Michael K.
Maplewood, NJ
100%
Job Success
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
30-60-90 Day Plan Support for CFO Application
4.25
Mar 16, 2020
-
Mar 23, 2020
Private earnings
Need a revenue model within a week
5.00
Jan 21, 2019
-
Jan 25, 2019
"Michael was exceptional with the service he provided. He has the patience and understanding to know exactly what I needed while offering value insight. This was a collaborative experience, which made me better prepared in my business venture. I felt very comfortable working with him and he cares about his client's vision. If you want things done right, he is the man for the job!"
Private earnings
Financial modeling help
Feb 9, 2015
-
Oct 31, 2016
No feedback given
Private earnings
Start Up Company Financials Needed for Investors
Mar 20, 2015
-
Oct 31, 2016
No feedback given
Private earnings
Financial Reporting, Proforma Preperation
Jun 25, 2015
-
Oct 31, 2016
No feedback given
Private earnings
Corporate Finance Execution
May 14, 2014
-
Nov 16, 2015
No feedback given
Private earnings
Business Financial Articles
5.00
Feb 3, 2015
-
Feb 26, 2015
"Good working with him."
Freelancer's response
"Thank you. It is a pleasure working with SBWorldwide."
Private earnings
Content Writer with Management Expertise for Textbook-Writing Project
5.00
Oct 17, 2014
-
Oct 22, 2014
"Professional with very high-quality work. Excited to continue working with him!"
Private earnings
Financial Advisor to Small Business
Feb 22, 2014
-
Aug 11, 2014
No feedback given
Private earnings
Excel Worksheet for Loan Tracking and Calculations
May 4, 2014
-
May 18, 2014
No feedback given
Private earnings
Business model and Business Plan
Jan 18, 2022
-
Present
Job in progress
Private earnings
Statistical Analysis of Financial Information
Jul 29, 2021
-
Present
Job in progress
Private earnings
Experiential learning articles
May 16, 2018
-
Present
Job in progress
Private earnings
Michael K. has more jobs. Create an account to review them
Portfolio
My client needed a model to launch a new business line for a Fortune 20 ranked company. Part of my duties included developing the financial structure of the business, establishing KPI's, and developing and incorporating the sales, marketing and operating budgets. The product has been launched and is currently in the market.
My client needed a pitch deck to present the new business line parameters and projected performance to upper level management of a Fortune 20 company. The slides presented are a representative sample of the entire pitch deck that I created used in the presentation.
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Michael K.
Maplewood, NJ
100%
Job Success
50
Total Jobs
3,824
Total Hours
View profile
All work
CFO/Finance Specialist
Specializes in$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
30-60-90 Day Plan Support for CFO Application
4.25
Mar 16, 2020
-
Mar 23, 2020
Private earnings
Need a revenue model within a week
5.00
Jan 21, 2019
-
Jan 25, 2019
"Michael was exceptional with the service he provided. He has the patience and understanding to know exactly what I needed while offering value insight. This was a collaborative experience, which made me better prepared in my business venture. I felt very comfortable working with him and he cares about his client's vision. If you want things done right, he is the man for the job!"
Private earnings
Financial modeling help
Feb 9, 2015
-
Oct 31, 2016
No feedback given
Private earnings
Start Up Company Financials Needed for Investors
Mar 20, 2015
-
Oct 31, 2016
No feedback given
Private earnings
Financial Reporting, Proforma Preperation
Jun 25, 2015
-
Oct 31, 2016
No feedback given
Private earnings
Corporate Finance Execution
May 14, 2014
-
Nov 16, 2015
No feedback given
Private earnings
Business Financial Articles
5.00
Feb 3, 2015
-
Feb 26, 2015
"Good working with him."
Freelancer's response
"Thank you. It is a pleasure working with SBWorldwide."
Private earnings
Content Writer with Management Expertise for Textbook-Writing Project
5.00
Oct 17, 2014
-
Oct 22, 2014
"Professional with very high-quality work. Excited to continue working with him!"
Private earnings
Financial Advisor to Small Business
Feb 22, 2014
-
Aug 11, 2014
No feedback given
Private earnings
Excel Worksheet for Loan Tracking and Calculations
May 4, 2014
-
May 18, 2014
No feedback given
Private earnings
Business model and Business Plan
Jan 18, 2022
-
Present
Job in progress
Private earnings
Statistical Analysis of Financial Information
Jul 29, 2021
-
Present
Job in progress
Private earnings
Experiential learning articles
May 16, 2018
-
Present
Job in progress
Private earnings
Michael K. has more jobs. Create an account to review them
Portfolio
My client needed a model to launch a new business line for a Fortune 20 ranked company. Part of my duties included developing the financial structure of the business, establishing KPI's, and developing and incorporating the sales, marketing and operating budgets. The product has been launched and is currently in the market.
My client needed a pitch deck to present the new business line parameters and projected performance to upper level management of a Fortune 20 company. The slides presented are a representative sample of the entire pitch deck that I created used in the presentation.
Want to see more? Create Account
Hours per week
More than 30 hrs/week