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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

𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 & 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴 𝗲𝘅𝗽𝗲𝗿𝘁 helping startups and businesses make data-driven decisions through Excel-based financial models, bookkeeping, financial projections, business plans, and market research that investors and founders trust. Hi, I’m 𝗦𝗵𝗮𝗺𝗶𝘁𝗵, a 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗻𝗮𝗹𝘆𝘀𝘁 𝗮𝗻𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁 with strong expertise in Microsoft Excel, financial analysis, bookkeeping, and business planning, helping startups, SMEs, and growing businesses turn numbers into clear business decisions. I support clients who need accurate financial data, structured models, and professional financial writing—not just spreadsheets, but insights that drive action. 𝗜 𝗱𝗼𝗻’𝘁 𝗷𝘂𝘀𝘁 𝗰𝗿𝘂𝗻𝗰𝗵 𝗻𝘂𝗺𝗯𝗲𝗿𝘀—I turn financial data into business decisions. I help startups, SMEs, and growing businesses plan, forecast, and optimize their finances using Excel-based financial models, projections, and analysis that investors and founders trust. 𝗜 𝗳𝗼𝗰𝘂𝘀 𝗼𝗻 𝘄𝗵𝗮𝘁 𝗿𝗲𝗮𝗹𝗹𝘆 𝗺𝗮𝘁𝘁𝗲𝗿𝘀: clarity, accuracy, and actionable insights. My work goes beyond spreadsheets—I create financial structures, business plans, and reports that guide growth, attract investors, and make complex numbers easy to understand. ✅ 𝗪𝗵𝗮𝘁 𝗜 𝗖𝗮𝗻 𝗛𝗲𝗹𝗽 𝗬𝗼𝘂 𝗪𝗶𝘁𝗵 ✅ Financial Analysis – performance analysis, ratio analysis, trend analysis ✅ Financial Modeling – Excel models, forecasting, scenario & sensitivity analysis ✅ Financial Projections – revenue, cost, cash flow & profitability forecasts ✅ Bookkeeping & Data Entry – clean, structured, and audit-ready financial data ✅ Business Plans – investor-ready business plans with financial models ✅ Business Analysis & Market Research – data-driven insights for decision-making ✅ Data Analysis & Data Visualization – clear dashboards and reports in Excel ✅ Startup Consulting – financial structure, planning, and growth support ✅ Financial & Content Writing – professional financial reports and explanations 🛠 𝐓𝐨𝐨𝐥𝐬 𝐈 𝐔𝐬𝐞: ✔ Microsoft Excel (advanced formulas, models, dashboards) ✔ Financial Modeling & Financial Projection ✔ Financial Analysis & Business Analysis ✔ Accounting & Bookkeeping ✔ Data Analysis, Data Entry & Data Visualization 𝐒𝐤𝐢𝐥𝐥𝐬 𝐚𝐧𝐝 𝐄𝐱𝐩𝐞𝐫𝐭: ✔ Financial Analysis and Modeling ✔ Budgeting and Forecasting ✔ Investment Management ✔ Cash Flow Optimization ✔ Risk Management ✔ Financial Reporting ✔ Budgeting & Cost Control ✔ Financial Reporting & Analysis ✔ Financial modeling ✔ Investment analysis ✔ Financial Reporting ✔ Investment Manager ✔ Investment Analyst ✔ Investor Pitch Deck ✔ Financial Analysis & Valuation ✔ Microsoft Excel ✔ Fractional CFO ✔ Financial Modeler ✔ Business & Financial Analyst ✔ Financial Management/CFO ✔ CFO Financial Modeler ✔ CFO Financial Analyst ✔ Valuation Expert ✔ Accounting & Taxation ✔ Financial model ✔ Financial Planning ✔ Fundraising ✔ CMA | CFA candidate ✔ Business Valuation and Forecasting ✔ Private Equity ✔ Business plan & Deck ✔ Market Research ✔ Company Valuation ✔ Tax Preparation 🎯 Why Clients Choose Me Clear, structured, and easy-to-understand financial outputs Strong focus on accuracy, logic, and business relevance SEO-optimized, professional financial documentation Reliable communication and on-time delivery If you’re looking for a detail-oriented financial professional who understands both numbers and business context, let’s discuss how I can support your project. 📩 Message me to get started.

🏦 10+ Years CFO & KPMG Financial Advisory Experience 💼 Top Rated Plus Freelancer on Upwork 🙌🏽 200+ Clients Helped 🚀 3x Entrepreneur I am a Chartered Financial Analyst (CFA, USA) and Chartered Accountant Affiliate with over 10 years of experience in Financial Analysis, Financial Modeling, Financial Projections, Forecasting, and Corporate Finance. I help startups, SMEs, and established businesses make data-driven decisions, improve profitability, and achieve sustainable growth. My professional background includes experience with KPMG Dubai, multinational banks, asset management firms, and consulting engagements across various industries. I have successfully delivered investor-ready financial models, valuation reports, budgeting frameworks, forecasting models, and strategic financial insights for clients worldwide. I possess strong expertise in Financial Planning & Analysis (FP&A), Business Valuation, Budgeting, Cash Flow Forecasting, Investment Analysis, and Corporate Finance Strategy. My technical skills include QuickBooks, Xero, SAP, Oracle, Power BI, Tableau, and advanced Excel financial modeling. Throughout my career, I have worked with businesses in SaaS, Technology, Fintech, Oil & Gas, Construction, Real Estate, Manufacturing, Textile, FMCG, Healthcare, E-commerce, and Professional Services sectors. Core Services: • Financial Analysis and Business Performance Review • Financial Modeling and Financial Projections • Budgeting, Forecasting, and FP&A • Corporate Finance and Strategic Planning • Business Valuation and Investment Analysis • Cash Flow Forecasting and Scenario Analysis • Real Estate Financial Modeling and Property Valuation • Three Statement Financial Models (Income Statement, Balance Sheet, Cash Flow) • Startup Financial Models and Investor Presentations • Business Plans and Fundraising Support • KPI Dashboards and Management Reporting • Accounting Review and Financial Reporting under US GAAP and IFRS Why Clients Work With Me: • 10+ years of finance and consulting experience • CFA (USA) and Chartered Accountant Affiliate • Expertise in Corporate Finance, Financial Analysis, and Financial Modeling • Industry experience across multiple sectors • Clear, accurate, and easy-to-understand financial models • Strong communication and commitment to deadlines My work has helped clients secure more than $2 million in funding globally and improve the quality of their financial decision-making. If you need support with Financial Analysis, Financial Modeling, Financial Projections, Forecasting, Budgeting, Valuation, FP&A, or Corporate Finance, let's connect. I offer a free consultation to discuss your project and build a solution tailored to your business goals.

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

Most financial models look fine until someone checks them properly. On a recent build, the revenue engine was producing 30% more than the company had actually reported — the gap had been plugged into an "other revenue" line, so history tied while the forecast compounded the error every year. I build DCF valuations, three-statement models and driver-based forecasts — and I review models built by others, which is where an audit background earns its keep. 4+ years in equity valuation and financial analysis, currently completing an MSc in Global Risk Management at JLU Giessen.

Clear financial decisions start with reliable numbers, a model you can trust, and a clear view of cash flow. I help founders, growing businesses, and finance teams turn financial data into practical financial models, cash flow forecasts, budgets, management reports, and Excel-based decision tools. I also work with QuickBooks Online and Xero to clean, reconcile, and organize accounting data so your reporting, forecasting, and financial decisions are built on reliable numbers. My goal is simple: Give you clear financial visibility, better control over cash, and financial models you can actually use to make decisions. WHAT I CAN HELP YOU WITH ✅ Financial Modeling & Forecasting • P&L, Cash Flow, and Balance Sheet models • Financial projections • Budgeting and rolling forecasts • Budget vs. actual analysis • Revenue, cost, margin, and profitability models • Scenario and sensitivity analysis • Driver-based forecasting models ✅ Cash Flow Forecasting • 13-week cash flow forecasts • 12-month rolling cash flow models • Cash runway and liquidity planning • Working capital forecasting • Base-case, upside, and downside scenarios • Actual vs. forecast tracking ✅ QuickBooks Online & Xero • Cleanup and catch-up work • Bank and account reconciliations • Transaction review and categorization • P&L and Balance Sheet reporting • Month-end financial reporting • Management reporting • Preparing clean accounting data for forecasting and analysis ✅ Excel & Google Sheets • Automated financial models • Forecasting and budgeting templates • Financial dashboards • KPI and management reporting tools • Model cleanup, repair, and improvement • Custom spreadsheet systems • Formula and reporting automation ✅ Financial Reporting & Dashboards • Management reporting packs • KPI dashboards • Budget vs. actual and variance analysis • Profitability reporting • Financial and operational performance tracking • Power BI financial dashboards TYPICAL PROJECTS I WORK ON • Financial models for startups and growing businesses • Cash flow forecast and liquidity models • Budgeting and forecasting systems • P&L and profitability models • QuickBooks and Xero cleanup and reporting • Management reporting packs • Excel financial dashboards • Scenario and sensitivity models • Existing financial model review and repair • Power BI financial and KPI reporting I am Top Rated with a 100% Job Success Score on Upwork. My recent work includes a multi-entity cash flow model with multiple moving parts, financial forecasting and reporting systems, QuickBooks reconciliation, Xero-based financial reporting, financial statement preparation, Excel and Google Sheets systems, and Power BI KPI dashboards. Clients have highlighted my responsiveness, professionalism, communication, proactive approach, and commitment to quality. One client described my cash flow modeling work as exceptional and noted that it was delivered well ahead of schedule. I hold an MBA and an MCom in Accounting & Finance, with additional training and certifications in QuickBooks Online and Power BI. WHAT YOU CAN EXPECT ✅ Clear and well-structured financial models ✅ Transparent formulas and assumptions ✅ Accurate and practical financial reporting ✅ Models that are easy to understand and update ✅ Reliable communication and progress updates ✅ Strong attention to accuracy, usability, and business decisions Whether you need a financial model, cash flow forecast, budgeting system, Excel reporting tool, QuickBooks cleanup, Xero reporting, or financial dashboard, send me a message with your current files and requirements. I can review what you have and recommend the most practical way forward.