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Previously Senior Valuations Consultant at a top commercial real estate valuations firm; I have expert-level experience with Argus Enterprise, Excel, financial modeling and projections, and real estate underwriting and valuations. I also have an intense passion for spreadsheets and automation, and am a Google Sheets expert.

Are you looking for a financial modeling expert who can transform your business ideas and financial data into accurate, investor-ready models? I help startups, SMEs, investors, and established businesses make informed financial decisions by building robust, dynamic, and easy-to-use financial models tailored to their goals. My Services ✔ Financial Modeling (3-Statement Models) ✔ Financial Forecasting & Projections ✔ Business Valuation (DCF, Comparable Companies, Precedent Transactions) ✔ Startup Financial Models ✔ Budgeting & Cash Flow Forecasting ✔ Revenue & Expense Forecasting ✔ Scenario & Sensitivity Analysis ✔ Break-even Analysis ✔ Investment Analysis ✔ Financial Dashboards ✔ Excel Automation ✔ Business Plans with Financial Projections ✔ Investor-Ready Financial Models ✔ Pitch Deck Financials ✔ KPI Dashboards ✔ Profit & Loss Statements ✔ Balance Sheet & Cash Flow Models Industries Served • SaaS • E-commerce • Healthcare • Real Estate • Manufacturing • Logistics • FinTech • Retail • Renewable Energy • Construction Why Clients Hire Me ✓ Accurate and audit-ready financial models ✓ Clean, professional Excel workbooks ✓ Fast turnaround ✓ Investor-friendly reports ✓ Confidential handling of business data ✓ Clear communication and on-time delivery Whether you’re raising capital, applying for funding, seeking investment, valuing a business, or planning future growth, I deliver financial models that provide clarity and support better decision-making.

Hello, I am no longer on UpWork accepting roles. Thank you to all past clients who entrusted me with their projects

ALL YOU NEED TO KNOW: I combine 2 skills sets very well 1) I am highly analytical (proforma, feasibility analysis, market studies) 2) I am very design oriented (pitch decks, presentations, drone videography) NOT CONVINCED? HERE'S MORE ABOUT ME: Since 2014 I have worked as a freelancer focused on CRE, with clients ranging from a large property/asset management firm to an EB-5 Capital broker dealer, where I've done financial modeling, acquisition underwriting, investment pitch deck creation, and waterfall modeling. I worked at Marcus and Millichap (acquisitions/asset management, 6 years), RSG Inc. (Real Estate Consultant to Cities, 3 years), Wesco Homes and K.Hovnanian Homes (Planning, Entitlements, 2 years), and freelancer for 3 years. I have an MBA from UC Berkeley, an MA in Urban Planning from UCLA, and a B. Arch in Architecture from Cal Poly Pomona. The reason I am an ideal consultant, is that I work closely and iteratively with the client to ensure that the work delivered is of the highest quality, but is also analyzed and thought all the way through.

- Institutional investor with 20+ yrs experience in investment banking, private equity and real estate. - Closed nearly $1 billion in transactions across a multitude of asset classes, transaction types, and industries. - Led all underwriting, finance and investment management functions. - Expertise in financial modeling, financial analysis, deal origination, transaction execution, corporate and real estate valuation, financial and legal structuring, due diligence, acquisition/financing/investment documents, fund management, fund structuring and bookkeeping / accounting. - Extensive work on both the buy side and the sell side, giving me unique insights into what investors look for during due diligence.

Core Services: - Building & updating cap table in Excel, or in a software program. - Onboarding to a cap table management platform, such as Carta, Mantle, Pulley, Capboard, Cake or others. - Comprehensive administration of equity plans and cap table, including issuing grants, processing terminations, and generating custom reporting. - Auditing cap table to ensure accuracy & compliance - Can provide exclusive deals and discounts to cap table management software through industry partnerships. I can assess your current utilization of the software you might be using to identify cost savings of possibly switching platforms. Credentials: -Ex-Carta employee -Certified Equity Professional certificate -Owner of boutique stock administration firm