Hire the Best Cash Flow Modeling Freelancers
in India

Are you an individual taxpayer, freelancer, or business owner looking for accurate, compliant US tax filing? Or a CPA / firm dealing with overflow work during tax season? Hi, I’m Deepak Soni, founder of Finwise Solutions — a founder-led US tax and bookkeeping practice. I work hands-on with clients on every engagement, handling day-to-day bookkeeping and US tax preparation myself. For technical review and complex cases, I collaborate closely with CA and ACCA-qualified professionals, including CA Aditya Mutha (practicing Chartered Accountant), to ensure accuracy, compliance, and review-ready deliverables. What I help with: 🧾 US Tax Preparation Form 1040 (W-2, freelancers, rentals, investments) Form 1040-NR (NRIs & non-residents) Form 1065 (partnerships + K-1s) Form 1120-S & 1120 Federal & state returns, extensions, 1099 filings, IRS notices Comfortable coordinating directly with your US CPA or tax firm 📊 Bookkeeping & Clean-Up Monthly bookkeeping & reconciliations (QBO, Xero, Zoho) Catch-up bookkeeping (even multi-year backlogs) AP / AR support, payroll setup, and custom reporting Tax-ready financials for stress-free filing 🧠 Tax Planning & Advisory (Compliant) Deduction & credit optimization within IRS rules Freelancer & small business tax planning Estimated taxes & quarterly guidance Aligning books with tax strategy to avoid year-end surprises 📈 Additional Support Financial models, cash-flow forecasts & budgeting US LLC setup support (EIN, operating agreement, coordination) India compliance for NRIs (ITR, GST, TDS) Why work with me? Clear, jargon-free communication & fast responses Structured process with regular updates Accuracy-first approach (clean books = stress-free taxes) Comfortable working under your CPA or independently One point of contact with firm-level review support Location: India (IST) Availability: Work US hours | Evenings/nights IST for EST/PST calls 📁 Portfolio includes sample 1040, 1065 & financial model work (redacted/simulated for confidentiality) Currently accepting new clients — including CPA firms looking to outsource overflow work. Feel free to message me for clean books, accurate returns, or a quick discussion about your requirements.

Most pitch decks fail because the narrative and the numbers don’t align — and investors see it immediately. Most freelancers fix either the visuals or the spreadsheets. I bridge both, building financial models and pitch decks designed to withstand investor and lender scrutiny. 11+ years across Big 4 (KPMG), Fitch Group, and banking roles — helping founders raise capital with clear, structured, investor-ready financial narratives and defensible numbers. I work with startups, SaaS companies, and growth-stage businesses preparing for fundraising, investor discussions, or internal planning — where financial clarity and structure matter. My background in credit appraisal and rating analysis ensures your numbers are not just “good-looking,” but defensible, structured, and diligence-ready. ───────────────────────────── ⭐ CLIENT FEEDBACK ───────────────────────────── "Caught inconsistencies in our content rather than just focusing on layout." "His combination of Excel and PowerPoint skills makes him a talented freelancer and invaluable to the team." "High-stakes presentation with tight deadlines and delivered excellent work. Reliable, detail-oriented, and proactive — someone I trust to get the job done right." "Turned complex content into a clean, investor-ready deck." "Flawless work product, off the charts responsiveness. Always exceeded expectations." ───────────────────────────── 📈 FINANCIAL MODELING ───────────────────────────── - 3-Statement Financial Models — Integrated P&L, Balance Sheet, and Cash Flow - Fundraising & Growth Projections — Custom forecasting built for investor review - Cash Flow & Runway Models — 13-week forecasting, burn rate tracking, and liquidity planning - Business Valuation — DCF modeling and comparable company analysis - Unit Economics — LTV, CAC, Payback Period, and Cohort Analysis ───────────────────────────── 🎯 PITCH DECKS & INVESTOR PRESENTATIONS ───────────────────────────── - Investor Pitch Decks (Seed to Series B) — Strategy, structure, and storytelling for fundraising - Board & Lender Presentations — Clear reporting for high-stakes stakeholder decisions - Financial Data Storytelling — Converting complex numbers into decision-ready visuals - Diligence-Ready Narratives — Aligning financial models with investor expectations and scrutiny - PowerPoint & Google Slides — Fully editable, professionally formatted decks ───────────────────────────── ⭐ WHY CLIENTS WORK WITH ME ───────────────────────────── - Top Rated Plus — Top 3% talent on Upwork with 100% Job Success - Institutional Experience — 11+ years across KPMG (Big 4), Fitch Group, and Global Banking - The "Dual Threat" — A rare blend of high-end finance (CA/CPA) and presentation design - Diligence-Ready Output — Built to withstand real investor, lender, and audit-level scrutiny - Execution Quality — Clear communication, fast turnaround, and proactive project ownership ───────────────────────────── KEYWORDS: Startup Financial Model | Cash Flow Model | 13-Week Cash Flow | Runway & Burn Rate | Fundraising Model | Financial Projections | SaaS Financial Model | DCF Valuation | Pitch Deck | Investor Model | Investment Memo | Due Diligence | Google Slides | Presentation Design ───────────────────────────── If you're preparing a financial model or pitch deck, share your current version — I’ll highlight gaps in assumptions, structure, and investor readiness.

I build financial models, forecasts, and financial tools that help businesses, investors, and management make better decisions. With 13+ years of experience in financial modeling and analysis, I have worked across infrastructure, real estate, healthcare, hospitality, SaaS, technology, startups, and other businesses. My work covers the full range of financial modeling requirements, including: Financial Modeling • 3-statement financial models • Financial projections & forecasting • Revenue and operating models • Cash flow modeling • Budgeting & FP&A • Business planning models • Scenario & sensitivity analysis • Financial dashboards & KPI models Investment & Transaction Modeling • Investment analysis • Business valuation & DCF • Acquisition models • Real estate investment models • Project finance models • Debt & financing models • Equity investment & returns analysis • IRR, MOIC, NPV, DSCR and other investment metrics • Investor and lender models Financial Analysis • Profitability analysis • Unit economics • Revenue & margin analysis • Cost structure analysis • Break-even analysis • Cash flow & funding requirements • Business performance analysis Financial Automation • Advanced Excel automation • Automated financial reporting • Automated forecasting and analysis • Custom financial tools • Workflow automation • Converting repetitive manual processes into efficient financial systems I work with founders, CFOs, investors, lenders, operators, and professional services firms that need more than a basic spreadsheet. I focus on building models that are structured, dynamic, easy to understand, and actually useful for decision-making. Whether you are evaluating an investment, raising capital, acquiring a business, planning growth, building a financial forecast, analyzing profitability, or improving an existing model, I can help turn the underlying business assumptions into a robust financial model. If you have a complex financial modeling requirement, send me the details and I'll help you determine the right approach.

Qualified chartered accountant having 5 years of work experience in finance, Bookkeeping, Data analytics, Excel VBA, and financial modeling.

I’m a Big 4-trained Senior Financial Modeler with over 8 years of experience in financial services, having worked at Deloitte and PwC, and successfully delivered numerous freelance financial modeling projects for global clients. I have 8+ years of experience delivering high-impact, investor-ready models across diverse sectors—including infrastructure, renewables, SaaS, real estate, healthcare, and more. I specialize in building and reviewing dynamic, audit-ready financial models across sectors such as infrastructure, renewables, real estate, healthcare, and more. My models are tailored to support decision-making across project finance, valuations, fundraising, budgeting, and business planning. Key capabilities include: - Developing project finance models from scratch - Structuring complex debt/equity scenarios - Performing DCF and comparable valuations - Running scenario/sensitivity analysis - Financial forecasting and viability modeling - VBA/Macros and advanced Excel modeling - Clean model architecture with version control and checks - Communicating insights clearly and professionally My models have been used for investment evaluation, lender discussions, and board presentations. I also help clients with improving or stress-testing existing models, implementing best practices, and ensuring model integrity. I combine the precision and discipline of Big 4 methodology with the flexibility and responsiveness of a dedicated freelancer. If you’re looking for a financial modeler who understands both numbers and business context, let’s connect.

Most financial models look clean right up until real money is on the line. Then the buyer's team opens the file and the questions start. I build financial modeling, valuation, and M&A due diligence work that survives that moment. Here is why my bar is different. For 8+ years I have worked in finance, and for the last 3+ I have run financial due diligence on live US middle-market deals ($5M-$50M), on the team buyers bring in to test whether the numbers behind a transaction hold up. I have seen purchase prices move because a single working capital adjustment was missed. That experience sits behind every file I deliver here: if it would not pass a diligence review, it does not leave my desk. 🏆 Top Rated Plus (top 1% of Upwork) within 3.5 months, at 100% Job Success 🎯 Who I work with: founders preparing a raise, investors and search funds evaluating targets, lenders structuring debt, and CFOs or agencies that need senior modeling capacity without a senior hire 🌏 Clients across the US, the Gulf, and Australia. Based in India, my workday fully overlaps Gulf and Australian business hours and meets US afternoons daily, so you are never waiting a day for an answer 📊 Financial Modeling & Valuation - integrated 3-statement models, DCF and LBO builds, trading comps, scenario and sensitivity toggles. Recent: a EUR 1.65B revenue manufacturing model with a 13-week cash flow and a three-scenario toggle 🔍 M&A & Due Diligence - buy-side and sell-side support, Quality of Earnings (QoE), EBITDA normalization, net working capital analysis, investment committee memos, diligence databooks 🏦 Debt & Real Estate - a EUR 960M multi-tranche package (Term Loan B, RCF, ABL), a $115M construction and refinance model, IRR and NPV property underwriting tools 🚀 Capital Raises & Business Plans - investor-ready models, pitch deck financials, financial feasibility studies, and unit economics that answer the questions investors actually ask. Recent work includes supporting a pre-seed raise for a Gulf (DIFC) venture 📈 FP&A - budgets, P&L templates, labor models, KPI dashboards, multi-entity consolidations across healthcare, manufacturing, real estate, and services 💻 Tools: advanced Excel and VBA, Google Sheets, PowerPoint, and Python automation, so version four of your model arrives as fast as version one 🎓 CA Finalist (ICAI), cleared CFA Level I, and 1,000+ published finance articles, including for Wall Street Oasis. The commentary that ships with my models reads like it was written by someone who understands the business. It was. 🤖 One thing worth knowing in 2026: I also work with AI research teams evaluating how frontier models handle investment banking tasks. I know exactly where AI-generated finance work breaks, and I make sure yours does not. 🤝 How I work: fixed milestones, so you approve the structure before the heavy build begins. Working files are always yours. Clear scope, no surprises. 📩 If you have a deal, a raise, a model, or reporting that needs to hold up under someone else's scrutiny, message me with one line about it, or book a consultation and we will scope it live. I will tell you plainly whether I am the right person for it, and if I am not, I will say so.