I've spent over a decade as a finance executive and advisor helping founders, investors, and boards prepare for raises, close transactions, and make better decisions. I've done this across 50+ engagements as a partner at a multinational advisory firm, as a CFO at two VC-backed companies, and as a director on multiple boards. I hold a CFA charter and an MBA from INSEAD.
I raised a $2m seed round from Kleiner Perkins for Vylo, where I built the model and deck from scratch. I led the $75m initial capitalisation of iflix, a regional streaming platform backed by family offices and PE. I supported the carve-out and listing of EcoCash, a fintech with a market cap of $500m. I structured and led the sale of an FMCG firm at 67x EBITDA after turning it from loss to profit. Most recently, I was the commercial advisor on the $500m secondary sale of a global services company, driving all finance workstreams including investor materials and positioning.
I build financial models, pitch decks, investor presentations, cap tables, valuations, and due diligence reports. I work in Excel, Powerpoint, Google Sheets, Quickbooks, Xero, and Carta, and I'm comfortable across three-statement models, DCFs, LBOs, waterfall analyses, and scenario planning.
If you need senior finance thinking with hands-on execution, I'd welcome the chance to connect.
Business Analysis
Company Valuation
Financial Analysis
Financial Modeling
Mergers & Acquisitions
Valuation
Business Plan
Cash Flow Modeling
Corporate Strategy
Due Diligence
Financial Projection
Pitch Deck
Financial Reporting
Private Equity
Forecasting
Financial Planning
Equity Research
Investment Banking
Fundraising
Pitchbook
Adrian N.
George, South Africa
$100/hr
5.0
6 jobs
I have experience working internationally in corporate finance and capital raising.
Building financial models, pitch decks and valuations for startups and established companies to better understand your business, communicate with stakeholders, and understand the value you offer.
Business Valuation
Financial Modeling
Financial Report
Microsoft Excel
SaaS
Startup Company
Lean Startup
Google Sheets
Startup Consulting
Pitch Deck
Business Consulting
Google Slides
Pitchbook
Thandiwe N.
Durban North, South Africa
$40/hr
4.9
88 jobs
I support buyers, investors, and founders with due diligence, valuation, financial modeling, and acquisition analysis. Over the last 8+ years, I’ve worked across M&A, private equity, small business buyouts, roll-up strategies, and capital raises, helping clients assess risk, test value, and make clearer deal decisions. My work is used to support negotiations, diligence, investor materials, and transaction-ready analysis. My main focus areas:
🔹 M&A & Due Diligence – Buy-side and sell-side support, including QoE analysis, CIM redlining, EBITDA/SDE adjustments, deal sourcing review, IOI/LOI prep, and risk flagging.
🔹 Valuations & Modeling – DCF, LBO, and scenario-driven 3-statement models, equity waterfalls, and business valuation reports that hold up under diligence.
🔹 Private Equity & Capital Structures – GP/LP waterfall models, return simulations, fund structuring, and private credit capital stack modeling for GPs, LPs, and roll-up strategies.
🔹 Real Estate & Infrastructure – IRR/NPV-based underwriting, feasibility studies, market comps, cap rate sensitivity, and investor return analysis across multifamily, self-storage, industrial, and renewables.
🔹 Investor Materials – Pitch decks, investment memorandums (IMs), capital raise one-pagers, and performance dashboards that communicate the story behind the numbers.
Top Skills:
1. Mergers & Acquisitions (M&A)
2. Financial Modeling & Forecasting
3. Business Valuation (DCF, LBO, Comps, Precedents)
4. Due Diligence (Buy-side & Sell-side)
5. Quality of Earnings (QoE)
6. Private Equity & Fund Structuring
7. Real Estate Financial Modeling
8. Pro Forma & Scenario Analysis
9. Capital Raising Materials (Pitch Decks, Teasers, IMs)
10. Investment Analysis & Financial Planning
💻 Tools I Use
Axial (My Personal Favorite) | Tracxn | Google Sheets | Power BI | Bloomberg Terminal | FactSet | CoStar | PropertyShark | Canva | LoopNet | Seeking Alpha | Excel | DataTree | Canva
Business Valuation
Business Analysis
Financial Analysis
Financial Modeling
Mergers & Acquisitions
Due Diligence
Financial Analysis & Valuation
Real Estate Financial Modeling
Financial Projection
Forecasting
Pro Forma Statement
Investment Banking
Private Equity
Financial Planning
Chartered Financial Analyst
Quality Audit
Cash Flow Analysis
Cash Flow Modeling
Investment Preparation
Microsoft Excel
Bernard S.
Pretoria, South Africa
$75/hr
5.0
7 jobs
Former Chief Risk Officer helping founders, lenders, and investors make confident financial decisions.
What I can do for you:
> Investor-ready financial models
> Pitch and financial narrative support for fundraising
> FP&A dashboards and monthly insight packs
> Credit and underwriting assessments with recommendations
> Risk framework or lending policy design
Why work with me:
> 10+ years of experience in finance and lending
> Former Head of Credit and Chief Risk Officer
> Reviewed and decisioned more than 5,000 business funding applications (over R2bn funded)
> BCom Investment Management, CFA Level II passed
> Advanced in Excel, PowerPoint, Power BI, and Tableau, with working knowledge of Python and SQL
How I work with you:
Whether you are preparing for investors, seeking funding, or building disciplined financial reporting, I deliver clear analysis, reliable models, and actionable insights that help you make confident financial decisions.
My goal is to turn your financial data into clarity, strategy, and real business results.
Business Analysis
Financial Analysis
Financial Modeling
Financial Consulting
Microsoft Excel
Microsoft PowerPoint
Private Equity
Business Planning & Strategy
Business Consulting
Equity Research & Analysis
Credit Scoring
Finance
Fundraising
Personal Finance
Devin T.
Cape Town, South Africa
$100/hr
5.0
308 jobs
I help founders and finance teams raise capital with investor ready financial models, valuations, and pitch decks.
I run Top Tier Advisory and work with companies at high stakes moments: preparing for a raise, tightening the story before investor meetings, building a board ready forecast, or getting through diligence without surprises. The focus is always practical: clear assumptions, clean outputs, and a narrative that investors can understand in minutes.
Track record on Upwork: $500k+ earned, 270+ projects, and 3,000+ hours delivered. Across all clients, we have supported 500+ companies in 50+ countries. Most work is seed to Series A, plus growth stage raises, strategic partnerships, and acquisition prep.
What I deliver
Financial modeling in Microsoft Excel: 3 statement models, cash flow forecasting, runway planning, scenario analysis, unit economics, KPI dashboards
Financial projections: 24 month monthly forecast plus 3 to 5 year view, built for investor review
Valuation support: DCF and market based logic where appropriate, fundraising and transaction framing
Pitch decks: story, structure, copy, and clean design that fits VC, HNWI, family offices, and strategic investors
Diligence support: assumptions documentation, model checks, investor Q&A support, data room ready outputs
How I work
Start with a short call to define the investor audience, the raise goal, and the decisions the model or deck must support
Build a driver based model that ties out and is easy to update
Translate the numbers into simple slides and exhibits that match investor psychology
Deliver with a walkthrough so you can present with confidence
Best fit
Founders preparing for a capital raise who need the model and deck to match the real story
Teams that need investor grade financial projections and reporting that can survive diligence
Companies that want CFO level thinking, without hiring full time
If you only need polished slides, I may not be the right fit. If you need clear thinking, credible numbers, and fundraising materials built for real investor conversations, I can help.
Financial Modeling, Financial Modelling, Financial Analysis, Financial Projections, Forecasting, Financial Planning, FP&A, Cash Flow Forecasting, Runway Planning, Budgeting, Scenario Analysis, Sensitivity Analysis, Unit Economics, KPI Dashboard, Board Reporting, Investor Reporting
Fundraising / capital raise keywords
Pitch Deck, Investor Pitch Deck, Pitch Deck Design, Pitch Deck Writer, Fundraising Deck, Investor Presentation, Investment Memo, One Pager, Teaser Deck, VC Pitch Deck, Seed Deck, Series A Deck, Series B Deck, HNWI Pitch Deck, Family Office Pitch Deck, Capital Raise, Investor Storytelling, Go-To-Market Strategy, Market Sizing (TAM/SAM/SOM)
Valuation / corporate finance / deals keywords
Company Valuation, Valuation, DCF Valuation, Comparable Company Analysis, Precedent Transactions, Corporate Finance, M&A, Buy-Side M&A, Sell-Side M&A, Due Diligence, Financial Due Diligence, Quality of Earnings (QoE), Working Capital Analysis, Net Debt, Pro Forma Statement, Pro Forma Financial Statements, Data Room Support
Tools / formats keywords
Microsoft Excel, Google Sheets, PowerPoint, Google Slides, Keynote, Data Visualization, Financial Reporting, Management Reporting, Pro Forma Model
If you want, tell me the exact Upwork specialty you’re optimising (Pitch Decks vs Financial Modeling vs Business Analysis) and I’ll reorder these in the best sequence for scanner weighting.
Financial Modeling, Financial Modelling, Financial Analysis, Financial Projections, Forecasting, Financial Planning, FP&A, Cash Flow Forecasting, Runway Planning, Budgeting, Scenario Analysis, Sensitivity Analysis, Unit Economics, KPI Dashboard, Board Reporting, Investor Reporting
Fundraising / capital raise keywords
Pitch Deck, Investor Pitch Deck, Pitch Deck Design, Pitch Deck Writer, Fundraising Deck, Investor Presentation, Investment Memo, One Pager, Teaser Deck, VC Pitch Deck, Seed Deck, Series A Deck, Series B Deck, HNWI Pitch Deck, Family Office Pitch Deck, Capital Raise, Investor Storytelling, Go-To-Market Strategy, Market Sizing (TAM/SAM/SOM)
Valuation / corporate finance / deals keywords
Company Valuation, Valuation, DCF Valuation, Comparable Company Analysis, Precedent Transactions, Corporate Finance, M&A, Buy-Side M&A, Sell-Side M&A, Due Diligence, Financial Due Diligence, Quality of Earnings (QoE), Working Capital Analysis, Net Debt, Pro Forma Statement, Pro Forma Financial Statements, Data Room Support
Tools / formats keywords
Microsoft Excel, Google Sheets, PowerPoint, Google Slides, Keynote, Data Visualization, Financial Reporting, Management Reporting, Pro Forma Model
If you want, tell me the exact Upwork specialty you’re optimising (Pitch Decks vs Financial Modeling vs Business Analysis) and I’ll reorder these in the best sequence for scanner weighting.
Business Valuation
Financial Analysis
Financial Modeling
Mergers & Acquisitions
Valuation
Business Plan
Financial Projection
Corporate Finance
Business Coaching
SaaS
Startup Company
Startup Consulting
Fundraising
Pitch Deck
Real Estate
Investment Banking
Sandile N.
Johannesburg, South Africa
$50/hr
4.9
63 jobs
Top Rated Upwork freelancer 🏆 Founder 🏆 and $50 Million Raised
Every successful business starts with a strong foundation, that foundation includes a strong financial roadmap and the right financial analyst to conduct financial modeling. Whether it’s to apply for funding, a government grant, financials for your business plan or to foresee the financial future and performance of your business idea. There are many reasons why businesses succeed but without a properly constructed financial plan that prepares you for the unforeseen, the chances for success go down significantly. That’s exactly where I come in.
I’ve helped Helped many business clients like, Zicaro Ventures start a new FinTech Company called Blue Sage Financial . Deal Leaders Africa with a successful merger that earned them over R20m; Financial Modeling and Financial Analysis for First Avenue Investment Management to identify great stock opportunities. I have vast exposure working with several international clients since I started freelancing on Upwork.
Start-up Consulting services include:
✅ Risk and Uncertainty analysis
✅ Building robust Forecasted financial models and valuation
✅ Crafting winning business plans and pitch deck slides
✅ Conducting in-depth market research
✅ Feasibility Study to determine Project Viability/Business Idea
✅ Trend Analysis and Strategy
My Financial Modeling and Analyst Consulting services include:
✅ Conducting financial due diligence
✅ Project Finance
✅ Equity investing and research
✅ M&A Financial Modeling – Valuation - Firm Value NPV
✅ Modeling Returns for investment opportunities
✅ Building monthly budgeting and forecasting tools
✅ Creating user-friendly Automated dashboards and metrics.
✅ Financial Statements Analysis (Ratios, Capex, Ebitda, ROI, IRR, etc)
Valuation Methods Include:
✅Market Capitalization ✅Times Revenue Method ✅Earnings Multiplier
✅Discounted Cash Flow (DCF) Method ✅Book Value ✅Liquidation Value
✅Dividend Discount Model (DDM)
Sounds like a great fit? Click the green “Invite to Job button in the upper right-hand corner of the page and let’s work together! 🚀
Your Financial Analyst.
Sandile N.
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Here’s a bit about me – My journey to becoming a Financial Analyst
I’ve been working as a Financial Analyst for 7 years now. Achieved TOP Rated Plus in my first year on Upwork due to my hard work and dedication, This means I am considered to be one of the top 5% Financial Analysts and Modelers on Upwork
My Experience started at First Avenue Investment Management (Boutique Asset management Company) where I worked as an Equity Financial Research Analyst. Here I learned and researched broader topics about local and International equity stock markets (South Africa and the USA). Exploring various aspects of company valuation, equity investment analysis with focus on competitive advantage, and market share analysis. Exploring different sectors, expanded my knowledge of macro and micro-economic factors, and building comprehensive financial models based on historical patterns, industry/Company drivers.
Financial Analyst at Deal Leaders Africa, One of Africa’s Leading Mergers and Acquisitions (M&A) firms. I was preparing financial models, with a focus on present value forecasted free cash flows (NPV) to determine the firm value for the merger sale. In addition, this is where I generated skills relating to business plans and pitch deck presentations in the process of pitching to potential buyers. Senior Financial Analyst at Zicaro Ventures. I assisted with the formation of Blue Sage Financial start-up. Everything from their business plan, pitch deck, research, and financial modeling.
My Education
I hold a Finance and Investment Management Degree - from the University of South Africa, an Investment Management Certificate from one of SA’s leading independent business schools - ASISA Academy, and International Financial Services Certificate from the CISI Institute in London.
This is what you can expect when working with me as your Financial Analyst.
✅ Bulletproof attention to detail.
✅ Available in ANY TIME ZONE 🕐 to prevent communication breakdowns.
✅ Daily/weekly/monthly updates and reports about the project, keeping you up to date.
✅ Fluent in written and spoken English. Nothing gets lost in translation.
✅ World Class Financial Analysis and Financial Modeling services are sure to add value
to your business.
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