Accounting, Business & Legal Consultation with Jose S.
Accounting, Business & Legal Consultation with Jose S.
Initial Assessment and Understanding of the Financial Model. Structure, tabs and presentation.
Defining Objectives and Assumptions: How to validate the financial model with external sources.
Building the Financial Model: Consultation about how to build an automated financial model and projections.
Benchmarking: It is important to benchmark your financial model with similar companies in your industry.
Sensitivity Analysis and Scenario Planning: The consultant can explain how to make sensitivity analysis to assess the impact of changes in key assumptions on the financial projections. This helps you understand the range of possible outcomes and identify potential risks and opportunities.
Pivot Tables: If you require technical expertise to pivot tables, graphs and other sources.
Get personalized advice on:
Financial Analysis & Valuation
Financial Forecasting
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About Jose
Business Plan | Financial Model | Feasibility Study | MBA
100%
Job Success
London, United Kingdom - 5:29 pm local time
With over 26 years of experience in management consulting and financial services, I am here to help you take your business to the next level. As an Executive MBA graduate from Warwick Business School ranked 10th by QS and 30th by Financial Times I bring world-class expertise and a results-driven approach to every project.
What I Can Do for You:
🔹 Financial Planning, Modelling & Forecasting – Transforming numbers into actionable strategies.
🔹 Business Plans & Feasibility Studies – Creating investor-ready plans that set your business apart.
🔹 Market Research & Marketing Plans – Unlocking insights to drive your success.
🔹 Funding Strategies – Guiding you on loans, equity, and attracting investors.
🔹 Startup Mentoring & Coaching – Empowering entrepreneurs to achieve their goals.
Why Work with Me?
I’ve successfully delivered projects for clients across the globe from Australia and the Middle East to Europe, the US, Canada, and LATAM. My expertise lies in crafting compelling business plans, accurate financial models, and thorough market analyses that inspire confidence in banks, investors, and stakeholders.
But it’s not just about the numbers it’s about understanding your vision, listening to your needs, and delivering solutions that exceed your expectations. I’m passionate about helping businesses thrive and am committed to ensuring your success.
Your success is my priority. Let’s make it happen!
Send me a message today, and let’s discuss how I can help you achieve your goals. Together, we’ll turn your dreams into a thriving reality.
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 Jose will need to know before you meet
- Thank you for your interest in my consultation. Before having the meeting, I would like to ask you a few questions: - What is the main purpose of your financial model? Funding, Budgeting or Financial Planning? - Is your company a startup or an SME?
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This project doesn't have any reviews.
MA
Mohammad A.
Jun 11, 2026
Startup Pitch Deck Creation: Business & Financial Content Expertise Needed
Jose invested the necessary effort to thoroughly research and understand our business. As a result, he developed and delivered the required analysis supported by solid backup information and insights. Throughout the process, Jose was patient and working at my pace during periods when priorities shifted and I had to slow down. He was also consistently available on short notice whenever clarifications or discussions were needed. Thank you, Jose.”"
AG
Andrew G.
Jan 23, 2026
Financial Modeling Specialist
Very knowledgeable and experienced. He not only completed the financial model but also walked me through how it works and shared some great best practices. Definitely planning to work on future projects together. Highly recommend.
AM
Ali Sheeraz M.
Dec 4, 2025
Business Plan Writer for SaaS/E-commerce Platform with Financial Forecasting Expertise
Fy
Fatima y.
Nov 22, 2025
Business Plan & Strategic Government Pitch Deck for Real Estate Tech Platform
Efficient, patient and submitted great quality of work!
AD
Adam D.
Nov 3, 2025
Financial Model Development for Microlender Loan Book Due Diligence & Forecasting
Jose was incredible to work with for the job we had listed. We were moving quickly with an evolving scope for the work, Jose was very transparent from beginning to end in terms of his availability, where he knew he could add the most value to complete the job under the time constraints we were facing and he managed to deliver a high quality deliverable that was easy to understand and take forward. He is proactive and communicates clearly with comprehensive detail which is exactly what we needed.