Hire the best Financial Projections Freelancers in India

Name: Financial Projections professionals
Brand: Upwork
Rating: 4.8 (463 reviews)

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Clients rate Financial Projections professionals

4.8/5

based on 463 client reviews

$33 hourly
Vikas K.
- 4.9/5
- (37 jobs)
**Top-Rated Finance and Accounting Expert** Are you looking for a finance and accounting expert to elevate your business to new heights? Look no further! I am Vikas, a co-founder of the esteemed Chartered Accountant firm "M A K V & Associates" with a proven track record of success. As a Top-Rated Freelancer, I bring over 8 years of extensive experience in various roles within the Accounting and Finance domains. **Areas of Expertise:** With an impressive portfolio of skills, I specialize in serving as a Virtual /Interim /Part-time CFO, Financial Controller, Financial Modeller, and Senior Accountant. Over the years, I have collaborated with 12+ diverse industries and assisted 60+ businesses in achieving their financial goals. **Industries Specialization:** My expertise spans across an array of industries, including Real Estate, E-commerce, SaaS, Fintech, Retail, Consumer Products, Manufacturing, and edtech. This diverse experience has granted me unique insights into the intricacies of each sector, enabling me to provide tailored financial solutions. **Certifications and Skills:** As a QBO and Xero Certified Accountant, I am well-versed in the latest accounting technologies and best practices. My proficiency extends to a wide range of services, including but not limited to: - Day-to-Day Accounting and Bookkeeping - Standard Operating Process Development - Setting up Internal Controls and MIS - Financial Analysis & Ratio Analysis - Accounting Oversight - Financial Planning & Reporting - Financial Modelling & Analysis - Handling Statutory Audit & Tax Compliance - Cost-Benefit Analysis - Tax Planning - Company Valuation **Excellence in Auditing and Education:** I am also a trusted Statutory and tax auditor for 70+ businesses in India, ensuring compliance and precision in financial reporting. Beyond this, I actively contribute to the professional community by delivering guest lectures on Accounting & Finance at esteemed forums. **Client-Centric Approach:** My commitment to excellence doesn't end with my skillset. I believe in fostering transparent and open communication with my clients throughout the project's lifecycle. This ensures that the results are precisely aligned with your specific requirements. I pride myself on acknowledging your needs promptly and providing dedicated support to help you achieve definitive outcomes for your business. Don't let financial complexities hold your business back! With my expertise and dedication, I am here to empower your organization's financial success. Let's collaborate and make your vision a reality. Contact me today to discuss how I can add value to your business and take it to new heights.

Financial Projections
Finance
Cash Flow Statement
Bookkeeping
Financial Planning
Financial Analysis
Financial Management
Accounts Receivable
Microsoft Excel
Financial Accounting
Financial Projection
Cash Flow Analysis
$85 hourly
Abhishek J.
- 5.0/5
- (117 jobs)
Hello, I'm Abhishek Jasuja, a Chartered Accountant with over 10 years of expertise in Financial Modelling & Valuations, FP&A, Corporate Finance, and Financial Reporting. Key Achievements: ✨ Ranked #2 globally in the Financial Modelling World Cup (Stage 3 - Nov 2020) ✨ Proven track record with Big 4 firms and leading Investment Banks ✨ Industry-agnostic professional with specialized focus on SaaS, Renewable Energy, and Real Estate sectors Core Competencies: 📊 Financial Modelling & Valuations: ✨Projected Financial Information (PFI) ✨Corporate Finance (Capital Structuring, M&A Advisory) ✨Discounted Cash Flow (DCF) Valuations ✨Comparable Company Analysis (Trading Comps) 📊 FP&A - MIS Reports and Analysis: ✨Financial Planning & Analysis ✨Management Information Systems (MIS) Reporting ✨Budgeting, Forecasting, and Variance Analysis 💡 Investor Pitch Decks: ✨Startup Fundraising Presentations with Strong Financial Backing ✨Interactive Dashboards for Data Visualization & Decision Support Client Feedback: "Abhishek delivers exceptional quality work, possesses deep domain knowledge, and is a pleasure to work with. Highly professional and always maintains a positive approach." 📧 Ready to bring financial clarity to your business? Feel free to reach out.

Financial Projections
Visual Basic for Applications
SaaS
Energy & Utilities
Financial Accounting
Presentation Design
Real Estate Financial Modeling
Business Valuation
Financial Projection
Financial Modeling
Financial Analysis
Pro Forma Statement
Microsoft Excel
$50 hourly
Manasi B.
- 4.9/5
- (17 jobs)
I am a MBA in finance and CFA holder having more than 7+ years of experience in valuation/ financial modelling and Equity research. Currently working with BIG4 ('KPMG'). I possess exceptional skills in:- 1. Financial statement analysis (Ratio analysis) 2. Financial modeling with forecasting 3. Valuation, M&A, Financial analysis 4. Project finance and Debt scheduling 5. 409A Valuation, Wind, Solar models 6. Pitch deck preparation/presentations 7. Company and Industry profiling Work summary :- • Building in-depth financial forecast models and preparing pitch books. Value companies using DCF and relative multiples. Handling queries and request from clients. • Analyzing Macroeconomic changes, industry trends and other important company events to forecast financial statements. • Forecasted financial statements, created presentations and reports. Happy to work with you. THANK YOU!!!

Financial Projections
Pitch Deck
Pitchbook
Microsoft Excel PowerPivot
Solar Energy
Market Analysis
Financial Analysis
Chartered Financial Analyst
Valuation
Ratio Analysis
Financial Modeling
Business Valuation
Forecasting
Financial Projection
Accounting
Microsoft Excel
$80 hourly
Manish K.
- 5.0/5
- (22 jobs)
⭐Top 10% talent on Upwork 💎 Unmatched Quality 🔥 Unwavering Commitment ✅ Prompt & Efficient Communication Top-Rated Management Consultant (Ex-Big3, LBS MBA, B-Eng Computer Science) with 10+ years of solid experience, serving F500 clients. I specialize in solving the most complex business problems and providing strategic solutions across diverse industries. Use cases in which I can assist your business- 🚀 Business Growth Strategy 💰 Revenue Optimization 📊 Profitability Analysis & Margin Improvement 🔍 Market Analysis & Trends 📈 Pitch Deck & Corporate Presentation Design 📝 Strategic Business Planning & Vision Setting 🧐 Feasibility Studies for New Ventures or Expansions ✂️ Cost Reduction & Efficiency Improvement 🎯 Customer Segmentation & Target Market Strategy 🚀 Product or Service Launch Strategy 🌍 Global Expansion & Cross-Border Strategy 💡 Innovation & Disruptive Technology Adoption 🤝 Strategic Partnerships & Collaboration Opportunities 🔄 Business Model Transformation & Pivot Strategy My achievements so far- 🖥️ 250+ Presentation Designs: Crafted visually compelling and content-rich business presentations. 🧩 200+ Case Studies: Developed strategies that drove high-impact growth. 📊 150+ Pitch Decks: Designed investor-centric pitch decks that effectively secured funding. 📝 100+ Business Plans: Enabled startups to secure loans, investments and grants. 🚀 50+ SRS Documents: Translated entrepreneurial visions into actionable and scalable product roadmaps. 🛣️ AI Transformation Roadmap: Crafted strategic roadmaps for AI-driven digital transformation. Global Reach, Sustainable Solutions; Serving clients in- 🇮🇳 India 🇺🇸 USA 🇬🇧 UK 🇨🇦 Canada 🇪🇺 European Union 🌏 APAC 🌍 GCC (Gulf Cooperation Council) 📬 NEXT STEPS: Please feel free to drop me a message at your convenience for a free consultation. Let's connect and discuss how I can assist you in maximizing the potential of your business!

Financial Projections
Business Valuation
Financial Modeling
Growth Strategy
Business Strategy
Business Presentation
Presentation Design
Startup Consulting
Business Plan
Financial Projection
Microsoft PowerPoint
Financial Analysis & Valuation
Business Consulting
Pitch Deck
Management Consulting
$40 hourly
Gautam S.
- 4.9/5
- (20 jobs)
I am an experienced professional (qualified Chartered Accountant) with almost 2 decades of work experience mostly in the field of Audit. During my audit days, I have seen countless financial statements, projected financial statements, management discussion and analysis, and anything and everything related to finance and accounting. This experience has built many deep-rooted skillsets like: A. CORE Skills - Understanding of Business, their KPIs and key metrics including Balance Sheet, Income Statement (Profit and Loss Statement), Cash Flow Statement and Notes to Accounts - Data Analytics, trend analysis, co-relation between various accounts and ratio analysis - Data Visualization - Risks and ways of mitigating them through controls - Due Diligence - Financial Projections, Sensitivity Analysis and underlying assumptions - Documentation and report writing B. TECHNOLOGICAL Skills - MS Excel, MS PowerPoint - Canva C. SOFT Skills - Communication - Multi-cultural adaptability and Global Mindset - Easy to Work with - Empathy and Compassion D. Awareness about my NATURAL Skills - Attention to Details - Analytical - Methodological After my stint with EY, I moved to AuditorsDesk, an audit-cum-tech startup on SAAS model. I joined here as a Core member (pseudo-Co-Founder) and my role here was much more diverse which started with developing content and templates for Audit Software, building a team, scaling subscriptions to Audit Software. This experience has built many different skillsets like: - Entrepreneurial Mindset - Startup Funding and VC expectations - Market Research I am looking for long-term association built on trust and a sense of mutually beneficial partnership with my clients. On a personal front, I am married to wonder-women and have an angel-like daughter. During my free time, I love to paint, cook and spend time with my family.

Financial Projections
Market Research
Cash Flow Analysis
Pitch Deck
Financial Projection
Internal Control
Financial Variance Analysis
Financial Audit
Presentations
Microsoft Excel
Microsoft PowerPoint
Internal Auditing
Business Coaching
Management Consulting
Analytical Presentation
Financial Planning
$40 hourly
Vidya J.
- 4.9/5
- (123 jobs)
A Chartered Accountant (equivalent to a Certified Public Accountant) with over 12 years of experience, specializing in providing high-quality financial services . My professional journey includes valuable experience at PwC, where I honed my skills in financial modelling and analysis across various sectors. Key Skills: – Development of robust financial models for project finance, structured finance, and M&A transactions. – In-depth analysis of financial statements including Balance Sheets, P&L Accounts, Cash Flow Statements, and Statements of Retained Earnings, with future projections crafted for 3-5 years. – Strong expertise in budgeting, forecasting, and financial projections, business plan – Comprehensive business valuation and strategic business planning. – Proficient in creating and updating financial models using Google Sheets and Excel. – Experience in crafting detailed valuation reports and managing financial operations. – Skilled in building LBO models and performing Quality of Earnings (QoE) analysis. – Specialized knowledge in real estate and various industry models, including SaaS, hospitality, and healthcare.

Financial Projections
Due Diligence
Cash Flow Statement
Data Visualization
CPA
Financial Model
Financial Reporting
Chartered Financial Analyst
Bank Reconciliation
Valuation
Financial Projection
Forecasting
Financial Analysis
Financial Variance Analysis
$40 hourly
Vaibhav A.
- 5.0/5
- (52 jobs)
💼 Looking for a reliable accounting expert to handle your books, payroll, and reporting — while you focus on growing your business? I'm Vaibhav, a Chartered Accountant (CA) from India with 10+ years of experience that helps businesses across the US, UK, Canada, Australia, UAE, and Singapore save costs and time on accounting, finance and compliance. We help startups, eCommerce brands, real estate businesses, and CPA firms keep their numbers in perfect order while freeing up their internal bandwidth. ✅ My Core Services: Bookkeeping (QuickBooks Online/Desktop, Xero, Wave, Zoho) Payroll (Gusto, ADP, Paychex, Deel) Month-End Closing & MIS Reporting Bank Reconciliations & Cash Flow Tracking Catch-up/Cleanup of Accounts AR/AP & Inventory Accounting Financial Modeling & Budgeting ✅ Why Clients Hire Me: US/UK/AU-compliant accounting experience 100% accurate reports, fast turnaround and 100% response rate Cost savings of 50–70% vs local hires Free pilot project for quality assurance Secure & confidential data handling Time-zone aligned communication in overlapping hours 💻 Tools I Use and can increase depending on the requirement: QuickBooks | Xero | Wave | Zoho Books | Excel Advanced | Gusto | Stripe | PayPal | Dext | Google Workspace | Slack 🎯 Client Success Stories: Helped a US startup save $2,000/month in accounting costs Cleaned up 18 months of backlog for a UK rental business in 10 days 📌 Whether you need ongoing support or one-time cleanup, I can plug in seamlessly to your operations. Let’s set up a call and discuss how I can bring value to your business.

Financial Projections
Financial Analysis
Data Analysis
Data Modeling
QuickBooks Online
Financial Modeling
Microsoft Power BI Data Visualization
Financial Projection
Google Sheets
Bank Reconciliation
Data Visualization
Intuit QuickBooks
$85 hourly
Gaurav B.
- 4.8/5
- (519 jobs)
"I'm Dr. Gaurav B., a certified valuation expert (ABV®-AICPA, CVA®, ASA) with an MBA, Ph.D., and postdoctoral credentials from top business schools, bringing over 15 years of experience in valuation services, equity research, financial analysis, and projections for tax, financial reporting, and strategic decision-making. With a background in venture capital, I specialize in financial planning, investment analysis, financial modeling, and valuation. As President of Transaction Capital LLC, I’ve completed over 1,500 valuation assignments for a global clientele, including startups, venture capital firms, and corporations across the U.S., Europe, the UAE, the Middle East, and Asia. My expertise includes IRS-compliant valuations, certified 409A valuations, real estate appraisals, and equity research, ensuring accurate and compliant valuations for tax purposes, financial reporting, and informed strategic planning." My valuations are used for M&A, IRS compliance, litigation, equity funding, and strategic planning, offering a reliable foundation for key business decisions. --------------------------------------------------------------------------------------------- Valuation Credentials: 🏆 ABV® (Accredited in Business Valuation, AICPA No. 255907545) 🏆 CVA® (Certified Valuation Analyst, NACVA, Credential ID 1020775) 🏆 ASA (Accredited Senior Appraiser, American Society of Appraisers) 🏆 MRICS (Chartered Valuation Surveyor, RICS, Credential ID 0816280) 🏆 GRI Certified Sustainability Professional, Netherlands (Credential ID 85333801) ---------------------------------------------------------------------------------------------- Core Services: 🏆IRS-Certified Valuations for Tax & Financial Reporting 1. 409A Valuations: Accurate and compliant valuations for equity compensation and share-based payments. 2. Certified Tax Appraisals: Estate and gift tax valuations, non-cash charitable contributions, and asset allocation analysis. 🏆 Real Estate Valuation & MRICS Certification 1. Certified Real Estate Appraisals: Comprehensive valuations for multifamily properties, commercial real estate, and development projects. 2. Financial Modeling for Real Estate: Cash flow analysis, NPV, IRR, and REIT structure modeling backed by MRICS accreditation. 🏆Valuations for Financial Reporting 1. Certified Financial Reporting Valuations: Purchase price allocation, goodwill impairment, and fair value assessments under ASC and IFRS standards. 2. Complex Securities & Derivative Valuation: Expert assessments for share-based payments, derivatives, and intangible assets. 🏆Venture Capital & Private Equity Valuations 1. Portfolio Valuation for VC Firms: Specialized support for venture capital and private equity portfolios, including exit strategies and funding rounds. 🏆Sustainability & ESG Valuations 1. Certified Valuations for ESG: Impact assessments for CSR activities and valuations for ESG-focused projects.

Financial Projections
Financial Projection
Equity Research & Analysis
Financial Analysis & Valuation
Valuation
Equity Valuation
Discounted Cash Flow
Real Estate Financial Modeling
Real Estate Appraisal
Financial Prospectus Writing
Venture Capital Consulting
Business Valuation
Startup Consulting
Financial Analysis
Company Valuation
Equity Research
$20 hourly
Anirudh G.
- 5.0/5
- (47 jobs)
I am a Chartered Accountant (equivalent to CPA in the US) based in India, having experience of 5 years. I have been working on various aspects of Accounting, Finance, Taxation, and Statutory Compliances. I have been working for clients across the globe, primarily in Singapore, Germany, Netherlands, US, UK, while working in my previous employments & my own engagement as well. I have expertise in International Taxation (including transfer pricing compliances) & Indian taxation. I am well versed with various accounting software like Quickbooks, Xero, ERP, etc. Also, I am proficient in using Microsoft Office tools and packages and have completed several projects involving. I have worked with many bookkeepers, accountants, corporate groups all around the world. My area of expertise are listed below for your reference: #1. Transfer Pricing Analysis to help MNCs or global entities to determine the Arm's length pricing for their inter-company group transaction; #2. Accounting and bookkeeping for the entities based out in India or outside India; #3. Valuation of the securities based on the world-wide acceptable methods #4. Preparation of financial statement and review of the same; #5. Assistance fulfilling the statutory compliance of Companies and other than companies in India ; #6. Tax Planning and Consulting, #7. Business Plan, Analysis and Investor Presentations #8. Business Analysis & Modeling #9. Business Plan Writing #10. Investment Research #11. Financial Research, Planning, Analysis #12. Legal Documentation for Investment(Term Sheet)etc. Working With Me Can Be Beneficial In The Following Ways: -------------------------------------------------------------------- - Excellent Written and Spoken English Skills. - 40-60 Hours/week availability - Committed to finish projects in agreed deadline - Flexible working Hours as per customized client timings - I provide project/job updates on a regular basis so that you can track the progress. - I will help you in all the different stages of the project. Please feel free to Contact me.

Financial Projections
Business Valuation
Valuation
Financial Modeling
Tax Law Compliance
Financial Planning
Legal Writing
Financial Analysis
Financial Projection
Microsoft Excel
Financial Report
Cash Flow Statement
Balance Sheet
Bookkeeping
Intuit QuickBooks
$25 hourly
Aman G.
- 4.8/5
- (223 jobs)
I am founder and principal consultant at Caston Corporate Advisory Services. We are a team of Seasoned professionals with proficiency in financial research, accounting, financial modelling, business valuation and investment banking. We are committed to top quality service delivery within agreed timelines. With more than 300 satisfied clients across the globe, Caston takes pride to be one of the most trusted service partners by its clients. Confidentiality remains a protocol. Our key service area include: - Financial Forecasting - Business Plan - Investor Presentation - Management and financial reports - Accounts payable reconciliation - Inventory reconciliation - Accounts receivable reconciliation - Business valuation - working capital management - Financial risk management - Financial due diligence - Credit Appraisal forms I am a CFA, and graduated in Commerce with more than 17 years of experience in corporate finance and advisory.

Financial Projections
Business Writing
Pro Forma Statement
Due Diligence
Cash Flow Modeling
Investor Overview
Chartered Financial Analyst
Accounts Payable Management
Business Valuation
Investment Research
Investment Strategy
Cost Accounting
Accounting Basics
Investment Banking
Microsoft Excel
Financial Projection
$15 hourly
Nirav C.
- 4.8/5
- (27 jobs)
I'm Nirav, a results-driven Chartered Accountant (equivalent to CPA) from India with a passion for numbers and a keen entrepreneurial mindset. With a bachelor's degree in Accounting and Finance, I bring a strong foundation to my work. As a QuickBooks Online Certified ProAdvisor, Xero Certified Advisor, and Zoho Books Advisor, I have honed my skills on a range of accounting software, including Tally.ERP, Wave, and NetSuite. However, I don't just see myself as a number cruncher; and, instead of blindly putting the numbers in the right boxes, I aim to add value beyond numbers so as to provide valuable insights. When you work with me, you can expect unwavering commitment to meeting critical deadlines without compromising on quality. I firmly believe that timely delivery and exceptional service are essential rights for every client I collaborate with. Throughout my career, I have successfully managed and advised clients on business development initiatives, actively contributing to their financial decision-making processes. I am equipped to cater to client's needs and handle complex issues in day-to-day accounting scenarios. 🔰 With over *5 years* of experience, I have honed my skills in multiple domains to offer comprehensive solutions to your accounting, tax and finance needs. ✔ Bookkeeping, cleaning up, and getting a company’s books in order. ✔ Managing Accounts Payable and Accounts Receivable. ✔ Preparation of accurate financial statements and management reports, complete with KPI tracking and trend analysis. ✔Creation of projections, budgets, and variance analysis. ✔ Bank reconciliations, creating invoices and bills. ✔ Bookkeeping of Amazon / Shopify sellers in Quickbooks, Xero and Wave. ✔ Data migration from Quickbooks to Zoho, Tally to Zoho, Zoho to Tally, Tally to Quickbooks, QuickBooks to Xero, Xero to QuickBooks etc. ✔ Registration of companies under Indian Companies Act, 2013. ✔ Indian Income Tax Return filing for Individuals, HNIs, trust, and corporates across all ITR forms - ITR 1 to ITR 7. ✔ Filing of Form 15CA and 15CB for foreign remittance. ✔ Indian GST Return filing for various types of entities, including export businesses (GSTR-1, GSTR-3B, GSTR-9 and GSTR-9C) ✔ Comprehensive Indian Income Tax consultancy, planning, and strategic guidance. ✔ Advisory services for Income Tax scrutiny, assessments, appeals, and refunds. ✔ All compliances applicable to Indian Companies and LLPs like AOC-4, MGT-7, MGT-7A, DPT-3, MSME-I, GNL-2 etc. including XBRL filings. ▶ I offer a wide range of additional services, including Assurance Services, Auditing Services, Business Setup Services, Business Valuation, Company Formation, Corporate Finance, Due Diligence, Inventory Management, Management Consultancy and Virtual CFO Services. CONFIDENTIALITY: Rest assured; confidentiality is paramount to me. I strictly adhere to the ethical requirements, ensuring the utmost confidentiality of all client information. My commitment to personal service of the highest quality and integrity is unwavering. I value your trust and safeguard your data through non-disclosure agreements (NDAs) and other appropriate measures. For me, work is worship, and talent is capital. Let's collaborate to achieve your financial goals and build a successful future together.

Financial Projections
Tax Law
QuickBooks Online
Wave Accounting
Xero
Financial Accounting
Financial Projection
Accounting
Tax Preparation
Bookkeeping
Zoho Books
Balance Sheet
Bank Reconciliation
Microsoft Excel
$30 hourly
Sachin S.
- 5.0/5
- (30 jobs)
Top-tier Valuation and Financial Modeling services with a seasoned Chartered Accountant with experience in fundraising, investments and M&A. My Valuation and Financial Modeling Services include: - Realistic DCF valuation for future cash flows - Alternate valuation methods (Sales multiple, EBITDA multiple, Precedent Transaction multiple, VC method, Berkus method etc) - Comprehensive financial modeling: Forecasting profit and loss, balance sheet, and cash flow - Guidance on Equity Dilution and Funding Requirements - Scenario and Sensitivity analysis - Investor Return, ROI and Ratio analysis - Detailed valuation reports with clear assumptions and charts My Pitch Deck Services include: - Engaging & Persuasive Storytelling - Professional & High-Quality Design - Market Research & Competitive Analysis - Investor-Ready Financial Projections Why choose me: - Chartered Accountant, IIM-A Alum, IFRS certified - 15+ years experience with startups and MNCs globally - Collaborated with the likes of McKinsey and PwC Let's optimize your financial success!

Financial Projections
Financial Reporting
Presentations
Forecasting
Financial Presentation
Financial Management
Financial Planning
Financial Analysis & Valuation
Company Valuation
Microsoft Excel
Microsoft PowerPoint
Financial Analysis
Financial Projection
Valuation
Financial Modeling
Business Plan
$25 hourly
Sahil D.
- 4.8/5
- (88 jobs)
As a Chartered Accountant (US CPA equivalent) and CFA L1 & L2 qualifications along with rigorous 6 years of professional experience at PwC Deals & Strategies, I possess a strong foundation in valuations, financial modeling, pitch decks, business plans, strategies, M&A advisory and more. This experience, coupled with successful services to over 150+ clients within my 1st year of independent advisory & consulting practice, demonstrates my ability to deliver high-quality solutions across diverse industries, including SaaS, tech, e-commerce, real estate, infrastructure, manufacturing, pharma and more. My experience encompasses over 500+ projects, closely engaging with PE and VC firms on fundraising, exits, valuations, etc. My access to premium databases like Capital IQ, DealStats, BV Research and EMIS along with a "Top Rated Plus" badge on Upwork and 5-star ratings on 95% of engagements, further solidifies my expertise and client satisfaction. Range of Services offered: ✅Fractional CFO services for financial planning and analysis, cash flow management, financial reporting, business performance, expansions, etc. ✅Easy-to-use, detailed financial models for startups, small & medium-sized businesses. ✅Attractive pitch decks, teasers and company presentations for seed round, series round, fund raising, IPO, M&A, etc. along with extensive industry research ✅Business valuations for various purposes including management considerations, taxation, litigation, M&A, PPA, 409A, etc using DCF and market approaches ✅Valuation of separate intangible assets for proposed sale / purchase price allocation (PPA) ✅Valuation of ESOPs using Binomial model, Black Scholes approach and Monte Carlo simulation ✅Quarterly / Monthly investor presentations on financial performance, key developments, KPIs, etc. ✅Screening services to extract data and multiples of peer companies and peer transactions relating to any particular company / industry using various databases ✅Assistance in review, logical check and arithmetical accuracy for valuation and financial models

Financial Projections
Accounting
Zoho Books
QuickBooks Online
Chartered Financial Analyst
Business Consulting
Finance & Accounting
Pitch Deck
Valuation
Business Valuation
Financial Model
Financial Analysis & Valuation
Business Plan
Company Valuation
Financial Modeling
Financial Projection
$20 hourly
Rohan A.
- 5.0/5
- (24 jobs)
Rohan Arora is a well-qualified Chartered Accountant (equivalent to a US CPA) and a person with a dynamic personality, a good professional who is always ready to accept challenges as they come, and can work with tight deadlines. He is currently working for international clients who are having E-Commerce Businesses on Amazon, Shopify, eBay, and Walmart and managing all the below-mentioned things for them: His “Areas of Expertise” include the following: Accounting, Bookkeeping & Profitability: 1) Maintaining Books of accounts in Quickbooks online/ Quickbooks desktop/XERO/or Any other Accounting Software. 2) Preparing & Analysing Monthly/Weekly SKU Wise Profitability Report- This Report will provide insight into the Profitable position at each product level. 3) Maintaining a good Track of Accounts Receivable & Accounts payable by recording Invoices and Bills. Payroll Management & Financial Projections: 1) Managing Payroll of employees through various software like Zenefits and Gusto. 2) Preparation of Financial Projections for the future and Cash Flow Statements Variance & Trend Analysis: 1) Calculating and analyzing different types of variances ( Cost and Revenue ) 2) Analyze the various Trends in Sales corresponding to their Margin with various graphs and charts. Inventory Management: 1) Maintaining track of inventory using “FIFO Tracker” and calculating its Re-order Level. 2) True-up the Value of Inventory in books by making adjustments in the ratio of cost of goods sold. 3) Valuation of Inventory using FIFO and Weighted Average Methods. Taxes & Compliances 1) Helps prepare, handle, and file Sales Tax Returns for US-based Clients. 2) Assisting them with registration for US Sales Tax under the “Sales and use tax compliance”. 3) Preparing, handling & Filing VAT Returns as per the UK VAT laws. 4) Preparing and handling Canada GST Returns which need to be filed with the Canada Revenue Agency (CRA). Valuation of Business & Financial Analysis 1) Preparation of SDE working i.e ( Seller discretionary earnings for the TTM ) for Valuation of Business & Financial Analysis.

Financial Projections
Amazon FBA
Value-Added Tax
Sales Tax
Goods & Services Tax
Xero
Inventory Management
QuickBooks Online
Financial Projection
Bank Reconciliation
Accounts Receivable
Microsoft Excel
Financial Accounting
Zoho Books
$25 hourly
Payal A.
- 4.8/5
- (15 jobs)
I am a qualified Chartered Accountant in India (equivalent to US CPA) having a valid practicing license and over 5 years of post qualification practical experience in the field of Bookkeeping and Taxation in my practicing accounting firm based in Rajasthan, India. I like to personally work with clients and understand their requirements to facilitate and help them concentrate on their core business so that business can flourish with having to worry about their accounting and taxation paperwork. I am currently providing Accounting, Bookkeeping, Taxation services and have also worked with various accounting softwares like Tally, QuickBooks, Xero, Busy etc. We have clients spread across multiple business profiles such as Ecommerce, Hotel and Restaurants, Real Estate, Trading, Manufacturing, Insurance, Legal Consulting, Software Consulting etc.

Financial Projections
QuickBooks Online
Bank Reconciliation
Financial Accounting
Financial Statements Preparation
Xero
Financial Projection
Zoho Books
Financial Audit
Accounts Payable
Microsoft Excel
Data Entry
Intuit QuickBooks
Bookkeeping
Accounting
$55 hourly
Sarvagya J.
- 4.6/5
- (134 jobs)
One-Stop Finance Solution – From Bookkeeping to Advanced Analysis & Taxation 100% Accuracy and Quality Guaranteed Hello! I’m a Top Rated Plus Freelancer with a 100% Job Success Score on Upwork, and a Chartered Accountant with extensive experience in financial data analysis, QuickBooks, and Xero. I’m also a tech enthusiast who specializes in automating processes to save you time and money. With over 10 years of on-record experience working alongside CPAs, bookkeepers, and business owners, I’ve built a reputation as a bookkeeping cleanup expert and trusted advisor in public accounting. My qualifications include: Chartered Accountant – India CPA Australia – Pursuing ACCA UK – Pursuing How I Can Help You I empower owners of modern service-based companies to focus on what they do best—by taking care of the numbers. My comprehensive services include: Cloud Accounting & Bookkeeping: QuickBooks Online, Xero, Sage, Odoo Setup & Conversions: QuickBooks Online/Xero implementation and migration Regular Checkups: Ongoing monitoring and optimization of your financial systems Cleanups: From small corrections to major overhauls in QuickBooks/Xero Data Analysis & Forecasting: With or without specialized software Forensic Audits Payroll Services: USA-focused Transition Between Bookkeeping Programs Clients I Work With Modern Service-Based Companies Real Estate Professionals Creative & Innovative Businesses Veterinarians Is There Value in Us Talking? Want to free up your time and stop worrying about your business finances? Looking for highly qualified, trusted, and dedicated professionals committed to your success? Do you value working with a true expert? If you’re ready for a change or want to hand your financial management to a proven team, let’s connect! Schedule a free discovery session today and experience the difference expert financial support can make.

Financial Projections
Business Plan
Financial Projection
Financial Planning
Microsoft Excel
Accounting
Financial Model
Forensic Accounting
Financial Modeling
Financial Analysis & Valuation
Financial Analysis
Accounts Payable Management
Accounts Receivable Management
Intuit QuickBooks
Bookkeeping
Bank Reconciliation
$69 hourly
Ashraf K.
- 4.7/5
- (83 jobs)
Are you a startup looking to raise funds for your unique business idea? Or a business looking for a simple solution to a complex problem in Excel? Or perhaps, need help turning bland data into visually stunning and insightful dashboards? I am here to make it all happen! 👍 I am a no-nonsense Top-rated PLUS 🏆 professional, my skill mix is all about getting stuff done and I am here to transform your ideas into reality! # I offer high-quality services with a minimum engagement fee of $𝟭𝟬𝟬𝟬, This ensures that I can dedicate the necessary time and attention to each project and deliver world-class service! 𝙄𝙣𝙞𝙩𝙞𝙖𝙡 𝙘𝙤𝙣𝙨𝙪𝙡𝙩𝙖𝙩𝙞𝙤𝙣𝙨 𝙖𝙧𝙚 𝙖𝙡𝙬𝙖𝙮𝙨 𝙛𝙧𝙚𝙚! 𝙋𝙡𝙚𝙖𝙨𝙚 𝙘𝙤𝙣𝙩𝙖𝙘𝙩 𝙢𝙚 𝙩𝙤 𝙙𝙞𝙨𝙘𝙪𝙨𝙨 𝙮𝙤𝙪𝙧 𝙥𝙧𝙤𝙟𝙚𝙘𝙩 𝙖𝙣𝙙 𝙜𝙚𝙩 𝙖 𝙛𝙧𝙚𝙚 𝙌𝙪𝙤𝙩𝙚! ❇️𝗕𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱 "I am a 'Top-Rated' Financial Modeling Expert with nearly 20 years of experience in Management Consulting, Investment Banking, Equity Research and Valuation roles. Of my total experience, in the last 10 years, I have exclusively worked as a startup consultant, working closely with business leaders, founders, and entrepreneurs, helping them raise funds for their dream projects to the tune of $400M+. In addition to that, I am highly passionate about Excel Automation and Visualization. I love solving complex problems in Excel and do my best to come up with simple solutions." ❇️𝗠𝘆 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 & 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 🔹Financial Modeling & Startup Consulting 🔹Excel Automation (Macros / VBA Programming) 🔹Excel Dashboard & Data Analysis ❇️𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴 & 𝗦𝘁𝗮𝗿𝘁𝘂𝗽 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 My forte lies in crafting exceptional financial models that go beyond the conventional financial models. What sets my work apart is its extraordinary flexibility, the models can be adapted to changing business environments and serve a range of analytical requirements. My models are robust, scalable, professionally formatted and well documented that drive results and facilitate successful fund raise. I am highly proficient in modeling complex business scenarios in Excel and have built numerous large-scale models like 6 lane highway development, Metro Rail project, multi country & multi-currency roll out for a large AI tech to name a few. Financial Modeling: - 3 Statement (Income statement / Balance sheet / Cashflow Statement) Model. - Highly structured detailed set of assumption for greater control on projects. - Scenario and sensitivity analysis. - Ratio & Key Metric Analysis ❇️ 𝗘𝘅𝗰𝗲𝗹 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 Let me help you & your team reclaim several hours of manual work each day! From automating manual tasks to building robust databases and efficient workflow systems, I am your go-to Excel wizard. I can help you take your Excel game to the next level! - Automate data analysis, reporting & and distribution. - Powerful optimization using VBA. - Powerful Excel Ribbon Customization. - Multi-level VBA form development. - Role based access to Excel sheets with multi-level user access controls. - Workflow systems right within excel! - And much more, you just have to ask, and I will play my magic! - ❇️ 𝗘𝘅𝗰𝗲𝗹 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱 & 𝗗𝗮𝘁𝗮 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 If you desire a visually stunning and interactive excel based dashboard, that not only displays the data but also allows user interaction, I’ve got you covered! I create captivating data visualizations that will leave a lasting impression! 🌟📈 My data visualization talents extend beyond Excel and I can work wonders in Looker Studio, and Google Data Studio. - Financial Dashboard - Excel Dashboard - Interactive Excel Dashboard - Performance Monitoring Dashboards - Executive / Management Dashboards - Data Analysis - Data visualization - Looker / Data Studio Dashboards ❇️ 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 My experience spans a wide range of industries, allowing me to bring a fresh perspective to each project. I have successfully served clients in: - SaaS Financial Models - FinTech Financial Models - E-Commerce Financial Models - Ed-Tech, LaaS, PaaS - Lending / Loans / FinTech Models - Professional Services – Small Businesses. - 3 statement (Income Statement, Balance Sheet, Cashflow) financial models. ❇️ 𝗠𝘆 𝗼𝘁𝗵𝗲𝗿 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 Fractional CFO Financial Analyst Financial Modeling Budgeting & Forecasting Financial Analysis and Planning Data Analysis Valuation Excel Financial Models Financial Reporting Variance Analysis Cash Flow Analysis Income Statement Projection / Forecast Cashflow Forecast / Projection Modeling Startup Consulting If you are looking for a reliable and expert freelancer. please get in touch! Let's Exlify your next project!

Financial Projections
Visual Basic for Applications
Excel Macros
Company Valuation
Financial Projection
Financial Analysis
Pro Forma Statement
Forecasting
Balance Sheet
Financial Reporting
Real Estate Appraisal
Startup Consulting
Fundraising
Financial Modeling
Dashboard
Microsoft Excel
$40 hourly
Paras V.
- 4.8/5
- (97 jobs)
Big Four Consultant, Ex- Bain, MBA and CFA Level 1, 2 candidate with Big Four consulting experience, working with Fortune 500 companies and startups across diverse industries. ✅ About Me? - BIG Four Consultant, Ex. Bain. - MBA Graduate From Top University - CFA level 1, 2 - Qualitative & Quantitative Expert Market Analysis Maestro: With a comprehensive understanding of market structures and dynamics, I specialize in conducting in-depth analyses that uncover opportunities and mitigate risks. From identifying emerging trends to assessing market saturation, I provide the insights needed for effective decision-making. Consumer Behavior Guru: Unraveling the intricacies of consumer behavior is my forte. I employ a mix of qualitative and quantitative methodologies to decipher what drives your target audience, ensuring your strategies align seamlessly with their preferences. Global Market Navigator: Operating in a globalized world requires a global perspective. My experience extends beyond regional boundaries, allowing me to provide insights that acknowledge cultural nuances and capitalize on international market trends. Methodologies I Excel In: Quantitative Excellence: Proficient in statistical analysis, I turn raw data into meaningful patterns and trends. Whether it's surveys, regression analysis, or market modeling, I employ statistical rigor to extract actionable intelligence. Qualitative Insight: Going beyond the numbers, I harness the power of qualitative research – conducting insightful interviews, focus groups, and ethnographic studies to provide a holistic understanding of market landscapes. Why Collaborate With Me: Confidentiality Assurance: Your data is treated with the utmost confidentiality. I adhere to stringent ethical standards, ensuring the protection of sensitive information throughout the research process. Innovative Solutions: I thrive on solving complex market challenges. Expect not just insights but innovative strategies that set you apart in competitive markets. Adaptable and Agile: Markets evolve, and so do I. My agility ensures that your research methodologies stay relevant and effective in the ever-changing business environment. My Services Include: - Market Research & Analysis - Enterprise Solutions - Upwork Enterprise solutions - Competitor Analysis - Marketing Audit - Thesis Analysis/ Focus Group Analysis - SWOT Analysis - Marketing Research - PESTEL Analysis - Survey Design - TAM, SOM, SAM, Etc Analysis - Quantitative Research - Company Research & Analysis - Qualitative Research - Industry Research & Analysis - Customer Research I am here to take your business or company to the next level with my passion and skills. For incredible research, feel free to contact and discuss anything related to your project. Client Testimonials: "Working with Paras was excellent; from the start, he asked the right questions and was able to take creative direction on the project. He met all deadlines and was very pleased with his work. I have added him to my network. Great guy. Thank you again." "Great communication, authentic work, and fantastic delivery! I can highly recommend Paras." Don't Settle. Propel Your Business Forward with Insightful Market Research! Market Research | Competitive Analysis | Data Entry | Data Analysis | Qualitative Research | Market Analysis | Researcher | Microsoft Excel | Marketing Strategy | Lead Generation | Company Research | Online Research | Business Analysis | Survey Design Your Strategic Partner for Data-Driven Business Growth Whether you're a startup seeking market validation or a Fortune 500 company expanding into new territories, I bring the strategic insight, analytical precision, and global mindset you need to scale with confidence. Who I Work With: - Startups seeking funding or product-market fit - SMEs expanding into new markets - Global enterprises optimizing their marketing strategies - Academic professionals needing advanced data analysis - Entrepreneurs conducting feasibility studies Industries I’ve Worked With: - Fintech & Banking - Healthcare & Biotech - E-commerce & Retail - Consumer Goods & FMCG - SaaS & B2B Tech - Real Estate - Education & EdTech - Logistics & Transportation - Energy & Sustainability With a global clientele spanning North America, Europe, Asia, and the Middle East, I adapt to industry nuances and deliver tailored insights no matter the region. Case Study Highlights: Startup Market Entry: Conducted TAM/SAM/SOM analysis for a SaaS startup, enabling a successful $2M funding round. Competitor Analysis: Delivered a 360° competitor landscape for a health supplement brand entering the EU, resulting in a 35% increase in strategic positioning efficiency. Customer Segmentation: Used psychographic & behavioral segmentation for an e-commerce platform, increasing marketing ROI by 42%. Thanks

Financial Projections
Data Analysis
Project Management
AI Consulting
Business Analysis
Pitch Deck
Financial Projection
TAM Analysis
SWOT Analysis
Market Research
Marketing Strategy
Management Consulting
Competitive Analysis
Quantitative Research
Qualitative Research
Strategy
$90 hourly
Neeraj A.
- 4.8/5
- (192 jobs)
🎓 Ex-KPMG Consultant | 𝐂𝐅𝐀® | CA | FRM® | Excel Ninja 🏆 𝐓𝐨𝐩 𝟑% of Freelancers on Upwork | 𝟏𝟎𝟎% Job Success Score 📜 𝟏𝟖𝟎+ Financial Modeling Jobs Completed |⏳ 𝟖+ Years of Experience 𝐌𝐲 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡:- I specialise in creating financial models that don’t just crunch numbers but tell the story of your business. None of my models are the same — each one is custom-built to fit the specific needs of the client and their business. This is why my clients rely on my models daily to assess the impact of key decisions. For me, a financial model isn’t just a formality to raise finance; it’s a written story of your business, told through numbers. 𝐌𝐲 𝐏𝐫𝐨𝐜𝐞𝐬𝐬:- I follow a clear, step-by-step approach to ensure that your financial model is tailored to your business's specific needs and delivered with the highest quality. ➤ I begin with a call to fully understand your business and financial needs. ➤ We finalise the scope, timeline, and cost, ensuring clear expectations. ➤ I gather all necessary documents and ensure I fully understand your business before starting. ➤ I deliver the first draft and a Loom video walkthrough to explain the model. ➤ I make any updates based on your feedback and don’t close the contract until you’re fully satisfied. ➤ Even after the contract is closed, I’m available for future updates. Expect a reply within a day, even if you reach out after a year. 𝐖𝐡𝐨 𝐈 𝐖𝐨𝐫𝐤 𝐖𝐢𝐭𝐡: I specialise in working with clients who need expert financial modelling to drive their business decisions. My primary clients include: ➤ Startups & Entrepreneurs – I help new ventures secure funding and validate business ideas with investor-ready financial models tailored to their needs. ➤ Investment Firms & Private Equity – I provide in-depth financial analysis, risk assessment, and ROI modelling to guide smart investment decisions. ➤ Real Estate Developers & Investors – My expertise in building detailed pro forma models ensures successful property developments and investment outcomes. ➤ Corporate Finance Departments – I offer precise budgeting, forecasting, and financial planning to support corporate growth and decision-making. ➤ Consulting Firms – I partner with consultants to deliver bespoke financial models that support mergers, acquisitions, and other strategic initiatives. Whether you’re raising capital, managing investments, or optimising your financial planning, I can craft custom financial solutions to meet your needs. 𝐖𝐡𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐓𝐫𝐮𝐬𝐭 𝐌𝐞:- ❖ "Neeraj’s financial model provided the clarity we needed to raise capital. His attention to detail and understanding of our business was impressive." - 𝑱𝒂𝒓𝒆𝒅 𝑺𝒂𝒓𝒃𝒊𝒕, 𝑪𝑬𝑶 (𝑷𝒊𝒄𝒕𝒖𝒓𝒆 𝑷𝒆𝒓𝒇𝒆𝒄𝒕 𝑪𝒍𝒆𝒂𝒏𝒊𝒏𝒈) ❖ "The model Neeraj built is one I use every day. His efficiency and expertise make him a fantastic partner for financial modelling." - 𝑹𝒂𝒎𝒕𝒊𝒏 𝑵𝒊𝒌𝒛𝒂𝒅, 𝑪𝒐-𝑭𝒐𝒖𝒏𝒅𝒆𝒓 (𝑭𝒐𝒓𝒕𝒓𝒆𝒔𝒔 𝑷𝒓𝒆𝒔𝒆𝒏𝒕𝒔) 𝐋𝐞𝐭’𝐬 𝐃𝐢𝐬𝐜𝐮𝐬𝐬 𝐇𝐨𝐰 𝐈 𝐂𝐚𝐧 𝐇𝐞𝐥𝐩 𝐘𝐨𝐮𝐫 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬:- 💬 Send me a message today, and we’ll discuss how I can tailor a financial solution to meet your business needs. 𝑵𝒐𝒕𝒆:- 𝑰 𝒘𝒐𝒓𝒌 𝒊𝒏𝒅𝒆𝒑𝒆𝒏𝒅𝒆𝒏𝒕𝒍𝒚, 𝒔𝒐 𝒚𝒐𝒖'𝒍𝒍 𝒂𝒍𝒘𝒂𝒚𝒔 𝒌𝒏𝒐𝒘 𝒘𝒉𝒐 𝒉𝒂𝒏𝒅𝒍𝒆𝒔 𝒚𝒐𝒖𝒓 𝒑𝒓𝒐𝒋𝒆𝒄𝒕 𝒂𝒏𝒅 𝒘𝒉𝒂𝒕 𝒚𝒐𝒖 𝒑𝒂𝒚 𝒇𝒐𝒓.

Financial Projections
Business Analysis
Financial Accounting
Business Valuation
Balance Sheet
Company Valuation
Financial Planning
Financial Projection
Financial Analysis
Valuation
Pro Forma Statement
Forecasting
Financial Report
Microsoft Excel
Financial Analysis & Valuation
Financial Modeling
$40 hourly
Vishnu D.
- 5.0/5
- (1 job)
With more than a 10 years of experience in sales, marketing, finance, operations and entrepreneurship, I am an experienced business consultant with a successful history of taking ideas to fully functional businesses. Having walked in your shoes, I know how difficult it is to start and grow a business and am here to assist you in bringing your vision to life. I have partnered with US headquartered private equity and venture capital firms assessing 1,000s of businesses for investment opportunities. I understand how to grab the attention of investors and impress them, so your business narrative has impact. I will guide you through my advanced, step-by-step process to create engaging investment materials that will fuel capital raises and propel growth. I am a graduate of UPTU (B. Tech.) and NMIMS, Mumbai (MBA) and am based in Delhi NCR. In my free time, I like to go for a run and cycle ◼️ TESTIMONIALS "Vishnu assisted us in the due diligence process and played a key role in analyzing the investment opportunity. Extremely Helpful" "Great work in creating LBO model while considering an opportunity. Vishnu made sure that we modeled all the scenario to check how our exit would be. I would be happy to work with him again" "Vishnu made inference on the basis of considering annual report of all the listed companies in a sector. Great analysis and research. Highly recommended!" "Excellent pitch deck. We closed our fundraise."

Financial Projections
Corporate Governance
Corporate Finance
Industry Research
Due Diligence
Feasibility Study
Report Writing
Equity Research
Valuation
Financial Modeling
Financial Projection
Business Plan
Company Valuation
Presentations
Financial Analysis
$50 hourly
Harsh A.
- 5.0/5
- (68 jobs)
I have five-plus years of experience in accounts, Financial projections, and valuations. I am proficient in advanced Excel, VBA, and PowerPoint. I can help you with customized financial models. The financial models will be totally dynamic including sensitivity and scenario analysis and important KPIs for higher management. ✅ Working professional at Ernst & Young (Financial modeling and valuations). ✅ Expert in infrastructure modeling (renewables). ✅ Great experience in project finance models. ✅ A CFA® | CA and an FRM®. ✅ Among the top 3% of Freelancers on Upwork. ✅ An Excel Expert. ✅ Great experience in QuickBooks Accounting and Managing the Business Finance and Accounting.

Financial Projections
Business Analysis
Valuation
Forecasting
Financial Analysis & Valuation
Real Estate Financial Modeling
Visual Basic for Applications
Microsoft PowerPoint
Company Valuation
Chartered Financial Analyst
Financial Modeling
Account Management
Financial Analysis
Balance Sheet
Financial Projection
Microsoft Excel
$75 hourly
Pankaj G.
- 4.8/5
- (49 jobs)
Hi, I have 25 (+) years of experience working as a Corporate CFO / CXO for fortune 500 as well as Start-ups & SME’s in India, Middle - east & Asia pacific. Some of my specialities are: • Building up Start-ups, new ventures & SME’s to the next level. • Fund Raising – Have raised more than "US$ 1 Billion". • Maximization of shareholders wealth. • Strategic Planning & Effective execution. • Business Turn-arounds. • Restructuring & Revamping of existing business Models. • Business Process Reviews. • Joint Ventures/ Mergers & Acquisitions. • Planned Exits. Some of my Value added achievements are as follows: ✅As an Entrepreneur :- Founded a Start-up in Media space, raised pure equity of US$ 3 million, built-up a revenue of US$ 8 Million & exited at a Valuation of US$ 21 Million giving the shareholders a return of 7X in a period of appx. 3 years. ✅ As Group CFO: - Set-up a Start-up for building 1000 air-conditioned bus shelters, on DBOT Basis. Raised US$ 37 Million Valuing the Start-up @ US$ 150 Million. ✅ As Chief of Projects: - Set-up an online Start-up, a network of 800 intelligent POS terminals, aranged Start-up funding of US$ 40 Million. ✅ As Business Head & CFO: - Completed strategic acquisitions of 36 large & small units, to build up an asset base & an exponential increase in potential visible Income, justifying an increase in Valuation from US$ 40 Million to US$ 350 Million in a span of two years, & raised US$ 65 Million in fresh equity. ✅ As Business Head &CFO : - Restructured a running business to fight off one of the worst Economic crisis (2008) & brought it to a (+Ve) EBIDTA of app. 25% (up from (-Ve). ✅ As Group CFO of a Company in 3D CGI Animation :- Created a film fund of US$ 100 Mill, transferred existing funding obligations (US$ 30 Mill) & features under production in a SPV, new Investors contributed US$ 30 million, senior lending from Bank of US$ 40 million, creating a Co-production & Co-financed pipeline of US$ 200 mill for the Company. ✅ As Head-Commercial:- Restructured & Revived a manufacturing Unit, re-engineered the product, cut cash burn, reduced NWC Cycle by 3.5 Months, re-negotiated debts of US$30 Million leading to 60% haircuts by Banks & FI’s, improved margins by 18%. ✅ As CFO:- Restructured a Business Vertical (as a Tax planning strategy) by transplanting the business in UAE & Hong Kong, Implementing outsourcing model for logistics & Banking, arranged working capital facilities of US$ 3 Million & Export Credit Insurance. ✅ As Head Corporate Finance: - ’’REBRANDED” & “REPOSITIONED A PRODUCT” creating a niche demand, designed Innovative structured financial transaction, helping sale of products under lease & hire purchase & raising net Cash inflow by 20% for each Sale transaction. I have a passion for Start-ups, new ventures & small businesses and enjoy helping them succeed. I enjoy building-up things from Grounds - up. I like Challenging assignments which need a Strategic input and direction. I have spent most of my career pitching and being pitched to, & and not only for funding but leading & concluding various corporate transactions e.g. business partnership, JV’s, planned exits, technical collaborations, mergers, acquisitions & buy-outs, marketing tie-ups, Investors, analyst & fund managers meets, Road Shows for Private as well as public placements etc. My success rate for taking –up Challenging assignments & completing them successfully is almost 100%. Please get in touch for some exiting and bespoke work on your pitch documents, business plans, corporate write-ups, with the help of which you can confidently pitch and get the undivided attention of prospective Investors & Stakeholders. We believe in providing solutions to business problems, which are practical and effective, and we help implementing those solutions too. My Charges vary depending on the complexities & the nature of the job involved, since i have just started out on Online freelancing, feel free to contact me. We look forward to help you. Thanks

Financial Projections
Business Consulting
Business Cases
Financial Report
Venture Capital Consulting
Management Consulting
Startup Consulting
Due Diligence
Investment Banking
Financial Projection
Content Writing
Company Valuation
$35 hourly
Divyesh J.
- 5.0/5
- (20 jobs)
Work with a Top-Rated Fractional CFO and Expert Bookkeeper to Drive Sustainable Growth Are you looking to partner with a seasoned Fractional CFO who can execute and deliver results? I specialize in helping small to medium-sized business owners make informed financial decisions, optimizing both financial and non-financial resources for maximum ROI. By developing comprehensive financial forecasts and detailed budgets, I provide my clients with a clear vision for the future, highlighting how strategic decisions impact the financial health of their businesses. With 7+ years of experience in building robust financial systems and strategies, I’m proud to be among the top 3% performers on Upwork. My expertise lies in guiding businesses toward sustainable growth and profitability. We Are a Great Fit If You’re Thinking: • ⚡ “I want to scale my business sustainably.” • ⚡ “My business lacks key financial processes and controls.” • ⚡ “I’m ready to transition to a data-driven decision-making approach.” • ⚡ “My books show profits, but my cash flow is a constant struggle.” • ⚡ “I want to strategically plan for a successful exit in the next 3-5 years.” • ⚡ “Despite showing profits, I’m not satisfied with my compensation.” • ⚡ “I find it challenging to determine competitive and fair team salaries.” When You Work With Me, You Will: • ✅ Understand Your Financial Position: I conduct a thorough financial health check to identify key red flags and growth opportunities. • ✅ Design a Tailored Financial Strategy: If you don’t already have a business plan, I’ll help you create one and align it with your financial goals. • ✅ Build Reliable Financial Systems: Develop the infrastructure to scale confidently and track growth effectively. • ✅ Receive Real-Time Analysis and Dashboards: Stay updated with practical financial insights and business performance tracking. • ✅ Uncover Profit Opportunities: Discover hidden opportunities to increase market share and overall profitability. • ✅ Collaborate with an Expert Finance Team: Maximize the value of your financial data with a team that understands your business needs. Hear from Our Clients: Explore success stories from clients who have transformed their businesses with our services on YouTube. Just search “Celeste Advisors” for insightful feedback and testimonials. -------------------------------- Expertise: Coaching programs, IT Services, Consumer, Manufacturing, Ecommerce, CPG, FMCG, SaaS, Tech, Fintech. Financial Modeling, IFRS Accounting/Consulting (ACCA),Preparation & Analysis of Financial Statements, Dashboard Building, Cash flow management, Funding, Business Plan & Investor Presentations, Working Capital Management, Variance analysis for Operational Expenses, Capital Investment Project Analysis, Break-even analysis, Ratios Analysis, Performance Evaluation, Budgeting & Forecasting, Advanced Excel/ SAP ERP, Fathom, XERO, QBO, Wave, Tally ERP

Financial Projections
Financial Consulting
Financial Accounting
Cash Flow Modeling
Business Consulting
Strategic Plan
Cost Management
Financial Management
Cash Flow Analysis
Financial Report
Forecasting
Business Plan
Financial Projection
Financial Modeling
Financial Planning
Financial Analysis
$50 hourly
Rupa P.
- 5.0/5
- (4 jobs)
I am a seasoned finance professional with decade long credit appraisal experience working with leading credit rating agencies (S&P and Moody's) and credit department of India's leading private sector bank. I can help you in making sense of your financial statements. If you are seeking support with a business plan, research reports, financial forecasting, pitch deck, credit appraisal, financial modeling or term sheet for subsequent fund raising or for banks, I will be happy to collaborate. About Me: ● Decade long experience with top 2 leading credit rating agencies (S&P and Moody's) and private sector bank handling companies across sectors ● Have managed portfolio of India's leading corporates and conglomerates including Tata, Godrej, Aditya Birla among others. ● Adept in financial modeling, credit risk assessment and company analysis ● Supported new age startup companies (Quick Service Restaurants and e-commerce) with credit rating during IPO I am certified CFA in ESG investing. I have used my learnings of CFA in the following client projects: 1. Market Research for Decentralized Renewable Energy (DRE) Sector in Africa 2. Exploring strategies to manage Carbon Pricing risks - Renewable Energy Certificates (RECs), Carbon Contracts for Difference (CCFDs), Emission Trading Schemes (ETS), Carbon Derivatives, Carbon Project Insurance I enjoy working with start-ups and entrepreneurs. The power of collaborative brainstorming and planning can produce incredible results. I am an excellent problem solver and will help drive solutions and results. I would love to hear more about you and your company. I am available for a chat. Look forward to talking with you. Best regards, Rupa Pandey

Financial Projections
Pitchbook
Sustainability
Financial Projection
Due Diligence
Financial Report
Valuation
Company Research
Financial Statement
Financial Modeling
Financial Risk
Company Valuation
Financial Analysis
$120 hourly
Rakesh K.
- 5.0/5
- (2 jobs)
I am an Actuary (FIA, CERA, FIAI). I have 16 years of professional experience with extensive experience in Life, Health & General (non-life) insurance/ reinsurance, pricing, modelling, valuation, experience analysis, business planning and Big Data Analysis. All of my roles involved advanced use of Excel spreadsheets and Excel VBA.

Financial Projections
Business Modeling
Insurance & Risk Management
Business Analysis
Pricing
Insurance Consulting
Financial Analysis & Valuation
Excel Macros
Life Insurance
Financial Projection
Data Analysis
Microsoft Excel
$55 hourly
Shashank A.
- 5.0/5
- (22 jobs)
🏆 𝐓𝐨𝐩 𝐑𝐚𝐭𝐞𝐝 🏆 𝐀𝐦𝐨𝐧𝐠 𝐭𝐡𝐞 𝐭𝐨𝐩 𝟏𝟎% 𝐟𝐫𝐞𝐞𝐥𝐚𝐧𝐜𝐞𝐫𝐬🏆 100% Job Success Having 8+ years of experience in the field of Business and Finance, I provide Bespoke Business plans and various proposals for my clients. I have worked with more than 500 businesses from various industry sectors. I am also the Founder and CEO of Venture Propel where we help entrepreneurs, startups, and existing businesses start, manage, and grow their enterprises by providing various services under one roof related to business planning, finance, branding, Human resources, digital marketing, designing, proposals, tender responses, pitch decks, consultations and much more. Check out Venture Propel for more details. ✅ The sectors in which I have worked are: ---------------------------------------------------------------------------- Manufacturing and Wholesale, Food & Beverage, Real Estate, Accounting, Consultation, Clothing & Fashion, Construction & Engineering, Education, Events & Entertainment, digital & technology, Farm & Agriculture, Fitness & Beauty, Transportation, Logistics & Travel, Retail & E-commerce, IT & Customer Service, Medical & Health. ✅ Proficient in: ----------------------------------------------------- - Business planning & Business Plans - Bank Business Plans, Investor Business Plans, Franchise Business Plans, Strategic Business Plans, M&A Business Plans, and NonProfit Business Plans. - Financial projections, Financial modeling, cash flow management - Franchise Expert - Go to Market Strategies - Mergers & Acquisition Expert - Fundraising Business Plans And Investor Presentations - Pitch Decks and Pitch Books - Investment Research - Valuation Report and Analysis - Investor MIS KPI Dashboards - RFP, RFQ, RFT, RFI - Tender Responses and Applying to Tenders - Business Proposals - Digital Transformation Plans ✅ Working With Me Can Be Beneficial In The Following Ways: ------------------------------------------------------------------------------------------- - My plans are professionally formatted and ready to be presented to anyone. - Excellent Written and Spoken English Skills. (IELTS Verified) - 40-60 Hours/week availability - Committed to finishing the projects by the agreed deadline - Flexible working Hours as per customized client timings - I provide project/job updates regularly so that you can track the progress. - I will help you in all the different stages of the project. - We are happy to take on both long-term and one-off projects. - We focus on supporting Startups, SMBs and Corporates - We provide all services under one roof, helping you streamline your business operations, improve your cash flow, and enhance your brand. We love our profession. We love reading, talking, and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives. We also have an interest in transforming traditional businesses digitally with our expert digital transformation insights and plans and help our clients to stand out from the competition. Here's what we can do. Let us have a free consultation call during which we can work together, set your goals, ideas, and business objectives, build up a strategy and plan and we will work it from there. A free consultation call will help to understand if we can add value to your business. Let's work together to lay the foundation stone for your business today!!!

Financial Projections
Pitchbook
Grant Writing
Business Writing
Business Strategy
Pitch Deck
Business Operations
Business Management
Business Consulting
Management Consulting
Business Development
Financial Analysis
Business Plan
Business Analysis
Business Proposal Writing
Financial Projection
$45 hourly
Krishna G.
- 5.0/5
- (2 jobs)
I am a strategic and analytical finance professional with over eight years of experience in investment analysis, financial modeling, and sector research across buy-side and sell-side roles in credit, equity, and private equity. Currently serving as a Sector Analysis Manager for Oil to Chemicals Sector for Paraxylene to Polyester value chain analyzing Indian and Chinese markets' capacities and operations . Earlier I worked as a Senior Investment Analyst for Private Equity where I played a key role in raising €2 million for an LBO, conducting valuations for over €100 million in assets, and improving IRR through strategic cash flow management. I expertise in financial modeling, data analytics (R, Python, VBA, Alteryx), and valuation techniques that has contributed to the growth and optimization of multiple investment portfolios. I have streamlined equity research and financial modeling processes using automation, and conducted in-depth equity research and developed structured investment products. I hold an MBA in Finance & Analytics from Great Lakes Institute of Management and a B.Tech in Electronics & Communication from Guru Gobind Singh Indraprastha University. Core Competencies * Financial modeling * Equity Research * Financial Risk Analytics * Data analysis & visualization- Tableau * Statistical Modeling using R * Excel, VBA, Macro & SQL

Financial Projections
Equity Research & Analysis
Macros
Cash Flow Statement
Financial Statement
Analytical Presentation
Financial Analysis
Data Visualization
R
Financial Projection
Microsoft Excel
Financial Report
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