I’m a finance professional with over 4 years of experience across both corporate and public finance sectors, holding a BCom in Accounting and a second degree BCom Honours in Taxation. I’ve worked with institutions like Parliament of South Africa and in investment administration, gaining hands-on expertise in financial reporting, fund accounting, budgeting, and ERP systems like Oracle and PFS-PAXUS.
What sets me apart is how quickly I adapt to new tools and client needs. Even in high-pressure environments, I’m known for delivering accurate, well-organized work on time. Whether it’s reconciling accounts, preparing GRAP/GAAP-aligned reports, building financial models, or supporting internal finance processes, I approach every task with quality, precision, and a deep respect for your deadlines.
If you need someone who can hit the ground running with minimal hand-holding—and is fully committed to delivering excellent results—I’d love to connect.
Let’s work together to make your financial processes simpler, cleaner, and more effective.
Tax Theory
Financial Analysis
Corporate Tax
Tax Law Compliance
Taxation
Finance & Accounting
Bookkeeping
Light Bookkeeping
Small Business Administration
Financial Modeling
Ratio Analysis
Startup Consulting
Market Research
Nic R.
Cape Town, South Africa
$60/hr
5.0
7 jobs
I've spent over a decade as a finance executive and advisor helping founders, investors, and boards prepare for raises, close transactions, and make better decisions. I've done this across 50+ engagements as a partner at a multinational advisory firm, as a CFO at two VC-backed companies, and as a director on multiple boards. I hold a CFA charter and an MBA from INSEAD.
I raised a $2m seed round from Kleiner Perkins for Vylo, where I built the model and deck from scratch. I led the $75m initial capitalisation of iflix, a regional streaming platform backed by family offices and PE. I supported the carve-out and listing of EcoCash, a fintech with a market cap of $500m. I structured and led the sale of an FMCG firm at 67x EBITDA after turning it from loss to profit. Most recently, I was the commercial advisor on the $500m secondary sale of a global services company, driving all finance workstreams including investor materials and positioning.
I build financial models, pitch decks, investor presentations, cap tables, valuations, and due diligence reports. I work in Excel, Powerpoint, Google Sheets, Quickbooks, Xero, and Carta, and I'm comfortable across three-statement models, DCFs, LBOs, waterfall analyses, and scenario planning.
If you need senior finance thinking with hands-on execution, I'd welcome the chance to connect.
Financial Analysis
Business Plan
Mergers & Acquisitions
Business Analysis
Cash Flow Modeling
Corporate Strategy
Due Diligence
Financial Projection
Financial Modeling
Valuation
Pitch Deck
Financial Reporting
Private Equity
Company Valuation
Forecasting
Financial Planning
Equity Research
Investment Banking
Fundraising
Pitchbook
Lee B.
Cape Town, South Africa
$35/hr
4.2
23 jobs
I am an experienced accounting and finance professional with an extensive CFO background who, being detail orientated, can compile financial accounts from source for review and analysis as well as extract, present and analyze financial and operational information so that informed decisions can be made. My expertise is as follows:
- Financial accounting using SAP Business One, Xero, Sage Pastel and Quickbooks
- Detailed historical account cleanups and reconciliations
- Financial reporting
- Budgets and forecasts including cashflow
- Financial modelling
- Financial analysis
- Business analysis including implementation of business processes
- Data visualization, analysis and presentation
- Excel advanced
- SQL and Python for data extraction, visualization and analysis
Finance & Accounting
Management Consulting
Business Analysis
Data Analytics
Financial Modeling
Financial Management
Forensic Accounting
Cash Flow Analysis
Business Planning & Strategy
Due Diligence
Business Coaching
Management Information System
Internal Control
Taxation
Ernest L.
Cape Town, South Africa
$30/hr
5.0
3 jobs
With over 5 years of hands-on experience, I specialize in financial accounting, comprehensive tax compliance, and payroll management for both individual and corporate clients. I am a registered Tax Practitioner with the South African Institute of Tax Professionals (SAIT) and SARS, dedicated to streamlining financial operations and ensuring total regulatory compliance.
Core Competencies:
Financial & Tax Accounting: Full-cycle accounting, financial reporting, and strict adherence to SARS regulations.
Complex Problem Solving: Resolving high-stakes client issues with meticulous accuracy and efficiency.
Payroll Management: End-to-end payroll processing and structuring.
Team Leadership: Mentoring junior staff to foster collaborative, high-performing environments.
Currently advancing my professional accounting qualifications, I am looking to partner with dynamic organizations that need dependable, strategic financial oversight. If you need a results-oriented professional who can secure your bottom line and build long-term trust, let's discuss how I can support your goals.
Accounting
Bookkeeping
Management Consulting
Account Management
Cost Analysis
Accounting Advisory
Excel Formula
Xero
Sage
Payroll Accounting
Payroll Reconciliation
Tax Preparation
Tax Strategy
Devin T.
Cape Town, South Africa
$100/hr
5.0
306 jobs
I help founders and finance teams raise capital with investor ready financial models, valuations, and pitch decks.
I run Top Tier Advisory and work with companies at high stakes moments: preparing for a raise, tightening the story before investor meetings, building a board ready forecast, or getting through diligence without surprises. The focus is always practical: clear assumptions, clean outputs, and a narrative that investors can understand in minutes.
Track record on Upwork: $500k+ earned, 270+ projects, and 3,000+ hours delivered. Across all clients, we have supported 500+ companies in 50+ countries. Most work is seed to Series A, plus growth stage raises, strategic partnerships, and acquisition prep.
What I deliver
Financial modeling in Microsoft Excel: 3 statement models, cash flow forecasting, runway planning, scenario analysis, unit economics, KPI dashboards
Financial projections: 24 month monthly forecast plus 3 to 5 year view, built for investor review
Valuation support: DCF and market based logic where appropriate, fundraising and transaction framing
Pitch decks: story, structure, copy, and clean design that fits VC, HNWI, family offices, and strategic investors
Diligence support: assumptions documentation, model checks, investor Q&A support, data room ready outputs
How I work
Start with a short call to define the investor audience, the raise goal, and the decisions the model or deck must support
Build a driver based model that ties out and is easy to update
Translate the numbers into simple slides and exhibits that match investor psychology
Deliver with a walkthrough so you can present with confidence
Best fit
Founders preparing for a capital raise who need the model and deck to match the real story
Teams that need investor grade financial projections and reporting that can survive diligence
Companies that want CFO level thinking, without hiring full time
If you only need polished slides, I may not be the right fit. If you need clear thinking, credible numbers, and fundraising materials built for real investor conversations, I can help.
Financial Modeling, Financial Modelling, Financial Analysis, Financial Projections, Forecasting, Financial Planning, FP&A, Cash Flow Forecasting, Runway Planning, Budgeting, Scenario Analysis, Sensitivity Analysis, Unit Economics, KPI Dashboard, Board Reporting, Investor Reporting
Fundraising / capital raise keywords
Pitch Deck, Investor Pitch Deck, Pitch Deck Design, Pitch Deck Writer, Fundraising Deck, Investor Presentation, Investment Memo, One Pager, Teaser Deck, VC Pitch Deck, Seed Deck, Series A Deck, Series B Deck, HNWI Pitch Deck, Family Office Pitch Deck, Capital Raise, Investor Storytelling, Go-To-Market Strategy, Market Sizing (TAM/SAM/SOM)
Valuation / corporate finance / deals keywords
Company Valuation, Valuation, DCF Valuation, Comparable Company Analysis, Precedent Transactions, Corporate Finance, M&A, Buy-Side M&A, Sell-Side M&A, Due Diligence, Financial Due Diligence, Quality of Earnings (QoE), Working Capital Analysis, Net Debt, Pro Forma Statement, Pro Forma Financial Statements, Data Room Support
Tools / formats keywords
Microsoft Excel, Google Sheets, PowerPoint, Google Slides, Keynote, Data Visualization, Financial Reporting, Management Reporting, Pro Forma Model
If you want, tell me the exact Upwork specialty you’re optimising (Pitch Decks vs Financial Modeling vs Business Analysis) and I’ll reorder these in the best sequence for scanner weighting.
Financial Modeling, Financial Modelling, Financial Analysis, Financial Projections, Forecasting, Financial Planning, FP&A, Cash Flow Forecasting, Runway Planning, Budgeting, Scenario Analysis, Sensitivity Analysis, Unit Economics, KPI Dashboard, Board Reporting, Investor Reporting
Fundraising / capital raise keywords
Pitch Deck, Investor Pitch Deck, Pitch Deck Design, Pitch Deck Writer, Fundraising Deck, Investor Presentation, Investment Memo, One Pager, Teaser Deck, VC Pitch Deck, Seed Deck, Series A Deck, Series B Deck, HNWI Pitch Deck, Family Office Pitch Deck, Capital Raise, Investor Storytelling, Go-To-Market Strategy, Market Sizing (TAM/SAM/SOM)
Valuation / corporate finance / deals keywords
Company Valuation, Valuation, DCF Valuation, Comparable Company Analysis, Precedent Transactions, Corporate Finance, M&A, Buy-Side M&A, Sell-Side M&A, Due Diligence, Financial Due Diligence, Quality of Earnings (QoE), Working Capital Analysis, Net Debt, Pro Forma Statement, Pro Forma Financial Statements, Data Room Support
Tools / formats keywords
Microsoft Excel, Google Sheets, PowerPoint, Google Slides, Keynote, Data Visualization, Financial Reporting, Management Reporting, Pro Forma Model
If you want, tell me the exact Upwork specialty you’re optimising (Pitch Decks vs Financial Modeling vs Business Analysis) and I’ll reorder these in the best sequence for scanner weighting.
Financial Analysis
Business Plan
Mergers & Acquisitions
Financial Projection
Financial Modeling
Valuation
Business Valuation
Corporate Finance
Business Coaching
SaaS
Startup Company
Startup Consulting
Fundraising
Pitch Deck
Real Estate
Investment Banking
Vivienne Ann S.
Cape Town, South Africa
$30/hr
5.0
4 jobs
My husband retired at 60 and I decided to join him at home so we could spend more time together. We are now married for 43 years and both of us had to work raising kids, who now are married with families of their own - so we are empty nesters!
I love travelling, have done a bit and try to fit some in every year, be it local or international - though Covid-19 has put a damper on it somewhat. Planning the next international trip for early 2024.
I am a retired accountant looking to supplement my income and to pass the time when not busy watching TV or crocheting. Reading is also a passion and I can spend quite some time on the internet and love YouTube videos.
I have all the time in the world, dedication and willingness to complete any task allocated to me. Any project I do, will be done with great pride and accuracy.
Intuit QuickBooks
Microsoft Excel
Accounting
Bank Reconciliation
Company Registration
Virtual Assistance
Microsoft Word
Management Skills
Transaction Processing
Data Entry
Bookkeeping
Accounts Receivable Management
Accounts Payable Management
Management Accounting
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