Hire the Best Asset Management Specialists

I am a Finance-focused professional with 1,600+ Upwork hours, $10K+ earned, and a 5.0-star work history in payroll operations, financial reporting, and data driven analysis. I am an FMVA®-certified finance professional with hands-on experience in financial reporting, payroll operations, Excel-based analysis, and data-driven decision support. My current focus is financial modeling, valuation, and corporate finance analysis. I can support projects involving Excel/Google Sheets models, financial reporting, revenue and expense analysis, forecasting support, KPI tracking, and basic valuation work. I am continuing to strengthen my skills in 3-statement modeling, DCF valuation, comparable company analysis, M&A, and LBO modeling through Corporate Finance Institute training. My goal is to deliver clean, organized, and decision-ready financial work while continuing to build deeper expertise in valuation and investment analysis.

💎 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)

Hi, I’m a finance professional with over 6 years of experience in the banking and investment industry. I have worked with global financial institutions and investment firms including a multinational bank, private credit fund, family office, and hedge fund. I hold a Bachelor’s degree in Economics and a Master’s degree in Finance (Investment Management), and I specialize in fund operations, fund accounting, and financial analysis. What I can help you with: • Retirement Planning • Asset Management and asset allocation • Portfolio Management • Financial analysis and reporting • Excel analysis and financial data organization • Assistance with finance-related research or projects I am detail-oriented, reliable, and experienced in working in fast-paced financial environments where accuracy and efficiency are critical. In addition, I am fluent in English, Cantonese, and Mandarin, which allows me to communicate effectively with international clients and teams. If you are looking for someone with real-world experience in investment operations and financial analysis, I would be happy to support your project.

Your pipeline is empty, not because your offer is weak, but because no one's hearing about it. Cold email, when done right, is still the fastest way to fill a B2B calendar with qualified meetings. I build and run end-to-end outreach systems that do exactly that. ✧ What I Do and Who I Help: I help B2B founders, agencies, and sales teams generate consistent, high-quality appointments through cold email outreach, without them lifting a finger. From building targeted lead lists to writing copy, setting up infrastructure, and managing replies, I handle the entire outreach operation so you can focus on closing deals. ✧ Results and Proof: ➣ 6 years of dedicated cold email experience ➣ 200+ clients served across 40+ industries ➣ 3,000+ meetings booked for clients globally ➣ 340% average ROI across campaigns ➣ 92% client retention rate, most clients don't leave These aren't vanity numbers. They reflect repeatable systems built around your specific offer and audience. ✧ My Process: Every campaign follows a proven 17-step framework: ➔ Define your ICP and build verified, targeted lead lists ➔ Set up and warm up sending infrastructure for maximum deliverability ➔ Craft personalized copy with a sharp offer and angle ➔ Launch sequences, handle replies, and track key metrics ➔ A/B test, iterate, and scale what works No shortcuts. No spray-and-pray. Just clean, strategic outreach that lands in inboxes and starts conversations. ✧ You're a Great Fit If: ✓ You have a B2B offer with a defined target market ✓ You want a done-for-you outreach system, not just a freelancer ✓ You're serious about growth and open to a proven process ✓ You've tried cold email before but couldn't get consistent results ✓ You're ready to scale once meetings start coming in This isn't for you if you're looking for overnight results or have no clarity on your offer yet. Let's Talk: Send me a message with a brief overview of your offer and target audience. I'll tell you honestly whether cold email is the right channel and what results you can realistically expect.

ABOUT: 📰Featured in Wall Street Journal, NASDAQ, Microsoft News, CNBC, Business Insider, Yahoo Finance, Benzinga, Digiday, and International Business Times, Entrepreneur Magazine 🔝1% of Global Talent on Upwork in Business Intelligence & Data Visualization as an Expert-Vetted Program Talent Member 💲Entrepreneur Media Magazine Contributor 🗺️Visual Capitalist Contributor 👩‍💼 Founder of Omni Business Intelligence Solutions ("OBIS") ❌ EX-PwC (Financial Auditor & Business Intelligence Technology Consultant) 🧐 To learn more, please review the portfolio and client reviews section of my profile. CERTIFICATIONS: ✔️MIT Certified in Machine Learning and Artificial Intelligence ✔️NASBA Certified Public Accountant (NYS) ✔️Tableau Desktop Specialist ✔️Power BI | Power Apps | Power Automate ✔️Adobe Analytics ✔️RapidMiner Machine Learning Professional ✔️Adobe Experience Platform - Real-time Customer Data Platform (CDP) ✔️Alteryx Advanced Certification ✔️Google Analytics, Ads, Google Tag Manager & Looker Studio ✔️ACFE Certified Fraud Examiner EXPERIENCE & SKILLS: 📊📈🕵🏻‍♀️ Power BI, Looker Studio, Tableau, Business Intelligence, Data Visualization, Data Analysis, Machine Learning, Generative AI, Artificial Intelligence in Data Science, Natural Language Processing (NLP), Text Mining, Sentiment Analysis, Entity Recognition, Topic Modeling, Chatbots Development, ChatGPT, OpenAI APIs, Google Analytics, Google BigQuery, Supermetrics, Power Automate, Management Consulting, Alteryx, Python Programming, R Programming, ETL (Extract, Transform, Load), Data Mining, SAS, SPSS, AWS, Azure Machine Learning Studio, Cloud Data Management, Database Administration, CRM Analytics, Social Media Analytics, Time Series Analysis, A/B Testing, Data Governance, Data Privacy Regulations (like GDPR, CCPA), Project Management, Agile/Scrum, Stakeholder Management, Financial Analysis, Financial Forecasting, Budgeting, Cost Accounting, Financial Modeling, Certified Public Accountant (CPA), Auditing, Internal Controls, GAAP Standards, IFRS Standards, QuickBooks. CONTRACT POLICY: AS OF JANUARY 1ST, 2025, CONTRACTS OPEN WITHOUT ACTIVITY WILL BE CHARGED 2 HOURS PER MONTH TO KEEP IT OPEN. HOURS DO NOT ROLL INTO NEXT CALENDAR YEAR.

My work focuses on high level financial modeling, financial projections, FP&A and treasury for businesses where the the analysis is as important as the numbers themselves. 💡 Where I add the most value: Finance Function Oversight - Own monthly and quarterly close quality and timing - Define KPIs and the reporting cadence that drives accountability - Design board and investor reporting packages - Bring discipline and rhythm to founder-led finance teams Capital & Strategic Finance - Advise on capital structure, debt, and fundraising decisions - Financial narrative for investor and lender conversations - Set valuation logic and review modeling assumptions - Translate financial performance into strategic recommendations FP&A, Treasury & Decision Support - Manage the budgeting, forecasting, and variance cycle - Oversee cash flow, liquidity, and runway management - Partner with founders on pricing, margin, and unit economics 🏢 Industries I work in: CPG and e-commerce, senior living and assisted care, PE-backed operating companies, and technology and online marketplaces (I'm a Sr. Treasury Analyst at Upwork). I'm probably a strong fit if: - You're heading into a lender, investor, or board conversation and need the numbers and the narrative right - You want financial reporting that explains the why and informs what to do next Send me a message and let's chat about what you're working on!