Hire the Best Financial Analysts

Seamless Finance & Accounting Support – Powered by a Husband-Wife Duo NOT AN AGENCY. We are a husband-wife duo with over 20 years of combined experience in Accounting, Finance, Audit, and Banking. After more than a decade EACH in full-time corporate roles across leading Indian sectors, we transitioned into freelancing in 2021 to offer our clients a well-rounded and highly collaborative service in the financial domain. We're not an agency, just two professionals working in perfect sync to deliver high-quality, reliable, and personalized support. Who We Are Her Expertise - Chartered Accountant, India (equivalent to CPA/ACCA) - Handles Bookkeeping, Reconciliations & Financial Statements - Proficient in Xero, QuickBooks Online (QBO), MYOB, and SAGE - Strong eye for detail, compliance, and accuracy His Expertise - CFA (ICFA), MBA in Banking & Finance, CFA US Level 3 Candidate - Specializes in Financial Modelling, Equity Research, Valuation, Pitch Decks, Presentations, and Corporate Finance - Brings strategic insights and analytical depth Our Full-Time Background We’ve worked with top-tier institutions and sectors in the Indian market: - Banking: India’s largest public sector bank - Beverage Industry: Finance for a fast-growing domestic alcohol company - Credit Ratings: India’s leading external credit rating agency Why Work With Us? - Two sets of complementary skills in one seamless package - Strong communication and coordination - Holistic financial solutions from bookkeeping to boardroom-ready presentations - Long-term mindset, with a focus on building trust and delivering real value Feel free to check out our LinkedIn profiles to learn more. We’re always open to interviews and look forward to working with you!

I help startups, businesses, research teams, and media platforms transform complex challenges from different domains like finance, crypto, business, and policy-related topics into clear, engaging, and research-backed outcomes. I bring 13+ years of professional experience across banking, financial services, research, operations, analytics, and business support functions, including experience with globally recognized institutions such as Lehman Brothers, Deutsche Bank AG, and CRISIL. In addition, I have 6+ years of experience working with globally distributed startups and remote teams across domains such as crypto, fintech, media, research, consulting, digital content, and emerging technologies. This combination gives me both structured corporate experience and the adaptability required in fast-moving startup environments. My work has involved: • Financial and business research • Market and industry analysis • Crypto and digital asset content • AI/LLM training, evaluation and review projects • Long-form analytical writing • Content simplification and educational explainers • Multilingual transcription and localization • Business process and operational support I specialize in simplifying technical and information-heavy subjects into content that is: • Clear and easy to understand • Well-structured and engaging • Research-backed and accurate • Tailored for technical and non-technical audiences alike My academic background and professional journey have helped me develop strong analytical, research, communication, and problem-solving capabilities. I have consistently maintained strong academic performance and have built expertise through years of working in high-pressure corporate and startup environments requiring attention to detail, structured thinking, and clear communication. Areas I can help with include: 1. Crypto & fintech content writing 2. Financial and market research 3. Banking and financial services research 4. AI/LLM training, evaluation, and annotation projects 5. Business and economic research 6. Policy and geopolitical research assistance 7. Long-form articles and explainers 8. Content editing and proofreading 9. Research summaries and structured reports 10. Marathi-Hindi-English transcription and localization My areas of familiarity include: - Cryptocurrency & blockchain - Banking & capital markets - Fintech & digital payments - Financial operations and business processes - AI and emerging technologies - International business & geopolitics - BRICS and global economic developments - Digital transformation and startup ecosystems What clients can expect from me: 1) Strong analytical and research skills 2) Professional communication 3) Ability to understand complex domains quickly 4) Structured and high-quality deliverables 5) Attention to detail and accuracy 6) Reliability and professionalism 7) Experience working with international teams and remote environments 8) Ability to simplify difficult concepts for wider audiences My corporate experience has given me exposure to global business standards, process discipline, stakeholder communication, and analytical rigor, while my startup and freelance experience has strengthened my adaptability, creativity, independent execution, and ability to work across multiple domains. I am comfortable working on both short-term and long-term projects and can contribute across research, writing, transcription, AI evaluation, business support, and analytical tasks. Whether you need: - Research-driven articles - Financial or crypto content - Market analysis - AI training support - Business research assistance - Multilingual transcription - Policy or geopolitical research support I focus on delivering accurate, thoughtful, and professionally structured work aligned with your project goals.

Financial Analyst | Business Plans | Financial Modeling | Investor Decks I help startups, entrepreneurs, SMEs, founders, and growing businesses turn business ideas and financial data into professional business plans, financial models, investor presentations, and practical financial management solutions. With 5+ years of finance experience, I have supported clients across the US, UK, Canada, Australia, UAE, and Europe with financial analysis, business planning, financial modeling, forecasting, bookkeeping, cash flow management, and investor documentation. ### 🚀 BUSINESS PLANS & IMMIGRATION BUSINESS PLANS I create professional, financially supported business plans for startups, investors, entrepreneurs, and immigration purposes. Services include: • Startup & New Business Plans • Immigration Business Plans • EB-2 NIW Business Plans • E-2 Business Plans • L-1 / EB-1A Business Documentation • Investor & Bank-Ready Business Plans • Market & Industry Research • Competitive Analysis • Financial Projections • Revenue & Cost Forecasts • Break-Even Analysis • Funding & Use-of-Funds Analysis I focus on making business plans commercially realistic, financially consistent, and supported by clear market and financial analysis. ### 📊 FINANCIAL MODELING & VALUATION I build structured financial models that help founders, investors, and management understand performance, plan growth, and evaluate opportunities. Services include: • 3-Statement Financial Models • Financial Projections & Forecasts • DCF Valuation Models • Business Valuation • Startup Financial Models • Real Estate Financial Models • E-commerce & SaaS Models • Revenue & Expense Models • Cash Flow Models • Scenario & Sensitivity Analysis • Budgeting & Forecasting • KPI & Financial Dashboards ### 💰 INVESTOR DECKS & FUNDRAISING I combine financial analysis with business storytelling to create **investor-ready presentations and fundraising materials.** Services include: • Investor Pitch Decks • Financial Pitch Decks • Fundraising Presentations • Investor Teasers • Company Profiles • Information Memorandums • Confidential Information Memorandums (CIM) • Financial Highlights • Investment Analysis • Valuation & Funding Analysis ### 💵 CASH FLOW MANAGEMENT & FP&A I help businesses improve financial visibility and manage cash more effectively. Services include: • Cash Flow Forecasting • 13-Week Cash Flow Models • Cash Runway Analysis • Working Capital Analysis • Budget vs. Actual Analysis • Variance Analysis • Profitability Analysis • Monthly Financial Reporting • Management Reporting • Financial Planning & Analysis (FP&A) • Scenario Planning • Business Performance Analysis ### 📚 ACCOUNTING & BOOKKEEPING I provide reliable accounting and bookkeeping support to help businesses maintain accurate financial records and understand their financial performance. Services include: • QuickBooks Online • Xero • Zoho Books • Bank & Credit Card Reconciliation • Accounts Payable & Receivable • Transaction Categorization • Cleanup & Catch-Up Bookkeeping • Monthly Bookkeeping • Profit & Loss Review • Balance Sheet Review • Financial Reporting ### 🧾 TAX-READY ACCOUNTING & FINANCIAL SUPPORT I can help organize and prepare financial information required for tax and compliance processes. Services include: • Tax-Ready Bookkeeping • Financial Record Organization • P&L & Balance Sheet Preparation • Expense Categorization • Supporting Financial Schedules • Tax Information Preparation for Accountants/CPAs • Accounting Data Cleanup ### 🛠 TOOLS Microsoft Excel | QuickBooks Online | Xero | Zoho Books | Google Sheets | PowerPoint | Google Slides | Canva ### ⭐ WHY CLIENTS WORK WITH ME ✔ **Top Rated on Upwork** ✔ **100% Job Success Score** ✔ **5+ years of finance experience** ✔ Experience working with international clients ✔ Strong financial modeling & business planning expertise ✔ QuickBooks Online & Xero experience ✔ Advanced Excel & financial analysis skills ✔ Detail-oriented and commercially focused ✔ Clear communication and reliable delivery Whether you are starting a business, preparing an immigration business plan, raising funding, building a financial model, preparing an investor deck, improving cash flow, or managing your accounting, I can help you create a professional and financially sound solution. Send me your requirements or invite me to your project, and let's discuss how I can help.

Senior finance professionals and growing businesses come to me when spreadsheets stop making sense and decisions start getting expensive. I’m an ACCA-qualified financial analyst with 6+ years turning messy data into models executives actually trust — and dashboards their teams actually use. Where I specialize: Financial Modeling & Analysis P&L models, cash flows, scenario planning, and variance analysis built to survive board scrutiny — not just look good in a meeting. Advanced Excel & Power Query Custom reporting systems, automated workflows, and dashboards that eliminate manual work. If your team spends hours refreshing the same report every week, that’s my problem to solve. Interactive Dashboards (Power BI · Looker Studio) Visualizations designed around decisions, not decoration. I ask what action each chart should drive — then build backward from there. Accounting & Bookkeeping (QuickBooks · Excel) Clean books, accurate reconciliations, and financial statements you can hand to an investor or auditor with confidence. Who I work with: Growing SMEs that have outgrown basic bookkeeping. Founders who need investor-ready financials. Operations teams buried in manual reporting. Finance leads who need a reliable analyst without the full-time cost. What makes the difference: Most data analysts can build a chart. I come from an accounting and finance background — which means I understand why the numbers matter, not just how to display them. That context changes every deliverable. Recent work includes: • Automated monthly reporting system reducing a client’s close process from 3 days to 4 hours • Multi-scenario financial model • Power BI sales dashboard tracking 6 KPIs across 4 regional teams 📩 Let’s talk. Tell me what decision you’re trying to make — I’ll tell you exactly how I’d build the data infrastructure around it.

Your financial data should tell you where to go next, not keep you up at night. I'm Haftey Belay, a CFMVA-certified financial modeler and QuickBooks ProAdvisor with 7+ years helping startups, SMBs, and investors turn messy numbers into confident decisions. Whether you need clean monthly books or a fundable 3-statement model for your next raise, I cover both, so you don't have to manage two specialists. What I deliver for you: * Strategic Finance * 3-statement financial models * DCF & business valuation * Investor-ready pitch decks * KPI dashboards & scenario analysis * M&A and deal structuring support Bookkeeping & Reporting * Full-cycle bookkeeping (daily/monthly) * Tax-ready financial statements * QuickBooks setup & cleanup * Payroll & reconciliation * Month-end close & reporting Who I work with: * Startups & Founders * Small & Mid-sized Businesses * Investors & PE Firms * CFOs & Finance Teams Tools & software: * Excel & Google Sheets * QuickBooks Online * Xero * Power BI * Tableau * SAP Ready to bring clarity to your finances? Send me a message with a quick description of what you need, I respond within a few hours and offer a free 30-minute discovery call to make sure we're a great fit before you commit.

Hey, I'm a certified Financial Modeling and Valuation Analyst (FMVA®) and MBA (Finance) with over 4 years of specialized experience in business valuations, financial modeling, analysis, including my tenure at a one of top accounting firms, i.e. BDO USA (BIG 5). 🎯 Why Choose Me? ⭐ TOP Rated Badge | 100% Job Success = Proven reliability 📊 MBA (Finance) & FMVA® = Precision in financial/business content 📖 Pursuing FP&A™ by CFI - Upskilling, learning continuously 🌐 Fluent English = Clear, high-quality communication 🤝 Client’s Person = Always available to address questions, provide updates, and ensure smooth collaboration throughout the project, multiple 5 Star feedbacks. ⏱️ On-time Delivery = Respect for deadlines without compromise on quality 🔍 My core strengths include: ✅ Preparing Investor grade and defensible Start-Up | Real Estate | SaaS & more kind of company valuations, ✅ Building Integrated Three-Statement Financial Models: Profit and Loss (P&L), Balance Sheet (BS), Cash Flow Statement (CFS), with Sensitivity & Scenario analysis & Drivers; ✅ Cash flow Modeling; 13 Week / 12 Months / 3 Year / 5 Year; Monthly / Annual Financial Projections / Forecasts for your Business; ✅ Conducting business valuations using Discounted Cash Flow (DCF), Comparable Company Analysis, M&A Deals / Precedent Transactions, Market Multiples, Weighted Average Cost of Capital (WACC) and more; ✅ Experience in performing IRC 409A and ASC 820 valuations, strong grasp of waterfall modeling, Black-Scholes Option Pricing Model, & OPM Back-solve; ✅ Hands-on with S&P Capital IQ for extracting Historical Stock Price Data, Company Data, Financials and transaction research for M&A advisory, and due diligence support, Comps & Deals; Trading Comps & Precedent Transactions Multiples, Benchmarking Database, PE/VC Search; ✅ Performing Quality Checks (QCs) to your financial models and reports for a detailed review / add-on perspective; ✅ Design and create visually compelling pitch decks/slides and presentations tailored for companies, investors, or multi-purpose business needs. . . 💬 Let’s connect and explore how I can bring value to your requirements. Thanks, Dhawaj Bansal, MBA, FMVA®