ExcelModelsFinancial consulting & data analysis Follow 34
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ExcelModels
Financial consulting & data analysis
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Financial models & analytical tools that convert raw data into powerful works of art. ● MBA (Kellogg) & BS, Finance (U.C. Berkeley) ● 10 yrs consulting (freelance & McKinsey & Co.) ● 8 yrs running corporate FP&A & Analytics depts ● 5 yrs adjunct Finance Professor at two universities ● 2 yrs at value-oriented hedge fund
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Financial Projections Models
Branding & Brand Management
Real Estate Finance
Social Media
Industry Specific Financial Models
Sales
Leadership
Excel VBA
Bank Financial Models
Financial Markets
Cash Flow
Startup Financial Models
Discounted Cash Flow (DCF)
Corporate Finance
Debt Schedule
Three Statement Financial Models
Manufacturing
Startup Cap Tables
KPI Dashboards
Personal Finance
Investment Banking
5-Year Business Model (DEMO)
High-level 60-month model with integrated financial statements268Discussadd_shopping_cartfreeStartup Business Model (DEMO)
Startup Model for early-stage CEOs447Discussadd_shopping_cartfreeLender Business Model (DEMO)
Enables Lender or Creditor to compute loan originations, payouts, and loan sales. Displays up to 4 borrower profiles.154Discussadd_shopping_cartfreePersonal Finances Tracker (DEMO)
Simple model that calculates user's Net Worth and serves as a monthly budget tracker.321Discussadd_shopping_cartfreeClient Service Provider Business Model (DEMO)
A powerful and complete, Client Service Provider business model in Excel to forecast revenues and costs.148Discussadd_shopping_cartfreeStartup Business Model (UNLOCKED)
Startup Business Model for CEO of early-stage company167Discussadd_shopping_cart$29.00Social Media Manager Business Model (DEMO)
Forecast model for Social Media Managers to track costs, KPIs and ROI on digital activities.147Discussadd_shopping_cartfreeDynamic Graphing in Excel (DEMO)
Excel graphs that update and re-scale upon Pivot Table slicer click(s)109Discussadd_shopping_cartfreeGAAP-compliant Financial Model (UNLOCKED)
Financial Model compliant with GAAP & Wall Street reporting88Discussadd_shopping_cart$19.00Manufacturer Business Model (DEMO)
Allows Manufacturer to input business drivers for 3 business units, and generate integrated financials & exhibits814Discussadd_shopping_cartfreeSales Manager Comparison Tool (DEMO)
Model for Sales Manager to use in evaluating success of sales regions & staff324Discussadd_shopping_cartfreeCFO Model (DEMO)
Forecast model w/ integrated financials, cash budget, Equity, Capitalization, CapEx, OpEx, Payroll, and analytics tabs165Discussadd_shopping_cartfreeProperty Project Business Model (DEMO)
Model to track costs, project sales/revenue and profits from rentals and dues on a property project381Discussadd_shopping_cartfreeCash Budget Business Model (DEMO)
Forecast model w/ integrated financials and cash budget, for businesses that accept cash or credit for goods & services.210Discussadd_shopping_cartfree10-year Business Model (DEMO)
10-year model for a CEO of a small business, with 3 financial statements.198Discussadd_shopping_cartfreeDCF Valuation Model (DEMO)
Integrated 3-statement financial model with DCF Valuation tab245Discussadd_shopping_cartfreeBank Business Model (DEMO)
Forecast model for Bank or Credit Officer674Discussadd_shopping_cartfreeGAAP-compliant Financial Model (DEMO)
Financial Model compliant with GAAP & Wall Street filings92Discussadd_shopping_cartfreeManufacturer Business Model (UNLOCKED)
Allows Manufacturer to input business drivers for 3 business units, and generate integrated financials & exhibits110Discussadd_shopping_cart$79.00Lender Business Model (UNLOCKED)
Enables Lender or Creditor to compute loan originations, payouts, and loan sales. Displays up to 4 borrower profiles.81Discussadd_shopping_cart$79.0010-year Business Model (UNLOCKED)
10-year model with integrated financial statements, for a CEO of a small business79Discussadd_shopping_cart$39.00Property Project Business Model (UNLOCKED)
Model to track costs, project sales/revenue and profits from rentals and dues on a property project.76Discussadd_shopping_cart$39.003 Statement Financial Model (UNLOCKED)
Three-statement financial model including Income Statement, Balance Sheet, and Cash Flows23Discussadd_shopping_cart$39.00Cash Budget Business Model (UNLOCKED)
Forecast model w/ integrated financials and cash budget, for businesses that accept cash or credit for goods & services.63Discussadd_shopping_cart$79.00DCF Valuation Model (UNLOCKED)
Integrated 3-statement financial model with DCF Valuation tab63Discussadd_shopping_cart$39.00CFO Model (UNLOCKED)
Forecast model w/ integrated financials, cash budget, Equity, Capitalization, CapEx, OpEx, Payroll, and analytics tabs57Discussadd_shopping_cart$39.00Bank Business Model (UNLOCKED)
Forecast model for Bank or Credit Officer121Discussadd_shopping_cart$79.00Personal Finances Tracker (UNLOCKED)
Simple model that calculates user's Net Worth and serves as a monthly budget tracker.38Discussadd_shopping_cart$19.003 Statement Financial Model (DEMO)
Three-statement financial model including Income Statement, Balance Sheet, and Cash Flows. Also includes DCF valuation.70Discussadd_shopping_cartfreeBrand Manager Business Model (UNLOCKED)
Business Model for a Brand Manager to understand the financial implications of each revenue stream27Discussadd_shopping_cart$39.00Sales Manager Comparison Tool (UNLOCKED)
Model for Sales Manager to use in evaluating success of sales regions & staff32Discussadd_shopping_cart$19.00Client Service Provider Business Model (UNLOCKED)
A powerful and complete business model for Client Service Providers to forecast revenues and costs.31Discussadd_shopping_cart$39.00Social Media Manager Business Model (UNLOCKED)
Full forecast model for Social Media Managers to track costs, KPIs and ROI on digital activities.31Discussadd_shopping_cart$39.005-Year Business Model (UNLOCKED)
High-level 60-month model with integrated financial statements, on a single tab.54Discussadd_shopping_cart$39.00Decision Maker Tool (UNLOCKED)
Excel tool to help make difficult decisions, when faced with a number of similar or competing options.25Discussadd_shopping_cart$29.00Shares Outstanding Calculator (UNLOCKED)
An Excel model to compute the actual and weighted shares of the outstanding accrued in the various options pools.25Discussadd_shopping_cart$19.00Brand Manager Business Model (DEMO)
Business Model for a Brand Manager to understand the financial implications of each revenue stream92Discussadd_shopping_cartfreeShares Outstanding Calculator (DEMO)
An Excel model to compute the actual and weighted shares of the outstanding accrued in the various options pools.115Discussadd_shopping_cartfreeDecision Maker Tool (DEMO)
Excel tool to help make difficult decisions, when faced with a number of similar or competing options.67Discussadd_shopping_cartfreeDynamic Graphing in Excel (UNLOCKED)
Excel graphs that update and re-scale upon Pivot Table slicer click(s)34Discussadd_shopping_cart$79.00
