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Dedicated Financial Analyst, specializing in informative and persuasive professional presentation. Masters in International Business and relevant certifications from Corporate Finance Institute. Extensive experience with variety of computer applications. I am certified as a Financial Modeling & Valuation Analyst. Some of my skills include; - Corporate Finance Knowledge - Budgeting & Forecasting - Dashboard and Data Visualization - Cost Accounting - Financial Analysis - Scenario & Sensitivity Analysis - Real-estate Financial Modeling - Financial Modeling & Valuation - Building 3 Statement Financial Model - FP&A Monthly Cash Flow - Forecast Modeling - Reading Financial Statements - Merger & Acquisitions Modeling - Startup / E-commerce Financial Modeling & Valuation - Advanced Excel Formulas - VBA Excel - Mathematics - Asset Management Through years of my international experience, I have; - Recommended, developed, and implemented policies that guide the organization in maintaining and improving its competitive position. - Collected, analyzed, and managed quantitative and qualitative data and created meaningful reports to lead business improvement. - Developed strategic partnerships to grow business. Assisted with financial analysis and forecasting. - Reviewed financial statements and analyzed sales expenses and cost variations. - Developed detailed spreadsheets to identify trends and develop forecasts. - Analyzed monthly results and budgets. - Created and delivered presentations, providing recommendations on short- and long-range ROI. - Analyzed and evaluated project viabilities. - Conducted quantitative analysis of financial data to forecast revenue and identify future trends. - Developed comprehensive reports, abstracts, and charts to present data and guide investment strategies. - Performed ad- hoc analysis and reporting.

I like to hustle, I learn quick, and I'm here to help you get the job done quickly and efficiently. I currently work as a distressed credit research analyst primarily focused on special situations and distressed or restructuring companies. Previously, I spent 8 years at Moody's in New York City in both the Corporate Finance Group covering oil & gas companies (5+ years), and the Financial Institutions Group covering global systemically important banks (2 years). The skills I've learned on Wall Street make me the perfect person to help you build financials models, raise money from investors, or understand your business. My competencies are: ▸building comprehensive 3-statement financial models ▸DCF and valuation modeling ▸utilizing excel for data analysis ▸creating pitch decks using PowerPoint ▸operating in a fast-paced environment with tight deadlines.

𝗧𝗼𝗽 𝟭%; 𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 𝗣𝗹𝘂𝘀 ✅ | Ex-JPMorgan | CFA | $1BN+ raised by my models | 99% JSS | $600k total earnings I am a financial analyst with 10+ years of experience at a top Wall Street bank and as an independent financial consultant. I specialize in building, managing, and maintaining financial models, and advising businesses through model-driven insights. I've completed more financial modeling projects on Upwork than any other freelancer: 500+ engagements, 100% Job Success, Top Rated Plus, over $1BN raised on my models. CFA Charterholder. Financial Modeling I build investor-grade 3-statement models from scratch for your business. I've supported raises from seed through Series B, including a unicorn and multiple $100M+ ARR companies, along with lender models, board models, scenario and sensitivity analysis, valuation, and 409A work. I've built models for 1,000+ companies across virtually every industry, with particular expertise in lending, SaaS, ecommerce, logistics, and energy, AI has changed financial modeling in two important ways. It has made it effortless to spin up amateur models, and it has made high-quality models even more valuable by expanding what they can do. A model built from the ground up to be operated by AI agents is the best of both worlds: institutional-grade structure, optimized for scale, user-friendliness, and auditability, with an architecture that lets tools like Claude and ChatGPT in Excel update data, run scenarios, and make changes reliably. My models are built to leverage AI agents and serve as a "financial operating system" for your business that is easily actualized with current data and adapted as your needs evolve.

Financial Modeling, Excel, Google Sheet Expert looking to help you with your project. • 20 Years of FP&A/Finance/Accounting experience •Excel Expert • Google Sheets Expert• MBA • Worked for a variety of industries • Focused, efficient and reliable. • Almost 200 successful collaborations on Upwork. • Hundreds of more jobs completed throughout my career. I started doing freelance work because I love spreadsheets. They are my way of life and if I can use my skills to help somebody else then that’s awesome. I pride myself on creating workbooks that are easy for the end user to update and follow. I don’t use crazy formulas I like to KEEP IT SIMPLE. My goal is to create something that I am proud of and you are excited to use. Once I am your freelancer, I am always your freelancer. I am happy to help you with any future projects that you have. I know you are thinking “Why you?” That is a great question, so here is a quick description of me and my history. I have been working Corporate Finance roles for over 20 years and now really want to focus on helping people and building out my own company to do just that. At the end of the day, working with me is not cheap, but it’s 100% worth it. If you’re ready to get started, hit that little “Hire Now” button. If you’re not quite ready, send me a message, and we can discuss your goals at length. I look forward to working together!

Over the course of my career 10+ year career, I have worked with a wide range of clients, from small businesses to billion-dollar corporations, to solve complex financial problems. My expertise includes but is not limited to, market analysis and entry, financial statement preparation, and company valuations. My approach to problem-solving is to thoroughly understand the client's business and objectives. I strive to provide comprehensive and customized solutions that not only address their immediate financial challenges but also help them achieve long-term growth and success. Services offered: 🟢 Financial Modeling: I have over 10 years of financial modeling experience that includes three statement modeling with forecasting in Excel. 🟢 Business Case Development: I have produced market-sizing deliverables for companies that want to enter new markets or launch a new product. 🟢 Valuation: I have developed a deep understanding of various valuation methods, including discounted cash flow (DCF), multiples analysis, and market-based valuation. My expertise in financial valuation includes conducting due diligence, analyzing financial statements, identifying key value drivers, assessing risk factors, and providing detailed reports and presentations to support decision-making. - Select specialty in Intellectual Property Valuation (trademarks, patents, brands) 🟢 Corporate Financial Planning & Analysis / CFO Services: My expertise in FP&A includes developing financial models, creating forecasts and budgets, conducting variance analysis, identifying trends and opportunities, and providing valuable insights to support strategic decision-making. I am also proficient in various financial software and tools, including Excel, Workday Adaptive Planning, Vena, Oracle Hyperion and EssBase. 🟢 Due Diligence Support: I can help you navigate a transaction and leave no stone unturned. I follow the logic of identifying, quantifying, and mitigating risk. 🟢 Economic Damages: Whether you need help with economic damages analysis, lost profits analysis, or business valuation in the context of litigation, I can provide you with the expert guidance you need to build a strong case and achieve a favorable outcome. 🟢 Personal Finance: As a finance professional with a passion for helping others achieve their financial goals, I offer top-quality services to help individuals manage their personal finances with confidence. Representative Projects: ✅ $30M buy side patent acquisition encompassing over 550 millimeter wave patents. ✅ Modeled and presented the executed $150M+ HEVC joint venture deal between Qualcomm and the participating members. ✅ Modeled and presented a $1.5B opportunity to license WiFi technology via a variety of corporate structures (i.e. Joint Venture). ✅ Landscaped and presented a ~$160B (and ~323B units) addressable market chip level licensing opportunity, outside of cellular and WiFi technologies, as part of meeting NXP merger synergy targets. ✅ Conducted an enterprise valuation of a pre-revenue biotechnology company developing a Type-I diabetes therapy for ~$117mm. ✅ Barred ~$600mm in financial losses to a drug manufacturer by linking the health benefits of a compound with the client’s patent. ✅ Conducted an enterprise valuation of a coffee manufacturer which was expropriated by a Latin American government causing ~$300mm in damages. ✅ Valued the intellectual property rights of a deceased celebrity for IRS purposes at ~ $152mm. ✅ Substantiated ~$220mm in restitution for a Wi-Fi research body after analyzing infringing sales of mobile and network devices. Financial Softwares: ✅Oracle EssBase ✅Oracle Hyperion Planning ✅Oracle Netsuite ✅Workday Adaptive Planning ✅Vena ✅Google Suite/Google Sheets ✅Office suite (Excel, Power Point, Word) Industry Experience: ✅ SaaS / Software ✅ Biotechnology ✅ Real Estate ✅ Intellectual property ✅ Cyber security ✅ Expert testimony/damages analysis

I am a finance professional with an MBA in Finance and an Excel expert. I am comfortable using advanced financial formulas in Excel along with Macros, Power Query and Power Pivot. I have worked as a Financial Reporting Specialist for a Global Logistics company where I prepared financial reports for executive management; Some reports included 3 Statement models, Budget vs. Actuals and AR/AP Analysis. I have experience using Microsoft Power BI to build KPI dashboards for financial and data analysis. Please see my Data Visualization profile for specific rates and details. I build financial models as well such as Financial Projection Models, Monthly Cash Flow Forecasts, and DCF Valuation models. Please see my Financial Analysis & Modeling profile for specific rates and details. I use my critical thinking, educational background and attention to detail to solve problems in financial analysis & modeling. I provide financial tools to help you run your business at optimum efficiency. Allow me to handle the financial planning & analysis so you can focus on what you do best to grow your business.