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I help businesses turn messy data, unclear processes, and complex financial questions into clear financial models, reliable reporting systems, and better decisions. I am an Engineer with a Master’s in Financial Engineering, over 15 years of experience, and professional certifications in Financial Modeling & Valuation and Financial Planning & Analysis. As a Certified FMVA® and FPAP™ professional, and former COO/CFO, I bring a rare combination of technical, financial, and executive experience to every project. My work focuses on financial modeling, FP&A, forecasting, budgeting, valuation, reporting automation, dashboards, and decision-support systems. I help growth-stage and established businesses improve financial visibility, reduce manual work, and build tools that are accurate, scalable, and practical in real operating environments. I support clients who need help with: - Financial modeling, forecasting, budgeting, and long-range planning - FP&A support, KPI frameworks, and management reporting - Cash flow analysis, scenario modeling, and capital project feasibility - Business valuation, profitability analysis, and churn analysis - Pipeline analysis, revenue & cost modeling, and data migration - Excel and Google Sheets model design, cleanup, and optimization - Workflow automation and API-based integrations - Dashboards, reporting packs, and data visualization My approach is analytical, practical, and results-driven. I do not just build spreadsheets, I build decision-making tools that help clients understand performance, identify risks, and act with confidence. Core Skills: - Advanced Excel and Google Sheets - Financial modeling and FP&A - Forecasting and budgeting - KPI design and performance analysis - Cash flow and scenario analysis - Python and VBA - Workflow automation - API integrations - Power BI and Tableau - Dashboard design and reporting automation Certifications & Education: - Financial Modeling & Valuation Analyst (FMVA®) — Corporate Finance Institute - Financial Planning & Analysis Professional (FPAP™) – Corporate Finance Institute - FP&A Excel Modeling Specialization – Corporate Finance Institute - Master's in Finance & Management - Bachelor's in Engineering If you need a financial partner who can think strategically, build rigorously, and deliver fast, let's talk. I respond promptly and offer a free discovery call for qualified projects.

I build financial models, Excel tools, and dashboards that founders, CFOs, and operations teams actually use — to raise capital, automate reporting, and make faster decisions. Not just spreadsheets that look good in a demo and break two weeks later. With 6+ years of hands-on experience and 35 five-star reviews on Upwork, I specialize in work that is accurate, clean, and built to last. ⭐ What I build for you ⭐ ✅ 3-statement financial models (P&L, balance sheet, cash flow) with monthly and annual views ✅ DCF valuation and LBO models for fundraising, M&A, and investor presentations ✅ 13-week rolling cash flow forecasts and short- and long-term liquidity planning ✅ Startup financial models with dynamic drivers, scenario planning, and investor-ready outputs ✅ Multi-currency P&L consolidation with budget vs. actual variance tracking ✅ Advanced Excel automation using Power Query and VBA to eliminate manual reporting ✅ Macro development — formatting automation, data processing, graph creation, membership reports ✅ Executive dashboards and KPI reporting in Power BI, Looker Studio, and Excel ✅ Google Sheets systems: CRM tracking, lead follow-up tools, operations coordination ✅ Integration of QuickBooks, Xero, CRMs, APIs, and CSV exports into a single reliable model ⭐ Why clients keep coming back ⭐ ✅ Work that holds up long after delivery — clean structure, documented logic, no black boxes ✅ I go beyond the brief — adding automation, sensitivity checks, and extra features wherever they add value ✅ Clear communication throughout: no surprises, regular updates, fast responses ✅ I enjoy untangling messy data and complex challenges — the harder the problem, the better 🏆 What clients say 🏆 ⭐⭐⭐⭐⭐ "Romany did thorough work in reverse-engineering and documenting a complex financial model used by a large bank for regulatory compliance. He met all deadlines and we are very pleased with the results." ⭐⭐⭐⭐⭐ "Romany went above and beyond — moving heaven and earth to deliver a dynamic Excel dashboard that exceeded all expectations. He truly understood the brief, worked with a can-do attitude, and delivered results that wowed the entire team." ⭐⭐⭐⭐⭐ "Romani is very solution oriented and communicates clearly throughout the process. He shows strong patience and a calm approach when handling complex requirements, and he genuinely cares about delivering quality." 🛠️ Core tools & technologies Financial Modeling · DCF & LBO Valuation · 3-Statement Models · Cash Flow Forecasting · Scenario & Sensitivity Analysis · Budgeting & P&L Analysis · Excel · VBA & Macros · Power Query · Power BI · Looker Studio · Google Sheets · Dashboard Design · KPI Tracking · Data Automation · QuickBooks · Xero · If you have a project — whether it's a financial model, a reporting automation, a dashboard overhaul, or a tricky macro — send me a message and let's talk through what you need.

Chartered Accountant with 10+ years of experience and 270+ completed projects on Upwork — I build investor-ready financial models that help founders raise capital and finance teams make decisions with confidence. Whether you need a 3-statement model for a seed round, a SaaS financial model with unit economics and cohort analysis, or a DCF valuation for an acquisition, I deliver models that are clean, dynamic, and built to hold up under investor scrutiny. What I build: • 3-statement financial models (P&L, balance sheet, cash flow) • SaaS models — ARR, churn, LTV/CAC, runway, unit economics • Real estate and acquisition models — DCF, IRR, NPV • Startup fundraising models for seed, Series A, and Series B • Scenario and sensitivity analysis • Pitch deck financial slides and data room packages • Model audits and rebuilds All models are delivered in Excel or Google Sheets, fully documented, with clear assumptions and scenario toggles so you can update them yourself. I work with a small number of clients at a time to ensure every model gets my full attention. Most projects are delivered within 5–7 business days. Top Rated Plus · Chartered Accountant · Identity Verified · <24h response time

Need to control food costs, set profitable prices, or make sense of your P&L? I help Food & Beverage businesses and entrepreneurs turn messy spreadsheets into reliable financial tools that improve margins, track performance, and simplify operations. I’m a CIMA (UK) qualified Cost & Management Accountant with 8+ years of hands-on experience across food & beverage, retail, and service-based industries. I specialize in building clean, powerful Excel/Google Sheets models that give business owners clarity and control. 🔧 What I Can Help With: 📊 Menu Engineering & Food Costing Models 💸 Pricing, Profit Margin, and Break-even Analysis 🧾 Feasibility Reports & Financial Forecasting 🧮 Profit & Loss Breakdown (by item, branch, or concept) ⚙ Operations Optimization & Labor Costing 📥 Clean, Accurate Data Entry & Report Automation Whether you're launching a new café, refining your menu pricing, or trying to understand why your profits are slipping — I can build the tools and reports to help you decide with confidence. 🏆 Why Work With Me: ✅ CIMA Qualified – Expert in Cost Accounting ✅ 100% Upwork Job Success Score ✅ $10,000+ in project revenue and growing ✅ Trusted by startups and small businesses across 4 continents 📩 Let’s discuss how I can support your business — message me and I’ll respond quickly.

Your ops person exports the same file every Monday. Someone cleans it, emails it, explains it. Next month, same loop. I build the system that ends it - handed over documented, so you never depend on a freelancer to read your own numbers. I build Excel, Google Sheets, and Python systems that turn messy files into clear models, dashboards, forecasts, and reporting your team can run without me. Core work: financial models, cash flow forecasts, FP&A dashboards, KPI reporting, Excel automation, and decision-support tools for founders, finance leads, and operations teams. 𝗪𝗛𝗔𝗧 𝗜 𝗕𝗨𝗜𝗟𝗗 • Cash flow forecasts — 13-week and 12-month models with scenario inputs, stress flags, refresh logic, and clear cash visibility. • FP&A dashboards — budget vs actuals, KPI tracking, variance analysis, management reporting, and board-ready views. • Financial models — DCF, IRR, pricing, scenario and sensitivity tables with clean separation between inputs, assumptions, calculations, and outputs. • Excel + Python automation — reporting pipelines, multi-source consolidation, data cleanup, Power Query, VBA, pandas, and openpyxl. • Google Sheets + Apps Script systems — forms, live trackers, approval flows, scoring systems, dashboards, and scheduled workflows. • Procurement and pricing benchmarks — vendor matrices, cost frameworks, KPI scorecards, and decision-ready summaries tied to business impact. • Excel model audits — formula cleanup, logic restructuring, documentation, and handover notes so non-technical teams can own the model. 𝗥𝗘𝗖𝗘𝗡𝗧 𝗥𝗘𝗦𝗨𝗟𝗧𝗦 • €35,200 in stuck revenue surfaced on the first run of a 13-week cash flow engine — disputed invoices and unapproved AP were flagged immediately. • 50+ KPI procurement benchmark framework built for client-facing decision work — structured for a non-technical team to use without extra training. • 4 hours of weekly reporting compressed to under 20 minutes — Excel + Python automation with full handover documentation. • Built live Google Forms + Sheets scoring and dashboard systems under tight deadlines with clean logic, real-time outputs, and reliable handover. • B2B Analyst at Vertex Strategic Research since October 2024 — Excel and Google Sheets models used in production for real business decision-making. 𝗕𝗘𝗦𝗧 𝗙𝗜𝗧 Finance, operations, procurement, or founder-led teams at 10–200 person SMBs. Usually post-revenue. Usually working from a fragile workbook. Usually tired of exporting, cleaning, copying, pasting, and explaining the same numbers every week. You do not need a black box. You need a clean system your team can run after delivery. 𝗛𝗢𝗪 𝗜 𝗪𝗢𝗥𝗞 Async-first — no meetings pulling you away from your work. You send context when it suits you; I confirm scope in writing before starting; you get clear progress updates and replies within 4 business hours. You always know exactly where your project stands. • You send the current workbook, dataset, process, and the decision you need to make. • I review the structure and confirm the cleanest scope in writing. • I build with separated inputs, calculations, outputs, documentation, and protected logic where needed. • I use Excel, Google Sheets, Power Query, VBA, Python, Apps Script, SQL, and AI-assisted review or commentary where it genuinely improves speed, structure, or clarity. • You receive the finished file plus handover notes so your team can own it from day one. 𝗧𝗢 𝗦𝗧𝗔𝗥𝗧 Send me three things: • Your current workbook or dataset • One question you cannot answer from it • Deadline I will look at it and tell you honestly whether I am the right fit — and how I would rebuild, automate, or simplify it. I would rather point you in the right direction than take on work I am not the best person for.

I have built, valued, and modeled over 1,000 companies across all 50 US states, every Canadian province, and 50+ countries. CFA charterholder. 10 published books, all rated 5.0 on Amazon. $200K+ earned on Upwork with 100% Job Success. Top Rated Plus. Ranked #1 Financial Modeling in Canada and #2 Investment Banking globally on Upwork. When a founder sends me their financial model, I already know the three questions their investors will ask, because I spent years reviewing deals from the investor side as a fund fiduciary. That perspective separates my work from everyone else in your inbox. I wrote 10 books on this. Literally. My Amazon series, A Founder's Conversations with a Fractional CFO, covers every financial decision a founder faces: CFO Versus Accountant, Pitch Decks, 409A Valuations, Financial Modeling, Business Plans, KPIs and Dashboards, Private Company Stock Options, Fundraising Mechanics, Real Estate Financial Modeling, and SBA Loans. WHAT I DELIVER: Financial Modeling: Three-statement models, revenue models, SaaS models, startup financial projections, scenario analysis, sensitivity analysis, unit economics, breakeven analysis, cash flow forecasting, pro forma financials, budget models, and investor-ready models built in Excel. Published on Bloomberg, Reuters, FactSet, and S&P Global terminals. Business Valuations: DCF analysis, comparable company analysis, precedent transactions, startup valuations, fair market value, certified business valuations, and 409A valuations for fundraising, M&A, tax compliance, equity compensation, and internal planning. Business Plans: Investor business plans, SBA lender business plans, immigration business plans (EB-2, EB-5, USCIS), startup plans, feasibility studies, market analysis, competitive analysis, go-to-market strategy, and executive summaries for banks, investors, and regulatory bodies. Pitch Decks: Seed decks, Series A decks, fundraising decks, investor presentations, and data room preparation. Helped raise hundreds of millions in capital across angel, seed, Series A, and Series B rounds. Cap Tables and Equity: Cap table modeling, stock option plans (ISOs, NSOs, RSAs), SAFE and convertible note modeling, option pool sizing, dilution analysis, waterfall analysis, pre-money and post-money calculations, vesting schedules, 83(b) elections, and 409A compliance. Fundraising: Term sheet analysis, SAFE structuring, convertible note terms, liquidation preferences, closing mechanics, investor negotiation, due diligence preparation, and capital raising advisory from pre-seed through Series B. Fractional CFO: Financial strategy, KPI dashboards, OKR tracking, board reporting, investor reporting, cash flow management, burn rate analysis, runway modeling, and startup growth consulting. As former CEO of SentimenTrader and founder of ExemptAnalyst (acquired by Pinnacle), I have been on your side of the table. Real Estate Financial Modeling: Acquisition models, development pro formas, NOI and cap rate analysis, rent roll analysis, construction draws, lease-up modeling, waterfall distributions, LP/GP splits, DSCR, and sensitivity analysis for commercial, multifamily, and value-add deals. SBA Loans: SBA 7(a) and 504 loan modeling, lender packages, debt service coverage, seller note structuring, business acquisition models, and goodwill analysis. Due Diligence and Investment Banking: M&A due diligence, credit analysis, investment memos, structured finance, SPV structuring, and institutional-grade research. Ghostwriting: 10 published books on Amazon (all 5.0). Available for personal finance and business book ghostwriting. BACKGROUND: 25+ years in capital markets. Former CEO of SentimenTrader. Founded ExemptAnalyst (largest private research firm in Canada, acquired by Pinnacle). Director at Eiffel Peak Capital. MD at Pinnacle Wealth Brokers. VP at IA Clarington. Advised on $79M Wes-tower acquisition. Co-Host of The Dales Report (40K YouTube). Finance Instructor, University of Toronto. CFA, CFP, CIM, FCSI Fellow. My schedule fills up fast. If my status shows available, reach out now for a quick call to scope your project.