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I build financial projections that get SBA loans approved. I spent 12 years on the lender side of the desk, where my team closed 1,500+ SBA loans, and today I run ProjectionHub, where we build the financial projections and business plans that underwriters say yes to. 📊 𝙰 𝙵𝙴𝚆 𝙽𝚄𝙼𝙱𝙴𝚁𝚂 𝚃𝙷𝙰𝚃 𝙼𝙰𝚃𝚃𝙴𝚁 ✅ 1,500+ SBA loans closed during my 12 years running an SBA lending program ✅ Grew a small business loan fund from $100K to more than $50M lent ✅ 1,000+ custom financial models and financial projections delivered since 2012 ✅ 50,000+ founders have used ProjectionHub's financial projection templates and tools ✅ Clients approved for millions in SBA 7(a) and SBA 504 financing ⭐ Here is what a recent Upwork client said: "We found Adam, and what a blessing it was! He went WAY above and beyond our expectations. The lender we are working with was blown away at the critical information they received from us, which allowed our process to progress easily and much faster." (Curtis S., SBA loan financial projections) 🏦 𝚆𝙷𝚈 𝙻𝙴𝙽𝙳𝙴𝚁𝚂 𝚂𝙰𝚈 𝚈𝙴𝚂 Most financial projections fail at the bank for one reason: they were built by someone who has never read a projection the way an underwriter reads one. I have. I approved and declined SBA loan applications for over a decade, so every financial projection I build starts from the question the lender will actually ask: does the cash flow cover the debt? That means DSCR, break-even, and coverage ratios are not an afterthought in my financial projections. They are the spine. ProjectionHub is also the company behind 100+ CPA-developed, industry-specific financial projection templates, so your financial projections start from proven revenue logic for your industry, not a blank spreadsheet. We have built financial models across healthcare, construction, real estate, e-commerce, SaaS, retail, restaurants, and franchises. 📈 𝚆𝙷𝙰𝚃 𝙸 𝙳𝙾 ▸ Financial projections for SBA loans: 5-year, 3-statement financial projections with DSCR, break-even, and coverage ratio analysis built for SBA 7(a), SBA 504, and bank underwriting ▸ Business plans: lender-ready business plans with integrated financial projections, market research, use of funds, and staffing plans ▸ Financial models for investors: revenue models, unit economics, and investor-grade financial projections for pre-seed through Series A raises ▸ Acquisition financial projections: pro forma financial projections and debt service analysis for business acquisitions ▸ SBA loan prequalification: document review, maximum SBA loan sizing, and direct introductions to best-fit SBA lenders ▸ Financial model review: validating the assumptions in your existing financial model or financial projections before they reach a lender or investor 🤝 𝚆𝙷𝙾 𝙸 𝚆𝙾𝚁𝙺 𝚆𝙸𝚃𝙷 Founders applying for SBA loans, buyers acquiring a business with SBA or bank financing, startups preparing investor-grade financial projections, and existing businesses expanding with new debt. If your deal needs financial projections a credit committee will trust, that is my lane. 📋 𝙷𝙾𝚆 𝙸𝚃 𝚆𝙾𝚁𝙺𝚂 1. Send me your loan or raise details: loan type, target amount, timeline 2. First draft of your financial projections in as little as 2 business days 3. Unlimited revisions to your financial projections based on lender or investor feedback 4. When useful, a direct introduction to 1-2 SBA lenders who fit your deal 📞 If you are preparing an SBA loan application, raising capital, or buying a business, message me with your loan type, target amount, and funding stage. I will outline exactly what your financial projections and business plan need to get approved.

𝗧𝗼𝗽 𝟭%; 𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 𝗣𝗹𝘂𝘀 ✅ | Ex-JPMorgan | CFA | $1BN+ raised by my models | 99% JSS | $600k total earnings I work with funded startups, growth-stage companies, and established businesses on the financial infrastructure that drives decisions: investor-ready models, board reporting, scenario analysis, valuation, and ongoing FP&A. My clients have raised over $1BN in debt and equity using models I built, from seed rounds through Series B, including a unicorn and multiple $100M+ ARR businesses. I keep a small client base by design. The best results I've delivered have come from relationships where I have real context on the business, not one-off projects. I'm the person you call before a board meeting, during a fundraise, when an acquisition lands on your desk, or when you just need someone who understands your numbers as well as you do. Financial Modeling: A model is only as good as the understanding behind it. I build FP&A models with a deep focus on usability, auditability, and, increasingly, AI integration. The goal is a financial source of truth that different teams across the business can actually work from. Transaction Advisory: Extensive private equity and M&A experience across hundreds of millions of dollars of transactions. LBO models, waterfall structures, complex valuations, diligence-ready outputs. When the model is the deal, the details matter, and that's where the investment banking training shows up. Send over a deck, a business plan, or just describe what you're working on. I'll scope it same day.

Accomplished Financial Modeler with a robust corporate finance background, excelling in budgeting, forecasting, financial analysis, and fractional CFO services. Proficient in Financial Planning and Analysis (FP&A), specializing in crafting detailed financial models for startups seeking funding, guiding growth-phase companies on investment options, and assisting mature companies in strategic planning for exit options. Skilled in employing storytelling techniques through financial models and presentations. Capable of serving as an extended arm for investor communication, enhancing transparency and fostering strong relationships. Key Skills and Accomplishments: -Financial Modeling: Proficient in developing intricate financial models aligned with business strategies, incorporating critical metrics, valuations, and funding roadmaps, utilizing tools such as MS Excel for precision and flexibility. -Budgeting and Forecasting: Demonstrated ability to design and manage effective short- and long-range financial plans, empowering businesses to optimize cash flow and make informed decisions. -Financial Analysis: Expertise in conducting in-depth financial analysis and reporting, conducting regular health checks through balance sheets, profit and loss statements, aged payables and receivables reports, and cash flow forecasts. -Fractional CFO Services: Trusted partner in providing fractional CFO services, contributing strategic financial leadership and guidance without the need for a full-time commitment. -Startups and Growth-Phase Companies: Specialized in creating financial models tailored for startups aiming to raise funds and supporting growth-phase companies in evaluating investment options for sustainable expansion. -Mature Companies: Experienced in assisting mature companies in strategic financial planning, including evaluation of exit options. -Pitch Deck Creation: Proficient in developing visually appealing pitch decks that effectively communicate financial strategies, business potential, and investment opportunities, incorporating storytelling techniques for impactful presentations. -Investor Communication: Capable of serving as an extended arm for investor communication, enhancing transparency, and fostering strong relationships through clear and insightful financial reporting, supported by interactive Power BI dashboards. As a results-driven Financial Modeler, I am committed to leveraging my skills and experience to enhance financial visibility, drive strategic decision-making, and support companies at every stage of their financial journey. Additionally, I bring a unique proficiency in storytelling through financial models and pitch decks, coupled with the ability to serve as a reliable liaison for investor communication. Please reach out to me to discuss any suitable projects.

Need a sharp, CFA-level financial modeler to help you raise capital, forecast growth, and make smarter financial and investment decisions? You’re in the right place. I’m a performance-driven Finance professional with 10+ years of experience in financial modeling, forecasting, FP&A, budgeting, valuation, and corporate finance — helping founders, investors, and executive teams turn data into decisions that drive real results. With a background spanning Oil & Gas, SaaS, Manufacturing, Construction, Real Estate, and Asset Management ($1B+ AUM), I combine deep accounting and analytical expertise (IFRS, financial statements, ERP systems) with strategic financial leadership to deliver actionable insights, precise models, and decision-ready reports. ⚙️ What I Do I build clear, dynamic, and investor-ready financial models and reporting systems that help you take control of your numbers and plan with confidence: ✅ 3-Statement Financial Modeling — Integrated P&L, Balance Sheet & Cash Flow with charts, ratios, and scenario testing ✅ Valuation & Investment Models — DCF, IRR, NPV, payback, comps, and capital budgeting analysis ✅ FP&A & Budgeting Systems — Forecasting, cost optimization, and variance tracking dashboards ✅ Cash Flow Forecasting — Weekly, monthly, and 13-week rolling models for liquidity and runway planning ✅ KPI & Performance Dashboards — LTV/CAC, ROI, burn rate, margin tracking in Excel or Google Sheets ✅ Cap Table & Equity Modeling — Ownership dilution, fundraising scenarios, LP/GP waterfalls ✅ Scenario & Sensitivity Analysis — Base, bear, and bull cases to guide confident decision-making ✅ Management & IFRS Reporting — Investor, board, and audit-ready financial packages 🧠 Why Clients Hire Me ✔️ Strategic + Technical: I bridge accounting precision with investor-grade financial storytelling ✔️ Flexible & Scalable: Tailored solutions for startups, SMEs, and established enterprises ✔️ Industry Versatility: From SaaS and AI startups to multi-branch manufacturing and real estate firms ✔️ Proven Impact: Built dashboards that cut overhead by 20%, shortened month-end closes from 7 days to 5 hours, and helped clients avoid cash crunches months in advance 🌎 Industries I Serve SaaS, Tech & eCommerce Manufacturing & Construction Real Estate & Investment Firms Healthcare & Private Practices Traditional & Alternative Investments 📊 Results You Can Expect Accurate forecasts that attract investors and lenders Data-driven insights that optimize growth and profitability Clean, automated models that simplify complex decisions Financial clarity that lets you run your business like a CFO 📩 Let’s Talk If you’re looking for a trusted financial partner to help you understand your numbers, build investor-ready financial models, or take control of your financial strategy — send me a quick message. I’ll tell you exactly how I can help or point you in the right direction.

Laser-focused on commercial real estate financial modeling, including developments, acquisitions, portfolios, opportunity zone projects, distressed debt, proformas, waterfalls, etc. I have an institutional background and my models are all institutional-quality, which makes a powerful impression on equity investors. Highlights: - Microsoft Certified “Excel Expert” - Master’s degree in real estate development - Institutional experience working on large and complex projects. - Chartered Alternative Investment Analyst As a well-known real estate modeler, I maintain over 12,000 followers on LinkedIn, and have authored numerous articles on real estate finance for publications like American Banker, National Real Estate Investor, and California Real Estate Journal. I have deep experience with all real estate product types, including multifamily, office, industrial, retail, mixed-use, SFR subdivisions, manufactured home communities, land, self-storage, etc. If you need a any kind of real estate model let’s chat.

Are you looking for a financial modeling expert who can transform your business ideas and financial data into accurate, investor-ready models? I help startups, SMEs, investors, and established businesses make informed financial decisions by building robust, dynamic, and easy-to-use financial models tailored to their goals. My Services ✔ Financial Modeling (3-Statement Models) ✔ Financial Forecasting & Projections ✔ Business Valuation (DCF, Comparable Companies, Precedent Transactions) ✔ Startup Financial Models ✔ Budgeting & Cash Flow Forecasting ✔ Revenue & Expense Forecasting ✔ Scenario & Sensitivity Analysis ✔ Break-even Analysis ✔ Investment Analysis ✔ Financial Dashboards ✔ Excel Automation ✔ Business Plans with Financial Projections ✔ Investor-Ready Financial Models ✔ Pitch Deck Financials ✔ KPI Dashboards ✔ Profit & Loss Statements ✔ Balance Sheet & Cash Flow Models Industries Served • SaaS • E-commerce • Healthcare • Real Estate • Manufacturing • Logistics • FinTech • Retail • Renewable Energy • Construction Why Clients Hire Me ✓ Accurate and audit-ready financial models ✓ Clean, professional Excel workbooks ✓ Fast turnaround ✓ Investor-friendly reports ✓ Confidential handling of business data ✓ Clear communication and on-time delivery Whether you’re raising capital, applying for funding, seeking investment, valuing a business, or planning future growth, I deliver financial models that provide clarity and support better decision-making.