Need FP&A (Financial Planning and Analyst)

@snehamehta525

Hello, I'm Sneh, and I can help transform your financial model into a powerful decision-making tool for your technology business. I will validate your existing assumptions, build flexible 12- and 24-month forecasting models, automate reporting workflows, and create board-ready management reports with clear variance analysis. Additionally, I'll develop interactive dashboards showcasing key SaaS metrics such as ARR, NRR, CAC, LTV, cash burn, and runway using Power BI, Tableau, or Looker Studio. My focus is on delivering an accurate, automated, and scalable financial reporting solution that enables faster strategic decisions and supports your company's growth. I look forward to discussing your current model and how I can help optimize it.

@nareshk44

As the head of a fast-growing tech company, your financial planning and analysis needs are challenging but exciting. With over five years of experience in budgeting, forecasting, and financial modeling, I have precisely what it takes to tighten the link between your strategy and your numbers. I am skilled in Excel, Google Sheets, Power BI, Tableau, and Looker Studio, which ensures an updated, self-contained model adaptable to your needs. One key advantage of working with me is my expertise in data validation and interpretation. I'll take an in-depth look at your current assumptions, ensuring they reflect your unique growth trajectory. My end products go beyond numbers; they tell clear stories reflecting the past and driving future decision-making. For example, in this project, you can expect concise monthly and quarterly packs showcasing variance drivers with clear commentaries - all board-ready. Additionally, I understand the immediate need for accessible data insights that reflect your performance metrics as a tech company. My proficiency extends to KPI creation using tools like Power BI or Tableau where I'll diligently highlight metrics like ARR, NRR, CAC, LTV giving you a comprehensive overview of your SaaS operation's performance. With me on board for this project, you can count on automated data refresh for actuals as well as a cloud-hosted dashboard that goes beyond live user access to easy snapshot exports technology for evidence-based decision making

@simplifitax

As a seasoned CPA with nearly a decade of experience, I'm confident I can provide the financial expertise your growing tech company needs. My specialties in budgeting, forecasting, and financial modeling are directly aligned with what you're looking for. I regularly validate assumptions, build rolling forecasts, and analyze financial statements. I've always loved the challenge of transforming complex data into clear, concise information that can be used to make informed decisions. I'm also intimately familiar with the metrics that matter most to SaaS and technology companies like yours. Metrics such as ARR, NRR, CAC, LTV, cash burn, and runway are not foreign to me; they're part of my daily work. This ensures that whether I'm preparing a management pack or creating dashboards in Power BI or Tableau for you, I know exactly what needs to be highlighted so that your leadership team can grasp key information at a glance. Finally, it's worth noting that I bring more than just technical skills to the table. For close to a decade now, I have been providing practical and accurate solutions tailored to startups and growing businesses like yours; more importantly, solutions that ensure compliance while spurring on sustainable growth. Having worked on similar projects in the past has honed my ability to deliver swiftly without compromising quality.

@besho87

Hello, I’d be happy to help enhance your financial model and reporting workflow. I hold an MBA and have extensive experience in financial modeling, budgeting, forecasting, Power BI, Excel automation, dashboard development, and management reporting. I have worked on projects involving three-statement models, SaaS KPIs, board reporting, and automated financial analysis. I can help with: • Validating and optimizing your existing financial model • Building dynamic 12- and 24-month rolling forecasts • Automating monthly and quarterly management reports • Performing variance analysis with executive-ready commentary • Creating interactive dashboards in Power BI or Looker Studio • Tracking key SaaS metrics including ARR, NRR, CAC, LTV, cash burn, and runway • Automating data refresh from CSV or SQL sources Deliverables: • Enhanced Excel/Google Sheets financial model • Automated reporting workflow • Interactive executive dashboard • Board-ready PDF reporting pack • Clear documentation for future maintenance I can start immediately and work closely with you to deliver a scalable, accurate, and decision-focused financial reporting solution. Best regards.

@sudip20simkhada

Hi, I have done management with IT. So I can do the job perfectly. Can we discuss on chat, please?......................

@SyedTaha04

Hi, This is exactly the type of financial modeling and FP&A work I’ve completed before. I have experience building and enhancing three-statement financial models, budgeting, forecasting, management reporting, and interactive BI dashboards. I also hold professional qualifications in finance, giving me a strong foundation in financial analysis and reporting. I’d be happy to share relevant samples. I can: • Validate and improve your existing financial model • Build flexible 12- and 24-month rolling forecasts • Prepare board-ready management packs with variance analysis • Create interactive Power BI/Tableau dashboards for ARR, NRR, CAC, LTV, cash burn, and runway • Automate data refresh and maintain a clean, version-controlled model My focus is on delivering accurate, scalable, and investor-ready financial reporting that supports better strategic decisions. I can start immediately and would be happy to discuss your requirements further. Regards, Taha

@Bokha

Hi, a three-statement model only earns its keep when the assumptions are sharp and the workflow is automated; that's the FP&A lens I bring. I'm a Senior Financial & Commercial Analyst Consultant with 8+ years and executive experience in retail and manufacturing, focused on budgeting, forecasting and performance analysis for leadership. For your fast-growing tech company I'll validate and tighten the assumptions in your existing 3-statement model, build a cleaner driver-based budgeting and forecasting workflow, add variance analysis (budget vs actual) and the KPIs that link strategy to numbers, and automate the refresh so updates flow with minimal manual work. I can also surface scenarios and a simple executive dashboard. Share your current model and the metrics that matter most and I'll start with a quick review of where the assumptions and automation can improve. Available to start now.

@ConnectDocsMedia

We can help review the current assumptions, improve the forecasting structure so 12 and 24 month projections stay flexible, and automate the reporting side so actuals can flow in without manual cleanup every cycle. For SaaS metrics especially, tracking things like ARR, CAC, LTV, burn, runway, and retention properly inside dashboards usually makes board reporting much easier. The dashboard side can be handled through Power BI / Looker Studio / Tableau depending on how your current data is structured, along with automated reporting outputs and board-ready exports so reporting becomes less manual going forward. If the current model is already built in Excel or Sheets, reviewing the existing structure first would probably be the best starting point.

@gunjan1711

- I have hands-on experience in financial analysis, budgeting, forecasting, KPI reporting, and executive dashboard development using Excel, Power BI, SQL, and advanced analytics. - My expertise includes three-statement financial analysis, rolling forecasts, variance analysis, cash flow monitoring, profitability reporting, and business performance dashboards. - I have built forecasting models and executive reporting solutions that automate monthly reporting, scenario analysis, and management decision-making. - I can validate your existing financial model, develop flexible 12- and 24-month forecasts, automate actuals integration from CSV or SQL sources, and create board-ready management reports. - In a recent project, I developed a PHP API, integrated database data into Power BI, and created automated real-time dashboards for business performance monitoring. - The dashboard will track SaaS KPIs including ARR, NRR, CAC, LTV, cash burn, runway, revenue trends, and financial performance using interactive Power BI visualizations. - I focus on building scalable financial models with transparent assumptions, automated workflows, and executive-friendly reporting that supports strategic decision-making. - Deliverables will include the updated financial model, automated reporting workflow, interactive dashboard, and documentation for future maintenance. Reference work is available in my profile.

@Ritesh11gupta

I see you're looking to connect strategy with financial planning. I have solid experience with Tableau and Power BI that can help visualize your data effectively. What specific insights are you hoping to gain from this analysis?

@yogeshs124

I have built drafted validated financial models including budgets before I have built a fully robust assumptions driven budgeting model before I can build it for you too

@Amish741

I am a Financial Strategy & Analytics Consultant, and I am delighted to submit my bid for your Financial Planning, Reporting & Dashboard project. I will begin by auditing and validating your existing three-statement model, then build rolling 12- and 24-month scenario-ready forecasts, automate the refresh of actuals via CSV or SQL connector, and produce concise monthly and quarterly management packs — complete with board-ready variance commentary — exportable to PDF in a single click. On top of this, I will design and deploy a cloud-hosted interactive dashboard (Looker Studio, Tableau, or Power BI) surfacing the SaaS metrics that matter most to your business: ARR, NRR, CAC, LTV, cash burn, and runway. The final deliverable will be a self-contained, version-controlled model in Excel or Google Sheets, a live dashboard with user-level access and snapshot export, and a one-click PDF board pack — all handed over with documentation and a training session within six weeks of kick-off. I am confident this engagement will give your leadership team the financial intelligence it needs to make faster, sharper decisions, and I would welcome the opportunity to discuss the scope further at your earliest convenience. Best regards, Muhammad Amish Imtiaz

@HamzaScale

We recently helped a technology company achieve improved financial strategy alignment. We specialize in enhancing financial workflows for growing businesses. I noticed your need for a more automated workflow in maintaining a detailed financial model. Our services include creating flexible forecasts, concise management packs, and interactive dashboards with a focus on SaaS/technology metrics. With 75+ 5-star reviews on similar projects, we offer expertise in budgeting, forecasting, financial analysis, and dashboard creation. We assure a seamless, professional, and integrated solution tailored to your specific requirements. Let's collaborate to elevate your financial planning and analysis processes. Looking forward to delivering exceptional results for your fast-growing tech company. Regards, Hamza