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Clients rate Financial modelers
Rating is 4.8 out of 5.
4.8/5
based on 949 client reviews
  • $60 hourly
    • 4.8/5
    • (126 jobs)
    I specialize in building high-impact ✅ Financial models ✅ Automated workflows ✅ Dashboards ✅ Data visualizations and ✅ Pitch Decks using ✅ Google Sheets ✅ Excel VBA ✅ Google Apps Script ✅ Python ✅ Zapier ✅ APIs ✅ Google Slides and ✅ Make.com to optimize business operations. ✅ My strengths and skills as highlighted by the Clients: 🔹"Zakia is an exceptionally smart and proactive freelancer. She fully understood our project requirements, needed no additional guidance, and delivered superb work. Her attention to detail, proactive communication, and thorough analysis exceeded our expectations. Zakia even provided helpful video instructions, making our work much easier and saving us valuable time. Her commitment and quality of work were outstanding. Highly recommended!"🔹 🔹"Zakia is a Superstar!!!! She completed my request sooner than expected and the result is more than what anticipated. Amazing work and I would hire again in a heartbeat."🔹 🔹"Available and kept her word with timing. We worked on a really tight deadline and she delivered. I would hire her again."🔹 🔹"The project with Zakia went more than smoothly. Her service and quality of work exeeded my expectations. Don't hesitate to work with this person!"🔹 🔹 Technical Strengths: ✔️ Financial Modeling: Expert in Excel (XLOOKUP, INDEX-MATCH, Power Query) and VBA for scenario modeling ✔️ Google Apps Script: Custom scripts with triggers, onEdit functions, and data parsing from webhooks ✔️ KPI Dashboards: Built interactive Looker Studio dashboards with real-time Google Sheets sync ✔️ API Integrations: Real-time data pulls using REST APIs with error handling and OAuth 2.0 authentication ✔️ Data Automation: Bulk operations using batch processing, triggers (time-driven, onOpen, onFormSubmit) ✔️ Collaboration Tools: Integrated Google Sheets with Slack for automated notifications ✔️ Cross-Platform Integrations: Linked Google Sheets with Airtable, Notion, and Trello for business operations ✔️ Database Operations: Integrated Google Sheets with Firebase for real-time data storage ✔️ Security: Implemented OAuth 2.0 for API connections and encrypted sensitive data fields 🔹 Success Highlights: ✅ Developed multi-client reporting templates for businesses (integrated Google Sheets) ✅ Integrated TasksBoard App and Google Sheets to track real-time progress of tasks ✅ Built an automated budgeting tool with scenario analysis and data imports from Google Finance API ✅ Automated recurring reports using Google Apps Script with scheduled Slack alerts ✅ Created a Google Slides report powered by dynamic data from Google Sheets
    Featured Skill Financial Modeling
    JavaScript
    Make.com
    Microsoft Excel
    Zapier
    Spreadsheet Automation
    Excel Formula
    Google APIs
    Financial Model
    Automated Workflow
    Dashboard
    Google Apps Script
    Excel Macros
    Google Sheets Automation
    Google Sheets
  • $55 hourly
    • 4.8/5
    • (155 jobs)
    With over 14 years of experience in Islamic finance, business planning, financial analysis, writing and translation, I have had the privilege of serving more than 200 clients globally, delivering expertise in Islamic finance, business strategy, financial analysis, curriculum design, translation, writing, and nonprofit consulting. My high-impact services have consistently provided valuable solutions across these diverse sectors, ensuring client satisfaction and success. ➛ Top 1 Islamic Finance Expert on Upwork ➛ Possess a diverse educational background with an MBA/MS in Islamic Finance, an 8-year Islamic Scholar's degree, a Master's in Arabic, and a certificate in Entrepreneurship. ➛ I've been an entrepreneur, Shariah advisor, and business manager, providing me with a multi-dimensional perspective on projects. ➛ My mission is to make your business endeavors less stressful and more prosperous through my result-oriented services. ➛ I have helped clients achieve satisfied investors, resolve business challenges, and boost revenue ethically. ➛ I only promise what I can deliver, and I deliver what I promise. Potential Collaboration Scenarios: ✓ You have a business idea and need help transforming it into a comprehensive business plan. ✓ Your business model or product requires full Shariah-compliant Islamic financial solutions. ✓ You need a course, syllabus, or presentation related to Islamic or business studies. ✓ You require translation of your Islamic or business content. Services Offered: ➜ Consulting on Islamic financial models and products like Musharakah, Mudarabah, Ijarah, Murabaha, etc. ➜ Crafting detailed business plans for growth strategy, financial planning, and investor attraction. ➜ Shariah guidance on letters of credit, supply chain financing, crowdfunding, Fintech, Takaful, and Zakat. ➜ Writing grant proposals, contracts, agreements, and conducting research. ➜ Producing well-researched materials, articles, and blogs on business and Islamic topics. ➜ Designing Islamic courses, lesson plans, e-books, presentations, and quizzes/MCQs. ➜ Advising on Halal Investment in Mutual Funds, ETFs, Index Funds, Stocks, and Real Estate. ➜ Teaching Islamic finance, Islamic studies, Tafseer, Hadith, and Arabic. ➜ Translation services for Urdu, Pashto, English, and Arabic. Portfolio Highlights: • Developed a shariah-compliant credit card for a US bank • Designed an Islamic insurance model for a phone company • Created a Murabaha calculator for a fintech • Designed a microfinance model for poverty alleviation • Formulated real estate investment models • Planned Halal investments using US index funds • Provided Shariah solutions for supply chain financing • Authored investment agency and partnership agreements • Reviewed digital coins and tokens • Taught Islamic finance, economics, fiqh, and Arabic • Compiled the book ‘Trade and Business in Islam’ as a course • Authored over 100 articles and blogs, and more than 75 grant proposals and business plans • Developed 6,000 Islamic quizzes and translated over 1.5 million words of legal, business, and Islamic content • Contributed to syllabuses, courses, and assessments for business subjects, Islamic finance, Quran, fiqh, and seerah May past clients: My past clients include prominent names such as EQRAZ Inc., Malco Capital Investments LLC, Muraadso, Systemrapid, AVIRISE, Subscribe Ltd., Ruby Enterprise, Roaa Tech, DicoTech, Homeis, HTC, Optimize, Prophetic Path, Islamicly, and Zycus. Client Testimonials: ☆ "Habib is very knowledgeable in finance and Islamic finance specifically. He communicates well and goes above and beyond to assist his clients. Highly recommended for Islamic Finance consultation." ☆ "Translation of the complex AAOIFI Standard 59 into English was handled expertly by Habib. Despite the distance, the collaboration was seamless." ☆ "Habib brings excellent finance skills and strong English fluency. He works quickly, communicates effectively, and is a great business partner. His expertise in Islamic finance is of high value." Considerations for Collaboration: ✗ Unethical business strategies are not within my support scope. ✗ I do not participate in academic or student assignments. Expertise: Islamic finance, business planning, Islamic banking, financial analysis, Shariah compliance, FinTech, Takaful, microfinance, nonprofit, research, fatwas, Halal practices, articles, blogs, Islamic theology, business/Islamic content, translation, proofreading. 📥 If my expertise aligns with your project needs, feel free to reach out via Upwork message to explore how I can assist you.
    Featured Skill Financial Modeling
    Religious, Charitable & Nonprofit
    Compliance Consultation
    Financial Consulting
    Business Consulting
    FinTech Consulting
    Financial Analysis
    Article Writing
    Arabic to English Translation
    Islamic Banking
    Business Plan
    Urdu to English Translation
    English to Urdu Translation
    Islamic Theology
    Pashto
  • $65 hourly
    • 5.0/5
    • (5 jobs)
    I am an experienced finance, accounts and an audit professional. I have setup and managed the financial affairs of several start up and emerging companies. Have set up the client’s chart of accounts to work with their specific industry and corporate needs. My core competency lies with a strong foundation in financial accounting and auditing and the ability to implement that knowledge for many different industries and provide financials that is useful to the stakeholders. My goal is to provide quality services. I am offering a variety of services, including but not limited to: • Accounting and bookkeeping, including batch processing (bulk invoices, bills, expenses and bank transaction) • Financial planning, consulting and management • Migration of accounts from different accounting software • Intelligent data analysis to detect and prevent fraud and financial mismanagement • Collections, accounts receivables payables • Business setup • Data entry and analysis
    Featured Skill Financial Modeling
    Bookkeeping
    Microsoft Dynamics CRM
    Xero
    Intuit Quicken
    Data Migration
    Wave Accounting
    Sage 50 Accounting
    Intuit QuickBooks
  • $85 hourly
    • 4.9/5
    • (173 jobs)
    You don’t need another generic pitch deck - you need a funding system that builds investor confidence, wins capital, and shows your startup is ready to scale. I help startup founders and growth-stage entrepreneurs raise capital through a complete Investor Readiness System™ - built on strategic business planning, persuasive pitch decks, and investor-grade funding systems. With over 9 years of experience, I’ve worked with U.S. VC-backed founders, SBA loan applicants, grant-seekers, and global accelerators to craft funding documents and systems that actually convert - not just look good. Whether you're raising $50K or $5M, I deliver assets that align with real investor expectations - clear business strategy, market logic, financial clarity, and storytelling that sells. My Signature Offer: Founder Funding Stack™ ($5K+ Premium Package) which is a full-stack, done-for-you investor system that includes: ✅ Strategic Business Plan (10–15 pages, SBA/VC-ready) ✅ High-Converting Pitch Deck (12–15 slides, Sequoia-style flow) ✅ 3-Year Financial Model with Forecast Visuals ✅ KPI Tracker (Notion) ✅ Pitch Script + Investor FAQ Prep Sheet ✅ Investor CRM + Email Templates + 30-Day Outreach SOP Other Offer Packages I Deliver: 1. Investor Readiness System™ → Plan + Deck + Forecast ($2K–$3K) 2. Investor Outreach Accelerator™ → CRM + Templates + SOP ($1.5K–$2.5K) 3. Startup Funding Launch Pack™ → Business Plan + Forecast ($997+) Tools I Work With: • Notion, MS Word/Google Docs/Slides/Sheets, Canva • Pitch deck systems (Sequoia, YC, Techstars format) • CRM setups (investor pipelines, follow-up workflows) My Clients Include: • Startup founders raising seed or pre-seed capital • Solo entrepreneurs applying for SBA loans or grants • Growth-stage teams applying to accelerators • Coaches & consultants formalizing their brand to attract investment Ready to raise capital with confidence and clarity - and without the chaos? Let’s build your investor system the right way, from strategy to outreach.
    Featured Skill Financial Modeling
    Fundraising Presentation
    Business Consulting
    Business Planning & Strategy
    Business Plan
    Financial Model
    Financial Projection
    Pitch Deck
    Startup Pitchbook
    Pitchbook
    Financial Management
    Fundraising
    Venture Capital Consulting
    Startup Consulting
  • $35 hourly
    • 4.9/5
    • (191 jobs)
    I’m a Finance Professional and Strategic Consultant specializing in Financial Planning & Analysis (FP&A), Investment Consulting, and Business Strategy to drive growth and profitability. With expertise in valuations (DCF, M&A, LBO), budgeting, forecasting, and strategic finance, I help businesses enhance financial performance, attract investors, and make confident, data-driven decisions. How I Can Empower Your Business: 📈 Investment-Ready Business Plans & Pitch Decks Develop high-impact business plans, investor pitch decks, and financial projections that clearly communicate your business model and funding potential. 💡 Strategic Finance & Investment Consulting Expert in M&A advisory, capital allocation, due diligence, and corporate finance, ensuring data-backed investment decisions. 📊 Financial Planning, Analysis & Modeling (FP&A) Build comprehensive financial models, 3-statement forecasts, and scenario analyses using Excel and Google Sheets for precise business insights. 💼 Budgeting, Forecasting & Cost Optimization Establish KPIs, cost controls, and financial monitoring systems to enhance profitability and operational efficiency. 📚 Data Analytics & Business Intelligence Leverage interactive dashboards, pricing models, and financial insights to optimize strategy and decision-making. 🧮 Accounting & Financial Reporting Ensure IFRS & GAAP compliance, financial statement preparation, and accurate bookkeeping with QuickBooks, Xero, Sage, and NetSuite. 🔹 Let’s unlock sustainable growth, strategic financial success, and investment readiness for your business! 🚀
    Featured Skill Financial Modeling
    Dashboard
    Investment Preparation
    Financial Projection
    Accounting
    Budget
    Pricing Strategy Consulting
    Pitch Deck
    Business Plan
    Financial Analysis & Valuation
    Financial Planning
    Google Sheets
    Bookkeeping
    Financial Statement
    Microsoft Excel
  • $50 hourly
    • 4.9/5
    • (88 jobs)
    Expert Vetted & Top-Rated financial modeling and FP&A expert with 7+ years of experience specializing in SaaS, AI/ML and technology. I've equipped 50+ startups with strategic financial planning and investor-ready financial models, helping them secure millions in funding. Core Services: * Advanced Financial Modeling (SaaS metrics, AI/ML startups, Tech companies, hospitality) * Strategic FP&A & Virtual CFO Services * Startup Valuation & Fundraising Preparation * Business Planning & Financial Strategy * KPI Tracking & Performance Analytics Industry Expertise: * SaaS & Subscription-based Models * AI/ML & Deep Tech * E-commerce & Marketplaces * FinTech & Digital Platforms * Crypto startups What Makes My Service Different: * Specialized in tech startup metrics and unit economics * Custom-built dynamic models that adapt to your growth * Ongoing FP&A support through flexible retainer arrangements * Deep understanding of investor expectations and startup dynamics * 100% Job Success Score with a proven track record I transform complex financial data into actionable insights that drive strategic decisions and sustainable growth. Whether you need fundraising preparation, operational planning, or ongoing financial advisory, I deliver investor-grade financial models and analysis that help you achieve your business objectives. Ideal for: * Tech startups preparing for fundraising * Scale-ups needing robust financial planning * Companies requiring strategic financial advisory * SaaS businesses optimizing for growth ✅ 100% Job Success Score ✅ Top Rated & Expert Vetted on Upwork ✅ Fast response time ✅ Clear communication Sound like a fit? Let's discuss your financial strategy: 1. Review my portfolio below to see sample financial models 2. Click the 'Send Message' button (top right) to start the conversation 3. Share your business goals and timeline - I'll respond within 24 hours 🎯 First-time client? I offer a free 20-minute consultation to discuss your needs and demonstrate how I can add value to your business. Let's transform your financial strategy into a competitive advantage. Message me now!
    Featured Skill Financial Modeling
    SaaS
    Venture Capital Consulting
    Microsoft Word
    Financial Reporting
    Business Valuation
    Forecasting
    Business Plan
    Financial Analysis
    Management Consulting
    Microsoft Excel
  • $40 hourly
    • 4.9/5
    • (115 jobs)
    🚀 120+ Pitch Decks Designed |✍ 70+ Business Plans Written | 📈50+ Financial Models Prepared |💰 $70m+ Raised in Early-Stage Funding for Startups As a Co-Founder of Ideate Business Plans, I've helped startups raise over $70M in Pre-Seed to Series A funding through expertly crafted pitch decks and business plans. With 7 years of management consulting experience, I combine financial expertise with compelling design to create investor-ready materials that have proven successful across diverse sectors including AI, SaaS, fintech, blockchain, healthcare, and EdTech. Tailored solution for your fundraising needs: 1. Investor Pitch Deck: ✅ Content structure based on Guy Kawasaki or Sequoia Capital format ✅ Infographics & Engaging Graphics 2. Business Plan: ✅ Market Analysis ✅ Competitor Insight ✅ Business Model ✅ Suitable for investors, banks, and SBA applications 3. Financial Model: ✅ 3-Statement Financial Model (Balance Sheet, P&L, Cashflow) ✅ Easy to navigate Excel or Google Sheets ✅ Market-validated Assumptions ✅ Business Valuation A few of my testimonials on Upwork: 🏆 "It was a great experience working with Saad, would highly recommend him to anyone looking for a top-quality freelancer to deliver your business plan documents or similar. He is very professional top quality, and delivered in an excellent timely manner." - Edmund (SaaS Startup ~ Business Plan, Pitch Deck & Financial Model) 🏆 "Saad was great to work with. He was extremely efficient and communicated timely. We needed a business plan from scratch and Saad did an excellent helping get this completed. Thank you so much, Saad 🙏🏾" - Najah (Yoga & Wellness Club ~ Business Plan & Financial Model) 🏆 "Saad was a pleasure to work with. He is able to take the content you have and simplify it in a clean but modern way. We already started another project together. I strongly recommend him for deck design." - Brian (Renewable Energy Startup ~ Pitch Deck) 🏆 "Saad is an amazing find. We needed some last-minute help with re-designing an investor presentation and were lucky to get Saad's help. He helped not only with design but also helped clarify some of our content and came up with great suggestions for improvement. He compressed at least a week's work into a couple of days, staying up until 4 a.m. his time to complete the work. We'll definitely be working with Saad again." - Baird (Fintech Startup, Pitch Deck) 🏆 "Saad truly cares about his work and I can tell he loves what he does! I'm really lucky to have found Saad on Upwork. As a startup, it can be nerve-wracking to trust anyone with your dream business. In Saad, I found someone who was dedicated to doing a great job and cared a lot. I can be pretty tough when it comes to quality of work, and he has absolutely proved to me he's the real deal!" - Erika (Weather Climate App, Pitch Deck & Financial Model) Feel free to contact me with any inquiries or simply for a friendly conversation about how I can assist you. I look forward to getting in touch!
    Featured Skill Financial Modeling
    Google Slides
    Business Proposal Writing
    Investor Overview
    Startup Consulting
    Immigration Business Plan
    Business Planning & Strategy
    Business Plan Writing
    Startup Pitchbook
    Fundraising Presentation
    Pitch Deck
    Business Plan
    Pitchbook
    Microsoft PowerPoint
    Presentation Design
  • $35 hourly
    • 4.8/5
    • (98 jobs)
    Greetings! 🌟 I am a highly experienced business plan writer with a proven track record of assisting startups and organizations to grow and scale their businesses to the next level. I specialize in developing customizable business plans, stellar pitch decks, and dynamic financial models/projections, enabling entrepreneurs to raise funding/investments from various sources, including angels, venture capitalists, and other sources as per their business requirements. As a certified member of ACCA, my career spans over fifteen years, working with Big Four consultancy firms (Ernst and Young) and large financial institutions. Over the years, working in the field of finance and business consultancy, I have built a diversified portfolio encompassing projects related to business plans, pitch deck creation, business analysis, and financial modeling for clients operating in various sectors. Throughout my career, I have collaborated with numerous startups and established companies, helping them create documents that accurately reflect their business vision, successfully raise funding, and propel their businesses to the next level. My unwavering dedication, commitment, and delivery of exceptional results have earned me the trust of clients globally. This trust is evident through the positive feedback I receive and the recurring work I am entrusted with. Client Testimonials on Upwork: 💬 “Best Business Plan developer on Upwork. The communication was amazing, and the feedback on matters back and forth was listened to. He understood what the customer wants, and that’s what makes him the best business developer on Upwork." 💬 “Sheryar was a pleasure to work with. His creativity, as well as professionalism, is evident in his work. He truly created a masterpiece of a Pitch Deck and was attentive, making large and small changes until I was 100% satisfied.” 💬 “Best hiring ever for us on freelance platforms. The quality of the business plan is above expectations. The business plan and the financial model developed far exceeded our expectations. Will definitely work with him again.”   Services 📊📈 Startup Business Plans and Pitch Decks: Crafting detailed business plans and compelling pitch decks to secure Seed Round funding from venture capitalists, angel investors, and banks. Series A, B, C, and D Funding Business Plans: Developing customizable business plans, pitch decks, and investor materials to facilitate growth and expansion during various funding rounds of startups and established organizations. Pre-IPO Business Plans and Pitch Decks: Preparing in-depth business plans and pitch decks for companies seeking pre-IPO financing. USA Immigration Visa Business Plans: Creating tailored business plans for E-2, L-1, EB2-NIW, EB-5, and other visa applications to meet US immigration requirements. UK Immigration Visa Business Plans: Developing business plans for the Innovator Visa, Start-up Visa, Tier 1 (Investor) Visa, and Tier 1 (Entrepreneur) Visa to support UK immigration applications. Regulatory Compliance Business Plans: Preparing business plans for submission to regulatory authorities to ensure compliance and approval. Franchise Business Plans: Crafting detailed franchise business plans to support franchise development, operations, and expansion strategies. Dynamic Financial Models and Projections: Designing dynamic financial models and projections to provide accurate financial forecasting and scenario analysis. Business Proposals and Feasibility Reports: Writing detailed business proposals and feasibility reports to support business decisions and strategic planning. Growth Strategy Documents: Creating comprehensive growth strategy documents to outline plans for business development and market expansion. Merger and Acquisition Plans: Developing strategic merger and acquisition plans to facilitate business consolidation, growth, and value maximization. Why Work with Me? 🤝 • Successfully helped startups and established companies secure funding. • Over fifteen years in finance and business consultancy. • Trusted by clients worldwide with positive feedback and repeat engagements. • Relatively fast turnaround time of 10-12 working days to complete a business plan. • Professional business plans, pitch decks, and investor documents. My primary objective is to build trust with my clients by delivering high-quality services. For complex projects, I can collaborate with a team of expert business and finance consultants and handle complex and large-scale projects. Feel free to reach out to discuss your project. I look forward to collaborating with you. Best Regards, Sheryar Nadeem
    Featured Skill Financial Modeling
    Investment Research
    L-1 Visa
    Immigration Business Plan
    Startup Consulting
    Pitch Deck
    Business Consulting
    Business Proposal
    Market Research
    Business Plan Writing
    Financial Analysis
    Business Analysis
    Management Consulting
    Business Plan
    Business Writing
  • $45 hourly
    • 4.6/5
    • (57 jobs)
    🔹 Business Plan | Investor Pitch Deck | SBA & Bank-Ready business plan, Financial Forecasting Expert 🔹 Are you looking to raise investor capital, secure an SBA or bank loan, or pitch your startup idea with confidence? I specialize in professional business plan execution, investor-grade pitch decks, financial modeling, and investment memorandums tailored for VCs, angel investors, banks, and government funding agencies. With a proven track record supporting startups, small businesses, and high-growth ventures, I bring deep expertise in turning innovative business ideas into structured, compelling documents that get results. ✅ My Key Services: Bank-Ready Business Plans (SBA-compliant, lender-approved) Investor Business Plans (for Angel, VC, and Seed Funding) Visually-Engaging Pitch Decks (Story-driven and data-supported) Investor Memos & Executive Summaries Financial Forecasting & Modeling (5-year projections, unit economics, breakeven, ROI analysis) Startup Valuation Analysis 🎯 Industries Served: Tech | SaaS | E-commerce | Real Estate | Health & Wellness | Green Energy | Manufacturing | and more. 💼 Tools & Frameworks: Excel | PowerPoint | Canva | SWOT | TAM-SAM-SOM | ROI/IRR/NPV analysis Whether you're raising your first round or expanding your business through debt financing, I can help you craft documents that not only meet technical requirements but also tell a compelling business story. Let’s work together to turn your vision into a fundable reality. 📩 Message me today to discuss how I can support your goals with a custom quote or free initial consultation.
    Featured Skill Financial Modeling
    Executive Summary
    Marketing Strategy
    Startup Consulting
    Business Proposal Writing
    Business Analysis
    Financial Analysis & Valuation
    Market Research
    Financial Projection
    Pro Forma Statement
    Real Estate Financial Model
    Pitch Deck
    Business Plan Writing
    Real Estate Business Plan
    Business Plan
  • $50 hourly
    • 5.0/5
    • (24 jobs)
    🚀 Financial Modeling & Business Valuation Expert | 🎓 FMVA® Certified & ACCA | PWC Consultant | ⭐ 100% Job Success Score Hi, I’m Kamal Hamza, a chartered certified accountant and consultant at 💼 PwC, with over 5 years of experience in financial modeling, business valuation, and financial projections. I specialize in building highly accurate, investor-ready financial models that drive business growth and strategic decision-making. As an 🎓 FMVA® (Financial Modeling & Valuation Analyst) certified professional from CFI (certificate is attached in my profile) , I have successfully developed startup financial models, performed business valuations, and created financial projections for companies across various industries. With a ⭐ 100% Job Success Score & 100% Client Satisfaction Rate, I am committed to delivering top-tier financial solutions tailored to each client’s needs. 💡 My Expertise Includes: ✔ Financial Modeling – Custom-built, dynamic models for investment analysis and decision-making. ✔ Financial Projections – Data-driven forecasting for startups, SMEs, and large corporations. ✔ Startup Financial Model – Investor-ready models designed to attract funding and optimize cash flow. ✔ Business Valuation – Comprehensive valuation reports using DCF, market comps, and precedent transactions. ✔ Budgeting & Forecasting – Strategic financial planning models to improve financial performance. ✅ Why Work With Me? 🔹 💯 100% Job Success Score & 100% Client Satisfaction Rate – Proven excellence in financial services. 🔹 💼 PwC Experience – Leveraging Big 4 expertise to deliver high-quality financial models. 🔹 🎓 FMVA® Certified – Recognized expertise in financial modeling and valuation. 🔹 Tailored Approach – No templates—fully customized solutions to fit your business goals. 🔹 Actionable Insights – Clarity, accuracy, and strategic guidance in every financial model. 📊 Whether you need expert financial modeling, financial projections, or a business valuation, I’m here to help you make informed financial decisions and drive success! 📩 Drop me a message, and I’ll schedule a meeting to discuss your requirements in detail!
    Featured Skill Financial Modeling
    Company Valuation
    Real Estate Financial Model
    Business Valuation
    Financial Plan
    Ratio Analysis
    Discounted Cash Flow
    Financial Planning
    Business Plan
    Financial Analysis
    Forecasting
    Financial Analysis & Valuation
    Financial Projection
    Financial Model
    Real Estate Financial Modeling
  • $50 hourly
    • 5.0/5
    • (11 jobs)
    With over 7 years of experience in Finance & Accounting including 4 years at KPMG Deal Advisory. I specialize in M&A transactions, leveraged buyouts (LBOs), debt structuring, and financial modeling for capital raising, SBA loans, and investment analysis. What I Deliver: 🔹 M&A Deal Advisory Buy-side and sell-side support including synergy analysis, financial due diligence, integration planning, accretion/dilution analysis, and financial modeling. 🔹 LBO Modeling & Debt Structuring Advanced leveraged buyout models with waterfalls, IRR/MOIC analysis, debt coverage schedules, and risk-tested projections for investor decision-making. 🔹 SBA Loan Financial Projections Lender-compliant financial models tailored for SBA 7(a) and 504 loans — including DSCR calculations, covenant analysis, and sensitivity testing. 🔹 DCF & Valuation Modeling Robust valuation models using DCF, CCA, and Precedent Transactions — customized for M&A deals, equity raises, and internal planning. 🔹 Capital Raising & Fund Structuring Investor-grade pitch support, fundraising models, and capital allocation frameworks for founders, private equity, and venture capital. 🔹 Post-Merger Integration & Financial Planning Seamless integration strategy, synergy realization, and operational modeling post-acquisition. Industries I’ve Served: ✅ Private Equity & Venture Capital ✅ SaaS, Fintech & Blockchain ✅ Real Estate & Infrastructure ✅ Manufacturing & Industrials ✅ E-commerce & Retail What I Need To Get Started: Profit & Loss and Balance Sheet (accrual-based, GAAP/IFRS) Unit-level revenue/expense breakdowns Debt structure details (term loans, revolvers, mezzanine) Operational metrics (churn, CAC, occupancy, margin drivers) My Process Covers: ✅ Sell-Side Support: Teaser/CIM prep, due diligence coordination, deal modeling, and valuation optimization. ✅ Buy-Side Strategy: Target screening, financial evaluation, integration modeling, and funding plan. ✅ Debt Financing & SBA Prep: Lender-ready projection models, funding strategy, and application deliverables. ✅ Valuation & Investment Models: Custom DCF, LBO, accretion/dilution, scenario analysis, and sensitivity stress testing. 🧠 Advanced Modeling Expertise: ✔ Term Loans, Revolvers, Mezzanine Debt, Seller Financing ✔ Earnouts, Management Rollovers, OIDs ✔ Exchange Ratio & Synergy Analysis ✔ Fund-Level Returns, Equity Stack Visualization Why Work With Me? ✔ 150+ financial models and transactions delivered ✔ Deep expertise in M&A, LBOs, SBA lending, and investment analysis ✔ Models built for lenders, investors, and board-level decision-making ✔ Trusted by clients across 10+ countries Let’s discuss how I can help you structure your next deal, raise capital, or build investor-ready models that deliver results.
    Featured Skill Financial Modeling
    Financial Planning
    Financial Analysis
    Finance & Accounting
    Financial Model
    Microsoft Excel
    Excel Formula
    Excel Macros
    Company Valuation
    Private Equity
    Investment Banking
    Corporate Finance
    Financial Projection
    Financial Accounting
    Financial Analysis & Valuation
  • $35 hourly
    • 4.9/5
    • (68 jobs)
    With a BS in Accounting & Finance from IBA and CFA charter holder credentials, I specialize in providing comprehensive financial planning and analysis (FP&A) services. Leveraging advanced Excel skills, I create dynamic financial models, dashboards, and automation tools that empower businesses to make informed decisions. Services Offered: - Budgeting & Forecasting Models - Cash Flow Analysis & Management - Financial Modeling & Scenario Planning - Excel Dashboards & Automation Why Choose Me: - Proven track record of enhancing financial processes for diverse clients - Strong analytical skills with attention to detail - Commitment to delivering timely and accurate results Let's collaborate to drive your financial success.
    Featured Skill Financial Modeling
    Economics
    Financial Accounting
    Spreadsheet Software
    Sensitivity Analysis
    Financial Management
    Corporate Finance
    Scenario Planning
    Financial Analysis
    Linear Regression
    Hypothesis Testing
    Statistics
    Statistical Analysis
    Data Analysis
  • $35 hourly
    • 5.0/5
    • (2 jobs)
    As a seasoned Fractional CFO with over 18 years of experience in financial management, I bring a wealth of expertise in strategic planning, financial modeling, and IFRS implementation. My diverse background includes successfully leading finance teams in various sectors, such as textiles, manufacturing, and real estate. I have a proven track record of driving corporate initiatives to completion, improving operational efficiencies, and enhancing profitability. I specialize in: Financial Strategy: Developing tailored financial strategies that align with your business goals. Budgeting & Forecasting: Creating robust budgeting and forecasting models to support informed decision-making. Financial Reporting: Ensuring compliance with IFRS standards and providing insightful financial reports. Cost Management: Implementing effective cost control measures to maximize profitability. ERP Implementation: Streamlining financial processes through successful ERP system integrations. As your fractional CFO, I will be committed to enhancing your financial health and driving sustainable growth. Let’s work together to elevate your business to the next level! Let's connect to discuss how I can add value to your organization.
    Featured Skill Financial Modeling
    Process Improvement
    Startup Consulting
    Pitch Deck
    Financial Planning
    ERP Software
    Management Consulting
    Financial Analysis
    Financial Statement
    Business Plan
    QuickBooks Online
    GAAP
    Accounting
    Microsoft Excel
    Bookkeeping
  • $35 hourly
    • 5.0/5
    • (72 jobs)
    Are you a founder, CFO, or business owner who needs financial clarity through custom models or investor-ready reports? I’m a Chartered Accountant (ACA) and former PwC Audit Senior, now helping global clients with: ✅ Financial Models & Forecasts (Real Estate, SaaS, Healthcare) ✅ IFRS-Compliant Financial Reporting (Standalone & Consolidated) ✅ Google Sheets Optimization + Excel Automation (Macros, Formulas) 🏆 Top Rated on Upwork | 100% Job Success | Gold Medalist in Advanced Accounting My models are: Tailored to your business logic Easy to present to banks or investors Fast, clean, and fully auditable Whether you're launching a startup, preparing a board report, or need investor-grade forecasts. I’ll help you get it done right, fast. Let’s discuss your business goals. I’d love to bring clarity to your numbers.
    Featured Skill Financial Modeling
    Data Analysis
    Business Valuation
    Forecasting
    Financial Analysis & Valuation
    Real Estate Financial Modeling
    Financial Statements Preparation
    Financial Reporting
    International Financial Reporting Standards
    Financial Audit
    Cash Flow Statement
    GAAP
    Financial Accounting
    Financial Projection
    Microsoft Excel
  • $35 hourly
    • 5.0/5
    • (27 jobs)
    I am a Top Rated Freelance Contractor and CFA Part Qualified (USA) having 10+ Years of professional experience. I assisted startups with financial modeling, projections and forecasting for fund raising pitch. I have developed expertise in Financial Models for SaaS (HealthTech, EdTech, Online platforms, cloud computing), Real Estate and E-Commerce. I am an experienced financial analyst with a demonstrated history of working in the capital markets industry. My areas of expertise include financial research and analysis, financial modelling, forecasting, investor pitch deck and business plans for fund raising, credit rating, business analysis and valuation, corporate finance and equity research. Feel free to contact me and discuss your business concerns.
    Featured Skill Financial Modeling
    Financial Consulting
    Real Estate Appraisal
    Real Estate
    Startup Consulting
    SaaS
    Real Estate Financial Modeling
    Financial Analysis & Valuation
    Financial Model
    Pro Forma Statement
    Forecasting
    Financial Projection
    Microsoft Excel
    Company Valuation
    Financial Analysis
  • $100 hourly
    • 4.8/5
    • (26 jobs)
    With a strong background in investment banking and private equity, I specialize in building robust financial models that drive strategic decision-making. My expertise spans project finance, leveraged buyouts, real estate, and valuation modeling, ensuring dynamic yet intuitive solutions tailored to investors, lenders, and businesses. My Core Services: ✅ Project Finance Models – Mining, Toll Roads, Marine Infrastructure, Renewables, Waste Management, etc. ✅ Leveraged Buyout (LBO) Models – Structuring optimal debt/equity financing scenarios ✅ Real Estate Development & Acquisition Models – Feasibility analysis, cash flow forecasting ✅ Equity Waterfall Models – Investor payout structures and IRR-based distributions ✅ Mortgage, IRR & ROI Calculators – Custom-built for lending and investment assessments ✅ Business Valuation Models – DCF, precedent transactions, and market comps 🔹 "I follow best-in-class financial modeling practices—creating models that are highly dynamic, yet simple and intuitive." Leadership & Experience: 📌 Head of Debt Advisory – Led complex financing transactions in an Investment Bank 📌 Head of Business & Products – Managed strategic growth in a Mortgage Refinance Company 📌 Head of Investment Banking – Structured high-value deals in a Boutique Investment Bank 📌 Chief Investment Officer – Spearheaded investment strategies in a Private Equity Firm 📌 Head of Syndication & Debt Capital Markets – Executed large-scale fundraising in a Bulge Bracket Investment Bank If you're looking for a top-tier financial modeler who brings deep industry expertise and an investor's mindset, let's connect!
    Featured Skill Financial Modeling
    Equity Valuation
    Company Valuation
    Investment Banking
    Cash Flow Modeling
    Real Estate Investment Assistance
    Real Estate Financial Model
    Chartered Financial Analyst
    Data Extraction
    Corporate Finance
    Mergers & Acquisitions
    Financial Analysis & Valuation
    Feasibility Study
  • $35 hourly
    • 4.9/5
    • (20 jobs)
    🟢I will show my Live MT4 of 250k$ profitable account as I’m the only profitable trader here and I will provide Trading signals to your telegram group ,I will manage both VIP (premium) and free group, I will attract members from free group to your premium group. I have been doing this for more than 5 years. WHY ME ? 1) Technical/Financial Research Analyst with 5.5 years of forex and crypto trading experience 🚀 2) Provides daily trading signals to groups on discord and telegram ⚡ 3) Expertise in derivative products, risk management, trading psychology, trade execution, money management, and trade management 💡 4) Former Research Analyst at the Pakistan Stock Exchange and founder of Do-more Trading Group 🏦 5) Passionate about assisting individuals and organizations in achieving financial goals through strategic decision-making 📈 6) Emphasis on risk management and maintaining a favorable risk-to-reward ratio 🏆 7) Dedicated to providing knowledge and guidance for successful trading 📚 ✨ Let's work together to achieve your financial goals through informed trading decisions! ✨
    Featured Skill Financial Modeling
    MetaTrader 4
    Financial Writing
    Equity Research
    Teaching
    Community Moderation
    Financial Analysis
    MetaTrader 5
    Investment Strategy
    Technical Analysis
    Financial Trading
    Derivatives Trading
    Forex Trading
    Cryptocurrency
    Bitcoin
  • $75 hourly
    • 5.0/5
    • (63 jobs)
    🎯$𝟮𝟱𝟬+ 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 𝗥𝗮𝗶𝘀𝗲𝗱 𝗕𝘆 𝗠𝘆 𝗧𝗲𝗰𝗵 & 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗠𝗼𝗱𝗲𝗹𝘀 |💯𝟲𝟬+ 𝗦𝗮𝘁𝗶𝘀𝗳𝗶𝗲𝗱 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 |🎖️ 𝗙𝗠𝗩𝗔 & 𝗔𝗖𝗖𝗔 |🏅 𝗬𝗖 & 𝗧𝗲𝗰𝗵𝘀𝘁𝗮𝗿𝘀 𝗧𝗿𝗮𝗶𝗻𝗲𝗱 ⭐FinTech, PropTech, EdTech, HealthTech, AgriTech, InsureTech, AdTech, E-commerce, Venture Capital, Real Estate. ⭐ 𝗧𝗲𝗰𝗵: Subscriptions (SaaS & non-SaaS), Marketplaces, Platforms, E-commerce ⭐ 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲: Co-living, Serviced, Retail, & Commercial. 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 ✅ Driver-based Dynamic Three Statement Financial Modeling ✅ 409A Valuations ✅ Cap Table (Capitalization Table) ✅ Dashboards (Fully Dynamic) 𝗪𝗵𝘆 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗛𝗶𝗿𝗲 𝗠𝗲: ✅ Investment Banking Experience ✅ Startup Focused (Tech & Real Estate) ✅ Deep understanding of the Startup & Venture Capital Ecosystem ✅ 3+ years of Experience ✅ Certified Accounting & Finance Professional (ACCA) ✅ Certifications in Financial Modeling & Valuation (Corporate Finance Institute) 𝗧𝗿𝘂𝘀𝘁𝗲𝗱 𝗯𝘆 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀 𝗯𝗮𝗰𝗸𝗲𝗱 𝗯𝘆 𝗬 𝗖𝗼𝗺𝗯𝗶𝗻𝗮𝘁𝗼𝗿, 𝗧𝗲𝗰𝗵𝘀𝘁𝗮𝗿𝘀, 𝗮𝗻𝗱 𝘁𝗼𝗽 𝗩𝗖 𝗳𝗶𝗿𝗺𝘀. 🚀 𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝗥𝗮𝗶𝘀𝗲 𝗠𝗶𝗹𝗹𝗶𝗼𝗻𝘀? 𝗟𝗲𝘁’𝘀 𝗕𝘂𝗶𝗹𝗱 𝗬𝗼𝘂𝗿 𝗪𝗶𝗻𝗻𝗶𝗻𝗴 𝗠𝗼𝗱𝗲𝗹 — 𝗕𝗼𝗼𝗸 𝗮 𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿𝘆 𝗖𝗮𝗹𝗹 𝗡𝗼𝘄!
    Featured Skill Financial Modeling
    Discounted Cash Flow
    Real Estate Financial Modeling
    Google Sheets
    Microsoft Excel
    Pro Forma Statement
    Real Estate Financial Model
    Financial Projection
    Cash Flow Modeling
    Company Valuation
    Financial Planning
  • $50 hourly
    • 4.7/5
    • (19 jobs)
    🌟 Tax & Accounting Expert | US, UK, Cross-Border & Advisory I am a seasoned tax and accounting professional with over twelve (12) years of comprehensive experience, including a significant tenure at the Big Four accounting firms. My specialization spans across: 1. ✅United States Tax & Accounting Services - Preparation of tax returns: 1040, 1040NR, 1120, 1120S, 1065, 1041 - Developed audit-ready tax workpapers and supporting documentation - Tax planning and advisory to minimize federal and state liabilities - IRS correspondence, audit support, and installment agreements - Multi-state tax compliance and nexus determination - Bookkeeping and monthly/quarterly financial reporting (US GAAP) - Chart of accounts optimization, journal entries, and reconciliations - Accounting system setup and data migration (QuickBooks & Xero) - A/P & A/R management, general ledger review, and period-end closing - Business entity structuring and registration (LLCs, Corporations, Partnerships) 2. 🌍 Cross-Border Tax & Advisory Services - U.S.–UK tax residency planning and international compliance - FBAR & FATCA compliance, Form 8938 (foreign financial assets) - U.S. Expat & Nonresident tax returns: Forms 2555, 8804, 8805, 5471, 5472 - Double Tax Treaty analysis and treaty-based return positions - Form 8621 (PFIC reporting) and Form 8865 (foreign partnerships) - W-8BEN, W-8BEN-E, W-9 compliance for withholding and FATCA - Asset acquisition reporting via Form 8594 - Fixed asset management and depreciation schedules - Filing Pass-Through Entity Tax (PTE Tax) in applicable states - Claiming general business credits and tax incentives 3. ✅United Kingdom Tax & Accounting Services - Preparation and filing of Self Assessment tax returns (SA100) - Corporation Tax returns (CT600) and submission to HMRC - Annual Accounts preparation and filing with Companies House - VAT registration, VAT return preparation (MTD-compliant), and filing - Payroll setup, RTI submissions, and PAYE compliance - CIS (Construction Industry Scheme) return preparation and subcontractor deductions - Bookkeeping and management accounts using Xero, QuickBooks, FreeAgent & Sage - Bank reconciliations, chart of accounts optimization, and adjusting entries - Director loan account management and dividend distribution planning - Year-end closing, trial balance review, and supporting audit documentation 4. 📊 Business Planning & Financial Modeling Services In addition to tax and accounting services, I also specialize in creating strategic business plans and detailed financial models tailored for startups, small businesses, and investors. - Tailored business plans for startups, investors, loans, and visa applications - Market research, competitor analysis, revenue models, and strategic planning - 3–5 year financial projections: P&L, Balance Sheet, Cash Flow - Break-even, ROI, CAC/LTV, and funding needs analysis - Cap table and valuation modeling for fundraising - Scenario and sensitivity analysis for decision-making - Delivered in Excel or Google Sheets with clean, investor-ready formatting Let’s Connect! 📞 Are you facing complex tax challenges or looking for proactive financial strategies? Let's discuss how I can help you achieve your financial objectives. 📆 Send me a message to schedule a complimentary consultation.
    Featured Skill Financial Modeling
    Financial Analysis & Valuation
    Tax Law Compliance
    Corporate Tax
    Bookkeeping
    US Taxation
    Tax Planning & Advisory
    Tax Preparation
    Tax Accounting
    Payroll Reconciliation
    Payroll Accounting
    Accounting
    Management Accounting
    Microsoft Word
    Microsoft Excel
  • $50 hourly
    • 5.0/5
    • (3 jobs)
    I specialize in Tokenomics design, financial strategy, liquidity and treasury management, and fractional CFO services for DeFi, DAO, and GameFi projects. With 6+ years in Web3 finance, I help ventures optimize liquidity, governance, and treasury management to ensure long-term sustainability and growth. 📊 Key Expertise: - Fractional CFO Services – Strategic financial planning, treasury management & budgeting for Web3 startups - Tokenomics Design – Creating sustainable, data-driven token models that maximize project value - Financial Analytics – Data-backed forecasting & modeling for better financial decision-making 🏆 Notable Achievements: - Led financial strategy as COO & CFO at Xord, overseeing growth, treasury & operations - Designed token models achieving $1.3M+ in funding & $400M+ in TVL for DeFi & DAO projects - Managed a $1M hedge fund, implementing risk-optimized strategies for higher returns - Spearheaded DeFi & DAO product launches since 2018, driving innovation & adoption - Led A51 Finance’s liquidity automation, integrating AI-driven rebalancing & hedging solutions 💡 Why Work With Me? I bring a data-driven approach to financial strategy, ensuring Web3 projects scale efficiently while maintaining sustainability. Whether you're launching a DeFi protocol, DAO treasury, or GameFi economy, I deliver insight-driven solutions that create lasting impact. 📩 Let’s Connect! I’m open to fractional roles & full-time opportunities—let’s build the future of decentralized finance together!
    Featured Skill Financial Modeling
    Treasury Management
    Reward Token
    Utility Token
    DeFi
    Blockchain
    Web3
    Cryptocurrency
    Growth Analytics
    Growth Strategy
    Digital Asset Management
    Business Analysis
    Financial Analysis
    Tokenomics
  • $44 hourly
    • 4.9/5
    • (96 jobs)
    I am ACCA (Association of Chartered Certified Accountants). Over the years i have developed myself as expert in all Accounting Module Software like Quickbooks, MYOB, Quicken, MS Office and MS Excel 2007 using charts, formulas and pivot table. Furthermore, i have been writing business plans for newly startup businesses. Moreover i have command over MS Excel financial modeling spreadsheets like for costing, Discounted CashFlows (for appraising investments) , Budgeting and forecasting, Variance Analysis. Futhermore i am owner of urbookkeeper ( just google it to know about it further !) My expertise and services includes.. Business Plan Writing (Including Marketing Plan and Financial Projections). Financial Modeling in Excel. Initial Accounts setup in any Accounting Software. Transaction Accounting. Online Bookkeeping. Accounts Payable Management. Accounts Receivable Management. General Ledger Accounting and Maintenance. Reconciliations of Accounts. Financial Statement Preparations. Interpretations of Financial Statements. Reporting of Financial Statements and Evaluation of Business. Payroll Services. Financial and Non- Financial Analysis of Financial Statements. Investment Appraisal. I am fluent in written and spoken English. I believe in quality work, quick turnaround and the right kind of price. Moreover, I am quick in communicating through emails, skype, gtalk and phone.
    Featured Skill Financial Modeling
    Financial Management
    Microsoft Word
    Report Writing
    Business Plan
    MYOB Administration
    Sales Tax
    Financial Analysis
    Intuit QuickBooks
    Financial Accounting
    Tax Return
    Microsoft Excel
  • $47 hourly
    • 4.8/5
    • (66 jobs)
    I am an accountant by profession and an MS Excel & Power BI Expert with a vast experience in designing and implementing dynamic reports & innovative dashboards. Over the last 10 years, I had the opportunity to help clients across different sectors; this has given me unique insight into business operations. My core competency lies in identifying problems/bottlenecks in business and providing the most effective solutions. My key skill areas are Business Consulting, Data Visualization, Designing Intuitive Dashboards & Interactive Financial Models using Microsoft Excel, QuickBooks, Power BI and other opensource tools. My advanced Microsoft Excel skills include working with pivot tables, power pivot, power query, custom functions(VBA), and transforming large sets of data into meaningful and insightful information (data visualization and data modeling). I make use of native features of Excel in new & exciting ways to push the boundaries of what can be done. Looking forward to discussing your business needs and helping you implement the most effective business solutions.
    Featured Skill Financial Modeling
    SAP BusinessOne
    SAP
    Business Analysis
    Data Analysis
    Data Scraping
    Data Visualization
    Google Sheets
    Looker Studio
    Python
    Microsoft Power BI
    SQL
    Microsoft Excel
  • $60 hourly
    • 4.9/5
    • (46 jobs)
    Are you tired of being bogged down by the financial challenges that seem to be holding you back from reaching your full potential? Are you struggling to make sense of your financial statements, or worried that you're not making the most of your revenue streams? If so, you're not alone. Whether you're a new startup, a growing company, or an established business, a robust financial model is critical to your success. But with so many variables to consider, it can be overwhelming to develop a comprehensive financial plan that meets your specific needs. Without a solid financial plan, you risk running out of cash, missing out on growth opportunities, and even jeopardizing the future of your business. That's where I come in, as a Financial Analyst with over a decade of finance experience with S&P Global one of the Fortune 500 companies, I have the expertise and insights you need to make informed financial decisions. I know that you need more than just a one-size-fits-all approach - you need a customized solution that takes into account your unique business model, your revenue streams, and your growth goals. No matter where you are in your business journey, I'm here to listen to your concerns, answer your questions, and provide you with the insights, strategies and support you need to succeed. With my help, you can make informed financial decisions that will enable you to achieve your goals and take your business to the next level. Whether you're struggling with cash flow management, need help raising capital, or want to optimize your revenue streams, I've got the expertise and experience to help you achieve your goals. I'll work with you to identify your pain points and provide you with ongoing support and guidance as you grow and evolve. I am a full-stack and a one-stop shop for all your financial needs. This comprehensive approach ensures that you have all the tools necessary to drive your business forward and secure the funding you need. ------------------------------------------------ I am a Chartered Financial Analyst (CFA), with more than 10 years of experience in the Financial Services industry with S&P Global, one of the Fortune 500 companies. 🌟 I specialize in the following: ✔Financial Modeling ✔Strategic Consultation ✔Investor Pitch Decks and Fundraising ✔Business Plans ✔Pro forma Projections ✔FP&A ✔Mergers and Acquisitions ✔LBO Modeling ✔NPV, IRR, and Returns ✔Investor Relations Materials ✔What-if Analysis ✔Ratios Analysis ✔Key Performance Indicators ✔Excel Dashboards & Data visualization ✔Budgeting ✔Sensitivity analysis ✔Variance Analysis ------------------------------------------------ 🌟 Types based Financial Modeling & Forecasting: ✅Three-Statement Financial Model ✅DCF Model ✅Startup Financial Model ✅E-Commerce Financial Model ✅SaaS Financial Model ✅MarTech Financial Model ✅Real-Estate Financial Model ✅M&A Model ✅LBO Model ------------------------------------------------ 🌟 Customers: ✈️ New Startups 🚀 Growing Startups 🏢 Established Companies ------------------------------------------------ 📝 NEXT STEP: If you're ready to take your business plan to the next level, don't hesitate to message me, and let's get started. Your financial future is waiting - and I am here to help you make the most of it.
    Featured Skill Financial Modeling
    Ecommerce
    Real Estate Financial Model
    Microsoft Excel PowerPivot
    SaaS
    Startup Pitchbook
    Pitch Deck
    Equity Research
    Private Equity
    Business Analysis
    Chartered Financial Analyst
    Financial Management
    Financial Analysis
    Microsoft Excel
    Company Valuation
  • $35 hourly
    • 4.8/5
    • (153 jobs)
    Think of me as a seasoned Storyteller - dedicated to crafting compelling Startup Stories that inspire confidence and entice Investors to back your venture! ✅ $𝟱𝟬 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 𝗥𝗮𝗶𝘀𝗲𝗱: My clients has raised over $50 million in funding. Whether you're embarking on a new business journey, launching a product, seeking capital, or expanding your operations – a well-structured and persuasive business plan is essential. I specialize in translating ideas into actionable business plans and pitch decks. ✅ 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗲𝗱 𝗼𝘃𝗲𝗿 𝟮𝟬𝟬 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗽𝗹𝗮𝗻𝘀 ✅ 𝗢𝘃𝗲𝗿 𝟭𝟬𝟬 𝗣𝗶𝘁𝗰𝗵 𝗱𝗲𝗰𝗸𝘀 With over 7 years of experience, I've collaborated with numerous founders and businesses to turn their visions into reality. My expertise encompasses business plans, startup blueprints, persuasive whitepapers, meticulous financial projections, compelling investor pitch decks, effective pricing models, and robust marketing strategies. Additionally, I excel in crafting expansion plans for both companies and products. I work on every aspect of a business plan and pitch deck, including content, storytelling, graphic design, financials, and deal structuring. I take pride in having supported more than 100 startups across various industries including Retail, E-commerce, SaaS, Nonprofits, Consumer goods, Food, Healthcare, Real estate, Property management, Investment/Finance, and Crypto, to name a few. I also have extensive experience in crafting compelling business plans for immigration visas for different countries, including L1, E2, EB2 US visas, UK Innovator Visa and Startup visas of other countries. I make tailored business plans that meet the stringent requirements of immigration authorities, ensuring a seamless application process. I help clients present robust business cases that enhance their visa applications, with high success rates. 𝗥𝗲𝗰𝗲𝗻𝘁 𝗖𝗹𝗶𝗲𝗻𝘁 𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗲𝘀: ✅ Business Plan for a crypto based real estate trading platform that raised $750K ✅ Business Plan for a German startup offering real time solution for physiotherapy, raised €1.5 million ✅ Business Plan for a SaaS based pilot training software, raised £1 million ✅ Business plan for a small scale dessert bar who successfully secures $250k SBA loan to grow its operations. ✅ Business plan for a client who successfully secured L1 to launch its hair & beauty product line 'Omez beauty" in US ✅ Business Plan for a client who secured E1 nonimmigrant visa to launch its company 'Pet exporters' in US. Navigating the complex landscape of startup funding and immigration requires a strategic approach. I understand what investors scrutinize when evaluating startups, enabling me to assist you in creating impeccable documentation that bolsters your credibility. Some specifics include: ✅ Startup Consulting ✅ Business Plan Writing ✅ Pitch Decks ✅ One Pagers ✅ Financial Projections ✅ Pre-launch Feasibility Studies ✅ Market Research & Competitor Analysis ✅ Opportunity Analysis & Business Model Canvas ✅ Business, pricing, and financial models ✅ Value propositions, mission & vision statements ✅ Marketing strategies and Plans ✅ Due Diligence for potential mergers & acquisitions I welcome any type of business plan writing i.e., SBA, Immigration & Startup Visa business plans. My work goes beyond conventional wordy documents. I specialize in stunning documents that distill complex processes into simple and beautiful visualizations. I'm super self-driven, and passionate about what I do. I make sure to go that extra mile to deliver the project on time, and above expectations. I would love to hear about your project :) Kanwal
    Featured Skill Financial Modeling
    Presentations
    Company Valuation
    Business Strategy
    Business Writing
    Startup Consulting
    Business Consulting
    Financial Planning
    Business Planning & Strategy
    Operational Plan
    Marketing Strategy
    Financial Analysis
    Business Plan
    Strategic Plan
  • $55 hourly
    • 4.8/5
    • (113 jobs)
    A Highly Skilled and Top Rated Financial Analyst & Excel Expert for the past 4 years at Upwork. I have more than 7 years of experience in the field of Accounting and Finance. I have more than 5 years of experience in Financial modeling and Quick Books accounting, Further i have MBA major in Finance and have more than 7 years of experience in Advanced MS Excel. I have worked for several companies where my major responsibility were: ✔) Building Simple and Complex Financial Models Using Excel for Startup Businesses, Existing Private Companies and Public Listed companies ✔) Projecting financial statements based on assumptions provided by client/industry standards/historical trends ✔) Flexible Dashboard Development to control the whole model ✔) Highlighting micro & macro-economic changes that can significantly impact the profitability and other financial ratios of company ✔) Designing PowerPoint Presentations to support the models developed ✔) Other day to day tasks like financial statements conversion from PDF to Excel, Consolidating existing financial models At Upwork i have worked for more than 50 clients and developed 100+ fiancnial models for clients from USA, Australia, UK and KSA. I have also transformed large sets of data into meaningful and insightful information by using excel functions. I have more than 7 years of professional Experience in Advanced MS Excel. I have full command over MS Excel functions and features, can perform the following tasks with ease. ✔) Data Analysis (Sales, Financial, Marketing and HR Data Analysis) ✔) Dashboard Development ✔) Inserting Excel Formulas ( V-Lookup, H-Lookup, Simple Lookup, If Condition, Logical Tests, Sum-if, Count-if, Array, Index, IRR, NPV, PV, FV, Concatenation and many other functions ) ✔) Inserting Pivot Tables ✔) Interactive Charts Development ( Bar Chart, Thermometer Chart, Speedometer Chart, Line chart, Pie Chart, Area Chart, Waterfall Chart and many Other as per requirement ) ✔) Data Sorting, Splitting and Merging ✔) Duplicate Entries Removal and Highlighting ✔) Advanced data Filtration ✔) Macros Inserting ✔) Validating Data ✔) Locking and protecting cells ✔) Automating the excel sheet ✔) Use of Developer Tools ✔) Conditional Formatting I am not limited to perform the above mention tasks, can perform many other complex tasks as well, through the combination of different functions in MS Excel. I pursue problem solving & Analytical Skills, always try to find innovative solutions to problems that can be helpful in future as well, I am a quick learner have urge to learn new things, very good with numbers & numerical analysis, ability to find required data through internet research. I am pleased to offer my help. Thank You! Regards, Waqar Afzal
    Featured Skill Financial Modeling
    Salesforce
    Automation
    Forecasting
    Financial Analysis & Valuation
    Google Sheets
    Budget Planning
    Looker Studio
    Microsoft Office
    Data Analysis
    Microsoft Power BI
    Microsoft Excel
    Financial Accounting
    Intuit QuickBooks
  • $35 hourly
    • 4.9/5
    • (66 jobs)
    Expert Financial Analyst & Strategic Advisor As a seasoned finance professional with over a decade of experience, I specialize in empowering businesses through precise financial analysis, strategic planning, and advanced financial modeling. With a background as a Certified CPA and former CFO for multinational corporations, I bring a unique blend of global expertise and technical know-how to drive growth, profitability, and compliance. Key Strengths: 1. Financial Analysis & Modeling: I create dynamic financial models for cash flow projections, investment evaluation, and risk assessments, providing actionable insights for informed decision-making. 2. Financial Reporting & Insights: I deliver detailed and insightful financial reports, tracking KPIs and performance metrics to support strategic decision-making. 3. Startup Financial Strategy: I provide tailored financial guidance to startups, helping them navigate growth challenges and achieve scalability. 4. Accounting & Bookkeeping: I manage full-cycle accounting, including accounts payable/receivable, bank reconciliations, and month-end closings, ensuring seamless financial processes. Services: - Financial analysis and forecasting - Budgeting and strategic planning - Financial modeling and projections - Full-cycle accounting and bookkeeping - Financial reporting and KPI development - QuickBooks and Xero setup and management - Data cleanup, catch-up, and compliance Industries Served: - Finance & Investment - E-commerce & Retail - Manufacturing & Construction - Professional Services - Health & Wellness Let's Connect: If you're looking for a trusted financial partner to drive growth, profitability, and compliance, let's build a strong financial future together! #Financial Analysis#Financial Reporting#Financial Modelling#Startup Constultant #Financial Analysis#Financial Reporting#Financial Modelling#Startup Constultant #Financial Analysis#Financial Reporting#Financial Modelling#Startup Constultant #Financial Analysis#Financial Reporting#Financial Modelling#Startup Constultant #Financial Analysis#Financial Reporting#Financial Modelling#Startup Constultant #Financial Analysis#Financial Reporting#Financial Modelling#Startup Constultant #Financial Analysis#Financial Reporting#Financial Modelling#Startup Constultant #Financial Analysis#Financial Reporting#Financial Modelling#Startup Constultant #Financial Analysis#Financial Reporting#Financial Modelling#Startup Constultant #Financial Analysis#Financial Reporting#Financial Modelling#Startup Constultant #Financial Analysis#Financial Reporting#Financial Modelling#Startup Constultant #Financial Analysis#Financial Reporting#Financial Modelling#Startup Constultant #Financial Analysis#Financial Reporting#Financial Modelling#Startup Constultant #Financial Analysis#Financial Reporting#Financial Modelling#Startup Constultant #Financial Analysis#Financial Reporting#Financial Modelling#Startup Constultant
    Featured Skill Financial Modeling
    Data Mining
    Data Analytics
    Templates
    Financial Projection
    Financial Report
    Financial Analysis
    Financial Statements Preparation
    Financial Statement
    Bookkeeping
    Balance Sheet
    Google Sheets
    Google Sheets Automation
    Microsoft Excel
    Excel Formula
  • $40 hourly
    • 5.0/5
    • (25 jobs)
    Being fellow member of CMA, CPA and CIS, I have more than 26 years of experience in financial modeling, financial analysis, projected income statement and balance sheet, short and long term cash flow forecasting, budgeting, inventory costing, book keeping, HR co-ordinations, Payroll processing, loan agreement negotiation, performance evaluation of employees, monitoring of receivables and payables to manage business operations and preparation of monthly, quarterly and annual financial statements in accordance with the International Accounting Standards. I have developed various financial models for HFO based power projects, renewable energy projects, car manufacturing units, gyms, tea growing plant, oil storage tanks plant, auto repair business, meat export company, non woven textile unit and for various medium and large sized entities. I can provide my professional proactive expertise in all disciplines of accounting, finance, budgeting and costing to ensure flow of financial information to management for planning and effective control of operations. I fully focus on Client expectations, affordable budget, detailed-oriented knowledgeable of all office functions with a strong background in the Business & Finance field, Excels in multitasking in a fast paced environment, completing assignments within time and budget constraints, computer skills with proficiency in MS Word, Excel, Outlook, and PowerPoint. Ability to grasp new ideas and integrate them into desired results. Able to coordinate several tasks simultaneously. Able to handle challenges, with proven history of increased productivity.
    Featured Skill Financial Modeling
    Business Analysis
    Problem Solving
    Decision Making
    Cash Flow Analysis
    Discounted Cash Flow
    Cost Analysis
    Human Resource Management
    Financial Writing
    Financial Analysis
    Financial Reporting
    Financial Management
    Financial Accounting
    Budget Management
    Microsoft Excel
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