Excel Financial Model Review

@simplifitax

As a Chartered Accountant and ACA qualified professional, I have built a career on ensuring numbers are accurate, financial models are robust, and the overall financial health of organizations is in order. I bring to the table 9 years of experience helping businesses, including startups and growing companies, to manage their finances with precision and confidence. My entire skill set is precisely what you need for this project; from accounting and financial consulting to tax planning, auditing, compliance, IFRS, financial modeling and more. My commitment to detail is unwavering. I thoroughly understand the importance of verifying data accuracy line by line like you require for this project. My experience has also taught me the significance of refinessing formatting and presentation, making your Excel file not only board-ready but also easy to understand during audits or for outsiders. Lastly, let's not overlook my dedication to delivering results that go beyond expectations. Beyond providing you with a clean Excel file devoid of any formula or data error, I'll also provide a detailed change log noting all the amendments made. This promises accuracy and traceability in every calculation performed in the financial model going forward. Trust me with this project and you won't be disappointed.

@Sonny85

* PLEASE CHECK OUT MY PORTFOLIO TO SEE PREVIOUS WORK SAMPLES * Hello, I can help review, validate, and optimize your financial model/Excel workbook to ensure it is accurate, dynamic, and decision-ready. As an MBA (Strategy & Finance) and Business & Financial Consultant, I specialize in financial modeling, forecasting, and startup fundraising. What I will deliver: • Comprehensive Model Review: Validate formulas, assumptions, calculations & logic • Financial Accuracy: Identify errors, inconsistencies, and downside risks • Dynamic Optimization: Improve flexibility, structure, and usability of the model • Scenario & Forecast Review: Refine assumptions for stronger decision-making • Collaborative Approach: Shared-screen review to align on priority areas • Detailed Change Log: Transparent documentation of all revisions made Experience across Tech, Healthcare, E-commerce, EdTech, Manufacturing & Sustainability, including corporate exposure at Bristol-Myers Squibb (France). Best regards, Shashwat S.

@nNamanrRathi

Hi I am a chartered accountant with 7-plus years of experience in Financial modelling, Advance excel, Forecasting etc. I can definitely review your work over the screen sharing. Let me know if we can discuss this ahead.

@RubinTh

I have strong financial modelling experience and can sit with you remotely to work through your five-year projection workbook and make every formula and figure solid. I will walk through each sheet checking calculation integrity, verify data line by line and identify hardcoded figures that should be dynamic, refine formatting and presentation to board-ready standard, and run sensitivity checks on assumptions while confirming downstream impact on P&L, balance sheet, and cash flow. I will deliver the corrected fully working Excel file and a concise change log noting formulas amended, data issues fixed, and layout improvements made. Happy to review the file ahead of the call so I can flag priority areas before we screen-share. My rate is negotiable.

@Joelite17

I have extensive experience reviewing and auditing complex Excel financial models, including multi-year revenue, expense, cash-flow, and integrated financial statement projections. I can systematically validate formulas, trace precedents and dependents, identify hard-coded values, and ensure all calculations are dynamic, transparent, and internally consistent. During the live review session, I'll walk through each worksheet with you, stress-test assumptions, and verify the impact on the P&L, balance sheet, and cash-flow statements. I am comfortable using advanced Excel functions, lookup formulas, statistical calculations, and financial modeling best practices. Beyond accuracy, I'll improve formatting, documentation, and model usability so the workbook is presentation-ready and easy to audit. You'll receive a corrected workbook along with a concise change log detailing all fixes, formula updates, and presentation enhancements. I can also review the file before our call and identify priority areas to maximize the efficiency of our session.

@roopaliagrawal24

I am a Chartered Accountant with experience of more than 10 years in the field of Project Report and CMA Preparation. I have successfully completed various similar projects which can be reviewed in my profile. I am interested in your said assignment and look forward to connect to you. Please feel free to contact over chat for detailed discussion.

@shobhitak8

Hi, I’m a Chartered Accountant (CA) with 5+ years of experience in financial modeling, financial analysis, and advanced Excel reporting. I specialize in reviewing and strengthening financial models to ensure accuracy, transparency, and investor-ready presentation. I can conduct a detailed review of your 5-year projection workbook, including verification of financial calculations, lookup formulas, data links, and worksheet dependencies. I will identify and correct hard-coded values, broken references, formula inconsistencies, and data issues to ensure the model produces reliable and traceable outputs. During our review session, I can test assumptions and sensitivity scenarios in real time, validating their impact on the P&L, Balance Sheet, and Cash Flow Statement. I will also refine formatting, structure, and presentation to make the workbook clean, professional, and easy to audit. Deliverables: ✔ Corrected and fully functional Excel workbook ✔ Change log detailing formula fixes, data corrections, and formatting improvements ✔ Recommendations to improve model robustness and usability I have experience working on startup, fundraising, valuation, and management reporting models and understand the importance of building accurate, audit-friendly workbooks. Timeline: 1 Days Fee: ₹12,500 Happy to review the file beforehand and discuss any specific concerns. Best, Shobhita | CA Professional & Financial Modeling Expert | India

@sanhatifinance23

As a financial analyst and business consultant with a strong background in financial modeling, data analysis, and market research, I am equipped to deliver the meticulous examination your Excel financial model demands. Having worked specifically with clients in capital raise preparation and investment committee analysis, I am well-versed in ensuring the highest level of accuracy, traceability, and board-ready presentation in financial models. My expertise spans across various sectors such as real estate, renewable energy, banking and finance, providing me with the needed know-how to identify errors and make necessary adjustments to ensure dynamic data manipulation. In addition to this, I am skilled in scenario and sensitivity analysis which will be crucial while confirming downstream impacts on your profit & loss statements and cash-flow reports. Finally, my strength in executive reporting cannot be underrated. I understand the need for clear data representation and precise communication when dealing with complex financial models. With this in mind, I propose to provide not only the corrected Excel file but also a comprehensive change log that tracks every single formula amendment made, data issues fixed, and layout improvements executed. This way you'll have a thorough record of each adjustment made.

@extreamcode

Hi, As an experienced data specialist, software developer, and automation expert, I believe I have the precise skill set for a comprehensive review and optimization of your complex financial model. My background in building secure technical solutions, refining code quality, and delivering board-ready outputs aligns perfectly with your project needs. Over the past 15 years, I have developed full-stack software ranging from admin panels to SaaS tools leading to my avid knowledge of Excel and keen eye for detail when it comes to data manipulation formulas - exactly what an analysis as intricate as yours requires. Furthermore, my proficiency in SQL will serve your need to verify data accuracy, ensuring that no hard-coded figures slip past us. What sets me apart is not only the broad range of projects I've successfully undertaken but a personal dedication to the work's ethics. This commitment included going beyond just completing the task at hand, by creating comprehensive documentation, providing robust troubleshooting solutions as well as offering post-completion support. In hiring me you'll receive not only accurately working Excel files but a full guarantee of their reliability and security. Let's ensure every number matters together! Thanks!

@sudhir0112

Hello, I have experience reviewing Excel-based financial models, validating formulas, and improving workbook accuracy and presentation. I can thoroughly audit revenue, expense, cash-flow, and supporting calculation sheets to identify errors, hard-coded values, and formula inconsistencies. During our screen-sharing session, I will review assumptions, test sensitivities, and verify downstream impacts across the model. I focus on creating transparent, traceable, and audit-friendly workbooks. All corrections and improvements will be documented in a concise change log. I am available to review the file in advance and highlight priority areas before our call. I look forward to helping finalize a reliable, board-ready model.

@AdeebaShamsi

As a chartered accountant and property manager with four years of hands-on experience, I'm confident that I can deliver exactly what you're looking for in this project. My expertise extends to a broad range of financial management and accounting tasks, several of which overlap strongly with the requirements stated in your project description. This includes but is not limited to sophisticated tasks such as income tax preparations, general accounting, cash flow analysis, and scrutiny of accounts - all areas directly relevant to your project. I am also very familiar with the financial software which includes Quickbooks and XERO where your Excel file is concerned. In fact, I'veworked extensively on preparing monthly financial reports like yours, that require data accuracy checks in line-by-line auditing to ensure the outputs are reliable and clean. The crucial element here is an understanding that even small errors can have large downstream implications on your P&L sheet or balance statement; a sensitivity I am well-versed in maintaining. Lastly, efficiency is accompanied with clarity in my work and so upon completion, alongside the corrected workbook you requested, I will also provide a detailed change log. It will outline every formula amended, data-issue rechecked and layout-improved throughout this review process.

@Ehabjara

Hello, I would be a strong fit for this project. My background includes financial analysis, process improvement, and advanced Excel-based reporting, allowing me to review complex models with a critical eye for accuracy and logic. I can help validate formulas, identify hard-coded values, test assumptions, verify links across worksheets, and ensure the model is presentation-ready and easy to audit. I am also comfortable reviewing P&L, balance sheet, and cash flow relationships to confirm consistency throughout the workbook. I am available for a live screen-sharing session and can review the file beforehand to identify priority areas and maximize our time together. Best regards, Ehab

@vikramb73

Hello, I’d be a strong fit for this project. I have experience reviewing and refining **financial models, forecasting workbooks, and Excel-based planning tools**, with a focus on formula integrity, auditability, and presentation quality. I understand that your model is already built. My role is to act as a second set of expert eyes to validate the logic, stress-test assumptions, and ensure the workbook is fully reliable for decision-making and external review. ### What I will help with: #### Financial Model Audit • Review revenue, expense, and cash-flow calculations • Validate links between supporting schedules and financial statements • Check lookup formulas, statistical calculations, and dependencies • Identify broken links, inconsistencies, and hidden errors #### Formula & Data Integrity • Detect hard-coded values that should be dynamic • Verify calculation flows across worksheets • Test assumptions and scenario logic • Ensure outputs remain accurate under sensitivity analysis #### Board-Ready Refinement • Improve workbook structure and navigation • Enhance formatting and readability • Standardize inputs, assumptions, and outputs • Make the model easier to audit and maintain ### Deliverables ✔ Corrected and fully functioning Excel workbook ✔ Concise change log detailing: * Formula corrections * Data issues resolved * Structural/layout improvements * Recommendations for future maintenance

@yogeshs124

I have made many projections and many bs cfs pnl projected provisional and audited, I have done statutory audits tax audits which is exactly validating I have reviewed other employees fs too