Financial Modeler – Climate Tech, Commercial Real Estate & SaaS

Posted 2 days ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

Financial Modeler Needed – Seed-Stage Climate Technology Company We are a Seed-stage U.S. climate technology company preparing for accelerator due diligence and an upcoming Seed raise. We are seeking an experienced financial modeler to help develop and review a five-year integrated operating and financial model. We have an existing financial model from an earlier business strategy, along with a defined commercialization strategy and preliminary operating assumptions. The new model will require restructuring to reflect our current, more scalable business model. Project Scope The five-year model should incorporate: • Initial reference deployment • Commercial partnership-driven growth strategy • Commercial project/deployment revenue • Commercial real estate customer/project economics • Technology platform development costs • Recurring platform subscription revenue • Additional recurring performance and service revenue • Longer-term energy reliability and flexibility revenue as the installed portfolio reaches sufficient scale • Commercial partnership and deployment assumptions • Growth of the installed/connected asset portfolio • Hiring plan and payroll • Software/platform development expenses • Operating expenses and capital expenditures • Seed financing and use of funds • Cash runway and future capital requirements • Income Statement / P&L • Cash Flow Statement • Balance Sheet • Key operating and financial KPIs • Base, conservative, and growth scenarios The model should be driver-based, with major assumptions maintained centrally and flowing logically through the operating schedules and financial statements. Business Model Our previous financial model reflected a substantially different and more capital-intensive commercialization strategy. We are now transitioning to a more scalable commercial partnership model, so the new five-year model will require meaningful restructuring rather than simply extending or updating the existing forecast. The new model needs to capture the progression from an initial reference deployment through commercial partnerships, expansion of an installed portfolio, development of a technology platform, and increasing recurring revenue over time. Because the technology is deployed within commercial buildings, the model should also appropriately reflect developer/building-owner economics and the customer value proposition, including relevant project costs, operating savings, payback, ROI, and other appropriate project-level metrics. The selected candidate will receive the existing financial model for reference, along with our business strategy, commercialization framework, preliminary assumptions, and supporting information. We are not looking for someone to develop the business strategy from scratch. We need an experienced financial modeler who can translate the strategy into a rigorous financial model, challenge assumptions where appropriate, identify gaps, and ensure the resulting model is financially sound and internally consistent. Ideal Experience We are particularly interested in candidates with experience across financial modeling, commercial real estate, and technology, including several of the following: • Commercial real estate development and/or real estate investment modeling • Ground-up development or large commercial building projects • Climate technology / clean energy • Energy or infrastructure technology • Building technology / PropTech • Project-based businesses with recurring revenue • SaaS or technology platforms • Energy-as-a-service or infrastructure-as-a-service businesses • Project finance and capital-intensive businesses • Seed through Series A venture-backed companies Experience modeling commercial real estate owner/developer economics, including CapEx, OpEx, operating savings, ROI, IRR, NPV, payback periods, and project-level economics, is particularly valuable. The ideal candidate will understand how to model both sides of the business: the economics of deploying technology into commercial buildings and the financial performance of the technology company providing it. Experience preparing models for accelerator, investor, fundraising, or due-diligence review is highly desirable. What We Need The right candidate should be able to: • Translate operating assumptions into a logical, driver-based financial model • Build transparent and auditable operating schedules • Model commercial project/deployment economics • Model the customer/developer financial value proposition • Integrate project/deployment revenue with recurring platform and service revenue • Challenge assumptions and identify inconsistencies or missing inputs • Properly integrate the Income Statement, Balance Sheet, and Cash Flow Statement • Model cash runway and future capital requirements • Incorporate hiring and platform-development costs • Build useful scenario and sensitivity analyses • Present key operating and financial KPIs clearly We do not want unsupported assumptions inserted simply to complete the forecast. Where pricing, growth, customer economics, or operating assumptions still require validation, they should be clearly identified and addressed through reasonable market benchmarks, sensitivity analysis, or clearly labeled assumptions. The completed workbook should be professional, transparent, easy to audit and update, and appropriate for sophisticated accelerator and investor review. Confidentiality The public posting intentionally provides only a general description of the company and technology. Additional information regarding the company, technology, commercialization strategy, existing financial model, and technical architecture will be shared only with shortlisted or selected candidates. The selected candidate must be comfortable working with confidential and proprietary information. An NDA may be required before detailed company or technical materials are provided. Project Timeline We are seeking a modeler who can begin promptly and deliver a strong working version of the five-year model within approximately one week. Please include your current availability and proposed delivery timeline in your response. When Applying Please provide: 1. A brief description of financial models you have built for startups, particularly involving commercial real estate, climate tech, energy, infrastructure, building technology, or SaaS/platform businesses. 2. Your experience building integrated three-statement financial models. 3. Your experience with commercial real estate development, investment, or project-level financial modeling. 4. Your experience modeling project/deployment revenue alongside recurring revenue. 5. Your experience supporting Seed-stage fundraising, accelerator diligence, or investor-facing financial models. 6. Your proposed approach to this project. 7. Your current availability and estimated delivery timeline. 8. Your proposed fixed project fee. 9. A redacted sample financial model or screenshots demonstrating the quality and complexity of your work, if available. Please begin your response with "Climate Model" so we know you reviewed the complete project description.

  • $1,000.00

    Fixed-price
  • Expert
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Financial Modeling
Financial Analysis
Activity on this job
  • Proposals:10 to 15
  • Last viewed by client:yesterday
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Oct 14, 2024
  • USA
    West Hollywood3:20 AM
  • $8.7K total spent
    6 hires, 0 active
  • Real Estate
    Individual client

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