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💼 Senior Financial Modeler | Fractional CFO | Fracvtional COO |FP&A Consultant | M&A | Valuation | Financial Due Diligence (FDD) | Quality of Earnings (QOE) | Ex-PwC TAS | Chartered Accountant | CFA Level III Passed I help founders, CFOs, and investors build investor-ready financial models, valuation analyses, and FP&A systems that support 💵 fundraising, 💵 M&A decisions, and 💵 strategic growth. I’m a Chartered Accountant (CA) and CFA Level III Passed finance professional with Big 4 (PwC – Transaction Advisory Services) experience specializing in financial modeling, FP&A, valuation, M&A support, financial due diligence (FDD), and quality of earnings (QOE). Over 5+ years, I’ve worked as a senior FP&A analyst, financial modeler, and fractional CFO for startups, SMBs, and CFOs across North America, Europe, and Oceania, supporting capital raises, deal evaluation, investor reporting, and strategic finance initiatives. I help finance teams move from messy spreadsheets to structured financial models and FP&A systems that stand up to investor and board scrutiny. 💵 Selected Transaction & Financial Impact • Supported 💵 $200M+ in M&A transactions through financial analysis, diligence support, and valuation work • Built sales forecasting models for a $500M+ annual revenue company, improving revenue visibility and operational planning • Contributed to financial analysis and transaction support for an 💵 $2B airline sector deal • Developed financial models used in investment decisions, strategic planning, and board reporting 💵 Core Services Financial Modeling & Valuation • 3-statement financial models (P&L, Cash Flow, Balance Sheet) • SaaS, subscription, e-commerce, commission-based, and services models • Valuation models (DCF, comparable companies, scenario & sensitivity analysis) • Investor models, pitch-deck financials, and deal pricing models FP&A / Fractional CFO Support • Budgeting, forecasting, and rolling forecasts • Cash flow forecasting and runway analysis • KPI dashboards, variance analysis, and management reporting • Board decks, investor updates, and lender reporting Transaction & Strategic Finance • M&A analysis and transaction support • Financial Due Diligence (FDD) • Quality of Earnings (QOE) analysis • Strategic finance and business planning models Tools & Technology Excel (Advanced Financial Modeling) Power BI | SQL | Python | R | Google Sheets QuickBooks | Xero | NetSuite | LiveFlow | Syft Looker Studio | Tableau | Qlik How I Add Value I don’t operate as a junior analyst or bookkeeper. I work as a senior finance partner, building investor-ready financial models, scalable FP&A frameworks, and CFO-level insights that support growth, fundraising, and strategic decision-making. If you're looking for a financial modeling expert, FP&A consultant, or fractional CFO to support 💵 fundraising, 💵 financial planning, or 💵 strategic transactions, I’d be happy to help.

Are you looking for an experienced Bookkeeper with proven expertise in QuickBooks Online, Xero, NetSuite, and AI-Powered Accounting & Bookkeeping? I'm Mansi — an Ex-Big 4 Accountant, QuickBooks Online Advanced ProAdvisor, and Xero Certified Advisor with 10+ years of bookkeeping and accounting experience across the US, UK, Europe, Australia, NZ, Canada, UAE & Singapore. As a professional bookkeeper, I combine full-charge bookkeeping with AI automation (Claude AI) for faster closes, cleaner books, and smarter reporting. You work directly with me and my husband, Sam— no hand-offs, no juniors. 𝐌𝐲 𝐅𝐮𝐥𝐥-𝐂𝐡𝐚𝐫𝐠𝐞 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐈𝐧𝐜𝐥𝐮𝐝𝐞: 𝐃𝐚𝐲-𝐭𝐨-𝐃𝐚𝐲 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 ✅ Accurate day-to-day bookkeeping in QuickBooks Online, Xero & NetSuite ✅ Transaction categorization, general ledgers & audit-ready books as an experienced Bookkeeper ✅ Ongoing QuickBooks Cleanup & Xero cleanup to streamline your books 𝐁𝐚𝐧𝐤 & 𝐂𝐫𝐞𝐝𝐢𝐭 𝐂𝐚𝐫𝐝 𝐑𝐞𝐜𝐨𝐧𝐜𝐢𝐥𝐢𝐚𝐭𝐢𝐨𝐧 ✅ Monthly bank reconciliation & credit card reconciliation as a detail-oriented Bookkeeper ✅ Catch-up & clean-up bookkeeping for messy, backlogged books ✅ Multi-currency reconciliation (USD/GBP/EUR/AUD/NZD/CAD) incl. Stripe, Wise & PayPal 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬 𝐑𝐞𝐜𝐞𝐢𝐯𝐚𝐛𝐥𝐞 (𝐀𝐑) & 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬 𝐏𝐚𝐲𝐚𝐛𝐥𝐞 (𝐀𝐏) ✅ Full Accounts Receivable & Accounts Payable management in QuickBooks Online ✅ Invoicing, vendor bills & aging reports as your dedicated Bookkeeper ✅ Overdue invoice follow-ups — AR & AP stay audit-ready 𝐅𝐨𝐫𝐞𝐜𝐚𝐬𝐭𝐢𝐧𝐠, 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐢𝐨𝐧𝐬 & 𝐅𝐏&𝐀 ✅ 13-Week Cash Flow Forecasting & runway analysis ✅ Financial Projections, Budgeting & variance analysis ✅ Financial Modeling, KPI Dashboards & investor-ready reporting 𝐀𝐈-𝐏𝐨𝐰𝐞𝐫𝐞𝐝 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 & 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 ✅ AI accounting workflows with Claude AI — faster closes, fewer errors ✅ Custom AI-built financial dashboards (case study available) ✅ Automated reporting, KPI tracking & anomaly detection 𝐏𝐚𝐲𝐫𝐨𝐥𝐥 & 𝐂𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞 (𝐌𝐮𝐥𝐭𝐢-𝐂𝐨𝐮𝐧𝐭𝐫𝐲) ✅ US: 1099s, W-2s, sales tax & Gusto/ADP payroll bookkeeping ✅ UK: VAT returns, Making Tax Digital (MTD), CIS, HMRC compliance ✅ AUS: BAS, IAS, GST, STP payroll, Superannuation, PAYG ✅ NZ: GST returns, IRD, Payday Filing | Canada: GST/HST, CRA, T4s ✅ Europe: VAT (OSS), e-invoicing, IFRS | UAE & Singapore: VAT, GST/IRAS 𝐌𝐨𝐧𝐭𝐡-𝐄𝐧𝐝 𝐂𝐥𝐨𝐬𝐢𝐧𝐠 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 ✅ Month-end & year-end closing with precise reconciliations in QuickBooks Online ✅ P&L, Balance Sheet & Cash Flow reports — CPA-ready, MTD & BAS-ready books 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦𝐬 & 𝐓𝐨𝐨𝐥𝐬 𝐈 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐳𝐞 𝐈𝐧 ✅ QuickBooks Online & QuickBooks Desktop | Xero | NetSuite | MYOB | Sage | Wave | Zoho Books ✅ AppFolio, Buildium, Yardi | A2X, Stripe, Shopify | Gusto, BILL, Dext, Melio ✅ Claude AI & automation tools | Advanced Excel & Google Sheets 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐈'𝐯𝐞 𝐖𝐨𝐫𝐤𝐞𝐝 𝐖𝐢𝐭𝐡 ✅ E-commerce & Amazon Sellers ✅ Property Management & Real Estate ✅ Construction (job costing, WIP, CIS) ✅ SaaS & Startups ✅ Short-Term Rentals ✅ Restaurants & Retail ✅ Shipping & Logistics 𝐑𝐞𝐜𝐞𝐧𝐭 𝐖𝐨𝐫𝐤 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐞𝐝 ✅ 13-week cash flow forecast for a shipping company ✅ Streamlined accounting for a Series A startup — investor-ready reporting ✅ Custom financial dashboard built with Claude AI (case study available) ✅ 3-year QuickBooks Cleanup for a US e-commerce brand (Shopify + A2X) ✅ Sage-to-Xero migration for a UK agency with MTD-compliant VAT setup ✅ BAS & GST reconciliations for an Australian trades business ✅ Trust accounting in AppFolio for a property management client 𝐖𝐡𝐲 𝐂𝐡𝐨𝐨𝐬𝐞 𝐌𝐞? ✅ Ex-Big 4 Accountant — 10+ years of bookkeeping & accounting ✅ QuickBooks Online Advanced ProAdvisor & Xero Certified Advisor ✅ AI-Powered Bookkeeping — ahead of the industry ✅ Global coverage, direct access — never a junior Let a trusted Bookkeeper & Accountant handle your finances with precision and care. Whether you need monthly bookkeeping, QuickBooks Cleanup, Xero cleanup, VAT/BAS/GST-ready books, month-end close, or cash flow forecasting — message me and let's get your numbers handled. Thanks Mansi & Sam

I’m the person you call when your numbers are living in six tabs, three tools, and someone’s half-finished notes and you want them turned into something clean, reliable, and honestly kind of satisfying to use. I help founders, developers, and operators turn messy (or incomplete) financial info into clear, decision-ready models and tracking systems built with strong logic, consistent structure, and the kind of polish that makes you actually want to open the file again. I’m equal parts “precision about the details” and “let’s make this feel simple.” I usually start with a small free sample so you can see my style, structure, and quality before you commit. "Shreya did an excellent job with the budget analysis. She was thorough, detail-oriented, and clearly understood the financial context and constraints. I would definitely recommend her to anyone looking for reliable and thoughtful financial analysis support." - Amir, Upwork Client “The final product is easy to maintain, visually polished, and provides clear, automated reporting. I would absolutely work with her again and highly recommend her for data tracking and dashboard projects.” - Kris, Upwork Client I’ve built everything from startup financial projections and SaaS modelling/valuation to real estate and tokenized investment analysis, IRR-based returns, scenario planning, sensitivity analysis, and clean Excel/Google Sheets systems that become a true single source of truth. Here’s what makes me different: I’m fast at understanding what you actually need, I follow instructions to the letter, and I don’t “fill in the gaps” with guesswork. I ask the right questions up front, build it properly, and deliver work that doesn’t require a long back-and-forth or endless revisions. If you want numbers you can trust and a system that stays accurate long after launch, I’ll build you something rock-solid, easy to maintain, and a little more fun than your average spreadsheet. 7x Certified Finance Professional: FMVA® | BIDA® | CMSA® | CBCA® | FPAP™ | FPWMP® | FTIP®

$80M+ in transactions closed. If you need institutional-grade investment banking or equity research - pitch decks that raise real capital, financial models built to Wall Street standards, M&A advisory, or institutional research - you're in the right place. I'm a CFA Charterholder and FRM with 12+ years running RedeFin Capital, a boutique investment banking and equity research firm. I previously served as Director of Capital Markets at one of South India's largest real estate developers. My work has been used by hedge funds, asset managers, and institutional investors across the US, Europe, and Asia - not produced for templates, but for live transactions. I also run Kedge Research, the proprietary institutional equity research arm of RedeFin Capital, delivering initiating coverage, M&A screening, sector notes, and blue books to global fund managers. WHAT I DELIVER: 📊 Pitch Decks & Investor Presentations - battle-tested decks used in actual fundraising rounds from seed to Series D 📐 Financial Models - 3-statement, DCF, LBO, SOTP, merger models built to institutional standards 🔍 Equity Research & Blue Books - initiating coverage, sector notes, and M&A target screening for hedge funds and asset managers 🤝 M&A Advisory - deal structuring, CIMs, teasers, valuation, and negotiation support 💼 Fundraising Strategy - investor targeting, outreach, and mandate management across equity, debt, and structured finance 📋 Business Plans & Feasibility Studies - for startups and growth-stage companies seeking bank or investor approval SECTOR COVERAGE: Technology, Real Estate, Energy & Utilities, Healthcare, Industrials, Consumer, Financial Services, SaaS, D2C, AgriTech PROOF: ✅ $80M+ closed across equity, debt, and structured transactions ✅ $500M+ active pipeline across current mandates ✅ 200+ pitch decks, financial models, and equity research reports delivered ✅ Client engagements with Piper Jaffray, Lake Street Capital Markets, and institutional investors globally ✅ CFA Charterholder | FRM | IIM Lucknow (MBA) | IIT Madras (B.Eng) | Bloomberg Champions Program ✅ International speaker at capital markets forums Scroll down to see portfolio case studies with real deliverables - actual transaction documents and research reports, not mock-ups. Message me with a brief description of your transaction, research, or project and I'll respond within a few hours. Let's move your deal forward.

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!

Hi! I’m Mallika, a finance professional with hands-on experience in building investor-ready financial models and delivering sharp business insights for startups and SMEs across SaaS, Real Estate, and E-Commerce. I support startups and businesses in fundraising, product launches, and budget optimization by building investor-ready financial models. Here is what i can help you with: • Build dynamic 3-statement models with growth & churn drivers • Create clear KPI dashboards (MRR, LTV, CAC, burn rate, etc.) • Analyze cash flows, margins, and unit economics • Set up or clean up your books in QuickBooks Online • Forecast revenue and expenses for confident decision-making So far, I’ve: Built a financial model for a SaaS startup to support pricing decisions Developed a full 3-statement model (with loan schedule, cap sheet, scenario & risk analysis) for a U.S.-based distribution company Analyzed a federal-level budget for a client Helped a food startup in Portugal evaluate pricing and expenses Created a deal sheet to assess a potential acquisition Built a model to evaluate market entry feasibility Consolidated financials across 3 countries for a multinational client