Hire the Best Financial Modelers

Most financial models don't fail because of Excel. They fail because the business logic behind them isn't clear. That's where I come in. For 13+ years, I've been turning business assumptions, operating plans, investment ideas and messy spreadsheets into financial models that actually hold together. I've completed 262+ Upwork jobs, earned $50K+, maintained a 100% Job Success Score and achieved Top Rated status. My work ranges from relatively simple forecasting models to complex businesses with multiple entities, revenue streams, financing structures, operating drivers and investor returns. I've built models for real estate, infrastructure, healthcare, SaaS, technology, hospitality, e-commerce, startups and other businesses. Sometimes I build from scratch. Sometimes I inherit a spreadsheet that has been patched together for years. Sometimes I start with nothing more than a pitch deck and a business idea. The objective is always the same: make the numbers explain the business. Revenue should have a reason. Costs should have a driver. Cash flow should make sense. Financing should flow through the model correctly. Returns should be traceable back to the underlying assumptions. I build 3-statement models, operating models, investment models, real estate models, project finance models, fundraising models, forecasts and automated financial tools. If your financial model needs to be built, rebuilt, challenged, simplified or made usable, that's the kind of work I do.

𝐇𝐞𝐥𝐩𝐢𝐧𝐠 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 𝐦𝐚𝐤𝐞 𝐬𝐦𝐚𝐫𝐭𝐞𝐫 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬 𝐭𝐡𝐫𝐨𝐮𝐠𝐡 𝐅𝐏&𝐀, 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐦𝐨𝐝𝐞𝐥𝐢𝐧𝐠, 𝐟𝐨𝐫𝐞𝐜𝐚𝐬𝐭𝐢𝐧𝐠, 𝐚𝐧𝐝 𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐛𝐥𝐞 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬. I help businesses improve financial visibility and make better decisions through FP&A, financial modeling, forecasting, and management reporting. 𝐀𝐬 𝐚𝐧 𝐅𝐏&𝐀 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐭, 𝐈 𝐬𝐮𝐩𝐩𝐨𝐫𝐭 𝐟𝐨𝐮𝐧𝐝𝐞𝐫𝐬, 𝐞𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞𝐬, 𝐚𝐧𝐝 𝐟𝐢𝐧𝐚𝐧𝐜𝐞 𝐭𝐞𝐚𝐦𝐬 𝐰𝐢𝐭𝐡: • Budgeting and forecasting models • Monthly financial reporting and KPI dashboards • Cash flow forecasting and scenario analysis • 3-statement financial models (P&L, Balance Sheet, Cash Flow) • Variance analysis (Actual vs Budget vs Forecast) • Profitability analysis and cost optimization • Investor and management reporting My experience includes building financial models for e-commerce businesses, real estate projects, healthcare companies, private investments, and growing SMBs. I combine accounting expertise with financial analysis to transform raw financial data into actionable insights. My goal is not only to report what happened, but to help you understand why it happened and what actions will improve future performance. I have worked with businesses using QuickBooks Online, Xero, Shopify, Amazon, Stripe, ERP systems, and other financial platforms to build accurate reporting and forecasting frameworks. If you need a finance partner who can help you plan, analyze, and drive better business decisions, I would be happy to support you. FP&A Analyst | Financial Planning & Analysis | Financial Modeling Expert | Budgeting | Forecasting | Financial Forecasting | KPI Reporting | Management Reporting | Financial Dashboards | Variance Analysis | Cash Flow Planning | Profitability Analysis | Scenario Analysis | Business Performance Analysis | Financial Projections | Microsoft Excel | Google Sheets

Financial models built the way investors read them, by someone who has sat on their side of the table. Ex-KPMG. CFA, CA, FRM. Top Rated Plus with 200+ financial models delivered, 4,800+ hours, and a 100% Job Success Score across startups, VC/PE funds and real estate. When a founder sends me a model, I already know what the analyst at the fund will check first: the assumptions that don't tie, the revenue build that can't be defended, the cash line that quietly goes negative in month 14. I build models that survive that review. What I deliver: - Investor-ready three-statement models for pre-seed to Series B fundraising - SaaS and subscription models covering MRR, churn, cohorts, CAC/LTV, runway and burn - DCF and valuation models for startups, funds and acquisitions - Real estate development and rental models with debt schedules, DSCR, IRR waterfalls and LP/GP splits - Cap tables, SAFE and convertible note modelling, dilution and option pool analysis - Scenario and sensitivity models for pricing, hiring and expansion decisions - Fund models, budget models and board reporting packs How I work: Scope first. Before I open Excel we agree what is in, what is out, and why each assumption exists, so there are no surprises at the end. No templates: the model follows how your business actually earns and spends. I use AI tools to speed up the build; the structure and judgement are mine. You get a clean, auditable model in Excel or Google Sheets that you can update yourself every month, not just once for the raise. I work independently. You always know who is building your model and exactly what you are paying for. 💬 Send me a short note on your business and what you are trying to figure out. I will tell you within a day whether I am the right fit and what it would take.

Hello! I am a CFA Charterholder and highly experienced former investment banker with 14 years of track record in finance, specializing in financial modeling, financial management, project finance and debt capital markets. Throughout my career, I have advised C-suite executives on key issues, including debt/equity fundraising, mergers & acquisitions, deal structuring and loan underwriting, financial management and investor relationship, etc. My primary sector expertise includes Retail, Real Estate, Renewable Energy, SaaS, and Manufacturing. Prior to consulting on Upwork, I served as a VP at a top investment bank in my country and as an Associate Banker covering renewable energy project finance loans at the European Bank for Reconstruction and Development (EBRD). I started my career as a financial auditor at KPMG. Detailed breakdown of my services: ➡️ CFO Services: FP&A (budgeting, KPI dashboards, unit economics); Cash Flow Optimization (liquidity forecasting, burn rate management), and Financial Strategy (growth plans, capital allocation, and scenario testing). ➡️ Real Estate: Financial models for the acquisition, development, and construction of multifamily, commercial, and mixed-use projects. These models support both equity investment decisions and debt underwriting. ➡️ Project Finance: Complex modeling for the construction, financing, and operation of renewable energy projects (Solar, Wind, BESS, and Hydro). Models include multiple operating and financing scenarios to support fundraising. ➡️ Company Valuation: Accurate estimation of enterprise and equity values using various methods, including Discounted Cash Flow (DCF), publicly traded comparables, and precedent transactions. ➡️ Private Equity: Leveraged Buyout (LBO) models used by PE firms to evaluate acquisitions, or by sell-side management teams to estimate the maximum price a PE firm would be willing to pay. ➡️ M&A Analysis: Modeling for M&A transaction evaluation. This includes consolidating financial statements, analyzing capital structure scenarios, and performing accretion/dilution analysis. You can find examples of my work in the portfolio section below.

Good financial information should do more than keep the books accurate. It should help business owners understand where they stand, what is driving performance, and what to expect next. I’m an Accountant with 4+ years of experience supporting entrepreneurs and growing businesses with accounting, financial reporting, tax compliance, and day-to-day financial operations. Alongside my accounting background, I have been developing my skills in financial analysis, budgeting, forecasting, and financial modeling through the FMVA® program and hands-on financial modeling practice. My goal is to combine strong accounting fundamentals with forward-looking financial analysis to help business owners better understand their numbers and make more informed decisions. ACCOUNTING & FINANCIAL REPORTING My experience includes: • Full-cycle accounting • Month-end and year-end closing • Financial statement preparation and review • Management reporting • Bank, credit card, AP and AR reconciliations • QuickBooks Online management and cleanup • Payroll accounting and remittances • Sales tax preparation and compliance • Accounts receivable and cash flow monitoring FINANCIAL ANALYSIS & MODELING I can also support projects involving: • Budgeting and forecasting • Cash flow forecasting • Financial statement analysis • Variance analysis • Profitability and margin analysis • Scenario and sensitivity analysis • Excel-based financial models • KPI and management reporting I’m particularly interested in projects where accounting data needs to be turned into clearer financial insights, forecasts, or decision-support models. CERTIFICATIONS & TOOLS • Financial Modeling & Valuation Analyst (FMVA®) • QuickBooks Online Advanced ProAdvisor • CPA Trainee — Tunisia • Excel & Financial Modeling • QuickBooks Online • Dext • TaxCycle WHO I WORK WITH I work with: • Entrepreneurs and business owners • Startups and growing companies • Small and mid-sized businesses • CPA and accounting firms • Businesses needing accounting and financial reporting support • Founders looking for budgeting, forecasting, or financial analysis support I’m comfortable working remotely with international teams. If you need someone with a strong accounting foundation who can also support financial analysis, forecasting, and modeling projects, I’d be happy to discuss your needs.

Chartered Management Accountant (CMA) & Public Finance Accountant (PFA) with 300+ completed projects, helping startups and established companies with Financial Modeling, Business Plans, Pitch Decks, Bookkeeping, M&A, Valuation, FP&A, and Financial Reporting. I work with startup founders, growing businesses, established companies, accounting firms, and PE/VC investors who need reliable financial analysis and decision-ready deliverables. My core services include: ◆ FINANCIAL MODELING & FP&A 3-statement financial models, 3–5 year forecasts, budgeting, cash flow forecasting, scenario and sensitivity analysis, unit economics, KPI dashboards, break-even analysis, and investor-ready financial projections. ◆ BUSINESS PLANS & PITCH DECKS Investor-ready business plans, feasibility studies, market and financial analysis, fundraising materials, pitch decks, financial narratives, and investor presentations. ◆ BOOKKEEPING, ACCOUNTING & TAX SUPPORT Bookkeeping cleanup, reconciliations, financial reporting, management accounts, P&L and balance sheet analysis, cash flow reporting, tax workpapers, supporting schedules, and tax-ready financial information. ◆ M&A, VALUATION & DUE DILIGENCE DCF valuation, comparable-company analysis, precedent transactions, M&A financial modeling, acquisition analysis, ownership succession, exit planning, cap tables, scenario analysis, due diligence, and transaction support. Selected experience includes: • M&A financial analysis for a U.S. law firm supporting ownership succession and exit-planning engagements • SaaS business valuation for Series A financing using multiple valuation approaches • Hardware + SaaS financial modeling covering revenue, cash flow, unit economics, scenarios, EBITDA, and dashboards • Investor-ready business plans, pitch decks, and financial projections • Feasibility and investment studies across multiple sectors • Bookkeeping cleanup and management financial reporting Industry experience includes SaaS, AI, Fintech, E-commerce, FMCG, Construction, Hospitality, Energy, and Professional Services. What clients value in my work: ✓ Clear and transparent financial models ✓ Strong Excel and financial analysis skills ✓ Investor-ready deliverables ✓ Detail-oriented execution ✓ Responsive communication ✓ Ability to translate complex financial information into practical business decisions Whether you need a startup financial model, business plan, investor pitch deck, bookkeeping support, business valuation, M&A analysis, or ongoing FP&A support, I can help turn your financial information into clear, actionable insights and decision-ready deliverables.