Hemant B.
Rotorua, New Zealand
100%
Job Success
Top Rated
Expert Financial Consultant: Planning / Modeling / Valuation (15+ Yrs)
$50.00/hr
Client feedback on my first Upwork consulting assignment:
⭐⭐⭐⭐⭐ "Hemant is a true professional. Hemant delivers on time and goes above and beyond. We now have a strong business plan, financial model, and a well-thought pricing strategy. The quality of the work is exceptional. He doesn't just do the job but he really cares about your business. His experience makes everything so easy. He can respond to any question. He is extremely quick and very intelligent. If you work with Hemant you are going to the next level."
🏆Profile Brief🏆
✅ Qualified Chartered Accountant (~US CPA) and certifications in financial modeling and research
✅ 15+ years of financial and investment research experience working with global banking clients - Bank of America, Credit Suisse, Deutsche Bank, Truist, etc.
✅ In-depth equity research and valuation experience across industries and regions. Successfully executed and led investment research projects for public and private companies, managed research teams and Business Unit P&L.
✅ Switched to freelancing to expand my horizon beyond banks/institutional investors and leverage my experience to add value to a large spectrum of startups, niche firms and founders requiring financial modeling, research and financial planning & analysis (FP&A) specialization.
Work history
Work history
Create Small Business Budget & Sales Forecast
May 31, 2022
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Jun 8, 2023
5.00
"Hemant did a great job at helping us prepare a budget and forecast for our company. He assisted with organizing our revenue and expenses, cleaning up our chart of accounts…
Private earnings
Build historical and projected cash flow statements
Oct 8, 2021
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Feb 10, 2022
No feedback given
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Forecast, Balance Sheet and Profit and Loss
5.00
of 1 reviews
Aug 22, 2021
-
Feb 10, 2022
Oct 22, 2021
5.00
"Hemant is a scholar and a gentleman not to mention a wizard with numbers. He has done everything we asked and more and we couldn't have chosen better for our… Private earnings
Stock Market Financial Analyst/Data Analyst
Jun 28, 2021
-
Sep 17, 2021
5.00
"Good work."
Private earnings
Pricing / Financial Analysis and Modelling
Apr 29, 2021
-
May 23, 2021
5.00
"Hemant is a true professional. Hemant delivers on time and goes above and beyond. We now have a strong business plan, financial model and a well thought pricing strategy. The…
Private earnings
Putting together Financials for Public Company
Aug 27, 2023
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Present
Job in progress
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Financial Analysis Support
Aug 4, 2022
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Present
Job in progress
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Cash Flow Understanding - Spreadsheet or Software Solution for Small Business for Financial Clarity
Jul 23, 2022
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Present
Job in progress
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Financial Modeling for Capital Raises and M&A Work
Jul 21, 2022
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Present
Job in progress
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Build Financial Models / Provide Equity Research Support
Jan 22, 2022
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Present
Job in progress
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Financial modelling for high tech capital raise
Dec 3, 2021
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Present
Job in progress
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NY Medicaid Market Segmentation
Nov 17, 2021
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Present
Job in progress
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Need Marketing Lead Forecast Developed
Oct 26, 2021
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Present
Job in progress
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Rewording and summarizing business and financial analysis
5.00
of 1 reviews
Jun 1, 2021
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Present
Aug 12, 2021
5.00
"Great work, great dedication, always on time, and great skills in finance and financial analysis.
I definitely recommend !
Thank you" Job in progress
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Pricing / Financial Analysis and Modelling
May 24, 2021
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Present
Job in progress
Private earnings
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Skills
Skills
- Budget Management
- Valuation
- Financial Planning
- Financial Writing
- Marketing Analytics
- Personal Budgeting