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Financial analyst with experience in the resort, healthcare, and investment industries. Graduate from the university of Utah with a masters of finance, with an undergraduate degree from St. Joseph’s college of Maine in finance and accounting. I am efficient with excel, often using pivot tables, vlookups, sum ifs, if/then, and more. I work daily with income statements, general ledgers, balance sheets, and invoices. Responsible for creating projections and budgets. Previously worked in the investment industry with my SIE, Series 7, and Series 66 licenses.

I like to hustle, I learn quick, and I'm here to help you get the job done quickly and efficiently. I currently work as a distressed credit research analyst primarily focused on special situations and distressed or restructuring companies. Previously, I spent 8 years at Moody's in New York City in both the Corporate Finance Group covering oil & gas companies (5+ years), and the Financial Institutions Group covering global systemically important banks (2 years). The skills I've learned on Wall Street make me the perfect person to help you build financials models, raise money from investors, or understand your business. My competencies are: ▸building comprehensive 3-statement financial models ▸DCF and valuation modeling ▸utilizing excel for data analysis ▸creating pitch decks using PowerPoint ▸operating in a fast-paced environment with tight deadlines.

I'm a Financial Planning & Analysis (FP&A) Manager with 8+ years of experience helping businesses improve budgeting, forecasting, financial modeling, reporting, and decision-making through practical, data-driven finance solutions. I specialize in developing structured, driver-based models that connect revenue, costs, and operational drivers to produce accurate, actionable insights. My work supports budgeting, strategic planning, performance tracking, and executive decision-making. I’ve built and supported models used by leadership teams to evaluate performance, plan growth, and make key financial decisions. I have experience building and improving financial models, KPI dashboards, and reporting tools that provide clear visibility into business performance across multiple areas or locations. This includes forecasting, scenario analysis, variance analysis, and translating complex data into simple, decision-ready outputs. I also work closely with operational teams to align financial models with how the business actually runs, including staffing planning, cost structures, and growth drivers, ensuring outputs are both realistic and usable. I typically support clients with: • Financial modeling (forecasting, scenario analysis, projections) • Budgeting and financial planning • KPI dashboards and reporting tools • Revenue, cost, and margin analysis • Model cleanup, restructuring, and optimization • Excel-based systems and workflow improvements My focus is on building models and tools that are not only accurate, but also intuitive, easy to maintain, and reliable for real business decision-making.

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.

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

I help investors and businesses make clear financial and investment decisions by building accurate financial models and conducting detailed data analysis. Whether you need to analyze complex financial data or summarize financial results, I provide the insights you need to give you peace of mind and help your business grow. Here are the services I provide: ✅Investment research and analysis ✅Financial statement analysis ✅Financial modeling in Excel and Python (valuations, projections, cash flow, etc.) ✅Financial writing ✅Revenue, expense, and cash flow projections I received my Master of Science degree in finance and completed the CFA program. In previous roles, I researched key trends in the investment management industry and published reports on multiple finance-related topics. I also developed comprehensive financial models in Excel and Python, which helped reduce data analysis time and increase efficiency. I value trust, transparency, and open communication with my clients. I also tailor my analysis to your needs while ensuring you understand the meaning behind the numbers. If you need help with your investment or financial decisions, please feel free to contact me so we can get started!