Sergei M.
Kyiv, Ukraine
100%
Job Success
Top Rated Plus
Startup CFO | AI Powered Financial Modeling | CFA Charterholder
$110.00/hr
💼 🇨🇦 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.
Work history
Work history
3-Statement Modeling
May 5, 2025
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May 13, 2025
Private earnings
30 minute consultation
Apr 17, 2025
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May 2, 2025
No feedback given
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30 minute consultation
Apr 14, 2025
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Apr 24, 2025
Private earnings
Excel | Google Sheets Data Analytics
Jul 18, 2023
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Apr 23, 2025
Private earnings
CFO for our project
Mar 13, 2024
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Apr 16, 2025
No feedback given
Private earnings
Financial Analysis & Modeling
Oct 16, 2024
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Apr 11, 2025
"It’s been a pleasure working with him. He spend time to take deep understanding of our business and translates that into well-structured financial models. His guidance has been invaluable—he helped…
Private earnings
Build me a financial model
Dec 13, 2024
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Mar 31, 2025
No feedback given
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Modeling, valuation, fundraising consulting
Sep 18, 2024
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Mar 31, 2025
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Austrian market and business analyses
Feb 14, 2024
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Mar 31, 2025
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Excel / Goal Seek / VBA expert for a financial calculator
Mar 24, 2025
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Mar 30, 2025
No feedback given
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Fractional CFO / Controller for Residential Services Company
May 31, 2025
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Present
Job in progress
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CFO for our project
Apr 19, 2025
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Present
Job in progress
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Financial Modeling
Apr 17, 2025
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Present
Job in progress
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Real Estate Financial Model Refinement Project
Apr 8, 2025
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Present
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consulting
Mar 7, 2025
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Present
Job in progress
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Airobes Financial Calculations
Mar 3, 2025
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M Fin Model Project
Jan 27, 2025
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Financial model consultant
Jan 23, 2025
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Job in progress
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Life Insurance Policy Modeler Needed for IRR Analysis
Jan 20, 2025
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Start up consultant that can creat financial forecast and finically slides for pitch deck
Jan 15, 2025
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Present
Job in progress
Private earnings
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Skills
Skills
- Financial Analysis
- Financial Modeling
- Investment Research
- Data Science
- Real Estate Financial Modeling
- SQL
- Blockchain
- Microsoft Power BI
- Budget Management
- Looker Studio
- Visual Basic for Applications
- API Integration
- JavaScript
- Economics
- Chartered Financial Analyst