Hire the Best Budgeting & Forecasting Specialists

Need to control food costs, set profitable prices, or make sense of your P&L? I help Food & Beverage businesses and entrepreneurs turn messy spreadsheets into reliable financial tools that improve margins, track performance, and simplify operations. I’m a CIMA (UK) qualified Cost & Management Accountant with 8+ years of hands-on experience across food & beverage, retail, and service-based industries. I specialize in building clean, powerful Excel/Google Sheets models that give business owners clarity and control. 🔧 What I Can Help With: 📊 Menu Engineering & Food Costing Models 💸 Pricing, Profit Margin, and Break-even Analysis 🧾 Feasibility Reports & Financial Forecasting 🧮 Profit & Loss Breakdown (by item, branch, or concept) ⚙ Operations Optimization & Labor Costing 📥 Clean, Accurate Data Entry & Report Automation Whether you're launching a new café, refining your menu pricing, or trying to understand why your profits are slipping — I can build the tools and reports to help you decide with confidence. 🏆 Why Work With Me: ✅ CIMA Qualified – Expert in Cost Accounting ✅ 100% Upwork Job Success Score ✅ $10,000+ in project revenue and growing ✅ Trusted by startups and small businesses across 4 continents 📩 Let’s discuss how I can support your business — message me and I’ll respond quickly.

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.

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.

Need a sharp, CFA-level financial modeler to help you raise capital, forecast growth, and make smarter financial and investment decisions? You’re in the right place. I’m a performance-driven Finance professional with 10+ years of experience in financial modeling, forecasting, FP&A, budgeting, valuation, and corporate finance — helping founders, investors, and executive teams turn data into decisions that drive real results. With a background spanning Oil & Gas, SaaS, Manufacturing, Construction, Real Estate, and Asset Management ($1B+ AUM), I combine deep accounting and analytical expertise (IFRS, financial statements, ERP systems) with strategic financial leadership to deliver actionable insights, precise models, and decision-ready reports. ⚙️ What I Do I build clear, dynamic, and investor-ready financial models and reporting systems that help you take control of your numbers and plan with confidence: ✅ 3-Statement Financial Modeling — Integrated P&L, Balance Sheet & Cash Flow with charts, ratios, and scenario testing ✅ Valuation & Investment Models — DCF, IRR, NPV, payback, comps, and capital budgeting analysis ✅ FP&A & Budgeting Systems — Forecasting, cost optimization, and variance tracking dashboards ✅ Cash Flow Forecasting — Weekly, monthly, and 13-week rolling models for liquidity and runway planning ✅ KPI & Performance Dashboards — LTV/CAC, ROI, burn rate, margin tracking in Excel or Google Sheets ✅ Cap Table & Equity Modeling — Ownership dilution, fundraising scenarios, LP/GP waterfalls ✅ Scenario & Sensitivity Analysis — Base, bear, and bull cases to guide confident decision-making ✅ Management & IFRS Reporting — Investor, board, and audit-ready financial packages 🧠 Why Clients Hire Me ✔️ Strategic + Technical: I bridge accounting precision with investor-grade financial storytelling ✔️ Flexible & Scalable: Tailored solutions for startups, SMEs, and established enterprises ✔️ Industry Versatility: From SaaS and AI startups to multi-branch manufacturing and real estate firms ✔️ Proven Impact: Built dashboards that cut overhead by 20%, shortened month-end closes from 7 days to 5 hours, and helped clients avoid cash crunches months in advance 🌎 Industries I Serve SaaS, Tech & eCommerce Manufacturing & Construction Real Estate & Investment Firms Healthcare & Private Practices Traditional & Alternative Investments 📊 Results You Can Expect Accurate forecasts that attract investors and lenders Data-driven insights that optimize growth and profitability Clean, automated models that simplify complex decisions Financial clarity that lets you run your business like a CFO 📩 Let’s Talk If you’re looking for a trusted financial partner to help you understand your numbers, build investor-ready financial models, or take control of your financial strategy — send me a quick message. I’ll tell you exactly how I can help or point you in the right direction.

I build the financial models, reporting packages, and analysis that finance teams and investors rely on to make decisions. Senior Treasury Analyst at Upwork Inc. I bring institutional-grade rigor to every engagement: cross-checking every slide figure against the underlying model, catching errors before delivery, and building reporting that holds up under scrutiny. 💡 Where I add the most value: Financial Modeling & Reporting • Build and maintain financial models, covenant monitoring, and board-style reporting decks • Track DSCR, Debt Yield, and operating KPIs across multi-property portfolios • Produce monthly and quarterly reporting packages with zero-error delivery standards FP&A & Treasury Support • Manage budgeting, forecasting, and variance analysis • Support cash flow, liquidity, and covenant compliance work • Build public comparable benchmarking for valuation and performance context Capital Readiness • Build the financial models and narratives founders need to raise capital • Translate raw financials into clear, decision-ready stories for lenders and investors • Partner with founders on reporting cadence and KPI design that builds investor confidence 🏢 Industries I work in: CPG and e-commerce, senior living and assisted care, PE-backed operating companies, banking and financial services, and technology and online marketplaces. I'm a strong fit if: • You need a financial model or reporting package built with zero tolerance for errors • You're preparing for a lender, investor, or board conversation and need the numbers airtight • You want an analyst who catches problems before they reach your stakeholders, not after

This is Muhammad Abdullah, a Chartered Accountant from the Institute of Chartered Accountants of Pakistan (ICAP), with extensive experience in audit, finance, taxation, and corporate advisory. I help businesses, investors, and M&A teams build decision ready financial models including 3 statement models, DCF valuations, LBO models, acquisition models, forecasts, and investor ready projections. I bring 4 years of articleship experience in the Audit & Assurance department of EY Ford Rhodes (Pakistan), along with international secondment exposure with EY Middle East in Al Khobar (KSA) and Qatar. Additionally, I have 4 years of post-qualification experience leading accounts, finance, taxation, and corporate compliance functions, working closely with senior management and handling complex financial and regulatory matters. 🔹 Professional Expertise ✅ External & Group Audits ✅ Financial Reporting under IFRS ✅ Auditing in accordance with ISA ✅ Interim Reviews & Agreed-Upon Procedures ✅ Internal Audit Assessments ✅ Taxation & Corporate Compliance ✅ Financial Analysis & Advisory ✅ Multi-sector Industry Experience I have worked with a diverse portfolio of national and international clients across: ✅ Banking & Capital Markets ✅ Power & Utilities ✅ Manufacturing ✅ Real Estate & Construction ✅ Insurance ✅ Pharmaceuticals ✅ Information Technology ✅ Other diversified sectors 🔹 Leadership & Current Role Currently, I am serving as the CEO of UJA Consultants. UJA Consultants is a multidisciplinary advisory firm committed to supporting businesses with reliable, high-quality, and cost-effective solutions. Our team includes Chartered Accountants, Legal Advisors, HR Consultants, IT Professionals, and Corporate Specialists working together to help clients navigate today’s complex and evolving business environment. 🔹 What We Deliver ✅ Financial Advisory & Accounting Services ✅ Taxation & Regulatory Compliance ✅ Corporate & Legal Advisory ✅ HR & Business Consulting ✅ IT & System Support We are dedicated to helping businesses achieve sustainable growth by providing practical, efficient, and value-driven solutions.