Financial Modeling Consulting Service

What is a Financial Model?

Financial Model Definition

A financial model is a mathematical representation of a financial scenario. A financial model typically starts with a snapshot of the financial situation, then adds, or “models” financial activity for a scenario, such as cash flow in an inflationary environment. A financial model could be chalked on a blackboard, written on the back of an envelope, or even scribbled on a bar napkin. For our purposes, a financial model is developed on a Microsoft Excel spreadsheet. When planning a financial model, I’m more likely to scribble concepts, inputs, and thoughts on 3 x 5 note cards rather than bar napkins.

Financial Modeling Common Mistakes

Most financial modeling creations are ‘one size fits me’ creations that work for the modeler, but often don’t work well for the modeler’s colleagues, clients, and partners. Below are some common financial modeling mistakes that can be improved upon.

  • Inputs are not intuitive.
  • Variables are not easily identified.
  • Key metrics do not jump off the screen at you.
  • The model is ugly.
  • The model uses unnecessary ink.
  • The spreadsheet uses ‘hard-coding’ instead of a formula, preventing upstream visibility.

Your Financial Modeling Advantage

Accurate modeling. Attractive layout. Intuitive design. Built by a seasoned professional.

You get a dependable financial model customized to give your decision makers the insights they need. Your executive summaries are board room quality and high on relevant information while low on ink. You avoid chart junk, distracting shading, and obtrusively dark borders. Focus on making informed business decisions. When your workload outweighs capacity, your financial modeling consultant provides immediate proficiency.

Modeling Projects

Examples of the financial modeling projects that I’ve developed or improved:

    • Business Valuation Spreadsheet Model
    • Compensation Spreadsheet Model
    • Year To Year Profit Margin Variance Analysis
    • Hotel Buy or Build Cash Flow Analysis and Dashboard
    • Custom Countertop Key Performance Metrics Spreadsheet
    • Electrician Financial Statements Spreadsheet

What is a Financial Modeling Consultant?

Financial Modeling Consultant Definition

A financial modeling consultant builds and improves financial modeling spreadsheets. The financial modeler has expertise in corporate finance, cash flows, and Generally Accepted Accounting Principles (GAAP). A financial modeling consultant is a spreadsheet expert who has an eagle eye for design. “Always be simplifying.”

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