Financial Analyst to Build Investor Forecast Model

Skills Required

Description

Raising investment requires numbers that are both credible and easy to understand. This role is about building a detailed forecast model that can be shared with potential investors.

The analyst will use Excel to create a structured, flexible model that incorporates revenue, expenses, cash flow, and profit projections.

Scenario analysis will be included. Investors will want to see not just the base case but also best- and worst-case outcomes.

The model should be transparent. Clear formulas, logical flow, and easy-to-follow tabs will make it accessible for non-finance stakeholders.

Short-term forecasts will cover the next 12–18 months, while long-term projections should extend far enough to show growth potential.

Accuracy matters. Data inputs must be grounded in reality, with assumptions documented so they can be reviewed or challenged.

Regular updates may be required as new information becomes available, so the model should be built with flexibility in mind.

The analyst should also be able to provide guidance on how the model supports storytelling in an investor pitch deck.

Ultimately, the goal is to deliver a forecast tool that helps secure funding by demonstrating a clear, data-driven path to growth.