Hire the Best Financial Modelers in Mumbai, IN

When founders, PE firms, consulting firms, CFOs, and boutique investment banks need high-quality financial analysis, they work directly with me. I'm a Chartered Accountant (CA) and CFA Charterholder with over 5 years of investment banking experience at Citi and Keynote Financial Services, along with 1.5 years of Financial Due Diligence experience at Grant Thornton. Throughout my career, I have worked on financial modeling, valuations, transaction advisory, due diligence, fundraising, and strategic finance engagements across multiple industries. I lead client engagements and remain actively involved in the analysis and delivery of every project. Depending on the scope and timeline, I am also supported by my firm, Vista Analytics, a team of experienced analysts and associates that allows me to scale efficiently and meet demanding deadlines without compromising quality. 📦 Areas of Expertise: 🔢 Financial Modelling — 3-statement models, LBO, M&A/merger models, SaaS metrics, VC/hedge fund models, AI sector models 📊 Business Valuation — DCF, comparable company analysis, precedent transactions, 409A valuations, Purchase Price Allocation (PPA), Fairness Opinions 📈 Pitch Decks & CIMs — Investor decks, teasers, Confidential Information Memorandums built to raise capital 🔍 Investment & Due Diligence — Equity research, credit research, financial due diligence, industry analysis 📋 Business & Financial Plans — Pro forma statements, cash flow projections, market & competitor analysis 🤝 Transaction Advisory — Deal structuring, credit reports, credit enhancement, closing assistance 🏢 Why Clients Work with me: ✅ Direct access to an experienced finance professional with investment banking and transaction advisory experience. Institutional-quality work with the flexibility and responsiveness of an independent consultant. ✅ Cost advantage — Access investment banking-grade output at India-based pricing. Typically 50–70% more cost-effective than equivalent Western talent. ✅ Ability to scale through Vista Analytics when larger projects or ongoing support are required. ✅ Demo-first approach — For retainer clients, we're happy to complete a paid trial assignment before you commit long term.

Financial Models build with my 15 years experience stands during investor meeting and gets funded. Beyond just financial models, I also build FP&A and reporting systems that support fundraising, diligence, and decision-making. As a Chartered Accountant (India CPA) with 15+ years of experience, including leading Strategy and FP&A for a $700M group, I build investor-ready financial models, valuations, and FP&A systems for fundraising, acquisitions, and strategic planning. I have delivered 200+ financial models and dashboards across startups, SaaS, real estate, infrastructure, and corporate sectors. Deals handled - 1) USD 400mn Bond Issue for Infra company 2) USD 350mn IPO 3) USD 180mn Oil Tank business acquisition (UAE) 4) USD 200mn Logistics business acquisition (India) 5) USD 65mn Port acquisition (India) I can help you with: 1) Financial Modeling & Valuation • Fully integrated 3-statement financial models (Income Statement, Cash Flow, Balance Sheet) • DCF valuation and comparable company analysis • Investment and acquisition analysis, including LBO models • Investor return models (IRR, NPV, payback, sensitivity analysis) • Startup and investor-ready financial models • Scenario, sensitivity, and driver-based forecasting 2) FP&A and Forecasting • Budgeting and long-term financial planning models • Consolidated MIS & Accounts reporting • 12-month, 3-year, and 5-year financial forecasts • Rolling cash flow forecasts • Budget vs actual and variance analysis • Profitability, cost, and performance analysis 3) Financial Statements & Reporting • Preparation of Income Statement, Balance Sheet, and Cash Flow statements • Conversion of accounting data into structured financial statements • Historical financials preparation for investors, lenders, or internal review 4) Management Dashboards and Reporting • Executive dashboards (Excel and Power BI) • KPI tracking dashboards • Automated reporting and performance monitoring tools If you are a startup, investor, real estate firm, or established business, I can help you build robust financial models, FP&A systems, and management dashboards to support confident decision-making. 15 yrs experience | Chartered Accountant | FMVA® Certified | Excel Expert | Forecasting | DCF | Dashboards | Pitch deck | M&A | QoE | Analyst | Budget | GAAP Reporting | Financial Modelling | Valuation | Business Plan | Fractional CFO | FP&A | Financial Analysis | Analysis Model | Cash Flow Analysis | Business Analysis | Strategy |

I am a Chartered Accountant with more than 5+ years of experience and can be your one-stop shop solution for creating powerful financial models, pitch decks, business valuation, investor presentations and financial due diligence reports. 🏅5+ years of experience at Grant Thornton Deals & Strategies 🏅Chartered Accountant (US CPA equivalent) 🏅Worked on 100+ financial models and valuations, 75+ pitch decks and teasers and Quality of Earnings Analysis for multiple deals 🏅Partner at Vista Analytics, which provides the above mentioned transaction support services on a long term basis to consulting and valuation firms as well as startups. Please refer to my portfolio attached to get a sense of my work. Services Provided: ✅Investor Pitch Decks / CIMs: Designing engaging and visually compelling presentations for Fund Raising, Bank Financing, Seed / Angel Funding for Startups, M&A, LBO, etc. that clearly convey your business's value proposition and growth potential to potential investors. ✅Financial Modelling: Creating detailed and tailored financial models that forecast business performance for Fundraising, Project Finance, Corporate Restructuring, Operational Analysis, Investment Appraisal, Strategic Planning, LBO, Internal Budgeting, etc. ✅Business Valuations: Delivering precise and thorough Business Valuations using DCF, Comparable Company, Precedent Transaction, etc. Also, I can assist with purchase price allocation, 409A valuation , Valuation of intangibles, ESOP Valuation, litigation valuation, etc. ✅Industry Research: Providing in-depth industry analysis to inform strategic decisions and support business growth. ✅Quarterly/Monthly Investor Presentations: Preparing regular updates to keep investors informed about business performance and strategy. ✅Financial Due Diligence: Conducting comprehensive due diligence, including Quality of Earnings (QoE) and Proof of Cash analyses, to ensure financial integrity and accuracy.

I am a full-time freelancer with over 6 years of experience as a Sell-Side Equity Analyst and Investment Banking Research Analyst at JPMorgan, specializing in the Real Estate and M&A sectors. I have a 10+ years of experience as a Freelance Consultant. My expertise includes financial modeling, cash flow projections, DCF, dashboard creation, as well as streamlining and automating routine tasks using Excel and PowerPoint. In addition, I have strong experience in preparing high-quality interactive dashboards and delivering actionable insights to support strategic decision-making.

🌟 Unlock Financial Clarity with a Certified Valuation & Investment Expert 🌟 Are you looking for a seasoned finance professional who brings strategic insight and precision to your business decisions? With 11+ years of experience in investment banking, financial modeling, valuation, and due diligence, I help companies uncover real value and drive growth. 🔹 CA | CFA (USA) | IBBI Registered Valuer – SFA 🔹 100+ Valuation Projects | 50+ Financial Models | 10+ Due Diligence Mandates 🔹 Expertise in Financial Modeling, Equity Valuation, Startup Advisory, and Compliance 💼 Services I Offer ✅ Valuation Services – Business valuations under Companies Act, Income Tax Act, ESOPs, M&A, Startups, and complex financial instruments (CCPS, OCDs, CCDs, etc.) ✅ Financial Modeling – Custom-built models for LBOs, M&A, Real Estate, NBFCs, EV, Healthcare, and Manufacturing sectors ✅ Due Diligence & Reporting – Net debt analysis, quality of earnings, and red flag reviews ✅ Pitch Decks & Investment Memorandums – Clear, compelling presentations to support fundraising and strategic investments 🏆 Why Work With Me? ✔ High-Impact Results: Actionable insights for decision-making and investment planning ✔ Comprehensive Expertise: From tax audits to purchase price allocation and mergers ✔ Tool Proficiency: Excel, PowerPoint, Tally, QuickBooks, and financial databases ✔ Client-Centric Approach: Transparent, responsive, and committed to delivery excellence Let’s connect and discuss how I can support your valuation, investment, and financial modeling needs. Click the "Hire" button to get started!

As a Chartered Accountant (US CPA equivalent) and CFA L1 & L2 qualifications along with rigorous 8 years of professional experience including 6 years of professional experience at PwC India - Deals & Strategies, I possess a strong foundation in valuations, financial modeling, pitch decks, business plans, strategies, M&A advisory and more. This experience, coupled with successful services to over 200+ clients, demonstrates my ability to deliver high-quality solutions across diverse industries, including SaaS, tech, e-commerce, real estate, infrastructure, manufacturing, pharma and more. My experience encompasses over 500+ projects, closely engaging with PE and VC firms on fundraising, exits, valuations, etc. My access to premium databases like Capital IQ, DealStats, BV Research and EMIS along with a 5-star ratings on 97% of engagements, further solidifies my expertise and client satisfaction. Range of Services offered: ✅Fractional CFO services for financial planning and analysis, cash flow management, financial reporting, business performance, expansions, etc. ✅Easy-to-use, detailed financial models for startups, small & medium-sized businesses. ✅Attractive pitch decks, teasers and company presentations for seed round, series round, fund raising, IPO, M&A, etc. along with extensive industry research ✅Business valuations for various purposes including management considerations, taxation, litigation, M&A, PPA, 409A, etc using DCF and market approaches ✅Valuation of separate intangible assets for proposed sale / purchase price allocation (PPA) ✅Valuation of ESOPs using Binomial model, Black Scholes approach and Monte Carlo simulation ✅Quarterly / Monthly investor presentations on financial performance, key developments, KPIs, etc. ✅Screening services to extract data and multiples of peer companies and peer transactions relating to any particular company / industry using various databases ✅Assistance in review, logical check and arithmetical accuracy for valuation and financial models