Excel Financial Analysis & Forecasting

I have a set of raw financial figures that I need turned into clear, decision-ready insights. The core focus is data analysis in Microsoft Excel, specifically around budgeting and forecasting. I’ll supply historical revenue, expense and cash-flow data; your task is to structure it, apply the right formulas or pivot models, then create forward-looking projections I can trust.

What I’m looking for
• Clean, well-documented workbooks with separated raw-data and analysis sheets
• Dynamic forecasting models that let me adjust key assumptions (growth rates, cost changes, etc.) and instantly see updated results
• Visual summaries—charts or dashboards—that highlight variances, trends and any budget risks

Acceptance criteria
1. All formulas and links must be transparent—no hard-coded numbers in calculation cells.
2. Forecast output covers at least the next 12 months with month-by-month breakdowns.
3. A short note or comments tab explaining methodology and how to tweak assumptions.

If you’re comfortable building these kinds of financial models in Excel—using functions like INDEX/MATCH, SUMIFS, scenario tables, or even Power Query where helpful—I’d love to review a sample of your previous work.