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  • $40 hourly
    🎯 Expert Vetted + Top Rated Plus + over $1 million in Earnings I offer Complete CFO Support Services. The goal is to become a one stop finance, business planning and accounting solution for your company. We love working with Fractional CFOs, Coaches, Lawyers, Bankers and Consultants. We are trusted white label partners for over a decade for some of our clients. (Happy to sign NDA and Non circumvention agreements to protect your IP). Mission Statement: Partnering with clients to drive growth, profitability, and success I have graduated from Manchester Business School, England (A Top 20 Global B School) I am an Alum of IIM Bangalore and SRCC Delhi (India's top B schools). I also secured National Rank 14th in CA CPT Exams (CPA equivalent). I manage Efincatalyst, with a focus on offering Business and Financial Consulting. Highly advanced Finance and Excel modeling skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial projections and statements. I am also an expert in creating pitch decks, business plans and corporate presentations targeted at bankers and investors. I am also joined by my Partner- Jain, a Financial Consultant with expertise in offering CFO solutions, financial modeling, pitch decks, ICOs, Crypto, and investor fundraising. He is a CA (CPA equivalent), CFA L2 Candidate and has studied at Cambridge University (Sydney Sussex College), England. Software Stack Proficiency: MS Excel, Google Sheets, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, NetSuite, Zoho Books, Zoho Analytics, Fathom (FathomHQ) and MS Suite. ✅ Proficient in: ---------------- - Fundraising Business Plans And Investor Presentations - Pitch Decks and Pitch Books - Business Plan Writing - Investment Research - Financial Research, Planning, Analysis - Data Visualization and Analytics - Memorandum for Sale Presentation (Investor Memorandums) - Valuation Report and Analysis - Accounting and Financial Reporting - Financial Forecasting - FP&A SaaS Ops - M&A LBO Modeling - Real Estate Modeling - Investor MIS KPI Dashboards ✅ Working With Me Can Be Beneficial In The Following Ways: -------------------------------------------------------------------- - Excellent Written and Spoken English Skills. (Published Writers) - ~60 Hours/week availability - Committed to finish projects in agreed deadline - Flexible working hours as per customized client timings - I provide project/job updates on a regular basis so that you can track the progress. - I will help you in all the different stages of the project. - I have traveled extensively across the United States, Europe and GCC. - 50% of our clients are from US and Canada, 30% from Europe and Middle East - We are happy to take both long term and one-off projects. We have been working with some clients for over 5 years on the platform. - We focus on supporting Startups, SMBs and Corporates Our USP: We love our profession. We love reading, talking and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives. Please feel free to have a no obligation call to understand if we can add value to your business.
    vsuc_fltilesrefresh_TrophyIcon Aviation InterTec Services RAAS
    Business Plan
    Financial Accounting
    Investment Research
    Financial Management
    Legal Consulting
    Bookkeeping
    Budget Management
    Business Analysis
    Business Valuation
  • $45 hourly
    ✨ 15+ 𝒀𝒆𝒂𝒓𝒔 𝒐𝒇 𝑬𝒙𝒄𝒆𝒍𝒍𝒆𝒏𝒄𝒆 | 1500+ 𝑪𝒍𝒊𝒆𝒏𝒕𝒔 𝑺𝒆𝒓𝒗𝒆𝒅 𝑾𝒐𝒓𝒍𝒅𝒘𝒊𝒅𝒆 ✨ Welcome! I’m a highly experienced financial consultant, offering a comprehensive range of services, from accounting and bookkeeping to advanced financial modeling, business planning, and pitch deck development. With over 15 years in the field, I’ve had the privilege of assisting over 1,500 clients worldwide, spanning diverse industries such as e-commerce, real estate, technology, and healthcare. Whether you're a startup seeking capital, a growing business looking to streamline your finances, or an established company in need of expert CFO guidance, I provide tailored solutions that help you achieve your financial goals. 🟢𝐖𝐡𝐲 𝐖𝐨𝐫𝐤 𝐰𝐢𝐭𝐡 𝐌𝐞? 🔸 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 & 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆: I deliver high-level strategic guidance on budgeting, forecasting, cash flow management, and financial analysis to optimize your business operations. 🔸 𝗘𝘅𝗽𝗲𝗿𝘁 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 & 𝗕𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴: Specializing in QuickBooks, Xero, and SAP, I ensure your financial records are accurate and up-to-date, providing you peace of mind. 🔸 𝗖𝘂𝘀𝘁𝗼𝗺 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝘀: I build robust financial forecasts, valuation models, and scenario analyses that support informed decision-making. 🔸 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴: I create detailed, actionable business plans and operational strategies to guide your business towards growth and sustainability. 🔸 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿-𝗥𝗲𝗮𝗱𝘆 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸𝘀: I craft compelling, data-driven presentations that effectively communicate your business’s value proposition to investors. 📌 𝐊𝐞𝐲 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞: ⦿ QuickBooks & Xero Certified Expert ⦿ Financial Planning & Analysis (FP&A) ⦿ Budgeting & Forecasting ⦿ Financial Reporting & Cash Flow Management ⦿ Business Plan Development ⦿ Market Research & Strategic Analysis ⦿ Valuation & Scenario Analysis ⦿ Payroll & Tax Preparation Support 🏭 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐒𝐞𝐫𝐯𝐞𝐝: I have extensive experience across a range of industries, including: ⦿ E-commerce (Amazon, eBay, Shopify, etc.) ⦿ Real Estate & Property Management ⦿ Technology & SaaS ⦿ Healthcare & Biotech ⦿ FinTech & Financial Services ⦿ Consumer Goods & Retail 📈 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬: 🔹 $100M+ raised for startups and businesses through strategic financial modeling and pitch deck development. 🔹 95% success rate in securing investor meetings and funding. 🔹 1,000+ clients worldwide, with over 500 positive reviews and a consistent 5-star rating. 💬 𝐂𝐥𝐢𝐞𝐧𝐭 𝐓𝐞𝐬𝐭𝐢𝐦𝐨𝐧𝐢𝐚𝐥𝐬 ⭐⭐⭐⭐⭐ “This was our first time working together, but it was so easy to get started and Sadaf quickly understood our targets and accommodated the way we work. She was extremely patient with our continuous change in deliverables, worked hard to meet our expectations and often suggested how we could improve our work and make the project more efficient. Well skilled in her profession and an absolute pleasure to work with.” — 𝑳𝒂𝒓𝒔 𝑵𝒂𝒓𝒇𝒆𝒍𝒅𝒕, 𝑪𝑶𝑶 ⭐️⭐️⭐️⭐️⭐️ "Sadaf was above & beyond what we could’ve asked for! I will certainly hire her again, and will recommend her to anyone I can! Her and her team’s quality of work is excellent, and she gets things done very quickly. She is very engaging, and responsive, there for our every beckon call. She spent nearly an hour on a phone call with us to go over the numbers and helped us brainstorm some new numbers when we needed them. Amazing, incredibly talented professional – you will be doing yourself a big favor if you hire her!! 🙂" — 𝑬𝒎𝒎𝒂 𝑺á𝒏𝒄𝒉𝒆𝒛 𝑨𝒏𝒅𝒓𝒂𝒅𝒆 𝑺𝒎𝒊𝒕𝒉, 𝑪𝒐-𝑭𝒐𝒖𝒏𝒅𝒆𝒓 ⭐️⭐️⭐️⭐️⭐️ "Excellent and professional approach and I am happy with the results. The working with team Oak Consultant was wonderful and all assignments were completed with lot of energy and professionalism by members of the team." — 𝑳𝒂𝒍𝒊𝒕 𝑽𝒊𝒅𝒉𝒂𝒏𝒊, 𝑪𝒐𝒏𝒔𝒖𝒍𝒕𝒂𝒏𝒕 📝 𝑳𝒆𝒕'𝒔 𝑪𝒐𝒍𝒍𝒂𝒃𝒐𝒓𝒂𝒕𝒆! Are you ready to elevate your business with expert financial guidance? Whether you need ongoing accounting support, a detailed financial model, or a strategic business plan, I’m here to help you succeed. Let’s set up a call and explore how my services can contribute to your success. 📞 𝑩𝒐𝒐𝒌 𝒂 30-𝑴𝒊𝒏𝒖𝒕𝒆 𝑪𝒐𝒏𝒔𝒖𝒍𝒕𝒂𝒕𝒊𝒐𝒏 𝑻𝒐𝒅𝒂𝒚!
    vsuc_fltilesrefresh_TrophyIcon Aviation InterTec Services RAAS
    Financial Accounting
    Business Valuation
    Financial Modeling
    Market Analysis
    Pitchbook
    Startup Consulting
    SaaS
    Microsoft Excel
    Business Process Modeling
    Xero
    Cost Accounting
    Venture Capital Consulting
    Business Plan
    Financial Analysis
  • $100 hourly
    I am an ex-Investment Banker with more than 8 years of experience in Mergers & Acquisitions, IPOs, and Leveraged Finance at Bulge Brackets Institutions in Europe (UBS London and Lazard Paris) and most recently in South America (BTG Pactual and BBVA, Peru). From this I have developed strong quantitative and analytical skills, along with financial modelling and presentation abilities. As an Investment Banker I have been through the whole process of an M&A transaction, from pitching the client, preparing the marketing materials (teaser, information memorandum, management presentation), contacting the bidders, managing the dataroom and Q&A, organizing the site visits, negotiating the SPA, etc. I have been involved in more than 25 M&A processes, be it on the sell side or buy side. I have also built and reviewed a significant amount of operating or valuation models (100+) sent by clients that we had to adapt and modify or by reviewing my analyst’s models. Preparing presentations or marketing materials is also a key task of an Investment Banker; I have personally worked on more than 200 pitches presented to clients and prospects, 15 Information Memorandums sent to potential Investors, and 10 Management Presentations presented by company executives to interested bidders. I have worked in industries such as Healthcare, Tech/SaaS, Luxury Goods, Sports, Industrial, Manufacturing, Infrastructure, Energy, Mining. I combine my extensive experience with outside-the-box thinking, a high attention to detail, knowledge of current business issues, and a commitment to excellence for any work I undertake. I have repeatedly been able to turn around situations which others considered too difficult or impossible, to the advantage of my clients. As a freelance financial consultant I specialize in: - Business valuations - Complete Financial plans (full 3 statements) - Preparation of information memorandum/pitch decks for investors - Creation of Business plans - Market research (industry analysis, market sizing, competitive analysis, customer analysis, SWOT) - Financial due diligence - Analyzing Financial Statements - Cap tables I take your success and satisfaction personally, as it reflects directly on me as a professional. I will accept engagements only after first being clear about your needs, goals, and expectations. I look forward to working together and I would finish by stating that I am 100% committed to making sure that all our mutually agreed goals are not only met, but exceeded. Davy
    vsuc_fltilesrefresh_TrophyIcon Aviation InterTec Services RAAS
    Corporate Strategy
    Research & Strategy
    Private Equity
    Venture Capital Consulting
    Corporate Finance
    Financial Analysis
    Sales Presentation
    Financial Presentation
    Financial Reporting
    Business Presentation
    Business Modeling
    Business Valuation
    Financial Modeling
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