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5 YEAR P&L, Balance Sheet and Cashflow modelling on saas

$1500-3000 USD

Closed
Posted 5 months ago

$1500-3000 USD

Paid on delivery
I am looking for a freelancer to help transfer our Excel 5-year forecast into an online platform which is more agile, like of smart sheet, live plan or other recommended solutions are acceptable. The 5-year forecast will include a 5-year detailed sales forecasting by channel and customer, by-products if possible then link into a balance sheet and cashflows. We will be managing the data input and management on our own. The timeline for the completion of this project is within a month. Ideal Skills and Experience: - Strong expertise in Smartsheet, live plan or any other recommended saas software - Proficiency in advanced automation and integration techniques - Ability to create complex calculations and formulas in Smartsheet - Experience with data validation and conditional formatting in Smartsheet
Project ID: 37586947

About the project

47 proposals
Remote project
Active 4 mos ago

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47 freelancers are bidding on average $1,824 USD for this job
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Greetings! I am interested in learning more about your project needs. Please contact me via freelancer.com to discuss any pertinent details. Ranked the #1 business provider on www.Freelancer.com since 2010, I thank you for the opportunity to work on this important project. In the past 12 years, I have completed 1400+ business and strategy related projects which exceed $1.5 million. These plans have been used to raise more than $550 million in debt and equity. I have completed Bachelor and Master of Business Administration degrees and have worked for clients in 150+ countries, including Fortune 100 companies such as American Express, Morgan Stanley, Audi, FLIR, Verizon Wireless, Rent-A-Center and Cisco among others. I have looked at your project and would need more information to create a plan scope that would accomplish your intended goals. Couple of quick questions for you: 1. When do you want to start the project, and when do you need it finished? 2. When is a good time for a discussion between us to ensure I understand your needs and the project. Some Project Logistics: 1. I request milestones to be funded in advance of starting the project with 50% released upon delivery of a 1-2 page project scope and 50% released to me upon completion. 2. I use a questionnaire to gather data from you regarding your business, market and product/service. Please contact me through www.Freelancer.com to discuss project specifics and thank you in advance. Gregory Bair
$2,700 USD in 20 days
4.9 (768 reviews)
9.8
9.8
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Top 1% in Freelancer.com Hi, Greetings! ✅checked your project details: ✅Completed Time: In project deadline We have worked on 900 + Projects. I have 6 + years of the experience in same kind of projects. If you are looking for a true Freelancer, I am the Right person for you. I am available almost 24-7 and am very responsive. I feel proud that I am a trusted Freelancer who pleases almost every single client. You can rest assure, your work will be delivered well in advance of others, with passion and accuracy. I guarantee you instant communication & responses when you need me. Why choose me? I think every client is the reason for my success. I only take projects which I am sure I can do quickly. My Portfolio Items: https://www.freelancer.com/u/schoudhary1553 I would really like to work with you on this project. If interested, Kindly contact me via chat for further details and discussion. Thank you Sandeep
$2,200 USD in 10 days
4.9 (561 reviews)
8.5
8.5
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Hello there! My name is Akriti and I'm excited to hear about your project. With over 10 years of experience in the field of business planning and data processing, I am confident that I can help you bring your Excel 5-year forecast into an online platform that is more agile and smart sheet-like. I specialize in the use of Smartsheet, live plan and other recommended saas software tools to automate processes and make them more efficient. Additionally, I have proficiency in advanced automation techniques and ability to create complex calculations in Smartsheet. This makes me well suited to work on your project regarding the transfer of your Excel 5-year forecast into an online platform that is more agile. Additionally, as part of the project timeline I would need within a month completion timeframe. I believe that my skillset makes me the perfect fit for this project. If you'd like to know more about me or discuss further please don't hesitate to contact me directly.
$2,250 USD in 7 days
4.9 (393 reviews)
7.4
7.4
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Hi, Elevate your financial forecasting with a seasoned freelancer adept at translating Excel intricacies into dynamic online platforms. With expertise in Smartsheet, LivePlan, and other recommended SaaS solutions, I bring a wealth of experience in transforming 5-year forecasts into agile, interactive models. My strategic approach involves meticulous data structuring, detailed sales forecasting by channel and customer, and seamless linkage to balance sheets and cash flows. Proficient in advanced automation and integration techniques, I ensure your data is not just transferred but elevated for intuitive management. Let's collaborate to bring your financial vision to life within the specified month. Regards, Arwa
$1,500 USD in 7 days
4.9 (206 reviews)
7.6
7.6
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Hi, I am writing to express my interest in your project to transfer your Excel 5-year forecast into a more agile online platform, such as Smartsheet, LivePlan, or other recommended solutions. With a proven track record in leveraging Smartsheet and similar SAAS software, I bring a strong expertise in advanced automation, integration techniques, and the ability to create complex calculations and formulas. My experience includes detailed sales forecasting by channel and customer, as well as linking data into balance sheets and cash flows. I am confident in my ability to deliver a high-quality solution within your specified timeline of one month. Moreover, I am committed to ensuring a seamless transition for your team by providing support and guidance as needed. Key Skills and Experience: Proficient in Smartsheet, LivePlan, and other recommended SAAS software Advanced automation and integration techniques Expertise in creating complex calculations and formulas in Smartsheet Experience with data validation and conditional formatting in Smartsheet I am eager to contribute to the success of your project and look forward to the opportunity to discuss how my skills align with your needs in more detail. Thank you for considering my proposal. I am available at your earliest convenience to discuss the project further. Best regards, Mike
$2,000 USD in 7 days
4.9 (34 reviews)
7.0
7.0
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* PLEASE CHECK OUT MY FREELANCER PROFILE TO SEE FINANCIAL MODEL SAMPLES * Hi, I'm a Business/Startup & a Financial Consultant (MBA- Strategy & Finance) with 9+ years of experience in developing Business Plans, Financial Models, and Pitch Decks for Fundraising and Operational use. I have extensive experience working with SaaS, Software Development, and PaaS Startups. Please drop me a message so I can share relevant work samples. - A Bespoke and Investor-ready Financial Model (5-Year) will be drafted and delivered with desirable quality in a professional format. The Spreadhseet will be dynamic and automated with embedded formulas so you can crunch your own numbers if you like. - The content will consist of all essential elements and sections as mentioned below without limitation- >Financial Dashboard >Projected Revenue >Projected Salaries >Projected Capex and Depreciation >Projected Operational Expenses >Projected Profit & Loss >Funding Requirements >Projected Cash Flow >Projected Balance Sheet >Business Ratios >IRR, ROI, & Other Metrics >Enterprise Valuation (DCF, EBITDA/Revenue Multiple, VC Method, etc.) >Capital Table - All content will be delivered within stipulated time & budget with all revisions as deemed necessary by the client. Please contact me to discuss the project in detail. Sincerely, S. Singh
$1,666 USD in 5 days
4.6 (154 reviews)
7.4
7.4
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Hi! We are a professional business solutions firm having 10 years of experience in Business Planning, Financial Planning, Sales Planning, Marketing Planning, and a related suite of services. We prepare plans after detailed research while keeping in mind real business scenarios and the latest business trends. Let’s Discuss the scope of your project to move forward Regards McKenzie Solutions Lahore, Pakistan
$1,500 USD in 7 days
4.9 (61 reviews)
6.5
6.5
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Hi, Bringing extensive expertise in Smartsheet and other recommended SaaS solutions, I am well-positioned to seamlessly transfer your 5-year Excel forecast into a more agile online platform. With a focus on creating a detailed sales forecasting system by channel and customer, and linking it efficiently to balance sheets and cash flows, I ensure a streamlined and dynamic financial projection. My proficiency in advanced automation, and integration techniques, and the ability to create complex calculations and formulas in Smartsheet will expedite the transition process. Moreover, I excel in implementing data validation and conditional formatting to enhance the precision and visual clarity of financial data. I am committed to delivering a tailored solution within the stipulated timeline, empowering your team to manage data input and management effectively. Best Regards, Moiz.
$1,500 USD in 7 days
5.0 (31 reviews)
6.1
6.1
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Hi, I am an expert in Smartsheet, Live Plan and other recommended SAAS software. I have the necessary skills and experience to help you with your project: I have strong expertise in Smartsheet, Live Plan or any other recommended SAAS software which makes me ideal for this project because I know how to use advanced automation and integration techniques to create complex calculations and formulas in Smartsheet. This makes it easy for me to quickly input data into an online platform so it can be managed along the way. I also have considerable experience in data validation and conditional formatting in Smartsheet which will be necessary for the completion of this project within a month's timeline. My creativity and graphic skills will ensure that your copy is clear, impactful and entertaining while reaching its audience at the right time and place. Regards Zohaab
$1,500 USD in 7 days
4.7 (54 reviews)
6.5
6.5
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1. Expertise in handling Business Plans and Proposals, I will do Professional 5 YEAR P&L, Balance Sheet and Cashflow modelling on SaaS based on your requirement, Completed many Business Plans and Proposals for Startups, Companies, Small Firms with Financial Budget. Experienced MBA Finance. 2. I can handle Market research as well. Completed Business proposal for banks and to raise funds through investors, Budgeting, Financial forecast for next 3 to 5 years (P&L statements, cash flow statements, Sales forecast, etc.). 3. Also, expert in Feasibility study, Market strategies, SWOT analysis, Environmental analysis, PESTLE analysis, Marketing MIX, Segmentation, Project management, Financial consideration. I have done many similar projects on the given fields. 4. I will ensure that your project will be delivered on time with High Standard Quality. 5. Familiar in using all Referencing styles (APA/ Harvard / IEEE /MLA/etc.). 6. 100 % Assurance on zero percent plagiarism. 7. TURNITIN with AI detection plagiarism report will be provided along with completed work 8. Assistance will be provided with the number of clarifications until client satisfaction 9. I will provide assistance even after the payment. And will maintain data (content) security.
$1,500 USD in 3 days
4.6 (116 reviews)
6.5
6.5
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Hi, I have gone through the Job details and am interested in taking it up. I need you to share more details with me, and I will deliver the required tasks fast and accurately. We will negotiate my fees depending on how many hours it will take to fulfill the work. I’m Ahmed Hassanein. I’ve been working with MS Office since the 90’s as a user, developer, and trainer. I've been using formulas, VBA, and macros in Excel since 2004. I completed Excel VBA and Google Sheets Apps Script jobs for happy customers (check my job reviews). I have over 25 years of experience supporting systems and users in the information technology field such as office applications, domain servers, application servers, network security, information systems audit, etc. I would be happy if we connect to talk more about your Job and discuss how I can help you accomplish it. Thank you and kind regards, Ahmed Hassanein
$1,500 USD in 7 days
5.0 (33 reviews)
5.2
5.2
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I understand that you are looking for someone to help transfer your 5-year forecast into an online platform that is more agile. My skillset includes the ability to use Smartsheet, live plan or any other recommended saas software to complete the project within a month's timeline. Additionally, I have extensive experience in advanced automation and integration techniques which will be required for this project. Additionally, I am proficient in creating complex calculations and formulas in Smartsheet which will be required for this project. Moreover, I have validation skills and knowledge of data conditional formatting which will be required for this project. I believe I am the perfect person for this job because of my strong expertise in Smartsheet, live plan or any other recommended saas software as well as my proficiency in advanced automation and integration techniques which will be required for this project. Additionally, I have experience in data validation and conditional formatting which will be required for this project
$1,500 USD in 3 days
4.9 (21 reviews)
4.9
4.9
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I understand that you are looking for someone to help transfer your Excel 5-year forecast into an online platform that is more agile, like smart sheet. I believe I am the perfect person for this project because of my extensive experience in Smartsheet, live plan and other recommended saas software. I have the knowledge and skills necessary to create complex calculations and formulas in Smartsheet which will be necessary for the project. Additionally, my data validation and conditional formatting expertise will be invaluable when it comes to making sure all of the data is accurate and relevant for the project. My experience with Python and Excel makes me an ideal candidate for this project as it requires advanced automation techniques as well as the ability to create complex calculations and formulas in Smarts Sheet. I also have experience in data validation and conditional formatting which will be needed to make sure all of the data is accurate and relevant for the project. My commitment to delivering actionable results makes me an indispensable asset who is poised to contribute significantly to your organization's growth and success. Please feel free to reach out if you would like any additional information or if you would like me to set up a call so we can discuss further about the project!
$2,250 USD in 7 days
4.9 (49 reviews)
5.0
5.0
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Hi, I am poised to seamlessly migrate your 5-year Excel forecast to a dynamic online platform such as Smartsheet, Live Plan, or any recommended solution. Having successfully executed similar projects, I bring a wealth of experience to intricately detail your sales forecast by channel and customer, integrating it with balance sheets and cash flows. Proficient in advanced automation and integration techniques, I excel in crafting complex calculations and formulas in Smartsheet, ensuring optimal data validation and conditional formatting. My goal is to deliver a user-friendly, agile platform empowering your team to efficiently manage data, aligning with your timeline for project completion within a month. Come to chat to discuss the project further Regards, Arwa
$1,500 USD in 7 days
4.7 (12 reviews)
5.2
5.2
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Hello, my name is Adnan Gohar and I'm an experienced and results-driven professional with a strong understanding of project management, strategic planning, marketing, data analysis and automation. I've developed a diverse skill set that includes project management, strategic planning, marketing, and data analysis. With a track record of success in both corporate and entrepreneurial environments, I have the ability to lead teams and drive revenue growth while achieving results that exceed expectations. I am confident that I can help you achieve your goal of transferring your Excel 5-year forecast into an online platform that is more agile and like of smart sheet. I have the necessary expertise to complete this project within a month's timeline. My skills include strong expertise in Smartsheet which is one of the recommended solutions for this project; proficiency in advanced automation techniques such as integrations; as well as experience in data validation and conditional formatting in Smartsheet. If you choose me for this job please feel free to reach out with any further questions or concerns!
$2,250 USD in 7 days
5.0 (5 reviews)
4.7
4.7
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Hi, I am an expert and professional business planner. I just read your posting. It sounds like you need an expert business plan writer to complete your writing. I have a background in business and marketing plan writing and have been doing this for 5 years, and can give you quality business writing within timeframe. You can review one of similar projects in my portfolio here: https://www.freelancer.com/u/CRBW?w=f. I can write an original plagiarism free business plan. Kindly tell me more about your project of business plan. Let me know if my profile looks interesting, I will be able to start your work instantly. Please come over chat and discuss your requirement in a detailed way. Best Regards, Sehrish Ghulam Nabi
$1,500 USD in 1 day
4.8 (14 reviews)
4.5
4.5
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Hello Sir,  Hope you are doing well, You need a professional accountant with expertise in accounts & finance for your assignment. I am a professional accountant with MBA/MS Accounts & Finance, Member of Institute of Chartered Accountants having more than 10 years of experience accounts & finance including:  Balance sheet  Profit & Loss  Cash flow statements  Budgets  Payroll  Reconciliation Banks, Debtors, Creditors  Financial Forecasting & Analysis  Financial Modeling  Accounts Payable & Receivables  Audit  I am providing Financial and Accounts services in many organizations. I will do your task according to your expectations and accuracy with unlimited revisions. I can assure you best of my services in my filed. I am available for more than 40 hours in a week. If you choose me for your project, I guarantee that you will receive a professional and high-quality work in a timely manner. However, if you have any questions, please feel free to ask! I am welcoming. Anxious to hear a positive response from your side Regards, Tahir
$1,500 USD in 4 days
5.0 (15 reviews)
4.1
4.1
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Hello Sir, I am an experienced Cost and Management Accountant and Financial Analyst having more than 7+ years experience in Accounting and Finance. I can do this job efficiently as per your given instructions within the short time with 100% accuracy. Looking for your response. Thanks
$1,500 USD in 7 days
5.0 (9 reviews)
4.1
4.1
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I’m happy that I have your attention, even if it’s only for a little while, so I won’t waste your time…let’s get into it. I checked out the project info and I am excited to help you with the P&L and cashflow model! I am a Financial Analyst who specialises in investment writing, analysis, and storytelling with 20 years of experience writing high-quality and engaging investment-related content for fund managers, their clients, and their websites. I have a particularly strong background in ESG, sustainability, impact, conservation finance, and environmental investment writing/analysis, having helped many successful clients in this fast-evolving space. Financial Plan Sections:- • Assumptions • P/L • Cash flow Statement • Balance Sheet • Breakeven Analysis • Investment Appraisal • Loan Repayment Plan • Startup Summary • Revenue Forecast • Graphs and Tables As a financial EXPERT, I can help you with fundraising strategy and implementation such as: ✅ Business planning and strategic consultations (business plan writing, business development, strategic analysis, marketing plans, market entry strategies) ✅ Investor pitching, pitch deck drafting & fundraising strategy (angel investors, venture capital, and private equity) ✅Financial modeling, analysis & forecasting; ✅Market research (industry analysis, market sizing, competitive analysis, customer analysis, SAAS, SWOT analysis); ✅Startup growth hacking and scaling projects; I’m always here to help! Regards, Sunanda
$1,500 USD in 7 days
4.2 (8 reviews)
4.4
4.4
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I am committed to providing you with a comprehensive business plan that meets your goals and objectives. I will provide regular updates on the progress of the project and will ensure that your plan I am an experienced business consultant, specializing in writing business plans for small and medium-sized businesses. I am confident that I can provide you with a high-quality business plan that will meet your needs. I have written business plans for a variety of industries, including retail, hospitality, healthcare, and technology. I understand the importance of a well-crafted business plan and the impact it can have on an organization. I am well-versed in industry-specific terminology and have a thorough understanding of the financial components of a business plan. My rates are competitive and I will provide you with an accurate quote upon request. Thank you for your consideration. I look forward to working with you to create an effective business plan.
$1,500 USD in 2 days
4.8 (6 reviews)
3.6
3.6

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Dubai, United Arab Emirates
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Member since Dec 27, 2023

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