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Chartered Accountant with 10+ years of experience and 270+ completed projects on Upwork — I build investor-ready financial models that help founders raise capital and finance teams make decisions with confidence. Whether you need a 3-statement model for a seed round, a SaaS financial model with unit economics and cohort analysis, or a DCF valuation for an acquisition, I deliver models that are clean, dynamic, and built to hold up under investor scrutiny. What I build: • 3-statement financial models (P&L, balance sheet, cash flow) • SaaS models — ARR, churn, LTV/CAC, runway, unit economics • Real estate and acquisition models — DCF, IRR, NPV • Startup fundraising models for seed, Series A, and Series B • Scenario and sensitivity analysis • Pitch deck financial slides and data room packages • Model audits and rebuilds All models are delivered in Excel or Google Sheets, fully documented, with clear assumptions and scenario toggles so you can update them yourself. I work with a small number of clients at a time to ensure every model gets my full attention. Most projects are delivered within 5–7 business days. Top Rated Plus · Chartered Accountant · Identity Verified · <24h response time

Hello, Welcome to my profile. I am an ACCA Member, Accountant, and Financial Analyst with 5+ years of experience in Financial Modeling, FP&A, Valuation, Investment Banking, Corporate Finance, and QuickBooks Bookkeeping. My background includes 3+ years at PwC and FMVA Certification from the Corporate Finance Institute (CFI). I help businesses, investors, startups, and private equity firms make confident, data-driven decisions through institutional-grade financial analysis, while also providing reliable QuickBooks Bookkeeping and accounting support. Whether you need a Three-Statement Model, DCF Valuation, LBO Model, Real Estate Financial Model, FP&A support, or a professional Bookkeeper to manage your financial records, I deliver clean, audit-ready outputs built to institutional standards. ### What I Offer ✅ Financial Modeling – Three-Statement Models, budgeting, forecasting, scenario analysis, and cash flow modeling ✅ FP&A Support – Rolling forecasts, KPI dashboards, management reporting, and variance analysis ✅ Investment Banking & Private Equity Analysis – DCF Valuation, Comparable Company Analysis, LBO Models, investment memos, and deal analysis ✅ Startup Financial Modeling – Investor-ready models, fundraising support, and growth planning ✅ Real Estate Financial Modeling – Acquisition underwriting, development models, and portfolio analysis ✅ QuickBooks Bookkeeping – Bank reconciliations, chart of accounts setup, transaction categorization, month-end close, financial reporting, and ongoing bookkeeping support ### Industries I Have Worked With ✅ Real Estate & Property Development ✅ SaaS & Technology ✅ E-commerce & Retail ✅ Manufacturing & Industrial Businesses ✅ Healthcare & Medical Services ✅ Financial Services & FinTech ✅ Construction & Infrastructure ✅ Hospitality & Tourism ✅ Professional Services Firms ✅ Logistics & Transportation ✅ Renewable Energy & Utilities ✅ Consumer Products & Distribution ### Why Clients Hire Me ✅ ACCA Member, Accountant, and Financial Analyst with Big 4 (PwC) experience ✅ FMVA Certified Financial Modeling & Valuation Professional ✅ Strong background in Financial Modeling, FP&A, Investment Banking, Private Equity, and QuickBooks Bookkeeping ✅ Experience building investor-grade DCF, LBO, and Three-Statement Models ✅ Professional Bookkeeper with experience maintaining accurate financial records and management reports ✅ Trusted by founders, CFOs, investors, and private equity professionals ✅ Clean, well-structured deliverables, fast turnaround, and clear communication If you are looking for a Financial Analyst, Accountant, or Bookkeeper who can provide both strategic financial insights and dependable QuickBooks Bookkeeping services, let's connect to discuss your project.

Your financial data should tell you where to go next, not keep you up at night. I'm Haftey Belay, a CFMVA-certified financial modeler and QuickBooks ProAdvisor with 7+ years helping startups, SMBs, and investors turn messy numbers into confident decisions. Whether you need clean monthly books or a fundable 3-statement model for your next raise, I cover both, so you don't have to manage two specialists. What I deliver for you: * Strategic Finance * 3-statement financial models * DCF & business valuation * Investor-ready pitch decks * KPI dashboards & scenario analysis * M&A and deal structuring support Bookkeeping & Reporting * Full-cycle bookkeeping (daily/monthly) * Tax-ready financial statements * QuickBooks setup & cleanup * Payroll & reconciliation * Month-end close & reporting Who I work with: * Startups & Founders * Small & Mid-sized Businesses * Investors & PE Firms * CFOs & Finance Teams Tools & software: * Excel & Google Sheets * QuickBooks Online * Xero * Power BI * Tableau * SAP Ready to bring clarity to your finances? Send me a message with a quick description of what you need, I respond within a few hours and offer a free 30-minute discovery call to make sure we're a great fit before you commit.

💡 Financial models and dashboards that your team will actually use I'm Majid, Lead Consultant at Innopher - a financial planning consultancy with 15 years of experience across financial modeling, FP&A, and enterprise planning platforms. On Upwork we take on focused projects - Excel models, Power BI dashboards, Google Sheets automation, and financial forecasts. Behind every project is a team: solution architects and model builders who've worked on implementations for aviation, medical devices, manufacturing, SaaS and energy companies. You get the output of a consultancy at the pace of a freelancer. What we typically deliver: 3-statement models and DCF valuations for fundraising. Driver-based FP&A models and rolling forecasts. Power BI dashboards connected to NetSuite, Salesforce or QuickBooks. Google Sheets automation for teams that live in Google Workspace. And for larger planning needs, full Anaplan, Abacum or Pigment implementations. If the person using it can't make a decision from it quickly, it's not finished. 🏆 100% Job Success | Top Rated | 5.0 across all reviews 🏆 Clients across aviation, energy, SaaS, medical devices and manufacturing 🏆 Projects from startup budgets to enterprise planning transformations Send a message and I'll tell you honestly if we're the right fit.

If you don't trust your numbers, your reports, or your CRM data, every business decision becomes harder than it should be. I help business owners create financial and operational clarity through bookkeeping, reconciliations, financial operations support, and CRM management. Whether you're behind on bookkeeping, struggling with account reconciliations, managing multiple systems, or dealing with disorganized client records, I bring structure, visibility, and consistency to your business operations. I specialize in supporting Real Estate & Property Management companies, Service-Based Businesses, Consultants, Startups, Agencies, and Growing Teams. My areas of expertise include: 📊 Bookkeeping & Financial Management • Bookkeeping Cleanup & Catch-Up • QuickBooks Online & Xero • Bank & Credit Card Reconciliations • Accounts Payable & Accounts Receivable • Expense Tracking & Categorization • Financial Reporting • Month-End Close Support • Cash Flow Monitoring ⚙️ Financial Operations • Vendor Management • Invoice Processing • Financial Data Organization • Workflow Improvement • SOP Documentation • Operational Process Support • Financial Record Management 🗂 CRM Management & Business Systems • CRM Cleanup & Organization • HubSpot & GoHighLevel • Lead & Pipeline Management • Contact Database Maintenance • Workflow Automation Support • Client Follow-Up Systems • Data Accuracy & Reporting What Clients Gain: ✔ Clean, accurate, and up-to-date financial records ✔ Reconciled accounts that support confident decision-making ✔ Better visibility into cash flow, expenses, and business performance ✔ Organized CRM systems with reliable client and pipeline data ✔ Streamlined workflows that reduce administrative bottlenecks ✔ More time to focus on growth instead of chasing numbers, records, and follow-ups Recent work has included bookkeeping cleanup projects, bank and credit card reconciliations, financial reporting support, CRM organization, workflow documentation, vendor tracking, and operational process improvement for real estate, service-based, and growing businesses. Tools & Platforms: QuickBooks Online | Xero | HubSpot | GoHighLevel | Excel | Google Sheets | Microsoft Excel | ClickUp If you're looking for a professional who can support both your financial processes and operational systems while bringing structure, accuracy, and consistency to your business, I'd be happy to discuss how I can help.

Hello, Dhawaj is a certified Financial Modeling and Valuation Analyst (FMVA®) and MBA (Finance) with over 4 years of specialized experience in business valuations, financial modeling, analysis, including my tenure at a one of top accounting firms, i.e. BDO USA P.C. I’ve worked majorly on valuing early stage private companies across a variety of industries (Healthcare, Information Technology, and more), to deliver high-quality, insight-driven financial analyses for tax and financial reporting purposes. 🎯 Why Choose Me? ⭐ TOP Rated Badge | 100% Job Success = Proven reliability 📊 MBA (Finance) & FMVA® = Precision in financial/business content 📖 Pursuing FP&A™ by CFI - Upskilling, learning continuously 🌐 Fluent English = Clear, high-quality communication 🤝 Client’s Person = Always available to address questions, provide updates, and ensure smooth collaboration throughout the project, multiple 5 Star feedbacks. ⏱️ On-time Delivery = Respect for deadlines without compromise on quality 🔍 My core strengths include: ✅ Preparing Investor grade and defensible Start-Up | Real Estate | SaaS company valuations, ✅ Building robust Three-Statement Financial Models: Profit and Loss (P&L), Balance Sheet (BS), Cash Flow Statement (CFS), Sensitivity & Scenario analysis; ✅ Revenue Modeling, Cost Modeling, Operational Modeling, Cash flow Modeling and 3 Year or 5 Year Monthly or Annual Financial Projections / Forecasts for your Business; ✅ Conducting business valuations using Discounted Cash Flow (DCF), Comparable Company Analysis, M&A Deals / Precedent Transactions, Market Multiples, Weighted Average Cost of Capital (WACC) and more; ✅ Experience in performing IRC 409A and ASC 820 valuations, strong grasp of waterfall modeling, Black-Scholes Option Pricing Model, & OPM Back-solve; ✅ Hands-on with S&P Capital IQ for extracting Historical Stock Price Data, Company Data, Financials and transaction research for M&A advisory, and due diligence support, Comps & Deals; Trading Comps & Precedent Transactions Multiples, PE/VC Search; ✅ Personal finance tracking models for individuals and small business owners; ✅ Capital budgeting expertise, including NPV, IRR, Payback Period, and sensitivity analysis for investment decision-making; ✅ Creating Cap / Capitalization tables, and pro forma statements; ✅ Performing Quality Checks (QCs) to your financial models and reports for a detailed review / add-on perspective; ✅ Design and create visually compelling pitch decks and presentations tailored for companies, investors, or multi-purpose business needs, using both PowerPoint and Canva. 💬 Let’s connect and explore how I can bring value to your next finance project. Thanks, Dhawaj Bansal, MBA, FMVA®