Hire the Best Financial Planners in Karachi, PK

Need a financial model, automated dashboard, or forecast that actually helps you make confident business decisions—not just another spreadsheet? I'm a certified Chartered Accountant with 8+years of experience in forecasting, reporting, financial modelling and business analytics, helping startups, SMEs, and growing businesses build financial models, automate reporting, and transform raw data into clear, actionable insights. Whether you're raising investment, planning growth, tracking KPIs, improving cash flow, or replacing manual spreadsheets with automated dashboards, I build solutions that are accurate, scalable, and easy to maintain. 🎯My Core Services: 1 • Financial Models & Forecasts → Investor-ready financial models, financial projections, revenue & cash flow forecasting, budgeting 2 • Excel, Google Sheets & Power BI Dashboards → KPI dashboards, executive reporting & performance tracking 3 • Financial Reporting & Analysis → Profit & Loss, Balance Sheet, Cash Flow Statements, Variance & profitability analysis and Business performance reports 4 • Excel & Google Sheets Automation → Dynamic templates, reporting automation, Power Query, Pivot Tables, Advanced formulas, VBA & Macros Why clients work with me? • 8+ years of corporate experience of business analysis, FP&A & commercial finance experience. • Supported £850M+ international business portfolio • Delivered 100+ finance & Excel projects for startups, SMEs & entrepreneurs • Finance expertise combined with advanced Excel, Google Sheets & Power BI skills. Industries I've Worked With: • FMCG • Manufacturing • Distribution • Retail • Pharmaceuticals • Startups • Services Providers • Small Businesses • E-commerce 🎯 My goal is to build financial tools that save you time, improve decision-making, and grow with your business—not spreadsheets you'll outgrow in six months. If you're looking for someone who understands both the numbers and the business behind them, I'd be happy to help!

Unlock Your Financial Potential with a Top-Tier Economist & Chartered Financial Analyst (CFA) | Financial Analyst | Financial Planner | Investment Advisor | Financial Copywriter | Equity Trader | Bond Trader | Sales & Customer Service Are you looking for a financial expert who can drive your investment success and elevate your financial strategies? With over a decade of experience in capital markets across North America and South Asia, I am the professional you need. As an Economist and CFA, I specialize in transforming financial challenges into profitable opportunities. Why Choose Me? Proven Expertise: - I bring a robust understanding of various financial instruments, including stocks, bonds, mutual funds, pension funds, ETFs, and Index Funds. - I've traded hundreds of discretionary accounts in a single day as a Client Portfolio Trader, showcasing my ability to manage high-pressure environments with precision. Strategic Portfolio Management: - As a Senior Portfolio Manager, I have successfully managed multi-million-dollar tactical asset allocation calls, ensuring optimal returns and minimizing risks. Compelling Investment Pitch Decks: - I create powerful investment pitch decks featuring detailed three-statement projections (Profit & Loss, Balance Sheet, and Cash Flow statement), industry overviews, competitor analysis, and valuation. My automated models facilitate scenario and sensitivity testing, delivering insights through intuitive dashboards and professional PowerPoint presentations. My Specializations: Cash Flow Modeling & Investor Return Metrics: - Mastery in calculating IRR, NPV, Relative Multiples, LTV, and DSCRs to maximize investor returns. Three-Statement Financial Models: - Comprehensive development and analysis of P&L, balance sheet, and cash flow models. Sales & Custom KPI Forecasts: - Accurate and actionable forecasts tailored to your unique business needs. Scenario & Sensitivity Analyses: - Detailed analysis to inform strategic decisions and anticipate market changes. Credit Analysis: - Thorough evaluation of character, capacity, collateral, and covenants to ensure sound credit decisions. Investment Advice: - Providing insightful and personalized investment advice to help you navigate complex financial markets and make informed decisions. Customer Service Excellence: - Dedicated to delivering exceptional customer service, ensuring your financial needs are met with professionalism and care. Your Success is My Mission: I am dedicated to providing exceptional financial analysis and strategic advice to help you achieve your financial goals. My experience and expertise will give you the edge you need in today's competitive market. Let’s collaborate to elevate your financial strategies and secure your investment success. Contact me today to get started on transforming your financial future! Feel free to reach out with any questions or to discuss how I can contribute to your project's success. Together, we can achieve extraordinary financial results!

🚀 Still spending hours consolidating spreadsheets, fixing broken reports, or trying to make sense of disconnected data? I help organizations build modern analytics solutions using Microsoft Fabric, Power BI, and Finance Analytics—transforming raw data into automated reporting, executive dashboards, and actionable business insights. What makes me different? Most consultants understand either the technology or the business. I bring both. As an FCCA-qualified professional with hands-on experience in Business Intelligence, Data Analytics, and Financial Reporting, I bridge the gap between finance, operations, and technology to deliver solutions that stakeholders actually use and trust. 🔹 Microsoft Fabric Implementation & Architecture 🔹 Power BI Dashboard Development 🔹 Lakehouse & Data Warehouse Design 🔹 Data Modeling & Semantic Models 🔹 ETL / ELT Pipelines & Automation 🔹 Financial Reporting & FP&A Analytics 🔹 Executive KPI & Management Dashboards 🔹 SQL, DAX, Power Query (M) 🔹 Data Transformation & Process Optimization ━━━━━━━━━━━━━━━━━━━━ 💡 How I Help Clients ✔ Eliminate manual reporting processes ✔ Reduce dependency on spreadsheets ✔ Consolidate data from multiple systems ✔ Automate recurring reports and KPIs ✔ Build scalable Microsoft Fabric solutions ✔ Deliver real-time visibility into business performance ✔ Improve decision-making through analytics ━━━━━━━━━━━━━━━━━━━━ 📊 Typical Projects • Microsoft Fabric End-to-End Implementations • Power BI Executive Dashboards • Financial Planning & Analysis (FP&A) Reporting • Budget vs Actual Reporting Solutions • Revenue, Profitability & Margin Analysis • Data Warehouse & Lakehouse Architecture • Management Reporting Automation • Business Performance Analytics ━━━━━━━━━━━━━━━━━━━━ Why Clients Work With Me I don't simply build dashboards. I focus on understanding the business problem first, then design analytics solutions that provide meaningful insights and measurable value. Whether you need a Microsoft Fabric implementation, a Power BI dashboard, a modern data platform, or advanced financial analytics, I can help you turn your data into a strategic asset. Let's discuss your project and identify the most effective solution for your business.

Greeting! Myself Nargis Iqbal practicing Chartered Management Accountant (ACMA-UK) with over twelve years of extensive experience in Accounting & Finance, I possess a diverse set of skills and expertise that make me a valuable asset to any organization. My area of expertise includes a range of professional-level accounting duties involved in book keeping, payroll, preparation of financial statements, financial modeling via Excel reports, Financial Feasibility reports, Budgeting & Forecasting etc. I am proficient in using different Accounting Software, including QuickBooks , Zoho Books, Xero, and ERP based Accounting software . My expertise in using these software enables me to provide seamless and efficient accounting and financial services. Thank you for considering my profile. I look forward to discussing how I can contribute to the success of your organization's Accounting and Finance function.

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.

Achievements in numbers: -Have helped 12 startups raise more than $100 million in equity and grant funding -Have consulted 40+ startups on their funding and cashflow problems -Managed Fixed Income and Derivative portfolio of over $350 Million As a business analyst with a focus on small and medium size businesses, I can help solve your financial and excel problems. I specialize in investment and management, creating budgets, forecasts, analysis, business plans, and business strategy. My background is in investment and small business consulting, as well as Controller for a small business. I am a CFA charter holder and hold an MBA too. I am proficient at many accounting software suites, and I am also an advance level excel user. Please feel free to message me for discussing your project if it is related to following: * Financial Analysis * Financial Forecasting and Modelling * Excel Dynamic Templates * Pro Forma Statements * Excel VBA * Excel Templates * Data Visualization * Excel Interactive charts, graphs and dashboard Thank you.