Hire the Best Corporate Finance Analysts
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Hi, Carl here! A fantastic financial analyst who possessed deep interests in numbers and analysis. Just tell me everything about finance and my eyes will shine before the sunshine. A brief background on my work experience, I am currently working in Private Equity based in US and worked in various corporate finance roles such as capital fundraising, financial modeling, financial analysis and forecasting, pitchdecks, due diligence, and investment reports/presentations. With my experience in analysis of over 5,000+ properties and $1Bn+ managed funds in the real estate-tech industry, I am ready to take on new opportunities where I can offer my valuable expertise in the areas of finance, analytics, and visualization. I am currently looking for a full/part-time work with fixed hours per week/month. What I can offer you: - Financial Analysis - Financial Modeling - Excel data cleaning, manipulating, analysis, formatting, and visualization - Bookkeeping - Bank reconciliation - Streamline Excel process - Underwrite acquisitions and deals Industries I worked for: Multi-family residential real estate, self-storage, oil & gas, renewable energy, utilities, technology, education Tools I used: Excel, Google Sheets, Quickbooks Online (QBO), Yardi, Prorize, Stortrack, SiteLink/StorEdge So, what are you waiting for? Save your time and let me do the work for you. Rest assured that I will produce superb outputs and ideal results. Looking forward to working together in achieving superior returns. 😄

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, Strategic Finance

I’m a certified Excel and Google Sheets expert with a Master’s degree in Finance and nearly a decade of experience building custom spreadsheet solutions that make businesses run smoother. I specialize in designing tools that streamline operations and automate reporting — from scratch or by improving your existing files. 🔧 What I build regularly: ✅Inventory and order management systems ✅Data tracking and cleanup tools ✅Custom dashboards and reports ✅Budgeting, forecasting, and financial models ✅Automated workflows using formulas and/or code ✅Modular Spreadsheet architectures for scale I’m currently ranked #15 worldwide in Excel esports, a competition that pushes the limits of speed, logic, and formula creativity — so if you need precision and performance, I’ve got you covered. My background includes corporate roles at Aboitiz and Petron, where I handled high-stakes financial modeling and performance tracking across multiple business units. Whether you're a startup, growing business, or an enterprise needing clean, scalable spreadsheet solutions — I deliver fast, reliable results tailored to your needs. Let’s build something that works!

I specialize in helping businesses stay organized and data-informed through advanced financial modeling and high level executive assistance. I deliver accuracy and efficiency. Available for full-time remote work. 📌 Core Expertise 💰 Financial Operations: 5+ years of specialized experience in account reconciliation, accounts payable (AP), accounts receivable (AR), billing & invoicing, client statement of account (SOA) preparation, credit investigation (CLAF), debt control, credit policy compliance, corporate tax filing, and financial modeling. Proven track record of reducing bad debt and optimizing collection processes. 📊 Data Analysis & Visualization: Expert in Advanced Excel (VLOOKUP, pivot tables, complex formulas, dashboards) and Google Sheets. Skilled at transforming raw data into functional tracking tools and actionable business insights. 📅 Executive Administration & Support: Dedicated support for international clients; proficient in complex calendar scheduling, travel arrangements, high-volume inbox/email management, and general administrative assistance. ⚙️ Workflow Automation & Process Improvement: Leverage AI tools and productivity platforms to automate repetitive tasks, streamline workflows, and significantly boost team efficiency and productivity. 📈 Strategic Project & Business Management: Background in corporate finance; successfully transitioned to self-employed Virtual Assistant, managing multiple high-stakes remote projects simultaneously with strong organizational skills. 🏡 Real Estate Operations: Lead generation, targeted agent vetting, sales volume tracking, social media auditing, and platform management (Zillow, Realtor. com). 🛠️ Technical Expertise 💵 Finance & Data Tools: CargoWise One, QuickBooks Online, Advanced Excel, Google Sheets (formulas, dashboards, data visualization), financial modeling software. 💻 Project Management & CRM: ClickUp, Asana, Notion, Trello, CRM support. 🚀 Communication & Collaboration: Microsoft Teams, Slack, Outlook, Gmail, email management systems. 🎨 Productivity & Creative Software: Microsoft Office Suite (Word, PowerPoint), Google Workspace (Docs, Sheets, Slides, Calendar, Drive), Canva, AI automation tools, digital file management systems. Why Hire Me? Think of me as an Accounts Analyst with a VA’s versatility. I move beyond data entry to provide the "why" behind your numbers. Whether I’m streamlining your quarterly filings or managing a complex project, my mission is to make your business run smoother and your life easier. Looking for a reliable partner to handle your finance or admin needs? Let’s connect to discuss how I can support your business growth.

I bring over 17 years of experience across banking, mortgage lending, legal support, and real estate marketing. I have worked as a Mortgage Loan Officer, Loan Processor, Underwriter, Closing Manager, and Paralegal, supporting loan files from application through closing while ensuring compliance, accuracy, and a smooth client experience. I also have hands-on experience with Australian mortgage law, having worked with Bransgroves Lawyers, where I managed loan files, drafted legal documents, conducted title and company searches, handled PEXA workspaces, and liaised with brokers and lenders. Key strengths include: End-to-end loan processing and underwriting Legal file management and document drafting Client communication and follow-ups Compliance, credit evaluation, and serviceability checks Microsoft Office & Adobe Acrobat (advanced PDF handling) CRM, ActionStep, and PEXA support Real estate and mortgage marketing support I’m detail-oriented, reliable, and responsive, and I’m best suited for long-term roles where trust, consistency, and quality work matter.

I am enthusiastic, quick learner, and with good organizational skills. I can also work under pressure with minimal supervision and can work for extended hours. I graduated in Polytechnic University of the Philippines with a Bachelor's Degree in Banking and Finance. For almost four (4) years of working in a corporate/local company (Accenture, Inc.), I have relative experienced in Cash application process, Data entry, Bank reconciliation, Auditing and Reporting. I had been with organization observing Operational Excellence (Six Sigma) and optimizing business processes. I am proficient in using applications such as Oracle, Microsoft Great Plains, Salesforce, Microsoft Office and Google Docs, while I have basic knowledge with Wordpress. It was been a colorful time for me when I worked in the corporate company. I have been promoted twice, from Entry level, to Junior Analyst and became Senior Analyst/Junior Supervisor. I was a consistent employee of the month in my team. I was also awarded as an A-Lister, the highest recognition given to few selected employees all around the country.