You will get Financial Modeling that adds value to your project or organization
Project details
Most freelance financial models are built by generalists. Mine are built by a Senior FP&A analyst who has spent 7+ years inside private equity-backed companies — presenting to Boards, PE investors, and C-suites. I don't just build clean spreadsheets. I build the same caliber of models that drive multimillion-dollar decisions at companies backed by institutional capital. You get PE-grade financial infrastructure at a fraction of the cost of hiring a full-time analyst.
The three things that actually set you apart from 95% of Upwork competition:
1. PE-backed company experience — most freelancers have never been inside a $100M–$300M PE-backed business. I've lived it at multiple companies.
2. Board and investor-ready output — I've presented to C-suites, Boards, and PE partners. You know what that audience expects, which means your deliverables are already calibrated to the highest standard.
3. I've done this at scale — 300+ employee budgets, multi-division operating plans, $3.5M in identified savings. These aren't classroom projects or small business side work. They're real, high-stakes deliverables.
The three things that actually set you apart from 95% of Upwork competition:
1. PE-backed company experience — most freelancers have never been inside a $100M–$300M PE-backed business. I've lived it at multiple companies.
2. Board and investor-ready output — I've presented to C-suites, Boards, and PE partners. You know what that audience expects, which means your deliverables are already calibrated to the highest standard.
3. I've done this at scale — 300+ employee budgets, multi-division operating plans, $3.5M in identified savings. These aren't classroom projects or small business side work. They're real, high-stakes deliverables.
Industry
Financial ServicesTarget Country
WorldwideWhat's included
| Service Tiers |
Starter
$500
|
Standard
$1,200
|
Advanced
$2,500
|
|---|---|---|---|
| Delivery Time | 1 day | 3 days | 5 days |
Spreadsheet |
Optional add-ons
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Fast Delivery
+$300 - $500About Michael
Senior FP&A Analyst | Financial Modeling | Budgeting & Forecasting |
Tampa, United States - 12:36 pm local time
I specialize in turning messy data into clean, decision-ready models — the kind that get presented to C-suites, Boards, and PE investors. My work has helped identify $3.5M in cost-saving opportunities, cut sunk labor costs by 40%, and reduce reporting time from hours to minutes.
What I can build for you:
• Annual budgets & operating plans (multi-department, multi-division)
• Cash flow projection models (weekly, monthly, multi-year)
• KPI dashboards in Excel, Power BI, or Tableau
• Sales pipeline and revenue forecasting models
• Labor & compensation models for growing teams
• Board/investor presentation decks with financial analysis
• Excel automation via VBA macros to eliminate manual work
Industries I know well: FinTech, Insurance, Aerospace/Defense, Healthcare, SaaS.
Every model I deliver is clean, documented, and built so your team can actually use it — not just understand it during a hand-off call.
Let's talk about what you need.
Steps for completing your project
After purchasing the project, send requirements so Michael can start the project.
Delivery time starts when Michael receives requirements from you.
Michael works on your project following the steps below.
Revisions may occur after the delivery date.
Step 1: Discovery call (30 min)
I'll schedule a call to understand your business, walk through your existing data, clarify the model's purpose and end users, and align on timeline. You'll receive a brief recap email with confirmed scope before any work begins