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Sergei M. Status: Offline
Kyiv, Ukraine
100% Job Success
Top Rated Plus

Startup CFO | AI Powered Financial Modeling | CFA Charterholder

💼 🇨🇦 Canadian CFA Charterholder | Fractional CFO | $600M+ Raised | Top Rated Plus | AI-Powered Financial Models Need an investor-grade model that stands up to VC scrutiny? Want to apply systems thinking to your business through financial modeling? Want to translate your business strategy into a compelling, data-driven financial story for your Seed, Series A, or beyond? You're in the right place. As a Canadian CFA charterholder based in Europe (flexible for U.S. time zones), I bring Western business fluency with global cost-efficiency. I’ve built institutional-grade, AI-enhanced financial models that helped raise over $600M for startups across the U.S., Canada, and Europe, and optimize business performance through systems thinking. I'm also a Top 100 finalist in the Financial Modeling World Cup and proudly Top Rated Plus on Upwork, with 290+ clients and over $1M earned. 🎯 I help founders and CEOs: ✅ Raise Seed to Series B capital with models that anticipate investor questions and present a clear path to scale. ✅ Optimize strategy and operations with KPI-driven dashboards and data models (Power BI, Excel, SQL). ✅ Establish scalable finance functions—migrating from messy spreadsheets to professional, automated systems. ✅ Defend valuations in high-stakes settings, from 409A reports to expert court testimony and exit planning. 🛠 Core Services: Investor-Ready Financial Modeling (3-statement, SaaS, E-commerce, Real Estate) Fractional CFO Services (Budgeting, Forecasting, Strategic Finance) Valuations (409A, Cap Table Modeling, M&A, Litigation) BI & Financial Automation (Power BI, Excel/VBA, Python, SQL) Due Diligence & Transaction Support (Buy-side, Sell-side, Investor Reports) 🧠 Trusted By: Sony, Novo Nordisk, Unilever and hundreds of fast-scaling startups. I combine Wall Street rigor with startup speed. ⚡ Tech Stack: Excel | VBA | Power BI | SQL | Python | R | Google Sheets | AI-enhanced FP&A ✅ Let's Talk You need precision. I deliver clarity and capital-ready confidence. Send me a brief—let’s get your strategy funded and future-proof.
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