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Muhammad Qasim Mughal Netsuite Xero Certified QuickBooks Online Proadvisor QuickBooks Online Advanced Certified Clio Manage Clio Accounting Restaurant 365 ACCA (Accountant) CFA Charter Holder (Financial Analyst, Financial Modelling & Wealth Management Expert) I have proudly aided various clients in different industries to their gratification. Now I have +8 Years of experience in the arena of Accounting, Auditing, Management Consultancy, and Financial Advisory Services. I have finalized statutory audits of many organizations under my supervision. I believe in perfection so any project provided to me will be accomplished with excellence. I do Provide the Following Services: Accounting Services: Bookkeeping, Netsuite, Sage One, Quickbooks, Xero, Financial Reporting, ERP/CRM Consultant, System Documentation Business Consultant: Valuation, Forecasting, Budgeting, Equity Research, Business Plan, Feasibility Studies, System Integration, Working capital Management, Performa Statement Audit & Assurance: Internal Auditing, External Auditing (Non-Statutory), Compilation, Forensic Auditing, Fraud Investigation Here are some of the elements that set me apart: - I will always complete my projects by our established timelines. - I provide free support for 60 days to ensure your project is functional and understood. - I am happy to train you or a team member on use via Skype or telephone. - You will get clear, friendly communication throughout your engagement. Regards M. Qasim Mughal

💎 10 years+ Investment Experience with BlackRock and HSBC (Real Estate Focused) 💎 Closed $500m+ in Investment deals 💎 Closed $1bn+ in Capital Raised for Private Equity Funds 💎 Systems development to manage AUM of $10bn+ What I do ✅Financial modeling - Specialized in Real Estate | Real Assets. Company | Startups | Small Businesses ✅Data Analytics ✅Dashboard Visualization ✅Business Proposals ✅Investment Memos ✅Native English (Australian)

I help founders, leadership teams, and PE-backed operators turn complex strategic, financial, and operational challenges into clear decisions — and the execution cadence to deliver them. I bring 25+ years of senior consulting and investment banking experience, augmented by AI-powered analysis that delivers faster, richer, and more rigorous outputs than traditional consulting alone. $1.3M+ billed on Upwork | 7,500+ hours | 85+ engagements | 100% Job Success | Expert-Vetted | ex-Bain | Wharton MBA Where I add value: - AI strategy & go-to-market: helping AI companies and financial services players define where AI creates competitive advantage, design GTM strategies, and build the operating model to deliver — with sector depth across banking, insurance, wealth management, and fintech - Strategy & transformation: operating model design, performance improvement, cost-out programs, turnaround execution — with KPI dashboards, OKRs, and exec reporting cadence - Fractional CFO: board-ready packs, scenario planning, budgeting and forecasting, decision support — AI-augmented financial modelling and scenario analysis - Due diligence (PE/VC/M&A): commercial and financial diligence, management interviews, synergy planning, red-flag identification — accelerated by AI-powered research and multi-source synthesis - Financial modelling: 3-statement models, DCF, scenario analysis, investor materials Proof: Led cross-border M&A at Lehman Brothers. Served as de-facto CFO for a mid-market manufacturer — returned the business to positive EBITDA in 11 months (2 plant closures, 20% overhead reduction). Delivered GTM strategy for a leading agentic AI company entering financial services across GCC and European markets. Delivered due diligence across targets from EV OEMs to European price-comparison platforms. I work best with: - AI companies entering financial services or scaling GTM in regulated markets - Founders preparing for fundraising, pivot, or exit - Scale-ups and mid-market operators needing senior finance and transformation leadership without a full-time hire - PE/VC teams conducting diligence or driving portfolio value creation How I work: I integrate multi-model AI stack across every engagement (including Claude, Gemini, Perplexity, and ChatGPT) combining outputs for richer analysis, faster synthesis, and more rigorous deliverables than traditional consulting alone. Board-grade output from day one. Sample of recent engagements: - Defined the GTM strategy and financial services entry roadmap for a leading European agentic AI platform, identifying priority use cases across banking, insurance, and wealth management - Designed the target operating model for the Finance function of a Fintech (card issuing and payments infrastructure) — addressing process gaps, controls, and the KPI framework needed to scale - Delivered commercial due diligence and financial modelling for PE funds - Scoped a full ERP migration for a Healthcare company, covering systems integration and a phased transition from legacy accounting system. Expert in NetSuite, QuickBooks, Xero and Sage Fluent: English, Italian, Spanish | Conversational: Portuguese, French If you need more than a model — you need a decision and a plan — let's talk.

I am a Real Estate Financial Analyst with over 7 years of experience in acquisitions, asset management, Development, financial analysis and institutional underwriting. I provide the analytical rigour needed for developers, syndicators, and investment firms to secure debt and equity for complex transactions. I provide clients with data-driven insights through active access to premium platforms, including CoStar, REIS, and Trepp. This allows me to validate market assumptions, track vacancy trends, and provide real-time sales and rent comps without requiring the client to provide their own data subscriptions. To date, I have built over 300 custom financial models from scratch and underwritten a substantial volume of deals, including 1,500 multifamily units and 1,000 commercial assets. I am an analyst with a background in financial analysis, underwriting, development feasibility, property management and bookkeeping, ensuring that every model is built on accurate, real-world operational data. Core Skills & Services • Underwriting: Multifamily, Self-storage, Retail, Office, Hotel, Industrial, and Mixed-use properties. • Financial Modelling: Ground-up development, Value-add, and 10-year Cash Flow projections. • Equity Structures: Complex GP/LP Waterfall modelling with tiered IRR/MOIC hurdles. • Market Research & Data Access: Submarket analysis and rent/sales comps using CoStar, REIS, Crexi, and Marcus & Millichap. • Asset Management: Yardi-based reporting, Asset Summary Reports (ASR), and Portfolio analysis. • Accounting: Professional Bookkeeping, Accounting, and T-12 Financial Normalisation. • Lease Analysis: Detailed Lease Abstracting and CAM/NNN recovery audits. • Investor Materials: Business Plans, Investment Memos, and Pitch Deck development. • Valuation: Comparative Market Analysis (Sales Comparison Approach). Technical Stack & Platform Access • Financial Modelling: Argus Enterprise, Excel (Advanced VBA/Macros), Bloomberg. • Market Data (Active Access): CoStar, REIS, Trepp, Crexi, Marcus & Millichap. • Property Management: Yardi (Expert), MRI, AppFolio, Buildium. Please reach out with any questions, or let’s chat about how I can help with your current pipeline. I look forward to getting in touch!

I am a private equity real estate professional with 11 years of experience working on institutional investment projects resulting in over €2.5 billion of closed deals. I provide premier real estate advisory, such as capital raising and capital deployment support, as well as investment management servicing. I have worked at renowned firms, such as Cerberus Capital Management (one of the 10 largest real estate fund managers in the world), Prologis (no. 1 logistics real estate investor in the world), and other world-class real estate investment firms. I started my career in Paris, analysing private debt real estate investments at ING Real Estate Finance, and co-managing an office and logistics portfolio comprised of 70+ assets scattered across France as part of the DTZ Investors team. I hold the Master of Science in Management degree from the Grande École programme at HEC Paris with an orientation in real estate, and am fluent in French, English, and Spanish, and intermediate in German.

Ex-Goldman Sachs | Portfolio Manager for HNW Investors & Founders | Derivatives Strategist | Fractional Hedge Fund Manager | Wealth Management | Investment Advisor | Options Expert ----------------------------------------------------------- I help high-net-worth investors and founders build aggressive, tax-efficient portfolios designed to outperform traditional allocations. My work focuses on capital-efficient portfolio design — combining concentrated equity strategies, derivatives overlays, and opportunistic allocations to pursue higher long-term returns while managing downside risk. ----------------------------------------------------------- Who I Typically Work With • Founders and business owners with concentrated equity exposure • Investors with $5M+ portfolios seeking more sophisticated strategies • Family offices looking for portfolio overlays and derivatives strategies • Aggressive investors looking to outperform passive allocations ----------------------------------------------------------- Where I Typically Add Value Many of my clients come to me with: • Large concentrated stock positions • Significant liquidity following a business exit • Large portfolios sitting in passive allocations • Complex portfolios that lack a cohesive investment framework I design institutional-grade portfolio frameworks that allow these investors to deploy capital more effectively while maintaining disciplined risk management. ----------------------------------------------------------- What I Deliver • Portfolio Architecture – Custom asset allocation frameworks tailored to investor objectives, liquidity needs, and risk tolerance • Concentrated Position Strategies – Hedging, monetization, and capital-efficient ways to manage large stock positions • Derivatives Strategies – Options and structured overlays used for yield enhancement, leverage, or downside protection • Portfolio Optimization – Reviewing existing portfolios and identifying structural improvements • Institutional Strategy Design – Helping investors implement frameworks similar to those used by hedge funds and family offices. Portfolio sizes I've worked with typically range from $30M to $5B+. ----------------------------------------------------------- If you're a business owner, investor, or family office looking for a more sophisticated approach to portfolio construction, feel free to reach out to discuss your portfolio and objectives.