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Hello! I am a CFA Charterholder and highly experienced former investment banker with 14 years of track record in finance, specializing in financial modeling, financial management, project finance and debt capital markets. Throughout my career, I have advised C-suite executives on key issues, including debt/equity fundraising, mergers & acquisitions, deal structuring and loan underwriting, financial management and investor relationship, etc. My primary sector expertise includes Retail, Real Estate, Renewable Energy, SaaS, and Manufacturing. Prior to consulting on Upwork, I served as a VP at a top investment bank in my country and as an Associate Banker covering renewable energy project finance loans at the European Bank for Reconstruction and Development (EBRD). I started my career as a financial auditor at KPMG. Detailed breakdown of my services: ➡️ CFO Services: FP&A (budgeting, KPI dashboards, unit economics); Cash Flow Optimization (liquidity forecasting, burn rate management), and Financial Strategy (growth plans, capital allocation, and scenario testing). ➡️ Real Estate: Financial models for the acquisition, development, and construction of multifamily, commercial, and mixed-use projects. These models support both equity investment decisions and debt underwriting. ➡️ Project Finance: Complex modeling for the construction, financing, and operation of renewable energy projects (Solar, Wind, BESS, and Hydro). Models include multiple operating and financing scenarios to support fundraising. ➡️ Company Valuation: Accurate estimation of enterprise and equity values using various methods, including Discounted Cash Flow (DCF), publicly traded comparables, and precedent transactions. ➡️ Private Equity: Leveraged Buyout (LBO) models used by PE firms to evaluate acquisitions, or by sell-side management teams to estimate the maximum price a PE firm would be willing to pay. ➡️ M&A Analysis: Modeling for M&A transaction evaluation. This includes consolidating financial statements, analyzing capital structure scenarios, and performing accretion/dilution analysis. You can find examples of my work in the portfolio section below.

Need clearer financial reports, a reliable Excel model, or a dashboard that turns raw data into actionable business decisions? I’m a Financial & Data Analyst with over 5 years of experience in financial planning and analysis, budgeting, forecasting, management reporting, accounting, and audit. My professional background includes Deloitte and I recently completed a Master’s in Business Analytics. I combine strong financial knowledge with Excel, Power BI, SQL, Python and Tableau to help businesses organize their data, improve reporting, and make better decisions. I can help you with: ✔ Budgeting, forecasting and variance analysis ✔ Financial modeling and cash flow forecasting ✔ Excel dashboards, PivotTables and Power Query ✔ Power BI dashboards and KPI reporting ✔ SQL data extraction and analysis ✔ Python data cleaning, analysis and reporting ✔ Financial statement analysis and journal entry review ✔ Management accounting and monthly reporting ✔ Cost-benefit, profitability and spend analysis ✔ Bookkeeping review and data reconciliation Why work with me? • Top Rated freelancer with 100% Job Success • Over 5 years of finance and accounting experience • Previous audit experience at Deloitte • Master’s degree in Business Analytics • 8 out of 13 ACCA exams completed • Detail-oriented, reliable, and deadline-focused • Clear and professional communication I am available to start immediately and can support short-term projects, one-time assignments, or ongoing financial and analytical work. Let’s turn your financial and operational data into clear reports, useful dashboards, and better business decisions.

If you need someone you can fully rely on to handle important tasks without constant supervision — I’m here to make your work easier. • Internet research & market insights • Structured and organized Excel data • Financial planning & monthly/yearly reporting • Virtual & administrative support • Business coordination & operations support • Accounting & B2B tasks • Or simply taking care of work you don’t have time for 7+ years of experience and $20,000+ earned on Upwork working with clients who value quality and reliability. I work independently, stay highly organized, and focus on delivering accurate, structured results on time. If something is new, I learn fast — but I only take on work when I’m confident I can deliver it at a high level. I take my work seriously and always give my full effort. If you’re looking for someone who makes things easier, not more complicated — let’s work together. Best Wishes, Tamta

Top 0.1% - Financial Modeling, Investor Pitch Deck, Valuation, Capital Raise & Investment Analysis for Startups, SMBs & Investors - backed by STANFORD MBA and BIG 4 expertise. 🏆 $2B+ across fundraising and M&A transactions 🏆 500+ startups, businesses, and investors served 🏆 #1 Ranked on Upwork in PE/VC | Forbes, Bloomberg Featured 🏆 12+ years of experience in IB & VC | 100% Job Success FOR STARTUPS / SMEs: ✅ Financial Modeling, Projections (Pro Forma) ✅ Investor Pitch Deck, Presentation, Business Plan, Teaser (sell-side) ✅ Business Valuation, Cap Table, Offering Memorandum, Term Sheet ✅ Investor Sourcing, Outreach, Fundraising Campaign Management ✅ Fractional CFO, Financial Analysis (FP&A), Forecasting FOR INVESTORS / FUNDS / ACQUIRERS: ✅ M&A, LBO, Equity Valuation & Investment Memo Support ✅ Institutional-Grade Investment Analysis & Due Diligence ✅ Buy-Side Financial Modeling & Financial Forecasting ✅ Investment-Grade Market Research & Equity Research ✅ Data Room, Investor Deck & CIM Review 💎 CLIENT FEEDBACK (100% 5-stars, 400/400 clients): “After more than a year of speaking with M&A advisers, financial analysts, and private equity experts, George stood apart by a mile.” — AI SaaS CEO | raised $35M Series B “True expert financial modeler! He brought real clarity to our financial analysis, investor presentations, and other investor materials. Highly recommended!” — FinTech Founder | raised $11.2M Series A round “George did an excellent job. He was thoughtful and easy to work with. If you need venture capital consulting or startup advisory services, I highly recommend him.” — VC Investor | $10B AUM RECENT PROJECTS: Startup Financial Models (Microsoft Excel Model, Google Sheets Model, Investment Fund Model, Startup Funding Financial Model development, Real Estate Financial Modeling, and pro forma statements); Investor Pitch Decks, PowerPoint (PPT) Investor Pitch Deck design; Company Valuation, M&A; CIMs, OMs; PitchBook Investor Research; Investor-Grade Financial Analysis and Valuation (DCF, comps...), Investor deck preparation; Commercial Real Estate Financial Analysis; Private Equity Fund Pitch Deck (LP/GP), Feasibility Study. Financial modelling (Excel/Google Sheets), dashboards, Financial Analyst service & Investor Pitch Deck preparation for M&A. Capital raise, acquisition, diligence, investor presentation prep projects. ABOUT ME: I work with founders and investors on the materials and analysis that matter: a financial model investors can trust, an investor pitch deck that tells the fundraise story clearly, a business plan grounded in real assumptions, and valuation work that withstands due diligence. My background combines VC and investment banking (deep financial modelling experience - Google Sheets and Excel models). For startups, a typical engagement starts with a financial modeller work and expands into pro forma building for scenario planning, cash flow planning, financial forecasting, and financial projections. From there, the work often extends into an investor pitch deck creation (Powerpoint (PPT) investor presentation), business plan development, market research, CIM, teaser, and fundraising execution. I also provide support around financial planning, reporting, and investor readiness. For investors and acquirers, the work is more analytical: investment analysis, financial analysis, buy-side financial modeling, financial model review, LBO analysis, equity research, deal valuation, and transaction support before capital is committed. I am often brought in to review a startup financial model, pressure-test assumptions, refine an investment memo, or evaluate whether the numbers in a pitch deck, business plan, or data room hold up under scrutiny. The common thread is the same: financial analyst help - financial modeling, clear business plans, and financial analysis that supports better decisions. That can mean a SaaS financial model for a seed round, real estate financial modeling for a development / acquisition, a FinTech investor pitch deck for fundraising, or company valuation. I have worked across Tech, FinTech, AI, real estate, healthcare, e-commerce, renewable energy, manufacturing, and financial services. Clients usually reach out when they need a financial modeler for a startup financial model, a pitch deck expert for an investor presentation, or support with valuation and fundraising materials before a fundraising or acquisition decision. The financial model, investor pitch deck, business plan, and valuation should support the same decision in fundraising and investor meetings. INDUSTRIES: • FinTech / SaaS • Artificial Intelligence (AI) / Machine Learning (ML) • Blockchain / Crypto • Cybersecurity • Oil and Gas / Renewable Energy / Solar • E-Commerce • Healthcare / Biotech • Real Estate (Residential, Commercial), PropTech • CPG / Manufacturing • EdTech • Transportation / EV / Automotive • Financial Services • Hospitality / Tourism • Agriculture / AgTech

🏆 UPWORK TOP RATED PLUS ( JSS 100% ) | Expert🏆 If you're an entrepreneur, I'm here to lend my expertise in capital raising, revenue growth, and operational optimization. My achievements include securing over $275 million, boosting margins by 20%, and successfully executing more than 45 M&A deals. My specialties include: ✔️ Investor-ready Financial Models ( 100+ ) ✔️ Wall Street-level Business Plans & Pitch Decks ( 100+ ) ✔️ Startup and Business Valuations ✔️ Cashflow Modelling ✔️ Real Estate Underwriting / Modeling ✔️ Custom KPI forecasts and dashboards ✔️ Investment Memorandums (IM) and Teasers I am a dedicated and highly skilled professional with a singular focus on delivering tangible results for your business. My background: 🏆 B.A. Finances, Management & Business Administration 🏆 CFA level 3 Candidate 🏆 6+ years in elite Banking & Consulting roles 🏆 100+ Financial Models, 100+ Pitch Decks & Investment Teasers, 35+ fundraises (total $75m+) completed 🏆 Excel expert, 9+ years professional experience 🏆 Native English Speaker Please don't hesitate to contact me with any inquiries, regardless of the project's stage. I take great pleasure in engaging with founders and would be thrilled to collaborate on brainstorming ideas with you.

Most businesses don’t struggle with numbers — they struggle with decisions. When to hire. How fast to grow. What they can afford to invest. And what happens if they get it wrong. That’s where I come in. I work with founders as a strategic finance partner — helping them make clear, financially grounded decisions around growth, hiring, pricing, and cash. Not more reports. Better decisions. I’m a Fractional CFO with 15+ years of experience supporting founder-led companies across the US and Europe. On Upwork, I’m Top Rated Plus with a 100% Job Success Score, working with businesses typically in the $1M–$20M range. My work sits at the intersection of finance and decision-making. 💼 What This Looks Like in Practice: ✔️ Clarifying your real cash position, runway, and risk exposure ✔️ Stress-testing hiring and growth decisions before you commit ✔️ Building simple, decision-focused forecasts (not overbuilt models) ✔️ Aligning pricing, margins, and growth strategy ✔️ Bringing financial structure as your business scales 🧠 How I Work: I work closely with founders as a thinking partner — bringing structure, challenge, and clarity to decisions that materially impact the business. My role is to: • Cut through noise and focus on what actually matters • Bring financial clarity without overcomplicating • Challenge assumptions when needed • Help you move from reactive decisions to intentional ones 🎯 Typical Clients: • Founder-led businesses ($1M–$20M revenue) • Service-based or tech-enabled companies • Teams making hiring, growth, or investment decisions • Businesses that already have accounting, but need direction 🎓 Background: ✔️ MSc Business Analytics – University of Manchester ✔️ ACCA Qualified ✔️ FMVA® (Financial Modeling & Valuation Analyst) ✔️ CFA Level III Candidate If you’re looking for someone who can help you think clearly about your business — not just report on it — feel free to reach out.