investors, leading buy/sell-side due diligence, quality of earnings (QoE) reviews, and deal driver analysis.
- Develop complex financial models (DCF, LBO, M&A) and investment memorandums for capital raising and strategic decisions.
- Craft investor-ready pitch decks highlighting value propositions, market positioning, and growth trajectories.
Manager – Transaction Advisory Services (TAS) | Ernst & Young
- Led 50+ buy/sell-side due diligence engagements ($5M–$200M deal size) across retail, healthcare, energy, and manufacturing.
- Analyzed operational performance, customer concentration, and growth outlook to identify deal risks/upside for PE and corporate clients.
- Built integrated financial models to assess transaction synergies, financing structures, and ROI scenarios.
Senior Manager, Investment | KfW DEG (Deutsche Investitions- und Entwicklungsgesellschaft)
- Evaluated debt/equity investments in emerging markets, conducting financial due diligence and modeling for project viability.
- Prepared investment recommendations balancing financial returns and developmental impact.
- Pitched opportunities to investment committees and supported clients in strategic project assessment.
Services I Offer
✅ Financial Due Diligence: Buy/sell-side reviews, QoE analysis, deal driver assessment, Working capital, Quality of assets analysis, Operational Improvement.
✅ Investment Evaluation: Deal structuring, ROI analysis, risk assessment, and benchmarking.
✅ Financial Modeling: DCF, LBO, M&A, 3-statement forecasts, scenario/sensitivity analysis.
✅ Pitch Decks & Investment Memos: Investor presentations, business cases, and strategic narratives.
✅ Transaction Support: Post-M&A integration, synergy tracking, and performance monitoring.
Skills:
Financial Due Diligence | Investment Analysis | Financial Modeling (Excel) | M&A | Pitch Decks | Quality of Earnings (QoE) | DCF/LBO Modeling | Deal Structuring | Risk Assessment | Transaction Advisory | Private Equity | Strategic Finance
Why Clients Choose Me:
- Dual-Sector Insight: Private equity rigor (EY) + developmental finance perspective (KfW DEG) for balanced, strategic analysis.
- Industry Breadth: Experience across retail, healthcare, energy, manufacturing, and emerging markets.
- Decision-Driven Outputs: Focus on actionable insights—not just data—to drive your investments or transactions.
- End-to-End Support: From target screening and modeling to post-deal integration.
Select Transaction Experience
🚚 Automotive Restructuring (Daimler):
Led financial restructuring for Mitsubishi Fuso Truck & Bus (Indonesia), enabling a strategic carve-out of passenger/commercial vehicle divisions. Identified profit/cash flow optimization levers, directly supporting Daimler’s post-transaction value capture.
✈️ Travel Tech Investment (Expedia):
Delivered buy-side due diligence for Expedia’s $350M investment in Traveloka (Indonesia). Unlocked new revenue opportunities and customer retention strategies, contributing to successful deal execution.
🏭 Private Equity Acquisition (CIMB PE):
Evaluated 10% stake acquisition in PT Modern Putra Indonesia (consumer goods), assessing financial viability and growth risks for CIMB PE’s investment committee.
🥛 Dairy Manufacturing Transformation:
Performed sell-side diligence for a leading Indonesian dairy manufacturer. Recommendations on business process improvements led to 2 follow-on engagements (audit + operational optimization).
⛏️ Energy Sector Engagements:
Power Plants: Advised on multiple bids for Indonesian power assets in competitive auctions.
🌱 Renewable Energy Financing (KfW DEG):
Financed SUN Energy ($21M) to expand Indonesia’s solar infrastructure, enabling 18+ MWp of new installations and positioning the firm for $31M+ in follow-on financing within 2 years
Faldy Q.
CFA lv. 1 | Senior Financial Modeller, Data & Excel Solutions Expert
Jakarta, Indonesia
$15/hr$15 per hour5.0 (1) 8 jobs $1K+ total earnings
Hi I'm Faldy, I'm a professional freelance 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗺𝗼𝗱𝗲𝗹𝗲𝗿 & 𝗘𝘅𝗰𝗲𝗹 𝘀𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁 with 8+ years experience hands-on in FP&A, budgeting, and data visualization.
Here's what I help with:
- 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗺𝗼𝗱𝗲𝗹𝘀 — P&L, cash flow, budget, and 3-statement preparation
- 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗽𝗹𝗮𝗻 — both excel calculation and deck presentation to client / investors
- 𝗘𝘅𝗰𝗲𝗹 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 — VBA macro, automated reports, and one-click workflows
- 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱𝘀 — interactive visuals that turn raw numbers into clear insights
- 𝗦𝗽𝗿𝗲𝗮𝗱𝘀𝗵𝗲𝗲𝘁 𝗳𝗶𝘅𝗲𝘀 — rebuilding broken sheets and improving usability
- 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁 𝘁𝗲𝗺𝗽𝗹𝗮𝘁𝗲𝘀 — branded Excel and Word templates, print-ready
I focus on clean, linked, and structured outputs that are easy to use and ready to present for clients.
𝗧𝗮𝗸𝗲 𝗮 𝗹𝗼𝗼𝗸 𝗮𝘁 𝗺𝘆 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 and let's see if we're a good fit!
Adams R.
CFO Helping Businesses Improve Cashflow, Profit & Business Performance
Wonosobo, Indonesia
$50/hr$50 per hour4.9 (25) 58 jobs $10K+ total earnings
Most business owners don't need another accountant. They need someone who can explain what their numbers are really saying, identify the risks before they become problems, and help them make better financial decisions with confidence.
That's where I come in. I'm a Fractional CFO with more than 10 years' experience helping startups and established businesses improve cash flow, strengthen profitability and build financially resilient businesses. I work alongside business owners as a trusted financial partner, combining practical financial management with commercial advice that supports growth, improves performance and removes uncertainty from decision making.
Whether I'm reviewing a Xero file, preparing board reports, building investor-ready financial models or developing a long-term financial strategy, my objective is always the same, to help business owners understand what their numbers mean and what they should do next.
Businesses typically engage me when:
• Sales are increasing but cash flow isn't.
• They need clearer financial information to make better decisions.
• They have outgrown their accountant but don't need a full-time CFO.
• They need professional financial models, budgets or forecasts for investors, banks or business planning.
• They want to improve profitability rather than simply produce financial reports.
• They need an experienced finance professional who understands both the numbers and the commercial realities of running a business.
How I Can Help
Fractional CFO - I provide executive-level financial leadership without the cost of employing a full-time CFO. My role is to help owners make informed decisions through better reporting, financial planning and commercial advice.
Cash Flow & Financial Planning - Cash flow remains one of the biggest challenges facing growing businesses. I develop practical forecasting models, budgeting systems and reporting that give business owners confidence over where cash is coming from, where it is going and what decisions need to be made next.
Financial Modelling & Business Planning - I prepare investor-ready financial models, business plans, feasibility studies and strategic forecasts for startups, acquisitions, funding applications and business expansion. Every model is designed to support decision making rather than simply produce attractive spreadsheets.
Xero & QuickBooks Online - As a Xero Certified Advisor and QuickBooks ProAdvisor, I help businesses improve the accuracy of their financial records, management reporting and finance processes. From bookkeeping reviews through to board reporting, I ensure business owners can rely on their numbers.
Recent Outcomes
• Prepared more than 250 business plans and feasibility studies for businesses across multiple industries.
• Helped clients secure more than US$30 million in investment and business funding.
• Assisted businesses in obtaining more than US$6 million in grant funding.
• Developed financial models supporting business acquisitions, expansion projects and capital raising.
• Improved reporting, forecasting and cash flow management for businesses across Australia, the United States, the United Kingdom and Asia.
Why Clients Continue Working With Me
Many clients initially engage me for a single project such as a financial model, business plan or Xero review.
They continue working with me because they value having an experienced finance professional who can explain what the numbers mean, identify potential risks early and provide practical recommendations that improve business performance.
I believe good financial reporting should answer three simple questions:
• Where are we today?
• Where are we heading?
• What should we do next?
That's the value I bring to every engagement.
If you're looking for an experienced finance professional who combines commercial judgement with practical financial expertise, I'd be pleased to discuss your business and how I can help you achieve your goals.
Let's connect.
Adams (Peter)
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