Financial Models

All of these financial models have different revenue drivers and dynamics based on the specific business that the forecast is for. Because of that, it is highly time-consuming to build for each industry. Bare with me while I slowly get through all the main industries and drill down from there.

When you make a purchase, the model will be sent directly to your email.

Buy Financial Models in Bulk
For bulk discounts, after you purchase, just e-mail me the names of the templates you want and I will send them.

 Mid Level Count: 68 ($45);  Intermediate Count: 4 ($75); Upper Tier Count: 7 ($125); Free: 1

Google Sheet Templates:

 Industry Specific Financial Models
General Business Models and Tools: 
Valuation
Excel Tools
Financial Model Purchase/Download Tutorial
So what type of Quant work can I do in excel/google sheets?
  • Real Estate Models: Integrating IRR hurdles, preferred equity splits, capitalization rate (cap rate), total returns, annual return calculations, pre/post tax cash flows, DCF/NPV analysis, DSCR, financing, amortization schedules and building clean summary/input pages that feed through the rest of the model for quick scenario checking of acquisitions or sponsor/investor situations. I do understand how to account for depreciation recapture, capitals gains tax, and seller fees when calculating cash flows for the selling year of the building(s).
  • Cash Flow Models: If you have a pro-forma and want to project out with all kinds of assumption variables, I can do that for you 5/10/15/20/30 years out. This may also mean building cash flow forecasts of complex instruments or businesses that have different ways that cash flow has to be analyzed. For me this is not typically an issue and I have worked with all kinds of financial instruments including debt financing, SaaS, cash advance, interest rate swaps and more.
  • Automated Transaction Categorization: Building import ready models that can deal with data in a more efficient way so that revenues/expenses from a bank statement can be categorized quickly and clearly. Remember my major was Accounting and I have a Bachelors of Science degree.
  • Data Visualization and Analytics to show various performance metrics based on sales, employee performance, product segment stats, etc... 
  • Scheduling templates.
  • I do have some experience working with scripts in google sheets and VBA/macros in excel. I am not an expert programmer, but can use it mainly for cleaning/organizing data.
  • I can apply just about any formula that is available in excel and use it in a wide variety of scenarios to give businesses the analytical power/end result that they need. Usually this means making the process of reporting/data analysis quicker.
My standard billing rate: $120/hour
Contact for hire:
jason@smarthelping.com
1-440-749-3438
View My Work History/Portfolio

Please note I don't hold a license to give investment advice but simply provide tools/analysis of data for the user to decide how to use themselves.

Note that if you do purchase one of the excel models, any work that is required that falls outside of the scope of that excel models' description will be billed at $120/hr.
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