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I’m a Financial Analyst with 2+ years of hands-on experience specializing in Real Estate Financial Modelling and Multifamily Underwriting. I help investors, developers, and asset managers make smarter, data-backed decisions through clear, accurate, and institutional-grade financial models. With a strong foundation in finance and having cleared CFA Level III, I bring analytical depth, attention to detail, and a structured approach to every engagement. ✅ My Core Services A. Real Estate Financial Modeling & Underwriting (Multifamily Specialist) - Development & acquisition models - NOI forecasting - Debt financing schedules - Levered cash flows, IRR, equity waterfalls - Sensitivity analysis and scenario planning B. Capital Budgeting & Corporate Finance - IRR, NPV, payback analysis - Deal evaluation and investment feasibility C. Equity Research & Financial Modelling - DCF, Relative Valuation, FCFF/FCFE - Financial statements analysis - Equity and industry research reports D. Presentations & Investor Materials - Investor decks - Company & product profiles - Clear, professionally designed financial presentations Clients appreciate my ability to break down complex financial logic, build easy-to-follow models, and communicate insights in a structured, decision-ready format. If you need a reliable, detail-oriented analyst who can deliver high-quality financial models and research, I’d be happy to help.

$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.

I am a certified Financial Modeling & Valuation Analyst (FMVA®) and Professional Risk Manager (PRM) with experience in Banking and Risk Management. Do you need a reliable financial model for your project? I can make sure you obtain precise financial projections according to the current best practices. I develop 3-Statement, Discounted Cash Flow, Comparable Analysis, Real Estate, M&A, LBO Models and, also, deliver high quality Business Plans. I will tailor the models to the specific needs of your project, considering the strategy of your company and your line of business.

I have 9 years of experience in Financial Analysis, Financial Modeling, and Financial Projections, helping businesses make informed decisions and achieve sustainable growth. My background combines strong expertise in Budgeting, Forecasting, FP&A, and Valuation, supported by hands-on experience with QuickBooks, Xero, SAP, Oracle, Power BI, and Tableau. I am a Chartered Financial Analyst (CFA, USA) and Chartered Accountant Affiliate with a BS (Hons) in Accounting and Finance. My professional journey includes roles at KPMG Dubai, multinational banks, and asset management firms. Over the years, I have built investor-ready financial models, prepared financial statements under US GAAP and IFRS, and developed strategic insights for clients across SaaS, Tech, Fintech, Oil & Gas, Construction, Real Estate, Textile, Manufacturing, and FMCG industries. I specialize in delivering accurate, easy-to-understand models and dashboards that drive business decisions. My Core Services Include: • Financial Modeling, Forecasting, and Projections • Business Valuation, Company Valuation, and Investment Analysis • Financial Planning and Analysis (FP&A) • Budgeting, Cost Analysis, and Cash Flow Forecasting • Real Estate Financial Modeling and Property Valuation • Financial Reporting and Accounting Review • Scenario and Sensitivity Analysis for Decision Support • Investor Pitch Decks, Business Plans, and Startup Financial Models So far, my work has helped clients secure more than $2 million in funding globally. Let’s connect. I offer a free consultation to discuss your project and create a financial model tailored to your goals.

✅ I’m a Top Rated Excel, Google Sheets, Power BI, and Automation Specialist on Upwork with more than 30 5-star reviews and overwhelmingly positive client feedback. ✅ I’ve helped business owners, finance teams, and operations managers automate reporting workflows, build KPI dashboards, and create reliable data systems that save hours of manual work every week. ⭐ Here’s what I can bring to your project ⭐ ✅ Advanced expertise in Excel, Power BI, Power Query, VBA, and Google Sheets Automation ✅ Strong experience building automated dashboards and reporting systems for finance, sales, and operations ✅ Ability to transform raw data into clear business insights and executive-ready dashboards ✅ Expertise in multi-currency financial models, P&L tracking, budgeting, and forecasting ✅ Advanced data cleaning, consolidation, and workflow automation using Power Query & VBA ✅ Experience integrating CSV exports, APIs, CRMs, and multiple data sources into one reliable system ✅ Fast communication and highly responsive project support throughout the engagement ✅ Someone who genuinely focuses on delivering value, clarity, and long-term solutions ⭐ Why clients choose me over other freelancers ⭐ ✅ Client-Focused Approach: I prioritize delivering practical solutions that save time, improve accuracy, and simplify operations. ✅ Over-Delivering: I consistently go beyond expectations by improving structure, usability, and automation opportunities within every project. ✅ Responsiveness: I maintain clear communication and provide regular updates to keep projects moving smoothly. ✅ Problem-Solving Mindset: I enjoy solving complex spreadsheet and reporting challenges with efficient, scalable systems. ✅ Reliability: Clients trust me to build organized, maintainable files that continue working long after project delivery. 🏆 Reviews & Feedback from Clients 🏆 ⭐⭐⭐⭐⭐ “Romani was an absolute pleasure to work with and exceeded every expectation we had for this project. He helped us successfully build both...” ⭐⭐⭐⭐⭐ “Excellent professional worker — resolved all issues and successfully completed the project. Very responsive and was happy to fix an issue...” ⭐⭐⭐⭐⭐ “Romani is very solution oriented and communicates clearly throughout the process. He shows strong patience and a calm approach...” ⭐⭐⭐⭐⭐ “Wonderful work and service from Romani. Would hire again with no hesitation. Thank you so much, Romani!!” ⭐⭐⭐⭐⭐"10/10 – My go-to expert for anything Excel! I look forward to working with you again" 🛠️ Core Tools & Technologies Excel • Google Sheets• Financial Modeling • Power Query • VBA • Google Apps Script • Tableau • Power BI •Dashboard Design • KPI Tracking • Data Cleaning • Automation • Reporting Systems • Looker Studio • Data Visualization

Need a CFA-certified financial modeler, with hands-on CFO experience building real finance functions from scratch, to help you raise capital, forecast growth, and make smarter decisions? You're in the right place. 📌 About Me With 10+ years in finance — including roles as Finance Manager, Financial Modeler, and Analyst at a leading asset management firm ($2B+ AUM), and most recently as CFO of an AI-driven biotech SaaS company (~$4M ARR, US & UK operations) — I don't just build models. I've lived inside the numbers, built the systems, and used the outputs to drive real business decisions. I specialize in clean, decision-ready financial tools: forecasting models, investor-grade dashboards, SaaS KPI frameworks, and valuation frameworks — built for founders, boards, and investors who need clarity, not spreadsheet noise. What makes me different: I've built production-grade, fully automated finance stacks (Supabase, PostgreSQL, Python, API integrations) and leveraged AI-assisted development to compress what normally takes a team into fast, finance-led execution. 💼 Services I Offer: ✔ 3-statement financial modeling (P&L, CF, BS, ratios, charts) ✔ Pro forma projections & forecasting ✔ Valuation modeling (DCF, comps, precedents) ✔ DCF, IRR & capital budgeting (NPV, payback, PI) ✔ SaaS KPI frameworks (MRR, ARR, ARPU, Churn, CAC, LTV, cohort analyses) — fully automated ✔ Investor-grade reporting packs & board-ready dashboards ✔ Marketing finance & channel analytics (ROAS, CAC by channel, conversion funnels) ✔ Dynamic dashboards (Excel, Google Sheets, Power BI) ✔ Investment risk & performance analysis (Sharpe, alpha, drawdown, etc.) ✔ Scenario & sensitivity modeling (base, bear, bull) ✔ Cap table modeling (dilution, ownership) ✔ Return distribution modeling (LP/GP, equity waterfalls, hurdle, promote) ✔ Multi-entity consolidation & FP&A (budgeting, rolling forecasts, variance analysis) 💡 Industries I've Worked With: - SaaS & AI/biotech startups - eCommerce - Real estate & investment firms - Manufacturing & servicing companies - Traditional investments & wealth management - Crypto asset management - Healthcare & private medical practices 🤝 Ready to build something that drives real decisions? Let's talk — I respond quickly and deliver with clarity, precision, and professionalism.