Michael K.
Maplewood, United States
CFO/Finance Specialist
$150.00/hr
TOP RANKED FINANCE FREELANCER FOR OVER 5 YEARS: Fractional CFO for SaaS, health care, cultivation and other businesses, Corporate Finance Specialist, Experienced Venture Capital and Private Equity Principal, Entrepreneur, and Portfolio Manager with excellent track record. While in the financial sector for over 20 years, I have worked in management positions with start-ups, early and mid-stage companies as well as small, medium and large cap enterprises. This experience allows me to offer professional financial and accounting services to all my clients.
Specifically, I enjoy being able to help in the decision making process by developing sophisticated business models for new enterprises, new product or service offerings, bank and equity financings as well as for company valuations, M&A activities and general business purposes. As part of my CFO responsibilities, I prepare budgets, cash flow projections, detailed financial statements for internal and external reporting purposes, as well as compliance reports for regulatory agencies and banks.
On the corporate finance side, I have analyzed, structured and closed on hundreds of deals from equity and mezzanine to senior level financing. As a portfolio manager, I have also been responsible for guiding companies at all levels of their development providing critical advice, strategic planning, analysis and direction, and accounting services, taking early stage companies to higher levels and successfully addressing structural issues at mature companies.
In addition, having analyzed and developed hundreds of business plans and presentations for a wide variety of businesses, I am able to apply those principles to produce effective presentation material that places the enterprise in the best possible light while maintaining fiduciary integrity. Having been on both the buy and sell side of transactions, I know what investors need to be able to make informed decisions. Also, I am thoroughly comfortable preparing and making C-Suite level presentations.
While I am a generalist regarding industry specialization, I have particular experience in media and communications, health care, particularly in the nursing home and assisted living sector, publishing, entertainment, real estate and consumer industries.
My mission is client satisfaction through effective communication, attention to detail and efficient execution.
Work history
Work history
Financial modeling and advisor for B2B SaaS
Sep 29, 2020
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May 9, 2024
Private earnings
Expert Needed for Pro Forma Review/Validation
Oct 1, 2021
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Feb 16, 2023
"Insightful, supportive, engaging, funny and spot on. I loved working with Michael. He's very knowledgeable and also very positive. 100% recommend him to anyone looking for insights into their financial…
Private earnings
Valuation of TDM USA
Mar 17, 2021
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Oct 28, 2021
Private earnings
Expert Needed for Pro Forma Review/Validation
Dec 9, 2020
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Aug 23, 2021
"Michael was a huge help in our Pro Forma project. He is highly knowledgeable, insightful, and supportive. Highly recommend Michael's services. Triple A+++! Thanks Michael!"
Private earnings
Financial Modeling
Feb 13, 2021
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Aug 21, 2021
"Michael is an amazing financial analyst and a consummate professional. He is always precise and works extremely quickly. I'd highly recommend working with him if you ever get the opportunity…
Private earnings
Project Financial Controller with FP&A focus
May 17, 2021
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Aug 5, 2021
Private earnings
Loan Performance, Volume
Nov 17, 2020
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Jun 22, 2021
"I was very pleased with Michael's work. His ability to understand financial statements and quickly summarize in spreadsheet form was outstanding. i used Michael for small and larger financial analyses…
Private earnings
30-60-90 Day Plan Support for CFO Application
Mar 11, 2020
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Mar 23, 2020
Private earnings
Financial projections for tech startup
Jul 29, 2019
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Sep 2, 2019
Private earnings
Cashflow Analysis
May 7, 2019
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May 24, 2019
"100% recommended!! One of the top Upworkers I've ever worked with."
Private earnings
Pro Forma and Projections Project
Feb 24, 2025
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Present
Job in progress
Private earnings
Global Play
Apr 24, 2022
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Present
Job in progress
Private earnings
Fractional CFO
Mar 10, 2022
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Present
Job in progress
Private earnings
Business model and Business Plan
Jan 18, 2022
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Present
Job in progress
Private earnings
Statistical Analysis of Financial Information
Jun 23, 2021
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Present
Job in progress
Private earnings
Fractional CFO
Apr 14, 2021
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Present
Job in progress
Private earnings
Excel Fully Year Media Plan with Quarterly Weights
Nov 17, 2020
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Present
Job in progress
Private earnings
Private
May 9, 2020
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Present
Job in progress
Private earnings
Business plan and Teaser
Nov 28, 2018
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Present
Job in progress
Private earnings
Financial start-up modeling
May 22, 2018
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Present
Job in progress
Private earnings
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Skills
Skills
- Microsoft Excel
- Financial Analysis
- Financial Modeling
- Business Plan
- Business Modeling
- Financial Prospectus Writing
- Business Valuation
- Business Development
- Financial Accounting