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Struggling to make sense of complex financial data for strategic decisions? My name is Wilfredo, a CFA Level II passer with 𝟕+ 𝐲𝐞𝐚𝐫𝐬 in hedge fund research and M&A advisory, delivering actionable insights and robust financial models that drive growth and informed investments. 📈 𝐇𝐎𝐖 𝐈 𝐂𝐀𝐍 𝐇𝐄𝐋𝐏 𝐘𝐎𝐔 📊 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 Build custom financial models for investment evaluation, capital raising, and strategic planning. 📉 𝐌&𝐀 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 Assist with due diligence, deal modeling, and buy/sell-side transaction analysis. 📈 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 & 𝐄𝐪𝐮𝐢𝐭𝐲 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 Deliver comprehensive investment analysis and performance reviews across asset classes. 📊 𝐃𝐲𝐧𝐚𝐦𝐢𝐜 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝 𝐂𝐫𝐞𝐚𝐭𝐢𝐨𝐧 Design interactive dashboards using Excel, Power BI, or Tableau to monitor KPIs and business performance. 💰 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 Prepare clear, investor-ready pitch decks, reports, and fundraising documents. ============================================================================ 🌟 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 𝗦𝗔𝗬 🌟 ❝Wilfredo was a pleasure to work with. He was very diligent and responsive. I was impressed that Wilfredo came up with solutions and cool ideas to implement to the project. I would use Wilfredo again for future projects.❞ – William E. ❝Jun — you’ve done an excellent job on our specialized Excel projects. Your skills are clearly expert-level: you work quickly, build clean and reliable models, and consistently deliver exactly what’s needed. Communication has been regular and proactive throughout, with clear updates and thoughtful questions when requirements needed tightening. Most importantly, you complete work on time and to a high standard. I’d gladly hire you again and recommend you to anyone needing advanced Excel support.❝ - Chris D. ❝Wilfredo worked quickly and communicated well. He was able to review a financial model and make some helpful updates and comments.❞ – Lauren R. ❝Wilfredo is very smart and works quickly. The work was done perfectly and he made several adjustments that I asked for during the process. I definitely recommend him.❞ – Fahid Mustafa E. 🏆 Top Rated Plus Freelancer on Upwork 🎖 Chartered Financial Analyst Level II Passer 🎖 Financial Modelling and Valuation Analyst (FMVA) ============================================================================ 📊 𝗟𝗘𝗧'𝗦 𝗧𝗔𝗟𝗞 𝗙𝗜𝗡𝗔𝗡𝗖𝗘 Need expert financial analysis or a custom model to drive your business decisions? 𝗠𝗲𝘀𝘀𝗮𝗴𝗲 𝗺𝗲 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝘁𝗼𝗱𝗮𝘆 and let's unlock your financial potential together. I typically respond within 6 hours and am ready to support your project needs. 💼 𝐓𝐎𝐎𝐋𝐒 & 𝐓𝐄𝐂𝐇𝐍𝐎𝐋𝐎𝐆𝐘 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 • Excel (Advanced Financial Modeling) • Financial Modeling and Valuation Analyst (FMVA) • Equity Valuation Models 𝐃𝐚𝐭𝐚 𝐕𝐢𝐬𝐮𝐚𝐥𝐢𝐳𝐚𝐭𝐢𝐨𝐧 & 𝐁𝐈 𝐓𝐨𝐨𝐥𝐬 • Power BI • Tableau 𝐃𝐚𝐭𝐚𝐛𝐚𝐬𝐞𝐬 & 𝐐𝐮𝐞𝐫𝐲𝐢𝐧𝐠 • SQL 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐓𝐨𝐨𝐥𝐬 • Hedge Fund Research Platforms • Investment Banking Tools 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 & 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 • Chartered Financial Analyst (CFA) Level II Passer • Financial Modelling and Valuation Analyst 𝐒𝐨𝐟𝐭 𝐒𝐤𝐢𝐥𝐥𝐬 & 𝐌𝐞𝐭𝐡𝐨𝐝𝐨𝐥𝐨𝐠𝐢𝐞𝐬 • M&A Advisory Support • Due Diligence • Deal Execution • Investment Analysis • Scenario & Cost Optimization Analysis FP&A, Financial Modeling, Financial Analyst, Budgeting, Forecasting, Valuation, DCF, M&A, Investment Analysis, Due Diligence, Excel Expert, Power BI, KPI Dashboard, Cash Flow Forecasting, Strategic Finance

Hi, Carl here! A fantastic financial analyst who possessed deep interests in numbers and analysis. Just tell me everything about finance and my eyes will shine before the sunshine. A brief background on my work experience, I am currently working in Private Equity based in US and worked in various corporate finance roles such as capital fundraising, financial modeling, financial analysis and forecasting, pitchdecks, due diligence, and investment reports/presentations. With my experience in analysis of over 5,000+ properties and $1Bn+ managed funds in the real estate-tech industry, I am ready to take on new opportunities where I can offer my valuable expertise in the areas of finance, analytics, and visualization. I am currently looking for a full/part-time work with fixed hours per week/month. What I can offer you: - Financial Analysis - Financial Modeling - Excel data cleaning, manipulating, analysis, formatting, and visualization - Bookkeeping - Bank reconciliation - Streamline Excel process - Underwrite acquisitions and deals Industries I worked for: Multi-family residential real estate, self-storage, oil & gas, renewable energy, utilities, technology, education Tools I used: Excel, Google Sheets, Quickbooks Online (QBO), Yardi, Prorize, Stortrack, SiteLink/StorEdge So, what are you waiting for? Save your time and let me do the work for you. Rest assured that I will produce superb outputs and ideal results. Looking forward to working together in achieving superior returns. 😄

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

I build Excel and Google Sheets business systems for project management, financial analysis, reporting, and automation. My solutions help businesses replace manual spreadsheets with structured, reliable, and scalable systems that improve efficiency, visibility, and decision-making. My focus is on creating systems that balance business complexity with ease of use, ensuring that even non-technical and non-spreadsheet-savvy users can operate them confidently and efficiently. Solutions will be designed for clarity, usability, and real-world workflow adoption. I develop end-to-end business systems including: → business management and operational tools → ERP-style project management systems → executive and management dashboards → profitability, P&L, cash flow, and financial analysis systems → workflow automation & reporting systems → construction project management and controls systems → real estate underwriting and investment analysis tools I have worked with operational and financial data from enterprise platforms such as SAP, Yardi, QuickBooks, Xero, and Primavera, transforming complex ERP and business data into structured reporting systems, dashboards, and actionable management insights. I utilize Excel, VBA, Power Query, Power Pivot, Google Sheets, and Google Apps Script to build scalable, automation-driven systems that integrate reporting, data modeling, and business process optimization. Over the past 16+ years, I have built solutions used in enterprise environments including organizations such as Microsoft, Pfizer, and Abbott, where accuracy, scalability, and reliable reporting are critical. I take full ownership of every solution, from design and architecture to development and delivery, and provide ongoing support to ensure systems remain stable, adaptable, and aligned with evolving business needs. If you need a custom-built system that improves visibility, reduces manual work, and gives you better control over your operations, I design and build solutions tailored to your workflow.

If you’re looking for someone who can take ownership, bring clarity to complex problems, and help your business run more efficiently — you’re in the right place. I’m a Business Analyst and Product-focused Operations Specialist with 11+ years of experience supporting startups, fintech platforms, and enterprise operations. I work with founders, product teams, and operations leaders who need more than documentation — they need someone who understands how systems, data, people, and processes work together. Over the years, I’ve helped teams: • Turn unclear ideas into clear, testable requirements • Fix broken workflows that slow teams down • Improve operational efficiency without adding headcount • Deliver products and improvements that actually ship My background spans business analysis, product ownership, fintech data, pricing analysis, and operational excellence, which means I don’t look at problems in isolation. I focus on outcomes. What sets me apart I don’t just “follow requirements.” I ask the right questions, challenge assumptions when needed, and make sure what’s being built or improved makes sense for the business and the end user. I’ve worked as: • A Product Owner leading backlog refinement and delivery • A Business Analyst translating needs into user stories and acceptance criteria • An Operations & Process Specialist driving continuous improvement • A Fintech / Pricing Analyst maintaining high-stakes financial data accuracy Because of this mix, clients trust me with work that needs clarity, accountability, and results. *** EXPERIENCE HIGHLIGHTS *** Product & Business Analysis I’ve worked closely with engineering, design, and stakeholders to: • Write clear user stories, acceptance criteria, and functional requirements • Facilitate refinement sessions and break down complex initiatives • Validate feature logic before release to avoid costly rework • Support teams during delivery by clarifying scope, intent, and edge cases I’ve also taken over in-flight or stalled projects, clarified requirements, aligned teams, and successfully delivered them to completion. ________________________________________ Fintech & Pricing Expertise I’ve spent several years supporting fintech and pricing-driven platforms, including home-loan broker systems and energy comparison platforms. My work includes: • Maintaining and improving pricing rules, calculations, and datasets • Ensuring regulatory and data accuracy • Supporting backend enhancements to improve performance and conversion • Updating large-scale pricing datasets under tight timelines In one role, I completed a 6,000+ product pricing update ahead of schedule, significantly improving data accuracy and operational efficiency. ________________________________________ Operations & Process Improvement In operations-focused roles, I’ve led continuous improvement initiatives across Order to Cash, acting as an SME for governance and performance reporting. Key results include: • Improving processing time by 20% • Reducing overtime through demand and seasonality analysis • Preventing a proposed tool investment equal to 65% of operational spend through data-backed cost–benefit analysis • Establishing a Citizen Developer framework that enabled low-code automation and reduced reliance on IT I’m comfortable working with KPIs, FTE analysis, dashboards, audits, and operational reviews — and translating insights into practical action. ________________________________________ HOW I WORK Clients describe me as: • Structured but flexible • Proactive and easy to work with • Calm under pressure • Clear in communication I’m comfortable working independently, but I also integrate easily into existing teams. I keep stakeholders informed, raise risks early, and focus on delivering value — not just staying busy. PROFESSIONAL SERVICES I OFFER Business Analysis & Product Support • Requirements gathering and documentation • User stories, acceptance criteria, and functional specs • Backlog refinement and prioritization support • Stakeholder workshops and clarification sessions • Feature validation and UAT support Product Ownership (Support or Interim) • Backlog management and sprint planning support • Scope and priority alignment with stakeholders • Delivery support for in-flight or inherited projects • Product documentation (epics, roadmaps, wireframes support) Operations & Process Improvement • Process mapping and gap analysis • KPI, FTE, and performance reporting • Continuous improvement initiatives • Operational reviews and governance support • Cost–benefit analysis and decision support Fintech, Pricing & Data Support • Pricing and rate maintenance • Data validation and rule logic review • Backend support for pricing-driven platforms • Regulatory and accuracy checks • Large-scale data updates and audits TOOLS & PLATFORMS • JIRA, ClickUp, Asana, Trello • Excel & Google Sheets (advanced formulas, pivots, Power Query) • Process mapping and documentation tools • Wireframing support