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I'm a full-time Financial Analyst holding a CIMA certification. My expertise lies in data analysis, financial modelling, and proficient utilisation of tools such as Google Sheets and Microsoft Excel. I take particular pleasure in crafting new reports, dashboards, or any tools conducive to informed decision-making using Google Sheets and Microsoft Excel. With years of experience, I have acquired familiarity with the most advanced formulas and tools on these platforms, enabling me to proficiently manage substantial volumes of data.

I've spent over a decade as a finance executive and advisor helping founders, investors, and boards prepare for raises, close transactions, and make better decisions. I've done this across 50+ engagements as a partner at a multinational advisory firm, as a CFO at two VC-backed companies, and as a director on multiple boards. I hold a CFA charter and an MBA from INSEAD. I raised a $2m seed round from Kleiner Perkins for Vylo, where I built the model and deck from scratch. I led the $75m initial capitalisation of iflix, a regional streaming platform backed by family offices and PE. I supported the carve-out and listing of EcoCash, a fintech with a market cap of $500m. I structured and led the sale of an FMCG firm at 67x EBITDA after turning it from loss to profit. Most recently, I was the commercial advisor on the $500m secondary sale of a global services company, driving all finance workstreams including investor materials and positioning. I build financial models, pitch decks, investor presentations, cap tables, valuations, and due diligence reports. I work in Excel, Powerpoint, Google Sheets, Quickbooks, Xero, and Carta, and I'm comfortable across three-statement models, DCFs, LBOs, waterfall analyses, and scenario planning. If you need senior finance thinking with hands-on execution, I'd welcome the chance to connect.

Top Rated Upwork freelancer 🏆 Founder 🏆 and $50 Million Raised Every successful business starts with a strong foundation, that foundation includes a strong financial roadmap and the right financial analyst to conduct financial modeling. Whether it’s to apply for funding, a government grant, financials for your business plan or to foresee the financial future and performance of your business idea. There are many reasons why businesses succeed but without a properly constructed financial plan that prepares you for the unforeseen, the chances for success go down significantly. That’s exactly where I come in. I’ve helped Helped many business clients like, Zicaro Ventures start a new FinTech Company called Blue Sage Financial . Deal Leaders Africa with a successful merger that earned them over R20m; Financial Modeling and Financial Analysis for First Avenue Investment Management to identify great stock opportunities. I have vast exposure working with several international clients since I started freelancing on Upwork. Start-up Consulting services include: ✅ Risk and Uncertainty analysis ✅ Building robust Forecasted financial models and valuation ✅ Crafting winning business plans and pitch deck slides ✅ Conducting in-depth market research ✅ Feasibility Study to determine Project Viability/Business Idea ✅ Trend Analysis and Strategy My Financial Modeling and Analyst Consulting services include: ✅ Conducting financial due diligence ✅ Project Finance ✅ Equity investing and research ✅ M&A Financial Modeling – Valuation - Firm Value NPV ✅ Modeling Returns for investment opportunities ✅ Building monthly budgeting and forecasting tools ✅ Creating user-friendly Automated dashboards and metrics. ✅ Financial Statements Analysis (Ratios, Capex, Ebitda, ROI, IRR, etc) Valuation Methods Include: ✅Market Capitalization ✅Times Revenue Method ✅Earnings Multiplier ✅Discounted Cash Flow (DCF) Method ✅Book Value ✅Liquidation Value ✅Dividend Discount Model (DDM) Sounds like a great fit? Click the green “Invite to Job button in the upper right-hand corner of the page and let’s work together! 🚀 Your Financial Analyst. Sandile N. ---------------------------------------------------------------------------------------------------------- Here’s a bit about me – My journey to becoming a Financial Analyst I’ve been working as a Financial Analyst for 7 years now. Achieved TOP Rated Plus in my first year on Upwork due to my hard work and dedication, This means I am considered to be one of the top 5% Financial Analysts and Modelers on Upwork My Experience started at First Avenue Investment Management (Boutique Asset management Company) where I worked as an Equity Financial Research Analyst. Here I learned and researched broader topics about local and International equity stock markets (South Africa and the USA). Exploring various aspects of company valuation, equity investment analysis with focus on competitive advantage, and market share analysis. Exploring different sectors, expanded my knowledge of macro and micro-economic factors, and building comprehensive financial models based on historical patterns, industry/Company drivers. Financial Analyst at Deal Leaders Africa, One of Africa’s Leading Mergers and Acquisitions (M&A) firms. I was preparing financial models, with a focus on present value forecasted free cash flows (NPV) to determine the firm value for the merger sale. In addition, this is where I generated skills relating to business plans and pitch deck presentations in the process of pitching to potential buyers. Senior Financial Analyst at Zicaro Ventures. I assisted with the formation of Blue Sage Financial start-up. Everything from their business plan, pitch deck, research, and financial modeling. My Education I hold a Finance and Investment Management Degree - from the University of South Africa, an Investment Management Certificate from one of SA’s leading independent business schools - ASISA Academy, and International Financial Services Certificate from the CISI Institute in London. This is what you can expect when working with me as your Financial Analyst. ✅ Bulletproof attention to detail. ✅ Available in ANY TIME ZONE 🕐 to prevent communication breakdowns. ✅ Daily/weekly/monthly updates and reports about the project, keeping you up to date. ✅ Fluent in written and spoken English. Nothing gets lost in translation. ✅ World Class Financial Analysis and Financial Modeling services are sure to add value to your business.

Hi, I’m Tshepo - a Chartered Accountant (CA(SA) with Big 4 and listed company experience now working closely with founders, CFOs, and SMEs to turn complex financial numbers into clear and decision-ready insights. I have 13 years of experience in financial reporting, corporate finance, and strategic advisory across energy, infrastructure, and SaaS sectors. I help companies, CFOs, and entrepreneurs streamline operations and decision-making by blending finance precision with AI automation and making reporting faster, smarter, and investor-ready. Selected outcomes from my work: * Scaled a wholesale diesel company's revenue 15x through improved financial reporting and fundraising. * Through building relationships with funders, raised $10 million for one of my biggest clients and this funding bolstered the client's revenue and profitability from $30 million to $70 million in 3 years * Reduced monthly reporting timelines for most of my clients by 30 - 40% through process redesign and automation * Helped founders and CFO's regain confidence in their numbers by simplifying and structuring reporting What I Deliver: Financial Modeling & Analysis * Dynamic Excel and Python-powered models for forecasting, valuations, and scenario analysis. * Specializations include PPP financial models, SaaS growth models, and M&A deal structures. * Incorporate bankability ratios (DSCR, LLCR, PLCR), IRR/EIRR, and Value-for-Money frameworks. Financial Reporting & IFRS/GAAP Compliance * Accurate management reporting, month-end closes, audit support, and investor presentations. * Align models with IFRS, GAAP, and international tax frameworks for cross-border operations. Automation with Python & ChatGPT * Automate reconciliations, journal entries, and financial consolidations. * Extract and clean data from PDFs, Excel sheets, and APIs using Python scripts. Custom AI Tools & Streamlit Apps * Built finance-specific AI tools (invoice extractors, CSV analyzers, dashboard generators). * Integrated ChatGPT, LangChain, or OpenAI API to create intelligent finance assistants. Business Advisory & ESG Integration * Develop investor dashboards and KPI systems aligned with ESG performance metrics. * Guide businesses through M&A due diligence, PPP feasibility, and sustainability reporting. Why Clients Choose Me ✅ CA-level precision – numbers that investors and boards can trust. ✅ Tech-driven efficiency – faster turnaround using AI and Python. ✅ Strategic insight – more than compliance; I help drive growth and value. ✅ Proactive communication – clear updates, transparent timelines, reliable results. 🏆 Recent Example Developed a Python + Excel workflow that extracts invoice data from PDFs and converts it into clean CSV outputs. 👉 Result: reduced manual data entry time by 90%, improved reporting accuracy, and automated reconciliation.

I have experience working internationally in corporate finance and capital raising. Building financial models, pitch decks and valuations for startups and established companies to better understand your business, communicate with stakeholders, and understand the value you offer.

Former Chief Risk Officer helping founders, lenders, and investors make confident financial decisions. What I can do for you: > Investor-ready financial models > Pitch and financial narrative support for fundraising > FP&A dashboards and monthly insight packs > Credit and underwriting assessments with recommendations > Risk framework or lending policy design Why work with me: > 10+ years of experience in finance and lending > Former Head of Credit and Chief Risk Officer > Reviewed and decisioned more than 5,000 business funding applications (over R2bn funded) > BCom Investment Management, CFA Level II passed > Advanced in Excel, PowerPoint, Power BI, and Tableau, with working knowledge of Python and SQL How I work with you: Whether you are preparing for investors, seeking funding, or building disciplined financial reporting, I deliver clear analysis, reliable models, and actionable insights that help you make confident financial decisions. My goal is to turn your financial data into clarity, strategy, and real business results.