ExcelModelsFinancial consulting & data analysis
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ExcelModels
Financial consulting & data analysis
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BioFinancial 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
Excel VBA
Bank Financial Models
Financial Markets
Cash Flow
Startup Financial Models
Debt Schedule
Manufacturing
Branding & Brand Management
Real Estate Finance
Social Media
Industry Specific Financial Models
Sales
Leadership
Investment Banking
Startup Cap Tables
KPI Dashboards
Personal Finance
Bank Business Model (DEMO)
Forecast model for Bank or Credit Officer209DiscussfreeBusiness Model w/ Cash Budget (DEMO)
Forecast model w/ integrated financials and cash budget, for businesses that accept cash or credit for goods & services.46DiscussfreeManufacturer Business Model (DEMO)
Allows Manufacturer to input business drivers for 3 business units, and generate integrated financials & exhibits190DiscussfreeProperty Project Business Model (DEMO)
Model to track costs, project sales/revenue and profits from rentals and dues on a property project114DiscussfreeSales Manager Comparison Tool (DEMO)
Model for Sales Manager to use in evaluating success of sales regions & staff72DiscussfreeStartup Business Model (DEMO)
Startup Model for early-stage CEOs43DiscussfreeLender Business Model (DEMO)
Enables Lender or Creditor to compute loan originations, payouts, and loan sales. Displays up to 4 borrower profiles.44DiscussfreeSocial Media Manager Business Model (DEMO)
Forecast model for Social Media Managers to track costs, KPIs and ROI on digital activities.44DiscussfreePersonal Finances Tracker (DEMO)
Simple model that calculates user's Net Worth and serves as a monthly budget tracker.55DiscussfreeDynamic Graphing in Excel (DEMO)
Excel graphs that update and re-scale upon Pivot Table slicer click(s)24DiscussfreeGAAP-compliant Financial Model (UNLOCKED)
Financial Model compliant with GAAP & Wall Street reporting36Discuss$29.00Brand Manager Business Model (UNLOCKED)
Business Model for a Brand Manager to understand the financial implications of each revenue streamNew!Discuss$39.00Sales Manager Comparison Tool (UNLOCKED)
Model for Sales Manager to use in evaluating success of sales regions & staffNew!Discuss$39.00Client Service Provider Business Model (UNLOCKED)
A powerful and complete business model for Client Service Providers to forecast revenues and costs.New!Discuss$39.00Social Media Manager Business Model (UNLOCKED)
Full forecast model for Social Media Managers to track costs, KPIs and ROI on digital activities.New!Discuss$39.00Startup Business Model (UNLOCKED)
Startup Business Model for CEO of early-stage company15Discuss$39.00Mini 5-Year Business Model (UNLOCKED)
High-level 60-month model with integrated financial statements, on a single tab.New!Discuss$39.00Business Model w/ Cash Budget (UNLOCKED)
Forecast model w/ integrated financials and cash budget, for businesses that accept cash or credit for goods & services.New!Discuss$79.00Decision Maker Tool (UNLOCKED)
Excel tool to help make difficult decisions, when faced with a number of similar or competing options.New!Discuss$39.00Shares Outstanding Calculator (UNLOCKED)
An Excel model to compute the actual and weighted shares of the outstanding accrued in the various options pools.New!Discuss$29.00Lender Business Model (UNLOCKED)
Enables Lender or Creditor to compute loan originations, payouts, and loan sales. Displays up to 4 borrower profiles.15Discuss$79.00Mini 5-Year Business Model (DEMO)
High-level 60-month model with integrated financial statements38DiscussfreeBasic 10-year Forecast Model (DEMO)
10-year model for a CEO of a small business, with 3 financial statements.48DiscussfreeBrand Manager Business Model (DEMO)
Business Model for a Brand Manager to understand the financial implications of each revenue stream29DiscussfreeClient Service Provider Business Model (DEMO)
A powerful and complete, Client Service Provider business model in Excel to forecast revenues and costs.38DiscussfreeShares Outstanding Calculator (DEMO)
An Excel model to compute the actual and weighted shares of the outstanding accrued in the various options pools.20DiscussfreeDecision Maker Tool (DEMO)
Excel tool to help make difficult decisions, when faced with a number of similar or competing options.22DiscussfreeGAAP-compliant Financial Model (DEMO)
Financial Model compliant with GAAP & Wall Street filings21DiscussfreeDynamic Graphing in Excel (UNLOCKED)
Excel graphs that update and re-scale upon Pivot Table slicer click(s)New!Discuss$79.00Bank Business Model (UNLOCKED)
Forecast model for Bank or Credit Officer27Discuss$79.00Basic 10-year Forecast Model (UNLOCKED)
10-year model with integrated financial statements, for a CEO of a small business11Discuss$39.00Manufacturer Business Model (UNLOCKED)
Allows Manufacturer to input business drivers for 3 business units, and generate integrated financials & exhibits22Discuss$79.00Property Project Business Model (UNLOCKED)
Model to track costs, project sales/revenue and profits from rentals and dues on a property project.16Discuss$39.00Personal Finances Tracker (UNLOCKED)
Simple model that calculates user's Net Worth and serves as a monthly budget tracker.New!Discuss$29.00
