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Hiring a Freelance Financial Modeler

Financial modelling – the corporate value driver

Financial modelling is a representation in numbers of a company's operations and intended investments in the past, present, and the forecasted future. Such models are intended to create financial transparency and visibility in order to be used as decision-making tools.

Company executives might use them to estimate the costs, revenues and projected profits and value contribution of existing operational units or proposed new projects, e.g. a CAPEX investment, an acquisition (M&A) or an OPEX optimization.

Financial models are used to estimate the value contribution of a business, a project or to compare businesses to their peers in the industry. They also are used in strategic planning to test various scenarios, calculate the cost, revenue or savings contribution of new projects, decide on/ prioritize budgets, and allocate corporate resources to maximize company value.

Financial transparency and visibility - the no. 1 corporate value driver

What are the key purposes within the financial modeling discipline?

  • Financial Planning & Analysis (FP&A)
  • Financial Controlling
  • Corporate Finance 
  • Valuation
  • Mergers & Acquisitions (M&A)
  • Financial Market Research
  • Comparable Company Analysis
  • Project Management/ Project Appraisal

What are the achievements areas of the financial modeler?

  • Create a basis for better strategic and operational decision-making (e.g. Green- and Brownfield projects, ‘Make or Buy’ decisions, M&A valuations, cost optimization projects). 
  • Develop and optimize financial planning, monitoring and controlling processes and tools (prospective, current and retrospective analysis). 
  • Support a more effective and efficient budgeting cycle. 
  • Optimize the budget allocation driven by company value considerations. 
  • Develop a robust financial planning framework Including scenario and risk analysis. 
  • Support quantification of mitigation plans. 

How can a freelance Finance modeler help companies?

  • Apply better financial transparency and visibility
  • Increase company value based on prioritized investment and budget allocation
  • Driving profitability through operational cost optimization 

Why and when you need to hire a freelance Financing modeller

Ensure Instant readiness (Plug ‘n’ play)

Bring in best practices with regard to following financial modelling purposes:

  • Three Statement Model (Integrated financial model consisting of resulting Income Statement, Balance Sheet and Cash Flow Statement)
  • Discounted Cash Flow (DCF) Model
  • Comparable Company Analysis (Peer comparison)
  • Merger (M&A) Model
  • Initial Public Offering (IPO) Model
  • Leveraged Buyout (LBO) Model
  • Sum of the Parts Model (Synergy Model)
  • Consolidation Model (Group level view of consolidated subsidiaries)
  • Budget Model
  • Forecasting Model
  • Option Pricing Model
  • Other/ Customized Project Model

Bring in modeling experience/ expertise from different companies' (peers)

Find and hire the best and most qualified Financial Modeler freelancers through Outvise and pay only for the time / project you need.

Case studies with Financial modeler

Certified Financial modelers in the Network

case study
Financial Modelling case study for a Telecom Company

Challenge, Context, Problems to be solved

Planning, implementation and management of consultancy unit´s finance function inclunding financial planning, budgeting, performance management, risk management and executive reporting, sales/ formulation and calculation of client proposals. Design and implementation of financial tools, templates and processes (MS Excel, MS Project, Tableau dashboard modelling) from scratch (Greenfield).

Mission, tools and methodology

  • Three Statement Model (Integrated financial model consisting of resulting Income Statement, Balance Sheet and Cash Flow Statement)
  • Budget Model
  • Forecasting Model
  • Design and implementation of special financial tools and KPI dashboards, templates and processes
  • Tools used: MS Excel, MS Project, MS Powerpoint, Tableau.

Achieved results

Established and managed financial unit function to fulfil all company's requirements, incl. processes, planning/ budgeting, monitoring and reporting.

case study
Financial advisor case study

Challenge, Context, Problems to be solved

Plan and implement the finance department from scratch including staffing, coaching / know how transfer, business modeling (planning, budgeting, monitoring, executive reporting, product pricing support, valuation, and risk management), IPO valuation (DCF, multiples) including risk and scenario analysis, formulation of information memorandum, operational and financial systems and process implementation management (including MIS, BSC).

Mission, tools and methodology

  • Three Statement Model (Integrated financial model consisting of resulting Income Statement, Balance Sheet and Cash Flow Statement)
  • Special financing module
  • Discounted Cash Flow (DCF) Model
  • Comparable Company Analysis (Peer comparison)
  • Initial Public Offering (IPO) Model
  • Budget Model
  • Tools used: MS Excel, MS Project, MS Powerpoint

Achieved results

Build integrated financial 5-year plan, secured bridge financing, contributed key financial data for shareholders and the intended IPO, in summary supported successful market entry of a new entrant mobile operator.

case study
Financial Modelling case study for a Management Consulting Firm

Challenge, Context, Problems to be solved

Investment analysis for the acquisition of MVNO GloCell (no. 2 independent cellular service provider company in South Africa), due diligence incl. market analysis and strategic assessment.

Mission, tools and methodology

Structured interviews with target company's executive and top management, analysis of provided documents, incl. business plan, sanity check and benchmarking of major business plan assumptions, sanity check of planning file and recalculation with integrated valuation tool (MS Excel based calculation, Three Statement Model plus Valuation feature), contribution of above project stream findings to preliminary and final report, presentation of preliminary and final findings to client, further Q&A sessions with client´s project manager (PE unit of leading bank).

Achieved results

Build integrated financial 5-year plan, secured brige financing, contributed key financial data for shareholders and the intended IPO, in summary supported successful market entry of a new entrant mobile operator.

South Africa

Must have Financial Modelling Skills:

  • A formal or academic financial qualification
  • Financial reporting skills
  • Interpersonal skills
  • Ability to communicate
  • Analytical ability
  • Problem-solving skills
  • Excellent knowledge of financial software
  • Strategic Management experience

Besides the functional skills of Finance/Accountancy and Excel modeling, it is extremely helpful to find a financial modeler who has also management and/ or strategic advisory experience, hence understands the language and decision-making rationale of executives.

Challenges and hot topics for a Financing modeler

  • Encourage decision makers to a rational decision-making based on quantified facts
  • Challenge stakeholders on their inputs, i.e. understand all key areas of a business at least on a level to challenge its stakeholders/ content providers on their inputs.
  • Integrate alternative - internal and external - information sources to validate data assumptions and define reasonable data ranges