JPFIS Consulting Private Limited

Overview

JPFIS is an independent financial advisory and modeling consultancy, operating since 2011. We build the financial infrastructure companies need to raise capital and run their finances properly and the analysis investors need to evaluate those companies. The firm is led by Ashraf Khan, with a background at major international banks. Every engagement, at every service tier, is executed or reviewed at senior level. Since 2022 we have served 250+ clients across the US, Middle East, South Asia and Africa, and clients have collectively raised over $400M through rounds we helped prepare. FOR FOUNDERS, CEOs & SMBs Financial Modeling & Fundraising Preparation 3-statement models, driver-based forecasts, SaaS and marketplace models, scenario and sensitivity analysis Valuations and cap tables Pitch decks, business plans, investor one-pagers Data room preparation and investor Q&A support We prepare companies for fundraising. We do not broker or place capital — which means our models and materials are built to survive investor scrutiny, not to sell you a mandate. Fractional CFO & FP&A Budgeting, forecasting and cash runway planning Board reporting, investor reporting and KPI dashboards Ongoing decision support after the raise Accounting Cleanup & Catchup — QuickBooks Online, Xero, Zoho Books Cleanup and catchup engagements with precise categorization Lean chart-of-accounts restructuring Books that are analysis-ready, not just balanced. Most cleanup work stops when the accounts reconcile; ours stops when the numbers can actually answer management questions. Every file is reviewed by a senior CFO before delivery. Data Analytics & Dashboards Looker Studio and Excel dashboards Slicing raw operational and financial data down to the few numbers that drive decisions Recurring reporting packs for management and investors Excel Consulting & Automation Fixing and rebuilding broken workbooks Visualization, reporting automation and workflow cleanup FOR INVESTORS & VCs Financial model reviews and assumption validation Quality of Earnings (QoE) analysis — normalized EBITDA, revenue quality, working capital and adjustment review in support of diligence Due diligence support on target financials Deal screening and investment analysis Portfolio company reporting HOW WE WORK Structured, plain-language, senior-led. Assumptions are documented, models are auditable, and outputs are built for the conversation they'll be used in — an investor meeting, a board review, a lender discussion. We tell clients what the numbers say, not what they want to hear. If you need a finance partner for modeling, fundraising preparation, CFO support, clean books or clear reporting, send us a message with a short description of where you are and what you need.

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Services

Management Consulting & Analysis

Senior-level decision support for founders, CEOs and investors: fractional CFO work, unit economics, pricing, cash runway, growth scenarios, deal reviews and board materials. Led by senior international banking experience every recommendation grounded in a model you can audit.

Data Analysis & Testing
Financial Planning
Accounting & Bookkeeping

Skills

Bookkeeping
Business Valuation
Due Diligence
Financial Modeling
Financial Reporting
Looker Studio
Microsoft Excel
QuickBooks Online
Xero
Data Visualization
Cash Flow Analysis
Financial Projection
Cash Flow Modeling
Financial Model
Financial Analysis & Valuation

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Upwork activity

Hourly rate

$12.00 - $69.00

Minimum project size

$1K+

Total earned

$5K+

Total hours

117

Total jobs

6

Member since

Oct 17, 2022

Company information

Agency size

2-10 workers

Year founded

2011

Client focus

Medium business

Small business

Languages

English: Native or Bilingual
Hindi: Native or Bilingual
Marathi (Marāṭhī): Fluent
Arabic: Conversational
Panjabi, Punjabi: Conversational