Your partner for Financial Modeling & Managerial Accounting

What is Financial Modeling?

Financial modeling is a complicated profession. which requires a good understanding of finance, accounting and business strategy.

A modeler needs to understand the overall business model and translate it efficiently into an Excel spreadsheet that is user-friendly and intuitive.

Thanks to my extensive experience, I manage to deliver professional results tailored to each client.

My focus and dedication is your benefit.

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About Me

Rene Levermann 

born Sep. 1989, in Bremen, Germany

Married, one son 

German, English, Chinese


My Qualifications:
  • Bachelor in Business Administration, 2010-2013, Shanghai, China
  • Advanced Financial Modeler (FMI)
  • Financial Modeling & Valuation Analyst (FMVA®)
  • International Certificate in Wealth and Investment Management
  • Investment Foundations®
  • Entrepreneurial Finance: Strategy and Innovation Specialization
  • Mastering Business Models


My Work Experience:
  • Since 2020 self employed as consultant
  • 2 years in business development in Germany
  • 1 year real estate analysis in China 
  • 4 years sales and product development in China. 


Skills & Tools: 
  • MS Excel 
  • Power Quarry 
  • Power Pivot 
  • Power BI 
  • Python 

Financial Expertise

Advanced Financial Modeler

The AFM accreditation is issued by the Financial Modeling Institute. The holder has demonstrated his ability to build a 3 statement financial model from scratch, without any additional resources.

Financial Modeling & Valuation Analyst

The FMVA certification is issued by the Corporate Finance Institute. The holder has passed 18 courses on various topics of financial modeling, corporate finance, business strategy and company valuation.