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Experienced financial writer and market analyst with a deep background in global markets, equities, and derivatives. My work draws on more than 10 years of experience as a professional options/volatility trader, along with more than 20 years trading equities. That background includes expertise in strategy development, automated execution, fundamental research, and risk management, allowing me to translate complex financial concepts into clear, actionable insights for a broad audience—from active day traders to longer-term investors.

Hello There, I am a freelancer with over 15 years of finance and accounting experience. I have served as CFO for several clients and have worked in private equity. I am a CFA charterholder based in Los Angeles. I can pick up tasks quickly and would love to work with you and your team. I have worked on projects involving the following: - Fractional CFO - M&A - Financial Modeling - Budgeting/Forecasting - Valuation - Real Estate Modeling - Research - VBA Automation Please let me know if you have any questions. Thank you! Thanks!

As a seasoned market research and financial analyst with over 8 years of experience, I have a proven track record of helping companies make data-driven decisions to enhance their services and improve overall performance. My MBA degree in Finance and Entrepreneurship equiped me with a strong financial perspective, making my contributions to business decision-making even more valuable. My expertise extends beyond market research, as I also offer financial consulting services, including financial reporting, budgeting, and valuation, to start-up companies and individuals. I am deeply passionate about working with numbers, enabling me to guide clients in making rational and strategic business decisions. My academic and professional experiences have also honed my writing skills, allowing me to produce clean, concise, and attractive market and finance-related reports that are easy to comprehend and act upon. With a perfect Job Success rate of 100%, I am committed to fostering long-term relationships with my clients by consistently delivering superior quality work. My dedication to imparting knowledge has led me to serve as a Graduate Teaching Assistant for Finance, Accounting, and Economics courses, showcasing my ability to communicate complex concepts effectively. If you are seeking a proficient and reliable market research and financial analyst who can help you make data-driven decisions and optimize your business operations, I am here to offer my expertise and contribute to your success. Let's work together to achieve your goals! I actively use platforms such as: Capital IQ, Bloomberg, Morningstar, Statista, IBISWorld, LexisNexis, Euromonitor Passport, Minitel Keywords: Financial Analysis, Market Research, Market Analyst, Financial Analyst, Statistics, Excel, Accounting, Capital IQ, Thomson One, Mergent, First Research, Financial Analyst, DCF, Valuation, Tutor, Accounting, Economics, Exam, Finance Reports

Seasoned finance professional, Duke MBA with over ten years of proven experience in Investment Banking, Private Equity, Big 4, and other financial services. I bring deep expertise in financial modeling, business valuation, and financial planning & analysis.

I am a buy-side private equity principal with 40+ years closing transactions — not advising on them from the sidelines. I have deployed over $2 billion across middle market buyouts, growth equity, infrastructure financings, and fund formations across 11 countries, and have served as acting CFO/Chief Investment Officer on multiple occasions when companies needed senior financial leadership in a crisis or at a critical inflection point. Also a vetted member of the Toptal expert network — ranked #1 Most Reliable Professional Services Company in America by Newsweek 2026, ahead of Accenture, Deloitte, and Cognizant. What I offer Upwork clients is the perspective of someone who has been on the other side of every transaction. I know what institutional investors, family offices, and PE acquirers scrutinize in a data room. I know how to structure a capital stack that closes. I know what a business needs to look like before it can raise growth capital or sell at a premium valuation. That buy-side judgment is what separates my work from traditional fractional CFO advisory. Core capabilities: • M&A deal execution — sourcing, diligence, structuring, and closing • Investor readiness — financial storytelling, pitch preparation, valuation logic • Capital structuring — LBO modeling, debt/equity stack design, term sheet review • Interim CFO/CIO — turnaround, recapitalization, governance infrastructure • Fund formation — PE, fund-of-funds, family office investment platform buildout • Board advisory — 30+ board seats across North America, Latin America, and Asia Recent engagements include leading a ~$500M EV independent sponsor acquisition from LOI through definitive documents, recapitalizing an impact investment firm after a $50M seed withdrawal, and structuring a 700 MW LNG-to-power project financing across New York, Shanghai, and Beijing. As a founding partner and Chief Investment Officer, I have built and led multiple investment firms, cultivating global networks to source high-quality opportunities. I offer a strategic approach to portfolio management, guiding companies through growth phases and successful exits. If you need a seasoned professional to drive your investment strategy and maximize returns, let’s discuss how I can add value to your organization. Based in New York. Available for fractional, project-based, and interim engagements. Note: I do not accept success-fee-only engagements. All advisory work is compensated on an hourly or monthly retainer basis. I am happy to discuss a blended structure with a retainer plus a modest success component, but pure contingency arrangements are not something I take on.

I bring Fortune 150 financial discipline to startups and non-profits. Specializing in investment-grade modeling, cash flow management, and fractional CFO services. 10+ year professional career includes Finance Manager work at fortune 150, dozens of early-stage start-ups and non-profits. BS (Indiana University) and MS (University of Notre Dame) in Finance.