CFA Charterholder with 18 years of experience building investment-grade financial models for PE funds, startups, deal teams, and renewable energy projects — delivering the models that help clients raise capital, close deals, and make faster decisions.
I work with founders, fund managers, investment teams, and CFOs who need financial models that are technically rigorous, easy to present to investors, and built to a professional standard. Whether you need a DCF valuation, an LBO acquisition model, a PE fund waterfall, a project finance model, or a full FP&A forecasting system — I build models that are clear, auditable, and client-ready.
WHAT I CAN BUILD FOR YOU
Financial Models: DCF, LBO, leveraged buyout, 3-statement integrated models, M&A transaction models, comparable company analysis, precedent transaction comps, sensitivity and scenario analysis.
Fund and PE Models: GP/LP waterfall distribution models, carried interest structures, PE fund models, NAV calculations, LP reporting, portfolio company valuation, fund feasibility studies.
Project Finance: Solar and renewable energy project finance models, DSCR and debt sizing models, infrastructure feasibility, PPA revenue models, debt structuring and sensitivity analysis.
Investor Materials: Investor pitch decks, Confidential Information Memoranda (CIMs), teasers, investment memos, IC presentations, data room preparation, lender presentations.
FP&A and CFO Support: Budgeting and forecasting, rolling cash flow models, startup runway models, KPI dashboards, board reporting packs, management accounts, variance analysis, unit economics, and pricing models.
WHY CLIENTS CHOOSE ME
I am a CFA Charterholder and CGMA (CIMA) with a background spanning private equity (co-founder of a special situations PE platform), investment banking-style deal work (M&A transactions averaging USD 20M+, including USD 100M+ deals), fractional CFO engagements, and large corporate finance roles including a USD 1.5B multinational group and a USD 50M IFC funding facility.
I have worked on both sides of the table — as a fund manager building models for investor committees, and as a company executive preparing materials for lenders and investors. That dual perspective means the models I build are structured the way sophisticated investors and lenders actually read them.
I work at a senior level but price competitively compared to US and UK finance professionals — giving clients access to institutional-quality deliverables at a fraction of the cost of an investment banking associate or a Big Four consultant.
HOW I WORK
Every engagement starts with a clear scope. I provide a model outline before starting, deliver in stages with commentary, and include a walkthrough call on completion. Models are built with clear structure, colour-coded inputs, and full documentation so you can run scenarios yourself after delivery.
Typical turnaround: 3 to 7 business days for most financial models; 1 to 2 weeks for complex multi-entity or fund models.
If you are raising capital, evaluating an acquisition, structuring a fund, or need a financial model that will stand up to investor scrutiny — send me a message and I will confirm scope and timeline within 24 hours.
Corporate Finance
Financial Modeling
Financial Analysis
Financial Projection
Business Valuation
Private Equity
Valuation
Due Diligence
Cash Flow Analysis
Project Finance
Microsoft Excel
Mergers & Acquisitions
Pitch Deck
Discounted Cash Flow
Startup Consulting
Matheesha A.
Colombo, Sri Lanka
$60/hr
5.0
28 jobs
✅ Highly Qualified Elite Business Management and Finance Professional Freelancer on Upwork with 🌟BBA, MBA (Merit) UWL, ACMA (UK), CGMA, ACIM (UK), CPA (AUS)🌟Elite Academic and Professional Accreditations🌟 and of course which means more than Guaranteed Satisfaction for your jobs from elite academic and professional bodies.
✅ I have worked with High Profile Clients through out my career including government officials and contributed for 🌟Gold Award Winning Annual Reports🌟 as well as Analytical Reports which were even presented to the 🌟Prime Minister🌟 when I was working as Management Accountant of First Ever Green University of South Asia.
✅I will provide my analytic and writing services in any management related areas.
- Strategy and Organization
- Corporate Development
- Marketing & Branding
- Management Accounting
- Corporate Finance
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- Organizational Management
- Sustainability
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✅ I am New on Upwork but will provide my best to satisfy your needs with intention to provide you 🌟More than Value for Money🌟.
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