Hire the Best Cash Flow Modeling Freelancers
in the United States

I help organizations improve financial visibility through customized reporting, forecasting, financial modeling, and operational analytics. With experience spanning large corporations, nonprofits, healthcare organizations, government entities, startups, and complex multi-entity structures, I bring both strategic and technical financial expertise to every engagement. I specialize in: • Financial Reporting & Executive Dashboards • Budgeting & Forecasting • Financial Modeling & Scenario Analysis • KPI Development & Operational Analytics • Multi-Entity & Consolidated Reporting • Board & Management Reporting Packages My background includes building scalable reporting environments, streamlining financial workflows, and developing customized reporting solutions that support operational and strategic decision-making. Every engagement is led directly by me, ensuring responsive communication, hands-on collaboration, and solutions tailored to each client’s operational goals and reporting needs.

Need a sharp, CFA-level financial modeler to help you raise capital, forecast growth, and make smarter financial and investment decisions? You’re in the right place. I’m a performance-driven Finance professional with 10+ years of experience in financial modeling, forecasting, FP&A, budgeting, valuation, and corporate finance — helping founders, investors, and executive teams turn data into decisions that drive real results. With a background spanning Oil & Gas, SaaS, Manufacturing, Construction, Real Estate, and Asset Management ($1B+ AUM), I combine deep accounting and analytical expertise (IFRS, financial statements, ERP systems) with strategic financial leadership to deliver actionable insights, precise models, and decision-ready reports. ⚙️ What I Do I build clear, dynamic, and investor-ready financial models and reporting systems that help you take control of your numbers and plan with confidence: ✅ 3-Statement Financial Modeling — Integrated P&L, Balance Sheet & Cash Flow with charts, ratios, and scenario testing ✅ Valuation & Investment Models — DCF, IRR, NPV, payback, comps, and capital budgeting analysis ✅ FP&A & Budgeting Systems — Forecasting, cost optimization, and variance tracking dashboards ✅ Cash Flow Forecasting — Weekly, monthly, and 13-week rolling models for liquidity and runway planning ✅ KPI & Performance Dashboards — LTV/CAC, ROI, burn rate, margin tracking in Excel or Google Sheets ✅ Cap Table & Equity Modeling — Ownership dilution, fundraising scenarios, LP/GP waterfalls ✅ Scenario & Sensitivity Analysis — Base, bear, and bull cases to guide confident decision-making ✅ Management & IFRS Reporting — Investor, board, and audit-ready financial packages 🧠 Why Clients Hire Me ✔️ Strategic + Technical: I bridge accounting precision with investor-grade financial storytelling ✔️ Flexible & Scalable: Tailored solutions for startups, SMEs, and established enterprises ✔️ Industry Versatility: From SaaS and AI startups to multi-branch manufacturing and real estate firms ✔️ Proven Impact: Built dashboards that cut overhead by 20%, shortened month-end closes from 7 days to 5 hours, and helped clients avoid cash crunches months in advance 🌎 Industries I Serve SaaS, Tech & eCommerce Manufacturing & Construction Real Estate & Investment Firms Healthcare & Private Practices Traditional & Alternative Investments 📊 Results You Can Expect Accurate forecasts that attract investors and lenders Data-driven insights that optimize growth and profitability Clean, automated models that simplify complex decisions Financial clarity that lets you run your business like a CFO 📩 Let’s Talk If you’re looking for a trusted financial partner to help you understand your numbers, build investor-ready financial models, or take control of your financial strategy — send me a quick message. I’ll tell you exactly how I can help or point you in the right direction.

Hello There, I am a freelancer with over 15 years of finance and accounting experience. I have served as CFO for several clients and have worked in private equity. I am a CFA charterholder based in Los Angeles. I can pick up tasks quickly and would love to work with you and your team. I have worked on projects involving the following: - Fractional CFO - M&A - Financial Modeling - Budgeting/Forecasting - Valuation - Real Estate Modeling - Research - VBA Automation Please let me know if you have any questions. Thank you! Thanks!

I help business owners and leadership teams turn messy financial and operational data into clear, decision-ready models. I’m a finance & operations consultant with 10+ years of experience building custom Excel models for real businesses - not generic templates. I can help with financial modeling, budgeting, forecasting, cash flow planning, scenario analysis, pricing tools, QuickBooks/CSV reporting cleanup, and management dashboards. I’ve worked across industries including real estate, construction, retail, travel/events, SaaS, and service businesses. My models are Excel-based, well-documented, and built so clients can actually use and update them after handoff. Tools: Excel, Google Sheets, QuickBooks, Power BI, dashboards, advanced formulas.

I help businesses see their numbers clearly and make confident decisions — turning messy data into forecasts, models, and reporting systems that show exactly where the business is headed. I'm a Director of Finance and FMVA-certified FP&A consultant with 5+ years across ~$3B-scope corporate finance, public DTC e-commerce, and multi-entity operations. I've owned forecasting, budgeting, scenario modeling, and month-end close — and I specialize in automating the manual work so leadership gets faster, cleaner numbers. What sets me apart: I build the model and the live dashboard and automation behind it — Excel, Power BI, Domo, SQL/Snowflake, and Python — so you get decision-ready insight, not just a static spreadsheet. What I can do for you: ✅ Driver-based forecasting & financial models (3-statement, scenario, cash flow) ✅ Budgeting, variance analysis & board-level reporting ✅ Real-time P&L dashboards & reporting automation (Power BI, Domo) ✅ Month-end close automation & process cleanup ✅ Pricing, cost & unit-economics analysis ✅ Investor- and lender-ready models & decision support Selected results: • Built promo and demand forecasts accurate within 5% of actuals • Automated month-end reporting, eliminating ~10 hours of manual work per month • Modeled and supported scaling debt enrollments from $2M to $10M+ • Rebuilt a flat-dollar marketing forecast into a funnel-based model (leads × CPL) Let's talk — I offer a free intro consultation to scope your project, and I typically respond within a few hours.

Key Highlights: 🎓Wharton Graduate. 🎓Stanford Graduate. 🏆CFO of a Billion-Dollar Company. 🏆Managing Director of a $100mm Real Estate Investment Firm. 🏆VP at a $2B PE Fund. 🏆Investment Banker - Growth Equity, Leveraged Buyouts, Leveraged Finance, M&A, Financial Restructuring 🏆Finance Professor at UCLA - Taught a class on Corporate Valuation; Taught a class on Capital Markets Services I Offer: ✅Accounting & Bookkeeping: Ensuring accurate and timely financial records. ✅Financial Modeling & Analysis: Delivering insights through detailed financial models. ✅Business Planning & Feasibility Studies: Developing clear and actionable strategies. ✅Private Equity & Leveraged Finance Solutions: Managing complex financial strategies for growth. ✅Debt & Equity Capital Markets Advisory: Assisting with capital raising and financial structuring. ✅Corporate Valuation & Financial Forecasting: Providing expert valuation and financial planning. ✅Logistics & Operations Consulting: Streamlining operations for improved efficiency.