Below is a sampling of different models and projects I've worked on in my finance career. I have the most exposure to the FP&A of SaaS businesses, but also have experience with service and fixed-fee business models (professional services, consulting packages, etc).
These files are adapted from actual models that I've used in different positions. All company/customer data has been removed to protect privacy.
Sample Income Statement (xlsx)
DownloadSample 3-Statement Model (xlsx)
DownloadARR Summary Report (xlsx)
DownloadARR Bookings Dashboard (xlsx)
DownloadPeriodic Retention Reporting (xlsx)
DownloadRetention Planning (xlsx)
DownloadProfessional Services Management Model (xlsx)
DownloadBudget Variance Analysis (xlsx)
DownloadConsolidated Revenue Forecast (xlsx)
DownloadPVM Bookings Analysis (xlsx)
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