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I'm a senior financial analyst working with a US enterprise, SMBs, and PE-backed operators on the analytical and reporting work that drives real business decisions - financial models, monthly FP&A, treasury and cash flow analysis. 💡Where I add the most value: Financial Modeling & Valuation - Three-statement models - DCF and scenario analysis - Investor-ready models for fundraising - Capital structure and covenant analysis FP&A & Executive Reporting - Monthly close oversight and variance analysis - Budgeting, forecasting, and rolling forecast updates - Board and investor reporting packages - KPI design and forecast-to-actual commentary Treasury & Cash Flow - 13-week direct-method cash flow forecasts - Runway planning and liquidity stress testing - Banking infrastructure and account architecture - Profitability and contribution margin analysis 🏢Industries I have experience in: CPG and e-commerce, senior living and assisted care, PE-backed operating companies, banking and financial services, and technology and online marketplaces (I'm a Sr. Treasury Analyst at Upwork). I'm probably a strong fit if: - You need an institutional-quality financial model before a lender or investor conversation - You've outgrown your bookkeeper and need someone senior to own the analytical side - You want monthly reporting that explains why the numbers moved, not just what they are Send me a message and let's chat about what you're working on!

I prepare businesses for sale and structure deals for a living. My M&A work covers the full analytical workstream — spreading financials, normalizing earnings, building addback schedules, and producing the investor-facing materials that move deals to close. Over $50M in aggregate closed transaction value across multiple industries. What I deliver: Quality of Earnings Analysis — Pull raw financials from QuickBooks, reconcile against tax returns, W-2s, and CPA work papers, identify discretionary spending, fix data entry issues, and produce a defensible adjusted EBITDA. I work with owner-operated businesses where the books are messy and the value isn't obvious until someone does the work to surface it. CIMs, Teasers & Pitch Decks — Build the full marketing package that tells the business story clearly and maximizes perceived value. Clean narrative, solid financials, investor-ready formatting. Financial Modeling in Excel — Dynamic models with clear input/assumptions, calculations, and output layers. 3-statement models, DCF, LBO, project finance, scenario analysis, sensitivity tables, IRR/NPV, and cash flow waterfalls. Every model I build is designed to be handed to someone else and understood immediately. Valuation — EBITDA multiples, comparable transactions, asset-based, and DCF methods. Deal Support — Due diligence coordination, financial due diligence, and engagement support through close. Before M&A, I spent over a decade in project finance and investment advisory across Latin America, working with the Inter-American Development Bank, CAF, the UN Development Programme, the Green Climate Fund, and the World Wildlife Fund. Highlights include a $98M renewable energy financing proposal, a $30M thematic bond issuance, and hydroelectric plant financings. This background gives me depth in capital structure, DFI standards, and investor-facing materials that most M&A analysts don't carry. What clients say: "I was impressed by his ability to digest and communicate complex financial concepts in a simple and clear form. He delivered a financial model that was dynamic, easy to understand and remarkably simple to manipulate. I HIGHLY recommend his services." Native-level English and Spanish.

I’m a Financial Analyst focused on financial modeling, cash flow planning, budgeting, and KPI analysis. I work with startups, medium businesses, and growing teams that need clear, reliable numbers to plan ahead and make better decisions. My experience includes the private sector, consulting work, and roles in international organizations, including the United Nations system. Working in environments with strict procedures, transparency requirements, and high reporting standards has helped me develop a structured and detail oriented approach that I now apply to all client projects. I’m used to analyzing complex financial information and turning it into simple, practical, and decision ready models. What I can help you with: 3–5 year financial models (Excel / Google Sheets) Cash flow projections and liquidity planning Budgets and cost structuring Forecasts and scenario analysis KPI dashboards and performance tracking Financial sections for business plans Pricing, margin, and break-even analysis If you need a model that’s clear, accurate, and easy to work with or you simply want a better understanding of your numbers, I’m here to help. Feel free to reach out and we can discuss your project.

Strategic finance professional with extensive experience in FP&A, financial consulting, and corporate development across global markets. Currently providing expert-level Fractional CFO services to a wide range of US based clients. Proven track record in financial planning, financial modelling, cash flow management, forecasting, and data-driven decision-making. Sector expertise in consumer tech, e-commerce, and CPG. Passionate about leveraging financial insights to optimize business performance and support strategic decision-making.

¡Building together a sound financial future for your company¡ I will support you with strategies for the efficient financial management of your business. I will also help you research and write financial content that resonates with your target audience. My services: ✔️Financial consultant ✔️Content writer ✔️Researcher ✔️Virtual assistance Programmes I use ✔️CRM platforms (Monday, Asana) ✔️Microsoft Package (PPT, Word, Excel) ✔️Google Docs ✔️Google Drive ✔️Smart PLS ✔️Statistical SPSS ✔️Canva ✔️Zoom & Teams Soft Skills ✔️Time management ✔️Analytical skills ✔️Effective communication ✔️Professional ethics ✔️Adaptability ✔️Networking I have immediate availability, I will be happy to help you.

I’m a Financial Analyst & Data Engineer with 5+ years turning complex financial and operational data into strategic insights: End-to-end automation (Python, SQL, Power Query) that cut report-generation time from hours to minutes Data visualization & BI (Power BI, advanced Excel/VBA) for real-time dashboards and variance analysis Financial modeling & risk (Monte Carlo, VaR, IFRS 16 lease calculations via PyQt6 apps) ETL & database design for large-scale consolidation (2 000+ files) and reliable forecasting Fluent in English and Spanish (basic French & Chinese), I thrive collaborating with cross-functional teams to drive efficiency, optimize cash flow, and support data-driven decision-making.