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  • $75 hourly
    • 4.9/5
    • (118 jobs)
    With over 15 years of experience and recognition as a Top 1% Expert-Vetted Freelancer on Upwork, I am your trusted partner in turning visions into victories. From crafting compelling business plans to building financial models that investors can't ignore, I specialize in delivering results that matter. 🎯 Here’s What I Bring to the Table: - Strategic business planning that drives growth. - Feasibility Studies/Market Research - Investor-ready pitch decks that captivate and persuade. - Tailored business proposals designed to win. - Financial Modeling - Expert Virtual CFO services for seamless financial leadership. Having empowered over 200 companies worldwide, I’ve consistently transformed ideas into success stories, setting benchmarks for excellence along the way. Let's create something extraordinary together! 🚀 What sets me apart? Beyond the top-tier ranking, I hold the prestigious Expert-Vetted status on Upwork—an accolade whispered about in large enterprises. It's an exclusive nod to my prowess, visible only to those seeking the absolute best. I don't just crunch numbers; I orchestrate financial symphonies, turning complexities into opportunities. —let's redefine success together.
    Featured Skill Financial Modeling
    Pitchbook
    Business Plan Writing
    Pitch Deck
    Financial Model
    Feasibility Study
    Executive Summary
    Financial Analysis
    Business Plan
    Startup Consulting
    Business Planning & Strategy
    Business Services
    Business Proposal Writing
    Market Research
    Business Analysis
  • $125 hourly
    • 5.0/5
    • (33 jobs)
    Hi there, You sit across from me, the uncertainty clear. "I need to raise funds, but my projections are off," you say. I nod; this is common—and solvable. Together, we'll build a compelling story for investors, backed by precise cash flow projections and a clear funding strategy. With my guidance, your pitch will be strong, focused, and ready to impress. I'm Karthikeyan, a Fractional CFO with 18+ years in Corporate Finance, Financial Modeling, and Strategy. I specialize in helping founders and business owners, particularly in SaaS and tech, achieve real ROI from finance. Excited to connect!
    Featured Skill Financial Modeling
    Budget Planning
    SaaS
    Financial Management
    Alteryx, Inc.
    Financial Reporting
    Financial Planning
    Startup Consulting
    Management Information System
    Xero
    Company Valuation
    Microsoft Power BI
    Financial Analysis
    GAAP
    Intuit QuickBooks
  • $50 hourly
    • 4.9/5
    • (5 jobs)
    With over 12 plus years of experience as a financial analyst, I specialize in creating dynamic, data-driven financial models in Excel, performing advanced valuations, and delivering insights that drive decision-making. I've worked with a variety of clients—ranging from VC-backed startups to global corporations—in industries such as FinTech, SaaS, Ecommerce, Manufacturing, Logistics, and Energy Financial Modeling: Built 1,000+ complex models across sectors, including 3-statement models, discounted cash flow (DCF) analyses, scenario planning, and sensitivity analysis. My models have supported projects raising over $1 billion in debt and equity funding. Valuation Expertise: Extensive experience with valuation techniques like comparable company analysis (CCA) and precedent transactions. I understand how to align valuations with market dynamics and business goals, ensuring my models meet professional and investment standards Excel Mastery: Advanced skills in Excel, including VBA macros, dynamic dashboards, data visualization, and complex formula structuring, allow me to deliver highly accurate and user-friendly models. Service Approach: I aim to build models that provide clear insights into your business’s pricing, operations, and growth potential. Each model is uniquely tailored, with attention to the specific drivers of your industry and business. FAQs: Q: Do you build 3-statement models? A: Yes! My models are designed to balance all three financial statements, ensuring accuracy and quality control. Q: Can you modify an existing model? A: I recommend building new models from scratch for quality and efficiency, though existing models can be helpful for identifying key inputs. If you're looking for a financial model that’s tailored to capture your business’s potential, I'd be excited to help!
    Featured Skill Financial Modeling
    FinTech
    Fundraising
    Cryptocurrency
    Financial Accounting
    SaaS
    Accounting
    Pitch Deck
    Management Consulting
    Financial Projection
    Startup Consulting
    Business Plan
    Business Valuation
    Microsoft Excel
    Financial Analysis
  • $60 hourly
    • 4.9/5
    • (328 jobs)
    ✅Nothing makes me more excited than my clients having a success story to be told!✅ 🏆 Top Rated Upwork Financial Consultant 💼 170+ Delivered Jobs 🕓 1000 + Worked Hours ⭐ 5-Star Feedback (Mostly) 💯 100% Job Success Score My brand is of utmost importance to me. My brand is not a logo. My brand is the promise I make, the expectations my clients have and what I stand for. I don't only sell services, but I also sell an experience; the experience of interacting together, an everlasting support for the piece of work I did, and a new friendship. I have more than 7 years of experience in making Business Plans, Financial Plans, Researches, Business Valuations, and other financial services. Clear, concise and effective Business Plans and Financial Plans based on your organizational goals and funding needs that match the funders’ expectations and for your long-term needs. I hold an MBA degree, and Top Executive Education from IMD business school (Switzerland); a top business school in Europe. I am also PMP certified and have extensive project management experience. My areas of expertise are (but not limited to): * Finance: Financial Forecasting / Financial Projections / Financial Modeling / Financial Planning / Business Valuation * Strategy: Marketing Strategy / Pricing Strategy / Business Plans / Strategic Plans / Marketing Plans * Business Process Management and Optimization. I love optimizing online businesses. * Analytics & Research: Market Research / Financial Analytics * LinkedIn Contacts and Market Research. * Project Management This includes an in-depth review of your organization to effectively communicate your vision, mission, and strategies. I will give you a business plan that will include real human market intelligence gathering, Professional Design, and a well-researched document. My submissions will help you close that financing deal with your Bank or possibly Private Equity Investors. I am results-driven, very task-oriented and can deliver you solutions for all what makes you sleepless and challenges you in your business, whether you are a start-up, small or medium-sized business, or having a growth and expansion plan. Proficient in budgeting, operations management, long-term planning and finance and holds a track record of achieving and exceeding profitability expectations and shareholder return. 1) Financial Plan, Budgeting & Forecasting, Proforma Financial Statement: I will provide you a dynamic 5 years financial model on Excel. Using that model, you will able to control the whole model. Means if you change the variable in the assumptions, the rest will change automatically. Mean I will provide you a "Dynamic Financial Model". I will also tell you where to change data. This Financial Model will contain Yearly and Monthly Financial Statement (PnL Statement, Balance Sheet, Cash Flow), Revenue & Expense Projection, Working Capital, Capex, Ratio Analysis, Break Even Analysis, Valuation, etc. 2) Business Plan Writing & Development: I will help you optimize your strategy, research and analyze your market and competitive position, and create a clear and compelling business plan to articulate your opportunity. I don't use a cookie-cutter business plan template – I develop all of my business plans from scratch to ensure we tell your unique story in the most compelling way possible 3) Business Plan Review: If you have already written your plan, we can provide an objective third party critique before you send it to investor 4) Presentation Design: Clean, clear presentations are crucial, whether you are seeking capital, partners, customers, or employees. We'll help you design a crisp presentation and coach you on how to deliver it in an engaging way. 5) Grant Writing and Program Development Strategic support to improve impact. This may include developing business plans and governance structures for enhanced organizational structuring or developing a strategy for program expansion. I can also help you identify and facilitate partnerships with similar organizations in your field. 6). Financial Analysis A Quantitative and Qualitative analysis which includes PEST Analysis, SWOT Analysis, Business Competitiveness Analysis, Economic Analysis. For qualitative analysis- I will do Vertical and Horizontal Analysis, Dupont Analysis, Ratio Analysis (Profitability, Competitiveness, Management Efficiency, Liquidity, Solvency, Capital Structure, Return to Investor)
    Featured Skill Financial Modeling
    Corporate Finance
    Process Improvement
    Business Process Reengineering
    Business Process Modeling
    Financial Management
    Financial Analysis
    Business Plan
    Business Analysis
    Strategic Plan
  • $20 hourly
    • 4.9/5
    • (13 jobs)
    𝐓𝐨𝐩 𝐑𝐚𝐭𝐞𝐝 𝐟𝐫𝐞𝐞𝐥𝐚𝐧𝐜𝐞𝐫 𝟏𝟎𝟎% 𝐉𝐨𝐛 𝐒𝐮𝐜𝐜𝐞𝐬𝐬 𝐒𝐜𝐨𝐫𝐞 (𝐉𝐒𝐒) 𝟕𝟓𝟎+ 𝐡𝐨𝐮𝐫𝐬 𝐰𝐨𝐫𝐤𝐞𝐝 𝐀𝐯𝐚𝐢𝐥𝐚𝐛𝐥𝐞 𝟐𝟒/𝟕 Are you looking for a highly skilled Financial Analyst and Accountant to manage your bookkeeping, financial reporting, budgeting, and cash flow management? I specialize and certified in QuickBooks Online & Xero, ensuring accurate bookkeeping, accounting, budgeting and cost optimization for businesses in the USA and Canada. With expertise in financial planning, forecasting, and reconciliation, I help businesses maintain clean books, maximize profitability, and improve cash flow. My Core Services: ✅ 𝑩𝒐𝒐𝒌𝒌𝒆𝒆𝒑𝒊𝒏𝒈 & 𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈 – I handle complete bookkeeping services using QuickBooks Online, Xero, and other accounting software, ensuring your financial records are accurate, organized, and up to date. This includes transaction categorization, ledger maintenance, adjusting entries, and monthly closing to keep your books clean and audit-ready. ✅ 𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝑹𝒆𝒑𝒐𝒓𝒕𝒊𝒏𝒈 & 𝑨𝒏𝒂𝒍𝒚𝒔𝒊𝒔 – I provide detailed Profit & Loss Statements, Balance Sheets, and Cash Flow Statements, helping you track financial health, identify trends, and make informed business decisions. I also conduct variance analysis to compare actual vs. budgeted performance. ✅ 𝑩𝒖𝒅𝒈𝒆𝒕𝒊𝒏𝒈 & 𝑭𝒐𝒓𝒆𝒄𝒂𝒔𝒕𝒊𝒏𝒈 – I assist in developing realistic financial budgets and projections, ensuring your business stays on track with expenses, revenues, and profitability goals. I use historical data and financial models to create forecasts that help with strategic planning and investment decisions. ✅ 𝑩𝒂𝒏𝒌 & 𝑪𝒓𝒆𝒅𝒊𝒕 𝑪𝒂𝒓𝒅 𝑹𝒆𝒄𝒐𝒏𝒄𝒊𝒍𝒊𝒂𝒕𝒊𝒐𝒏 – I ensure all bank and credit card transactions match with accounting records, identifying and correcting any discrepancies. This helps prevent errors, detect fraud, and maintain accurate cash flow records for better financial management. ✅𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒔 𝑷𝒂𝒚𝒂𝒃𝒍𝒆 & 𝑹𝒆𝒄𝒆𝒊𝒗𝒂𝒃𝒍𝒆 𝑴𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 – I streamline vendor payments and customer invoicing, ensuring timely payments and collections. I help maintain healthy cash flow, avoid late payment penalties, and improve working capital by tracking outstanding receivables and payables efficiently. ✅ 𝑻𝒂𝒙 𝑷𝒓𝒆𝒑𝒂𝒓𝒂𝒕𝒊𝒐𝒏 & 𝑪𝒐𝒎𝒑𝒍𝒊𝒂𝒏𝒄𝒆 – I assist in sales tax, income tax, and payroll tax calculations, ensuring compliance with IRS regulations. ✅ 𝑷𝒂𝒚𝒓𝒐𝒍𝒍 𝑷𝒓𝒐𝒄𝒆𝒔𝒔𝒊𝒏𝒈 – I manage payroll calculations, deductions, and employee payments, ensuring accuracy and timely salary disbursements. I also handle payroll tax filings, benefits tracking, and compliance with employment regulations in the USA & Canada. With my detail-oriented approach and commitment to accuracy, I help businesses stay financially healthy and compliant, allowing you to focus on growing your business. 📩 Let’s connect and streamline your finances today! 🟢 if you're sold and think we're a 𝙜𝙤𝙤𝙙 𝙛𝙞𝙩.. 💬 Drop a 𝙥𝙚𝙧𝙨𝙤𝙣𝙖𝙡𝙞𝙯𝙚𝙙 𝙢𝙚𝙨𝙨𝙖𝙜𝙚 and let me know 📞 When would the best time be for a 𝘿𝙞𝙨𝙘𝙤𝙫𝙚𝙧𝙮 𝘾𝙖𝙡𝙡 #Bookkeeping #Bookkeeper #Accounting #Accountant #BankReconciliation #QuickBooks #QuickBooksOnline #IntuitQuickBooks #QuickBooksReconciliation #AccountReconciliation #QBO #XERO #WaveAccounting #ZohoBooks #AccountingSoftware #TransactionDataEntry #AccountsPayable #AccountsReceivable #Cleanup #Catchup #Amazon #Shopify #FinancialStatement #BalanceSheet #ProfitandLoss #IncomeStatement #FinancialAccounting #Excel #usa #EcommerceBookkeeper #FinancialReporting #Payroll #Gusto #ADPPayroll #TaxPretaration #Spreadsheet #RemoteWorker #Freelancer #RealEstateBookkeeper #PropertyManagement
    Featured Skill Financial Modeling
    Financial Analysis & Valuation
    Financial Planning
    Forecasting
    Balance Sheet
    Accounts Receivable
    Cash Flow Statement
    Bank Reconciliation
    Accounting Software
    QuickBooks Online
    CPA
    New Wave
    Xero
    Bookkeeping
    Finance & Accounting
  • $20 hourly
    • 4.9/5
    • (19 jobs)
    Accountant, Bookkeeper, Tax Consultants, VAT, Payroll, Setting up Chart of Accounts, Setting up Vendors / Suppliers, Maintain Accounts Receivables, Maintain Accounts Payable, Classifications of Transactions, Bank Reconciliations & Credit Cards Reconciliations, Use of Payroll Journals, Payroll forms, and reports, Preparing clean Financials (Balance Sheet & Income Statement and other accounts for Tax Filing), Preparation of VAT Returns & Corporation Tax, Specialist for Microsoft Excel, PDF data conversions and arrangements, Allocation of balances from Tax Returns, Accounting for finance leases and loans, Accounting for new Tangible & Intangible Assets, Asset register, Prepare Accounts Pack, Applying Ratio Analysis. I am a professionally qualified accountant having practical working experience of over six years in the accounting practice areas. My core working expertise is mainly related to accountancy, audits, and consultancy with different clients. I have hands-on experience working with: • Xero: 💠 • QuickBooks: 📘 • Zoho: 🧩 • SAP S4 Hana: 🖥️ • Odoo: 🟣 • Sage: 📗 🔹 Setting up Chart of Accounts: Customizing your chart of accounts to fit your business needs and ensuring accurate financial tracking. 🔹 Setting up Vendors / Suppliers: Organizing and managing your vendor/supplier information for streamlined transactions and record-keeping. 🔹 Maintain Accounts Receivables: Tracking and managing incoming payments to ensure your business receives payments on time. 🔹 Maintain Accounts Payable: Managing outgoing payments to suppliers and vendors to keep your accounts balanced and on schedule. 🔹 Classifications of Transactions: Categorize your financial transactions accurately for better financial reporting and analysis. 🔹 Bank Reconciliations & Credit Cards Reconciliations: Ensuring your bank and credit card statements match your financial records for accuracy. 🔹 Use of Payroll Journals, Payroll forms, and reports: Managing payroll processes and reporting to keep your business compliant with payroll regulations. 🔹 Preparing clean Financials (Balance Sheet & Income Statement and other accounts for Tax Filing): Creating accurate financial statements to help with tax preparation and financial analysis. 🔹 Preparation of VAT Returns & Corporation Tax: Handling VAT returns and corporate tax filings to keep your business tax-compliant. 🔹 Specialist for Microsoft Excel, PDF data conversions and arrangements: Utilizing Excel for advanced data manipulation and converting PDFs to streamline bookkeeping. 🔹 Allocation of balances from Tax Returns: Accurately distributing balances from tax returns to the appropriate accounts. 🔹 Accounting for finance leases and loans: Tracking and managing finance leases and loan payments, ensuring principal and interest are recorded correctly. 🔹 Accounting for new Tangible & Intangible Assets, Asset register: Recording new assets and maintaining an up-to-date asset register for accurate asset management. 🔹 Prepare Accounts Pack: Compiling comprehensive accounts packs for thorough financial reviews. 🔹 Applying Ratio Analysis: Using financial ratios to analyze your business performance and financial health. I am dedicated to providing accurate and efficient accounting and bookkeeping services to help your business thrive. Let’s connect and discuss how I can support your financial needs!
    Featured Skill Financial Modeling
    Financial Statement
    Inventory Management
    Certified Tax Preparer
    CPA
    Bill.com Accounts Payable
    Value-Added Tax
    Xero
    Sage
    Bookkeeping
    Tax Preparation
    Cash Flow Analysis
    Numeric Fluency
    Financial Audit
    Intuit QuickBooks
  • $25 hourly
    • 5.0/5
    • (38 jobs)
    Hello! 👋 I'm Hamza S., a highly organized, accurate, and client-focused Chartered Management Accountant - CIMA UK, ready to assist you in moving forward. My specialization lies in leveraging advanced AI Accounting, SaaS solutions, and blockchain accounting to provide businesses with insightful financial information that facilitates effective decision-making. Are you a business owner needing a Financial Planning & Analysis expert with cutting-edge AI, SaaS, and blockchain expertise? My Expertise: Proficiency in SAP ECC, SAP S/4HANA, SAP BPC, SAP Ariba, and SAP Anaplan, Rent Manager Advanced Power BI dashboard creation and analysis Specialized knowledge in AI Accounting, SaaS, and blockchain accounting Maintaining a complete and accurate record of all financial transactions systematically and orderly Managing the reconciliation of vaults including coins, NFTs, and calculating commissions and distributions of NFTs Experience with blockchain exchanges like Etherscan.io, Binance, Coinbase, and Kraken Providing real-time access to updated financial information Facilitating easy assessment of business profits or losses Enabling business owners to visualize their company's financial position and growth 📈 Industries Served: 🌎 CPA Firms, IT & Technology, SaaS Software Companies, Real Estate & Airbnb, Digital & Marketing, Doctors & Therapists Consultants, Construction, Hospitality, Restaurants, Farming, Cryptocurrency, Digital Currency, Fintech, Manufacturing, Service Companies, E-Commerce Platforms like Daraz, Shopify, Etsy, eBay, Walmart, and retailers of international brands in UAE, MENA, SEA, and Europe. Technologies & Skills: Proficient in QuickBooks Online & QuickBooks Desktop, XERO, Sage, Odoo Accounting, Oracle, Blackline, Loan Vision NetSuite, Zoho Books, Wave Apps, Microsoft Dynamics AX, Buildium, AppFolio, etc. Proficient in tax software: Avalara, Drake, Pro Connect Tax, Lacerte Experience with third-party bookkeeping apps such as Lightyear, Concour, A2X, Gusto, Bill.com, PayPal, Stripe, & Square Proven in Accounting and Reporting processes under IFRS & US GAAP Skilled in Federal and Multi-State Tax returns preparation Familiarity with tax laws and other compliance regulations Expertise in analyzing large datasets and generating insightful reports Critical thinking and close attention to detail Capable of managing processes under tight schedules and meeting deadlines Services Offered: ✅ Financial Planning & Analysis: Preparation of Monthly, Quarterly & Annual Financial Reports (Profit & Loss Statements, Balance Sheets & Cash Flow Statements) Annual Budgets & Forecasts Projected Cash Flow Statements Business Plans & Financial Projections Financial Analysis ✅ Bookkeeping/Accounting: Setting up new companies in accounting software Establishing and fixing the chart of accounts Cleaning up, catching up, and providing training Account reconciliation, bank reconciliation, and credit card reconciliation Full-cycle bookkeeping and ongoing maintenance Accounts Payable/Accounts Receivable management Inventory management Payroll processing and management Developing workflows, systems, and processes Mapping/Integration/Reconciliations of payment processors such as Plooto, Bill.com, PayPal, Stripe, Square Client Testimonials: ⭐️⭐️⭐️⭐️⭐️ "Top quality work, highly recommend. Great fast work, great communication, and really took the time to talk to me to understand what I really want. I will definitely work with him again 100%. Thank you, fab job." What You'll Get When You Choose Me: ⭐️ Clear, effective communication ⭐️ Precise, quality recommendations to ensure success for your business ⭐️ A focused, collaborative approach to work with you and your team ⭐️ Results-focused approach that delivers value to your business Thank you for learning about me! Please feel free to invite me to your project if you believe I can assist you in achieving your financial goals. Regards, Hamza S.
    Featured Skill Financial Modeling
    Business Intelligence
    CRM Software
    Stripe
    Management Skills
    Odoo
    Business Plan
    Bank Reconciliation
    Accounts Payable
    Accounts Receivable
    QuickBooks Online
    Financial Analysis
    Cash Flow Analysis
    Xero
    Data Analysis
  • $12 hourly
    • 4.9/5
    • (15 jobs)
    I am a dedicated Ph.D. A scholar with an extensive background in Accounting & Finance, further enhancing my expertise in this field. With over 7 years of professional involvement, I have successfully collaborated with local and international clients, specializing in various domains such as Business Advisory, Financial Consultancy, Accountancy, Finance, and Start-ups. This rich experience has motivated me to venture into the world of freelancing. I have undertaken many projects throughout my career, encompassing diverse sectors such as the Manufacturing & Service Sector, E-commerce, Blockchain, and Cryptocurrency. My portfolio includes comprehensive endeavours like Feasibility Studies, Business Plans, Financial Models, Financial Valuations, Financial Analysis, Pitch Decks, Market Research & Strategies, User Manuals, Standard Operating Procedures, Research Articles, Content Writing, etc. My commitment to delivering exceptional service is unwavering, and I take pride in my ability to manage projects with meticulous attention to detail and adherence to strict timelines. Customer satisfaction is paramount in my approach to every task. I am confident that my well-established track record and comprehensive skill set will enable me to excel in this freelance platform, facilitating further exploration and achievement of new milestones in my career.
    Featured Skill Financial Modeling
    Business Analysis
    Business Plan
    Microsoft PowerPoint
    Bookkeeping
    Business
    Graphic Design
    Feasibility Study
    Business Presentation
    Intuit QuickBooks
    Presentations
    Accounting
  • $25 hourly
    • 5.0/5
    • (2 jobs)
    Finance Expert | Strategic Planning | Audits & Compliance | Digital Transformation With over 20 years of finance experience, including senior roles at Swenta Limited, EY, Deloitte, and KPMG, I specialize in strategic financial management, auditing, advisory, and digital transformation. As Director of Financial Accounting Advisory Services (FAAS) at EY Dubai, I led transformative financial initiatives, driving transparency and integrity across diverse client portfolios. My experience as Assistant Manager in Deloitte’s FSI Assurance Practice allowed me to lead audit teams for banks, insurance, and finance companies, managing regulatory needs and complex investment structures. At KPMG, I oversaw high-value audit portfolios and due diligence processes for major financial institutions, ensuring strict compliance and timely completion of all projects. Core Expertise: Financial Strategy & Planning: Crafting actionable strategies that support sustainable growth and operational excellence. Audits & Compliance: Extensive experience managing audits and ensuring regulatory adherence across industries. Digital & Financial Transformation: Leading digital transformations to streamline financial operations and enhance decision-making. Transaction Advisory: Facilitating complex transactions with rigorous due diligence.
    Featured Skill Financial Modeling
    Financial Management
    Business Transformation
    Internal Auditing
    Financial Policies & Procedures
    Management Consulting
    Oracle
    SAP ERP
    Financial Planning
    Financial Accounting
    Accounting Advisory
  • $45 hourly
    • 4.8/5
    • (222 jobs)
    ✨ 16+ 𝒀𝒆𝒂𝒓𝒔 𝒐𝒇 𝑬𝒙𝒄𝒆𝒍𝒍𝒆𝒏𝒄𝒆 | 1500+ 𝑪𝒍𝒊𝒆𝒏𝒕𝒔 𝑺𝒆𝒓𝒗𝒆𝒅 𝑾𝒐𝒓𝒍𝒅𝒘𝒊𝒅𝒆 ✨ Welcome! I’m a seasoned financial and corporate services consultant offering a diverse range of solutions, from financial modeling and business planning to corporate services and company formation. With over 16 years of experience and a global client base, I’m here to help businesses succeed. 🟢𝐖𝐡𝐲 𝐖𝐨𝐫𝐤 𝐰𝐢𝐭𝐡 𝐌𝐞? 🔸 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 & 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆: Strategic guidance on budgeting, forecasting, cash flow management, and financial analysis for business growth. 🔸 𝗘𝘅𝗽𝗲𝗿𝘁 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 & 𝗕𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴: Accurate and efficient financial record-keeping using tools like QuickBooks, Xero, and SAP. 🔸 𝗖𝘂𝘀𝘁𝗼𝗺 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝘀: Robust forecasts and scenario analyses tailored to your business. 🔸 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗹𝗮𝗻 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁: Actionable, investor-ready business plans aligned with your goals. 🔸 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿-𝗥𝗲𝗮𝗱𝘆 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸𝘀: Engaging, data-driven presentations to secure investor interest. 🔸 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀: ▪️ UAE company formation (Mainland & Free Zone) ▪️ VAT registration and compliance ▪️ PRO services for government liaison ▪️ Trademark registration and document processing 📌 𝐔𝐀𝐄 𝐂𝐨𝐦𝐩𝐚𝐧𝐲 𝐅𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 (𝐌𝐚𝐢𝐧𝐥𝐚𝐧𝐝 & 𝐅𝐫𝐞𝐞 𝐙𝐨𝐧𝐞) We assist businesses in seamlessly registering their companies in 𝗯𝗼𝘁𝗵 𝗠𝗮𝗶𝗻𝗹𝗮𝗻𝗱 𝗮𝗻𝗱 𝗙𝗿𝗲𝗲 𝗭𝗼𝗻𝗲 in the UAE. ▪️ 𝐌𝐚𝐢𝐧𝐥𝐚𝐧𝐝 𝐂𝐨𝐦𝐩𝐚𝐧𝐲 𝐑𝐞𝐠𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧: Ideal for businesses targeting the local UAE market, with unlimited access to government tenders and contracts. ▪️ 𝐅𝐫𝐞𝐞 𝐙𝐨𝐧𝐞 𝐂𝐨𝐦𝐩𝐚𝐧𝐲 𝐅𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧: We partner with all major UAE Free Zones, including: ▪️ Meydan Freezone ▪️ Dubai Multi Commodities Centre (DMCC) ▪️ Jebel Ali Free Zone Authority (JAFZA) ▪️ International Free Zone Authority (IFZA) ▪️ Sharjah Publishing City Free Zone (SPC Free Zone) ▪️ Ajman Free Zone (AFZ) ▪️ Fujairah Free Zone (FFZA) ▪️ Ras Al Khaimah Economic Zone (RAKEZ) 📌 𝐊𝐞𝐲 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞: ⦿ Tax & VAT Compliance ⦿ QuickBooks & Xero Certified Expert ⦿ Financial Planning & Analysis (FP&A) ⦿ Budgeting & Forecasting ⦿ Financial Reporting & Cash Flow Management ⦿ Business Plan Development ⦿ Market Research & Strategic Analysis ⦿ Valuation & Scenario Analysis ⦿ Payroll & Tax Preparation Support 🏭 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐒𝐞𝐫𝐯𝐞𝐝: I have extensive experience across a range of industries, including: ⦿ E-commerce (Amazon, eBay, Shopify, etc.) ⦿ Real Estate & Property Management ⦿ Technology & SaaS ⦿ Healthcare & Biotech ⦿ FinTech & Financial Services ⦿ Consumer Goods & Retail 📈 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬: 🔹 $100M+ raised for startups and businesses through strategic financial modeling and pitch deck development. 🔹 95% success rate in securing investor meetings and funding. 🔹 1,000+ clients worldwide, with over 500 positive reviews and a consistent 5-star rating. 💬 𝐂𝐥𝐢𝐞𝐧𝐭 𝐓𝐞𝐬𝐭𝐢𝐦𝐨𝐧𝐢𝐚𝐥𝐬 ⭐⭐⭐⭐⭐ “This was our first time working together, but it was so easy to get started and Sadaf quickly understood our targets and accommodated the way we work. She was extremely patient with our continuous change in deliverables, worked hard to meet our expectations and often suggested how we could improve our work and make the project more efficient. Well skilled in her profession and an absolute pleasure to work with.” — 𝑳𝒂𝒓𝒔 𝑵𝒂𝒓𝒇𝒆𝒍𝒅𝒕, 𝑪𝑶𝑶 ⭐️⭐️⭐️⭐️⭐️ "Sadaf was above & beyond what we could’ve asked for! I will certainly hire her again, and will recommend her to anyone I can! Her and her team’s quality of work is excellent, and she gets things done very quickly. She is very engaging, and responsive, there for our every beckon call. She spent nearly an hour on a phone call with us to go over the numbers and helped us brainstorm some new numbers when we needed them. Amazing, incredibly talented professional – you will be doing yourself a big favor if you hire her!! 🙂" — 𝑬𝒎𝒎𝒂 𝑺á𝒏𝒄𝒉𝒆𝒛 𝑨𝒏𝒅𝒓𝒂𝒅𝒆 𝑺𝒎𝒊𝒕𝒉, 𝑪𝒐-𝑭𝒐𝒖𝒏𝒅𝒆𝒓 ⭐️⭐️⭐️⭐️⭐️ "Excellent and professional approach and I am happy with the results. The working with team Oak Consultant was wonderful and all assignments were completed with lot of energy and professionalism by members of the team." — 𝑳𝒂𝒍𝒊𝒕 𝑽𝒊𝒅𝒉𝒂𝒏𝒊, 𝑪𝒐𝒏𝒔𝒖𝒍𝒕𝒂𝒏𝒕 📝 𝑳𝒆𝒕'𝒔 𝑪𝒐𝒍𝒍𝒂𝒃𝒐𝒓𝒂𝒕𝒆! Are you ready to elevate your business with expert financial guidance? Whether you need ongoing accounting support, a detailed financial model, or a strategic business plan, I’m here to help you succeed. Let’s set up a call and explore how my services can contribute to your success. 📞 𝑩𝒐𝒐𝒌 𝒂 30-𝑴𝒊𝒏𝒖𝒕𝒆 𝑪𝒐𝒏𝒔𝒖𝒍𝒕𝒂𝒕𝒊𝒐𝒏 𝑻𝒐𝒅𝒂𝒚!
    Featured Skill Financial Modeling
    Financial Accounting
    Business Valuation
    Market Analysis
    Pitchbook
    Startup Consulting
    SaaS
    Microsoft Excel
    Business Process Modeling
    Xero
    Cost Accounting
    Venture Capital Consulting
    Business Plan
    Financial Analysis
  • $18 hourly
    • 4.5/5
    • (11 jobs)
    Are you looking for an expert who seamlessly adapts to evolving accounting processes and technology? With an MBA in Finance and a CIMA (Dip), I bring over 5 years of experience delivering high-quality services to both private and public sector clients. What I Offer: Regulatory Reporting & Accounting Operations: Skilled in bookkeeping, reconciling bank statements, processing payroll, and invoicing clients with precision. Financial Expertise: Proficient in financial modeling, analysis, reporting, budgeting, forecasting, and developing feasibility reports. Dynamic Reporting: Expertise in designing and implementing dynamic reports, presentations, and innovative dashboards. My analytical thinking and business acumen have been honed through years of consistent, high-quality service. If you need impeccable support for your accounting or financial needs, I'm your go-to professional. Just leave a message, and I'll respond promptly. Skills: Accounting Bookkeeping & Financial Reporting Intuit QuickBooks Online Zoho Books Zoho Inventory Wave Apps Accounting System Google Sheets MS Excel MS PowerPoint & Canva Financial Modeling Feasibility Reports & Presentations Let's connect and take your financial operations to the next level!
    Featured Skill Financial Modeling
    Presentation Design
    Xero
    Google Sheets Automation
    Accounting Software
    QuickBooks Online
    Management Accounting
    Business Plan
    Bookkeeping
    Cash Flow Statement
    Financial Management
    Inventory Management
    Accounting Basics
    Accounting
    Microsoft Excel
    Intuit QuickBooks
  • $25 hourly
    • 4.4/5
    • (51 jobs)
    ACCA (UK) & UAECA (UAE) with experience in various vital areas of Accounting, Bookkeeping, financial operations, planning & taxation. I am QuickBooks Certified ProAdvisor and Partner with Zoho Books and have 10+ years of experience in working with software ranging from QuickBooks, Xero, Quicken, Sage, Peachtree, MYOB, Microsoft Accounting, WaveApps, Oracle, SAP, and UAE Tax Returns. Founded Think Biz Management Consultancies, a financial outsourcing corporate that caters to clients from UAE and globally in the fields of Accounting, Bookkeeping, Financial Analysis & Planning, Taxation, Financial Dashboards, Google Sheets & Excel Automations, Business Plans, and Presentations Previously worked with Companies like Dunkin Donuts, Emirates Environment Technology, Shock Middle East, Mamopay, 4M Technologies; and handled accounting, bookkeeping & financial operations remotely for companies valued up to 700 Million USD. Worked in the following industries so far: Real Estate, Fintech Companies, Technology Companies, Ecommerce Companies, Pharmaceutical, and Restaurants. Have worked extensively in Finance & Accounts, taxation, Financial Planning & Analysis, Forensic Accounting, and External & Other Audits. Participated in various quality initiatives projects in Lean & Six Sigma, leading to substantial savings in time, effort & resources.
    Featured Skill Financial Modeling
    Financial Reporting
    Wave Accounting
    Small Business Administration
    Google Sheets Automation
    Xero
    CPA
    Management Accounting
    QuickBooks Online
    Month-End Close Assistance
    Tax Preparation
    Transaction Data Entry
    Bookkeeping
    Intuit QuickBooks
  • $80 hourly
    • 5.0/5
    • (2 jobs)
    I bring over 15 years of high-level financial leadership in the infrastructure & construction industry, having served as CFO and Area Controller for high value and complex projects across the Middle East, Africa, and Asia. I provide strategic financial oversight to companies that need expert guidance without the commitment of a full-time CFO. I specialize in supporting complex, multi-entity environments where visibility, control, and forward planning are critical. What I offer: • Cash Flow Forecasting & Management • Budgeting & Financial Planning • Strategic Business Advisory • Internal Controls Setup & Audit Coordination • Financial Due Diligence for Investors or Partnerships • High-level support for Construction & Industrial Projects I offer remote, part-time strategic support on a retainer basis, tailored to clients needing executive-level insight with flexible engagement.
    Featured Skill Financial Modeling
    Financial Planning
    Budget Planning
    Accounting Report
    Management Accounting
    Accounting Tools Setup
    Cash Flow Statement
    Project Management Professional
    Bookkeeping
    Accounting Advisory
    Finance & Accounting
    Civil Engineering
    Financial Management
    Business Analysis
    Financial Report
  • $65 hourly
    • 4.9/5
    • (129 jobs)
    Startup Strategist | 3x Founder | Ex-GE | Ex-FundedByMe | Fundraising & GTM Expert I'm a seasoned technology and business strategist with 20+ years of experience across corporate leadership (GE), startups (3x founder), and consulting. I’ve helped 200+ founders validate ideas, build MVPs, raise capital, and scale — with a hands-on approach that blends strategy and execution. Currently, I advise startups and SMEs globally and serve as a startup mentor at Surrey University and Ignyte. I also held a leadership role at FundedByMe MENA (equity crowdfunding) and brought unique insight into early-stage fundraising and investor readiness. 💡 My engagement style is “co-founder-as-a-service” — I dive deep into your business, challenge assumptions, and build strategies that actually work, not just look good on paper. Why Work With Me: 🏆 Top Rated Plus on Upwork 💼 120+ Delivered Jobs 🕓 1,200 + Worked Hours ⭐ 5-Star Feedback (Mostly) 💯 100% Job Success Score 🚀 What I Deliver Whether you're an early-stage founder or scaling a growing venture, I can support you across: Early-Stage Startups ✔ Validate business ideas & get the basics right ✔ Design lean, agile MVPs & monetization strategies ✔ Build financial models, investor decks, business plans ✔ Prepare for fundraising & pitch with confidence ✔ Connect with partners, corporates, or pilot clients Scaling Startups ✔ Investor pitch simulations & storytelling ✔ Business plan/deck proofreading & enhancements ✔ Scaling strategies across ops, product, and people ✔ PMO setup & operational process design ✔ Capital raise support & investor communication Specializations: ✔ Business & technology strategy ✔ Fundraising Strategy ✔ Mentoring and coaching founders ✔ Business plans ✔ Financial modelling ✔ Investor pitches & teasers ✔ Pitching simulations ✔ Operations, PMO, Scaling
    Featured Skill Financial Modeling
    Funding Needs Assessment
    Elevator Pitch
    Tech & IT
    Strategy
    Investment Strategy
    Company Valuation
    Business Planning & Strategy
    Startup Consulting
    Private Equity
    Investment Preparation
    Startup Company
    Crowdfunding
    Business Plan
  • $65 hourly
    • 5.0/5
    • (21 jobs)
    Want to work with a finance professional who delivers SUPERB RESULTS? My analysis helped clients make informed decisions allocating over $1B+ into assets with highest ROI. Created financial forecasts, budgets, models & strategy that allowed to 5X the business in 2 years time. 🏆 10+ years experience building financial systems. 🥇Among top 3% performers on Upwork. 💎My clients are building high-value businesses and I help them to scale sustainably. Some of the achievements that I am proud of: ● Coca-Cola HBC “Helped to reduce yearly operating expenses by 12% and optimized CAPEX by $250k per year” ● Trilogy “Created automated budgeting & variance analysis processes/ workflow documents which served as a guideline for 100+ acquired business units”. ● “Built strategic business plan, cash flow forecasts & strong financial systems which allowed to achieve 30% targeted ARR growth rate” ● “Helped to identify which products to launch based on ROA and cash cycle, which allowed to effectively manage cash and increase net profit from 12% to 22%. I cannot help everybody, but we may be a great fit if you are thinking: ⚡ "I want to scale fast and sustainably" ⚡ "I want strong financial systems supporting my business’" ⚡ "I'm NOT a finance expert, but I want to make data-driven decisions" ⚡ "Last year we didn’t achieve our financial targets and I want to understand why" ⚡"I want to make sure my business doesn’t face cash flow issues" ⚡ "All seems to be great, except my business is not generating enough profit" Working with me, you will: ✅Stop struggling with understanding where your business stands - we perform financial health check of your business, pinpointing areas that need most attention ( 80/20 Pareto principle) ✅ Put your business on the right track by setting the finance strategy and business plan ✅ Have in place strong financial systems so you can scale confidently ✅ Receive up to date practical analysis and dashboards to keep track of business performance ✅ Find hidden gems to increase your market share and profitability ✅ Work with an experienced finance team to get the most of your business data What my clients say about me: ★"Excellent financial management expert with great enthusiasm, Venera has been very helpful in setting up our quickbooks and helping us manage through it." ★"Venera is insightful, proactive, and impactful. She was able to both improve our processes and to help both with reporting of current financial metrics and to improve forecasting and business planning. She helped us improve leaps and bounds through a short period of time, and was invaluable. I'd look forward to working with her again and highly recommend her." Next steps: 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner and let’s take your business to the next level. -------------------------------- Expertise: Consumer, Manufacturing, Ecommerce, CPG, FMCG, SaaS, Tech, Fintech. Financial Modeling, IFRS Accounting/Consulting (ACCA),Preparation & Analysis of Financial Statements, Dashboard Building, Cash flow management, Funding, Business Plan & Investor Presentations, Working Capital Management, Variance analysis for Operational Expenses, Capital Investment Project Analysis, Break-even analysis, Ratios Analysis, Performance Evaluation, Budgeting & Forecasting, Advanced Excel/ SAP ERP
    Featured Skill Financial Modeling
    Accounting Principles & Practices
    Google Sheets
    Financial Analysis
    Corporate Finance
    Management Consulting
    Financial Planning
    Management Accounting
    Microsoft Excel
    Financial Projection
    Financial Accounting
    Financial Report
  • $125 hourly
    • 5.0/5
    • (53 jobs)
    Book a meeting: calendly.com/kuberbindra/30min An experienced Investment Banking & VC professional, A qualified Chartered Accountant, CFA L1 and a graduate in Commerce. Have worked with various investment banks, consulting firms, private equity firms, venture capital firms, hedge funds and startup companies globally An investment banker with previous experience at Bank of America, Man Group (Hedge Fund), Pegase Capital and Blacksoil Capital in Europe, US and India. Demonstrated history in providing strategic and corporate finance services to the clients globally. Key skills and services include: Specialized in M&A, Venture Capital, Private Equity and Project Finance deals with top rated skills in Financial modeling, Pitch decks, Business Plans and Financial / data analysis, . A quick snapshot of services provided: - Pitch Deck / Investor Deck / Presentations - Startup consulting, pro-forma projections and materials - Forecasting and TWCF cashflow analysis - DCF/Valuation Models - Business plans and market research - Financial models for real estate projects - Financial models at a fund level and also at portfolio level - Financial models for Leveraged Buyouts and mergers - Review/auditing of financial models - Remote CFO I take pride in my work and I am only satisfied if you are as well. I build long term collaboration with my clients and help them in their necessary requirements.
    Featured Skill Financial Modeling
    Business Development
    Investment Research
    Private Equity
    Mergers & Acquisitions
    Financial Management
    Corporate Finance
    Investment Banking
    Financial Analysis
    Company Valuation
  • $85 hourly
    • 5.0/5
    • (5 jobs)
    Experienced finance professional with 12.0+ years of experience in real estate, equity research, investment banking, and fundraising and a good understanding and comprehension of the equity, debt, and alternative investment market. Sector agnostic in taking assignments. Happy to assist clients in all stages of transactions which involves the origination of deals, industry & company research, preparing pitch books, financial models, and valuation. My core competencies include - Financial Modeling, Due Diligence, Strong Analytical skills, Deal Origination & Structuring, Investment deck & pitchbook, Company's valuation, Cap table, and, other shareholders-related activities, Fundraising. About my qualification, I graduated from the Indian Institute of Technology, Kanpur in 2010 with a Bachelor of Technology (B.Tech) degree in Civil Engineering, and have cleared all three levels of CFA Institute, USA.
    Featured Skill Financial Modeling
    Valuation
    Management Consulting
    Investment Banking
    Real Estate
    Fundraising
    Financial Analysis
    Pitch Deck
    Company Valuation
    Financial Analysis & Valuation
    Chartered Financial Analyst
    Startup Company
    Business Plan
    Private Equity
    Microsoft Excel
  • $35 hourly
    • 5.0/5
    • (3 jobs)
    Turn Your Data into Business-Driving Insights with a Power BI & Finance Expert Are you looking for a Top-Rated Plus Power BI Consultant with a 100% success rate on Upwork and 25 years of Finance experience? I specialize in Power BI, financial modeling, and data-driven decision-making, helping businesses gain clarity, efficiency, and strategic insights from their data. 🔹 What Sets Me Apart? ✔ Finance & Power BI Expertise – Blending deep financial knowledge with cutting-edge analytics ✔ Microsoft Certified – Proven mastery of Power BI, DAX, Power Query, SQL, and Data Modeling ✔ 18+ Successful Projects on Upwork – 5-star ratings from satisfied clients ✔ Financial Modeling Pro – Forecasting, budgeting, and performance analysis made easy ✔ Tailored Solutions – I don’t just create reports—I help solve business problems With my strong analytical mindset and ability to translate complex data into clear, actionable insights, I can help you optimize performance, improve reporting, and drive business growth. 📞 Let’s connect—one call is all it takes to unlock the full potential of your data!
    Featured Skill Financial Modeling
    Business Intelligence
    Financial Reporting
    Microsoft Power BI Data Visualization
    Microsoft Power BI
  • $46 hourly
    • 4.9/5
    • (3 jobs)
    I am always working with and learning from data; it allows me to constantly try new things, solve problems and have an impact. So far, I have been successful in this goal. My professional pathway has organically evolved into the Data Science field following ten years in marketing analytics and product management. My set of tools and technologies grows larger everyday, and currently includes: - SQL: MySQL, PostgreSQL, MS SQL, BigQuery -NoSQL: MongoDB - BI / Analytics / Data Visualization: Power BI, Tableau, Excel, Dash, Plotly, R Shiny dashboards, Metabase, Google Data Studio, Looker - E-mail marketing tools: MailChimp, Zoho, GetResponse - Programming: Python, Scala, R - Geospatial data: Postgis, QGIS, GDAL - Issue tracking, version control: JIRA, Git, Github, GitLab - Other solutions: Google Cloud, MongoDB, Hadoop
    Featured Skill Financial Modeling
    Statistical Analysis
    Statistics
    Financial Writing
    Financial Report
    Financial Analysis
    Data Science
    Data Mining
    Data Modeling
    Management Consulting
    Analytics
    Business Modeling
    Linear Programming
    Quantitative Analysis
    R
  • $100 hourly
    • 4.9/5
    • (72 jobs)
    “In order to build conviction, we rely on founders to tell us a compelling story, almost always in the form of slides. We’ve funded companies almost entirely because of the quality of their seed decks. Poor deck? We’ll likely pass on the opportunity.” - Founders Fund principal Delian Asparouhov I’ve sat through 300+ pitch meetings with startups and VCs, and worked with over 100 startups on fundraising. I know what will and what won't get you funded. I hold a top-tier MBA from one of the best business schools globally, and I’ve founded (and funded) 2 startups in the last 3 years. I also advise several entrepreneurs on their day-to-day operations and help them scale their companies. I work with a dedicated expert graphic designer to deliver high-quality revisions at an excellent turnaround time. Together we combine business expertise and creative design. Areas I can help with: - Pitch Deck Content and Design - Financial modeling - Pitch Rehearsal - Startup Consulting - Comprehensive Business plans - Whitepaper - Market research - Marketing and Sales Strategy Ask about our discount for startups tackling global warming Thank you so much for reading!
    Featured Skill Financial Modeling
    Business Modeling
    Venture Capital Consulting
    Fundraising
    Entrepreneurship
    Forecasting
    Financial Projection
    Startup Consulting
    Business Strategy
    Strategic Plan
    Business Consulting
    Presentations
  • $100 hourly
    • 5.0/5
    • (7 jobs)
    I help companies in scaling revenues to boost their valuation. I can help you in building accurate financial models, thanks to my experience. I am also a CFI certified Financial Modelling and Valuations Analyst. The consulting world depends a lot on good presentation skills. I have, over the years, mastered the art of preparing top-notch presentations with eye-catching visuals and charts. Lets chat!
    Featured Skill Financial Modeling
    Presentation Design
    Inventory Management
    Financial Analysis
    Microsoft Excel
    Scheduling
    SolidWorks
    Virtual Assistance
    Light Project Management
    Draft Correspondence
  • $100 hourly
    • 4.9/5
    • (12 jobs)
    We specialize in financial modeling and investor pitch decks that help startups and businesses make data-driven decisions and secure funding. Whether you need an investment-ready financial model or a compelling pitch deck, we deliver high-quality, structured outputs that align with investor expectations. Meet the Team: 👤 Dmitry Karavaev, CFA – Financial Expert | Investment & Valuation Specialist • 15+ years in finance, including managing a $600M portfolio at a Dubai-based family office and serving as Head of Research at a crypto fund. • Expert in financial modeling, valuation, investment strategy, and risk analysis. • Experience across private equity, structured products, derivatives, and crypto assets. • MSc in International Finance & CFA Charterholder. 👤 Alexei Rezvanov – Pitch Deck & Growth Marketing Specialist • Former Marketing & PR Manager at Graphene Ventures, a leading Silicon Valley VC firm focused on early stage investments. • Ex-owner of a digital production agency with a team of 25+ designers and developers who created web and mobile solutions for Hisense, Norilsk Nickel, Comepay, Louis Vuitton, Metso, Takeda and many others. • Created 50+ pitch decks that successfully helped startups attract investments. • Expert in business modeling, financial storytelling, and investor-ready presentations. • Strong background in market research, digital ventures, and startup strategy. What We Offer: ✅ We apply various valuation methodologies, including DCF, precedent transactions, comparable company analysis, LBO modeling, and asset-based valuation. ✅ Pitch Decks & Investor Presentations – Engaging, data-driven decks that tell a compelling story. ✅ Video Pitch Deck – Your pitch, packed in 25-40 sec video with professional voiceover. ✅ Market Research & Competitive Analysis – Insights to strengthen financial projections. ✅ Fast Turnaround & High Accuracy – Delivering high-quality results within 48 hours. 📩 Let’s craft investor-ready financial models and pitch decks to help your business secure funding!
    Featured Skill Financial Modeling
    Equity Research
    TradingView
    Quantitative Analysis
    Quantitative Finance
    Pine Script
    Excel Macros
    Excel Formula
    Trading Strategy
    Cryptocurrency
    Bot Development
    Chartered Financial Analyst
    Visual Basic for Applications
    Trading Automation
    Microsoft Excel
  • $150 hourly
    • 4.9/5
    • (17 jobs)
    To provide value added services to my clients leveraging upon my 24+ years of experience in various facets of Finance, across industries and geographies, large corporations and SMEs and my academic qualifications...
    Featured Skill Financial Modeling
    Six Sigma
    Venture Capital Consulting
    Enterprise Resource Planning
    Bookkeeping
    Business Valuation
    Business Plan
    Microsoft Excel
    Financial Analysis
  • $75 hourly
    • 4.9/5
    • (644 jobs)
    ﴿ Recognized by Startup City Magazine among '10 Best Consultant Startups 2016'. ﴿ Recognized by Silicon India Magazine among '10 Most Promising Financial Consultants 2018'. ﴿ Authorized service partners of RAKEZ-UAE and HFZA-UAE. ﴿ Authorized 'Perks & Services' provider of HUB71-ADGM Accelerator (UAE) ﴿ Financial Consultancy Partner of Atal Incubation Centre, BIMTECH (India) ﴿ Authorized Service Partner of Zoho, Wafeq Verified Partner and Quickbooks ProAdvisor Elite Level ﴿ 800+ Jobs completed, $900K+ earnings, 45,000+ hrs worked by our company on Upwork. ﴿ CMA / MBA / BTech. - Offering highly sought after combination of financial skills, business management skills and technical knowledge. ﴿ Top 1% in Excel Modelling, 1st Placed in Financial Forecasting and 'Top Rated' contractor on Upwork. We were consistently Ranked among Top 10 contractors on Elance under Finance Category. SERVICES OFFERED: 1. CORPORATE FINANCE ADVISORY We provide financial advice to enhance an organizations’ financial performance and increase its business value. We also provide valuation and corporate investment advice. 2. INVESTMENT ADVISORY/ EQUITY RESEARCH We provide investment advisory services in equities, mutual funds, commodities, and real estate. Our highly qualified and experienced research would guide you at every stage of investment to achieve the best combination of risk and reward. 3. ADMINISTRATION/IT (ACCOUNTING AND FINANCE) We provide support for any finance related admin work such as content for portals, database management, dashboards, performance reporting, client portfolio reporting, corporate presentations and preparing layouts for annual reports. Our experienced team is well versed with many tools useful in day to day data management like Microsoft Excel VBA, Access database, Dashboard builders, Myob, Zoho, Quickbooks etc. 4. MODELING/ ANALYTICS We are proficient in conducting all kinds of financial modeling and statistical analysis in MS Excel, SPSS, Frontline and @Risk. We are skilled in use of econometric tools like probability distributions, regression, co relation, co variance, Chi Square test, Z Test, T Test, ANOVA Analysis, and Monte Carlo Simulation. We are also expert Excel Dashboard builders. 5. STARTUP SOLUTIONS We provide end to end solutions to start-ups including business plan formulation for investors, financial forecasting, investor presentations and teasers, marketing plan, budgeting, strategic plan, e-commerce launch and fund raising consultancy.
    Featured Skill Financial Modeling
    Managerial Finance
    Investment Banking
    Business Valuation
    Private Equity
    Business Proposal Writing
    Business Analysis
    Financial Management
    Financial Analysis
    Strategic Plan
    Business Plan
    Real Estate Investment Assistance
    Corporate Finance
    Business Modeling
    Microsoft Excel
  • $40 hourly
    • 5.0/5
    • (1 job)
    Western-educated, having diversified financial and investment exposure. I completed most of my qualifications from the United Kingdom, including ACCA and MSc with Merit — from UCL (University of London). Currently, I am pursuing a Chartered Financial Analyst (CFA). I have passed two levels and am a candidate for Level 3. I have over twelve years of running accounting and finance departments of companies in the US, UK, France, Luxembourg, UAE, and BVI. The highlights of my work experience are: • Closed a multi-million dollars Merger deal • Prepared various business plans and performed valuations • Built complex pricing models for the product and services • Restructured companies to optimise profitability and taxes for the group • Designed and implemented accounting and compliance systems • Successfully managed a five billion Rupees fund • Created detailed complex financial models for restructuring, mergers, tenders, commercial terms, and investment appraisals • Managed a team of 20 people • Monitored and managed multi-million dollar treasury • Presented at executive levels to internal and external stakeholders • Mitigated the effects of COVID-19 on the overall business by proactively developing and executing the short-term strategy for the group
    Featured Skill Financial Modeling
    Tax Strategy
    Bookkeeping
    Xero
    C-Corporation
    International Financial Reporting Standards
    Business Planning & Strategy
    Tax Planning & Advisory
    Business Valuation
    Financial Planning
    Financial Analysis & Valuation
    Corporate Finance
    Tax Preparation
    Intuit QuickBooks
  • $38 hourly
    • 5.0/5
    • (33 jobs)
    I am an ACA, CPA and MBA Finance and have almost 8 years of working experience in corporate industry as a Financial Analyst and consultant. I am equipped to provide services based on training from my practical experience with different firms in regards to Financial reporting & analysis, reconciliation of branches and Head Office, maintaining corporate governance records. SOP for vouching procedures approvals and posting and its reconciliation for monthly reporting and adjustment is my forte. I have strong work ethics and am able to work with determination and efficiency. I am results-driven and am known to be a team leader with thorough understanding of what is expected from me.
    Featured Skill Financial Modeling
    Financial Projection
    Chart of Accounts
    QuickBooks Online
    CPA
    Cash Flow Analysis
    Account Reconciliation
    Financial Accounting
    Financial Audit
    Financial Analysis
    Managerial Finance
    Bookkeeping
    Bank Reconciliation
    Budget Management
    Accounting Software
  • $100 hourly
    • 5.0/5
    • (84 jobs)
    Ready to unlock the secrets of finance? I'm your go-to Financial Analyst and one of the Top 50 Women in Accounting for 2023, with a passion for making numbers dance and spreadsheets shine! 🌟 Let's take a peek at my expertise: 📊 Financial Literacy: I've got a treasure trove of knowledge in financial principles and practices, making me your financial compass! 🧮 Financial Modeling: Whether it's startups or established giants, I can whip up financial models that provide clarity and insight! Predicting the future? No problem! 🏅 CFA Level 1 Champ: I aced Derivatives, Financial Reporting & Analysis, and Portfolio Management, scoring above 70%! Numbers bow to my skill! 💼 ACCA Fellow: As part of the elite accounting squad, I bring top-tier financial prowess to the table! 🔧 Excel Wizard: From data wrangling to VBA, Excel is my playground! Pivot tables, charts, formulas – you name it, I've got it covered! 🌐 Software Savvy: I'm well-versed in Quickbooks, SAP, Xero, Visma-Economic, Personio, Sequoia, and even dabbled in Netsuite! Your financial tools are in good hands! 💼 Financial Consultant Extraordinaire: With 7 years of experience, I've worked with numerous SMEs, startups, and SaaS scale-ups, providing financial guidance that leads to success! 📊 Annual Reports Maestro: I can prepare annual reports single-handedly, turning numbers into captivating stories that captivate your stakeholders! ✨ Not Your Typical Accountant: With certifications in the science of well-being from Yale and a HubSpot Reporting certificate, I bring a fresh and innovative approach to finance! 🌈 💼 Marketing Maven: Having single-handedly run my own consultancy, I bring marketing and HR expertise that complements my financial acumen! 🌍 Global Experience: I've navigated financial waters across the globe, making me the ideal partner for international ventures! 🎯 100% Job Success Score on Upwork: My track record speaks for itself – client satisfaction and success are my top priorities! So, let's embark on a financial journey together! I'm here to help you navigate the financial landscape and achieve your goals! 🚀
    Featured Skill Financial Modeling
    Pitchbook
    Business Plan
    Cryptocurrency
    Market Analysis
    Content Writing
    PPTX
    Academic Writing
    Ebook Writing
    Academic Research
    Income Statement
    Microsoft Excel
    Cash Flow Statement
    Balance Sheet
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