Carlos F.
Miami, FL
100%
Job Success
Top Rated Plus
Fractional CFO | Strategic Financial Planner | M&A Guru | Fundraising
$250.00/hr
🌟 TOP 0.1% EARNER | $750,000+ | EXPERT-VETTED CFO 🌟
I specialize in driving profitability and scaling companies through strategic financial planning, M&A expertise, and startup funding. As a Fractional CFO with over 20 years of experience, including founding and exiting startups, I bring a unique blend of strategic insight and operational excellence to every project.
FRACTIONAL CFO SERVICES
* Strategic Financial Planning: Developing growth strategies for profitability.
* Accounting Operations Management: Streamlining financial processes for efficiency and accuracy.
* Startup Funding: Crafting compelling investor pitches and negotiating favorable term sheets.
M&A Support: Ensuring successful transactions through thorough valuation and due diligence.
SECTOR EXPERTISE
Internet Software/SaaS, Big Data, IoT, AI, Gaming, Online Marketplaces, Healthcare, Real Estate, Supply Chain, Cannabis, Retail, Telecom, Media, and Blockchain. Recently, I've supported blockchain-based startups with whitepapers, business models, and token valuation.
INVESTOR & ENTREPRENEURIAL BACKGROUND
* Angel Investor: Managing Partner at Golden Seeds Angel Group, offering strategic insights from an investor’s perspective.
* Entrepreneur: Successfully founded and exited multiple startups, understanding the unique challenges businesses face.
PROFESSIONAL EXPERIENCE
Senior roles in top-tier management consulting firms, advising Fortune 100 companies, combined with deep technical expertise from AT&T Bell Labs.
EDUCATION
* Kellogg MBA
* MS in Computer Science
* BS in Electronics Engineering
Numerous 5-star reviews on my profile affirm my expertise and the results I deliver. As a Top Rated Plus and Expert Vetted professional, I’m among the top 1% of talent on Upwork, consistently exceeding client expectations.
Ready to scale your business and achieve your revenue goals? Let’s connect and discuss how my expertise as a Fractional CFO can drive your company's success.
Work history
Work history
30 minute consultation
Mar 6, 2025
-
Mar 7, 2025
No feedback given
Private earnings
30 minute consultation
Mar 4, 2025
-
Mar 5, 2025
No feedback given
Private earnings
CFO needed for a Professional Landscape Company
Jun 20, 2023
-
Sep 18, 2024
5.00
"Carlos was a fantastic fractional CFO. His expertise and guidance were invaluable to our company. He was always prompt, professional, and knowledgeable. He helped us navigate complex financial issues with…
Private earnings
Financial PLAN - Sartup
Jan 21, 2021
-
Sep 9, 2024
No feedback given
Private earnings
Need help figuring out what kind of help I need
Sep 21, 2020
-
Sep 9, 2024
No feedback given
Private earnings
One Pager with awesome graphics and powerful content.
Oct 22, 2020
-
Jun 5, 2024
3.70
Private earnings
Start up business consultant needed
Jan 17, 2022
-
May 24, 2024
5.00
Private earnings
Need 'amazing' Business Plan ASAP (Ratings must be 95% or higher)
Dec 18, 2019
-
May 22, 2024
4.85
Private earnings
Financial Analyst & Content Creator for Clothing Brand Investment Deck
Dec 21, 2023
-
Mar 28, 2024
No feedback given
Private earnings
Review BP
Jul 17, 2023
-
Nov 16, 2023
No feedback given
Private earnings
PitchDeck, Financial model and business plan creation
Mar 23, 2025
-
Present
Job in progress
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30 minute consultation
Mar 7, 2025
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Present
Job in progress
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Financial Forecast for Start-Up Business
Mar 5, 2025
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Present
Job in progress
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Fractional CFO for AI Startup
Sep 5, 2024
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Present
Job in progress
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MODIFY the business plan | Create the pitch deck | MODIFY the financial model
Jul 8, 2024
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Present
Job in progress
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Real Estate Developer Review Financials for Company Valuation, Business Plan & Pitch Deck
May 19, 2024
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Present
Job in progress
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Business Plan Creation
May 3, 2024
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Present
Job in progress
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Fractional Start-up CFO
Apr 17, 2024
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Present
Job in progress
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Start up Consulting
Dec 19, 2023
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Present
Job in progress
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Startup business plan/financial projections
Dec 5, 2023
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Present
Job in progress
Private earnings
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Skills
Skills
- Venture Capital Consulting
- Enterprise Risk Management
- Operational Plan
- Process Optimization
- Organizational Plan
- Finance & Accounting
- Financial Analysis & Valuation
- Funding Needs Assessment
Project catalog
Get started working with Carlos quickly with these predefined projects.
Get started working with Carlos quickly with these predefined projects.
You will get Company Operations Optimization Strategy
From $2,500
15 days delivery
You will get Company Profit Optimization & Scaling Up Strategy
From $2,500
10 days delivery
You will get Financial Plan - 5-Year Horizon. Structured like real company in your space
From $2,500
10 days delivery
You will get Investor Ready Pitch Deck
From $4,000
15 days delivery