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125M+ in capital raise asks modeled so far this year. Fractional CFO & Lead FP&A. Ex-EY / EY Parthenon Financial Modeler and Valuation Analyst. FMVA and FPAP certified. I build two things: financial models that help founders raise capital, and CFO-level financial systems that help operators run their business without guessing. After we work together, you walk into your next investor meeting and answer "what happens if growth slows 20%?" without flinching. Your model updates in real time. Your deck and your numbers tell the same story. For capital raises: you get an investor-ready financial model built around your actual business logic - not a template with your logo on it. Every assumption visible, every scenario toggleable, every investor question answered before they ask it. The same approach behind $110M+ in raise packages across SaaS, real estate, CPG, agriculture, clean energy, and numerous other industries. For ongoing operations: you get a CFO-level decision system built from your raw data. P&L, cash flow, margins by product, runway projections, scenario planning - one screen, 30 seconds, every Monday morning. 82% of businesses that fail cite poor cash flow management. This system makes sure you're not one of them. You stop making $50,000 decisions based on your bank balance and start making them based on actual data Most financial models you'll find on Upwork are templates with your numbers dropped in. Mine are decision tools - built around how your business actually runs, stress-tested for the questions investors and partners will ask, and structured so you can maintain them yourself long after we're done. I don't just build and disappear. I start with a structured assumptions interview so every input is locked before I write a single formula. I deliver a recorded walkthrough of every tab so you understand exactly what your numbers say and why. And when you're ready to present, you're not defending someone else's spreadsheet - you're presenting a model you actually understand. "The financial model for our SaaS startup was clear, flexible, and easy for our team to use in investor discussions. Adjustments to growth assumptions could be made instantly." - Adam, HealthTech Startup Founder "He took our initial financial model framework and significantly upgraded it - restructuring the revenue logic to better reflect our actual business plan and making the whole model much more flexible and easier to adjust going forward." - A.B., Investor Taking on 2-3 new engagements per month. If you're raising capital or need financial clarity to run your business, message me with a quick overview - what your business does and what you're trying to accomplish. I'll tell you if I can help and how. Specialties: Startup Financial Model · SaaS Metrics · Marketplace Unit Economics · Investor-Ready Financials · Fundraising Model · Capital Raise Model · Fractional CFO · FP&A · Financial Planning & Analysis · CFO Dashboard · Cash Flow Forecasting · Budget vs Actual · Scenario Analysis · Valuation · Cap Table · Financial Model Audit · Management Reporting · Financial Projections · KPI Dashboard · Business Plan Financial Model

I am top rated freelancer with high rate of long term client engagements and high star rating. As master in financial modeling and excel, I am detailed oriented and dissect every project into smallest parts. That enables me to make unique model customized to your business model. I have worked with over 100 companies and enable them to get additional fundings and improve internal performances by focusing on core activities. Bellow is a description of how I approach you as a client and your project. Approaching every business as my own with unique perspective Differentiate and customize every model to match clients’ expectations Recommending potential model improvements and outputs to provide more flexibility High level of accuracy in projecting company's future financial performance. Building fully dynamic model to forecast future business results Visuals, visuals, visuals – Dashboards, drop down menus, as not every model user is a financial person, and visuals have more effect

I build investor-ready financial models for SaaS and fintech startups. My work includes 3-statement models, monthly operating forecasts, runway planning, fundraising scenarios, hiring plans, revenue builds, unit economics, and board / investor reporting. I currently serve as Head of Finance at a venture-backed fintech and previously worked in investment banking and equity research, which helps me build models that are both operationally grounded and credible in front of investors. Typical use cases: seed round model, Series A model, budget rebuild, cash burn forecast, pricing sensitivity, scenario planning, due diligence support, and founder / investor reporting packs. Strong capital markets foundation (CFA Level II, FRM Part I) combined with operational execution.

Ex-Merrill Lynch and Big 4 Analyst Specializing in Financial Modeling & Valuation Across Industries I bring over two decades of diverse experience, including real estate, telecom, renewable energy, software, hospitality, medical cannabis, carbon offset markets, and more. My recent work focuses on green and sustainable initiatives, helping startups and established companies develop financial models and strategies to unlock opportunities in the rapidly growing green economy. My expertise lies in financial modeling, valuation, and strategic analysis for startups, private & public equities, and alternative investments. Whether you are looking to fundraise for your sustainable startup, restructure private equity deals, or research equities for portfolio selection, I deliver high-quality financial solutions on par with leading investment banks, but at a fraction of the cost. Key highlights of my experience include: - Green Talent: Modeling renewable energy projects, carbon offset strategies, and sustainability-driven ventures. - Developing financial models for large hotel projects and other real estate ventures. - Evaluating and structuring private equity transactions across diverse sectors. - Conducting market screening, due diligence, and investment recommendations for boards and committees. - Monitoring and optimizing fund portfolios to maximize returns. I worked with two real estate investment partnerships in NYC and Southeast Europe and a leading Dubai-based private equity firm, where I gained extensive hands-on experience in sustainable and high-growth markets. To build trust and demonstrate the quality of my work, I offer a free or low-cost initial assessment of your project. If you are satisfied with the results, we can agree on fair pricing for future engagements.