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Struggling to make sense of complex financial data for strategic decisions? My name is Wilfredo, a CFA Level II passer with 𝟕+ 𝐲𝐞𝐚𝐫𝐬 in hedge fund research and M&A advisory, delivering actionable insights and robust financial models that drive growth and informed investments. 📈 𝐇𝐎𝐖 𝐈 𝐂𝐀𝐍 𝐇𝐄𝐋𝐏 𝐘𝐎𝐔 📊 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 Build custom financial models for investment evaluation, capital raising, and strategic planning. 📉 𝐌&𝐀 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 Assist with due diligence, deal modeling, and buy/sell-side transaction analysis. 📈 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 & 𝐄𝐪𝐮𝐢𝐭𝐲 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 Deliver comprehensive investment analysis and performance reviews across asset classes. 📊 𝐃𝐲𝐧𝐚𝐦𝐢𝐜 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝 𝐂𝐫𝐞𝐚𝐭𝐢𝐨𝐧 Design interactive dashboards using Excel, Power BI, or Tableau to monitor KPIs and business performance. 💰 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 Prepare clear, investor-ready pitch decks, reports, and fundraising documents. ============================================================================ 🌟 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 𝗦𝗔𝗬 🌟 ❝Wilfredo was a pleasure to work with. He was very diligent and responsive. I was impressed that Wilfredo came up with solutions and cool ideas to implement to the project. I would use Wilfredo again for future projects.❞ – William E. ❝Jun — you’ve done an excellent job on our specialized Excel projects. Your skills are clearly expert-level: you work quickly, build clean and reliable models, and consistently deliver exactly what’s needed. Communication has been regular and proactive throughout, with clear updates and thoughtful questions when requirements needed tightening. Most importantly, you complete work on time and to a high standard. I’d gladly hire you again and recommend you to anyone needing advanced Excel support.❝ - Chris D. ❝Wilfredo worked quickly and communicated well. He was able to review a financial model and make some helpful updates and comments.❞ – Lauren R. ❝Wilfredo is very smart and works quickly. The work was done perfectly and he made several adjustments that I asked for during the process. I definitely recommend him.❞ – Fahid Mustafa E. 🏆 Top Rated Plus Freelancer on Upwork 🎖 Chartered Financial Analyst Level II Passer 🎖 Financial Modelling and Valuation Analyst (FMVA) ============================================================================ 📊 𝗟𝗘𝗧'𝗦 𝗧𝗔𝗟𝗞 𝗙𝗜𝗡𝗔𝗡𝗖𝗘 Need expert financial analysis or a custom model to drive your business decisions? 𝗠𝗲𝘀𝘀𝗮𝗴𝗲 𝗺𝗲 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝘁𝗼𝗱𝗮𝘆 and let's unlock your financial potential together. I typically respond within 6 hours and am ready to support your project needs. 💼 𝐓𝐎𝐎𝐋𝐒 & 𝐓𝐄𝐂𝐇𝐍𝐎𝐋𝐎𝐆𝐘 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 • Excel (Advanced Financial Modeling) • Financial Modeling and Valuation Analyst (FMVA) • Equity Valuation Models 𝐃𝐚𝐭𝐚 𝐕𝐢𝐬𝐮𝐚𝐥𝐢𝐳𝐚𝐭𝐢𝐨𝐧 & 𝐁𝐈 𝐓𝐨𝐨𝐥𝐬 • Power BI • Tableau 𝐃𝐚𝐭𝐚𝐛𝐚𝐬𝐞𝐬 & 𝐐𝐮𝐞𝐫𝐲𝐢𝐧𝐠 • SQL 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐓𝐨𝐨𝐥𝐬 • Hedge Fund Research Platforms • Investment Banking Tools 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 & 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 • Chartered Financial Analyst (CFA) Level II Passer • Financial Modelling and Valuation Analyst 𝐒𝐨𝐟𝐭 𝐒𝐤𝐢𝐥𝐥𝐬 & 𝐌𝐞𝐭𝐡𝐨𝐝𝐨𝐥𝐨𝐠𝐢𝐞𝐬 • M&A Advisory Support • Due Diligence • Deal Execution • Investment Analysis • Scenario & Cost Optimization Analysis FP&A, Financial Modeling, Financial Analyst, Budgeting, Forecasting, Valuation, DCF, M&A, Investment Analysis, Due Diligence, Excel Expert, Power BI, KPI Dashboard, Cash Flow Forecasting, Strategic Finance

Detail-oriented and reliable Virtual Assistant with experience in social media management, customer support, online research, data entry, and e-commerce assistance. Skilled in managing customer communications, creating and scheduling social media content, conducting product and market research, and maintaining organized records and spreadsheets.

Hi, Carl here! A fantastic financial analyst who possessed deep interests in numbers and analysis. Just tell me everything about finance and my eyes will shine before the sunshine. A brief background on my work experience, I am currently working in Private Equity based in US and worked in various corporate finance roles such as capital fundraising, financial modeling, financial analysis and forecasting, pitchdecks, due diligence, and investment reports/presentations. With my experience in analysis of over 5,000+ properties and $1Bn+ managed funds in the real estate-tech industry, I am ready to take on new opportunities where I can offer my valuable expertise in the areas of finance, analytics, and visualization. I am currently looking for a full/part-time work with fixed hours per week/month. What I can offer you: - Financial Analysis - Financial Modeling - Excel data cleaning, manipulating, analysis, formatting, and visualization - Bookkeeping - Bank reconciliation - Streamline Excel process - Underwrite acquisitions and deals Industries I worked for: Multi-family residential real estate, self-storage, oil & gas, renewable energy, utilities, technology, education Tools I used: Excel, Google Sheets, Quickbooks Online (QBO), Yardi, Prorize, Stortrack, SiteLink/StorEdge So, what are you waiting for? Save your time and let me do the work for you. Rest assured that I will produce superb outputs and ideal results. Looking forward to working together in achieving superior returns. 😄

If your books are behind, messy, or unclear, I can fix, reconstruct, and transform them into accurate financial reports. Since 2018, I've spent my career as Senior Accountant in firms, managing the books for over 50 different companies. My expertise focuses on helping businesses make better decisions with reliable financial insights. My services include: • Bookkeeping and Financial Clean-up (QuickBooks, Xero, NetSuite, etc.) • eCommerce accounting (Shopify, Amazon, A2X, Online Stores) • Financial reporting (Balance Sheet, Profit and Loss, Cash Flows) • Financial analysis (Budgeting, Forecasting, Modeling) • Financial audits (audit support, workpaper preparation, transaction reviews) If your business needs to: ✔ Gain clarity over cash flow ✔ Detect errors before they become financial risks ✔ Make confident decisions backed by accurate reporting ✔ Keep your books organized, compliant, and audit and tax ready I can certainly help with all of the above. With 8+ years of experience in accounting and auditing, I’ve worked with companies that need both accurate books and efficient systems. I have helped businesses streamline their accounting and financial workflows using modern tools and automation. I have already assisted 50+ SMEs and large companies in performing accounting, auditing and financial analysis. I also help them to simplify and improve their processes. As a former Auditor, I systematically review financial reports to make them CPA/Audit/Tax ready. Aside from accounting, I transform data into financial insights in Excel. As your partner in business success, I regularly communicate various business risks and suggest on most appropriate response. To deliver quality service to my clients, I constantly adapt to relevant technologies. I have a proven record as a reliable and trustworthy accountant. I ensure that your financial information remains confidential. Feel free to send a message or job invite. Thank you for visiting my profile. 💼 WORK EXPERIENCE ✅ 8+ years of combined experience as an Accountant and Auditor based in the Philippines ✅ Worked with 50+ clients in PH, US, SG, AUS, etc. across various industries ✅ Streamlining accounting processes, ensuring accurate reporting, and minimizing costly errors ✅ Specialize in financial audits, risk management, and customized financial reviews to support informed decision-making 🧰 CORE SERVICES ✅ Monthly Bookkeeping for SMEs using QuickBooks, Xero, and more ✅Historical accounting books clean-up ✅Ecommerce Accounting (A2X, Amazon, Shopify) ✅ Financial Transaction Reviews ✅ Account Reconciliation – Bank, A/R, A/P, and credit cards ✅ Financial Reports – Balance Sheet, Profit and Loss Statement, Cash Flows ✅ Consolidated Financial Reports for multiple companies, departments, or operating segments ✅ Budgeting & Forecasting Models ✅ Profitability & Risk Analysis ✅ Tax Preparation 🔍 ADDITIONAL SERVICES ✅ Audit Support – Assistance with workpaper preparation and documentation of audit findings ✅ Data Analysis using Excel, Power BI & Python for data-driven insights ✅ App Integration to Accounting Software (Payments, E-commerce, etc.) ✅ Business Workflow Automation – using n8n, Make-com or custom Python codes 💻 TOOLS & SOFTWARE I commonly use ✅ For Accounting: QuickBooks | Xero | Oracle NetSuite | Dynamics365 ✅ For Dashboards, Data Analysis and Reports: Excel | Google Sheets | Power BI ✅ Office Management: Google Workspace | Microsoft Apps | Slack | Asana ✅ Workflow Automation: n8n | Make-com | OpenAI | Claude | Google AI Studio | LangFlow ✅ Programming language: Python | JavaScript | Microsoft VBA Best Regards, Paul 🧑‍💻

In working at different industry, it builds my skills to work efficient and effectively. As I work in a Fast-Food Industry it gives me a strength to communicate well with people, work efficient with quality and to work with the team. Then, after I graduated in college. I transfer to work in a bank as a clerk that also gives me an additional experience and skills. As a rural bank with a manual process/system I tent to make myself be organize and efficient in any way to provide good quality of service to the people and to the company. To enhance my knowledge and understanding in financial industry. I apply and have accepted as a financial analyst. This is a new experience for a BPO industry yet in finance. This mold my skills to communicate through emails, chats and calls to other people throughout the world. It gives me a chance to handle a team and manage delivery of reports. It's been 7 years now in finance industry and it mold me so much to what I am now. Below List is my Character at Work: 1. Keen to details. 2. Flexible 3. Easy to Couch on 4. Can communicate well 5. Can work with Minimal Supervision 6. Hard Working Person 7. Loves to work with people 8. Competent 9. Innovative 10. Loves to Learn new things Below are my skills/Service I can offer 1. Organize 2. By lingual 3. Proficient in MS office (Excel, Word and Pdf) 4. Can edit Images and Videos (Canva, Vegas pro and Photoshop) 5. Virtual Assistant 6. Can type efficiently 7. Manage FB Page 8. Create Ads 9. SQL 10. Manage Emails 11. Can Design T-shirts, Logo, Mug etc. 12. Data Entry 13. NETSUITE If you want to work with me. Contact me anytime.

Experienced Customer Service Representative | 5 Years in BPO | 2 Years on UpWork | Looking for a skilled customer service professional with 5 years of BPO experience? I specialize in delivering efficient, empathetic support that enhances customer satisfaction and loyalty. Highlights of my expertise: Resolving inquiries and complaints across phone, email, and live chat. Providing technical support and detailed product/service information. Excelling in fast-paced environments while adhering to company protocols. With proven success in improving metrics like response time and customer satisfaction, I bring strong communication skills, attention to detail, and CRM proficiency to every interaction. Let’s connect to discuss how I can elevate your customer support!