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Scope of Work Financial Model Build – Equipment Rental Business (Excel Only) Overview We are launching an equipment rental business and require a professional, institutional-quality financial model built in Microsoft Excel. We have an existing template that has been partially customized, but it is clunky and not scalable. We are seeking a finance-trained modeler to rebuild and professionalize the model for internal use and capital raising. This model will be used for: Raising equity funding Applying for bank/SBA financing Internal planning and budgeting Objectives Build a clean, scalable, investor-ready financial model that: Is structured with a centralized Settings/Input tab Allows simple addition/removal of: Unit categories Individual equipment units Operating expenses Personnel Automatically flows into: Revenue projections Expense schedules Capex & debt schedules Depreciation Integrated financial statements Dashboard outputs The model must be intuitive for non-Excel-expert partners. Core Requirements 1. Architecture Clear separation of Inputs, Calculations, and Outputs Structured tables (no fragile row references) No unnecessary VBA No hardcoded cross-sheet values Clean sign conventions Scalable timeline 2. Financing Logic Dropdown-driven financing classification: Rent to Own / Operating Lease → Operating Expense Capital Lease / Purchase → Capex + Debt + Depreciation Must automatically flow through the model. 3. Financial Statements Fully integrated: Income Statement Cash Flow Statement Balance Sheet Must balance and reconcile properly. 4. Key Metrics Model must support: EBITDA Cash flow DSCR IRR / ROI WACC Break-even Utilization metrics 5. Dashboard Professional presentation-quality dashboard suitable for: Investors Lenders Internal meetings Technical Requirements We are specifically looking for someone with: Corporate finance / investment banking / FP&A / PE background Advanced Excel modeling skills Strong accounting understanding Experience building capital-intensive business models Please provide: 1–3 examples of similar financial models you have built Brief description of your role in those projects Timeline Engagement begins immediately Initial completed draft due Wednesday Revision window for changes on Thursday Final delivery end of day Thursday
Projektin tunnus (ID): 40268743
19 ehdotukset
Etäprojekti
Aktiivinen 15 päivää sitten
Aseta budjettisi ja aikataulu
Saa maksu työstäsi
Kuvaile ehdotustasi
Rekisteröinti ja töihin tarjoaminen on ilmaista
19 freelancerit tarjoavat keskimäärin $442 CAD tätä projektia

As a seasoned Excel Expert with extensive experience in data analysis and financial modeling, I am ready to take on the challenge of building a professional and robust financial model for your equipment rental business. My skills range from advanced Excel formulas, pivot tables, to Macros/VBA and data visualization. I have a solid understanding of accounting principles and I am well-versed in developing scalable models that cater to different financial scenarios. In terms of my background, I have worked in corporate finance and investment banking roles where accuracy, scalability, and clean architectural structure were vital. Developing meticulous templates that are intuitive for non-Excel experts has been a part of my DNA! Moving ahead, I will ensure that your new financial model is designed with clear separation of Inputs, Calculations, and Outputs; structured with tables (no fragile row references), devoid of hard-coded values or unnecessary VBA. My aim is to create an architecture that effectively handles addition/removal of unit categories, equipment units, operating expenses and personnel reflecting directly on revenue projections, expense schedules, Capex & debt schedules, depreciation and integrated financial statements. Choose me - choose excellence! Let's collaborate to build an unparalleled rentalequipement financial model for your business.
$750 CAD 7 päivässä
8,1
8,1

As an accounting professional with over 15 years of experience, I bring a unique skill set to your table that combines finance, bookkeeping and accounting expertise. This valuable blend is crucial for your project as it requires building a scalable and rigorous financial modeling with integrated statements. Whether it be handling company setups, preparation of financial statements or conducting bank reconciliations; my experience in precise and comprehensive work will be pivotal in providing you with a model that aligns perfectly with your business objectives. For over a decade, I have been extensively using MS Excel for various financial analysis endeavors, reflecting my strong command over this software package, which you've highlighted as a prerequisite. Moreover, my proclivity towards in-depth research has given me a firm grasp on the nuances of supply chain management - another aspect of the project which you've sought considerable expertise in. In conclusion, my 12-year journey in noting and drafting reflects my commitment to effective documentation – something indisputably essential when it comes to creating an intricate financial model that supports key metrics and a user-friendly dashboard. Combining these indispensable skills with the versatilityyyyyyyyyyy
$650 CAD 5 päivässä
7,6
7,6

Hello, I am a business & financial Advisor providing services of writing business plans, feasibility studies, financial models & business valuation reports. I am CA finalist from Institute of Chartered Accountants of Pakistan and working in this field since 2010. During my 12 years' professional career, i have had the pleasure of representing my clients to international investors and discuss new business ideas & prospective plans for fund raising. We conduct secondary research with detailed analysis of the market including market share, competitors, pricing etc Please see my portfolio to check my sample work. We are well versed in preparing financial projections tailored to the business needs & market demographics and based on solid assumptions. i know how to present information to investors and what to include to get his attention. Please send me message and see my work. I am available to discuss further about your business, financial model and market demographics. Please contact and discuss the details.
$400 CAD 4 päivässä
7,1
7,1

Hi, I am an experienced Associate Member of certified Cost And Management Accountant (ACMA), Financial Analyst and Certified Public Accountant (CPA) having more than 7+ years' experience in finance. I have gone through your project with interest and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing Financial Modelling, Business Analysis, Business Plan, Financial Analysis, Financial Forecasting, Excel, Advance Excel, Visual Basics, Payroll, Data Processing, Data Entry, Finance, Accounting, Financial Research services and serve my more than 3+ years with top rated Audit firm (KPMG) during which I have dealt with a number of clients and provided them extremely satisfied services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advance Excel, Quick Book, Intuit Quick Book ,XERO, Microsoft Dynamic, Enterprise and more. I am a fast learner, problem solver, detail oriented and highly organized. Looking forward to hearing from you soon! Looking forward to hearing from you Best Regards. Zakwan
$250 CAD 1 päivässä
6,4
6,4

Hello I hope you're doing well. I understand you're looking for Equipment Rental Business Financial Model I am the ideal candidate for your project. I have read the provided job description and I understand what you are looking for. I have over 10+ years of experience Excel, Finance, Business Analysis, Financial Analysis, Data Analysis, Financial Forecasting, Financial Modeling, Investment Banking .Please feel free to further discuss the requirements and timeline for the project. I'd be happy to assist you. I am ready to start right now. ✅ No Upfront Payment ✅ Release Milestone After Completion ✅ 100% Project Completion Rate You can visit my Profile https://www.freelancer.com/u/HiraMahmood4072 Thank you
$275 CAD 7 päivässä
6,3
6,3

I am a professional researcher and writer with over 7+ years of experience. My work focuses on advising, tutoring, helping, and supporting Master's and Doctoral dissertations in Human and Social Sciences. This type of coach allows me to exchange opinions and suggestions with my students. Success in academics starts with top-quality research I can provide you “SUPREME QUALITY WORK” within your “GIVEN DEADLINE” with “PERFECT GRAMMAR” and “ZERO PLAGIARISM”. I have 100+ "EXCELLENT REVIEWS" which are a guarantee for my best Quality. I also have extensive experience in Qualitative Data Analysis: Phenomenology, Grounded Theory, Content and Thematic Analyses, Oral History, and Narratives are my specialties. Codification and categorization processes and hermeneutic analysis and interpretation are fundamental to getting data meaning and obtaining research significance. Please see my profile and portfolio to assess my quality. https://www.freelancer.com/u/ExpertsPen?projectId=39964301&ref_bid_id=470748240&ref_project_id=39964301
$250 CAD 1 päivässä
4,6
4,6

Hello, I HAVE HANDS-ON EXPERIENCE WITH SUCH PROJECT. I bring 15+ years of experience in corporate finance, FP&A, and institutional-grade financial modeling, and I fully understand your objective: to rebuild your equipment rental model into a scalable, investor-ready Excel tool suitable for equity raises and bank/SBA financing. -->> Clean 3-statement integrated model (IS, CF, BS fully balanced) -->> Centralized Inputs tab with scalable unit & expense structures -->> Automated financing logic (OpEx vs Capex + Debt + Depreciation) -->> Capex, debt, depreciation & utilization schedules -->> Investor-ready dashboard with EBITDA, DSCR, IRR, WACC & break-even -->> Structured tables, no hardcoded links, no unnecessary VBA My approach follows institutional modeling standards: strict separation of Inputs/Calc/Outputs, dynamic structured tables, clean sign conventions, and audit-friendly formulas to ensure scalability and lender confidence. I can begin immediately, deliver an initial draft by Wednesday, and finalize revisions Thursday as requested. I’d like to clarify equipment categories, financing assumptions, and expected growth ramp in chat to ensure alignment before rebuilding the architecture. Looking forward to delivering a professional-grade model you can confidently present to investors and lenders.
$500 CAD 7 päivässä
4,4
4,4

Hello there! I've reviewed the full scope of work carefully and this is exactly the type of institutional-grade model I specialize in. Before I begin, what is your expected initial fleet size (units and categories) and target financing mix (equity vs. debt %) so I can structure the capital stack appropriately from day one? My approach would be to rebuild the model from the ground up using a clean 3-statement architecture: a centralized Inputs/Settings hub (fleet assumptions, utilization, pricing, opex drivers, debt terms, tax, WACC), fully dynamic structured tables for equipment categories and individual units, and modular calculation blocks (revenue engine, opex build, capex roll-forward, depreciation schedule, debt amortization, working capital). Financing logic will be dropdown-driven so operating leases flow through OPEX while capital leases/purchases flow through capex, debt, and depreciation automatically. Role: Lead financial model architect-built structure, debt schedules, sensitivity analysis, and investor dashboard. Here's my portfolio for your review: https://www.freelancer.com/u/Penmate Please feel free to message me so we can discuss the project in more detail. Best regards, Bryson Henniger.
$750 CAD 3 päivässä
4,9
4,9

I am Rashidab , I am ready to start work right now. I have strong corporate finance and FP and A experience building institutional grade Excel models for capital intensive businesses. I will rebuild your model with clean inputs calculations and outputs, scalable structure, integrated statements, financing logic, and investor ready dashboard. I can deliver a first draft by Wednesday and finalize Thursday with revisions.
$300 CAD 4 päivässä
1,2
1,2

As a seasoned professional with a rich background in corporate finance and investment banking, I am excited to offer my expertise to restructure and enhance your financial model. I understand the specific requirements of your equipment rental business and recognize that what you need is more than just an Excel specialist - you need someone who can build an institutional-quality financial model with a clean and scalable architecture. My extensive experience building capital-intensive business models, combined with my strong understanding of accounting principles, makes me uniquely equipped to construct a centralized, robust financial model that will automatically drive revenue projections, expense schedules, capex & debt schedules, depreciation, and integrated financial statements.I have developed similar models for various businesses and have consistently ensured they balance and reconcile properly. Moreover, my skills extend far beyond Excel as I'm also well-versed in the evaluation of key metrics such as EBITDA, cash flow, DSCR, IRR/ROI, WACC, break-even point, and utilization metrics. On top of delivering a fully functional financial model by the project's deadline end on Thursday, I can guarantee a sleek and professional dashboard that will appeal to investors, lenders as well as promote easy internal budgeting and planning. So why settle for mediocrity when you can have an exceptional tool for your business from the get-go?
$680 CAD 7 päivässä
0,0
0,0

Não faço apenas a planilha, mas te ajudo a enxergar o valor dentro do seu negócio. poder tomar decisões de forma estratégica. experiência em empresa de pequenos e médios porte.
$500 CAD 7 päivässä
0,0
0,0

Hi there, I understand you need an institutional-quality Excel financial model rebuilt from scratch for your equipment rental business — with a centralized inputs tab, scalable unit and expense tables, dropdown-driven financing logic, fully integrated three-statement financials, key metrics including DSCR and IRR, and an investor-ready dashboard, delivered by end of Thursday. I have built capital-intensive business financial models for equity raises and SBA financing with clean input/calculation/output architecture, integrated income statements, cash flow, and balance sheets that reconcile properly, and presentation-quality dashboards used in investor and lender meetings. I'll rebuild your model with a structured Settings tab, scalable equipment and OpEx tables that auto-flow into revenue projections, Capex and debt schedules, depreciation, and all three financial statements, implement dropdown-driven financing classification, calculate EBITDA, DSCR, IRR, WACC and break-even, and deliver a clean investor-grade dashboard ready for your Wednesday draft and Thursday final. I can start the work immediately and am happy to work long term. Thanks.
$500 CAD 7 päivässä
0,0
0,0

Vancouver, Canada
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