Hire the Best Financial Projections Freelancers
in the United States

I help business owners and leadership teams turn messy financial and operational data into clear, decision-ready models. I’m a finance & operations consultant with 10+ years of experience building custom Excel models for real businesses - not generic templates. I can help with financial modeling, budgeting, forecasting, cash flow planning, scenario analysis, pricing tools, QuickBooks/CSV reporting cleanup, and management dashboards. I’ve worked across industries including real estate, construction, retail, travel/events, SaaS, and service businesses. My models are Excel-based, well-documented, and built so clients can actually use and update them after handoff. Tools: Excel, Google Sheets, QuickBooks, Power BI, dashboards, advanced formulas.

Most financial models and business plans fail when assumptions can’t survive questions. I build financial models, business plans, and pitch decks designed to hold up under investor, lender, and internal review. I work with founders and leadership teams who need more than a spreadsheet or a generic narrative. My focus is on clarity, structure, and defensibility ensuring that strategy, market realities, and financial performance are aligned and easy to understand. My work integrates financial modeling with credible market research, competitive analysis, and realistic operating assumptions. I translate complex inputs into clear, well-organized materials that allow stakeholders to quickly grasp the opportunity, the risks, and the path forward. My experience spans CFO-level financial planning, scenario modeling, cash flow forecasting, and investor-facing analysis across multiple industries and company stages. I am comfortable working with incomplete information, pressure-testing assumptions, and refining models and narratives as clarity improves. Clients typically engage me to: ⬩ Build decision-ready financial models for fundraising, lending, and internal planning ⬩ Develop comprehensive business plans supported by market and competitive research ⬩ Create pitch decks that clearly communicate vision, strategy, and financial reality ⬩ Validate assumptions around growth, costs, timing, scalability, and risk ⬩ Prepare materials that can withstand investor, lender, and board-level scrutiny I place particular emphasis on sustainability and scalability. Growth initiatives are modeled alongside their cost, cash flow, and execution implications, with contingencies and downside scenarios clearly articulated. My work style is collaborative, structured, and detail oriented. I document assumptions clearly, explain financial drivers in plain language, and deliver materials that are professional, concise, and easy to defend. If you are preparing for a capital raise, lender review, board presentation, or internal decision and need financial models, business plans, or pitch decks that hold up under real scrutiny, I’m happy to discuss your project.

An Enrolled Agent (EA) with a passion to help small businesses and individuals minimize taxes & preserve their wealth. I provide comprehensive tax & accounting services at an affordable rate. My technical expertise combined with passion benchmark the high standards of service for my clients. With extensive experience in tax and accounting for over 10 years, I am the owner of a bookkeeping firm, ABC Tax & Accounting, to deliver top-notch tax and accounting services to my clients. Having worked with numerous start-ups I have helped them to develop effective business plans and strategies for success. I have developed the capability to identify key areas of improvement and can provide actionable recommendations to help businesses grow and thrive. I'm new to UpWork, and am excited to provide my expertise to more clients across the US! I am not just an average freelancer; I'm here to connect and build long-term business relationships with clients. Area of expertise and experience: - Accounts setup and complete cycle bookkeeping using Quickbooks, Wave Accounting App, Freshbooks etc. - Tax planning, preparation and filing, and Refund Processing - Business analysis and strategy - Startup consulting - Business plan development - Financial Statements, Financial Projections / Forecasting, Ratios Analysis, Key Performance Indicators - Financial Reporting, Financial Analysis and Financial Modeling - Budgeting and Forecasting I look forward to the opportunity to serve you! Contact me at your convenience.

Need a sharp, CFA-level financial modeler to help you raise capital, forecast growth, and make smarter financial and investment decisions? You’re in the right place. I’m a performance-driven Finance professional with 10+ years of experience in financial modeling, forecasting, FP&A, budgeting, valuation, and corporate finance — helping founders, investors, and executive teams turn data into decisions that drive real results. With a background spanning Oil & Gas, SaaS, Manufacturing, Construction, Real Estate, and Asset Management ($1B+ AUM), I combine deep accounting and analytical expertise (IFRS, financial statements, ERP systems) with strategic financial leadership to deliver actionable insights, precise models, and decision-ready reports. ⚙️ What I Do I build clear, dynamic, and investor-ready financial models and reporting systems that help you take control of your numbers and plan with confidence: ✅ 3-Statement Financial Modeling — Integrated P&L, Balance Sheet & Cash Flow with charts, ratios, and scenario testing ✅ Valuation & Investment Models — DCF, IRR, NPV, payback, comps, and capital budgeting analysis ✅ FP&A & Budgeting Systems — Forecasting, cost optimization, and variance tracking dashboards ✅ Cash Flow Forecasting — Weekly, monthly, and 13-week rolling models for liquidity and runway planning ✅ KPI & Performance Dashboards — LTV/CAC, ROI, burn rate, margin tracking in Excel or Google Sheets ✅ Cap Table & Equity Modeling — Ownership dilution, fundraising scenarios, LP/GP waterfalls ✅ Scenario & Sensitivity Analysis — Base, bear, and bull cases to guide confident decision-making ✅ Management & IFRS Reporting — Investor, board, and audit-ready financial packages 🧠 Why Clients Hire Me ✔️ Strategic + Technical: I bridge accounting precision with investor-grade financial storytelling ✔️ Flexible & Scalable: Tailored solutions for startups, SMEs, and established enterprises ✔️ Industry Versatility: From SaaS and AI startups to multi-branch manufacturing and real estate firms ✔️ Proven Impact: Built dashboards that cut overhead by 20%, shortened month-end closes from 7 days to 5 hours, and helped clients avoid cash crunches months in advance 🌎 Industries I Serve SaaS, Tech & eCommerce Manufacturing & Construction Real Estate & Investment Firms Healthcare & Private Practices Traditional & Alternative Investments 📊 Results You Can Expect Accurate forecasts that attract investors and lenders Data-driven insights that optimize growth and profitability Clean, automated models that simplify complex decisions Financial clarity that lets you run your business like a CFO 📩 Let’s Talk If you’re looking for a trusted financial partner to help you understand your numbers, build investor-ready financial models, or take control of your financial strategy — send me a quick message. I’ll tell you exactly how I can help or point you in the right direction.

Ranked in the top 3% on Upwork globally, I’ve built trusted relationships with 80+ clients and received 60+ ⭐⭐⭐⭐⭐ reviews -- all within my first year of active use. With 14+ years of experience in Data Analytics, I operate at the intersection of strategy, analytics, and automation -- uncovering the signal behind the noise and translating it into insights leaders can act on. My work doesn’t just explain what happened; it clarifies why it matters and what to do next. As a Top Rated Plus freelancer, clients rely on me as a true thought partner, not just a technician. From Excel automation and SQL optimization to executive-level dashboards, financial models, and automated reporting systems, I design solutions that are precise, scalable, and decision-ready. Clients hire me when they need data analytics that answer questions like: • Where is our profit actually coming from? • What will revenue look like over the next 3–5 years? • Which marketing channels or business units are driving ROI? • How do we automate reporting so leadership sees the numbers instantly? My models and dashboards are designed for CFOs, founders, and executives who need confidence in their numbers. Core Expertise: ✔️Data Analytics & Engineering: Advanced SQL, Excel, SAS, and Access solutions that transform raw, fragmented data into reliable, analysis-ready assets. ✔️Statistical & Predictive Modeling: Regression, forecasting, and scenario modeling designed to support real business decisions—not academic exercises. ✔️Executive Visualization & BI: Tableau and Power BI dashboards that tell a clear story, highlight trade-offs, and drive alignment at the leadership level. ✔️AI-Driven Analytics & Automation: I embed AI directly into SQL workflows, Excel models, and financial analytics to accelerate insight delivery without sacrificing business context. My approach blends deep analytical reasoning (≈70%) with AI-powered automation (≈30%), ensuring speed and accuracy. ✔️Database & Performance Optimization: Purpose-built data structures and optimized queries that turn databases into high-performance decision engines. 💬 Client Feedback (⭐⭐⭐⭐⭐): (Recent Review from E.H.) "Subomi is the literal best, total icon!! I am genuinely grateful. I love partnering with a smart, hard, competent worker and he is just that! He is a great thought partner, beyond just someone to create models for you. I hired him for multiple projects and hired him additionally after I needed to redo work from someone who wasn't as thorough. He is extremely accurate, thorough, patient, helpful, willing to iterate, and does more than just create the models/chart/KPIs that you need - he helps you tell the story (both written and walking you through it) so you can understand all his assumptions. He makes projects better than what you would do on your own. Also, the work was so good that my bigwig private equity friend who reviewed his work was super impressed." 🌟 Let’s Build Something That Moves the Needle: If you need clarity from complexity, confidence in your numbers, or analytics that actually influence decisions, let’s talk. I don’t just deliver outputs; I deliver understanding, alignment, and results.

Hello There, I am a freelancer with over 15 years of finance and accounting experience. I have served as CFO for several clients and have worked in private equity. I am a CFA charterholder based in Los Angeles. I can pick up tasks quickly and would love to work with you and your team. I have worked on projects involving the following: - Fractional CFO - M&A - Financial Modeling - Budgeting/Forecasting - Valuation - Real Estate Modeling - Research - VBA Automation Please let me know if you have any questions. Thank you! Thanks!