Hire the Best Chartered Financial Analyst (CFA) Freelancers
in India

When founders, PE firms, consulting firms, CFOs, and boutique investment banks need high-quality financial analysis, they work directly with me. I'm a Chartered Accountant (CA) and CFA Charterholder with over 5 years of investment banking experience at Citi and Keynote Financial Services, along with 1.5 years of Financial Due Diligence experience at Grant Thornton. Throughout my career, I have worked on financial modeling, valuations, transaction advisory, due diligence, fundraising, and strategic finance engagements across multiple industries. I lead client engagements and remain actively involved in the analysis and delivery of every project. Depending on the scope and timeline, I am also supported by my firm, Vista Analytics, a team of experienced analysts and associates that allows me to scale efficiently and meet demanding deadlines without compromising quality. 📦 Areas of Expertise: 🔢 Financial Modelling — 3-statement models, LBO, M&A/merger models, SaaS metrics, VC/hedge fund models, AI sector models 📊 Business Valuation — DCF, comparable company analysis, precedent transactions, 409A valuations, Purchase Price Allocation (PPA), Fairness Opinions 📈 Pitch Decks & CIMs — Investor decks, teasers, Confidential Information Memorandums built to raise capital 🔍 Investment & Due Diligence — Equity research, credit research, financial due diligence, industry analysis 📋 Business & Financial Plans — Pro forma statements, cash flow projections, market & competitor analysis 🤝 Transaction Advisory — Deal structuring, credit reports, credit enhancement, closing assistance 🏢 Why Clients Work with me: ✅ Direct access to an experienced finance professional with investment banking and transaction advisory experience. Institutional-quality work with the flexibility and responsiveness of an independent consultant. ✅ Cost advantage — Access investment banking-grade output at India-based pricing. Typically 50–70% more cost-effective than equivalent Western talent. ✅ Ability to scale through Vista Analytics when larger projects or ongoing support are required. ✅ Demo-first approach — For retainer clients, we're happy to complete a paid trial assignment before you commit long term.

I build investor-ready financial models that help startups raise funding, plan growth, and make confident decisions.”, Having also great experience in Quickbooks, Zoho, Xero, Tally etc to name a few in handling books upto date from scratch Key Skills & Expertise End-to-end 3-statement financial models (Income Statement, Balance Sheet, Cash Flow) ✔ Startup & fundraising models with scenario and sensitivity analysis ✔ Business valuation (DCF, comparable companies, precedent transactions) ✔ Budgeting & forecasting (monthly, quarterly, annual) ✔ Financial analysis & insights for decision-making ✔ Investor-ready outputs with clean summaries and charts

Seamless Finance & Accounting Support – Powered by a Husband-Wife Duo NOT AN AGENCY. We are a husband-wife duo with over 20 years of combined experience in Accounting, Finance, Audit, and Banking. After more than a decade EACH in full-time corporate roles across leading Indian sectors, we transitioned into freelancing in 2021 to offer our clients a well-rounded and highly collaborative service in the financial domain. We're not an agency, just two professionals working in perfect sync to deliver high-quality, reliable, and personalized support. Who We Are Her Expertise - Chartered Accountant, India (equivalent to CPA/ACCA) - Handles Bookkeeping, Reconciliations & Financial Statements - Proficient in Xero, QuickBooks Online (QBO), MYOB, and SAGE - Strong eye for detail, compliance, and accuracy His Expertise - CFA (ICFA), MBA in Banking & Finance, CFA US Level 3 Candidate - Specializes in Financial Modelling, Equity Research, Valuation, Pitch Decks, Presentations, and Corporate Finance - Brings strategic insights and analytical depth Our Full-Time Background We’ve worked with top-tier institutions and sectors in the Indian market: - Banking: India’s largest public sector bank - Beverage Industry: Finance for a fast-growing domestic alcohol company - Credit Ratings: India’s leading external credit rating agency Why Work With Us? - Two sets of complementary skills in one seamless package - Strong communication and coordination - Holistic financial solutions from bookkeeping to boardroom-ready presentations - Long-term mindset, with a focus on building trust and delivering real value Feel free to check out our LinkedIn profiles to learn more. We’re always open to interviews and look forward to working with you!

I build Financial Models which stands during investor meeting and gets funded. Beyond just financial models, I also build FP&A and reporting systems that support fundraising, diligence, and decision-making. As a Chartered Accountant (India CPA) with 15+ years of experience, including leading Strategy and FP&A for a $700M group, I build investor-ready financial models, valuations, and FP&A systems for fundraising, acquisitions, and strategic planning. I have delivered 200+ financial models and dashboards across startups, SaaS, real estate, infrastructure, and corporate sectors. Deals handled - 1) USD 400mn Bond Issue for Infra company 2) USD 350mn IPO 3) USD 180mn Oil Tank business acquisition (UAE) 4) USD 200mn Logistics business acquisition (India) 5) USD 65mn Port acquisition (India) I can help you with: 1) Financial Modeling & Valuation • Fully integrated 3-statement financial models (Income Statement, Cash Flow, Balance Sheet) • DCF valuation and comparable company analysis • Investment and acquisition analysis, including LBO models • Investor return models (IRR, NPV, payback, sensitivity analysis) • Startup and investor-ready financial models • Scenario, sensitivity, and driver-based forecasting 2) FP&A and Forecasting • Budgeting and long-term financial planning models • Consolidated MIS & Accounts reporting • 12-month, 3-year, and 5-year financial forecasts • Rolling cash flow forecasts • Budget vs actual and variance analysis • Profitability, cost, and performance analysis 3) Financial Statements & Reporting • Preparation of Income Statement, Balance Sheet, and Cash Flow statements • Conversion of accounting data into structured financial statements • Historical financials preparation for investors, lenders, or internal review 4) Management Dashboards and Reporting • Executive dashboards (Excel and Power BI) • KPI tracking dashboards • Automated reporting and performance monitoring tools If you are a startup, investor, real estate firm, or established business, I can help you build robust financial models, FP&A systems, and management dashboards to support confident decision-making. 15 yrs experience | Chartered Accountant | FMVA® Certified | Excel Expert | Forecasting | DCF | Dashboards | Pitch deck | M&A | QoE | Analyst | Budget | GAAP Reporting | Financial Modelling | Valuation | Business Plan | Fractional CFO | FP&A | Financial Analysis | Analysis Model | Cash Flow Analysis | Business Analysis | Strategy |

Are you struggling with messy financials, unclear budgets, or the need for investor-ready reports? I help businesses streamline their books, make data-backed financial decisions, and maintain healthy cash flow. With over 11 years of experience as a CFO and Financial Consultant, I’ve supported startups, law firms, and multi-entity companies in: ✅ Bookkeeping (QuickBooks Online, Xero, Tally) ✅ Budgeting & Forecasting (Monthly/Quarterly/Annual) ✅ Financial Modeling (Investor pitch decks, scenario planning, Excel dashboards) ✅ Virtual CFO Services (Cash flow management, profitability analysis, financial reporting) I’ve helped clients: • Reduce costs by 15–30% through budget controls • Build clear financial models used to secure funding • Organize years of backlog bookkeeping • Gain visibility into financial KPIs with custom dashboards ⚙ Tools I work with: QuickBooks, Xero, Excel, Google Sheets, Zoho Books, Power BI 🎯 Let’s talk if you’re looking for a partner who understands both numbers and business strategy. I offer reliable, timely, and insightful financial support.

You shouldn't need a finance degree to use your own financial model. I build financial models, business valuations, CIMs, pitch decks, due diligence (QoE) reports, FP&A forecasts, QuickBooks bookkeeping and Power BI dashboards. Every one passes the same test: can you open it, drive it, and defend it in front of an investor — without me in the room? If not, it's not done. By day I'm a senior analyst on live U.S. middle-market M&A deals — 60+ transactions, $5M to $50M+. On Upwork, you get that same analyst, directly. 100% Job Success. My reviews say it better than I can: ★ "Detailed and exceptionally well presented." ★ "Understood the brief quickly… quality work under tight timelines." ★ "Responsive and reliable." 𝗪𝗵𝗮𝘁 𝗜 𝗯𝘂𝗶𝗹𝗱 ✔ Financial modeling — three-statement models, DCF, LBO, startup financial projections, scenario and sensitivity analysis (Excel, VBA, Power Query) ✔ Business valuation — DCF valuation, comparable company analysis, precedent transactions ✔ M&A and financial due diligence — Quality of Earnings (QoE) reports and databooks, EBITDA normalization, net working capital peg, proof of cash — buy-side and sell-side ✔ CIM and pitch deck — investor-ready Confidential Information Memorandums, teasers and fundraising decks, Seed to Series B ✔ FP&A — budgets, forecasts, 13-week cash flow, variance analysis, KPI dashboards, board packs ✔ Power BI — interactive finance dashboards: KPI scorecards, budget vs actual, drill-downs ✔ Bookkeeping and accounting — QuickBooks Online and Xero: monthly close, cleanup and catch-up, bank reconciliation, A/R and A/P, GAAP-aligned ✔ Equity research — investment theses, peer comps, coverage-style reports 𝗪𝗵𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝘁𝗮𝘆 ✔ This is my day job, not a course certificate — 60+ live M&A deals and 8 investor CIMs across AI, FinTech, HealthTech, SaaS, PropTech, crypto, real estate and D2C ✔ Every model ships audited — zero hardcodes, sourced assumptions, integrity checks, lender- and IC-ready formatting ✔ No black boxes, no week-long silences — a written workplan in 24 hours, updates at every step, same-day answers to "why this number?" ✔ Semi-qualified Chartered Accountant (ICAI) and CFA Level 1 candidate 𝗛𝗼𝘄 𝘄𝗲 𝘀𝘁𝗮𝗿𝘁 Send the file, the data room, or just the question. Within 24 hours you'll have a clear workplan — scope, milestones, timeline. You approve the structure before the heavy build starts. U.S.-hours overlap, plain English, fast first draft. And if it's 2 a.m. and the investor meeting is Friday — message me anyway. I've shipped under worse deadlines.