CFO Consultant (Business Plan/Investor Presentation/Financial Model)
Do You Need To Convince Investors What A Great Investment Your Company Is? You'll Need A Quality Business Plan or Investor Presentation (Including A Detailed Multi-Year Financial Forecasting Model).
Or Are You Looking For A Part-Time or Temporary CFO To Handle The Financial Elements Of A Specific Project?
Put my 20 years as a Wall Street banker and analyst and 11 years in commercial banking in New York, London and Hong Kong to work for you. Detailed investment analysis and planning, creative funding options and investor relations for high-growth businesses in the US or abroad are my specialty.
• Creating Detailed Corporate Planning Documents
• Getting Investors and Bankers To Invest In Your Business
• Designing User-Friendly Multi-Year Financial Forecasts/Models (e.g. Monthly Sales, Expenses, Cash Flow and Earnings with all variables testable in real time to see overall effects of any change)
Business planning projects I have worked on recently have been very diverse, including a wide variety of industries such as robotics, medical clinics, medical cannabis/marijuana cultivation and retailing, Internet services, agriculture/farming, construction, offshore banking, IT services and alternative energy.
Unless your business is highly technical (such as biotech) or in an industry with extremely complicated accounting rules (such as insurance), I can create for you the professional quality documents you need - detailed financial plans for new businesses or existing business expansion, bank or government loan applications, crowdfunding documents, investor presentations or specialized financial and corporate analysis reports.
As you can see in the examples in my Upwork profile, regardless the specific type of financial forecasting model you need, all financial models I create are based on a proprietary Microsoft Excel template. You will always be able to change any assumption in your customized version of the model’s various worksheets. The effects of the change will then automatically flow through all related numbers throughout the entire model. This will clarify for you and your investors all the potential financial effects of various possible future scenarios, such as different levels of revenue, customer counts, unit sales, product pricing, operating expenses, equity, debt, personnel costs, interest rates, etc.
Thorough business plans and investor presentations must include this type of detailed financial forecasting model, so the bankers or investors you contact can know exactly how you plan to spend the money they provide to you and how you will make their investment profitable for them.
Need a pitch deck too? That will naturally flow once you have a great business plan in place.
All work will be completed using Microsoft Office applications Word, PowerPoint, Publisher and/or Excel and sharable during development using Microsoft's file sharing functionality. I do not typically use pre-packaged "business plan" software because none of the available packages are robust enough to adapt to the nuances and unique elements of most companies' financial modeling needs (especially for start-ups) over multiple years.
Your plan will be unique. Typically the time needed to complete a small business plan with a monthly financial model covering one or two major sources of revenue over three years is 30 - 40 hours over about two weeks.
Quicker turnarounds are usually not a problem. The time required to complete your plan or presentation largely depends on the complexity of your business and how quickly you can a) provide me with information about your plans, products and services, competition, marketing approach, etc. and b) respond to my questions as the project proceeds. I will include in my work suggestions for you on all of these important elements.
If you require a non-disclosure agreement (NDA) or similar document before the work begins, that is never a problem. Much of my work is under NDAs.
Once we discuss and define the specific content you need, I can usually start work on your project immediately.
I am committed to your complete satisfaction with my work and will gladly make minor changes to any aspect of my work within 90 days of completion at no additional cost to you.
I can do your project on an hourly basis or on a fixed rate with pre-agreed milestones. For hourly projects, my rate is typically $35/hr. - $60/hr., depending on the complexity and difficulty of completing the project to the quality you and your potential investors require, as well as the deadline you need to meet.
All hourly projects will be tracked by Upwork's time tracking software and reported directly to you by Upwork each Monday morning (USA time). I will continue work on your project each Monday only after you have reviewed and approved for payment the previous week's work.