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Fractional CFO and financial modeling expert — 20+ years building investor-grade models, valuations, and M&A and due-diligence work used in boardrooms, fundraises, and live deals across the US, UK, Europe, the Middle East, and APAC. I pair an engineer's rigor with a finance strategist's judgment — a B.Tech from IIT Bombay and an MBA in Finance & Strategy from IIM Lucknow — plus two decades as a hands-on finance partner to PE/VC funds, family offices, investment banks, corporates, and growth-stage founders. As a Top-Rated Plus freelancer with a 100% Job Success Score and $100K+ earned here, I deliver decision-grade work — on time, every time. If you need a number you can take to a board, an investor, or a deal table, that's what I build. What I do for clients 1. Fractional / Virtual CFO — Full finance leadership without the full-time cost: FP&A, budgeting, forecasting, cash-flow and working-capital management, month-end close, reconciliations, internal controls, controllership, and board and investor reporting — plus clean bookkeeping and accounting (incl. cash-to-accrual conversions and QuickBooks/Stripe workflows). 2. Financial Modeling & Valuation — Investor-grade Excel models: three-statement, DCF, LBO, scenario and sensitivity analysis, and cap tables, plus SaaS/startup, real estate, energy, and manufacturing models. Business, equity, and asset valuation you can defend. 3. M&A Advisory & Due Diligence — Buy- and sell-side support: financial and commercial due diligence, Quality of Earnings (QoE), target screening and profiling, synergy assessment, deal structuring, data-room management, and board-ready transaction decks. 4. FP&A & Capital Raising — Forecasts, budgets, proforma financials, variance analysis, capital-structure optimization, and fundraising support: investor decks, pitch decks, financial projections, and business plans built to raise. 5. Investment & Equity Research — Fundamental and technical equity research, credit and fixed-income analysis, sector and thematic screening, and portfolio strategy for funds and asset managers. 6. Market Research & Strategy — Market-entry and feasibility studies, TAM/SAM/SOM and market sizing, competitive benchmarking, go-to-market (GTM) strategy, and country-risk and macro assessments. Why clients come back - 20+ years across corporate finance, strategy, research, and M&A, including roles with leading global firms - Investor-grade outputs trusted by PE/VC funds, family offices, and corporates worldwide - Top-Rated Plus | 100% Job Success | $100K+ earned | 2,600+ hours - Every deliverable custom-built, source-checked, high quality, and delivered on schedule - Senior expertise at a fraction of in-house or big-firm cost I work on hourly, fixed-price, retainer, or dedicated-team terms — whatever fits your scope. Looking for a fractional CFO, financial modeler, valuation analyst, M&A and due-diligence partner, FP&A expert, or research and strategy advisor who delivers boardroom-ready results? Message me a few details about your project — I respond within 12 hours and will be glad to set up a quick intro call.

Strategic and results-oriented finance professional with over 10 years of experience, specializing in FP&A and Financial Modeling, CFO Services, Excel and Google Sheet Automation, and Accounting & Bookkeeping. Recognized for delivering tailored financial solutions that enhance decision-making, optimize financial performance, and drive business growth. A Chartered Accountant (CA) with advanced expertise in financial automation, data analysis, and strategic leadership. 🔹 Core Services and Expertise: 📊 FP&A and Financial Modeling: Developing advanced financial models for various industries, including SaaS, Real Estate, E-Commerce, Manufacturing, and Blockchain. Performing detailed financial analysis, budgeting, forecasting, and scenario planning to support strategic decision-making. Crafting customized dashboards and reports for real-time performance tracking. 🏢 CFO Services: Providing strategic financial leadership, including cash flow management, financial strategy, and risk management. Conducting financial planning, performance analysis, and profitability optimization. Managing investor relations, corporate finance, and compliance to ensure sustainable growth. ⚡ Excel and Google Sheet Automation: Designing and automating complex spreadsheets to save time and enhance accuracy. Mastery of Excel functions, VBA programming, macros, and Google Sheets scripting for seamless workflow automation. Developing custom templates, dashboards, and automated reporting solutions. 📚 Accounting and Bookkeeping: Delivering accurate and timely financial reporting, including journal entries, reconciliations, and financial statements. Ensuring compliance with accounting standards and regulatory requirements. Streamlining accounting processes for efficiency and accuracy. 🌟 Professional Highlights: Successfully completed 120+ projects on Upwork, maintaining a strong reputation for quality and client satisfaction. Developed and automated financial models and dashboards for clients, improving decision-making speed and accuracy. Reduced manual data management by over 60% through automation in Excel and Google Sheets. Delivered CFO services for multiple organizations, improving financial transparency and driving profitability. 🎓 Education and Certifications: Chartered Accountant (CA) – Specializing in Finance Bachelor’s Degree in Accounting – Gujarat University Advanced Excel and Google Sheets Certification – Expertise in automation and financial modeling Proficient in Data Visualization: Power BI and Tableau for creating interactive dashboards and reports 💡 Let’s Collaborate: Whether you are looking to optimize your financial performance, streamline your accounting processes, or leverage automation for efficiency, I am here to provide tailored solutions that align with your business goals.

Greetings, ✨ Unlock Investor-Grade Success! ✅ I am a Member of Tech Coast Angel investment network, board member of NGO based in Florida and independent management consultant with 18 years of experience. I help clients to craft Business Plans, Financial Models, and Projections that 💸 raise capital through equity, Debt, Grants, including SBA, and 🚀 accelerate their business growth! 🤝 Partner with an Expert: 🔹 Startup Founder 🔹 Raised $50M+ from Investors, Grants & Banks 🔹 Helped 100+ startups Let’s elevate your vision to the next level! 📈💼 🚀 Master of Funding: I’ve orchestrated over $2BILLION in capital. I provide a comprehensive investor deck package within 3-4 weeks, including a business plan, financial model, pitch deck, and business summary. 🔗 Sector Agnostic Expertise: From Metaverse to Blockchain, SaaS, Fintech, NFT, DeFi, and RegTech, I translate complex challenges into actionable strategies. 🌱 Championing Entrepreneurs: I support startups from ideation to investor engagement and contractual fruition. 👨‍💼 Virtual CXO Suite: Offering strategic leadership across CEO, Business Development, and CMO roles to guide your venture to success. 💼 Strategic Planning & Execution: Facilitating strategy workshops, SWOT analysis, and aligning goals with market opportunities. 📊 Market Research & Analysis: In-depth competitive and market analysis, providing insights beyond AI capabilities. 💰 Financial model, Analysis & Planning: Assessing financial health, cash flow analysis, and risk management for sustainable growth. 📈 Snapshot of Excellence: Mastery in business, pricing, and financial models 📊 Innovative branding and marketing strategies 🎨 Proficient in website enhancement and digital content 💻 Accomplished in sales and marketing collateral 📑 Skilled in product strategy, development, and management 🔧 Expert in drafting and negotiating business contracts 📝 Leadership and team management coaching 👥 🌍 A Global Partner: My portfolio of successful collaborations stretches across the Americas 🌎, Europe 🌍, Asia 🌏, the Middle East 🕌, Africa 🌍, and Oceania 🏝️, underscoring a global perspective in solving business challenges. 🔽 Our Premium Deliverables 🔽 📄 Business Plans & Proposals Craft detailed business descriptions, market analysis (TAM/SAM/SOM), competitive & SWOT analyses, go-to-market strategies, personnel plans, and robust financial projections to set your business up for success. 💼 Financial Models & Reports Develop complex financial models, budgeting, and forecasting tools. Provide 1-3-5 year projections, monthly P&L statements, pro-forma financials, and comprehensive reports using advanced Excel & Google Sheets techniques. 💡 Fundraising & Corporate Governance Advisory Create compelling pitch decks, executive summaries, and information memorandums. Offer expertise in company valuation, investor targeting, cap table management, exit strategies, and drafting key investment agreements. 🎯 Grant Documentation Prepare professional grant proposals, conduct eligibility assessments, ensure compliance, justify budgets, and compile detailed progress and final grant reports to secure essential funding for your initiatives. Let’s Forge Your Path to Success: I am here to dive into your aspirations and navigate through your challenges. Let’s initiate our collaboration with a brief discussion to unlock unparalleled value together. Warmest regards, Vishal

 Ex Banker (Citibank, Mashreq)  Chartered Accountant  Financial Modelling Specialist  Pitch Deck Specialist  Strategic Planning, Budget & Valuation. I'm a seasoned banking professional with over 20 years of experience in strategic planning, financial and management accounting, regulatory reporting, and MIS. My background includes a successful tenure at Citibank and other multinational banks, where I spearheaded various initiatives and played a key role in financial management, strategic planning, and innovative projects. I am now a freelancer, offering my wide-ranging skills and knowledge to businesses looking to optimize their financial strategies and achieve sustainable growth. I specialize in financial modelling, business plan preparation, pitch deck creation, and investor presentations, among other services. My broad experience in the banking sector has equipped me with the precision, diligence, and foresight required to help businesses make informed decisions. My utmost pleasure lies in assisting businesses in making better decisions and watching them grow. Are you a business owner or entrepreneur who is struggling with any of the below-mentioned problems? • Is the complexity of financial modelling consuming more of your time than you'd like? • Do you find it challenging to ensure the accuracy of data when consolidating information from various sources? • How confident are you in forecasting your business's financial performance, especially in uncertain environments? • Do you ever feel that your lack of financial modelling expertise hinders your strategic decision-making? • How do you handle changing business landscapes and ensure your financial assumptions and projections stay up-to-date? • Have you faced difficulties incorporating different scenarios into your financial models for effective scenario planning? • Do resource constraints, especially in smaller businesses, impact your ability to dedicate time and effort to financial planning? • Is presenting complex financial information to stakeholders in a clear and understandable manner something you find challenging? If yes, look no further—I am here to address your financial modelling challenges and guide you towards strategic decision-making with confidence. I can offer you a range of financial services and contribute to your business's financial excellence, I'm here to support your journey. Are you a start-up company facing some of the below-mentioned problems while preparing pitch decks? • Story Clarity: Do you find it challenging to articulate a clear and compelling narrative that effectively communicates your business idea and its value proposition? • Content Prioritization: How do you decide on the most crucial information to include in your pitch deck while maintaining brevity and avoiding information overload? • Visual Appeal: Are you struggling to strike the right balance between visual elements and text in your pitch deck to keep your audience engaged without sacrificing professionalism? • Financial Projections: Do you face difficulties in developing realistic and persuasive financial projections that instil confidence in potential investors? • Market Understanding: How confident are you in demonstrating a deep understanding of your target market, competition, and the unique selling points that set your startup apart? • Adaptability: Is it challenging to craft a pitch deck that can be easily tailored for different audiences, whether they are potential investors, partners, or clients? • Consistency: Do you struggle to maintain a consistent and cohesive visual and messaging theme throughout your pitch deck? • Engagement: How do you ensure that your presentation captivates and maintains the attention of your audience, fostering interest in your business? • Handling Questions: Are you prepared to anticipate potential questions or concerns from investors and proactively address them in your pitch deck? • Differentiation: Do you find it challenging to clearly articulate what makes your startup distinctive and why it stands out in the market landscape? Having crafted numerous pitch decks for a variety of startups, I specialize in addressing the very challenges you might be facing. I ensure crystal-clear storytelling, adept content prioritization, and an engaging visual approach. My expertise in developing realistic financial projections, understanding market dynamics, and tailoring presentations for diverse audiences positions me to not only meet but exceed your expectations. Let's collaborate to make your pitch deck a compelling and impactful tool for your business success Please feel free to get in touch if you believe that my skills and experience align with your requirements or if you have any specific projects in mind. I'm here to provide you with the expert financial guidance your business deserves.

Technical Project & AI Implementation Consultant | PMP® | Scrum & Product Owner | Digital Marketing & Tech Strategy I help SaaS, tech, and digital marketing leaders turn complex ideas into structured execution and measurable results. With 15+ years of experience leading cross-functional teams, driving product strategy, and delivering high-impact technology initiatives, I bring clarity and predictability to projects that matter. I am a PMP® Certified Project Manager, certified in Scrum and Product Ownership, with deep experience in AI-powered enterprise implementation, digital transformation, and cross-department optimization. I specialize in bridging the gap between strategy and delivery — from requirements gathering and roadmap planning through execution, QA, and launch. 🔍 What I Do Technical Project Leadership • End-to-end project management • Sprint/Agile delivery • Risk & scope control • Resource planning • KPI tracking • stakeholder alignment • Issue resolution • cross-team communication AI Strategy & Implementation • AI adoption planning • Prompt/system design • Enterprise & cross-department AI rollouts • Workflow automation • governance & documentation • MVP AI product delivery SaaS & Digital Product Delivery • Requirements → epics → features → stories • Jira/ClickUp/Asana configuration • release planning • UX/flows • QA oversight • sprint cadences Digital Marketing + Growth Projects • Lead gen operations • CRM and automation setup • Paid acquisition implementation support • GoHighLevel (GHL), Zapier, n8n • campaign delivery tracking • documentation & training systems Consulting & Advisory • Strategy workshops • Product planning • execution playbooks • operational systems & SOPs • executive reporting 🔧 Tools & Technology • Project & Product: Jira, ClickUp, Asana, Notion • Documentation & Reporting: Confluence, Google Workspace • CRM/Automation: GoHighLevel (GHL), HubSpot, Zapier, n8n • Data & Tracking: Google Analytics, dashboards • AI & Productivity: ChatGPT, AI workflow tools 📈 Why Clients Work With Me ✔ I turn ambiguity into execution plans ✔ I build reliable systems that scale ✔ I bridge business, product, and technical teams ✔ I communicate clearly with clients, technical teams, and executives ✔ I deliver on time and on budget 🧠 Certifications • PMP® — Project Management Professional (PMI) • Certified Scrum Practitioner • Product Owner Certification • Atlassian: Jira Workflow & Scrum Setup Expert • Google Digital Marketing & Analytics Certifications (plus ongoing AI systems & implementation expertise) 🌍 Experience Highlights • Led multiple SaaS and enterprise projects from concept through delivery • Implemented AI cross-department solutions with cross-functional teams • Built operational systems, automation frameworks, and SOP libraries • Guided digital marketing transformation and tech adoption for global clients • Managed remote teams, executives, and stakeholder expectations 🧩 How I Work I focus on clarity over complexity — creating well-structured plans, meeting commitments, and communicating progress proactively. I blend strategy with execution so you get real outcomes, not just reports. If you’re building tech products, scaling operations, or transforming systems with AI — let’s talk. 📬 Available For • Project Management • Product Strategy & Execution • AI Implementation & Automation • Digital Operations & CRO • Sprint/Scrum Oversight • Requirements & Roadmaps • SOP Systems & Documentation - Executive Programme in Project Management certified from IIM ROHTAK (PMP) - Earned Scrum Master Certified SMC™ License 645637 - Scrum Fundamental Certified credential from SCRUMstudy - License 621673. - Safe Certification - Lean Certification - Data Science Certified from Data Camp - Harvard- License 1535 821 7 - Market Research Associate credential from SCRUMstudy - License 588128. - Digital Marketing Associate credential from SCRUMstudy - License 588052. - Marketing Strategy Associate credential from SCRUMstudy - License 588127. - Negotiation Associate credential from SCRUMstudy - License 583500. - Corporate Sales Associate credential from SCRUMstudy - License 588135. - Google Ads Fundamental Certification from Google - Licensed - Google Ads Search Certification from Google - Licensed - Google Ads Display Certification from Google - Licensed - AdWords Mobile Certification from Google - Licensed - Google Ads Video Certification from Google - Licensed - Google Shopping Certification from Google - Licensed - Google Creative Certification Exam for Project Management - Licensed - Handy with all tools like JIRA, TRELLO, ASANA, BASECAMP, MONDAY, CONFLUENCE, etc. Remaining I am available to have a chat and discuss this accordingly.

FULL TIME FREELANCER ====================== My name is Saroj and I have a professional background to help business owners experience more success through better communications including writing business plans, marketing plans, sales tracts, grant proposals, IT Proposal, RFP and pitch decks. I am also specialized in delivering the quality results with quick turnaround. I believe in providing the best services to my clients and maintain long term relationship. ================================================================= Start-up consulting, Business Plans, RFP, Grant Writing, Investor plans, Pitch decks, Market Research, Executive and Investor presentations ================================================================= I have achieved these experiences in three main realms of organizations; private business mainly investment research and analysis, a charitable organization serving as both staff and trustee; finally in multiple political campaigns in public communications, management, and operations. I have also helped clients on various writing tasks (article writing,eBook copy writing, medical writing, web content, proof reading, editing, script-writing, General Office Skills, Computer Skills, MS Office, Project Management, Web Design) and also all other writing & Administrative Support jobs. I pride myself in providing a customized approach to the preparation of business plans and research reports which has benefited a number of entrepreneurs in new product launches, raising capital, determining USP, effectively reaching target segments, streamlining operations and devising marketing/financial strategies. My expertise includes: - Business strategy/pitch decks (including complete investor packages) - Business plans & proposals - Financial Forecasts, Analysis, Business Valuations - Marketing Strategy and Plans - Project Management PART TIME: ========== You can get benefit of my vast experience in the below Admin Services that I provide: - Data Entry - Data Collection - Data Analysis - Data Scraping/Mining/Conversion - Excel/Word Expert - Internet Research - Mailing list Development - Report Creation - PDF Conversion to Excel, - Business Presentations, etc My objective is to build a consulting practice and deliver to you, the client, the best knowledge, expertise and results that our team has to offer. I am energetic, dedicated and will deliver 100% to each and every project. I am full time freelance and available most of the time over Skype. Let's get the ball rolling! Best Regards, Saroj