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I have already built a detailed financial-forecasting model in Excel, but before I rely on it for upcoming planning sessions I want a second set of expert eyes on every piece of it. Your task is to dig into three areas: • Assumptions and inputs – check that my drivers make sense, flag anything unrealistic and suggest better sources or ranges where needed. • Formulas and calculations – trace the logic, catch any link errors or circular references, and confirm that outputs flow correctly through the statements, schedules and ratios. • Overall structure and presentation – streamline layout, add clarity with labels or grouping, and leave the workbook easy for others to navigate. Please add comments directly in-sheet, turn on Excel’s Track Changes (or use Google Sheets suggestions if that is easier), and deliver a short summary note highlighting critical issues and quick wins. I will provide the model, notes on key scenarios and a brief of how the forecast feeds our decision-making process. Once the review is complete, we will have a quick call to run through your findings so I can implement or sign off your recommendations. Accuracy, clear communication and respect for confidentiality are essential.
Project ID: 40435902
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Active 6 days ago
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31 freelancers are bidding on average $168 USD for this job

Hello, I have extensive experience reviewing and validating complex Excel financial models used for forecasting, budgeting, investor presentations, and management planning. I can thoroughly review your model to ensure the assumptions, formulas, and financial logic are reliable before you use it for decision-making. You will receive: • Validation of assumptions, drivers, margins, growth rates, and forecasting logic • Formula and calculation review including broken links, inconsistencies, and circular references • Verification that statements, schedules, cash flow, and ratios flow correctly • Structural and presentation improvements to make the workbook easier to navigate and understand • In-sheet comments and tracked recommendations • A concise summary of critical issues, risks, and quick wins I have 35+ years of experience in financial analysis, FP&A, forecasting, financial modeling, and management reporting across multiple industries. Confidentiality, accuracy, and clear communication are always a priority. In addition, I can integrate OpenAI / ChatGPT API capabilities into Excel models to generate automated financial insights and analysis from numbers and text. Best regards, Dov
$140 USD in 7 days
7.5
7.5

Hello, I am a business & financial Advisor providing services of writing business plans, feasibility studies, financial models & business valuation reports. I am CA finalist from Institute of Chartered Accountants of Pakistan and working in this field since 2010. During my 12 years' professional career, i have had the pleasure of representing my clients to international investors and discuss new business ideas & prospective plans for fund raising. We conduct secondary research with detailed analysis of the market including market share, competitors, pricing etc Please see my portfolio to check my sample work. We are well versed in preparing financial projections tailored to the business needs & market demographics and based on solid assumptions. i know how to present information to investors and what to include to get his attention. Please send me message and see my work. I am available to discuss further about your business, financial model and market demographics. Please contact and discuss the details.
$140 USD in 2 days
7.1
7.1

With over 15 years of experience as a data scientist, I have built an extensive repertoire of skills that align perfectly with your project needs. My expertise in advanced spreadsheet design, financial modeling, and data analysis will enable me to conduct a comprehensive and meticulous peer review of your financial-forecasting model. I fully grasp the importance of solid assumptions, accurate calculations, and effective structures in any financial model. Hence, I have honed my skills in managing spreadsheets to ensure all drivers make sense and are realistic within sensible ranges. I am rigorous in tracing logical flaws such as linking errors and circular references to ensure that outputs flow seamlessly across statements, schedules, and ratios. Another significant aspect of my skill set is my proficiency with collaborative Google Sheets solutions. Using this feature, we can easily track changes and communicate throughout the project more efficiently. My aim is not only to identify critical issues but also provide quick wins that can amplify the decision-making process within your organization. Choose me for integrity, a keen eye for detail, exemplary Excel skills, and a commitment to confidentiality - I am confident we can produce outstanding results together.
$100 USD in 1 day
6.8
6.8

Hello As an experienced professional, I understand the importance of verifying and ensuring the accuracy of any financial model that underpins your crucial decision-making process. With my advanced skills in Excel, financial analysis, and deep understanding of finance, I can offer you a meticulous peer review that address all three dimensions mentioned: assumptions and inputs, formulas and calculations, and overall structure and presentation. Lastly, I value confidentiality intensely; you can rest assured that your model will be handled with strict confidentiality during my review. I'm fully equipped with Excel's Track Changes feature or can use Google Sheets suggestions if it is more convenient for you to access the changes. Let's get on a quick call after my review to allow for any clarification or additional discussion necessary to ensure smooth implementation of any recommendations I may suggest. You can rely on me to bring an added layer of precision to your existing model, turning it into an even more valuable tool for your planning sessions. Together we can make this happen! Thanks.
$140 USD in 3 days
6.0
6.0

Hi, I can assist with conducting a detailed review and validation of your Excel financial forecasting model to ensure the assumptions, calculations, and overall structure are accurate, reliable, and presentation-ready for planning and decision-making purposes. With experience in financial modeling, forecasting systems, budgeting tools, and Excel audit/review work, I can systematically evaluate: Assumptions, growth drivers, and input logic Formula consistency, broken links, and circular references Flow across financial statements, schedules, and ratio calculations Model transparency, scalability, and ease of navigation Layout clarity, labeling, grouping, and usability improvements I can provide: In-sheet comments and tracked recommendations Formula and logic validation notes Suggested improvements to assumptions and forecasting ranges Summary document highlighting key risks, critical issues, and quick wins A clean and organized review process suitable for team collaboration and future maintenance I understand the importance of confidentiality, accuracy, and practical financial interpretation, especially when the model supports strategic planning and operational decisions. Best regards, Naresh
$400 USD in 1 day
5.2
5.2

Having worked in finance and accounting for over 15 years, I bring to the table an array of skills that make me perfectly suited for this project. From bookkeeping and reconciliation to budgeting, forecasting and financial modeling, I've got the diverse accounting experience you need. Moreover, my specialization in remote bookkeeping means that I'm comfortable working on complex finance projects proficiently using Excel, QuickBooks or Google Sheets - whichever you prefer. When it comes to scrutinizing financial models, my attention to detail has consistently yielded positive outcomes for clients. I am skilled at assessing assumptions, identifying errors in formulas and calculations, as well as improving the overall structure and presentation. I will ensure that the outputs flow correctly through the statements and schedules while adding clarity through labeling or grouping. My prior engagements have often required a high level of confidentiality, underlining my commitment to data privacy. So rest assured that your financials will remain secure with me throughout this review process. In summary, choosing me guarantees not only the comprehensive review you desire but also quick turnaround and effective communication. Let my knowledge of your industry, proficiency with financial models and my dedication to precision enhance your decision-making process. It would be an honour to put my skills to work for your business!
$150 USD in 7 days
4.8
4.8

As a seasoned software engineer and cybersecurity specialist, I approach every task with a meticulous eye for detail. Combined with my degree in Software Engineering and Information Systems, my 5+ years of diverse project experience equip me to be the ideal match for your Financial Model Peer Review project. I have intricate expertise in Excel, having built numerous sophisticated models for clients across various industries. My familiarity with Business Analysis and Finance ensures that I am fluent in deciphering complex datasets like yours, making sense of drivers, improving ranges, tracing logic, and ensuring the correct flow of outputs. Moreover, my skills extend beyond model-building. Network security is a crucial element in today's world; so is maintaining confidentiality. I assure you that your data will be safe under my supervision throughout the project. In addition to tracking changes in Excel or using Google Sheets suggestions, I can employ other tools such as Cisco Packet Tracer or Wireshark as required. This adaptability stems from my comprehensive proficiency in Arduino IDE, Python, MySQL and more.
$243.33 USD in 2 days
3.6
3.6

⭐⭐⭐⭐⭐ ✅Hi there, hope you are doing well! I have reviewed similar detailed financial forecasting models where I validated assumptions, traced calculations, and improved structure to facilitate better decision-making - ensuring the process was smooth and error-free. The most important part for successful completion is thorough accuracy combined with clear communication and respect for confidentiality. Approach: ⭕ I will comprehensively check all assumptions and inputs for realism and suggest improvements. ⭕ Trace and verify every formula and calculation to catch errors, link issues, or circular references. ⭕ Enhance the overall structure by streamlining layout, adding clear labels, grouping relevant sections, and ensuring easy navigation. ⭕ Add clear comments directly in the sheet and activate Excel’s Track Changes for transparent review. ⭕ Provide a concise summary note highlighting critical issues and quick wins. ❓ Could you please confirm the key scenarios and specific areas in the forecast you want me to focus on during the review? I am confident my meticulous approach and experience will deliver a thorough and actionable peer review of your financial model. Best regards, Nam
$200 USD in 3 days
0.0
0.0

Start immediately | Timeline: 1 day for complete model review | Budget: $140 USD fixed I have experience reviewing and validating financial models involving forecasting, scenario analysis, operational planning, and investment decision support. Your workbook review is well suited for a structured audit process covering assumptions, formula integrity, model architecture, and presentation clarity. For your model, I would review: • Assumptions, growth drivers, ratios, and scenario logic • Formula consistency, broken links, hardcoded values, and circular references • Statement flow across P&L, balance sheet, cash flow, and supporting schedules • Sensitivity logic and forecast dependencies • Workbook organization, labeling, readability, and navigation structure • Opportunities to simplify or improve maintainability for future users I can provide in-sheet comments, tracked revisions, and a concise summary report highlighting critical risks, modeling inconsistencies, and quick optimization opportunities. Confidentiality, audit accuracy, and clean communication throughout the review process are priorities.
$140 USD in 1 day
0.0
0.0

Yaroomba, Australia
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