Hire the Best Financial Modelers
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AltKey Solutions | Josh A. 🌟 "Leading a team of Excel powerhouses, I bring the pinnacle of financial acumen and unmatched Excel mastery directly to your projects." 🌟 Hello! I'm a seasoned Finance Professional with a rich background in high-stakes environments, including a senior role at a top tier Private Equity firm and as an Investment Banking Associate at a major bank. With a proven track record of excellence, I am in the elite top 1% of Excel users globally. What sets me apart: * Excel Mastery: Not only do I create advanced financial models, but I also design solutions that streamline processes, enhance analytics, and drive efficiency. From intricate formulas to dynamic reports, I transform complex data into actionable insights. * Financial Expertise: My extensive experience in private equity and investment banking allows me to offer expert services in personal finance, portfolio management, and financial analysis. I am adept at turning financial chaos into structured, profitable strategies. * Project Leadership: As the leader of a team of highly skilled Excel users, I've successfully managed projects that demand precision, innovation, and strategic acumen. My hands-on approach ensures that every project is executed with the highest standards of excellence and accuracy. * Client-Centric Approach: With numerous freelance projects under my belt, I understand the dynamics of remote work and client relations. My commitment is to deliver top-tier results, tailored to meet the unique needs and objectives of each client. Your success is my priority. * AI Integration Expertise: My proficiency doesn’t stop at Excel; I am adept at incorporating advanced AI technologies to supercharge financial models and data analysis. This unique skill set allows me to leverage machine learning algorithms and natural language processing to provide predictive insights, automate complex tasks, and optimize financial decision-making. By integrating AI with traditional financial tools, I deliver future-ready solutions that keep you ahead in a rapidly evolving digital landscape. With a substantial track record in finance, developed through pivotal roles at top-tier institutions, I am well-prepared to offer exceptional value and insights from day one on Upwork. My extensive experience, acquired off-platform, positions me uniquely to contribute to projects that demand nuanced skills and meticulous attention. I am enthusiastic about utilizing my expertise to support a broader range of clients and initiatives on this global platform. Hiring me means you're not just getting an Excel expert; you're getting a strategic partner who will go above and beyond to ensure your financial strategies are sound, efficient, and effective. Let’s connect and discuss how I can bring your project to the next level of excellence. Your financial success is just an Excel sheet away!

I'm a finance professional with deep experience in business valuation, financial modeling, and strategic planning—especially for small and medium-sized businesses looking to grow, raise capital, or gain clearer insight into their financial performance. •Business valuation and financial modeling (3 statement models, scenario analysis and projections) • Budgeting, forecasting, investment and capital planning • Pitch deck creation and presentation material

I am a seasoned finance and analytics professional with a proven track record of delivering insightful solutions. My proficiency spans across various tools, including Excel, Google Sheets, and Power BI, where I specialize in data visualization, financial modeling, trend analysis, financial planning and analytics, budgeting, forecasting, and variance analysis. With a keen eye for detail and a strategic mindset, I have successfully assisted businesses in making informed decisions based on comprehensive data analysis. My dedication to precision and efficiency ensures the delivery of accurate financial insights and actionable recommendations. Whether you need assistance in streamlining your budgeting process, creating dynamic financial models, or visualizing complex data sets, I bring a wealth of experience to the table. Let's collaborate to transform your financial data into a valuable asset for informed decision-making and sustainable growth.

I am a finance and accounting professional with over 7 years of industry experience, who excels in financial modelling, financial planning & analysis, company valuation, financial statement analysis, and more. I take immense pride in helping clients achieve their financial goals and I have experience working with businesses in many different industries. Here's what I will bring to your project: -Robust, professionally presented financial models with a focus on accuracy -Extensive experience analyzing large data sets and deriving actionable recommendations -Responsiveness and reliable communication -Commitment to making the necessary revisions to my work, ensuring you are 100% satisfied with the final product. Please don’t hesitate to reach out so we can schedule an introductory call where I can learn more about your needs. Regards, Connor F., CFA, CPA

Are you looking for a seasoned financial modeling and business valuation expert? If yes, then you have come to the right place. I am a Chartered Accountant (CPA) with Big 4 experience and over 7 years of industry experience in financial modeling and analysis. I am also among the top-ranking financial modeling freelancers on Upwork, with a Job Success Score of 100%. I am an Excel expert as well. I can help you with: 💡 Financial Modeling: I can create robust and dynamic financial models for business valuation, financial statements, projections, forecasting, and investor decks. I have built financial models for startups and established companies across various industries such as SaaS, eCommerce, hospitality, farming, health care, eLearning, real estate, fintech, beauty, mining, manufacturing, food, retail, IT, and others. Types of Financial Modeling I've built include: 💡 Financial Modeling for Startups (SaaS, e-commerce, web3, retail sectors). 💡 Sales Forecasting financial modeling for Inventory management. 💡 Budgeting financial modeling. 💡 Real-estate financial Modeling. 💡 3-statement (P&L, balance sheet, and cash flow) financial modeling. 💡 Equity waterfalls (GP/LP, promotes, splits) and debt structures (senior and mezzanine debt). 💡 Merger and LBO financial modeling. 📝 Business Plan and Investor Deck: I can create a comprehensive and customized business plan and investor deck for your startup or existing business. I can conduct market research, competitor analysis, SWOT analysis, and risk assessment. I can also craft a compelling executive summary, mission statement, value proposition, and marketing strategy for business plan and investor deck. 💰 Financial Analysis: I can analyze and present financial data using advanced Excel skills, such as Power Query, V-lookups, and pivot tables. I can also create Excel automation and dashboards to help you monitor and improve your business performance. 👨‍💼 Virtual CFO Services: I can provide you with strategic guidance and advice on how to achieve your financial goals and grow your business. I can also offer business intelligence reporting, outsourced finance department, and offshore accounting services. If you believe my skills are a good match for your project or need further information about my capabilities, please don't hesitate to contact me.

🏆𝐖𝐢𝐭𝐡 𝟏𝟓+ 𝐲𝐞𝐚𝐫𝐬 𝐚𝐬 𝐚 𝐂𝐏𝐀 𝐚𝐧𝐝 𝐚 𝐓𝐨𝐩 𝟑% 𝐔𝐩𝐰𝐨𝐫𝐤 𝐞𝐱𝐩𝐞𝐫𝐭, 𝐈 𝐡𝐚𝐯𝐞 𝐡𝐞𝐥𝐩𝐞𝐝 𝐔𝐒 𝐚𝐧𝐝 𝐂𝐚𝐧𝐚𝐝𝐢𝐚𝐧 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐬𝐜𝐚𝐥𝐞 𝐚𝐧𝐝 𝐫𝐚𝐢𝐬𝐞 𝐨𝐯𝐞𝐫 $𝟐𝟎𝐌𝐌 𝐢𝐧 𝐟𝐮𝐧𝐝𝐢𝐧𝐠. 👋I’m Sergio, a 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 serving 𝗦𝗮𝗮𝗦 & 𝗲𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗲 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀 who need more than a bookkeeper — they need someone who builds the financial infrastructure that supports real decisions, fundraising, and scale. I use AI and automation tools to deliver faster, more accurate financial infrastructure than a traditional CFO — at a fraction of the cost. 👋 What I actually do I don’t just report numbers — I build the financial infrastructure that helps founders make better decisions, raise capital, and scale with confidence. My clients hire me when they need: Clean books and a month-end close they can trust SaaS metrics that actually explain what’s driving the business A financial model that survives investor scrutiny A CFO brain without the full-time CFO cost 🏗 𝗙𝗼𝘂𝗻𝗱𝗮𝘁𝗶𝗼𝗻 — 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 & 𝗕𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴 I set up and manage your accounting — QuickBooks, bank/credit card reconciliation, payables, receivables, payroll, and month-end close. You get clean, GAAP-compliant books every month without chasing. Proof: 5-star QBO cleanup in under 20 days. Client said I “went above the scope.” 📊 𝗖𝗼𝗻𝘁𝗿𝗼𝗹𝗹𝗲𝗿 — 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗥𝗲𝗽𝗼𝗿𝘁𝘀 & 𝗞𝗣𝗜𝘀 I turn your numbers into clear insights. For SaaS: MRR, ARR, churn, growth. For eCommerce: profit margins, CAC, LTV, and simple dashboards in Google Sheets. You stop guessing and start making data-based decisions. 🚀 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 — 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 & 𝗙𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴 Supported $7MM+ in fundraising with investor-ready models, data rooms, and due diligence. One deal had zero ARR adjustment post-acquisition. For ecommerce: media buyer P&L systems, cash flow models, and CAC/LTV frameworks driving ad spend decisions. 🤖 𝗔𝗜 & 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 I automate reporting, reconciliation, and financial workflows using tools like Zapier, APIs, and AI dashboards, saving hours of manual work and reducing errors while giving you real-time financial visibility. Forward-looking support includes: 3-statement financial models DCF and comparable company valuation Investor pitch deck financials Budget vs actual tracking Cash flow forecasting and scenario planning Pricing and tier strategy for subscription businesses 📊𝗧𝗼𝗼𝗹𝘀 & 𝗧𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗦𝗸𝗶𝗹𝗹 • Microsoft Excel (Advanced) • Financial Models (3-Statement, Forecasting) • Systems Integration • Accounting Software • Zapier • Make (Integromat) • APIs • QuickBooks Online • Xero • Google Sheets • Custom AI dashboards ⚡ Specialties in SaaS Subscription revenue recognition — Deferred revenue and ASC 606 — MRR/ARR/NRR infrastructure — Stripe reconciliation — SaaS metrics from scratch — Venture debt and equity fundraising support ⚡ Specialties in Ecommerce Shopify and A2X reconciliation — COGS by SKU — Contribution margin modeling — CAC and LTV analysis — Real-time performance tracking — Multi-currency and cross-border accounting — Amazon and multi-channel bookkeeping ⚡ Specialties in Small Business QBO setup and cleanup — Chart of accounts design — Multi-entity bookkeeping — Partner splits and JV settlements — CPA coordination and tax-ready close — Canadian GST/HST compliance — US multi-state bookkeeping 💬 What clients say “Best accountant I’ve worked with, hands down. Extremely reliable and detail-oriented.” “Went above the scope.” “Fast, professional, and delivered great results. Highly recommended.” 𝐈 𝐜𝐨𝐦𝐦𝐨𝐧𝐥𝐲 𝐬𝐞𝐫𝐯𝐞 𝐢𝐧: Fractional CFO, CFO Level, Financial Reporting, Cash Flow Statement, Financial Analysis, Financial Accounting, CPA, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Financial Modeling, Financial Analysis, Business Financial Due, Financial Report, Business Valuation, Business Analysis, Financial Analysis, Market Research, Bookkeeping, Intuit QuickBooks, Business Plan, Microsoft Excel, Financial Modeling, Company Valuation, Bookkeeping, ecommerce business's financial records, ecommerce business's financial, Intuit QuickBooks, Financial Accounting, Bookkeeping, Accounting, Account Reconciliations, Bookkeeping, Accounting Basics, Bank Reconciliation, Cash Flow Statement, Balance Sheet, Cashflow Analysis Specialist, Cashflow Analysis, Microsoft Excel, Bank Reconciliation, Balance Sheet, Intuit QuickBooks, Payroll Accounting, Xero, Quickbooks Bookkeeper, SaaS Finance & Bookkeeping, SaaS Bookkeeping, SaaS, Startup Company, Financial Reporting, Fundraising, Recurring Revenue Businesses, Recurring Revenue, Senior Accountant, QBO, Account Reconciliation, General Ledger, Accounts Payable Management, Accounts Receivable, Bank Reconciliation, Accounts Payable, Microsoft Excel, Financial reporting and analysis, Balance sheet reconciliations Let’s talk.