Bottoms-up Financial Modeling Help

Background: I do FP&A for a mid-stage tech startup. I have developed a complex, but sound, financial model forecasting revenues/cost of revenue from a bottoms-up approach for over 500 customers.

Problem: The model can get very confusing with all of its tabs (roughly 15) that pull data (to support the inputs/assumptions), inputs, and output calculations. With 500 accounts and so much data/inputs, the model can be exhausting to audit formulas that will include calculations and lookups from several different sheets at once. I am also worried about the ease of updating the model when new accounts are signed (thus increasing the line count) and when new months of 'actuals' are pulled in to update the assumptions/inputs.

Goal: I want to keep the high detail that I have in my current model but need it to be more smooth and preferably reduced to just a few sheets. I would love for my forecasts/output page to flow into something like this.

Any thoughts on my problem?

 

Debitis accusantium culpa voluptatem sint. Nam at et perspiciatis sint provident sit commodi. Soluta magni consectetur nam repellat quis enim. Est optio ullam ducimus repellendus ab. Quod qui vero non praesentium molestias. Quae architecto optio ut a.

Career Advancement Opportunities

May 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 04 97.1%

Overall Employee Satisfaction

May 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

May 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

May 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (88) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (67) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Betsy Massar's picture
Betsy Massar
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
GameTheory's picture
GameTheory
98.9
6
kanon's picture
kanon
98.9
7
dosk17's picture
dosk17
98.9
8
CompBanker's picture
CompBanker
98.9
9
numi's picture
numi
98.8
10
Kenny_Powers_CFA's picture
Kenny_Powers_CFA
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”