Level UP: Financial Model & Forecast
Project scope
Categories
Accounting Data analysis Market research Product or service launchSkills
financial modeling cash flows value propositions financial analysis communication income statement marketing balance sheet teamwork accountingLevel UP Internship Overview
- # of Teams: 1
- Interns Per Team: 2-4
- Time Commitment for Each Intern: at least 13 hours/week
- Total Project Length: 4-6 weeks
Project Overview
We are building a brand-new approach to consumer marketing. Our service is currently in development and therefore in "stealth mode". We need a financial model that will help us understand our market, our business model and our value proposition for participants.
Objective
We need to design & build a financial model in Excel that will integrate macro-level (aka industry-wide) information regarding marketing expenditures and micro-level information regarding spending decisions by individual marketers, allow us to fine-tune assumptions over time, and output a complete financial forecast.
Project Details
This project will include:
- Spending time with our team to understand at a high level the service we are working to build and the marketplace in which it operates;
- Reviewing our existing analysis of macro- and micro-level marketing expenditures;
- Developing the high-level methodology that will drive the forecast and working with our team to refine that methodology;
- Building a detailed and flexible financial model that implements the final methodology;
- Working with our team to review & revise that model; and
- Doing a live presentation to explain that model to our team upon project completion.
This will be a monthly 5-year model that rolls up into quarterly, annual, and trailing-12-month reports. It will include tabs for assumptions, revenue build-up, income statement, balance sheet, cash flows and schedules/supporting details. We will give you access to organizational assets to support this project such as personnel, brand collateral and more.
This project requires strong skills in financial modeling, financial analysis, accounting, communication and teamwork. In addition, the model will be built in Microsoft Excel, so a high level of experience and proficiency in Excel is required.
Level UP interns will have access to company personnel for company information, ongoing feedback/guidance and Q&A. Background materials and document formats will be provided as appropriate/required.
The primary point of contact for interns will be one of the co-founders of the company.
About the company
Blockalicious is developing a hybrid blockchain-based platform that puts consumers, not companies, in control of the marketing relationship. Welcome to the win-win consumer opportunity ecosystem, home of consumer-initiated, truly consent-based marketing.