UM Advisory

Hello and welcome to UM Advisory- your one-stop shop for all questions finance! You are now one step closer towards achieving top-notch financial advisory services and eliminating issues that keep you up at night. We have a diverse range of clients, from small businesses and startups to large multinational enterprises. I enjoy driving profitability, creative problem-solving, facing challenges head-on and scaling businesses. Allow us to advise you on topics pertaining to Financial Planning & Analysis (FP&A), financial modeling, content creation, and investment management. Clients reach out when they’re looking for the following services: • Financial modeling, budgeting, financial analysis, and cash flow projections • Fractional CFO services • Stocks, options, real estate, and futures investing • Financial commentaries and investment research reports • Company valuations, NPV and IRR analysis • Executive C-suite presentations I am a CFA charter holder with over 12 years of experience in reputed global companies all over the world such as UBS, DHL and Ernst & Young. I am deeply passionate about finance and understand first-hand how to start businesses, set up finance teams, scale businesses profitably, and use financial models to create roadmaps and strategies for business growth. Throughout my career, I have delivered exceptional results by: • Creating multi-billion-dollar budgets • Executing multi-million-dollar cost savings • Creating accurate, logical financial models that have driven the decision-making process at both large and small companies • Managing capital investments and developing profitable investment strategies • Creating financial content on stock investing and investment strategies My work experience and education have allowed me to harness my MS Excel and data analysis skills. I also pride myself in my ability to communicate complex financial concepts in easy, digestible language. Don’t hesitate to contact me for a free consultation on how I can help make your life easier and deliver outstanding financial advisory services!