John M.
CA
100% Job Success
Top Rated
Ranked top 10% of all Upwork talent

Financial Modeling and Startup Finance Expert

“My co-founder and I could not give higher praise to John. Aside from being a complete genius with the numbers, his attitude makes you want to keep him around for the long haul. He always met his deadlines, worked fast, delivered more than we needed by understanding the complexities of our unique startup and made a custom editable projection sheet for us. During stressful times we would reach out and he always made himself available to us immediately to answer investor questions and even drove to meet us several times to walk us through the numbers step by step with incredible patience. Long story short, you can't go wrong with John.” “He is a wizard. Super patient, very knowledgeable. Easy to get along with. Finance and numbers aren't my strong point. He broke everything down for me, created a user friendly finance template that even I understood how to fill out. Will totally hire again! Do you and your business a favor and hire John!” “John was everything I was looking for on this assignment. He totally added value and had the highest levels of responsiveness and professionalism I could ask for. He is also clear about what he can and can't do (as a creative, I can ask for the moon sometimes, lol) and has great communication throughout the process, which makes him easy and a joy to work with. I like working with varsity A-List level players, and John is all that and more. I don't think you can go wrong with him, and I will certainly be engaging him again.” ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ -Specialize in Startup Finance: Startup finance is completely unique, and, unless you have someone who knows how to work with startups, you’re likely to get a model meant for a larger enterprise. These models might look good, but they fail to capture the details required of startup projections. While larger companies can project growth based on the past, as a startup you need projections built from the ground up to help investors (and your team!) understand the key drivers of your business. I started my financial career working as an analyst for a startup accelerator, and have been working with startups for the past 7 years, helping them fund, launch, and grow their incredible projects. I have worked with startups in SaaS, B2B, B2C, ecommerce, mobile app, fintech, healthcare, retail, media, and real estate, and am always expanding my portfolio. I also work on the investment side, doing analysis projects and projections for Venture Capitalists, and bring that experience to all of my projects. -Custom analysis and analytics: If your company requires custom analytics or business analysis, look no further. I use Excel to analyze data and create custom dashboards that show your business’ Key Performance Indicators, and have created analyses that allow companies to predict Customer LTV and breakeven day for a mobile app, understand what ROAS and CPA targets get them to their cash flow goal, and see opportunities for new product lines to increase LTV. -Models Tailored to Your Business: No two businesses are alike, and no two models I create are alike. I make sure to get to know your business and your team so that the model works for you, and is laid out in a way that makes it easy to understand and use. I make sure to reflect your business in a way that is easily presentable to investors and will help you pitch your business. -Readily Available for Clients: In a lot of ways finance can be like a foreign language. If you come from a non-finance background, it can be tough to understand at first. After completing your model, I’ll walk you through it step-by-step and make sure you fully understand how everything works and that it exceeds your expectations. If you ever have questions on the model, startup fundraising, a new product launch, or anything else, I am always available for my clients. Other facts about me: -I am a CFA Charterholder, and hold an MBA from the University of Southern California -I am an expert user in Excel, and enjoy using the program to create custom analyses for clients. I frequently use Excel for advanced data analysis and statistical modeling that go far beyond typical financial analysis, and love finding new applications for it. -I previously worked on a deal for a professional sports franchise. I also worked on a deal for a craft brewery and a well-known CPG company.
Work history

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Skills

Skills

  • Microsoft Excel
  • Investment Research
  • Startup Consulting