Hire the Best Financial Modelers
in the United States

Need a sharp, CFA-level financial modeler to help you raise capital, forecast growth, and make smarter financial and investment decisions? You’re in the right place. I’m a performance-driven Finance professional with 10+ years of experience in financial modeling, forecasting, FP&A, budgeting, valuation, and corporate finance — helping founders, investors, and executive teams turn data into decisions that drive real results. With a background spanning Oil & Gas, SaaS, Manufacturing, Construction, Real Estate, and Asset Management ($1B+ AUM), I combine deep accounting and analytical expertise (IFRS, financial statements, ERP systems) with strategic financial leadership to deliver actionable insights, precise models, and decision-ready reports. ⚙️ What I Do I build clear, dynamic, and investor-ready financial models and reporting systems that help you take control of your numbers and plan with confidence: ✅ 3-Statement Financial Modeling — Integrated P&L, Balance Sheet & Cash Flow with charts, ratios, and scenario testing ✅ Valuation & Investment Models — DCF, IRR, NPV, payback, comps, and capital budgeting analysis ✅ FP&A & Budgeting Systems — Forecasting, cost optimization, and variance tracking dashboards ✅ Cash Flow Forecasting — Weekly, monthly, and 13-week rolling models for liquidity and runway planning ✅ KPI & Performance Dashboards — LTV/CAC, ROI, burn rate, margin tracking in Excel or Google Sheets ✅ Cap Table & Equity Modeling — Ownership dilution, fundraising scenarios, LP/GP waterfalls ✅ Scenario & Sensitivity Analysis — Base, bear, and bull cases to guide confident decision-making ✅ Management & IFRS Reporting — Investor, board, and audit-ready financial packages 🧠 Why Clients Hire Me ✔️ Strategic + Technical: I bridge accounting precision with investor-grade financial storytelling ✔️ Flexible & Scalable: Tailored solutions for startups, SMEs, and established enterprises ✔️ Industry Versatility: From SaaS and AI startups to multi-branch manufacturing and real estate firms ✔️ Proven Impact: Built dashboards that cut overhead by 20%, shortened month-end closes from 7 days to 5 hours, and helped clients avoid cash crunches months in advance 🌎 Industries I Serve SaaS, Tech & eCommerce Manufacturing & Construction Real Estate & Investment Firms Healthcare & Private Practices Traditional & Alternative Investments 📊 Results You Can Expect Accurate forecasts that attract investors and lenders Data-driven insights that optimize growth and profitability Clean, automated models that simplify complex decisions Financial clarity that lets you run your business like a CFO 📩 Let’s Talk If you’re looking for a trusted financial partner to help you understand your numbers, build investor-ready financial models, or take control of your financial strategy — send me a quick message. I’ll tell you exactly how I can help or point you in the right direction.

I’m Adam, co-founder of ProjectionHub. For over a decade, my team and I have helped more than 40,000 entrepreneurs prepare accurate financial projections, business plans, and investor materials that earn funding approval through banks, investors, and the Small Business Administration (SBA). Our work combines the expertise of a business plan writer, financial analyst, and SBA consultant. We bridge the gap between financial modeling and strategic storytelling, producing models and business plans that lenders and investors trust. Each project is built from scratch, tailored to your unique operations and goals-never a recycled template. Beyond pure modeling, we also guide founders through the broader financial picture: bookkeeping structure, expense tracking, cash flow logic, and profit margins that support real-world lending decisions. When needed, we collaborate with your accountant or SBA lender to align your SBA loan application with their compliance and credit standards. Our models are used by lenders, business analysts, and funding specialists to assess everything from new startup launches to seven-figure expansion loans. We’ve supported projects across healthcare, construction, real estate, e-commerce, SaaS, retail and consulting-each one built with the precision of an experienced financial modeler and the clarity of a seasoned business plan writer. Each deliverable includes five-year financial projections, full 3-statement models, DSCR and break-even analysis, and a lender-facing summary that integrates market research, growth assumptions, and a clear use-of-funds section. For founders raising equity, we also provide investor-focused financials and business plans that align with your story and valuation strategy. Clients often come to us after struggling with scattered spreadsheets or rejected loan applications. Whether you need a full SBA loan package, a funding-ready business plan, or strategic input on sales forecasting and business development, we help you present numbers that hold up under scrutiny. If you’re preparing to meet with a lender or investor, I can help you organize and finalize everything they need. We’ll ensure your financial presentation is complete and lender-ready. Send me a message describing your loan or investment type, target amount, and funding stage. I’ll outline the right mix of financial projections, business plan materials, and investor documents to get your application approved with confidence.

Accomplished Financial Modeler with a robust corporate finance background, excelling in budgeting, forecasting, financial analysis, and fractional CFO services. Proficient in Financial Planning and Analysis (FP&A), specializing in crafting detailed financial models for startups seeking funding, guiding growth-phase companies on investment options, and assisting mature companies in strategic planning for exit options. Skilled in employing storytelling techniques through financial models and presentations. Capable of serving as an extended arm for investor communication, enhancing transparency and fostering strong relationships. Key Skills and Accomplishments: -Financial Modeling: Proficient in developing intricate financial models aligned with business strategies, incorporating critical metrics, valuations, and funding roadmaps, utilizing tools such as MS Excel for precision and flexibility. -Budgeting and Forecasting: Demonstrated ability to design and manage effective short- and long-range financial plans, empowering businesses to optimize cash flow and make informed decisions. -Financial Analysis: Expertise in conducting in-depth financial analysis and reporting, conducting regular health checks through balance sheets, profit and loss statements, aged payables and receivables reports, and cash flow forecasts. -Fractional CFO Services: Trusted partner in providing fractional CFO services, contributing strategic financial leadership and guidance without the need for a full-time commitment. -Startups and Growth-Phase Companies: Specialized in creating financial models tailored for startups aiming to raise funds and supporting growth-phase companies in evaluating investment options for sustainable expansion. -Mature Companies: Experienced in assisting mature companies in strategic financial planning, including evaluation of exit options. -Pitch Deck Creation: Proficient in developing visually appealing pitch decks that effectively communicate financial strategies, business potential, and investment opportunities, incorporating storytelling techniques for impactful presentations. -Investor Communication: Capable of serving as an extended arm for investor communication, enhancing transparency, and fostering strong relationships through clear and insightful financial reporting, supported by interactive Power BI dashboards. As a results-driven Financial Modeler, I am committed to leveraging my skills and experience to enhance financial visibility, drive strategic decision-making, and support companies at every stage of their financial journey. Additionally, I bring a unique proficiency in storytelling through financial models and pitch decks, coupled with the ability to serve as a reliable liaison for investor communication. Please reach out to me to discuss any suitable projects.

Laser-focused on commercial real estate financial modeling, including developments, acquisitions, portfolios, opportunity zone projects, distressed debt, proformas, waterfalls, etc. I have an institutional background and my models are all institutional-quality, which makes a powerful impression on equity investors. Highlights: - Microsoft Certified “Excel Expert” - Master’s degree in real estate development - Institutional experience working on large and complex projects. - Chartered Alternative Investment Analyst As a well-known real estate modeler, I maintain over 12,000 followers on LinkedIn, and have authored numerous articles on real estate finance for publications like American Banker, National Real Estate Investor, and California Real Estate Journal. I have deep experience with all real estate product types, including multifamily, office, industrial, retail, mixed-use, SFR subdivisions, manufactured home communities, land, self-storage, etc. If you need a any kind of real estate model let’s chat.

𝗧𝗼𝗽 𝟭%; 𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 𝗣𝗹𝘂𝘀 ✅ | Ex-JPMorgan | CFA | $1BN+ raised by my models | 99% JSS | $600k total earnings I work with funded startups, growth-stage companies, and established businesses on the financial infrastructure that drives decisions: investor-ready models, board reporting, scenario analysis, valuation, and ongoing FP&A. My clients have raised over $1BN in debt and equity using models I built, from seed rounds through Series B, including a unicorn and multiple $100M+ ARR businesses. I keep a small client base by design. The best results I've delivered have come from relationships where I have real context on the business, not one-off projects. I'm the person you call before a board meeting, during a fundraise, when an acquisition lands on your desk, or when you just need someone who understands your numbers as well as you do. Financial Modeling: A model is only as good as the understanding behind it. I build FP&A models with a deep focus on usability, auditability, and, increasingly, AI integration. The goal is a financial source of truth that different teams across the business can actually work from. Transaction Advisory: Extensive private equity and M&A experience across hundreds of millions of dollars of transactions. LBO models, waterfall structures, complex valuations, diligence-ready outputs. When the model is the deal, the details matter, and that's where the investment banking training shows up. Send over a deck, a business plan, or just describe what you're working on. I'll scope it same day.

I am a highly specialized professional in custom financial modeling, leveraging the power of Excel and Google Sheets to deliver exceptional results. With over a decade of experience in financial planning and analysis, I have successfully catered to the needs of both large corporations and small businesses. My expertise lies in two prominent sectors: Software-as-a-Service (SaaS) and Real Estate. Throughout the past eight years, I have honed my skills in these industries, developing cutting-edge techniques such as cohort modeling to provide highly effective solutions. In the realm of real estate, I excel at constructing pro forma forecasting templates that encompass a wide range of joint venture waterfall structures. These include intricate elements such as IRR hurdles, general preferred return, preferred equity, and unique contractual agreements. I love all things CRE modeling. Within the SaaS domain, I specialize in crafting comprehensive 3-, 5-, and 10-year forecasting models. These models incorporate meticulous bottom-up assumptions to analyze subscription pricing strategies, contract lengths, retention rates, fixed and variable costs, CAC/LTV (Customer Acquisition Cost/Lifetime Value) outputs, and integrated 3-statement financial models. Regardless of the industry, I am eager to tackle any financial modeling assignment. My experience spans diverse sectors, encompassing everything from car washes and laundromats to product-as-a-service systems, construction companies, and everything in between. I work weekends and all hours.