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💎 10 years+ Investment Experience with BlackRock and HSBC (Real Estate Focused) 💎 Closed $500m+ in Investment deals 💎 Closed $1bn+ in Capital Raised for Private Equity Funds 💎 Systems development to manage AUM of $10bn+ What I do ✅Financial modeling - Specialized in Real Estate | Real Assets. Company | Startups | Small Businesses ✅Data Analytics ✅Dashboard Visualization ✅Business Proposals ✅Investment Memos ✅Native English (Australian)

Raising capital? Managing runway? Building a financial model for investors, lenders, or strategic decision-making? I help startups, SMEs, and growing businesses build investor-ready financial models, forecasts, dashboards, and reporting systems that turn numbers into actionable business decisions. With 13+ years of experience and 250+ completed projects, I have supported companies across SaaS, healthcare, real estate, infrastructure, e-commerce, and professional services with: ✔ Financial Modeling & Forecasting ✔ FP&A (Financial Planning & Analysis) ✔ Cash Flow Forecasting & Runway Analysis ✔ Fundraising & Investor-Ready Models ✔ 3-Statement Financial Models ✔ SaaS Metrics (MRR, ARR, CAC, LTV, Churn) ✔ Budgeting & Strategic Planning ✔ Board & Investor Reporting ✔ Business Valuation & DCF Analysis ✔ KPI Dashboards & Management Reporting ✔ Excel, Power BI, Python & Reporting Automation Recent engagements have included fundraising models, board reporting frameworks, forecasting systems, valuation models, acquisition analysis, and automated reporting solutions that improve visibility into business performance and support strategic growth initiatives. Why clients work with me: • FMVA® Certified Financial Modeler • 13+ Years of Finance & FP&A Experience • 250+ Successful Projects Delivered • Top Rated Upwork Freelancer • Strong Focus on Accuracy, Transparency, and Business Impact Whether you need a robust financial model, ongoing FP&A support, investor reporting, or a strategic finance partner, I can help you build the financial clarity needed to make confident business decisions. Let's discuss your project.

Top Rated / 100% Job Success Score / CFA I'm the best deal you'll get in Upwork! Ask all my clients, they would agree. Don't know who to pick out of the 50 applications you get? Do you prefer financial modelers in the US because you feel like they're the best? Well I'm here to tell you that they likely are! But I'm equally as good! And cheaper! Perfect if you're on a budget. I'm one of the best-servicing financial modellers here in Upwork. As part of great customer service, changes, additional requests, polishing, and revisions will be free of charge. That's right! You will find that working with me will be painless! I communicate effectively and will get whatever you throw at me! Despite my affordable hourly rate, my product is luxurious. I create models that are easy to follow, work lightning fast, and my models are flawless. And when I mean lightning fast, I deliver my product immediately, within less than 1 day. Like Pizza hut, If it's late, it's free! Are you the client who: - Is in the business of Manufacturing, Services, E-commerce, Social Media, AI, SaaS, Fintech, Healthtech, Edtech, startup, SME, publicly traded or even a conglomerate? - Don't Understand how to make a financial model but need one for your startup business for better management or cash flow or attracting investors? I can help you! - Know how to make a financial model but don't have the time or do not want to do it yourself? I can help you! - Already has a financial model but need to update or review it? I can help you! - Real Estate Investor who wants a real estate model built? I understand it and can do it! I have access to rent rates and cap rates and all that stuff! - Do you want a pretty looking dashboard like the ones you see in google images to go along with your financial model? I can do it! I love designing - Do you want a cash flow model built that's not financial statements but for your business liquidity? I can do it! - Are you an investment banker or private equity firm that needs an analyst for a deal? I am the man for the job! Not a Woman! It's just a distraction! Are you the type of person who: - Wants to hire cheap freelancers but has high standards in work? Well my rate can be cheaper depending on our negotiations, as long as you will be a great client to me! I also take pride in my work so I always do my best! - Has Unlimited budget and don't want to take risks and waste their time? You will save a lot of money with me and can use that to buy yourself some nice things at Macy's or Amazon! - Something in the middle and looking for best value? Well that's my hourly rate! Best deal ever! If you need 3-statement models, Discounted Cash Flow (DCF), Scenarios, Sensitivity, Deal Assumptions, it's easy for me. I can even do Mergers and Acquisitions (M&A), Leveraged Buyouts (LBO), and Financial Analysis (Ratio Analysis and Industry Benchmarking) and even FP&A budgeting. I can do detailed revenue models, cost models too. Now, if you need something more challenging valuations and strategic analysis , I know what you're thinking. What does this guy know about that? I don't trust this guy to be able to do that for my business! I love marketing and can also do great market research now with the help of chatGPT. The challenge with startups forecasting is that their sales figures is so unpredictable with negative cash flows in the first few years, but I know how to utilize the AI creatively to come up with market research techniques that big corporates use to make investors convinced that your business will make it, not just price X volume or providing GDP % forecasts or assuming that sales will double every year. What sets me apart from other excel gurus is that I have the CFA charter, the globally recognized USA based gold standard education in Finance and Investment Industry. But so does everybody here in Upwork, right? Well I worked for a wall-street American M&A investment banker that moved in the Philippines for a year or so so I also have the kind of real-world experience that other freelancers here don't have. Just asking for your Shopping money in return. Instead of spending it at Macy's or Amazon, it would make you feel better if you give it to me! We both know that where I'm from that's a lot already, so I thank you in advance for hiring me. I'm available to work for you as soon as you hire me. 34 clients already got their money's worth, and counting. Will you be the next? :) Note: Recently I do lots of Valuation Reports so if you need one I can provide.

I do work for SMBs mainly in CPG, and PE-backed operators who need senior finance leadership in their corner, financial models, monthly reporting, cash flow visibility, and the analytical work that drives real decisions. 💡 Where I add the most value: Finance Function Oversight - Own monthly and quarterly close quality and timing - Define KPIs and the reporting cadence that drives accountability - Design board and investor reporting packages - Bring discipline and rhythm to founder-led finance teams Capital & Strategic Finance - Advise on capital structure, debt, and fundraising decisions - Financial narrative for investor and lender conversations - Set valuation logic and review modeling assumptions - Translate financial performance into strategic recommendations FP&A, Treasury & Decision Support - Manage the budgeting, forecasting, and variance cycle - Oversee cash flow, liquidity, and runway management - Advise on banking and treasury architecture - Partner with founders on pricing, margin, and unit economics 🏢 Industries I work in: CPG and e-commerce, senior living and assisted care, PE-backed operating companies, and technology and online marketplaces (I'm a Sr. Treasury Analyst at Upwork). I'm probably a strong fit if: - You need a financial leader to own the function, not another analyst to manage - You're heading into a lender, investor, or board conversation and need the numbers and the narrative right - You want financial reporting that explains the why and informs what to do next Send me a message and let's chat about what you're working on!

You have traction. You have a story. But when investors ask "walk me through your numbers" - you hesitate. I build the financial model that removes that hesitation. EY / EY Parthenon background. 1M+ finance professionals have used my templates. Now I build custom models for founders who need their numbers to perform - not just exist. What changes after we work together You walk into investor meetings knowing exactly how your numbers connect to your narrative. You answer "what happens if growth slows 20%?" without fumbling. You stop running your business on vibes and start seeing which levers actually move the needle. Your deck and your model tell the same story - because I build them to. Who this is for: Seed to Series A founders who have real traction but financials that don't reflect it yet. I work across industries, but I've built deep pattern recognition in SaaS and marketplace models specifically - the metrics, the benchmarks, and what investors in those spaces actually look for. Why me over other financial modelers: Most models you'll get are templates with your logo on them. Mine are decision tools - built around how your business actually works, stress-tested for the questions investors will ask, and structured so you can maintain them yourself long after we're done. What I deliver A custom financial model built around your business logic: 3-5 year monthly + annual projections (P&L, balance sheet, cash flow) Unit economics matched to your actual business model Scenario toggles to stress-test assumptions live Investor-ready outputs: ARR/MRR, cohorts, CAC/LTV, payback, burn multiple, runway Cap table + fundraising scenarios (SAFE, priced rounds) KPI dashboards you can update yourself For SMEs: budgeting, forecasting, and variance tracking built for decisions - not just reporting. What clients say "He took our initial financial model framework and significantly upgraded it - restructuring the revenue logic to better reflect our actual business plan and making the whole model much more flexible and easier to adjust going forward." - A.B. "He quickly understood my business and provided insightful suggestions that improved the model. Delivered within the agreed timeline. Truly highly recommend." - Micheal I. Ready to build smarter financials? Message me with a quick overview of your business and what you're trying to accomplish. I'll tell you if I can help - and how. Specialties: Startup Financial Model · SaaS Metrics · Marketplace Unit Economics · Investor-Ready Financials · Fundraising Model · Valuation · FP&A · Cap Table · Business Plan Financial Model, Financial Modeling, Financial Plan, Financial Projection, SaaS, Business Plan, Valuation, Financial Model Audit.

If you're a founder preparing for a raise, an operator running scenario planning, or a deal team underwriting an acquisition, you already know the model has to be right. Imprecise assumptions and poorly structured outputs don't just slow things down, they cost you credibility at the worst possible moment. I build financial models that founders can put in front of investors, operators can make real decisions from, and deal teams can defend in a room. Every model is assumption-driven, stress-tested, and built so you can update inputs and see the impact instantly without touching a formula. WHAT I BUILD: - Startup and growth models for seed through Series B raises - 3-statement integrated financial models and forecasts - Acquisition and buy-side underwriting models - Unit economics, cohort analysis, and LTV:CAC modeling - Rolling forecasts and cash runway models - KPI dashboards and executive reporting WHO I WORK WITH: Founders preparing for investor conversations, operators running growth and scenario planning, CFOs needing overflow modeling support, and deal teams underwriting acquisitions. I've supported numerous businesses across a wide range of industries but primarily specialize in AI, SaaS, D2C, services, and franchise verticals. HOW I WORK: I operate like an embedded finance partner: fast-moving, strategic, and data-driven. I return clean, client-ready deliverables on a tight timeline. Most engagements are up and running within 24 hours of scope confirmation and are ready for review within 72 hours. If your model needs to hold up in front of an investor, a board, or a buyer, let's talk.