Hire the Best Financial Analysts
in Switzerland

I help ambitious investors move beyond generic advice and take real ownership of their portfolios. My focus is on clarity, practical guidance, and the kind of deep market understanding that only comes from experience — because successful investing isn’t about predicting the future, it’s about preparing for it. Over the past decade, I’ve co-managed institutional portfolios and endowments worth over $100 million, working across asset classes and market cycles. I’ve seen firsthand what works and what doesn’t. Along the way, I’ve developed and implemented strategies designed to perform across a range of economic environments. Today, I bring that knowledge and perspective to every client I work with. In our sessions, we’ll cut through the noise. You’ll gain real insight into what drives asset prices, how markets behave under different conditions, and which strategic frameworks can help you grow and protect your wealth - especially during times of market distress. Some areas I cover: • Strategic guidance on portfolio structure and diversification • Investment strategy development and long term (macro) analyses • Cost & fee analysis to improve overall portfolio efficiency • Scenario testing and financial modeling • Independent research (ETFs & single stocks) My goal is simple: to empower you with the clarity, tools, and confidence to invest wisely - whatever the market throws your way. Or in other words: Prepare, don’t predict. ⸻ Important Information for Clients I’m a registered and regulated independent investment advisor in Switzerland, and all my services are provided under Swiss law. While I’m happy to support clients internationally, please note: 1. My work focuses on financial education, strategic insights, and portfolio consulting, and does not constitute regulated investment advice under foreign law 2. Stricter rules apply for U.S. clients, and if you’re based there, we’ll need first to clarify in an introductory call whether I’m permitted to support you or not 3. In all other regions (such as the EU/UK), I may provide general financial insight and educational content unless explicitly authorized to offer tailored advice under local regulations or client categorization (professional investors)

Fundraising | CFO | Fractional CFO | Financial Modeling | Business Plan | Financial Analysis | Financial Model Expert | Financial | Virtual CFO | Chief Financial Officer | Business Plan Consultant | Strategic Fractional CFO | Due Diligence-Financial Model | Expert Financial Modeling | Business Plan Writer | 🏆 €500M+ raised across VC, PE, Hedge Funds, Real Estate, and Startups 🏆 Advisory Board Member of a $1B+ Family Office 🏆 Former VC Advisor board of a $4B+ VC/PE fund 🏆 20+ Years in Strategic Finance, Fundraising & High-Impact Turnarounds 🏆 Built, Scaled, and Sold Companies | CEO experience | Global track record 🏆 Trusted by founders, investors, family offices & institutional funds Raising capital or building investor-grade financials? As a Fractional CFO with 20+ years across VC, PE, and family offices, I help founders close rounds faster and build finance systems that scale — €500M+ raised across global markets. For founders, the result is simple: 🎯 3x stronger investor positioning | 🎯 faster fundraising cycles | 🎯 systems that scale For investors: 🎯 faster diligence | 🎯 clearer reporting | 🎯 better investment outcomes What sets me apart is a rare 360° combination: I have sat on both sides of the table as an investor (board member of a $1B+ family office, advisor to a $4B+ VC/PE fund) and as an operator (CEO who turned a company losing €2M/year into a profitable, sold business). I do not just model numbers — I build strategies that work in real capital markets and operational teams. Active across Europe, Asia, and Africa. 🔹 Fundraising & Capital Strategy ✅ Investor-grade pitch decks, data rooms, and capital narratives (VC, PE, Family Offices, Hedge Funds) ✅ Fundraising process design from outreach to close ✅ Turnaround strategy for distressed or underperforming companies 🔹 Financial Modeling & Strategic Planning ✅ Full 3-statement integrated models, scenario & sensitivity analysis ✅ Valuation, KPIs, and board-ready reporting ✅ Business plans and operating plans 🔹 Fractional CFO Leadership ✅ FP&A, monthly reporting, BI dashboards (Power BI, Tableau) ✅ Cash flow optimization & working capital structuring ✅ Exit-readiness and M&A financial preparation 🔹 Investor & Fund Support ✅ Buy-side & sell-side due diligence for VC, PE, and family offices ✅ Investment memorandums & thesis validation ✅ Portfolio scaling, restructuring, and governance 🏆 €500M+ raised across VC, PE, Hedge Funds, Real Estate, and Startups 🏆 Advisory Board Member of a $1B+ Family Office 🏆 Former Advisor to a $4B+ VC/PE Fund 🏆 CFA Charterholder | Certified Venture Capital & Fundraising Expert Send me a message — I respond within a few hours. Whether you are raising capital, restructuring for survival, preparing for exit, or installing a finance function that drives growth, let's talk about what you need and whether I am the right fit.

I have more than 20 years working in accounting and finance. Working for many multinationals / SME and Start-ups in Switzerland. I will be able to help you for many projects such as: - Bookkeeping in Quickbooks, Xero and others ERP - Financial Accounting - Treasury - Cash Flow - Financial Reporting - Cost analysis - Budget/Forecast - VAT for Switzerland and Europe I am speaking English, French, Spanish and can work on a German system. I'm working from Colombia but I'm available to adapt to any situations if required. Please contact me if you need help from a professional. Romain

As a seasoned Financial Analyst and Python Solutions Architect, I bring a unique blend of traditional financial acumen and cutting-edge technological expertise. My journey through premier institutions has equipped me with a profound understanding of finance, statistics, and financial modeling. Coupled with my extensive experience in Python development, I create tailored, automated solutions that transform complex financial data into actionable insights and streamline workflows. My versatility extends beyond finance and coding. I am also adept at business process management, guiding organizations through the entire BPM lifecycle from meticulous modeling to strategic optimization. This comprehensive skill set enables me to deliver holistic solutions that enhance operational efficiency and drive strategic decision-making.

I help startups and businesses build AI powered SaaS applications, customer portals, dashboards, marketplaces, and automation systems that solve real business problems. Over the years, I've worked on products across fintech, healthcare, social media management, lead generation, and business acquisition marketplaces. My experience includes developing platforms for financial planning, company acquisition and sales, social media automation, employee and commission management systems, AI assistants, and custom business software. Some of the projects I've built include: • A fintech platform that helps users manage savings, expenses, investments, and generate personalized financial plans. • An M&A marketplace that enables buyers and sellers to list businesses, communicate anonymously, evaluate opportunities, and manage acquisition workflows. • A social media management platform that integrates LinkedIn, Facebook, X (Twitter), Pinterest, and TikTok for scheduling, analytics, collaboration, and content management. My expertise includes: ✔ AI Agents & AI Chatbots ✔ OpenAI & Gemini Integrations ✔ SaaS MVP Development ✔ Custom Web Applications ✔ Client Portals & Admin Dashboards ✔ Workflow & Business Process Automation ✔ API Integrations ✔ Marketplace Platforms Tech Stack: Next.js, React, TypeScript, Node.js, FastAPI, PostgreSQL, MongoDB, OpenAI, Gemini, Tailwind CSS. Whether you need an AI powered application, a SaaS MVP, a customer portal, a business dashboard, or an automation solution, I can help take your product from idea to production.

Certified FRM, and CFA charterholder. I develop and implement financial reporting and controlling tools, models, and processes in addition to productivity improvements within financial organizations of all sizes, banks or corporate treasury departements. It ranges from valuation modules and simulation engines to simple productivity enhancement or financial reporting tools. I did in the past: Data pull with Bloomberg API in VBA, data retreive from internet (web scrapping) in VBA, financial models, derivatives valuation, Treasury management, derivative trading, banking regulation implementation, balance sheet and net interest income projection.