Former CPA and native English speaker with 20 years of corporate finance experience across global and national leaders, including Goldman Sachs, Marks & Spencer, and Tabcorp.
I partner with discerning financial service clients - including investment research houses, fintechs, and AP-syndicated publishers - who require more than just "content." I provide the strategic frameworks and technical rigor necessary for organisations that cannot afford to get the message wrong.
In a market saturated with generic, low-quality output, I bridge the gap between complex financial data and authoritative, on-brand messaging. My work focuses on three core pillars:
Strategic Advisory: Defining the message, audience, and technical calibration to ensure content drives commercial objectives.
Governance & Frameworks: Building toolkits, SOPs, and editorial standards that make high-quality, technically sound communication repeatable.
Technical Delivery: Producing high-stakes editorial and research-driven pieces where accuracy, judgment, and institutional voice are non-negotiable.
Whether you need to inform investors, support decision-makers, or build trust with a sophisticated audience, I help you get the message right before it goes out. If you are tired of burning time and effort rewriting poor-quality submissions or managing inconsistent narratives, I provide the professional, accurate delivery you need to move your pipeline forward without friction.
My goal is simple: providing institutional-grade clarity to quality clients.
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Formerly a finance manager and corporate business partner, I have expertise in leading financial planning, analysis, and commercial decision-making within complex organisations. I can guide your team through designing and implementing processes and controls to ensure strategic targets are delivered.
I specialise in partnering with technology business units and have extensive experience with the intricacies of accounting and finance matters relevant to IT departments.
Areas of expertise include capex and opex management, project partnering, business case development, finance training, policy development, and accounting for all things technology - including software development methodologies, digital transformations, Agile integration, and much more.
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PLEASE READ BEFORE SENDING INTERVIEW REQUESTS
Due to the volume of requests, I kindly ask that any interview requests or emails "reaching out to discuss" articulate as clearly as possible, the brief, a practical estimate of the amount of work required (words, hours, etc), and any necessary budget. Doing so will ensure that I can give your proposal the appropriate consideration.
Corporate Finance
CPA
Blog Writing
Project Finance
Managerial Finance
Management Accounting
Report Writing
Investment Research
Copywriting
Content Writing
Copy Editing
Financial Writing
Lahiru H.
Fortitude Valley, Australia
$55/hr
4.4
109 jobs
I help businesses make better financial decisions by combining financial modelling, data analytics, and business intelligence. Whether you need a dynamic financial model, budgeting and forecasting solution, investor-ready reporting, or executive dashboards, I build solutions that turn complex financial data into clear, actionable insights.
With a background in corporate finance, financial modelling, and business analytics, I bridge the gap between finance and technology helping businesses automate reporting, improve forecasting accuracy, and gain real-time visibility into performance.
Here's a quick snapshot of my experience:
• 10+ years of experience across Big 4, Moody's, Fitch Ratings, Corporate Banking, Corporate Finance, and M&A Advisory
• Built financial models for startups, SMEs, and corporate clients across multiple industries
• Extensive experience in FP&A, budgeting, forecasting, business valuation, and financial reporting
• Developed Power BI dashboards, KPI reporting systems, and executive management reports
• Automated financial reporting using Python, Power Query, SQL, and API integrations
• Helped 90+ businesses improve decision-making through financial analytics and data-driven insights
My core services include:
Financial Modelling
Three-Statement Financial Models
Budgeting & Forecasting
Cash Flow Forecasting
Business Valuation (DCF, Comparable Companies & Transactions)
Scenario & Sensitivity Analysis
Startup Financial Models
Investor & Board Reporting
FP&A Support
Data Analytics & Business Intelligence
Power BI Dashboard Development
Executive KPI Dashboards
Financial & Operational Analytics
SQL & Database Reporting
ETL & Data Transformation
Python Automation
API Integrations (Xero, QuickBooks, CRM, ERP & Custom Systems)
AI-Powered Financial Reporting
My process
Step 1: Discovery Call & Business Understanding
Step 2: Define Scope, Deliverables & Timeline
Step 3: Build the Financial Model, Dashboard or Analytics Solution
Step 4: Review, Testing & Refinements
Step 5: Final Delivery with Documentation & Ongoing Support
We will be a great fit if you're thinking:
✔️ "I need a robust financial model for investors, lenders, or internal planning."
✔️ "I need budgeting and forecasting that I can actually rely on."
✔️ "I want executive dashboards that track the KPIs that matter."
✔️ "Our reporting process is manual and takes too much time."
✔️ "I need help analysing business performance and making better financial decisions."
✔️ "I want to automate financial reporting and connect data from multiple systems."
✔️ "I need someone who understands both finance and technology."
I don't just build spreadsheets or dashboards. I build decision-support tools that help business owners, finance teams, and executives plan with confidence.
If you're looking for someone who combines strong financial expertise with modern analytics and automation, I'd be happy to discuss your project.
Warm regards,
Lahiru H.
P.S. Whether you need a financial model, Power BI dashboard, budgeting solution, business valuation, or automated reporting system, feel free to save my profile for future projects.
Corporate Finance
Python
Microsoft Power BI
Microsoft Power BI Data Visualization
Data Analytics
Business Intelligence
Data Visualization
ETL
API Integration
PostgreSQL
Xero
Financial Analysis & Valuation
Data Extraction
Automation
OpenAI API
Financial Modeling
Financial Analysis
Veliko D.
Brisbane, Australia
$10/hr
5.0
6 jobs
Are you in need of a highly skilled real estate financial modeler to assist you in assessing the value of a property, forecast its performance over a 10-year period, and calculate essential financial metrics? Look no further! I am an experienced financial analyst with a deep understanding of real estate valuation and modeling, and I'm here to help you make informed investment decisions.
What I Offer:
Property Valuation Using DCF: I will utilize the Discounted Cash Flow (DCF) method to determine the present value of your property based on its future income streams. This approach takes into account the property's expected cash flows, discounting them to their present value using an appropriate discount rate.
Income Capitalization Approach: I will implement the income capitalization approach to estimate the property's value by dividing its Net Operating Income (NOI) by an appropriate capitalization rate. This method is widely used in commercial real estate to assess property values.
Gross Rent Multiplier (GRM) Approach: For a quick and effective assessment, I will calculate the Gross Rent Multiplier to determine the property's value based on its rental income. This approach is particularly useful for residential real estate.
Cash Flow Analysis: I will calculate the Free Cash Flow to Equity (FCFE) and Free Cash Flow to Firm (FCFF) to provide you with insights into the property's cash flow potential. FCFE represents the cash available to property owners, while FCFF represents the cash available to all stakeholders, including debt holders.
Why Choose Me:
Expertise: With a strong background in financial modeling and real estate, I am well-equipped to handle complex financial analyses for your property investments.
Accuracy: I am committed to providing accurate and reliable valuation results, helping you make data-driven investment decisions.
Customization: I will tailor the model to your specific property and market conditions, ensuring that it reflects the unique aspects of your investment.
Timeliness: I understand the importance of timely results in the real estate industry. I will work diligently to meet your project deadlines.
Real Estate
Academic Editing
Academic Writing
Report Writing
Technical Writing
Financial Modeling
Forecasting
Discounted Cash Flow
Business Proposal Writing
Cover Letter Writing
Romano D.
Perth, Australia
$50/hr
5.0
3 jobs
I build the financial model that survives investor scrutiny. The one your equity partner, lender, or investment committee get comfort from.
Fifteen years in institutional finance and a hand in $5.4B of closed transactions taught me one thing: a raise lives or dies on whether the numbers hold up in the data room. That's the model I build for you: bank-grade rigor, delivered fast, without the bank-grade overhead.
What I build
• Investor-ready financial models: 3-statement, pro forma, DCF, LBO, project finance
• Equity waterfalls: GP/LP splits, preferred returns, catch-ups, promotes
• Debt sizing & covenant defense: DSCR, LVR, ICR, interest reserve, stress-tested to credit-committee standards
• Scenario & sensitivity analysis: the downside cases investors ask about before you do
• Model audits: a second set of institutional eyes on a model you already have
And when the model's done and you're ready to raise, I build the materials that go around it — investor decks, information memoranda, and full go-to-market financing packages. Most clients hire me for a model and stay for the whole raise.
Same discipline, any sector
My deepest roots are in real estate, from single-asset developments through to institutional portfolios and multi-billion-dollar transactions. Recent engagements:
• Padel & leisure club (Los Angeles)
• Lithium mining project (Argentina)
• Private equity fund (South America)
• Commercial property syndicators (Australia)
Institutional background (deals I contributed to during my banking career at J.P. Morgan & Macquarie):
• Boral - US$2.6B acquisition of Headwaters Inc.
• Charter Hall - A$350M institutional placement
• Qantas Airways - A$1.36B institutional placement
• Sydney Airport - A$1.4B senior secured facility
• Sonic Healthcare - A$540M acquisition of Aurora Diagnostics
How I work
You'll never wonder where I am. Regular updates, fast turnarounds, and a collaborative approach that treats your deal like my own.
If you need a sharp, investor-ready model or an honest second opinion on one you've already built, please send me a message and tell me about your raise.
Financial Model
Management Consulting
Analytical Presentation
Financial Analysis
Finance & Accounting
Financial Analysis & Valuation
Financial Modeling
Financial Consulting
Balance Sheet
Cash Flow Modeling
Cash Flow Analysis
Fundraising
Fundraising Presentation
Travis V.
Chatswood, Australia
$50/hr
4.3
11 jobs
Here is a revised version of your Upwork profile overview. It flips the hierarchy to put data science and advanced analytics front and center, while leveraging your CPA and FP&A background as a unique advantage in the FMCG and Financial Services spaces.
Profile Overview
A commercially-driven Data Scientist and Analyst with deep domain expertise in FMCG and Financial Services. By combining an advanced technical skillset—including Python, SQL, and statistical machine learning—with a rigorous foundation in corporate finance (CPA), I translate complex datasets into actionable strategic roadmaps for senior leadership.
I specialize in bridging the gap between highly technical data engineering and commercial strategy. Whether it involves developing predictive models, automating pipelines in cloud environments, or designing complex financial feasibility studies, I don't just build the models—I build the commercial narrative behind the data.
Core Competencies:
Advanced Analytics & Predictive Modeling: Utilizing Python, SQL, and machine learning techniques to build predictive models, optimize business operations, and uncover deep commercial insights.
FMCG & Financial Services Expertise: Applying specialized industry knowledge to solve complex, domain-specific challenges—from consumer behavior analysis and supply chain optimization to rigorous financial risk assessments.
Data-Driven Strategic Partnering: Acting as a vital bridge between technical data initiatives and C-suite executives, ensuring analytical outputs directly drive overarching business goals.
Business Intelligence & Cloud Automation: Designing scalable, automated reporting pipelines and interactive dashboards (Power BI, Tableau) to modernize data architecture and empower real-time decision-making.
Financial Planning & Analysis (FP&A): Grounded in CPA-qualified expertise, encompassing comprehensive 3-way financial modeling, variance analysis, and rigorous budgeting cycles.
Investment & Feasibility Analysis: Developing comprehensive financial models for capital allocation, IRR evaluation, and commercial scenario planning.
Let's connect to discuss how we can turn your complex data into a strategic commercial advantage.
Microsoft Power BI
Process Improvement
Financial Analysis
SQL
Dashboard
Data Analysis
Financial Modeling
James R.
Sydney, Australia
$50/hr
5.0
4 jobs
By choosing to work with me, you're partnering with someone who sits at the intersection of venture capital, AI, and data-driven decision making. I'm currently part of Tidal Ventures, working closely with founders and early-stage companies — evaluating technology, data infrastructure, and business models from both an investor and operator perspective. With over 5 years across venture capital, financial analysis, and software development, I bring a rare end-to-end view of how products are built, scaled, and evaluated.
My current focus is agentic AI — designing and deploying multi-agent systems, LLM-powered workflows, and AI automation that help businesses move faster and smarter. I don't just build things; I understand what investors look for, how AI agents fit into a product roadmap, and how technical decisions connect to real outcomes.
Core competencies:
- Agentic AI systems, multi-agent workflows, and LLM integration
- Venture capital, investment analysis, and startup evaluation
- Advanced Python, R, SQL, and Excel
- Data engineering, portfolio analytics, and quantitative modelling
- Business-first problem solving and systems thinking
Whether you're a founder exploring AI automation, a fund looking for sharper analytical infrastructure, or a business ready to deploy agents at scale — I focus on work that actually moves the needle. I'm easy to work with, highly communicative, and genuinely enjoy tackling problems at the edge of what AI can do today.
Corporate Finance
Finance
Python
SQL Programming
SQL
Databricks Platform
Econometrics
Data Science
Quantitative Finance
Economics
Microsoft Excel
Google Sheets
Portfolio Management
Asset Management
R
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