Financial Modeling

Financial Modeling means building projections to guide decisions and fundraising. The Fractional CFOs below own this as part of fractional finance leadership, and each is reviewed by real clients on Sam's List — compare their experience and connect directly.

32 fractional CFOs. 120 client reviews. Used by 200,000+ business owners and high net worth individuals.

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What clients are saying

  • "Our experience has been excellent. They have provided strong support on pro forma financial modeling and FP&A, helping us build out projections that a…"
    — Nick Adams, 5.0 stars, for Enduring Planet
  • "Hiring Erica has been one of the best decisions I've made in my 10 years as a business owner Through Erica, I now have a comprehensive picture of my b…"
    — Bob Lalasz, 5.0 stars, for Erica Goode, CPA
  • "Stan and the Sorso team we terrific. I would highly recommend them to anyone who is looking a fractional CFO, strategic financial advice or fundraisin…"
    — Joel Wright, 5.0 stars, for Sorso

Frequently asked questions

What is financial modeling?
Financial modeling is building a projection of a business's financial performance — revenue, expenses, cash flow, and scenarios — to guide decisions, budgeting, and fundraising. Compare vetted fractional CFOs who build models by verified reviews on Sam's List.
When does a business need financial modeling?
Businesses need financial modeling when raising capital, planning growth, evaluating a big decision, or managing cash — any time you need to see the numbers before you commit. Browse vetted fractional CFOs on Sam's List and connect directly.

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