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

Check out Chartered Financial Analyst (CFA) Freelancers in India with the skills you need for your next job.
  • $50 hourly
    I am a MBA in finance and CFA holder having more than 7+ years of experience in valuation/ financial modelling and Equity research. Currently working with BIG4 ('KPMG'). I possess exceptional skills in:- 1. Financial statement analysis (Ratio analysis) 2. Financial modeling with forecasting 3. Valuation, M&A, Financial analysis 4. Project finance and Debt scheduling 5. 409A Valuation, Wind, Solar models 6. Pitch deck preparation/presentations 7. Company and Industry profiling Work summary :- • Building in-depth financial forecast models and preparing pitch books. Value companies using DCF and relative multiples. Handling queries and request from clients. • Analyzing Macroeconomic changes, industry trends and other important company events to forecast financial statements. • Forecasted financial statements, created presentations and reports. Happy to work with you. THANK YOU!!!
    Featured Skill Chartered Financial Analyst (CFA)
    Pitch Deck
    Pitchbook
    Microsoft Excel PowerPivot
    Solar Energy
    Market Analysis
    Financial Analysis
    Chartered Financial Analyst
    Valuation
    Ratio Analysis
    Financial Modeling
    Business Valuation
    Forecasting
    Financial Projection
    Accounting
    Microsoft Excel
  • $100 hourly
    ✅ Exceptional Quality ✅ Passionate Commitment ✅ Prompt Communication I am an Expert Business Consultant (ex-Bain & Co., MBA, CFA) with 9+ years of experience catering to 300+ global clients. On Upwork, I am a Top-Rated Plus and Expert-Vetted professional with 5-star ratings from all my clients. My specializations are: 📌Market Research and Analysis 📌Business Plan and Pitch Decks 📌Financial Modeling and Analysis 📌Business Transformation and Automation through AI 📌Startup Growth Strategy 📌Online Training and Course Development 📌Go-To-Market Strategy 📌Investor Presentations My clients love me for owning the work, being communicative, adhering to timelines, and being their go-to consultant. Take a look at what they have to say about me: "Aanchal was super sharp, prompt, easy to work with. Would work with her again!" (Aug 2024) "Excellent support and quality of work on the project by Aanchal. Highly Reliable . Exceeded expectations." (Jul 2024) "I am immensely satisfied with Aanchal's in-depth market research, comprehensive analysis, and inclusion of financial models showing me a representation of a real-world financial situation. Her professionalism, expertise, and dedication to delivering high-quality work make her an invaluable asset." (June 2023) “Aanchal is our go-to consultant when it comes to business management. Right from research, analysis, content to visualizations, her work and dedication are incredible.” (March 2023) “Aanchal’s attention to detail is keen! We have hired her for many projects because of her superior project management. She will inundate all of your expectations.” (Jan 2023) “Aanchal was amazing! She has a real passion for what she does and literally went above and beyond the job requirements - it felt as though she treated the work as her own. I am so confident that she will not only meet your expectations but exceed them so much so that if you find you are not 100% happy, I will pay for your project with her.” (Nov 2022)
    Featured Skill Chartered Financial Analyst (CFA)
    Organizational Behavior
    Business Modeling
    Curriculum Development
    Financial Report
    Elearning
    Academic Content Development
    Industry Research
    Chartered Financial Analyst
    Management Consulting
    Employee Onboarding
    Company Research
    Procedure Manual
    Training & Development
    Equity Research
  • $40 hourly
    A Chartered Accountant (equivalent to a Certified Public Accountant) with over 12 years of experience, specializing in providing high-quality financial services . My professional journey includes valuable experience at PwC, where I honed my skills in financial modelling and analysis across various sectors. Key Skills: – Development of robust financial models for project finance, structured finance, and M&A transactions. – In-depth analysis of financial statements including Balance Sheets, P&L Accounts, Cash Flow Statements, and Statements of Retained Earnings, with future projections crafted for 3-5 years. – Strong expertise in budgeting, forecasting, and financial projections, business plan – Comprehensive business valuation and strategic business planning. – Proficient in creating and updating financial models using Google Sheets and Excel. – Experience in crafting detailed valuation reports and managing financial operations. – Skilled in building LBO models and performing Quality of Earnings (QoE) analysis. – Specialized knowledge in real estate and various industry models, including SaaS, hospitality, and healthcare.
    Featured Skill Chartered Financial Analyst (CFA)
    Due Diligence
    Cash Flow Statement
    Data Visualization
    CPA
    Financial Model
    Financial Reporting
    Chartered Financial Analyst
    Bank Reconciliation
    Valuation
    Financial Projection
    Forecasting
    Financial Analysis
    Financial Variance Analysis
  • $10 hourly
    I have around 9 years of experience in equity research domain. I am very well versed with financial modeling, valuations (DCF, Relative & SOTP) and report writing including company profiles, company valuations report, Thematic research reports, earnings reports, Event based reports, Intiation Coverage Reports, and Industry research reports. I have extensive experience in Cashflow projection and trend analysis. I am an Excel and Powerpoint expert and can make professional powerpoint slides. Additionally, I can support on developing Business Plans and pitch decks. I have great knowledge in using SEC filings like 10Q, 10K, 8K, etc to source financial data of companies and perform or conduct financial analysis. I have expertise in sourcing financial data using databases like Reuters, ThomsonOne, Bloomberg, Factset, etc.
    Featured Skill Chartered Financial Analyst (CFA)
    Chartered Financial Analyst
    Financial Report
    Financial Analysis
    Equity Research
    Report Writing
    Investment Research
    Financial Modeling
    Investment Banking
    Company Research
    Business Valuation
  • $25 hourly
    I am founder and principal consultant at Caston Corporate Advisory Services. We are a team of Seasoned professionals with proficiency in financial research, accounting, financial modelling, business valuation and investment banking. We are committed to top quality service delivery within agreed timelines. With more than 300 satisfied clients across the globe, Caston takes pride to be one of the most trusted service partners by its clients. Confidentiality remains a protocol. Our key service area include: - Financial Forecasting - Business Plan - Investor Presentation - Management and financial reports - Accounts payable reconciliation - Inventory reconciliation - Accounts receivable reconciliation - Business valuation - working capital management - Financial risk management - Financial due diligence - Credit Appraisal forms I am a CFA, and graduated in Commerce with more than 17 years of experience in corporate finance and advisory.
    Featured Skill Chartered Financial Analyst (CFA)
    Business Writing
    Pro Forma Statement
    Due Diligence
    Cash Flow Modeling
    Investor Overview
    Chartered Financial Analyst
    Accounts Payable Management
    Business Valuation
    Investment Research
    Investment Strategy
    Cost Accounting
    Accounting Basics
    Investment Banking
    Microsoft Excel
    Financial Projection
  • $10 hourly
    Hi, there I am Professional Accountant (Chartered Accountant India) with more than 7 years experience in the field of Taxation Compliance, Company Registration and Accounting and Auditing , Book keeping. I have done Diploma in US Corporate Law and Taxation. I have done certificate course in Software Like Quick Book, ZOHO . It would give me immense pleasure to help you through following services: INCORPORATION SERVICES: I have Practical experience and formed LLC and C-Corporation for some of my clients in the state like Delaware. I could also help and advice clients whether you should select LLC or C-Corporation. Also advice which is the best state to form a business in USA. State like Delaware is a very friendly state to form a business with No sales Tax. State like Wyoming is also good with minimum annual tax of 60$ and low sales tax as low as 4%. State like Montana has low cost of formation and Lower annual state tax payment. FRANCHISE TAX FILING AND ANNUAL REPORT FOR STATE LIKE DELAWARE: Every Corporation registered in Delaware needs to file annual reports and pay annual Franchise tax to the state to operate the business in the state, this is the fee for doing business. If not done states will dissolve the corporation. To avoid this we need to file the annual reports and also we can use this filing to update any changes happen in organization. The minimum tax is $175.00, for corporations using the Authorized Shares method and a minimum tax of $400.00 for corporations using the Assumed Par Value Capital Method. All Domestic and Foreign Limited Liability Companies, Limited Partnerships, and General Partnerships formed or registered in Delaware are required to pay an annual tax of $300.00 WYOMING ANNUAL REPORT : Every LLC or Corp registered in Wyoming needs to file annual reports and pay annual fees (Minimum 60$) to the state to operate the business in the states, this is the fee for doing business. If not done states will dissolve the LLC. The Due date for filing of annual report is 1st day of anniversary month. REGISTRATION FOR DBA/FBN : I can help C-Corp or LLC to register/Apply for DBA /FBN either at county level or state level depends on state regulation in USA EIN: I have practical experience in apply for EIN number with IRS by filing Form SS-4 BOOK KEEPING AND ACCOUNTING : Our firm also Provide Book Keeping and Account maintenance Service I have hands on experience with leading cloud accounting applications namely QuickBooks and Zoho. US TAX PREPARATION AND FILING: It includes preparation and filing of Form 1040 for Individuals, Sole Proprietors and Employees, From 1065 for Partnerships, 1120S for S-Corporations and 1120 for C-Corporations and various state filings. ENTITY REVIVAL SERVICE IN DELAWARE STATE: When an entity has failed to pay their yearly taxes or maintain a Registered Agent, it may fall into a status other that good standing. To return your entity back into a good standing status, the Delaware Code requires that certain documents be filed and all back taxes and filing fees paid. You may obtain the forms and instruction memo by selecting the document that is appropriate for your needs. Here i can help to activate your company status as good standing. your company may be forfeited or void if you have not paid your franchise tax or file your annual report or failed to maintain registered agent. PARALEGAL SERVICES It includes Drafting the operating agreement of LLCs and partnership agreements for general partnerships, co-founders agreement, bye-laws of corporation. INDIAN INCOME TAX RETURN FILING : It included filing of ITR with Income Tax Department, India like ITR -1, ITR-2, ITR-3, ITR-4 . Due date for the same is 31st July. GST RETURN FILING AND REGISTRATION : I can help you to file your monthly and annual GST returns and apply for GST registration with department. Thank you
    Featured Skill Chartered Financial Analyst (CFA)
    QuickBooks Online
    Chartered Financial Analyst
    CPA
    Company Registration
    Accounting Basics
    Accounts Payable Management
    Accounting Software
    Bookkeeping
    Accounts Receivable
    Zoho Books
    Payroll Accounting
    Bank Reconciliation
  • $25 hourly
    As a Chartered Accountant (US CPA equivalent) and CFA L1 & L2 qualifications along with rigorous 6 years of professional experience at PwC Deals & Strategies, I possess a strong foundation in valuations, financial modeling, pitch decks, business plans, strategies, M&A advisory and more. This experience, coupled with successful services to over 150+ clients within my 1st year of independent advisory & consulting practice, demonstrates my ability to deliver high-quality solutions across diverse industries, including SaaS, tech, e-commerce, real estate, infrastructure, manufacturing, pharma and more. My experience encompasses over 500+ projects, closely engaging with PE and VC firms on fundraising, exits, valuations, etc. My access to premium databases like Capital IQ, DealStats, BV Research and EMIS along with a "Top Rated Plus" badge on Upwork and 5-star ratings on 95% of engagements, further solidifies my expertise and client satisfaction. Range of Services offered: ✅Fractional CFO services for financial planning and analysis, cash flow management, financial reporting, business performance, expansions, etc. ✅Easy-to-use, detailed financial models for startups, small & medium-sized businesses. ✅Attractive pitch decks, teasers and company presentations for seed round, series round, fund raising, IPO, M&A, etc. along with extensive industry research ✅Business valuations for various purposes including management considerations, taxation, litigation, M&A, PPA, 409A, etc using DCF and market approaches ✅Valuation of separate intangible assets for proposed sale / purchase price allocation (PPA) ✅Valuation of ESOPs using Binomial model, Black Scholes approach and Monte Carlo simulation ✅Quarterly / Monthly investor presentations on financial performance, key developments, KPIs, etc. ✅Screening services to extract data and multiples of peer companies and peer transactions relating to any particular company / industry using various databases ✅Assistance in review, logical check and arithmetical accuracy for valuation and financial models
    Featured Skill Chartered Financial Analyst (CFA)
    Accounting
    Zoho Books
    QuickBooks Online
    Chartered Financial Analyst
    Business Consulting
    Finance & Accounting
    Pitch Deck
    Valuation
    Business Valuation
    Financial Model
    Financial Analysis & Valuation
    Business Plan
    Company Valuation
    Financial Modeling
    Financial Projection
  • $25 hourly
    Driven and curious researcher with a passion for financial markets and investment analysis. Skilled at handling large data sets and writing code to solve problems. An independent worker who enjoys teamwork and exchange of ideas. Adept at conveying information clearly through writing.
    Featured Skill Chartered Financial Analyst (CFA)
    Equity Valuation
    Equity Research
    Microsoft Excel
    Forex Trading
    Blog Writing
    Essay Writing
    Writing
    Chartered Financial Analyst
    Financial Analysis & Valuation
    Quantitative Analysis
    Finance
    Derivatives Trading
    Data Analysis
    Python
  • $56 hourly
    Title: Equity Research & Valuation Expert | Small & Micro-Cap Specialist | Investor Pitch Decks & Financial Modeling Overview: With 15+ years of experience in equity research, financial modeling, and business valuations, I provide in-depth investment research, strategic insights, and compelling pitch decks that help businesses attract funding and make data-driven decisions. What I Offer: ✔ Equity Research Reports – Deep-dive fundamental analysis, industry trends & competitive positioning ✔ Financial Modeling & Valuation – 3-statement models, DCF, LBO, M&A, and scenario analysis ✔ Investor Pitch Decks – Data-driven, visually compelling decks that engage investors ✔ Investment Memorandums – CIMs, investor updates, and teasers ✔ Stock & Market Analysis – Price targets, catalysts, and risk assessment ✔ Comparable Company & Precedent Transaction Analysis – Accurate benchmarking for valuations 🚀 Why Work With Me? 🔹600+ Publicly Listed & Private Companies Researched – Small-, micro-, and mid-cap focus 🔹$100M+ in Capital Raised – Through investor-ready pitch decks & research reports 🔹400+ Financial Models Built – Covering DCF, M&A, LBO & more 🔹75+ Investor Pitch Decks Designed – With a unique mix of finance & design expertise 🔹Strong Institutional Investor Network – 15,000+ connections with VCs, angel investors & fund managers 🤝What You Can Expect: ✔ Confidentiality & Data Security – Your information is protected ✔ Detailed, Insightful Research – Backed by real-world experience ✔ Clear, Concise Reporting – Professional & investor-friendly deliverables ✔ On-Time Delivery – Fast turnaround without compromising quality Let’s Work Together! If you need expert-level equity research, financial modeling, or a pitch deck that secures funding, let’s connect! 📩Message me today to discuss how I can help with your project.
    Featured Skill Chartered Financial Analyst (CFA)
    Market Research
    Data Entry
    Data Analysis
    Competitive Analysis
    Investment Research
    Report Writing
    Microsoft PowerPoint
    Microsoft Excel
    Presentations
    Investment Banking
    Private Equity
    Financial Analysis
    Pitch Deck
    Valuation
    Financial Modeling
    Chartered Financial Analyst
    Equity Research
  • $60 hourly
    I am a Certified Public Accountant (CPA, US) and Chartered Accountant (CA, India) with extensive expertise in financial leadership, backed by over 13 years of post-qualification experience plus 3 years of internship training. I have expertise in accounting, business planning/modeling, financial analysis and reporting, financial statement preparation & review as per US GAAP, IFRS, UK GAAP & Ind AS along with bookkeeping, budgeting, forecasting and variance analysis experience. Most recently, I held the position of Director, where I led a team of 32 professionals in a large organization. In this role, I successfully spearheaded the transition of statutory financial reporting for 166 legal entities across 84 countries for Center of Excellence (COE) of a Global Capability Center (GCC), ensuring seamless compliance with diverse accounting standards and regulatory requirements. My ability to design and implement process improvements has resulted in enhanced efficiency and accuracy in financial reporting. Also, my tenure at a Big4 firm as a Manager in Capital Markets and Accounting Advisory Services has equipped me with the expertise to oversee complex accounting projects, including those involving International Financial Reporting Standards (IFRS). With a strong foundation in accounting, financial analysis, and consolidation, I specialize in full set of financial statements preparation and review in accordance with multiple GAAPs. some of feed backs i received from my Upwork Clients : "Indu is a competent professional with sound technical knowledge of the subject matter assigned to her." "Timeliness and adherent to deadlines and goes beyond for completion of work" "Excellent work! Delivered before deadline and quality of work was 1000% more than I expected! Thank you so much" "Indu strives to deliver results with perfection and on time."
    Featured Skill Chartered Financial Analyst (CFA)
    Financial Report
    Financial Modeling
    Chartered Financial Analyst
    Financial Analysis
    Financial Planning
    Cash Flow Analysis
    International Accounting Standards
    GAAP
    Financial Statement
    International Financial Reporting Standards
    Bookkeeping
    Balance Sheet
    Microsoft Excel
    Intuit QuickBooks
  • $40 hourly
    I am a content writer with excellent research skills. I have been a published financial writer for the past eight years. My work has been published on renowned online publications, The Motley Fool, Market Realist, TipRanks, and BarChart. Creativity is my forte and research is my passion so combining them both, I create excellent and interesting articles on various topics. I cover all sectors and industries, I also have experience creating interesting content on various general topics.
    Featured Skill Chartered Financial Analyst (CFA)
    Equity Research
    Writing
    Creative Writing
    Yoast SEO
    Content Writing
    SEO Writing
    Financial Writing
    Tableau
    Chartered Financial Analyst
    Google Analytics
  • $45 hourly
    I am an Engineering graduate with a rare combination of Technical skills that includes Time Series Forecasting, Data Analysis with love for finances that includes Company Research, E-valuation of Stock Market etc . I am currently working as Full time Analyst at Tiipii Bed LLC. (UK based firm) I Have worked full time as "Algo Developer (Python & C++)" in an Advisory LLP that create strategies for Algo Trading in Options Derivatives as my last job. I Have worked part-time as a developer for a Canada based asset management and investment firm. I think I am a great match for the position of "Financial Analyst" as I have the Technical Knowledge of Technical tools with the Most Important Experience in working with HFT companies and low latency projects. I have cleared CFA level-2 exam and working on level 3 now. I Have completed the certification for the National Institute of Securities Markets Certification for the position of Research Analyst. I also have the ability to optimally trade in Futures and Options, create an optimal strategy to understand the fundamental factors that are influencing the prices of the commodities. I am delighted as this can be a perfect opportunity for me to showcase my skills and ability on the right platform.
    Featured Skill Chartered Financial Analyst (CFA)
    Financial Analysis
    MQL 4
    Algorithm Development
    Inventory Management
    Chartered Financial Analyst
    Visual Basic for Applications
    Financial Reporting
    Financial Management
    MetaTrader 4
    MetaTrader 5
    MetaTrader
    Microsoft Excel
  • $50 hourly
    I have five-plus years of experience in accounts, Financial projections, and valuations. I am proficient in advanced Excel, VBA, and PowerPoint. I can help you with customized financial models. The financial models will be totally dynamic including sensitivity and scenario analysis and important KPIs for higher management. ✅ Working professional at Ernst & Young (Financial modeling and valuations). ✅ Expert in infrastructure modeling (renewables). ✅ Great experience in project finance models. ✅ A CFA® | CA and an FRM®. ✅ Among the top 3% of Freelancers on Upwork. ✅ An Excel Expert. ✅ Great experience in QuickBooks Accounting and Managing the Business Finance and Accounting.
    Featured Skill Chartered Financial Analyst (CFA)
    Business Analysis
    Valuation
    Forecasting
    Financial Analysis & Valuation
    Real Estate Financial Modeling
    Visual Basic for Applications
    Microsoft PowerPoint
    Company Valuation
    Chartered Financial Analyst
    Financial Modeling
    Account Management
    Financial Analysis
    Balance Sheet
    Financial Projection
    Microsoft Excel
  • $56 hourly
    • Specialist in finance and economics with experience in private equity, investment banking, investment research, corporate valuation and quantitative finance • Proficient in creating quantitative models on Python (Jupyter notebooks) and Microsoft Excel to solve problems and uncover data-driven insights • Organised and systematic, value honest and open communication --------------------------------- PROJECT LIST DATA ENGINEERING AND PROCESSING FRAMEWORKS • Throughout my masters, independent coursework and work experience, I have dealt with projects which required building automated data capturing and processing frameworks • Data processing framework in Python to interact with APIs of data providers like FRED, NASDAQ Data Link, OECD Stat for importing raw data and carrying out several data processing steps like frequency conversion, adjustments for data release dates, units of measurement etc. • I have written Python scripts to automate the job application process. These scripts scrape jobs from websites of target companies, display new vacancies in one place & save them in a database for future reference • I also worked on a dataset of signals on an ETF to assess their effectiveness. To do this, I carried out a number of data pre-processing and pipeline construction steps in Python using a Jupyter notebook environment ECONOMETRICS • I have used ARIMA-GARCH, VARMA-Multivariate GARCH & VECM models to create a trading strategy using Gold, Equity ETF returns & Bitcoin returns • I also used R in a project which required the use of various time series techniques to predict monthly natural gas consumption in Illinois, US MACHINE LEARNING AND PREDICTION • Ran several unsupervised (PCA, K-means) and supervised (CART, SVM, NN) ML algorithms on 35-dimensional ETF dataset • I undertook a causal study of ETF returns across 11 US sectors and 19 economic indicators across 3 buckets (leading, coincident, lagging) using linear and lasso regressions, CART and K-means algorithms. I then classified each of these ETFs into leading, coincident and lagging buckets • This was followed by derivation 165 combinations of efficient 3-ETF portfolios using the Critical Line Algorithm, and their comparison with 3-PC portfolio. I then studied the relationship between returns of the 165 portfolios and weight allocation to leading, coincident and lagging economic indicators • Created an image recognition algorithm which distinguishes cats from ‘non-cats’ • Implemented a two-class classification, 3-layered deep neural network for planar data classification using non-linear activations. Write forward and back propagation algorithms from scratch to fit the DNN’s parameters • Wrote code to apply L2 regularisation with dropout to a deep learning model that recommends positions to football players • Built a gradient checking algorithm to check for any errors in the implementation of a fraud detection deep neural network model • Apply optimisation algorithms like stochastic gradient descent, momentum, RMSProp and Adam to speed up convergence and improve optimisation of a deep neural network’s parameters BACKTESTING AND ANALYTICS • I am testing a variety of trading algorithms on multi-asset portfolios using Python libraries for data manipulation and ML like NumPy, Pandas, Sci-kit Learn etc. • I also run optimisation exercises using Python libraries like SciPy to find optimal levels of that algo's parameters • I then use the Dash framework in Python to build interactive analytics dashboards to display the algo's results for a customisable set of inputs and parameters SIMULATION AND CALIBRATION • Monte Carlo simulations for barrier options pricing, yield curve fitting (NSS) • Construction, testing and validation of a robust model to price a basket of 5 nth-to-default CDS FINANCIAL MODELLING • Equity research report on Associated British Foods (ABF) using Discounted Cash Flow (DCF) and residual income valuation • 3-statement (income statement, balance sheet, cash flow statement) financial modelling and projections for Chewy Inc. • Presentation deck pitching PropTech start-ups offering home ownership and senior housing solutions for millennials and the silver economy respectively • Strategic pitch analysing expansion opportunities across potential European cities for a real estate company offering co-living spaces --------------------------------- INDEPENDENT COURSEWORK (Please refer to the Certifications section) • 6-course Python for Everybody specialisation • SQL for Data Science • Introduction to Cloud Computing • Machine Learning • Neural Networks and Deep Learning • Improving Deep Neural Networks: Hyperparameter Tuning, Regularization and Optimization • Structuring Machine Learning Projects --------------------------------- DEGREED QUALIFICATIONS • MSc in Financial Engineering • Chartered Financial Analyst (passed 2 levels) • MSc in Management (Finance) • BA (Hons) Economics
    Featured Skill Chartered Financial Analyst (CFA)
    Algorithm Development
    Trading Automation
    Mathematics
    Forecasting
    Real Estate Financial Modeling
    Business Valuation
    Economics
    Chartered Financial Analyst
    Investment Research
    Quantitative Finance
    Machine Learning
    Data Science
    Statistics
    Microsoft Excel
    Python
  • $15 hourly
    CFA level 3 candidate with intermediate expertise in Microsoft Excel..can work with DCF models, Relative Valuation, SOTP model Have worked as a freelancer with Chegg as mathematics SME for a span of three years
    Featured Skill Chartered Financial Analyst (CFA)
    Mathematics Tutoring
    Chartered Financial Analyst
    Financial Analysis
  • $80 hourly
    Are you a startup looking to navigate the complex world of finance with confidence? Look no further! I am thrilled to offer my expertise in a wide range of financial services tailored specifically to meet your needs. My goal is to empower you with the financial insights and tools necessary to make informed decisions, secure investments, and drive sustainable growth. Whether you're in the early stages of fundraising or looking to optimize your financial strategy, I am committed to delivering accurate, actionable, and data-driven solutions that propel your startup towards success. # Financial Services Offerings: - Financial Modeling - Forecasting and Budgeting - Investor Presentation - Variance Analysis - MIS Reports - KPI Monitoring - Revenue Tracker - Board Deck Development - Valuation - Pitch Book Creation # Industries of Expertise: - SaaS - Fintech - Biotech - Health Tech - Consumer - Agriculture - Food & Beverages # Proven Success Stories: 1. Crafted a comprehensive financial model for a US-based supply chain SaaS startup, resulting in securing over $100 Million in funding from a strategic partner. 2. Prepared a strategic financial model for a US-based biotech firm specializing in complex immunological diseases, leading to undisclosed strategic investments from a top drug discovery and research leader. Let's embark on this financial journey together! Reach out, and let's discuss how I can contribute to your startup's financial prosperity. Your success across these diverse industries is my utmost priority!
    Featured Skill Chartered Financial Analyst (CFA)
    Microsoft Power BI
    Data Modeling
    Data Visualization
    Financial Management
    Chartered Financial Analyst
    Financial Analysis & Valuation
    Microsoft PowerPoint
    Budget Planning
    Financial Reporting
    Financial Planning
    Microsoft Excel
    Financial Analysis
    Company Valuation
    Forecasting
    Financial Modeling
  • $30 hourly
    ✔Chartered Financial Analyst ✔Master's in Economics ✔MBA from B school ✔6 years of academic knowledge ✔8 years of on job experience ✔Best rated Academic writer I'm an accomplished Economist and Chartered Financial Analyst with a six-year academic background in Economics and Corporate Finance, along with eight years of experience in tutoring and mentoring professionals and students. My teaching philosophy revolves around emphasizing core concepts and fundamental aspects, aiming to deliver high-quality sessions that enrich my clients' understanding. As the Director of 'Tutor for All,' I have extensive expertise in report writing and PowerPoint presentations, having evaluated countless student works. This experience enables me to pinpoint the crucial areas for assignments and reports, ensuring they reach their highest potential. Areas of Expertise: ⚡Economics: Microeconomics: Demand and Supply, Consumer Surplus, Elasticity, Cost of Production Theories, PPF, Revenue and Cost Analysis, Market Structures, and Pricing Processes. Advanced Microeconomics: Slutsky Theorem, Compensated Demand Curves, Revealed Preference Theory, Game Theories (Prisoner's Dilemma, Nash Equilibrium, etc.), General Equilibrium, and Pareto Optimality. Macroeconomics: National Income Computation, Inflation, Unemployment, Keynesian and Neo-Classical Macroeconomics, Business Cycle Theories, and more. International Economics: Comparative Advantage, Trade Barriers, Economic Integration, Exchange Rate Determination, and Balance of Payments. Environmental Economics: Valuation of Environment, Externality, Cost-Benefit Analysis, and more. ⚡Finance and Accounting: Corporate Finance Financial Accounting (Bookkeeping) Financial Management (Finance and Risk Management) International Financing Cost Accounting Audit and Attestation Management Accounting Why Choose Me: 📚 Educational Excellence: My extensive academic background ensures a deep understanding of economics and finance concepts. 💼 Real-World Relevance: With hands-on experience in corporate finance and accounting, I bring real-life scenarios to my tutoring. 🌟 Comprehensive Support: Whether it's tutoring sessions, coursework assistance, or report evaluations, I provide holistic support to help you excel. 📝 Academic Support: Apart from tutoring, I assist students and professionals in completing coursework, assignments, reports, and compelling PowerPoint presentations. My role as the director of 'Tutor for All' has equipped me with extensive experience in report writing and presentation design, allowing me to pinpoint key areas for assignment and report optimization. Let's Collaborate: Whether you're a student striving for academic excellence or a professional seeking to enhance your knowledge, I'm here to guide you through the intricacies of economics and finance. Let's embark on a journey of learning and achievement together. Contact me today to get started!
    Featured Skill Chartered Financial Analyst (CFA)
    Content Writing
    Business Management
    Report Writing
    Coursework Assignment
    Exam Preparation
    Corporate Finance
    Finance
    Chartered Financial Analyst
    Subject-Matter Expertise
    Tutoring
    Econometrics
    Microeconomics
    Economics
    Microsoft Excel
    Accounting
  • $25 hourly
    ✅ Chartered Financial Analyst (CFA) | Valuation Expert | Financial Modeling | Pitch Decks | M&A Advisory I’m a Chartered Financial Analyst (CFA) with 7+ years of experience in valuation, financial modeling, and investor reporting. I’ve led 100+ valuation projects across industries like SaaS, tech, e-commerce, manufacturing, logistics, and services. I regularly support PE/VC firms with fundraising, exits, and portfolio monitoring, and bring deep familiarity with key valuation and accounting standards: -SSVS No. 1, USPAP, ASC 820, ASC 350, IRC 409A, IFRS 13, PPA (US GAAP & IFRS) -Tools: Capital IQ, DealStats, IBISWorld, Kroll, PitchBook, BVR 🔧 Core Services ✔ Business Valuations 409A, estate/gift, M&A, litigation, SBA, tax—using DCF, market comps, and asset-based approaches ✔ Intangible Asset Valuations Trademarks, tech, customer lists—for PPA, tax, or transactions (e.g., Relief-from-Royalty, MEEM) ✔ ESOP Valuations Black-Scholes, Binomial, and Monte Carlo modeling for IRS compliance ✔ Financial Modeling 3-statement models, projections, sensitivity/scenario analysis ✔ Investor Materials Pitch decks, financial updates, KPI dashboards for VC/fundraising rounds ✔ Fractional CFO Support Cash flow, reporting, board decks, and budget planning ✔ Model Review & Data Screening Validation of model logic, pulling multiples and comps from trusted databases If you're looking for a responsive, detail-driven partner to support your valuation or finance project, I’d love to connect.
    Featured Skill Chartered Financial Analyst (CFA)
    Investment Banking
    Financial Analysis
    Chartered Financial Analyst
    Business Consulting
    Pitch Deck
    Finance & Accounting
    Financial Model
    Financial Analysis & Valuation
    Pitchbook
    Financial Projection
    Business Valuation
    Company Valuation
    Valuation
    Financial Modeling
  • $10 hourly
    I am a financial market analyst and actively track global markets and believe in value investing and fundamental analysis. I manage a small personal portfolio. I'm a voracious reader and read widely about stocks, markets and businesses
    Featured Skill Chartered Financial Analyst (CFA)
    Chartered Financial Analyst
    Financial Report
    Financial Model
    Financial Writing
    Risk Management
    Asset Management
    Financial Modeling
    Equity Research & Analysis
    Stock Market
    Company Valuation
    Market Analysis
    Financial Analysis & Valuation
    Equity Research
    Portfolio Management
  • $50 hourly
    My focus is to help businesses of all scales to grow in terms of revenue, market share and profitability. My expertise is also on Financial and Operational domains of the business. I can focus on streamlining the operations of the business by leveraging the emerging technologies and my operational expertise. I am highly skilled in breaking down the complex business problems, structuring it and recommending the best possible solution(s) for the required business problem(s). I am Detail-oriented and posses analytical mind-set with talent for qualitative and quantitative research, complex financial statements analysis, forecasting, forensic accounting, budget projections, Financial Asset Valuation (Derivatives, Bonds, Stocks), financial modelling and variance resolution. I can work on multiple domains such as Operations, Marketing, Human Resource, Finance and can also work across multiple industry as I posses comprehensive industry knowledge. For my previous employer, I have delivered 6 Million EUR worth of savings across transformational projects. Focusing on Cost Reduction, KPI Improvements, and Process Efficiency. I have completed my MBA from IIM Bangalore (Indian Institute of Management) which is #1 ranked MBA school in India (Global Rank: 46). On top of that, I am also a certified Lean Six Sigma Black Belt & CFA Level 1. I also hold a PMP (Project Management Professional) certification which demonstrate my project management skills.
    Featured Skill Chartered Financial Analyst (CFA)
    Microsoft Excel
    Business Consulting
    Financial Analysis & Valuation
    Analytical Presentation
    Financial Consulting
    Business Intelligence
    Financial Statements Preparation
    Financial Statement
    Chartered Financial Analyst
    Pricing Strategy Consulting
    Supply Chain & Logistics
    Strategic Planning
    Project Management
    Financial Analysis
    Business Analysis
  • $120 hourly
    Chartered Accountant with 12+ years of industry experience in Banking & MNC. Expertise in Credit and Risk Management Domain. Has Relevant Exposure in: Assessing the financial strength of Large and Mid-Corporates, Public Sector, Sovereigns, Government Related Entities, Fund Management Corporates and sanctioning/approval of the credit and advance. Overseas (EMEA and APAC) and Indian Clientele management, Financial Due Diligence, Credit Analysis, Appraisal & Underwriting, Risk Review & Monitoring, Assigning final Risk Ratings to the counterparties, Governance & Control, Process & Project Automation, Product Review, Keeping Audit Observation under Control with Regulatory Adherences and Policy Improvisation. Awards & Accolades Received award for Outstanding Contribution in Credit Decisioning. TR- Chaddha Prize, Institute of Chartered Accountants of India, New Delhi. (CA Final). Manish Gupta Memorial Prize, Institute of Chartered Accountants of India, New Delhi. (CA Final). Secured All India Highest Marks in Control Systems & Information paper of (CA- Final). Proficiency Certificate for All India Highest Marks (CA – Final). Certifications/Skills/Trainings Certification on Structured Finance (SF). Certification on Early Warning Signs Identification (EWS). Certification on Supply Chain Finance (SCF). Certification on Business Intelligence Tool (Using Power BI) . Certification on Foreign Exchange & Derivatives. Certification on Consortium Lending and Debt Restructuring. Certification on Market Risk Management – Liquidity Risk. Certification on Credit Assessment - CRISIL Ratings. Certification on Credit Risk & Credit Risk Measurement - CRISIL Ratings. Certification on Risk in Drafting Bank Policies and Processes. Enhanced skills on Operational Risk Management (ORM) & RCSA
    Featured Skill Chartered Financial Analyst (CFA)
    Financial Reporting
    Ratio Analysis
    Review
    Loan Processing
    Loan Approval
    Credit Counseling
    Credit Report
    Chartered Financial Analyst
    Government & Public Sector
    Corporate Finance
    Underwriting
    Risk Management
    Risk Assessment
    Risk Analysis
    Financial Analysis
  • $25 hourly
    Profile Summary * Qualified CA with over 4 years of rich experience; currently associated with FMCG Company as Financial Planning and Accounts Manager * Provided insight to financial decision-making process through analysis, financial projections, planning, budgeting and forecasting and reporting; brought in scalable financial control in operations * Resourceful in identifying opportunities to improve operating spend and allocating capital budget efficiently * Excellence in financial modeling, valuation analysis, ROI, monitoring cash flow and implementing systems/ procedures, conducting analysis and formulating key MIS reports * Played a key role as a Project Member in conversion of Non Valuated Material (by-product) to a Valuated Material generating a value of $5 Mn per annum * Possess excellent communication, relationship management, team building and analytical skills
    Featured Skill Chartered Financial Analyst (CFA)
    Chartered Financial Analyst
    Budgeting & Forecasting Software
    Financial Planning
    Financial Analysis
  • $35 hourly
    Financial Reporting: Prepare, analyze, and interpret financial statements in accordance with applicable accounting standards and regulations. Auditing: Conduct audits of financial statements to assess their accuracy, completeness, and compliance with regulatory requirements. Taxation: Provide tax planning, compliance, and advisory services to minimize tax liabilities and ensure compliance with tax laws and regulations. Financial Advisory: Offer strategic financial advice, including budgeting, forecasting, risk management, and investment analysis, to help clients achieve their financial goals. Compliance: Ensure compliance with relevant laws, regulations, and accounting standards, including International Financial Reporting Standards (IFRS) and Generally Accepted Accounting Principles (GAAP). Business Consulting: Advise clients on various financial and business matters, such as mergers and acquisitions, financial restructuring, internal controls, and corporate governance.
    Featured Skill Chartered Financial Analyst (CFA)
    Chartered Financial Analyst
  • $100 hourly
    PROFILE A multi-faceted professional with exposure in diversified fields of finance gained during the professional training and post qualification work experience; an avid learner and meticulous planner; a skilled communicator; showcased abilities to lead team to execute complex time bound task effectively.
    Featured Skill Chartered Financial Analyst (CFA)
    Finance
    Finance & Accounting
    Account Reconciliation
    Accounting
    Internal Control
    Internal Auditing
    Chartered Financial Analyst
  • $20 hourly
    While I am new to Upwork, I am a Chartered Accountant with more than 5+ years of experience and can be your one-stop shop solution for creating powerful financial models, pitch decks, business valuation, investor presentations and financial due diligence reports. 🏅5+ years of experience at Grant Thornton Deals & Strategies 🏅Chartered Accountant (US CPA equivalent) 🏅Worked on 100+ financial models and valuations, 75+ pitch decks and teasers and Quality of Earnings Analysis for multiple deals 🏅Partner at Vista Analytics, which provides the above mentioned transaction support services on a long term basis to consulting and valuation firms as well as startups. Please refer to my portfolio attached to get a sense of my work. Services Provided: ✅Investor Pitch Decks / CIMs: Designing engaging and visually compelling presentations for Fund Raising, Bank Financing, Seed / Angel Funding for Startups, M&A, LBO, etc. that clearly convey your business's value proposition and growth potential to potential investors. ✅Financial Modelling: Creating detailed and tailored financial models that forecast business performance for Fundraising, Project Finance, Corporate Restructuring, Operational Analysis, Investment Appraisal, Strategic Planning, LBO, Internal Budgeting, etc. ✅Business Valuations: Delivering precise and thorough Business Valuations using DCF, Comparable Company, Precedent Transaction, etc. Also, I can assist with purchase price allocation, 409A valuation , Valuation of intangibles, ESOP Valuation, litigation valuation, etc. ✅Industry Research: Providing in-depth industry analysis to inform strategic decisions and support business growth. ✅Quarterly/Monthly Investor Presentations: Preparing regular updates to keep investors informed about business performance and strategy. ✅Financial Due Diligence: Conducting comprehensive due diligence, including Quality of Earnings (QoE) and Proof of Cash analyses, to ensure financial integrity and accuracy.
    Featured Skill Chartered Financial Analyst (CFA)
    Marketing Presentation
    Private Equity
    Graphic Design
    Business Presentation
    Financial Analysis
    Forecasting
    Market Research
    Business Plan
    Pitch Deck
    Mergers & Acquisitions
    Chartered Financial Analyst
    Financial Modeling
    Investment Banking
    Business Valuation
    Management Consulting
  • $15 hourly
    𝐂𝐡𝐚𝐫𝐭𝐞𝐫𝐞𝐝 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 𝐚𝐧𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 𝐄𝐱𝐩𝐞𝐫𝐭, 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐢𝐧𝐠 𝐩𝐫𝐞𝐜𝐢𝐬𝐞 𝐚𝐧𝐚𝐥𝐲𝐬𝐢𝐬 𝐚𝐧𝐝 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐭𝐨 𝐝𝐫𝐢𝐯𝐞 𝐲𝐨𝐮𝐫 𝐬𝐮𝐜𝐜𝐞𝐬𝐬. Welcome to my profile! I’m 𝐒𝐰𝐚𝐩𝐧𝐢𝐥, a seasoned 𝐂𝐡𝐚𝐫𝐭𝐞𝐫𝐞𝐝 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 with nine years of extensive experience in financial analysis, tax planning, financial modeling, forecasting, and valuation. My commitment is to deliver high-quality solutions that help businesses of all sizes thrive. I specialize in providing tailored financial services, from accurate bookkeeping to comprehensive financial statement preparation, ensuring your financial processes are seamless, compliant, and insightful. My goal is to empower you with the insights needed to make informed decisions and achieve lasting success. I bring expertise in using various accounting software, including 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬, 𝐙𝐨𝐡𝐨 𝐁𝐨𝐨𝐤𝐬, 𝐗𝐞𝐫𝐨, 𝐚𝐧𝐝 𝐄𝐑𝐏-𝐛𝐚𝐬𝐞𝐝 𝐬𝐲𝐬𝐭𝐞𝐦𝐬. This proficiency allows me to provide efficient and precise accounting services tailored to your business needs. Additionally, I am highly skilled in custom financial modeling, leveraging the advanced capabilities of Excel and Google Sheets to create powerful, results-driven solutions. ⚜️ 𝐂𝐨𝐦𝐩𝐫𝐞𝐡𝐞𝐧𝐬𝐢𝐯𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬: 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 𝐚𝐧𝐝 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠: Comprehensive financial modeling, forecasting, valuation, and statement analysis. 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧: Accurate valuations using DCF, CCA, PTA, asset-based, income, market, and cost approaches. 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠: Financial statements (IAS/IFRS/GAAP), bookkeeping, and software expertise (Xero, QuickBooks, Odoo). 𝐁𝐮𝐝𝐠𝐞𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐅𝐨𝐫𝐞𝐜𝐚𝐬𝐭𝐢𝐧𝐠: Development of sales, production, and cash budgets, along with rolling forecasts and zero-based budgeting. 𝐂𝐨𝐬𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭: Detailed cost analysis, variance monitoring, and strategies to optimize performance. 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠: Strategic financial planning, effective cash flow management, and tax-saving solutions. 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐂𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞: Preparation of GAAP/IFRS financial reports and ensuring full regulatory compliance. 𝐈𝐧𝐭𝐞𝐫𝐧𝐚𝐥 𝐂𝐨𝐧𝐭𝐫𝐨𝐥𝐬 𝐚𝐧𝐝 𝐀𝐮𝐝𝐢𝐭 𝐒𝐮𝐩𝐩𝐨𝐫𝐭: Establishing robust internal controls and providing audit preparation services. 𝐃𝐚𝐭𝐚 𝐕𝐢𝐬𝐮𝐚𝐥𝐢𝐳𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝𝐬: Creating insightful dashboards and reports using Excel, Google Sheets, and BI tools for data-driven decision-making. 𝐓𝐚𝐱𝐚𝐭𝐢𝐨𝐧 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬: Assistance with tax filing, tax compliance, and optimization strategies for businesses. ⚜️ 𝐌𝐲 𝐒𝐤𝐢𝐥𝐥𝐬 & 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞: ▪ Professional Chartered Accountant ▪ Expert Financial Consultant ▪ Zoho Bookkeeping Specialist ▪ Certified QuickBooks Pro Advisor ▪ Certified QuickBooks Expert ▪ Certified Chartered Accountant ▪ Financial Accounts Manager ▪ Expert Financial Modeling ▪ Chartered Accountant & Bookkeeper ▪ Analyst and Valuation Expert ▪ Skilled XERO Advisor ▪ Fractional CFO ▪ Professional Tax Preparer ▪ Chartered Accountant & Business Advisor ▪ Accounting & Financial Planning Specialist ▪ Expert Cashflow Management ▪ Qualified Chartered Accountant & Bookkeeper ▪ Analysis & Bookkeeping Consultant ▪ Zoho Books Specialist ▪ Certified Accountant and Auditor ▪ Seasoned Bookkeeper ▪ QuickBooks Cleanup Expert ▪ Senior Finance Consultant ▪ QuickBooks Implementation Specialist ▪ QuickBooks Setup and Integration Expert ▪ Expert Accounting and Tax Analysis ▪ International Accountant and Bookkeeper Let’s work together to simplify your financial processes, optimize your resources, and unlock your business’s full potential with precision, professionalism, and tailored solutions. 𝐇𝐢𝐫𝐞 𝐦𝐞 𝐧𝐨𝐰! 𝐖𝐚𝐫𝐦 𝐑𝐞𝐠𝐚𝐫𝐝𝐬, 𝐒𝐰𝐚𝐩𝐧𝐢𝐥 📌 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: Professional Chartered Accountant, Expert Financial Consultant, Zoho Bookkeeping Specialist, Certified QuickBooks Pro Advisor, Certified QuickBooks Expert, Certified Chartered Accountant, Financial Accounts Manager, Expert Financial Modeling, Chartered Accountant & Bookkeeper, Analyst and Valuation Expert, Skilled XERO Advisor, Fractional CFO, Professional Tax Preparer, Chartered Accountant & Business Advisor, Accounting & Financial Planning Specialist, Expert Cashflow Management, Qualified Chartered Accountant & Bookkeeper, Analysis & Bookkeeping Consultant, Zoho Books Specialist, Certified Accountant and Auditor, Seasoned Bookkeeper, QuickBooks Cleanup Expert, Senior Finance Consultant, QuickBooks Implementation Specialist, QuickBooks Setup and Integration Expert, Expert Accounting and Tax Analysis, International Accountant and Bookkeeper, Integration Expert, QuickBooks Setup and Integration, QuickBooks Setup and integration, Expert Accounting and Tax Analysis, International Accountant and Bookkeeper.
    Featured Skill Chartered Financial Analyst (CFA)
    Xero
    QuickBooks Online
    Financial Accounting
    Financial Statement
    Tax Return
    Tax Preparation
    Balance Sheet
    Budget Management
    Financial Reporting
    Financial Analysis
    Financial Planning
    Accounting
    Bookkeeping
    Chartered Financial Analyst
    Financial Modeling
  • $100 hourly
    Iam a trader and I trade in India's markets .and I have experience in trading.......................
    Featured Skill Chartered Financial Analyst (CFA)
    Chartered Financial Analyst
    Technical Analysis
    Market Analysis
    Trading Strategy
    TradingView
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