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Accounting, Business & Legal Consultation with Jason V.

5.0 · 296 reviews

Accounting, Business & Legal Consultation with Jason V.

5.0 · 296 reviews

I provide help to large and small organizations on the best way to structure financial models, specifically revenue and expense assumptions that are used to create reusable dynamic financial projections. I've got a library of over 170 templates I've built from scratch to pull knowledge from. I understand that every business operator has their unique preferences and I can walk through what those are and the best way to implement a model to meet such expectations. There are many things to consider when building a financial model, this consultation will help start the QA process and get a good foundation to work off of.
Get personalized advice on:
Financial Analysis & Valuation startup consulting real estate financial model cash flow modeling financial modeling financial model

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Jason V.Status: Offline

About Jason

Jason V.Status: Offline
Professional Financial Modeler
100% Job Success
5.0  (296 reviews)
Willoughby Hills, United States - 10:19 am local time
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.

What to expect

Schedule the consultation
Choose from the freelancer’s available days and times.
Get advice for your custom needs
Share details about your project and what you want to talk about. The freelancer will review and reach out if they have questions.
Join the Zoom meeting
1-on-1 meeting with the freelancer to discuss your needs and project.
Approve the work
The freelancer will finish up the documents you asked for and send them to you for approval:
    Before the consultation

    Here’s what Jason will need to know before you meet

    1. Be prepared with a general understanding of your business unit economics, how revenue is generated (generally), and any variable costs or nuances specific to how your business makes money. Also, what time-frame are you looking to forecast?
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