Hire the Best Financial Projections Professionals

𝗧𝗼𝗽 𝟭%; 𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 𝗣𝗹𝘂𝘀 ✅ | Ex-JPMorgan | CFA | $1BN+ raised by my models | 99% JSS | $600k total earnings I am a financial analyst with 10+ years of experience at a top Wall Street bank and as an independent financial consultant. I specialize in building, managing, and maintaining financial models, and advising businesses through model-driven insights. I've completed more financial modeling projects on Upwork than any other freelancer: 500+ engagements, 100% Job Success, Top Rated Plus, over $1BN raised on my models. CFA Charterholder. Financial Modeling I build investor-grade 3-statement models from scratch for your business. I've supported raises from seed through Series B, including a unicorn and multiple $100M+ ARR companies, along with lender models, board models, scenario and sensitivity analysis, valuation, and 409A work. I've built models for 1,000+ companies across virtually every industry, with particular expertise in lending, SaaS, ecommerce, logistics, and energy, AI has changed financial modeling in two important ways. It has made it effortless to spin up amateur models, and it has made high-quality models even more valuable by expanding what they can do. A model built from the ground up to be operated by AI agents is the best of both worlds: institutional-grade structure, optimized for scale, user-friendliness, and auditability, with an architecture that lets tools like Claude and ChatGPT in Excel update data, run scenarios, and make changes reliably. My models are built to leverage AI agents and serve as a "financial operating system" for your business that is easily actualized with current data and adapted as your needs evolve.

I help businesses clean, organize, analyze, and present data clearly using Excel, Python, and dashboard tools. My background combines data analysis, financial reporting, forecasting, and business intelligence experience, allowing me to turn raw information into accurate reports, dashboards, and actionable insights. I have worked on Excel dashboard creation, data entry, research tasks, financial reporting, pricing analysis, KPI monitoring, and forecasting. At Schneider Electric, I supported business intelligence work involving pricing data, dashboards, and performance analysis. As CFO at Alfazza Tri Utama CV, I prepared profit and loss reports, financial projections, and financial records. I can support projects such as Excel dashboards, data cleaning, data entry, financial reporting, KPI tracking, forecasting, and business analysis. I focus on accuracy, clear communication, and reliable delivery.

I build investor-ready financial models and valuations for SaaS, tech, and startups. 7+ years experience delivering 250+ funded business plans. As a Chartered Management Accountant (CMA) and Associate Public Finance Accountant (APFA), I help founders, executives, and investors make informed financial decisions. Whether you are raising funding, evaluating risks, or completing a business sale, my work combines technical accuracy with strategic insight to ensure clarity, credibility, and results. Core Expertise: • Financial Modeling: 3–5 year forecasts, budgets, and unit economics • Valuation: DCF, comparable, and transaction multiples • Business Plans: Investor-ready documents for startups and corporates • Due Diligence: M&A analysis, business sales, and acquisitions • Public Finance: Reporting, compliance, and government-related projects • Pitch Decks: Financial narratives for fundraising Why Work With Me: • Proven Track Record: 362+ completed jobs, $60K+ earnings • Sector Experience: AI, SaaS, e-commerce, manufacturing, and government entities • Strategic Focus: Beyond numbers, I provide KPI-driven insights for sustainable growth I am available for long-term partnerships or specific project reviews. Let’s discuss how to align your financial strategy with your business goals.

𝗜𝗳 𝘆𝗼𝘂𝗿 𝗻𝘂𝗺𝗯𝗲𝗿𝘀 𝗮𝗿𝗲𝗻'𝘁 𝗮𝗱𝗱𝗶𝗻𝗴 𝘂𝗽 𝗶𝗻 𝗘𝘅𝗰𝗲𝗹, 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗺𝗼𝗱𝗲𝗹 𝗼𝗿 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 𝗜'𝘃𝗲 𝗴𝗼𝘁 𝘆𝗼𝘂 𝗰𝗼𝘃𝗲𝗿𝗲𝗱. 💯 Ready to streamline your finances? Message me for a free consultation. Hey! I'm 𝗟𝘂𝗸𝗮, "𝙏𝙃𝙀 𝙁𝙄𝙉𝘼𝙉𝘾𝙄𝘼𝙇 𝙎𝙋𝙍𝙀𝘼𝘿𝙎𝙃𝙀𝙀𝙏 𝙂𝙐𝙔". I've helped 30+ clients across construction, retail, healthcare, manufacturing, education, real estate, and startups turn messy data and broken spreadsheets into clean financial models and automated dashboards. 100% Job Success Score. Top Rated. I respond within 30 minutes. 🔸English🔸Chinese🔸Russian🔸Georgian🔸 ⭐⭐⭐⭐⭐ "Luka was fantastic to work with from start to finish. Responsive, detail-oriented, and made sure everything matched my vision. Highly recommend." ⭐⭐⭐⭐⭐ "Great experience Luka's Excel knowledge was exactly what we needed. Delivered on time, every time." ⭐⭐⭐⭐⭐ "Luka took a complex financial sheet and made it simple, clean, and easy to use. Will hire again without question." 𝗪𝗵𝗮𝘁 𝗺𝗮𝗸𝗲𝘀 𝗺𝗲 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗳𝗿𝗼𝗺 𝗲𝘃𝗲𝗿𝘆 𝗼𝘁𝗵𝗲𝗿 𝗘𝘅𝗰𝗲𝗹 𝗳𝗿𝗲𝗲𝗹𝗮𝗻𝗰𝗲𝗿? Most Excel freelancers build pretty spreadsheets. I build financial models that hold up in investor meetings, bank submissions, and board reviews because I come from finance. IFRS audit. FP&A. Accounting. I understand P&L, cash flow, and balance sheet at a level most spreadsheet guys simply don't. Your numbers will not just look good. They will be right. And if a lender, investor, or CFO questions them, they will hold up. 💡 𝗔𝗿𝗲𝗮𝘀 𝗼𝗳 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 ✔️ Financial Modeling & Projections ✔️ Excel & Google Sheets Formulas & Dashboards ✔️ Cash Flow Forecasting & Budgeting ✔️ FP&A Reporting & Variance Analysis ✔️ Data Analysis & Visualization ✔️ Data Cleaning & Structuring 🛠️ 𝗪𝗵𝗮𝘁 𝗜 𝗕𝘂𝗶𝗹𝗱 ✅ Investor-ready financial models full P&L, cash flow statement, balance sheet ✅ Real estate pro forma IRR, equity multiple, cash-on-cash, DSCR, cap rate, GP/LP waterfall ✅ Startup financial projections pre-seed, seed, Series A pitch deck ready ✅ SaaS financial models MRR, ARR, churn, LTV, CAC, burn rate, runway ✅ Three-statement financial models linked and fully dynamic ✅ Budget vs. actual tracker with variance analysis and FP&A dashboards ✅ 13-week cash flow forecasts bank-ready and lender-friendly ✅ SBA loan and bank-ready financial projection packages ✅ Nonprofit and grant budget models board-ready reporting ✅ DCF analysis, NPV modeling, and business valuation ✅ Scenario analysis, sensitivity analysis, and break-even models ✅ Advanced Excel formulas XLOOKUP, INDEX/MATCH, SUMPRODUCT, dynamic arrays ✅ Interactive dashboards Excel, Google Sheets, Power BI, Looker Studio ✅ KPI dashboards with Pivot Tables, slicers, and dynamic charts ✅ Google Sheets automation with Apps Script and timed triggers ✅ Power Query data transformation, cleaning, and automation ✅ Data migration between Google Sheets and Excel ✅ Data cleaning, deduplication, and CSV restructuring for database upload 🛠️ 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 & 𝗧𝗼𝗼𝗹𝘀 ✔️ 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 𝟯𝟲𝟱: Excel · Power BI · Power Query · SharePoint · OneDrive ✔️ 𝗚𝗼𝗼𝗴𝗹𝗲 𝗪𝗼𝗿𝗸𝘀𝗽𝗮𝗰𝗲: Google Sheets · Apps Script · Looker Studio · Google Forms ✔️ 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹: IRR · NPV · DSCR · Cap Rate · DCF · Waterfall · Sensitivity Analysis ✔️ 𝗢𝘁𝗵𝗲𝗿: Airtable · MySQL · ChatGPT · Claude · Gemini 💯 𝗪𝗵𝘆 𝘀𝗵𝗼𝘂𝗹𝗱 𝘆𝗼𝘂 𝘄𝗼𝗿𝗸 𝘄𝗶𝘁𝗵 𝗺𝗲? ✔️ Finance background IFRS audit, FP&A, accounting. I understand P&L, cash flow, and balance sheet. Most Excel freelancers don't. ✔️ 100% Job Success Score on every single completed contract ✔️ Fast turnaround I respond within 30 minutes and deliver on time, every time ✔️ Clean, professional design that any non-technical user can navigate confidently ✔️ No jargon. No confusing tech-speak. Plain English explanations always included. ✔️ Long-term partnerships welcome I build systems you can own and maintain yourself 𝗖𝗼𝗺𝗺𝗼𝗻 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 𝗜 𝗔𝗻𝘀𝘄𝗲𝗿 𝗗𝗮𝗶𝗹𝘆 • Should you use Google Sheets or Microsoft Excel for your business? • How do I build an investor-ready financial model from scratch? • What is the difference between a 3-statement model and a cash flow forecast? • Should I use Power BI or Looker Studio for my reporting dashboard? • How do I clean and restructure messy data for a database upload? • Excel for Mac OS vs. Windows are there compatibility issues? Excel help | Excel Expert | Excel formula | Excel Dashboard | Google Sheets Expert | Google Sheets Automation | Google Apps Script | Financial Modeling | Real Estate Financial Modeling | Pro Forma | Startup Financial Model | SaaS Financial Model | Cash Flow | FP&A | Budget vs Actual | Power BI | Looker Studio | IRR | DSCR | DCF | Waterfall | Scenario Analysis | Break-Even | Three-Statement Model | KPI Dashboard | XLOOKUP | Financial Projection | Financial Analysis | IFRS | Data Visualization

Senior Virtual CFO and Financial Modeler with 23+ years of corporate finance expertise, helping US, Canadian, UK, and Australian founders scale profitably, raise capital, and maintain pristine accounting. Top Rated Plus with 313+ completed projects and 17,000+ billable hours on Upwork. I bridge the gap between day-to-day accounting compliance and high-level executive strategy. Whether you require retroactive ledger clean-ups, dynamic 3-statement financial models for investor fundraising, or ongoing fractional CFO oversight, I ensure your numbers tie out seamlessly while driving forward-looking profitability. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🎯 CORE VIRTUAL CFO & FINANCIAL SERVICES ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 1. Dynamic Financial Modeling & Valuation (150+ Models Built) • 3-Statement Architecture: Fully integrated Income Statement, Balance Sheet, and Cash Flow models tailored to operational constraints. • Fundables & Investor Readiness: Unit economics, burn rate, runway projections, and sensitivity analysis for SaaS, E-Commerce, and Startups prepping for Seed/Series A funding. • Valuation & M&A: FCFF/FCFE discounted cash flow valuations and feasibility studies. 2. Strategic Fractional CFO & Treasury Guidance • Cash Flow Optimization: Cash burn reduction, working capital restructuring, and liquidity preservation. • KPI Dashboards & Performance Tracking: Corporate variance analysis comparing actual monthly performance against targeted budgets. • Boardroom & Investor Support: Pitch deck financial backing, board packs, and investor Q&A prep. 3. Accounting Clean-Up & Monthly Recurring Close • Ledger Repair & Catch-Up: Diagnosing complex accounting errors, fixing broken charts of accounts, and reconciling multi-year historical backlogs. • Multi-Entity Reconciliations: High-volume bank, credit card, and payment processor (Stripe, PayPal, Shopify) reconciliations inside QuickBooks Online (QBO) and Xero. • Monthly Executive Close: Investor-ready monthly and year-end financial statements prepared under local compliance frameworks (US GAAP & IFRS). ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 📈 PLATFORM AUTHORITY & PROOF ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ • 23+ Years Corporate Finance Experience (16+ Years Dedicated Remote Consulting) • 313+ Completed Upwork Projects | 17,000+ Verified Billable Hours | Top Rated Plus Status • Global Jurisdiction Expertise: US, Canada (CRA compliance), UK, and Australia If you need an experienced financial partner to clean up your ledgers, build an investor-grade forecast, or guide your growth as a Fractional CFO, let’s connect. Click "Invite to Job" above to schedule a discovery call.

I'm a finance and accounting professional with 7+ years of experience helping businesses make better financial decisions through accurate bookkeeping, financial modelling, forecasting, and management reporting. # Financial Modelling & FP&A * 3-statement financial models * Financial forecasting & budgeting * Cash flow projections * Revenue & expense modelling * Break-even & scenario analysis * Business valuation support * Investment & project financial analysis * KPI dashboards and management reports # Bookkeeping & Accounting (QuickBooks Online) * QuickBooks Online setup & cleanup * Chart of Accounts design * Bank & credit card reconciliations * Accounts Payable & Accounts Receivable * Transaction categorization * Month-end & year-end closing * Financial statements (Profit & Loss, Balance Sheet, Cash Flow) * General ledger maintenance # Financial Reporting & Analysis * Monthly management accounts * Budget vs Actual analysis * Profitability analysis * Cash flow management * Variance analysis * Executive financial reporting * Business performance dashboards # Payroll & Compliance Support * Payroll processing support * W-2 & 1099 preparation support * Payroll reconciliations * Payroll journal entries * Expense tracking and documentation * Tax-ready financial records # Business Advisory * Financial process improvement * Internal controls * Cost reduction analysis * Financial planning * Decision support for business owners * Loan and investor-ready financial reports # Industries I Work With * Small businesses * Startups * Professional service firms * Medical & healthcare practices * Real estate businesses * E-commerce businesses * Consultants & freelancers # Why Work With Me? ✓ 7+ years of accounting and finance experience. ✓ MBA and MSc Finance with strong analytical and financial modelling expertise. ✓ Advanced Excel and QuickBooks Online. ✓ Accurate bookkeeping that produces reliable financial reports. ✓ Clear communication and timely delivery. ✓ Experienced supporting US and international businesses remotely. Whether you need clean books, a financial model for investors, cash flow forecasting, budgeting, or monthly financial reporting, I deliver accurate financial information that helps you make confident business decisions. Let's discuss how I can help your business achieve its financial goals.