The Best Financial Projections Freelancers For Hire In Canada

Check out Financial Projections Freelancers in Canada with the skills you need for your next job.

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$75 hourly
- 5.0/5
- (47 jobs)
As an experienced Investment Analyst with a robust background in financial markets, I specialize in conducting comprehensive financial analyses, performing detailed business valuations, and developing compelling pitch decks. My expertise extends to financial modeling and crafting insightful research reports.

Financial Projections
Newsletter Writing
Equity Research
Microsoft Excel
Financial Projection
Financial Analysis
Valuation
Financial Modeling
Investment Strategy
Investment Research
Writing
Report Writing
Blog Writing
Content Writing
Article Writing
Financial Writing
$50 hourly
- 5.0/5
- (5 jobs)
Hi! I'm a financial analyst with experience in financial modeling, forecasting, content writing, and financial presentations. I'm result-oriented, committed, enthusiastic and driven about my work. Whatever your needs are in the area of finance, let's chat. * Modeling Experience: 3 statement financial models, DCFs, Trading/Transaction Comps * Content Writing Experience: Research Reports, Blog Posts, PowerPoint presentations, Pitch Decks * Product Knowledge: Stocks, Bonds, Options, Derivatives, Crypto, Tech, Startups * 5 years of Banking & Capital Markets experience My finance expertise spans capital markets and the venture funding space.

Financial Projections
Pitchbook
Finance & Accounting
Business Intelligence
Forecasting
Financial Projection
PPTX
Financial Modeling
Presentations
Financial Report
Microsoft Excel
Financial Analysis
Financial Writing
$100 hourly
- 4.9/5
- (67 jobs)
As a go-to expert for startups, SMBs, investment management firms, and consulting firms, I offer a wide range of services, including: - Pitch decks - Business plans - Financial models - LinkedIn Thought Leadership - Real estate underwriting models - Business analysis - Offerings memorandums - Market research - Marketing strategy - Financial content writing I also specialize in immigration business plans and pitch decks for United States, Canada and UK, including E-2 for US applications as well as Owner/Operator LMIA, BC and Ontario PNP and Start-up Visa for Canada, and UK's Founders Visa. have also worked in Risk & Compliance advisory, working with large Canadian banks on EDD reviews of High Risk Customers, PEP, as well as compliance audits. Let me help you navigate the financial landscape and achieve your business goals. Contact me today to learn more.

Financial Projections
Anti-Money Laundering
Immigration Business Plan
Business Report
Financial Planning
Industry Research
Microsoft Excel
Equity Research
Financial Reporting
Investment Research
Financial Analysis
Pitch Deck
Business Plan
Financial Projection
Company Research
Report Writing
$40 hourly
- 5.0/5
- (40 jobs)
Are you looking for a seasoned financial modeling and business valuation expert? If yes, then you have come to the right place. I am a Chartered Accountant (CPA) with Big 4 experience and over 7 years of industry experience in financial modeling and analysis. I am also among the top-ranking financial modeling freelancers on Upwork, with a Job Success Score of 100%. I am an Excel expert as well. I can help you with: 💡 Financial Modeling: I can create robust and dynamic financial models for business valuation, financial statements, projections, forecasting, and investor decks. I have built financial models for startups and established companies across various industries such as SaaS, eCommerce, hospitality, farming, health care, eLearning, real estate, fintech, beauty, mining, manufacturing, food, retail, IT, and others. Types of Financial Modeling I've built include: 💡 Financial Modeling for Startups (SaaS, e-commerce, web3, retail sectors). 💡 Sales Forecasting financial modeling for Inventory management. 💡 Budgeting financial modeling. 💡 Real-estate financial Modeling. 💡 3-statement (P&L, balance sheet, and cash flow) financial modeling. 💡 Equity waterfalls (GP/LP, promotes, splits) and debt structures (senior and mezzanine debt). 💡 Merger and LBO financial modeling. 📝 Business Plan and Investor Deck: I can create a comprehensive and customized business plan and investor deck for your startup or existing business. I can conduct market research, competitor analysis, SWOT analysis, and risk assessment. I can also craft a compelling executive summary, mission statement, value proposition, and marketing strategy for business plan and investor deck. 💰 Financial Analysis: I can analyze and present financial data using advanced Excel skills, such as Power Query, V-lookups, and pivot tables. I can also create Excel automation and dashboards to help you monitor and improve your business performance. 👨‍💼 Virtual CFO Services: I can provide you with strategic guidance and advice on how to achieve your financial goals and grow your business. I can also offer business intelligence reporting, outsourced finance department, and offshore accounting services. If you believe my skills are a good match for your project or need further information about my capabilities, please don't hesitate to contact me.

Financial Projections
Business Proposal Writing
Business Writing
Investment Research
Business Analysis
Business Plan
Startup Consulting
Business Proposal
Financial Modeling
Business Valuation
Financial Analysis
Financial Projection
Microsoft Excel
$50 hourly
- 5.0/5
- (28 jobs)
I am a finance and accounting professional with over 7 years of industry experience, who excels in financial modelling, financial planning & analysis, company valuation, financial statement analysis, and more. I take immense pride in helping clients achieve their financial goals and I have experience working with businesses in many different industries. Here's what I will bring to your project: -Robust, professionally presented financial models with a focus on accuracy -Extensive experience analyzing large data sets and deriving actionable recommendations -Responsiveness and reliable communication -Commitment to making the necessary revisions to my work, ensuring you are 100% satisfied with the final product. Please don’t hesitate to reach out so we can schedule an introductory call where I can learn more about your needs. Regards, Connor F., CFA, CPA

Financial Projections
Finance & Accounting
Data Analysis
Chartered Financial Analyst
Venture Capital
Venture Capital Consulting
Valuation
Private Equity
Company Valuation
Financial Modeling
Mergers & Acquisitions
Capital Markets
Acquisitions
Investment Banking
Financial Projection
Microsoft Excel
$97 hourly
- 5.0/5
- (42 jobs)
🌟FINANCIAL CLARITY 🌟 SUSTAINABLE GROWTH 🌟 OPERATIONAL EFFICIENCY 🌟M&A DUE DILIGENCE 🌟 FUNDRAISING🌟HIGHLY RECOMMENDED A+++ 🏆 I am a result-driven fractional CFO with significant financial and operational experience across multiple industries. My experience as CFO covers companies from $1MM to $60MM in annual revenue in various stages of their life cycle. Here's how I can assist you 👇 ✅ Strategically allocate resources to maximize GROWTH and PROFITABILITY. ✅ Boost your REVENUE and CASH FLOW cycles. ✅ Develop FINANCIAL INFRASTRUCTURE and PROCESSES (SOPs) to streamline daily operations. ✅ Craft a customized FINANCIAL PLAN that provides clear insights into business performance over the next 12-36 months. ✅ Provide METRICS (KPIs) to identify opportunities and issues in partnership with your leadership team. ✅ Construct a dynamic FINANCIAL MODEL to simplify your forecasting and planning, turning numbers into actionable insights. ✅ IDENTIFY potential COSTLY MISTAKES and guide you in avoiding them. ✅ FUNDRAISE, secure FINANCING, and expertly negotiate BUSINESS LOANS. ✅ Elevate your COMPANY’S VALUE to ATTRACT investors and buyers eager to pay larger multiples for your business. ✅ Offer EXIT PLANNING and management services to ensure a strong LONG-TERM STRATEGY. ✅ Attract, develop, and empower fresh talent for your FINANCE TEAM! Ready to take your business to the next level? Let's connect and discuss how I can support you in reaching your financial goals!

Financial Projections
Corporate Finance
Financial Management
Financial Projection
Management Accounting
Forecasting
GAAP
Financial Consulting
Business Planning & Strategy
Cash Flow Modeling
Financial Analysis & Valuation
Strategic Planning
Strategy
Financial Statements Preparation
KPI Metric Development
Financial Modeling
$70 hourly
- 5.0/5
- (32 jobs)
I have over 20 years experience as a business and financial consultant with a wide range of skills in bookkeeping, personal financial planning, tax, business start up and business planning, commercial mortgages, financial modelling, real estate investing, financial software design and development. I am a Certified Bookkeeper, and for over 15 years I have provided bookkeeping on a freelance basis for all types of small businesses such as restaurants, general contractors, self employed individuals/trades people, software companies, real estate companies, investment companies etc. I have also worked as a licensed commercial mortgage agent originating and underwriting loans for hotels, apartment buildings, office buildings, shopping centers and construction projects in the U.S., Canada and the Caribbean. In addition, I have written loan packages for presentation to lenders and created pitch decks and offering memorandums for raising capital from investors. I have also been involved in raising capital for development projects using syndicate mortgages and limited partnership structures. I have strong experience in financial modelling and analysis for real estate investments using MS Excel. I have created many financial proforma’s, discounted cash flow valuations, budgets, JV investor payouts and waterfalls along with the requisite graphs, financial ratios and statistics. Property types would include hotels, multi-family, retail, office self storage, and ground up construction projects. Lastly, for over thirteen years I was a licensed Investment Advisor and worked in the areas of financial planning, portfolio management and investing in stocks, bonds, ETF's and mutual funds. At the same time I also developed financial software programs for use by my industry peers. Please look at my Profile/Portfolio and education profile to learn more.

Financial Projections
Personal Finance
Finance
Personal Finance & Wealth Management
Discounted Cash Flow
Forensic Accounting
Financial Modeling
Portfolio Management
Financial Planning
Financial Analysis
Financial Software
Real Estate Financial Modeling
Financial Projection
Microsoft Excel
Bookkeeping
Intuit QuickBooks
$150 hourly
- 5.0/5
- (9 jobs)
Are you ready to put your company’s finances on auto-pilot and focus on scaling? I’m a fractional CFO with a proven track record of growing subscription-based and professional services companies. With deep expertise in financial strategy and operations, I help founders achieve financial clarity, stability, and scalability. 🌟 My clients trust me to deliver real, measurable results: ● "Felix guided us to a $15M raise, with rock-solid financials that left investors confident." ● "Thanks to Felix’s financial oversight, we’ve had our best year yet – all while keeping our finances on autopilot." ● "Felix is the financial backbone of our company, helping us scale sustainably and profitably." ⚡ I work with businesses that want: ● Effortless cash flow management and forecasting ● Investor-grade financials that secure funding fast ● Long-term scalability with financial systems that run themselves ● Expert CFO guidance tailored to subscription-based and professional services industries ● AI-driven tools that optimize cash flow management and financial forecasting ● Financial management for remote teams and global operations to ensure seamless scalability 🦄 Clients I work with: Founders and leadership teams in SaaS, Fintech, Edtech, and other subscription models Professional service firms focused on recurring revenue growth (I don’t work with eCommerce companies) By partnering with me, you will: ★ Remove the guesswork from cash flow management with seamless, automated financial processes ★ Prepare investor-ready financial models and forecasts that lead to raises of up to $15M ★ Focus on growth, knowing that your financial systems are built to scale with your business ★ Leverage AI and automation to streamline financial operations and maximize efficiency ★ Implement resilient strategies that withstand economic uncertainty and protect your business during market downturns Here’s what clients are saying: ✅ "We raised $10M thanks to Felix’s bulletproof financial forecasts." ✅ "With Felix managing our finances, we’re always ahead of the curve." ✅ "He’s been instrumental in helping us secure funding while maintaining a healthy cash flow." However, I’m selective about who I work with. I don’t partner with: ✗ Businesses without clear financial discipline or transparency ✗ Companies that aren’t subscription-based or in professional services ✗ E-commerce companies 🔢 Key Stats: ● Over $15M raised with my financial strategies ● 500+ financial plans and cash flow strategies built ● Deep expertise in SaaS, Fintech, Edtech, and Professional Services

Financial Projections
Fundraising
Management Accounting
Financial Planning
Cash Flow Modeling
Financial Modeling
CPA
Cost Accounting
Financial Projection
Cash Flow Analysis
Financial Report
$50 hourly
- 5.0/5
- (33 jobs)
Experienced Real Estate Financial Analyst with a track record of underwriting $6+ billion in real estate transactions. As a full service real estate analyst, I can help you with all your underwriting, investment analysis, financial modelling, pitch decks, due diligence and market research needs. Qualifications: - CFA (Chartered Financial Analyst) - MBA, University of Toronto, Canada Over the last 10 years, I have worked with some of the top tier North American real estate investment firms and developers, analyzing and underwriting commercial and residential real estate across the US and Canada. My focus has been on underwriting deals ranging from $2 million to $500 million, and I have developed comprehensive financial models, offering memos, pitch decks and investor reports. Experienced in real estate assets of all types, I am currently a lead on underwriting new developments and value add projects across the US and Canada. My responsibilities include: • Building financial models and underwriting deals • Creating and designing professional pitch decks and offering memorandums • Conducting thorough investment analysis, due diligence and market research • Determining optimal deal structure and capital stack • Managing post-closing asset management (project tracking, budget variances, running KPIs) • Investor reporting and asset disposition, including calculating multi-tier return waterfalls (IRR, ROI, CoC, EM, etc.) • Experienced in ARGUS, RealPage, CoStar, Quickbooks and other real estate platforms Proficient in underwriting residential and commercial real estate projects of all types: -Multifamily -New development -Value-add acquisitions -Purpose built rental -Condos -Apartments -Single family -Land Assembly -Multi phased projects -Offices -Industrial -Retail Comprehensive Financial Models will include: -Project Specific Inputs/Assumptions -Cashflow Projections/Forecast -Project Budget -Financing/Debt Assumptions -Complete Debt Schedule -Asset Valuation -Project Returns (IRRs, ROI, Equity Multiple, etc.) -Investor Partnership Return Distribution Waterfall (LP/GP structures, Preferred Returns, etc.) -Sensitivity Analysis -Key Metrics/Ratios Analysis (e.g. IRR, DSCR, Debt Yield, Equity Multiple, etc.) Financial Model | Financial Modelling | Investment Analysis | Due Diligence | Underwriter | Real Estate Analyst | Investment Analyst | Feasibility Study | Pro Forma | Cashflow | Market Research | Market Analysis | Pitch Deck | Offering Memorandum | Offering Memo | Private Placement Memo | PPM | Asset Management | Investor Reporting | Accounting | Bookkeeping |

Financial Projections
Real Estate Investment Assistance
Real Estate Financial Modeling
Chartered Financial Analyst
Underwriting
Financial Modeling
Financial Projection
Financial Analysis
Microsoft Excel
$80 hourly
- 5.0/5
- (3 jobs)
I have more than 5+ years of experience working in equity research and investment banking at leading investment banks. I have a very high proficiency in financial modeling and investment analysis. I can build financial models and conduct investment analysis across various industries ranging from SAAS, e-commerce, retail, hospitality, mining, oil & gas and real-estate. Having completed my masters in data analytics, I also augment my finance knowledge with newer analytics tools such as tableau, SQL and python to conduct investment analysis

Financial Projections
Financial Projection
Company Valuation
Business Analysis
Business Modeling
Financial Analysis
Portfolio Management
Investment Banking
Investment Research
Financial Modeling
Microsoft Excel
$70 hourly
- 5.0/5
- (12 jobs)
I have 6+ years of experience in •⠀Financial Modeling, Projections and Cash flow modeling •⠀Company valuation •⠀Secondary Market research across industries •⠀Advisory reports and presentations I can prepare complex cashflow models with macros which is easy to use & interpret by even a non-finance background person. I have worked with Royal Bank of Canada, Toronto and SBI Capital Markets, Mumbai and have built numerous financial models for debt and equity financing.

Financial Projections
Business Plan
Valuation
Accounting Principles & Practices
Forecasting
Venture Capital Consulting
Business Writing
Business Modeling
Microsoft Excel
Financial Projection
Spreadsheet Software
Financial Analysis
Financial Modeling
Data Analysis
Presentations
$125 hourly
- 5.0/5
- (28 jobs)
I am an entrepreneur with a passion for helping start ups and growth companies. I have over 25 years experience in writing business plans, developing pitch decks and raising capital. My experience is a unique blend of finance and marketing strategy. I have a solid consulting services background and have worked extensively in technology including Saas, software, AI, and other rapid growth sectors such as renewable energy, cannabis, esports, healthcare and more. I have also worked for large corporations in senior finance roles including CFO and have raised over $30 million in capital for my clients and my own companies. If you are looking for reliable help with any of your business challenges -- from financial forecasting to market research or business plan development and pitch decks -- you have come to the right profile. Let's talk! Michele

Financial Projections
Startup Consulting
Pro Forma Statement
Capital Markets
Financial Modeling
Financial Presentation
Budget Management
Financial Analysis
Financial Projection
Pitchbook
Business Plan
Cash Flow Modeling
Business Planning & Strategy
$125 hourly
- 5.0/5
- (1 job)
Hello, I am a seasoned finance professional with experience in investment banking and investing. I provide businesses with the financial expertise they need to thrive, leveraging my skills in financial modeling, business valuation, strategic financial advice, financial analysis, and value creation. With my background as an ex Citigroup investment banker and currently investing in companies for the second largest pension fund in Canada, I bring a wealth of experience to the table. In addition to my 8 years of experience covering the financial hubs of London and New York, I have a Master's Degree in Finance from HEC Paris. What fuels my work every day is the drive to help businesses identify and capitalize on growth potential. I take pride in having assisted 20+ businesses in raising capital and executing strategic acquisitions and investments. A noteworthy accomplishment was guiding a family-owned services business through a strategy overhaul, resulting in them doubling in size and expanding into new countries - a testament to my dedication to my clients' success. Whether you're a large corporation or a smaller, agile startup, my mission is to help you not only solve your current financial challenges but also uncover new opportunities for growth and success. My clients value my rigorous work ethic, problem-solving mindset, clear communication style, and commitment to delivering high-quality work. If you need strategic advice to grow your business, or require expert financial analysis to explore new opportunities, I invite you to reach out to me. Together, we can work towards making your business thrive even more financially.

Financial Projections
Investment Banking
Strategy
Business Valuation
Fundraising
Cash Flow Analysis
Budgeting & Forecasting Software
Due Diligence
Financial Analysis
Financial Projection
Financial Modeling
$190 hourly
- 5.0/5
- (2 jobs)
I have 15+ years of experience in Finance and Operations in startups, specialized in all back-office financial and operational strategy and implementation. I worked as CFO/COO role in 7 startups so far. - Growth plan and strategy - Budgeting/Forecasting/Financial Modelling - Operational strategy and implementation of new process - Quickbooks/NetSuite implementation - Setup of accounting/operations process and team

Financial Projections
Startup Pitchbook
Lean Startup
Operational Planning
Financial Analysis
Budget Management
Financial Management
Finance & Accounting
Operations Analytics
Startup Consulting
Startup Company
Financial Projection
Financial Modeling
Financial Planning
$75 hourly
- 5.0/5
- (0 jobs)
I help businesses achieve their strategic goals and drive growth. With experience in mergers & acquisitions, I offer a comprehensive suite of services including financial analysis, modeling, valuation, projections, and negotiation. How I Can Help: Strategic Insight: Providing actionable insights that align with your business goals. Financial Analysis: Conducting detailed financial analysis to support decision-making. Financial Modeling: Developing robust financial models for planning and forecasting. Valuation: Performing thorough valuations to guide investment decisions. Projections & Forecasting: Creating detailed financial projections to support decision-making and secure funding. Negotiation Skills: Skilled in negotiating deals that maximize value and minimize risk. If you're seeking a finance and strategy partner who can provide expert guidance and support, let's connect and explore how I can contribute to your business' success.

Financial Projections
Venture Capital
Microsoft Excel
Management Consulting
Financial Presentation
Private Equity
Financial Consulting
Business Consulting
Due Diligence
Acquisitions
Mergers & Acquisitions
Financial Projection
Financial Modeling
Financial Analysis & Valuation
Financial Analysis
$165 hourly
- 4.9/5
- (238 jobs)
Hello. Are you launching a startup? Looking to propel your company's growth? With 25+ years in investment banking, venture capital, and startup finance, I've worked with hundreds of startups and early-stage companies. My toolkit? Developing powerful and effective financial models, pitch decks, business plans, and coaching. But it's not just about creating the right tools. It's about deploying them with precision. That’s where I can assist you even more. I will help you understand investors and the fundraising process, ensuring your venture is not just another pitch but one where investors stand up and take notice through a clear, concise, and defensible strategy. Spotting what investors crave and catching potential deal-breakers is my forte. Think of me as your fundraising strategist – understanding the investor psyche, anticipating their questions, and setting you apart. My journey spans co-founding a venture capital firm, leading an investment banking firm, and igniting the growth of hundreds of startup and early-stage companies across several different industries. I have lived the entrepreneur life, been the bridge between startups and capital giants, and navigated the intricate waters of private equity. What excites me? The spark of potential. The thrill of turning a vision into a funded reality and working side-by-side with founders like you, creating strategies that resonate and results that exceed expectations. Let's have a chat! Dive into your aspirations, challenges, and goals. Together, we can make your journey to growth and success unforgettable. Ready to elevate your company? Drop me a message. Let's talk. Cheers, Kim

Financial Projections
Financial Projection
Investor Overview
Strategy
Venture Capital Consulting
Financial Writing
Corporate Finance
Business Plan
Business Coaching
Management Consulting
Presentations
Startup Consulting
Financial Modeling
$100 hourly
- 4.9/5
- (54 jobs)
Looking for a WELL-ROUNDED business consultant who has done the following? ⚡︎Founders/operators secure investment fundraising and SCALE to MULTI-MILLION dollar businesses ⚡︎Investors vet tons of business ideas based on market trends 🔎 Starting a business or figuring out how to scale to the next level takes dedication, hard work and resilience. Let me help ALLEVIATE some of the burden so can focus on your business. Allow me to do what I do best and assist you with identifying new OPPORTUNITIES and simplifying DECISION MAKING. Expertise: ✅ Strategic Advisory & Valuations ✅ Financial Planning & Analysis (budgeting & forecasting) ✅ Customer Cohort Analysis and Churn Segmentation ✅ Pricing Strategy ✅ Market Sizing and Research ✅ Industries: SaaS, EdTech, Mobile/Online Gaming, Telecom, E-Commerce, Retail, Consumer ✅ Clients span across the GLOBE: North America, Middle East, Europe and Asia Select Client Testimonials: ★Always a pleasure working with Brandon - punctual deadlines, clear communication and quality end product ★Brandon did a fantastic job at creating a financial model for our start up. He not only followed our instructions but also gave us constructive feed back on what should be improved and points that we should look out for. We will definitely be re-hiring Brandon in the near future as he is fast, reliable and creates high quality work. Notable Achievements: ★ Built robust financial models that helped start-ups across the globe raise both seed and Series A fundraising rounds ★ Supported a small private investment fund with their first acquisition of a $15m tech company ★ Launched a new and disruptive pricing strategy that reshaped the Canadian wireless market

Financial Projections
Cash Flow Modeling
Financial Modeling
Startup Consulting
Business Plan
Business Consulting
Chartered Financial Analyst
Financial Consulting
SaaS
Financial Analysis
Pitchbook
Financial Projection
Budget Management
Cash Flow Analysis
$75 hourly
- 4.8/5
- (27 jobs)
Are you a founder aiming to raise capital without the usual struggles or burnout? We exclusively work with ELITE 1% of founders to secure $1M-$100M in funding through a Done-For-You fundraising solution that takes the guesswork out of the process. With over 40 years of team experience experience and a proven track record of helping startups raise over $400M, we specialize in creating investor-ready pitch decks, detailed financial models, and crafting fundraising stories that speak directly to what investors are looking for. Then, by leveraging our extensive network of venture capital and investment banking partners, we will help you connect with investors who are truly interested in your business. What makes my approach different? ✅ Tailored Fundraising Strategy: Your story, aligned with investor expectations, backed by insights from my years in venture capital, M&A, and investment banking. ✅ Investor-Grade Materials: High-quality pitch decks and financial models that inspire confidence and clearly demonstrate your business potential. ✅ Exclusive Investor Network: Get connected to capital partners who are actively looking to invest in innovative companies like yours. ✅End-to-End Fundraising Support: From building a compelling narrative to investor outreach and deal negotiation, I guide you through the entire fundraising journey. ✅Pitch Coaching & Investor Relations: Refine your pitch with personalized coaching, and nurture relationships that convert into real funding. Whether you're a pre-seed founder navigating your first raise or a scaling business looking to grow, we are here to help you secure the capital you need. Ready to raise capital without the stress? Let’s schedule a call to discuss how I can support your fundraising journey and connect you with the right investors.

Financial Projections
Pitchbook
Fundraising
Business Plan
Strategic Plan
Financial Modeling
Sales Presentation
Financial Management
Startup Consulting
Business Consulting
Strategy
Financial Planning
Financial Analysis
Financial Projection
$25 hourly
- 5.0/5
- (2 jobs)
Finance Fractional CFO services l Finance Leader l FP&A Lead l Automation l Business Process Reengineering | Ex Unilever, Ex Walmart, Ex Ernst & Young. I am a Seasoned Finance Leader with 10+ years of diverse experience in retail and manufacturing companies with big names in the industry like Walmart, Unilever and Ernst and Young within and outside Canada. I'm a CPA by profession and have completed my certification from Canada and Pakistan. Below are my core expertise that I can help my clients with: CFO Services Financial Modeling & Projections Financial Due Diligence Budgeting & Forecasting Financial & Ratio Analysis Business Valuation (DCF, NPV, IRR) Presentation & Pitch Deck Crafting Process Automation and Reengineering Change Management Financial Consulting Internal Controls and Compliances. In addition to the above, my expertise also include: Accounting & Bookkeeping Financial Analysis & Reporting Dashboard Design Advanced Excel & PowerPoint Proficiency Financial statements Preparation and Analysis Ratio analysis Trend analysis Performance metrics Key performance indicators (KPIs) Profit and loss analysis (P&L) Balance sheet analysis Cash flow analysis Variance analysis I have deep rooted understanding of how corporate finance works in well established corporation and have implemented the same processes and strategies in small startups. Hope we can establish a sustainable working relationship. Regards

Financial Projections
Analytical Presentation
Financial Accounting
Financial Statement
Management Consulting
Management Accounting
Business Plan
Company Valuation
Forecasting
Budget Proposal
Financial Projection
Financial Consulting
Corporate Finance
Financial Analysis & Valuation
Financial Analysis
Financial Modeling
$29 hourly
- 5.0/5
- (6 jobs)
I am a certified business plan writer and marketing consultant with over 8 years of experience. Over the years, I have worked with several individuals and organizations; helping them build their businesses, improve sales, win new clients, and grow their brands. I have helped many startup and existing businesses prepared fantastic business plans which have helped them develop their business to a global standard. Similarly, I have helped many organizations including NGO's secure funding, partners, and investors. I have help non-profit organizations identify grant opportunities and guide them in the submission process. I hold a B. A in Business Management and Administration, B.SC in Statistics, and M.BA (in view) in Business Administration. In addition to writing excellent business documents, I can also write unique and top-quality SEO articles, emails and sales copies. I am willing to work with individuals, SME's, startups and existing organizations build their brands, create excellent business documents and help them reach their business goals. I look forward to working with you.

Financial Projections
Startup Consulting
Proposal Writing
Financial Projection
Business Analysis
Business Proposal Writing
Mission Statement
Request for Proposal
Executive Summary
Project Proposal
Grant Writing
Letter of Intent
Business Plan
Grant Research & Prospect List
$35 hourly
- 0.0/5
- (0 jobs)
📊 Financial Analyst | SaaS Businesses | Custom 5-Year Financial Models Are you a SaaS business looking to scale, optimize your financial strategy, or secure funding? I’m Felipe Diaz, a seasoned financial analyst with a deep understanding of the SaaS industry. Whether you’re a startup or an established business, I specialize in creating comprehensive, 5-year financial models tailored to your specific needs. What I Offer: • 🛠️ Tailored Financial Models: Every SaaS business is unique. I deliver bespoke financial models that align with your goals, from growth strategies to investor presentations. • 📈 Clear & Understandable Layout: Complex financial data is simplified into a beautifully designed, easy-to-navigate model that provides actionable insights. • 📊 Complete Financial Statements: Receive detailed Profit & Loss Statements, Balance Sheets, and Cash Flow Statements to keep your business on track. • 👥 Flexible Hiring Plan: Plan and scale your team with a hiring model that evolves as your business grows. • 🔍 Break-Even Analysis: Gain a clear understanding of when your business will become profitable with precise break-even calculations. • 💸 Cash Burn Rate & Runway: Stay ahead of your cash flow needs with detailed burn rate and runway analysis. • 📊 KPI Dashboard: Monitor critical metrics like LTV, CAC, ARPU, and CRR with a dynamic dashboard designed for real-time decision-making. • 📉 Sensitivity & Scenario Analysis: Prepare for any situation with robust scenario planning and sensitivity analysis. • 📊 High-Quality Visuals: Enhance your financial presentations with professional graphs and charts that clearly communicate your business’s financial health. • ✅ Unlimited Revisions: I’m committed to your satisfaction, offering unlimited revisions until you’re completely happy with the results. Why Choose Me? • 💼 Financial Analyst Expertise: With years of experience as a financial analyst, I bring a deep understanding of financial modeling and SaaS business dynamics. • 🌍 Versatile Experience: Whether you’re a startup or a well-established SaaS business, I have the expertise to help you achieve your financial goals. • 🤝 Client-Centric Approach: I work closely with you to ensure that the financial model meets your exact needs and drives the results you’re looking for. • 🚀 Results-Driven: My models are designed to help you secure funding, optimize operations, and make data-driven decisions that propel your business forward. Let’s collaborate to create a financial model that empowers your SaaS business to succeed. Reach out today, and let’s get started!

Financial Projections
Forecasting
Data Model Scenario
Cash Flow Analysis
Cash Flow Statement
Cash Flow Modeling
Balance Sheet
Income Statement
Financial Statements Preparation
Customer Analysis
Revenue Management
Financial Report
Financial Projection
Financial Modeling
Financial Model
Financial Analysis
$50 hourly
- 5.0/5
- (1 job)
With 10+ years of experience, I have successfully spearheaded securitization efforts involving assets worth over $5.1 billion while also having managed a robust commercial banking portfolio exceeding $50 million in loan volumes. My expertise in deep financial statement analysis, coupled with a keen ability to identify risk parameters, has earned the trust of the leadership team, enabling me to handle significant responsibilities. I excel in delivering clear and concise information to both internal and external stakeholders. As a manager, I have proven my adeptness at guiding teams and nurturing talent. Additionally, my CFA designation reflects my unwavering commitment to continuously enhancing my skills and knowledge.

Financial Projections
Market Research
Financial Statement
International Business
Company Research
Cash Flow Statement
Chartered Financial Analyst
Finance
Investment Research
Cash Flow Analysis
Calculation
Business
Data Table
Financial Projection
Forecasting
Financial Report
$25 hourly
- 5.0/5
- (7 jobs)
Certified Business Finance Analyst with more than six years of experience working with corporates and startups. Helps the companies to set up meaningful interactive dashboards with the provided data to help them to have a data-backed decision-making process. I will help in creating automated or dynamic reports which will benefit you as a client to focus more on the core activities. - Skills: Data Analysis, Financial Planning and Analysis, Business Finance, Business Intelligence. - Holds post-graduation degree in Master of Business Administration. - Proficient in Advanced Microsoft Excel, Google Sheets, and PowerPoint. - Experienced in MySQL, Python, Tableau, and Power BI. - Drives revenue growth through informed decision-making. - Reduced costs thereby increasing profits.

Financial Projections
Google Apps Script
Financial Projection
Financial Planning
Financial Analysis
Finance
Analytics Dashboard
Google Sheets Automation
Excel Formula
MySQL
Data Analysis
Dashboard
Google Sheets
Microsoft Excel
Tableau
Python
$20 hourly
- 5.0/5
- (2 jobs)
With 4 years of experience in Accounting, Bookkeeping, VAT, Financial Analysis, and Business Planning, I am an Affiliate of the Association of Chartered Certified Accountants (ACCA) in the UK. I’m also certified as a QuickBooks Online Advanced ProAdvisor and Xero Advisor. My passion for the accounting field ensures precise and efficient financial management for your business. Struggling with receipts, bank statements, or bookkeeping? Let me handle the numbers so you can focus on what matters most. When you hire a professional accountant, you’ll save time and gain peace of mind knowing your finances are being expertly managed. **A complete financial plan includes:** - Start-up Overview - Sales Projections - Profit and Loss Forecasts - Balance Sheet - Cash Flow Forecast - Break-even Analysis - Charts and Graphs - Capital Expenditure (CAPEX) - NPV-IRR-ROI Analysis - Financial Dashboard - Ratio Analysis **For UK tax returns, I provide:** - Accounts preparation for businesses, partnerships, and individuals - VAT return preparation and filing - Corporation tax returns - Self-assessment tax returns - Handling inquiries with HMRC - Annual account filings - Company registration services - Payroll management - Comprehensive bookkeeping - Tax compliance and advisory **I’m proficient in QuickBooks Online, Xero, Wave, and SAGE Accounting software.** Whether you need help cleaning up your books in QuickBooks, Xero, or Wave, or require assistance **setting up** new bookkeeping systems, I’ve got you covered. I specialize in updating years of backlog and ensuring seamless transitions between platforms. I also offer ongoing monthly bookkeeping services for businesses globally, ensuring your accounts remain organized and compliant, allowing you to focus on growing your business while I take care of the finances.

Financial Projections
US Taxation
Tax Preparation
Taxation
Bookkeeping
Financial Projection
Business Plan
Financial Model
Financial Plan
Microsoft Excel
Intuit Proconnect Tax
Intuit TurboTax
QuickBooks Online
Accounting Basics
Accounting
$50 hourly
- 0.0/5
- (0 jobs)
Dear Client, I am a seasoned business strategist and analyst with a deep understanding of what leading and mid-sized investment firms seek in a business plan. My career spans over two decades, with significant contributions in strategic investments at companies like Lenovo, HP, and DiDi. My role at DiDi involved collaboration with the strategic investment team, focusing on the mobility sector. I played a key role in securing an $80 million funding round for Culture Trip, one of the largest global funding rounds in its category. I have facilitated over $500 million in financing for the companies and clients I've served throughout my career. 1） Professional Qualifications and Education: a. Certifications: CBAP (Certified Business Analysis Professional) and PMP (Project Management Professional), showcasing my expertise in business analysis and project management. b. MBA: An MBA in Finance and Marketing from York University, providing a strong foundation in financial strategy and market dynamics. 2) Experience and Expertise: a) Business Planning: Crafting comprehensive, investor-ready business plans with detailed financial projections and go-to-market strategies. b)Market Research: Conducting in-depth studies of market trends, competition, and customer behaviors to uncover growth opportunities. c)Business Analysis: Streamlining operations, identifying growth opportunities, and improving ROI with strategic recommendations. 3) Industry Experience: My expertise covers IT, technology, internet enterprises, e-commerce, tourism, and startups, offering a broad perspective on investment strategies. I have worked with a range of investment institutions, from global giants like Sequoia Capital and IDG Capital to mid-sized firms such as Hillhouse Capital and CPE Source Peak, providing a well-rounded understanding of investment trends and strategies. 4) Why Work with Me: a) Experience: Over two decades of experience with multinational companies, delivering impactful results. b) Tailored Solutions: Aligning strategies with your unique business objectives to meet investor expectations. c) Results-Oriented Approach: A history of achieving measurable outcomes through actionable insights and innovative solutions. I am eager to discuss how my expertise can help transform your business ideas into strategic successes. Let's connect to explore your project needs. Best regards Cindy

Financial Projections
User Behavior Analytics
Cost Analysis
Financial Projection
Financial Analysis
Financial Planning
Marketing Analytics
Marketing Strategy
Data Analysis
Sales Operations
Business Consulting
Strategic Planning
Business Analysis
Market Research
$45 hourly
- 0.0/5
- (1 job)
OBJECTIVE An accounting professional and a fintech professional. Experience with Financial Analytical skills, meeting tight deadlines, strong team skills, detail oriented, and problem-solving skills.

Financial Projections
Bookkeeping
QuickBooks Online
Financial Report
Financial Projection
Financial Presentation
Financial Risk
Financial Planning
Financial Modeling
Financial Analysis
$80 hourly
- 0.0/5
- (0 jobs)
Highly Motivated Finance Professional Financial Modeling | Equity Research | Investment & Risk Management Quantitative Finance Professional with a strong foundation in financial modeling, investment analysis, and valuation. Dedicated to delivering results and optimizing productivity and efficiency. Experienced in leadership, overseeing teams, and mentoring for growth. Thrives in dynamic environments and excels under pressure. Key Skills Financial Modeling Equity Research Valuation Analysis Quantitative Research Data Mining Business Analysis Financial Accounting

Financial Projections
Case Studies
Quantitative Research
Quantitative Finance
Financial Consulting
Financial Projection
Financial Analysis & Valuation
Sensitivity Analysis
Forecasting
Equity Valuation
Mergers & Acquisitions
Real Estate Financial Modeling
Financial Modeling
Management Consulting
Analytical Presentation
Financial Planning
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