Hire the Best Financial Projections Professionals

Chartered Management Accountant (CMA) & Public Finance Accountant (PFA) with 300+ completed projects, helping startups and established companies with Financial Modeling, Business Plans, Pitch Decks, Bookkeeping, M&A, Valuation, FP&A, and Financial Reporting. I work with startup founders, growing businesses, established companies, accounting firms, and PE/VC investors who need reliable financial analysis and decision-ready deliverables. My core services include: ◆ FINANCIAL MODELING & FP&A 3-statement financial models, 3–5 year forecasts, budgeting, cash flow forecasting, scenario and sensitivity analysis, unit economics, KPI dashboards, break-even analysis, and investor-ready financial projections. ◆ BUSINESS PLANS & PITCH DECKS Investor-ready business plans, feasibility studies, market and financial analysis, fundraising materials, pitch decks, financial narratives, and investor presentations. ◆ BOOKKEEPING, ACCOUNTING & TAX SUPPORT Bookkeeping cleanup, reconciliations, financial reporting, management accounts, P&L and balance sheet analysis, cash flow reporting, tax workpapers, supporting schedules, and tax-ready financial information. ◆ M&A, VALUATION & DUE DILIGENCE DCF valuation, comparable-company analysis, precedent transactions, M&A financial modeling, acquisition analysis, ownership succession, exit planning, cap tables, scenario analysis, due diligence, and transaction support. Selected experience includes: • M&A financial analysis for a U.S. law firm supporting ownership succession and exit-planning engagements • SaaS business valuation for Series A financing using multiple valuation approaches • Hardware + SaaS financial modeling covering revenue, cash flow, unit economics, scenarios, EBITDA, and dashboards • Investor-ready business plans, pitch decks, and financial projections • Feasibility and investment studies across multiple sectors • Bookkeeping cleanup and management financial reporting Industry experience includes SaaS, AI, Fintech, E-commerce, FMCG, Construction, Hospitality, Energy, and Professional Services. What clients value in my work: ✓ Clear and transparent financial models ✓ Strong Excel and financial analysis skills ✓ Investor-ready deliverables ✓ Detail-oriented execution ✓ Responsive communication ✓ Ability to translate complex financial information into practical business decisions Whether you need a startup financial model, business plan, investor pitch deck, bookkeeping support, business valuation, M&A analysis, or ongoing FP&A support, I can help turn your financial information into clear, actionable insights and decision-ready deliverables.

Find your startup's voice. Turn strategy into growth that compounds. I build go-to-market strategy for founders and growth-stage companies who are past guessing and ready for an outside, evidence-based read on what's actually working and what isn't. What I bring that most freelancers can't: - I currently lead go-to-market strategy for a $12B company, so I know how to build GTM playbooks, positioning, and content that actually move a business from stalled to scaling. - I've been a founder 3x, so I've lived the difference between GTM advice that sounds smart and GTM advice that survives contact with a real sales cycle. - I've also been a C-suite banker and led due diligence for one of the largest angel syndicates in the US. So when your GTM story needs to hold up in front of capital, I know exactly what that audience is testing for. What I deliver: Go-to-Market Strategy - Multi-dimension GTM audits: ICP clarity, positioning, competitive landscape, sales motion, pricing, content presence - Actionable, prioritized playbooks, not frameworks you have to translate yourself - Pricing strategy grounded in the value you actually deliver, not competitor benchmarking alone - Sales motion and channel diagnosis: why deals stall, why the pipeline doesn't convert - Social media and newsletter content strategy that builds a real audience, not occasional posts Documentation (when GTM clarity needs to become a fundable story) - Investor pitch decks and executive summaries that lead with what capital allocators actually care about - Lender-ready business plans and SBA 7(a)/504 packaging for founders raising debt capital - Financial projections built to hold up under scrutiny Who I work with: - Founders and growth-stage companies whose revenue is real but whose growth doesn't feel predictable - Teams who suspect something specific is broken (ICP, pricing, positioning) and want it confirmed or challenged, not guessed at again - Founders who eventually need that GTM clarity translated into fundraising materials, once the strategy itself is right Why clients come back: I work fast, I think at the executive level, and I don't pad engagements. You get a specific answer to a specific problem and if that problem turns out to be about raising capital, I can take the same clear thinking straight into the documents that need to carry it. If you're looking to fix what's actually broken in your growth, not just get another framework — let's talk.

+15 years of experience in financial modelling, M&A, valuations, business planning, financial due diligence, funding sourcing and pitch presentation. Former Deloitte Senior Manager (M&A and corporate finance division) and entrepreneur and business founder. My professional path: ✅Helped more than 300 clients ✅Advised on more than USD 1 billion deals ✅Performed more than 200 valuations and financial models ✅Jobs ranging from SME to large international groups ✅Was FP&A top director of a major healthcare group ✅I am an entrepreneur and business founder (I know your struggles!) Project's portfolio: ✅Financial modelling ✅Valuations (enterprise & assets) ✅Business plans & feasibility studies ✅M&A (both buy and sell side) ✅Confidential information memorandum (CIM) ✅Financial due diligence ✅Independent business reviews (IBR) & reestructuring ✅Fractional CFO ✅FP&A advisory ⚡I am 100% committed with client satisfaction and in bringing value to you. ⏩ Want to take your business to the next level? Message me to get started!

I'm not looking for a quick gig. I'm looking for a business I can grow with, somewhere I can come in, own the numbers, and still be adding value four or five years from now. If that's what you're looking for too, keep reading. I'm Joshua, a finance and accounting professional with 7+ years of experience. I hold an ACCA qualification, an MBA, an MSc in Finance, and certifications in Financial Modelling (FMVA) and Data Analytics (BIDA). That combination means I can do more than keep your books clean. I can help you understand what the numbers are telling you and make better business decisions because of it. I've worked with small businesses, startups, healthcare practices, service firms, and real estate businesses across the US and internationally. I'm comfortable owning the full finance and accounting function and where needed, stepping into business analysis, management reporting, or operational support as the role demands. What I Can Own For You + Bookkeeping & Accounting - QuickBooks Online setup, cleanup, and ongoing management - Chart of Accounts design - Bank and credit card reconciliations - Accounts Payable and Accounts Receivable - Month-end and year-end close - Financial statements — P&L, Balance Sheet, Cash Flow + Financial Modelling & FP&A - 3-statement financial models - Cash flow forecasting and budgeting - Revenue and expense modelling - Break-even and scenario analysis - Budget vs Actual reporting - KPI dashboards and management reports + Business & Data Analysis - Profitability and variance analysis - Business valuation support - Investment and project financial analysis - Cost reduction analysis - Loan-ready and investor-ready financial reports - Decision support for business owners + Payroll & Compliance Support - Payroll processing support - W-2 and 1099 preparation support - Payroll reconciliations and journal entries - Tax-ready financial records + Industries - Small businesses · Startups · Professional services · Healthcare & medical practices · Real estate · E-commerce · Consultants & freelancers + What Long-Term Looks Like With Me - Most clients come to me because something isn't working, books are behind, reports don't make sense, or there's no real financial structure in place. I come in, fix it properly, and then I stay. Over time I become the person who knows your numbers better than anyone. I flag things before they become problems. I build the reports your team actually uses. I grow into the role as the business grows. I'm available for ongoing retainer arrangements. If you need consistent monthly support, structured packages start from $700/month covering bookkeeping, reporting, or a combination of both and we can build from there as the scope grows. If you're building something and you need a finance person who will genuinely invest in it with you, let's talk.

Hello! I am a CFA Charterholder and highly experienced former investment banker with 14 years of track record in finance, specializing in financial modeling, financial management, project finance and debt capital markets. Throughout my career, I have advised C-suite executives on key issues, including debt/equity fundraising, mergers & acquisitions, deal structuring and loan underwriting, financial management and investor relationship, etc. My primary sector expertise includes Retail, Real Estate, Renewable Energy, SaaS, and Manufacturing. Prior to consulting on Upwork, I served as a VP at a top investment bank in my country and as an Associate Banker covering renewable energy project finance loans at the European Bank for Reconstruction and Development (EBRD). I started my career as a financial auditor at KPMG. Detailed breakdown of my services: ➡️ CFO Services: FP&A (budgeting, KPI dashboards, unit economics); Cash Flow Optimization (liquidity forecasting, burn rate management), and Financial Strategy (growth plans, capital allocation, and scenario testing). ➡️ Real Estate: Financial models for the acquisition, development, and construction of multifamily, commercial, and mixed-use projects. These models support both equity investment decisions and debt underwriting. ➡️ Project Finance: Complex modeling for the construction, financing, and operation of renewable energy projects (Solar, Wind, BESS, and Hydro). Models include multiple operating and financing scenarios to support fundraising. ➡️ Company Valuation: Accurate estimation of enterprise and equity values using various methods, including Discounted Cash Flow (DCF), publicly traded comparables, and precedent transactions. ➡️ Private Equity: Leveraged Buyout (LBO) models used by PE firms to evaluate acquisitions, or by sell-side management teams to estimate the maximum price a PE firm would be willing to pay. ➡️ M&A Analysis: Modeling for M&A transaction evaluation. This includes consolidating financial statements, analyzing capital structure scenarios, and performing accretion/dilution analysis. You can find examples of my work in the portfolio section below.

Good financial information should do more than keep the books accurate. It should help business owners understand where they stand, what is driving performance, and what to expect next. I’m an Accountant with 4+ years of experience supporting entrepreneurs and growing businesses with accounting, financial reporting, tax compliance, and day-to-day financial operations. Alongside my accounting background, I have been developing my skills in financial analysis, budgeting, forecasting, and financial modeling through the FMVA® program and hands-on financial modeling practice. My goal is to combine strong accounting fundamentals with forward-looking financial analysis to help business owners better understand their numbers and make more informed decisions. ACCOUNTING & FINANCIAL REPORTING My experience includes: • Full-cycle accounting • Month-end and year-end closing • Financial statement preparation and review • Management reporting • Bank, credit card, AP and AR reconciliations • QuickBooks Online management and cleanup • Payroll accounting and remittances • Sales tax preparation and compliance • Accounts receivable and cash flow monitoring FINANCIAL ANALYSIS & MODELING I can also support projects involving: • Budgeting and forecasting • Cash flow forecasting • Financial statement analysis • Variance analysis • Profitability and margin analysis • Scenario and sensitivity analysis • Excel-based financial models • KPI and management reporting I’m particularly interested in projects where accounting data needs to be turned into clearer financial insights, forecasts, or decision-support models. CERTIFICATIONS & TOOLS • Financial Modeling & Valuation Analyst (FMVA®) • QuickBooks Online Advanced ProAdvisor • CPA Trainee — Tunisia • Excel & Financial Modeling • QuickBooks Online • Dext • TaxCycle WHO I WORK WITH I work with: • Entrepreneurs and business owners • Startups and growing companies • Small and mid-sized businesses • CPA and accounting firms • Businesses needing accounting and financial reporting support • Founders looking for budgeting, forecasting, or financial analysis support I’m comfortable working remotely with international teams. If you need someone with a strong accounting foundation who can also support financial analysis, forecasting, and modeling projects, I’d be happy to discuss your needs.