Jason V.
Willoughby HillsOH
100% Job Success
Top Rated

Custom Financial Modeling Specialist

I am a highly specialized professional in custom financial modeling, leveraging the power of Excel and Google Sheets to deliver exceptional results. With over a decade of experience in financial planning and analysis, I have successfully catered to the needs of both large corporations and small businesses. My expertise lies in two prominent sectors: Software-as-a-Service (SaaS) and Real Estate. Throughout the past eight years, I have honed my skills in these industries, developing cutting-edge techniques such as cohort modeling to provide highly effective solutions. In the realm of real estate, I excel at constructing pro forma forecasting templates that encompass a wide range of joint venture waterfall structures. These include intricate elements such as IRR hurdles, general preferred return, preferred equity, and unique contractual agreements. I love all things CRE modeling. Within the SaaS domain, I specialize in crafting comprehensive 3-, 5-, and 10-year forecasting models. These models incorporate meticulous bottom-up assumptions to analyze subscription pricing strategies, contract lengths, retention rates, fixed and variable costs, CAC/LTV (Customer Acquisition Cost/Lifetime Value) outputs, and integrated 3-statement financial models. Regardless of the industry, I am eager to tackle any financial modeling assignment. My experience spans diverse sectors, encompassing everything from car washes and laundromats to product-as-a-service systems, construction companies, and everything in between. I work weekends and all hours.

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Skills

  • Real Estate Financial Modeling
  • Real Estate
  • Google Sheets Automation
  • SaaS
  • Joint Venture
  • Pro Forma Statement
  • Financial Projection
  • Business Planning & Strategy
  • Financial Analysis & Valuation
  • Financial Planning
  • Accounting
  • Underwriting

Testimonials

Endorsements from past clients

"Jason, and his company Smart Helping, are the best financial modeling experts I have ever worked with. What do I like most about Jason and Smart Helping? 1. Response times are outstanding. 2. The ability to custom tailor models to unique business requests. 3. The educational videos published on models. 4. The costs. First off, the templates or template packages are affordable. Secondly, for custom work, Jason offers a bundle discount when you purchase 5-hour blocks of time. 5. Accuracy with time management. Jason clearly communicates how much time he spends on your project and there are never surprises. For anyone looking for excellent financial modeling for a new or existing business I highly recommend Jason and Smart Helping! "

Zach B. | Owner / Operator
Financial Model Jan 2024

Verified


"I have hired Jason several times and can offer me unqualified referral of him. He consistently delivers work of exceptional accuracy and detail, always meeting or exceeding agreed deadlines. His in-depth analyses and precise modeling skills have helped drive our financial strategies forward. In one case, management made the decision not to purchase a property because of the information modelled. A true professional, Jason's work is a benchmark for quality and efficiency in financial modeling."

Paul S. | CEO
Financial Modeling Dec 2023

Verified


"Jason helped me build a very complex, high quality financial model in record time. As a product manager (not a financial manager) I knew generally what I needed but getting there was another story. I briefed Jason on the overall need, how the business is structured, and he created a solid 5 year financial model. I can't thank Jason enough for his patience and great work, I really appreciate it! I plan to continue working with Jason ongoing and would highly recommend working with him."

Elizabeth G. | Product Manager
Financial Modeling Jan 2024

Verified


"I've worked with Jason for many years, he's everything you want a contractor to be: reliable, transparent, communicative, honest, and great production. Jason is astute on all things Google Sheets and Excel. I am particularly pleased with our working relationship; I generally have half-baked concepts for what I want done, and Jason is great at assessing my needs and setting up a plan to actualize them. He is great at setting the table on what's realistic / achievable, communicating my options, then executing them. Highly recommended. "

Gene O. | CEO
Financial Modeling Dec 2023

Verified


"Jason is the Spreadsheet King. Who does an Excel Modeler call when they have a problem – They call Jason!!! I’ve been working in FinTech building rather complicated Excel financial models for almost 20 Yrs., and simply put Jason is the “Spreadsheet King”. When’ve got stuck, Jason is my go-to guy and he never disappoints. His encyclopaedic knowledge of Excel, coupled with his amazing and blazing fast turnaround times, Jason will never let you down and will deliver robust, McKinsey grade dynamic Excel solutions that will save you thousands of hours in both model design, build and usage. I’ve engaged Jason in multiple projects (and will do so again), and I am awe of his elegant solutions – a joy to work with, Jason is the King of Excel that doesn’t cost a King’s ransom – Long Live the Spread"

Davin M. | Chief Executive
Financial Model Dec 2023

Verified