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I have over 10 years’ experience in finance, operations and commercial within FMCG, Oil and Gas, Tech, Retail and Service industries. I have worked in various finance and operations roles which include CFO, COO, head of finance and operations, head of finance, financial controller, operations controller, cost controller and business analyst. Areas of expertise: ✅ Developing and executing finance and commercial strategies. ✅ Leading and managing finance and operations teams. ✅ Book keeping and financial reporting - in line with IFRS (IAS) and GAAP. ✅ Financial modelling - 3 statement model (Balance Sheet, Cashflow Statement, Income Statement) including sensitivity and scenario analysis. ✅ Financial planning and analysis. ✅ Cash flow and treasury management. ✅ Financial appraisal as well as determining appropriate debt or equity financing solutions. ✅ Setting up internal control systems for finance and accounting processes. ✅ Training facilitation - course content preparation and delivery. ✅ Consultation - via Google Meet or Microsoft Teams. Education and certifications: ~ Bachelor of Commerce (Finance) ~ Certified SAP financial accounting functional consultant ( SAP Academy) ~ Certified Public Accountant (CPA) - Advanced Level I have great financial modelling and data analysis skills which enable me to provide you with meaningful insights that aid in decision support. In addition, I am a start-up turnaround leader with experience in setting up structures and processes for new business ventures. I also posses strong fundraising skills for both equity and debt financing. Thank you for reviewing my profile. Lets discuss how I can add value to your business.

You don't need another spreadsheet. You need confidence in your numbers. I build financial models that support high-stakes business and investment decisions—whether you're valuing a company, evaluating an acquisition, forecasting future performance, or allocating capital. Over the past 8+ years, I have delivered 250+ financial models on Upwork and 900+ models overall for CFOs, investment firms, founders, and investors. My work has supported acquisitions, M&A transactions, valuation engagements, portfolio decisions, and strategic planning initiatives across private and public markets. ═══════════════════════════════════════════ WHAT I DO BEST ═══════════════════════════════════════════ Most clients come to me when they need financial modeling that can withstand scrutiny from investors, lenders, boards, and decision-makers. I turn complex financial data into structured, defensible analysis that supports confident decision-making. 💼 FINANCIAL MODELING & DCF VALUATION (CORE FOCUS) I build financial models used to evaluate investments, support transactions, assess business value, and guide capital allocation decisions. Services include: ➤ DCF Valuation Models ➤ Financial Modeling & Analysis ➤ Comparable Company Analysis (Trading Comps) ➤ Precedent Transaction Analysis ➤ Investment Analysis Frameworks ➤ Business Valuation Models ➤ Capital Allocation & Decision Support Models I also support investment research through structured analytical frameworks used to evaluate opportunities, assess performance, and validate assumptions before capital is deployed. Built for investment firms, corporate finance teams, founders, and investors making important financial decisions. 📊 FINANCIAL FORECASTING & FP&A I build dynamic forecasting models that help organizations plan, monitor performance, and make informed strategic decisions. Services include: ➤ Three-Statement Financial Models ➤ Financial Forecasting Models ➤ Budgeting & Planning Models ➤ Cash Flow Forecasting ➤ Scenario & Sensitivity Analysis ➤ KPI & Performance Reporting Frameworks Built for CFOs, finance teams, and business leaders who need reliable forecasts and board-ready reporting. 🏢 M&A & ACQUISITION ANALYSIS I support acquisitions and transaction-related decision-making through financial analysis and transaction modeling. Services include: ➤ Acquisition Modeling ➤ LBO Modeling ➤ M&A Financial Analysis ➤ Accretion/Dilution Analysis ➤ Due Diligence Support ➤ Transaction Scenario Analysis Built for private equity firms, corporate development teams, and investors evaluating acquisition opportunities. ═══════════════════════════════════════════ TOOLS & EXPERTISE ═══════════════════════════════════════════ Excel (Advanced) | Python | Power BI | Google Sheets Core Expertise: Financial Modeling | DCF Valuation | Financial Forecasting | FP&A | Three-Statement Modeling | Business Valuation | Investment Analysis | M&A Analysis | Acquisition Modeling | LBO Modeling | Scenario Analysis | Sensitivity Analysis | Cash Flow Modeling | Financial Analysis ═══════════════════════════════════════════ HOW I WORK ═══════════════════════════════════════════ 1. Understand your objectives, decision context, and key business drivers 2. Build a clean, structured, and fully dynamic financial model 3. Stress-test assumptions and validate outputs under multiple scenarios 4. Deliver work that is clear, defensible, and immediately usable Fast turnaround. Clear communication. Revisions included. ═══════════════════════════════════════════ TRACK RECORD ═══════════════════════════════════════════ ➮ 8+ years in financial modeling, valuation, and investment analysis ➮ 250+ financial models delivered on Upwork ➮ 900+ financial models and analyses completed overall ➮ Supported acquisitions, M&A transactions, valuation engagements, and forecasting initiatives ➮ Experience across Private Equity, Investment Research, SaaS, Manufacturing, Healthcare, Professional Services, and Real Estate ═══════════════════════════════════════════ LET'S TALK ABOUT YOUR PROJECT ═══════════════════════════════════════════ Whether you need a DCF valuation model, financial forecast, acquisition model, three-statement model, or investment analysis framework, I can help. Send me your objectives, timeline, and any existing materials, and I'll outline a clear approach, expected deliverables, and next steps.

Hello Potential Client, Thank you for taking the time to view my profile. I’m a results-driven Financial Accountant and Data Operations Analyst with 8 years of experience supporting finance and data functions for multinational companies, SaaS organizations, and fast-paced startups. I specialize in streamlining AP/AR, invoice processing, VAT tracking, reconciliations, and audit support, ensuring accuracy, compliance, and efficiency in every task. I handle accounts payable and receivable, prepare journal entries and reconciliations, and manage month-end, quarterly, and year-end close activities. My experience extends to employee reimbursements, vendor payments, and client billings, as well as cash flow management, forecasting, and regulatory compliance, including VAT, 401(k), and U.S. state sales tax filings. Within Data Operations, I’ve supported financial reporting and analytics by reconciling transaction data, validating system accuracy, and creating ad-hoc reports that transform complex financial information into actionable insights for decision-making. I’ve worked with global teams across EMEA, LATAM, and the U.S., using ERP systems such as SAP, NetSuite, QuickBooks, Xero, Acumatica, and Sage. Tools: 1. Data & Reporting: Excel, Google Sheets, Power BI, Tableau, SQL 2. Financial Operations: Coupa, Expensify, Concur, Bill.com, Stripe, Salesforce 3. Collaboration: Slack, Trello, ClickUp, Asana, Google Workspace, Microsoft Teams 4. Data Ops & Automation: Airtable, Monday.com, Notion, Zapier

I am a Certified Public Accountant (CPA) with over 15 years of hands-on accounting and bookkeeping experience across diverse industries. I hold a BCom (Accounting Option) and specialize in delivering accurate, compliant, and well-organized financial records that are CPA tax-filing ready. My goal is simple: clean books, reliable reports, and zero surprises at month-end or year-end. ________________________________________ 🔹 Core Accounting & Bookkeeping Services  Full-cycle bookkeeping (daily, monthly, and annual)  Month-end & year-end close with period locking  Financial statements (P&L, Balance Sheet, Cash Flow)  General Ledger review and cleanup  Chart of Accounts setup, restructuring, and optimization  Journal entries (accruals, adjustments, reclassifications)  Accounts Receivable: invoicing, collections, payment application  Accounts Payable: bill entry, vendor management, reconciliations  Bank, credit card, and loan reconciliations  Mortgage and loan accounting  Trust accounting  Class tracking for multi-branch and multi-location businesses (QBO)  Secure document management and e-filing via OneDrive or Google Drive  CPA-ready files for tax filing and audit support ________________________________________ 🔹 Industry Experience I have worked with businesses and organizations in:  Service-based businesses  Manufacturing  Real estate & property management  Construction  Non-governmental organizations (NGOs)  Education sector  Homecare & medical organizations  Law firms  Hospitality  E-commerce & online businesses ________________________________________ 🔹 Payment Platforms & Merchant Processing Experience I have extensive experience reconciling and accounting for transactions from:  F1 Systems  Humboldt  Paysafe  Priority  Quantum Pay  Cliq LLC  PayCosmos  Stripe ________________________________________ 🔹 Accounting Software Expertise Highly proficient in:  QuickBooks Online (QBO) & QuickBooks Desktop  Oracle NetSuite  SAGE  Buildium  AppFolio  Peachtree  Propertyware  Zoho Books ________________________________________ 🔹 Why Clients Choose Me  15+ years of real-world accounting experience  CPA-level accuracy and compliance  Detail-oriented with strong internal control practices  Clear communication and dependable turnaround times  Ability to handle complex, multi-entity, and multi-branch accounting  Trusted partner for long-term bookkeeping and reporting support