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Struggling to make sense of complex financial data for strategic decisions? My name is Wilfredo, a CFA Level II passer with 𝟕+ 𝐲𝐞𝐚𝐫𝐬 in hedge fund research and M&A advisory, delivering actionable insights and robust financial models that drive growth and informed investments. 📈 𝐇𝐎𝐖 𝐈 𝐂𝐀𝐍 𝐇𝐄𝐋𝐏 𝐘𝐎𝐔 📊 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 Build custom financial models for investment evaluation, capital raising, and strategic planning. 📉 𝐌&𝐀 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 Assist with due diligence, deal modeling, and buy/sell-side transaction analysis. 📈 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 & 𝐄𝐪𝐮𝐢𝐭𝐲 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 Deliver comprehensive investment analysis and performance reviews across asset classes. 📊 𝐃𝐲𝐧𝐚𝐦𝐢𝐜 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝 𝐂𝐫𝐞𝐚𝐭𝐢𝐨𝐧 Design interactive dashboards using Excel, Power BI, or Tableau to monitor KPIs and business performance. 💰 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 Prepare clear, investor-ready pitch decks, reports, and fundraising documents. ============================================================================ 🌟 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 𝗦𝗔𝗬 🌟 ❝Wilfredo was a pleasure to work with. He was very diligent and responsive. I was impressed that Wilfredo came up with solutions and cool ideas to implement to the project. I would use Wilfredo again for future projects.❞ – William E. ❝Jun — you’ve done an excellent job on our specialized Excel projects. Your skills are clearly expert-level: you work quickly, build clean and reliable models, and consistently deliver exactly what’s needed. Communication has been regular and proactive throughout, with clear updates and thoughtful questions when requirements needed tightening. Most importantly, you complete work on time and to a high standard. I’d gladly hire you again and recommend you to anyone needing advanced Excel support.❝ - Chris D. ❝Wilfredo worked quickly and communicated well. He was able to review a financial model and make some helpful updates and comments.❞ – Lauren R. ❝Wilfredo is very smart and works quickly. The work was done perfectly and he made several adjustments that I asked for during the process. I definitely recommend him.❞ – Fahid Mustafa E. 🏆 Top Rated Plus Freelancer on Upwork 🎖 Chartered Financial Analyst Level II Passer 🎖 Financial Modelling and Valuation Analyst (FMVA) ============================================================================ 📊 𝗟𝗘𝗧'𝗦 𝗧𝗔𝗟𝗞 𝗙𝗜𝗡𝗔𝗡𝗖𝗘 Need expert financial analysis or a custom model to drive your business decisions? 𝗠𝗲𝘀𝘀𝗮𝗴𝗲 𝗺𝗲 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝘁𝗼𝗱𝗮𝘆 and let's unlock your financial potential together. I typically respond within 6 hours and am ready to support your project needs. 💼 𝐓𝐎𝐎𝐋𝐒 & 𝐓𝐄𝐂𝐇𝐍𝐎𝐋𝐎𝐆𝐘 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 • Excel (Advanced Financial Modeling) • Financial Modeling and Valuation Analyst (FMVA) • Equity Valuation Models 𝐃𝐚𝐭𝐚 𝐕𝐢𝐬𝐮𝐚𝐥𝐢𝐳𝐚𝐭𝐢𝐨𝐧 & 𝐁𝐈 𝐓𝐨𝐨𝐥𝐬 • Power BI • Tableau 𝐃𝐚𝐭𝐚𝐛𝐚𝐬𝐞𝐬 & 𝐐𝐮𝐞𝐫𝐲𝐢𝐧𝐠 • SQL 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐓𝐨𝐨𝐥𝐬 • Hedge Fund Research Platforms • Investment Banking Tools 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 & 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 • Chartered Financial Analyst (CFA) Level II Passer • Financial Modelling and Valuation Analyst 𝐒𝐨𝐟𝐭 𝐒𝐤𝐢𝐥𝐥𝐬 & 𝐌𝐞𝐭𝐡𝐨𝐝𝐨𝐥𝐨𝐠𝐢𝐞𝐬 • M&A Advisory Support • Due Diligence • Deal Execution • Investment Analysis • Scenario & Cost Optimization Analysis FP&A, Financial Modeling, Financial Analyst, Budgeting, Forecasting, Valuation, DCF, M&A, Investment Analysis, Due Diligence, Excel Expert, Power BI, KPI Dashboard, Cash Flow Forecasting

Accomplished accounting professional with more than twenty years’ experience in fiscal operations, accounting, cash flow management, variance preparation and analysis, A/P and A/R and quarterly or year-end closing. Managed multi-jurisdictional accounting standards. Strategic planner with the ability to develop frameworks and standards that align with organizational goals, strategy, and governance. Extensive experience in research, business, and equity valuation of publicly traded and private equity firms. Expert with fundamentals, quantitative & qualitative analysis, DCF valuation, metrics, financial statement analysis and financial ratio interpretations including financial modeling and business planning. Utmost integrity and trustworthiness combined with solid interpersonal skills with the ability to develop internal and external relationships. Positive and proactive with the ability to function across all organizational levels. Enjoy being part of, as well as managing, motivating, and training a successful and productive team. Thank you.

- Strong working knowledge and expertise in financial modelling (3-statement model, sensitivity & scenario analysis, LBO & M&A models, IRR, DCF and relative valuation, quarterly/cumulative YTD forecasts and FS) given my 10 years of experience in equity research (7 in sell-side, 3 in buy-side), along with exposure to investment banking and private equity deals (LBO, IPO). - Expert in company and industry analysis, given my exposure in covering sectors such as banks, property, consumer retail, Telecom, tech, energy, and industrials. - Proven skill and outputs in investment report writing (coverage initiation, on-going quarterly updates, trade ideas) and PowerPoint construction. - Accounting degree with a CPA license and also passed the Level 2 CFA examinations.

Top Rated / Max Fee = $350. Verification that I'm not a robot captcha XD: instagram: "@jerry.leong_" I'm the best deal you'll get in Upwork! Don't know who to pick out of the 50 proposals? Getting baited by personalized proposals that already talks about the job? It's probably AI responses you know! Only looking at US freelancers because you feel they're the best? I'm here to tell you that they likely are! But I'm equally as good! And cheaper! And Faster! Perfect if you're on a budget with a deadline. I am the man for the job! Not a Woman! It's just a distraction! Despite my affordable hourly rate, my product is luxurious. I create models that are easy to follow, work lightning fast, and my models are flawless. And when I mean lightning fast, I deliver my product immediately, within less than 3 days. Like Pizza hut, If it's late, it's free! Looking for just one person to make all your investor-ready business plan financial model and pitch deck? Well it's not me! Surely other freelancers offer that kind of service, but I think it's better if you hire one for each investor material (bplan, model, pitch deck), and a designer. Nowadays, AI can make financial models for you, but would you really leave it up to robots to make your financial model? I don't doubt that in the future AI can definitely compete with financial modelers but with me you don't have to worry about obvious and glaring mistakes! I can make you custom financial models tailored to suit your needs! I always build from scratch and don't use any templates! As part of great customer service, formatting and revisions will be free of charge. That's right! You will find that working with me will be painless and fun! Also, I don't talk technical like other financial modelers out there. Are you the person who: - Doesn't know how to make a financial model but needs or wants one ? I can help you! - Knows how to make a financial model but don't have the time or do not want to do it yourself? I can help you! - Already has a financial model but need to update or review it? I can help you! - Is working in finance that needs an analyst for a deal? I can helpy you! Are you the type of person who: - Wants to hire cheap freelancers but has high standards in work? Well my rate can be cheaper depending on our negotiations, as long as you will be a great client to me! I also take pride in my work so I always do my best! - Has Unlimited budget and don't want to take risks and waste their time? You will save a lot of money with me and can use that to buy yourself some nice things at Macy's or Amazon! - Something in the middle and looking for best value? Well that's my hourly rate! Best deal ever! If you need 3-statement models, Discounted Cash Flow (DCF), Scenarios, Sensitivity, Deal Assumptions, Valuations it's easy for me. I can even do Mergers and Acquisitions (M&A), Leveraged Buyouts (LBO). I can do detailed revenue and cost buids too should you want one. What sets me apart from other excel gurus is that I have the CFA charter, the globally recognized USA based gold standard education in Finance and Investment Industry. But so does everybody here in Upwork, right? Well I worked for a wall-street American M&A investment banker that moved in the Philippines for a year or so so I also have the kind of real-world experience that other freelancers here don't have. Also, unlike other freelancers, I have experience in diverse industries ranging from capital intensive heavy industries like power, energy, manufacturing, real estate to service industries like healthcare, agriculture, lending, media, to trending industries such as SaaS, AI, Fintech, App Making, Content Creators, etc. All of my clients doesn't seem to have any problems regarding my ability to make models with the requirements of their business model. When I'm not working, I like to sing, play basketball, video games like league of legends, factorio, and eat comfort food like pizza. Just asking for your Shopping money in return. Instead of spending it at Macy's or Amazon, it would make you feel better if you spend it on me! We both know that where I'm from that's a lot already (like one month's salary), so I really thank you in advance for hiring me. I'm available to work for you as soon as you hire me. And I only work with one client at a time. Your shopping money makes me feel like I can have whatever I like (you know, the song XD). And because you saved money, you can have whatever you like, yeah! XD Please message me if you want more samples, I only uploaded a few because it's my best work. 44+ clients already got their money's worth, and counting. Will you be the next? XD (smiley)

I help startups, SaaS, eCommerce teams, service-oriented businesses, and small to mid-sized US companies improve cash visibility, profitability, and investor readiness through Fractional CFO leadership. CPA with 15+ years of experience in FP&A, financial modeling, valuation, and board-level reporting. Supported fundraising and strategic planning for 20+ startups, with over $150M raised. If you want a clear, practical plan for budgets, runway, and KPIs, message me with your business model and current financial challenges. I take a practical, structured approach to help clients make steady progress and informed financial decisions. 💼 What I Deliver ✅ Fractional CFO Leadership Financial clarity, KPI dashboards, cash flow forecasting, and board-level reporting ✅ Budgeting & Forecasting Annual and departmental budgets, rolling forecasts, and scenario models aligned with growth and cash priorities ✅ Cash Flow Management 13-week cash flow forecasts, burn-rate tracking, and liquidity scenario planning ✅ Profitability Insights Client, channel, and service line profitability insights to improve margins and decision-making ✅ Financial Modeling & Valuation Dynamic three-statement models, DCF valuations, and fundraising support for investors and lenders ✅ Investor-Ready Reporting Metrics, dashboards, and financial narratives aligned with investor and board expectations ✅ Reporting Automation Automated financial reporting using QuickBooks Online, Xero, Google Sheets, or Fathom for real-time visibility. 📈 How We Can Work Together 🚀 Monthly Fractional CFO Retainer: strategic oversight, cash visibility, and monthly reporting rhythm 🚀 Project-Based Engagements: financial model build, valuation, fundraising deck, or profitability review 🚀 Ongoing Advisory: on-call CFO guidance and investor readiness If you’re not sure where to start, I offer a free 30-min CFO strategy session to clarify your priorities and next steps. 🧭 Core Focus Areas 🔹Fractional CFO and strategic financial advisory 🔹FP&A, budgeting, forecasting, and cash flow management 🔹Financial modeling, valuation, and investor reporting 🔹SaaS, eCommerce, and service business profitability analysis 🔹Startup financial planning and growth strategy 🔹Investor-ready financial models and pitch decks 🔹Crypto tokenomics and emerging finance models 🤝Let’s Work Together If you’re looking for a trusted finance partner who bridges strategy and execution, let’s connect. I’ll help turn financial data into clear, actionable decisions that support sustainable growth. 🎯Thank you for taking the time to review my profile. 💰Client Feedback & Results 💸 Here’s how my clients describe the results and value I bring: 📍“Outstanding as always. We were given feedback from one of the largest VCs in the world on what a high-quality valuation Anthony prepared."⭐️⭐️⭐️⭐️⭐️ 📍"Extremely efficient, very knowledgeable, knows how to create and present a financial information. Very easy to follow for non finance educated people and can easily be updated. Get Anthony involved in your project before he is booked by someone else."⭐️⭐️⭐️⭐️⭐️ 📍"Anthony was fantastic to work with and I would have no hesitation in recommending his services to anyone. His knowledge and quality of his work was great and was always available and easy to deal with. He went above and beyond what was required for the job and his contribution to the project was just what we required."⭐️⭐️⭐️⭐️⭐️