Hire the Best CFOs

I help founders, CFOs, investors, boards, and finance teams make better decisions through financial modeling, FP&A, forecasting, valuation, investor reporting, and strategic finance. Over the last 10+ years, I've built, audited, and reviewed financial models for CFOs, venture funds, investors, startups, SMEs, infrastructure businesses, research organizations, and NGOs across the US, Canada, UK, Australia, New Zealand, Europe, the Middle East, and Asia. My expertise includes: • Financial Modeling & Forecasting • 3-Statement Models (P&L, Balance Sheet & Cash Flow) • FP&A (Financial Planning & Analysis) • Budgeting & Cash Flow Forecasting • Investor, Board & Management Reporting • Business Valuation • M&A & Due Diligence Support • Scenario & Sensitivity Analysis • SaaS Metrics (ARR, MRR, NDR, Churn, CAC & LTV) • KPI Dashboards & Performance Reporting • Fractional CFO Support Selected experience: • Financial models and strategic analysis for startups and growth companies across 15+ countries. • Financial reporting and analysis support for venture funds and investment firms. • Financial models for energy infrastructure, ports, manufacturing, logistics, maritime, transportation, real estate, and technology businesses. • Valuation and transaction models supporting acquisitions, buyouts, and investments involving businesses with $35M+ annual revenue. • Board reporting, management reporting, and executive dashboards used by leadership teams and investors. • Financial model audits, error identification, and model reconstruction for CFOs, finance professionals, and consulting firms. • Strategic finance support including profitability improvement, cost optimization, budgeting, forecasting, and operational performance analysis. I combine technical financial expertise with practical business understanding. My goal is not simply to deliver a spreadsheet, but to provide decision-makers with reliable financial information, clear analysis, and actionable insights. If you're looking for support with financial modeling, FP&A, valuation, investor reporting, or CFO-level financial analysis, I'd be happy to discuss your project.

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.

I am a Financial Modeling Expert with 13+ years of experience supporting businesses across Infrastructure, Real Estate, Healthcare, Hospitality, SaaS, Technology, Startups, and SMEs. I help founders, CFOs, investors, and lenders raise capital, evaluate opportunities, and make strategic decisions through institutional-grade financial models, forecasting systems, and FP&A solutions. Areas of expertise include: ✔ Financial Modeling & Forecasting ✔ FP&A & Budgeting ✔ Fundraising & Investor-Ready Models ✔ Cash Flow Forecasting & Runway Analysis ✔ Business Valuation & DCF Analysis ✔ M&A & Investment Analysis ✔ Board & Investor Reporting ✔ KPI Dashboards & Business Intelligence ✔ Reporting Automation & Workflow Optimization I combine deep finance expertise with Excel, Power BI, SQL, Python, VBA, Google Sheets, and AI-powered workflows to build scalable forecasting, reporting, and decision-support systems. Whether you're raising capital, evaluating an acquisition, planning growth, or building a forecasting framework, I can help you develop the financial insights needed to make confident business decisions.

Former CEO & CPA | Strategic Advisor to Business Owners Most advisors give advice. I've actually built and run businesses. I'm a CPA with 35 years of experience, former CEO of a 60-person accounting firm, entrepreneur, author, and strategic advisor. Throughout my career, I've helped business owners grow companies, raise capital, acquire businesses, improve profitability, reduce taxes, and create long-term wealth. I believe business owners need more than compliance. They need a trusted sounding board. My experience includes: ✔ Former CEO of a $6M accounting firm ✔ Author of Tax Credits Are Sexy ✔ Raised capital and completed multiple acquisitions ✔ Recovered $100M+ in Employee Retention Credits ✔ Delivered over $2M in annual savings for a $15M healthcare company ✔ 35 years serving healthcare, real estate, nonprofits, and growth companies Services I provide: • Strategic Advisory & CEO Support • Tax Planning and Tax Reduction Strategies • Fractional CFO and Controller Services • Business Acquisitions and Growth Planning • Leadership and Accountability • AI Implementation and Process Improvement • Financial Analysis and Profitability Reviews • Tax Credits and Incentive Strategies I work best with entrepreneurs and business owners who want more than just another accountant. My goal is to help clients grow their businesses, increase profitability, and create lives they don't need a vacation from. Send me a message and let's discuss your goals.

✅ Top Rated Plus (Top 3%) | 💯 100% Job Success | 🌎 10+ Years | Xero and QBO Certified Workflows I help founders turn 𝐦𝐞𝐬𝐬𝐲 𝐗𝐞𝐫𝐨 𝐚𝐧𝐝 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 into a 𝐜𝐥𝐞𝐚𝐧 𝐦𝐨𝐧𝐭𝐡𝐥𝐲 𝐜𝐥𝐨𝐬𝐞 + 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧-𝐫𝐞𝐚𝐝𝐲 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬, so you can trust your numbers, protect cash, and grow margins with confidence. A few recent results: ✔ [e.g. Cut month-end close from ~15 days to 4 for a Shopify brand] ✔ [e.g. Found $500k in misclassified COGS that was hiding true product margin] ✔ [e.g. Rebuilt 18 months of multi-entity books across AU + US for a clean FY] 🔎 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐭𝐢𝐞𝐬: Xero, QuickBooks Online, Shopify, A2X, Stripe, PayPal, Wise, Airwallex, Multi-Currency, Multi-Entity, E-commerce Accounting, SaaS Bookkeeping, Agency Finance 𝐒𝐨𝐮𝐧𝐝𝐬 𝐟𝐚𝐦𝐢𝐥𝐢𝐚𝐫? ❌ Books are "done" but reports don't feel reliable ❌ Cash flow surprises and tax bill shocks ❌ Revenue is up, profit is unclear ❌ Inventory and COGS don't reconcile (especially e-commerce) ❌ You need a CFO view — without hiring full-time That's exactly what I fix. ━━━━━━━━━━━━━━━━━━━━━━ 𝐌𝐘 𝐓𝐖𝐎 𝐒𝐄𝐑𝐕𝐈𝐂𝐄 𝐓𝐈𝐄𝐑𝐒 ━━━━━━━━━━━━━━━━━━━━━━ 🟢 𝟏) 𝐁𝐀𝐒𝐈𝐂 𝐅𝐈𝐍𝐀𝐍𝐂𝐈𝐀𝐋 𝐂𝐋𝐀𝐑𝐈𝐓𝐘 — 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 Clean, consistent accounting built for accuracy and speed. ✔ Setup and cleanup (Xero or QBO + apps like A2X, Shopify, Stripe, PayPal) ✔ Bank and credit card reconciliations + AR and AP workflow ✔ Payroll support (AU, US, UK, PH basics — including super and STP where applicable) ✔ Month-end close + accurate financial statements ✔ Inventory and COGS structure for e-commerce 🔵 𝟐) 𝐇𝐈𝐆𝐇-𝐋𝐄𝐕𝐄𝐋 𝐂𝐋𝐀𝐑𝐈𝐓𝐘 — 𝐅𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐅𝐎 CFO-level support to improve performance and decision-making. ✔ Cash flow forecasting (13 week + monthly runway) ✔ Budgeting + KPI dashboards (profit, margin, CAC, ROAS, OPEX) ✔ Profitability analysis by product, service, or channel ✔ Board and investor-ready monthly CFO pack ✔ Systems and workflow improvements so books stay clean ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 𝐇𝐎𝐖 𝐖𝐄'𝐋𝐋 𝐖𝐎𝐑𝐊 𝐓𝐎𝐆𝐄𝐓𝐇𝐄𝐑 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 1️⃣ 𝐃𝐢𝐚𝐠𝐧𝐨𝐬𝐭𝐢𝐜 — what's broken, what matters, what to fix first 2️⃣ 𝐂𝐥𝐞𝐚𝐧𝐮𝐩 + 𝐂𝐥𝐨𝐬𝐞 — bring accounts to a stable monthly process 3️⃣ 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬 — dashboards, forecasts, and monthly decision support You'll always know where your numbers stand, clear updates, no jargon, fast replies. 📩 𝐓𝐨 𝐠𝐞𝐭 𝐬𝐭𝐚𝐫𝐭𝐞𝐝: Message me your tools (Xero, QBO, Shopify), last month closed, and your #1 issue. I'll reply with a clear plan and best-fit package (fixed-fee available).

PwC-trained accountant, Fractional CFO, and financial modeling expert helping startups and growth-stage businesses build finance functions that support confident growth. I specialize in Financial Planning & Analysis (FP&A), financial modeling, strategic finance, and finance operations, helping founders improve cash flow, make better decisions, and secure funding with confidence. Over the past two decades, I have partnered with founders, investors, and business owners to transform financial data into strategic decisions. I have helped businesses secure over $400 million in funding through investor-ready financial models, financial projections, business plans, and structured financial planning. Whether you're preparing for fundraising, improving profitability, or strengthening your finance operations, I combine strategic leadership with hands-on execution. My expertise spans the complete finance lifecycle. Financial Modeling & Financial Planning & Analysis (FP&A) • Investor-ready financial modeling and financial projections • Dynamic 3-statement financial models (Income Statement, Balance Sheet, and Cash Flow Statement) • Financial Planning & Analysis (FP&A) • Driver-based forecasting and revenue forecasting • Budget models, budgeting, and forecasting • Cash flow forecasting and runway analysis • Scenario analysis and sensitivity analysis • Valuation models and investment analysis • SaaS metrics, unit economics, and pricing strategy • Business plans and fundraising support • Advanced Excel financial modeling, financial dashboards, executive dashboards, and Power BI reporting Fractional CFO & Strategic Finance • Fractional CFO services • Strategic financial planning • Finance transformation and finance operations • Budget ownership and performance management • Cash flow management and working capital optimization • Profitability improvement and cost optimization • KPI framework design • Financial reporting, management reporting, and financial statements • Board reporting and investor reporting • Capital planning, fundraising strategy, M&A support, and financial due diligence Finance Operations, Controller & Accounting • Controller oversight and finance operations • Bookkeeping and month-end close • Financial reporting and management reporting • Financial statements and management accounts • Accounts payable, accounts receivable, payroll, and reconciliations • Internal controls and finance process improvement • Accounting system implementation and optimization • Extensive experience with QuickBooks Online, Xero, Zoho Books, Odoo, SAP, Expensify, Microsoft Excel, Slack, and Microsoft Teams I have worked across SaaS, FinTech, HealthTech, E-commerce, Real Estate, Manufacturing, Infrastructure Development, and Professional Services, supporting clients throughout the US, Canada, Australia, Hong Kong, and the Middle East. Great financial decisions start with reliable financial information. Whether I'm building investor-ready financial models, leading Financial Planning & Analysis (FP&A), acting as your Fractional CFO, improving financial reporting, or strengthening finance operations, my objective remains the same: provide the visibility, structure, and strategic insight that help businesses grow with confidence. Whether you're looking for advanced financial modeling, Financial Planning & Analysis (FP&A), strategic Fractional CFO leadership, finance operations, or scalable accounting and financial reporting, I'd love to discuss how I can help your business grow.