Hire the Best Financial Planners

Spreadsheets should make your work easier, not become another manual process to manage. I help businesses transform slow, messy, and error-prone Excel or Google Sheets files into clean, automated, and dependable systems that save time and support better decisions. My services include: • Excel and Google Sheets automation • VBA macros and Google Apps Script • Interactive KPI dashboards and automated reports • Financial models, budgets, forecasts, cash-flow tools, and scenario analysis • Power Query data cleaning, consolidation, and refresh workflows • Advanced formulas, including XLOOKUP, INDEX/MATCH, FILTER, QUERY, LAMBDA, and dynamic arrays • Business trackers, calculators, planners, and management systems • Repairing broken formulas, macros, reports, and slow workbooks I build spreadsheets for real-world business use. Every solution is designed with a clear structure, user-friendly inputs, protected formulas, validation checks, logical reporting, and maintainable workflows. Recent Upwork projects include repairing a broken VBA automation and developing a five-year financial projection system, both completed with 5-star client feedback. You can expect: • Clear and professional communication • Practical recommendations based on your workflow • Careful testing before delivery • Clean, intuitive, and professional formatting • Reliable solutions that are easy to use and maintain Whether you need a focused spreadsheet fix or a complete reporting and automation system, I can help you choose and build the right solution. Send me a message with your current file, process, or challenge, and I’ll recommend the most practical next step.

💡 Financial models and dashboards that your team will actually use I'm Majid, Lead Consultant at Innopher - a financial planning consultancy with 15 years of experience across financial modeling, FP&A, and enterprise planning platforms. On Upwork we take on focused projects: _Excel models _Power BI dashboards _Google Sheets automation _Financial forecasts Behind every project is a team: solution architects and model builders who've worked on implementations for aviation, medical devices, manufacturing, SaaS and energy companies. You get the output of a consultancy at the pace of a freelancer. What we typically deliver: _3-statement models and DCF valuations for fundraising _Driver-based FP&A models and rolling forecasts _Power BI dashboards connected to NetSuite, Salesforce or QuickBooks _Google Sheets automation for teams that live in Google Workspace And for larger planning needs: _Full Anaplan, Abacum or Pigment implementations. If the person using it can't make a decision from it quickly, it's not finished. 🏆 100% Job Success | Top Rated | 5.0 across all reviews 🏆 Clients across aviation, energy, SaaS, medical devices and manufacturing 🏆 Projects from startup budgets to enterprise planning transformations Send a message and I'll tell you honestly if we're the right fit.

I have built, valued, and modeled over 1,000 companies across all 50 US states, every Canadian province, and 50+ countries. CFA charterholder. 10 published books, all rated 5.0 on Amazon. $300K+ earned on Upwork with 100% Job Success. Top Rated Plus. Ranked top 10 globally on Upwork for Fractional CFO, Valuations, Financial Models, Business Plans, and Pitch Decks. When a founder sends me their financial model, I already know the three questions their investors will ask, because I spent years reviewing deals from the investor side as a fund fiduciary. That perspective separates my work from everyone else in your inbox. I wrote 10 books on this. Literally. My Amazon series, A Founder's Conversations with a Fractional CFO, covers every financial decision a founder faces: CFO Versus Accountant, Pitch Decks, 409A Valuations, Financial Modeling, Business Plans, KPIs and Dashboards, Private Company Stock Options, Fundraising Mechanics, Real Estate Financial Modeling, and SBA Loans. WHAT I DELIVER: Financial Modeling: Three-statement models, revenue models, SaaS models, startup financial projections, scenario analysis, sensitivity analysis, unit economics, breakeven analysis, cash flow forecasting, pro forma financials, budget models, and investor-ready models built in Excel. Published on Bloomberg, Reuters, FactSet, and S&P Global terminals. Business Valuations: DCF analysis, comparable company analysis, precedent transactions, startup valuations, fair market value, certified business valuations, and 409A valuations for fundraising, M&A, tax compliance, equity compensation, and internal planning. Business Plans: Investor business plans, SBA lender business plans, immigration business plans (EB-2, EB-5, USCIS), startup plans, feasibility studies, market analysis, competitive analysis, go-to-market strategy, and executive summaries for banks, investors, and regulatory bodies. Pitch Decks: Seed decks, Series A decks, fundraising decks, investor presentations, and data room preparation. Helped raise hundreds of millions in capital across angel, seed, Series A, and Series B rounds. Cap Tables and Equity: Cap table modeling, stock option plans (ISOs, NSOs, RSAs), SAFE and convertible note modeling, option pool sizing, dilution analysis, waterfall analysis, pre-money and post-money calculations, vesting schedules, 83(b) elections, and 409A compliance. Fundraising: Term sheet analysis, SAFE structuring, convertible note terms, liquidation preferences, closing mechanics, investor negotiation, due diligence preparation, and capital raising advisory from pre-seed through Series B. Fractional CFO: Financial strategy, KPI dashboards, OKR tracking, board reporting, investor reporting, cash flow management, burn rate analysis, runway modeling, and startup growth consulting. As former CEO of SentimenTrader and founder of ExemptAnalyst (acquired by Pinnacle), I have been on your side of the table. Real Estate Financial Modeling: Acquisition models, development pro formas, NOI and cap rate analysis, rent roll analysis, construction draws, lease-up modeling, waterfall distributions, LP/GP splits, DSCR, and sensitivity analysis for commercial, multifamily, and value-add deals. SBA Loans: SBA 7(a) and 504 loan modeling, lender packages, debt service coverage, seller note structuring, business acquisition models, and goodwill analysis. Due Diligence and Investment Banking: M&A due diligence, credit analysis, investment memos, structured finance, SPV structuring, and institutional-grade research. Ghostwriting: 10 published books on Amazon (all 5.0). Available for personal finance and business book ghostwriting. BACKGROUND: 25+ years in capital markets. Former CEO of SentimenTrader. Founded ExemptAnalyst (largest private research firm in Canada, acquired by Pinnacle). Director at Eiffel Peak Capital. MD at Pinnacle Wealth Brokers. VP at IA Clarington. Advised on $79M Wes-tower acquisition. Co-Host of The Dales Report (40K YouTube). Finance Instructor, University of Toronto. CFA, CFP, CIM, FCSI Fellow. My schedule fills up fast. If my status shows available, reach out now for a quick call to scope your project.

🚀 AI-Powered B2B Lead Generation | High-Intent & Verified Decision-Makers Hi, I'm Gowtham.S—a top-rated B2B Lead Generation specialist helping founders and go-to-market teams fill their pipelines with ICP-aligned, sales-ready decision-makers. My approach moves beyond basic list-building; I combine strategic human expertise with advanced AI-powered research tools and licensed commercial databases to build prospect lists that are clean, accurate, and ready for conversion. My process is built on a foundation of data you can trust, enabling your SDRs to spend less time researching and more time selling. → My End-to-End Process I manage the entire lead generation workflow to deliver a constant flow of high-intent opportunities: ✅ AI-Assisted ICP & TAM Analysis: I go beyond surface-level criteria to define your Ideal Customer Profile (ICP) and Total Addressable Market (TAM) with precision, focusing on high-intent signals such as company revenue, technology stack, recent funding, and growth indicators. ✅ High-Intent Prospect Discovery: Using a blend of LinkedIn Sales Navigator and AI research engines, I identify decision-makers who are actively looking for solutions you provide. This includes C-Suite executives, VPs, and Directors across key functions like Operations, Finance, IT, Revenue Operations, and Sales Development. ✅ Multi-Layer Data Enrichment: I build comprehensive contact profiles featuring verified work emails, LinkedIn URLs, and direct-dial phone numbers (where available) through authorized commercial databases to ensure your outreach connects with the right people. ✅ Multi-Tool Email Verification: To protect your domain reputation and maximize deliverability, I use a multi-tool verification process (including NeverBounce, ZeroBounce, and Hunter) to check for syntax, MX records, SMTP validation, and catch-all patterns. This ensures bounce rates stay below 2%. ✅ CRM-Ready Formatting & Delivery: I clean, deduplicate, and normalize all data to fit your exact CRM specifications (HubSpot, Salesforce, Pipedrive, etc.). Your lists are delivered in a ready-to-upload format, complete with transparent source notes and data collection timestamps. → Who I Partner With I specialize in building targeted pipelines for high-growth companies across multiple sectors: • SaaS, AI, and Tech companies focused on outbound scaling and Account-Based Marketing (ABM) strategies •IT Services, MSPs, and Development Agencies building vertical-specific sales funnels •E-commerce & DTC brands targeting operators, logistics managers, and growth leaders • Companies across Healthcare, Finance, Manufacturing, and Professional Services •Founders and boutique firms needing to kickstart their sales motion with reliable, actionable data → Your Deliverable Each list is a strategic asset, built for immediate campaign activation. You receive: 🔸Company Data: Company name, domain, industry classification, HQ location, employee count, and available revenue/funding data 🔸Contact Data: Full name, job title, department, seniority level, and LinkedIn profile URL 🔸Contact Points: Verified work email with verification status, plus optional direct-dial phone numbers 🔸Intelligence Data: Technographic insights (e.g., Salesforce, AWS, Shopify, HubSpot usage), hiring signals from job postings, and custom research notes based on your specific requirements 🔸Flexible Format: A clean, deduped CSV or Google Sheet formatted precisely for your CRM or email sequencing tool, with custom field mapping as needed → My Research & Intelligence Stack I use a modern, multi-tool stack combining human intelligence with technology to ensure accuracy and depth: 🔹Targeting & Enrichment: LinkedIn Sales Navigator, Apollo, Crunchbase, ZoomInfo, and industry-specific databases 🔹AI-Powered Discovery: Perplexity AI and other AI research tools for deep market research, competitive intelligence, and identifying emerging prospect signals Email & Data Verification: NeverBounce, ZeroBounce, Hunter, Snov, Skrapp for multi-layer validation 🔹Delivery & Automation: Google Sheets, Excel, CSV exports, and custom CRM mapping for seamless integration 🔹All tools are used in compliance with their respective Terms of Service and data privacy regulations. → Why Teams Trust Me My work is defined by precision, communication, and tangible results: 🌟Proven Track Record: Top Rated status built on thousands of successful projects and a strong base of repeat clients who trust my work 🌟Precision at Speed: I deliver quickly without ever compromising on data quality or verification standards 🌟Proactive Communication: You get full transparency with shared progress sheets, regular updates, and clear milestone tracking 🌟Complete Flexibility: I adapt to your specific templates, field requirements, and CRM needs—no rigid formats Let’s get started!

⭐⭐⭐⭐⭐ I’m a Google Sheets & Excel expert with 5 years of experience creating smart, easy-to-use planners that help people stay organized and plan their lives. I design budget planners, wedding planners, and many other custom tools tailored to your needs. If you want a clean, functional, and personalized spreadsheet that makes life easier — I’m here to help!

I am Senior FP&A Analyst in a prominent winter sports company & Google Sheets Designer with 7+ years of experience building dashboards, budgeting tools, and planning templates that make data simple, actionable, and visually engaging. I specialize in: 1. Finance & FP&A tools (rolling forecasts, EBITDA/margin analysis, sales mix dashboards, automated reports) 2. Automation of reports using SQL, python, power query, VBAs 3. Supply chain planning and analysis 4. Travel planning & budgeting (itineraries, vacation planners, cruise + land trip trackers, packing checklists, onboard spending trackers) 5. Content Creation - look up my content on instagram @theadventurersnotepad 6. Small business + Etsy-ready digital products (trackers, planners, budgeting sheets, dashboards for resale) Highlights of my work: 1. Developed dynamic FP&A forecast models analyzing pricing, margins, and sales mix for global product lines 2. Delivered Annual Operating Plans, monthly budgeting, supply chain optimization, strategy and various capital productivity budgets. 3. Made editable automated templates and models 4. Built digital planners for resale (dashboard, itinerary, excursion + onboard spending tracker, budget vs actual, currency converter) using Canva and other tools 5. Designed a Mt. Baker travel guide (paid digital product) with trip logistics, itineraries, and outdoor experiences 6. Delivered multiple budget dashboards with automated KPIs, charts, and variance analysis for business decision-making Why clients hire me: 1. Balance of finance expertise + creative template design 2. Focus on ease of use + visual appeal for resale or internal use 3. On-time delivery with attention to detail 4. Experience in both corporate FP&A and digital product creation Tools - Expert level knowledge with Microsoft Excel, Google Spreadsheets, Ms-PowerPoint, Google Slides, SEO, Word Power BI, Tableau, Figma, Jira, Canva, Capcut, Adobe suite and so on. Hit me up for anything finance, excel, SEO, presentation and much more!