Hire the Best Corporate Finance Analysts

💡 Financial models and dashboards that your team will actually use I'm Majid, Lead Consultant at Innopher - a financial planning consultancy with 15 years of experience across financial modeling, FP&A, and enterprise planning platforms. On Upwork we take on focused projects - Excel models, Power BI dashboards, Google Sheets automation, and financial forecasts. Behind every project is a team: solution architects and model builders who've worked on implementations for aviation, medical devices, manufacturing, SaaS and energy companies. You get the output of a consultancy at the pace of a freelancer. What we typically deliver: 3-statement models and DCF valuations for fundraising. Driver-based FP&A models and rolling forecasts. Power BI dashboards connected to NetSuite, Salesforce or QuickBooks. Google Sheets automation for teams that live in Google Workspace. And for larger planning needs, full Anaplan, Abacum or Pigment implementations. If the person using it can't make a decision from it quickly, it's not finished. 🏆 100% Job Success | Top Rated | 5.0 across all reviews 🏆 Clients across aviation, energy, SaaS, medical devices and manufacturing 🏆 Projects from startup budgets to enterprise planning transformations Send a message and I'll tell you honestly if we're the right fit.

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!

Hello, Dhawaj is a certified Financial Modeling and Valuation Analyst (FMVA®) and MBA (Finance) with over 4 years of specialized experience in business valuations, financial modeling, analysis, including my tenure at a one of top accounting firms, i.e. BDO USA P.C. I’ve worked majorly on valuing early stage private companies across a variety of industries (Healthcare, Information Technology, and more), to deliver high-quality, insight-driven financial analyses for tax and financial reporting purposes. 🎯 Why Choose Me? ⭐ TOP Rated Badge | 100% Job Success = Proven reliability 📊 MBA (Finance) & FMVA® = Precision in financial/business content 📖 Pursuing FP&A™ by CFI - Upskilling, learning continuously 🌐 Fluent English = Clear, high-quality communication 🤝 Client’s Person = Always available to address questions, provide updates, and ensure smooth collaboration throughout the project, multiple 5 Star feedbacks. ⏱️ On-time Delivery = Respect for deadlines without compromise on quality 🔍 My core strengths include: ✅ Preparing Investor grade and defensible Start-Up | Real Estate | SaaS company valuations, ✅ Building robust Three-Statement Financial Models: Profit and Loss (P&L), Balance Sheet (BS), Cash Flow Statement (CFS), Sensitivity & Scenario analysis; ✅ Revenue Modeling, Cost Modeling, Operational Modeling, Cash flow Modeling and 3 Year or 5 Year Monthly or Annual Financial Projections / Forecasts for your Business; ✅ Conducting business valuations using Discounted Cash Flow (DCF), Comparable Company Analysis, M&A Deals / Precedent Transactions, Market Multiples, Weighted Average Cost of Capital (WACC) and more; ✅ Experience in performing IRC 409A and ASC 820 valuations, strong grasp of waterfall modeling, Black-Scholes Option Pricing Model, & OPM Back-solve; ✅ Hands-on with S&P Capital IQ for extracting Historical Stock Price Data, Company Data, Financials and transaction research for M&A advisory, and due diligence support, Comps & Deals; Trading Comps & Precedent Transactions Multiples, PE/VC Search; ✅ Personal finance tracking models for individuals and small business owners; ✅ Capital budgeting expertise, including NPV, IRR, Payback Period, and sensitivity analysis for investment decision-making; ✅ Creating Cap / Capitalization tables, and pro forma statements; ✅ Performing Quality Checks (QCs) to your financial models and reports for a detailed review / add-on perspective; ✅ Design and create visually compelling pitch decks and presentations tailored for companies, investors, or multi-purpose business needs, using both PowerPoint and Canva. 💬 Let’s connect and explore how I can bring value to your next finance project. Thanks, Dhawaj Bansal, MBA, FMVA®

Hello! I am a CFA Charterholder and highly experienced former investment banker with 14 years of track record in finance, specializing in financial modeling, financial management, project finance and debt capital markets. Throughout my career, I have advised C-suite executives on key issues, including debt/equity fundraising, mergers & acquisitions, deal structuring and loan underwriting, financial management and investor relationship, etc. My primary sector expertise includes Retail, Real Estate, Renewable Energy, SaaS, and Manufacturing. Prior to consulting on Upwork, I served as a VP at a top investment bank in my country and as an Associate Banker covering renewable energy project finance loans at the European Bank for Reconstruction and Development (EBRD). I started my career as a financial auditor at KPMG. Detailed breakdown of my services: ➡️ CFO Services: FP&A (budgeting, KPI dashboards, unit economics); Cash Flow Optimization (liquidity forecasting, burn rate management), and Financial Strategy (growth plans, capital allocation, and scenario testing). ➡️ Real Estate: Financial models for the acquisition, development, and construction of multifamily, commercial, and mixed-use projects. These models support both equity investment decisions and debt underwriting. ➡️ Project Finance: Complex modeling for the construction, financing, and operation of renewable energy projects (Solar, Wind, BESS, and Hydro). Models include multiple operating and financing scenarios to support fundraising. ➡️ Company Valuation: Accurate estimation of enterprise and equity values using various methods, including Discounted Cash Flow (DCF), publicly traded comparables, and precedent transactions. ➡️ Private Equity: Leveraged Buyout (LBO) models used by PE firms to evaluate acquisitions, or by sell-side management teams to estimate the maximum price a PE firm would be willing to pay. ➡️ M&A Analysis: Modeling for M&A transaction evaluation. This includes consolidating financial statements, analyzing capital structure scenarios, and performing accretion/dilution analysis. You can find examples of my work in the portfolio section below.

Struggling to make sense of complex financial data for strategic decisions? My name is Wilfredo, a CFA Level II passer with 𝟕+ 𝐲𝐞𝐚𝐫𝐬 in hedge fund research and M&A advisory, delivering actionable insights and robust financial models that drive growth and informed investments. 📈 𝐇𝐎𝐖 𝐈 𝐂𝐀𝐍 𝐇𝐄𝐋𝐏 𝐘𝐎𝐔 📊 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 Build custom financial models for investment evaluation, capital raising, and strategic planning. 📉 𝐌&𝐀 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 Assist with due diligence, deal modeling, and buy/sell-side transaction analysis. 📈 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 & 𝐄𝐪𝐮𝐢𝐭𝐲 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 Deliver comprehensive investment analysis and performance reviews across asset classes. 📊 𝐃𝐲𝐧𝐚𝐦𝐢𝐜 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝 𝐂𝐫𝐞𝐚𝐭𝐢𝐨𝐧 Design interactive dashboards using Excel, Power BI, or Tableau to monitor KPIs and business performance. 💰 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 Prepare clear, investor-ready pitch decks, reports, and fundraising documents. ============================================================================ 🌟 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 𝗦𝗔𝗬 🌟 ❝Wilfredo was a pleasure to work with. He was very diligent and responsive. I was impressed that Wilfredo came up with solutions and cool ideas to implement to the project. I would use Wilfredo again for future projects.❞ – William E. ❝Jun — you’ve done an excellent job on our specialized Excel projects. Your skills are clearly expert-level: you work quickly, build clean and reliable models, and consistently deliver exactly what’s needed. Communication has been regular and proactive throughout, with clear updates and thoughtful questions when requirements needed tightening. Most importantly, you complete work on time and to a high standard. I’d gladly hire you again and recommend you to anyone needing advanced Excel support.❝ - Chris D. ❝Wilfredo worked quickly and communicated well. He was able to review a financial model and make some helpful updates and comments.❞ – Lauren R. ❝Wilfredo is very smart and works quickly. The work was done perfectly and he made several adjustments that I asked for during the process. I definitely recommend him.❞ – Fahid Mustafa E. 🏆 Top Rated Plus Freelancer on Upwork 🎖 Chartered Financial Analyst Level II Passer 🎖 Financial Modelling and Valuation Analyst (FMVA) ============================================================================ 📊 𝗟𝗘𝗧'𝗦 𝗧𝗔𝗟𝗞 𝗙𝗜𝗡𝗔𝗡𝗖𝗘 Need expert financial analysis or a custom model to drive your business decisions? 𝗠𝗲𝘀𝘀𝗮𝗴𝗲 𝗺𝗲 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝘁𝗼𝗱𝗮𝘆 and let's unlock your financial potential together. I typically respond within 6 hours and am ready to support your project needs. 💼 𝐓𝐎𝐎𝐋𝐒 & 𝐓𝐄𝐂𝐇𝐍𝐎𝐋𝐎𝐆𝐘 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 • Excel (Advanced Financial Modeling) • Financial Modeling and Valuation Analyst (FMVA) • Equity Valuation Models 𝐃𝐚𝐭𝐚 𝐕𝐢𝐬𝐮𝐚𝐥𝐢𝐳𝐚𝐭𝐢𝐨𝐧 & 𝐁𝐈 𝐓𝐨𝐨𝐥𝐬 • Power BI • Tableau 𝐃𝐚𝐭𝐚𝐛𝐚𝐬𝐞𝐬 & 𝐐𝐮𝐞𝐫𝐲𝐢𝐧𝐠 • SQL 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐓𝐨𝐨𝐥𝐬 • Hedge Fund Research Platforms • Investment Banking Tools 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 & 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 • Chartered Financial Analyst (CFA) Level II Passer • Financial Modelling and Valuation Analyst 𝐒𝐨𝐟𝐭 𝐒𝐤𝐢𝐥𝐥𝐬 & 𝐌𝐞𝐭𝐡𝐨𝐝𝐨𝐥𝐨𝐠𝐢𝐞𝐬 • M&A Advisory Support • Due Diligence • Deal Execution • Investment Analysis • Scenario & Cost Optimization Analysis FP&A, Financial Modeling, Financial Analyst, Budgeting, Forecasting, Valuation, DCF, M&A, Investment Analysis, Due Diligence, Excel Expert, Power BI, KPI Dashboard, Cash Flow Forecasting

I help startups, SMEs, finance teams, and business owners convert raw financial and operational data into clear dashboards, forecasts, and decision-ready reports. With 14+ years of experience in treasury, corporate finance, banking, digital financial services, financial reporting, cash flow analysis, and business analytics, I bring more than technical dashboard skills. I understand what management, investors, and finance teams actually need to see before making decisions. My core services include: • Power BI dashboards • Tableau dashboards • Excel and Google Sheets dashboards • Cash flow forecasting • Budgeting and variance analysis • Financial modeling and projections • Business performance reporting • KPI and MIS reporting • Banking, fintech, and treasury analysis • Data cleaning, analysis, and visualization I have worked on finance, banking, treasury, liquidity, investment, operational, and business performance analysis, and I also teach business and finance students, which helps me explain complex numbers in a simple and practical way. My goal is simple: to help you understand your numbers, identify what is improving or declining, and make better business decisions with confidence. Tools I work with: Power BI, Tableau, Microsoft Excel, Google Sheets, Python, PowerPoint, and financial reporting templates. Let’s turn your data into a clear business story.