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Hello! I am a CFA Charterholder and highly experienced former investment banker with 14 years of track record in finance, specializing in financial modeling, financial management, project finance and debt capital markets. Throughout my career, I have advised C-suite executives on key issues, including debt/equity fundraising, mergers & acquisitions, deal structuring and loan underwriting, financial management and investor relationship, etc. My primary sector expertise includes Retail, Real Estate, Renewable Energy, SaaS, and Manufacturing. Prior to consulting on Upwork, I served as a VP at a top investment bank in my country and as an Associate Banker covering renewable energy project finance loans at the European Bank for Reconstruction and Development (EBRD). I started my career as a financial auditor at KPMG. Detailed breakdown of my services: ➡️ CFO Services: FP&A (budgeting, KPI dashboards, unit economics); Cash Flow Optimization (liquidity forecasting, burn rate management), and Financial Strategy (growth plans, capital allocation, and scenario testing). ➡️ Real Estate: Financial models for the acquisition, development, and construction of multifamily, commercial, and mixed-use projects. These models support both equity investment decisions and debt underwriting. ➡️ Project Finance: Complex modeling for the construction, financing, and operation of renewable energy projects (Solar, Wind, BESS, and Hydro). Models include multiple operating and financing scenarios to support fundraising. ➡️ Company Valuation: Accurate estimation of enterprise and equity values using various methods, including Discounted Cash Flow (DCF), publicly traded comparables, and precedent transactions. ➡️ Private Equity: Leveraged Buyout (LBO) models used by PE firms to evaluate acquisitions, or by sell-side management teams to estimate the maximum price a PE firm would be willing to pay. ➡️ M&A Analysis: Modeling for M&A transaction evaluation. This includes consolidating financial statements, analyzing capital structure scenarios, and performing accretion/dilution analysis. You can find examples of my work in the portfolio section below.

RBC mid-market banker with 30+ executed deals ($15M–$300M). I build financial models, investor decks, and due-diligence materials that that help you raise capital and close deals. Rotman MBA. Banker-quality work, freelancer speed. Prior to finance, I was a chemical engineer and worked in different engineering and operational capacities in manufacturing.

HELLO! 🤝 I am a proactive Financial Analyst with a strong background in financial modelling, data analysis, and financial statement analysis. I have over 15+ years of experience working in leading investment banks, real estate establishments, and young startups. My roles were financial analyst, equity analyst, business analyst, director, and business consultant for startups. My expertise lies in equity investments, financial statement analysis, business valuations, Investment advisory, and financial modelling. My expertise spans linking financial statements, forecasting, scenario analysis, and valuation, using advanced Excel functions and financial modelling software. In my most recent projects, I have worked with people in financial services, financial management, fintech, real estate development, private equity, startups, and web application development. I HAVE OFFERED THE FOLLOWING SERVICES 📌Software development: Trading applications, copy-trading platforms, trading performance dashboards, lead qualification systems, crm softwares, real estate platforms, real estate financial modelling platform for aquisitions/appraisal/property valuation, debt elimination & financial planning tools, and AI Finance Agents(Trading Bots, Research & Analysis, Investment Recommendations Agent) 📌 Financial Modelling and Analysis: Three-statement models, DCF, merger & consolidation models, scenario & sensitivity analysis, valuation models. Developed SaaS investment models for startups, IT funds, aviation, real estate, hospitality and service models. 📌 Investment Analysis and Advisory: Offered active portfolio management, research and investment advisory to clients on asset allocation, risk management, and investments (in stocks, commodities, forex, cryptos, mutual funds, index funds, exchange traded funds[ETFs], real estate investment trust funds[REITs], options, and futures) 📌 Real Estate Financial Modelling: Created financial models for real estate projects(Single-family units, Multi-family apartments, Condos and Hotel development projects) worth $50 M+. 📌 Stock Valuation: Applying CFA Standards in stock valuation, prepared comprehensive company research reports on 20+ NYSE-listed stocks. 📌 Financial Forecasting: Created financial statement forecasts for 100+ companies (public limited, private limited, and startups included). 📌 Technical Analysis: Expert on indicators building, trading strategies, and preparing analysis using my favourite technical indicators( Moving averages, Fibonacci Retracements, Volume Indicators, Moving Average Convergence Divergence(MACD), Accumulation/Distribution, Bollinger Bands, Chaikin Oscillator, and Support & Resistance levels) 📌 Financial Planning and Wealth Management: Delivered customised financial plans for Individuals, Couples, and Companies' needs. Stating advice, making retirement plans, business plans, investment plans, debt reduction plans, income generation programs, risk management plans, and budgeting plans. MY SKILLS SUMMARY: 📌Financial Analysis & Modelling: Three-statement models, DCF, merger & consolidation models, scenario & sensitivity analysis, valuation. 📌Accounting & Finance: Financial statement analysis, forecasting, budgeting, revenue recognition, and accruals. Knowledge of IFRS and US GAAP for financial statement analysis. 📌Research and Trading: Stocks, mutual funds, forex, commodities, ETFs, REITs, crypto, futures, options. 📌 Real Estate Financial Modelling: Making Property Appraisals, Cash flow projections, discounted cash flow (DCF) analysis, sensitivity & scenario analysis, property valuation, financing structures. 📌Business Strategy: Financial forecasting, investment fundraising, and investor presentations. 📌Project Management: Project requirement gathering, planning and delivery. OTHER TECHNICAL & SOFT SKILLS: 📌Tech Stack Expertise: TypeScript · React / Next.js · JavaScript · Node.js · Python · FastAPI · REST APIs · SQL 📌AI Models & Tools used: CrewAI, Clawdbot, Chatgpt, Claude, Antigravity, Deepseek, Perplexity, Creo, Bolt, Replit, Vertex AI, SQL, Supabase, Pinecone, Firebase, Django, FastAPI. 📌Integrations already built: Stripe payment gateway, Coinbase broker, Alpaca, Interactive brokers llc, NinjaTraders, Alpha vantage, Yahoo finace, Google API. 📌Deployments already done: Vercel, Netlify, Heruko, Hostinger, GoogleCloud, AWS deployments 📌Microsoft Excel Expert: Advanced formulas, pivot tables, and macros. 📌Microsoft Office 365: Microsoft Word and PowerPoint presentation skills. 📌Design & Content Creation: Adobe Express, Canva, Capcut, Adobe Firefly, Runway, website scraping. 📌Project Management Tools: Agile Methodologies, Atlassian, Jira, SQL queries, and SPSS. "You don't get paid for the hour. You get paid for the value you bring to the hour" - Jim Rohn "A problem well-stated is a problem half-solved" - Charles Kettering Let’s focus on identifying your project problems, adding value and finding the right solutions.

🎯 PhD researcher. Strategic thinker. AI-Native. IQ above 130. Academic Excellence in English. 🕰️ Available across EST, GMT, CET, GULF time zones regular working hours as needed. 🌍Numbers tell stories — and I've spent years learning to read them. I turn complex financial data into clear decisions. I help businesses and investors make smarter financial decisions with a 360° view of how businesses grow, struggle, and succeed. 💡My expertise includes: 📊 Financial Analysis and Company Valuation 💼 Investment Consulting — Startups & Stocks 🏦 Chief Accounting for SMEs 📈 Market Analysis & Business Consulting 🗂️ Project Management & Teaching ✍️ SEO Writing, Reporting & Presentations 🔍 Whether you need a seasoned eye on an investment, a clear-headed financial model, or a trusted advisor who delivers 🚀 I'm ready when you are. Let's talk.

🎯 Expert Vetted + Top Rated Plus + over $1 million in Earnings I offer Complete CFO Support Services. The goal is to become a one stop finance, business planning and accounting solution for your company. We love working with Fractional CFOs, Coaches, Lawyers, Bankers and Consultants. We are trusted white label partners for over a decade for some of our clients. (Happy to sign NDA and Non circumvention agreements to protect your IP). Mission Statement: Partnering with clients to drive growth, profitability, and success I have graduated from Manchester Business School, England (A Top 20 Global B School) I am an Alum of IIM Bangalore and SRCC Delhi (India's top B schools). I also secured National Rank 14th in CA CPT Exams (CPA equivalent). I manage Efincatalyst, with a focus on offering Business and Financial Consulting. Highly advanced Finance and Excel modeling skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial projections and statements. I am also an expert in creating pitch decks, business plans and corporate presentations targeted at bankers and investors. I am also joined by my Partner- Jain, a Financial Consultant with expertise in offering CFO solutions, financial modeling, pitch decks, ICOs, Crypto, and investor fundraising. He is a CA (CPA equivalent), CFA L2 Candidate and has studied at Cambridge University (Sydney Sussex College), England. Software Stack Proficiency: MS Excel, Google Sheets, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, NetSuite, Zoho Books, Zoho Analytics, Fathom (FathomHQ) and MS Suite. ✅ Proficient in: ---------------- - Fundraising Business Plans And Investor Presentations - Pitch Decks and Pitch Books - Business Plan Writing - Investment Research - Financial Research, Planning, Analysis - Data Visualization and Analytics - Memorandum for Sale Presentation (Investor Memorandums) - Valuation Report and Analysis - Accounting and Financial Reporting - Financial Forecasting - FP&A SaaS Ops - M&A LBO Modeling - Real Estate Modeling - Investor MIS KPI Dashboards ✅ Working With Me Can Be Beneficial In The Following Ways: -------------------------------------------------------------------- - Excellent Written and Spoken English Skills. (Published Writers) - ~60 Hours/week availability - Committed to finish projects in agreed deadline - Flexible working hours as per customized client timings - I provide project/job updates on a regular basis so that you can track the progress. - I will help you in all the different stages of the project. - I have traveled extensively across the United States, Europe and GCC. - 50% of our clients are from US and Canada, 30% from Europe and Middle East - We are happy to take both long term and one-off projects. We have been working with some clients for over 5 years on the platform. - We focus on supporting Startups, SMBs and Corporates Our USP: We love our profession. We love reading, talking and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives. Please feel free to have a no obligation call to understand if we can add value to your business.

I help founders and small business owners tell their story compellingly and get it funded. Most consultants do one or the other. I do both — and the combination is what makes the difference between work that goes nowhere and a funded deal that moves your business forward. What I bring that most freelancers can't: I've been the banker. I was a C-suite banker and led one of the top SBA lending operations in my state, which means I know exactly how underwriters think, what kills a deal before it starts, and how to position your business for approval. I've also been the founder — three times — and led due diligence for one of the largest angel syndicates in the US. I currently led the GTM strategies for a $12B company. I know what investors and lenders want to see because I've been on both sides of the table. Today I run a capital and go-to-market advisory practice helping businesses access debt and equity capital and launch market dominating products through top-notch GTM strategies. What I deliver: Documentation - Lender-ready business plans built around how banks actually underwrite - Investor pitch decks that lead with what capital allocators care about - SBA loan packaging and deal structuring for 7(a) and 504 programs - Financial projections that hold up under scrutiny - Executive summaries and investor memorandums for equity raises - Go-to-Market audits and actionable playbooks Capital Advisory - SBA 7(a) and 504 deal origination and placement - Commercial loan brokering and lender matching - Equity raise strategy and investor positioning for growth-stage founders - Debt structuring and lender negotiation - I have a network of over 200+ investors and lenders GTM Advisory - Market sizing and segmentation (TAM/SAM/SOM analysis) - Ideal customer profile (ICP) definition and buyer persona development - Competitive landscape mapping and differentiation strategy - Product-market fit validation and messaging frameworks - Pricing and packaging strategy Who I work with: Small business owners who need SBA financing. Founders preparing for a debt or equity capital raise. Growth-stage businesses that need someone who has done this before, not someone figuring it out alongside them. Why clients come back: I work fast, I think at the executive level, and I don't pad engagements. You get the thinking you need, documentation that performs, and where relevant, the capital relationship that closes the deal. If you are looking to grow, need a funded business, and not just a finished document — let's talk.