Hire the Best Financial Planners

⭐⭐⭐⭐⭐ I’m a Google Sheets & Excel expert with 5 years of experience creating smart, easy-to-use planners that help people stay organized and plan their lives. I design budget planners, wedding planners, and many other custom tools tailored to your needs. If you want a clean, functional, and personalized spreadsheet that makes life easier — I’m here to help!

Most businesses rely on spreadsheets every day, but too often, those spreadsheets become slow, messy, manual, and difficult to trust. I help fix that. I build professional Excel and Google Sheets systems that automate repetitive work, clean up complex data, improve reporting accuracy, and give teams dashboards and tools they can actually rely on. With 6+ years of experience in Excel, Google Sheets, VBA, Apps Script, Power Query, dashboards, financial models, and spreadsheet automation, I help businesses turn fragile spreadsheets into scalable, user-friendly systems. Here’s what I can help you build: ✔ Automated Excel and Google Sheets workflows ✔ Custom dashboards with KPIs, charts, filters, and executive summaries ✔ Financial models for budgeting, cash flow, P&L, loans, forecasting, and scenario analysis ✔ VBA macros for reports, data processing, buttons, forms, and workflow automation ✔ Google Apps Script solutions for automation, email workflows, forms, APIs, and third-party integrations ✔ Power Query systems for cleaning, combining, and refreshing data automatically ✔ Advanced formulas using XLOOKUP, INDEX/MATCH, QUERY, FILTER, LAMBDA, dynamic arrays, and more ✔ Spreadsheet templates, calculators, trackers, planners, and client-ready business tools I work with business owners, finance teams, analysts, operations teams, HR teams, sales teams, and freelancers who need more than a basic spreadsheet. My focus is not only on making the file work; I also make it clean, structured, easy to use, and ready for real business operations. What makes my work different: • I design spreadsheets with a clear structure, not random formulas everywhere • I build dashboards that are useful, not just visually attractive • I protect formulas and reduce the risk of user errors • I document key logic so you can understand and maintain the system • I test formulas, outputs, filters, and automation before delivery • I think about long-term scalability, not just the quick fix Whether you need a one-time spreadsheet fix, a full automation system, a financial model, a reporting dashboard, or a complete Excel/Google Sheets business tool, I can help you build it properly. If your team is still copying and pasting data, manually updating reports, fixing broken formulas, or working around a spreadsheet that has become hard to manage, let’s turn it into a clean, automated, and reliable system. Send me a message and I’ll help you figure out the best way to build it.

💡 Financial models and dashboards that your team will actually use I'm Majid, Lead Consultant at Innopher - a financial planning consultancy with 15 years of experience across financial modeling, FP&A, and enterprise planning platforms. On Upwork we take on focused projects - Excel models, Power BI dashboards, Google Sheets automation, and financial forecasts. Behind every project is a team: solution architects and model builders who've worked on implementations for aviation, medical devices, manufacturing, SaaS and energy companies. You get the output of a consultancy at the pace of a freelancer. What we typically deliver: 3-statement models and DCF valuations for fundraising. Driver-based FP&A models and rolling forecasts. Power BI dashboards connected to NetSuite, Salesforce or QuickBooks. Google Sheets automation for teams that live in Google Workspace. And for larger planning needs, full Anaplan, Abacum or Pigment implementations. If the person using it can't make a decision from it quickly, it's not finished. 🏆 100% Job Success | Top Rated | 5.0 across all reviews 🏆 Clients across aviation, energy, SaaS, medical devices and manufacturing 🏆 Projects from startup budgets to enterprise planning transformations Send a message and I'll tell you honestly if we're the right fit.

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.

If your team is buried in manual spreadsheet work, waiting on reports that should update themselves, or patching together systems that break every week — that's the problem I solve. I'm a Top Rated Excel and Google Sheets automation specialist with 7+ years of experience and a 100% Job Success Score across 60+ completed projects. I build dashboards, business systems, and automated workflows for companies in finance, healthcare, e-commerce, and education — systems that save teams hours every week and keep running without you touching them. WHAT I BUILD FOR YOU ➤ Google Sheets dashboards with live KPIs, dynamic charts, and auto-refreshing reports — so you stop building reports and start reading them ➤ Google Apps Script automations that eliminate copy-paste tasks, send alerts, and connect your tools without expensive software ➤ Business systems in Sheets or Excel — CRMs, inventory trackers, hiring pipelines, budget planners, and project managers built to scale with your business ➤ Excel workbooks with advanced formulas, Power Query pipelines, and VBA macros that handle the heavy lifting automatically ➤ Google Workspace integrations — Forms → Sheets → Drive → Gmail, fully connected and automated end-to-end ➤ Financial models and data analysis that turn raw numbers into decisions you can act on confidently ➤ Power BI dashboards and Power Automate flows for teams already on Microsoft 365 — connecting Excel, SharePoint, Teams, and Outlook into automated workflows that run without you touching them HOW I WORK (AND WHY CLIENTS KEEP COMING BACK) ✔ Every solution is documented and walked through with your team so anyone can use it from day one — no black boxes ✔ I think like a business owner first, developer second — I ask what the system needs to do for your operations before I write a single formula ✔ Clean, scalable builds only — nothing held together with workarounds that break six months later ✔ Fast turnaround with clear communication — under 4-hour response time, every time WHO I'VE HELPED Finance teams that needed real-time P&L dashboards instead of end-of-month surprises — eliminating manual reporting entirely. E-commerce operators drowning in manual inventory updates — automating what used to take 3 hours into a one-click refresh. Healthcare teams spending hours on compliance reports — rebuilt into dashboards that update automatically. Education businesses tracking student data across disconnected sheets — consolidated into one live system. The common thread: manual processes eating time that should be spent running the business. That's what I fix. If you have a spreadsheet problem, a workflow that needs automating, or a reporting system that doesn't exist yet — send me a message. I'll review what you need and tell you exactly how I'd solve it.

🚀 99% Verified B2B Lead Generation & High-Quality Prospect List Building Expert 🚀 Accurate, Human-Verified & Guaranteed Bounce-Free Email Lists for Scalable Outreach Hey, I’m Chitta. I’m a dedicated, honest, fast, and detail-oriented full-time freelancer who is available to support clients 24/7. I always put my full effort into every project and focus on building long-term professional relationships by delivering high-quality results and reliable service. With over 5 years of experience in this field, I’ve successfully completed numerous projects in the local market and worked with a wide range of clients across different industries. I also have a verified Upwork profile with a 5-star rating and a 100% Job Success Score. I’ve helped many clients achieve their business goals through accurate, high-quality lead generation and prospect list building services. I strongly believe that clear communication and professionalism are the keys to completing any project successfully. My services are affordable, competitive, and focused on delivering the highest quality work possible. If you have any questions or specific requirements, feel free to message me anytime. I’m also happy to provide a trial project or sample work based on your criteria so you can evaluate the quality of my work before getting started. My Services: ★ Data Entry ★Data Mining ★Data Extraction ★Data Formatting ★ Admin Support ★ Virsual Assistant ★Database Building ★B2B Lead Generation ★You Tube, Instagram, TikTok , and X Marketing Lead Lists. ★Lead Generation pro ★ Valid Lead Collect ★ Linkedin Sales Navigator Pro ★Lead List Building ★Real Estate Lead Generation ★Contact List Building ★Prospect List Building ★Prospect/Email List Building ★ Email Finding ★ Linkedin Lead Generation pro ★Email Sourcing ★ E-commerce Lead Generation ★ E-commrce List Buiulding ★Web Research ★Verified Email Addresses ★Personal Phone Number Collection Pro ★Directory sites to Local Business List Building ★Web Research ★Product Upload and Listing ★ Missing Data Enrichment ★ Data Appending ★Contact Discovery ★ PDF to Excel Sheet ★Accuracy Verification ★ B2B Sales Pro ★CRM Software Manage ★ Able to find any personal and Company verified business Email ★ Linkedin research using a premium account + (Linkedin Sales Navigator) ★ Apollo, Zoominfo, Crunchbase, Lusaha, SalesQl, Semless.Ai etc paid tools I use to find B2b Leads. I will provide Data in following Format: ★ Company/Business Name ★ Website ★ Contact First & Last Name ★ Job Title ★ Email (100% Valid & Verified) ★ Person Linkedin Profile ★ Person Location ★ Cell Phone/ Mobile Phone/ Direct Phone Number ★ Company Phone Number ★ Industry ★ Company Linkedin Profile ★ Facebook and Twitter Account ★ Company Size/ Employee ★ Company Location ★ Company Revenue ★ Company Address (Street, City, State, Zip code, Country) ★ SMM Link Etc. That you needed. Why should you hire me? I will provide you: ★ 100% Accuracy Valid & Verified Data ★ High Quality work ★ Fast Response/Delivery ★ Free error Data processing ★ I have 30+ Member Talented Big team ★ 100% Affordable with Money-back grantee ★ On time delivery Thanks for visiting my profile Chitta Ronjan Das