Hire the Best Financial Prospectus Writers

--MBA with Wall Street experience (American University, Deutsche Bank) --15 years at IBM Consulting --Write white papers, business cases, pitch decks, web content and press releases --Journalism clients include The Economist Group, Investor's Business Daily, Newsday, Palm Beach Post, Institutional Investor's Alpha, The Industry Spread and DealFlow's Alternative Lending Report --Presently writing and editing feature articles for AlphaSense, Global Finance magazine, HFM, the Sharestates blog and others --Ghostwriting newsletters and market forecasts for two pension funds --Served on staff at Rodale Press, (Fort Lauderdale, Fla.) Sun-Sentinel and ChemicalWeek --Board member, New York Financial Writers Association

100% Job Success with Top Rated Plus status With over 10 years of experience in the finance industry, I bring a wealth of knowledge and expertise to my role as a financial copywriter. I have honed my skills in financial planning, investment advising, and portfolio management, as well as branch management, where I worked for a start-up firm for 6 years and helped build it from the ground up. For the last 6+ years, I have been solely focused on financial copywriting, where I have consistently produced high-quality financial commentary on a weekly basis, delivered compelling quarterly market recaps, and created and completed many content needs (please see client reviews below). I am well-versed in various financial instruments such as stocks, bonds, mutual funds, ETFs, and alternative investments. In addition to my strong analytical skills and problem-solving ability, I am also a former volunteer for the CFA Vancouver Social Committee, having served as the Committee Chair. I enjoy using my organizational skills to plan and host networking events, including pub nights, distillery tours, softball games, Monte Carlo nights, and more. When I am not working, I enjoy staying active through various sports such as baseball, softball, rugby, basketball, snow sports, and water sports.

Are you struggling to make sense of complex financial data or communicate your company’s story through numbers? I am Zainab Latif, a CFA Level III passer and Top Rated Plus Financial Analyst with over 10 years of experience helping businesses and investors make smarter financial decisions. I can help companies to turn raw data into actionable insights through clear, interactive reports and economic models. Additionally, I provide academic writing and research support, delivering high-quality content for students, researchers, and professionals. With 10+ years of experience in financial modeling, valuation, forecasting, and performance benchmarking, I turn raw financial data into insights that investors, founders, and executives can actually use. Whether you’re preparing for fundraising, expansion, or internal strategy planning, I build models that tell your story in numbers. What I Deliver 3–5 Year Financial Projections (Startup & SaaS-ready) Financial reports Investor-Ready Dashboards & Pitch Deck Models Valuation Models (DCF, Comparable, Pre-Money/Post-Money) Budgeting, Forecasting & Sensitivity Analysis Financial Benchmarking & Competitive Research KPI Design & Performance Reports Why Clients Hire Me Top-rated on Upwork with consistent 5-star feedback Blend of finance + strategy + storytelling, not just numbers Fast, reliable, and fully transparent communication Excel, Google Sheets, Power BI, and financial automation expertise My goal is straightforward: to help you see the complete financial picture, make informed decisions, and impress investors with confidence. Let’s connect and discuss how I can turn your data into your strongest decision-making tool. Financial clarity starts with the right model. Let’s build yours. 🏆 Top Rated Plus Freelancer on Upwork 🎖 Chartered Financial Analyst Level III Passer

I have built, valued, and modeled over 1,000 companies across all 50 US states, every Canadian province, and 50+ countries. CFA charterholder. 10 published books, all rated 5.0 on Amazon. $200K+ earned on Upwork with 100% Job Success. Top Rated Plus. Ranked #1 Financial Modeling in Canada and #2 Investment Banking globally on Upwork. When a founder sends me their financial model, I already know the three questions their investors will ask, because I spent years reviewing deals from the investor side as a fund fiduciary. That perspective separates my work from everyone else in your inbox. I wrote 10 books on this. Literally. My Amazon series, A Founder's Conversations with a Fractional CFO, covers every financial decision a founder faces: CFO Versus Accountant, Pitch Decks, 409A Valuations, Financial Modeling, Business Plans, KPIs and Dashboards, Private Company Stock Options, Fundraising Mechanics, Real Estate Financial Modeling, and SBA Loans. WHAT I DELIVER: Financial Modeling: Three-statement models, revenue models, SaaS models, startup financial projections, scenario analysis, sensitivity analysis, unit economics, breakeven analysis, cash flow forecasting, pro forma financials, budget models, and investor-ready models built in Excel. Published on Bloomberg, Reuters, FactSet, and S&P Global terminals. Business Valuations: DCF analysis, comparable company analysis, precedent transactions, startup valuations, fair market value, certified business valuations, and 409A valuations for fundraising, M&A, tax compliance, equity compensation, and internal planning. Business Plans: Investor business plans, SBA lender business plans, immigration business plans (EB-2, EB-5, USCIS), startup plans, feasibility studies, market analysis, competitive analysis, go-to-market strategy, and executive summaries for banks, investors, and regulatory bodies. Pitch Decks: Seed decks, Series A decks, fundraising decks, investor presentations, and data room preparation. Helped raise hundreds of millions in capital across angel, seed, Series A, and Series B rounds. Cap Tables and Equity: Cap table modeling, stock option plans (ISOs, NSOs, RSAs), SAFE and convertible note modeling, option pool sizing, dilution analysis, waterfall analysis, pre-money and post-money calculations, vesting schedules, 83(b) elections, and 409A compliance. Fundraising: Term sheet analysis, SAFE structuring, convertible note terms, liquidation preferences, closing mechanics, investor negotiation, due diligence preparation, and capital raising advisory from pre-seed through Series B. Fractional CFO: Financial strategy, KPI dashboards, OKR tracking, board reporting, investor reporting, cash flow management, burn rate analysis, runway modeling, and startup growth consulting. As former CEO of SentimenTrader and founder of ExemptAnalyst (acquired by Pinnacle), I have been on your side of the table. Real Estate Financial Modeling: Acquisition models, development pro formas, NOI and cap rate analysis, rent roll analysis, construction draws, lease-up modeling, waterfall distributions, LP/GP splits, DSCR, and sensitivity analysis for commercial, multifamily, and value-add deals. SBA Loans: SBA 7(a) and 504 loan modeling, lender packages, debt service coverage, seller note structuring, business acquisition models, and goodwill analysis. Due Diligence and Investment Banking: M&A due diligence, credit analysis, investment memos, structured finance, SPV structuring, and institutional-grade research. Ghostwriting: 10 published books on Amazon (all 5.0). Available for personal finance and business book ghostwriting. BACKGROUND: 25+ years in capital markets. Former CEO of SentimenTrader. Founded ExemptAnalyst (largest private research firm in Canada, acquired by Pinnacle). Director at Eiffel Peak Capital. MD at Pinnacle Wealth Brokers. VP at IA Clarington. Advised on $79M Wes-tower acquisition. Co-Host of The Dales Report (40K YouTube). Finance Instructor, University of Toronto. CFA, CFP, CIM, FCSI Fellow. My schedule fills up fast. If my status shows available, reach out now for a quick call to scope your project.

Top Rated / Max Fee = $350. Verification that I'm not a robot captcha XD: instagram: "@jerry.leong_" I'm the best deal you'll get in Upwork! Don't know who to pick out of the 50 proposals? Getting baited by personalized proposals that already talks about the job? It's probably AI responses you know! Only looking at US freelancers because you feel they're the best? I'm here to tell you that they likely are! But I'm equally as good! And cheaper! And Faster! Perfect if you're on a budget with a deadline. I am the man for the job! Not a Woman! It's just a distraction! Looking for just one person to make all your investor-ready business plan financial model and pitch deck? Well it's not me! Surely other freelancers offer that kind of service, but I think it's better if you hire one for each investor material (bplan, model, pitch deck), and a designer. Nowadays, AI can make financial models for you, but would you really leave it up to robots to make your financial model? I don't doubt that in the future AI can definitely compete with financial modelers but with me you don't have to worry about obvious and glaring mistakes! I can make you custom financial models tailored to suit your needs! I always build from scratch and don't use any templates! As part of great customer service, formatting and revisions will be free of charge. That's right! You will find that working with me will be painless and fun! Also, I don't talk technical like other financial modelers out there. Despite my affordable hourly rate, my product is luxurious. I create models that are easy to follow, work lightning fast, and my models are flawless. And when I mean lightning fast, I deliver my product immediately, within less than 3 days. Like Pizza hut, If it's late, it's free! Are you the person who: - Doesn't know how to make a financial model but needs or wants one ? I can help you! - Knows how to make a financial model but don't have the time or do not want to do it yourself? I can help you! - Already has a financial model but need to update or review it? I can help you! - Is working in finance that needs an analyst for a deal? I can helpy you! Are you the type of person who: - Wants to hire cheap freelancers but has high standards in work? Well my rate can be cheaper depending on our negotiations, as long as you will be a great client to me! I also take pride in my work so I always do my best! - Has Unlimited budget and don't want to take risks and waste their time? You will save a lot of money with me and can use that to buy yourself some nice things at Macy's or Amazon! - Something in the middle and looking for best value? Well that's my hourly rate! Best deal ever! If you need 3-statement models, Discounted Cash Flow (DCF), Scenarios, Sensitivity, Deal Assumptions, Valuations it's easy for me. I can even do Mergers and Acquisitions (M&A), Leveraged Buyouts (LBO). I can do detailed revenue and cost buids too should you want one. What sets me apart from other excel gurus is that I have the CFA charter, the globally recognized USA based gold standard education in Finance and Investment Industry. But so does everybody here in Upwork, right? Well I worked for a wall-street American M&A investment banker that moved in the Philippines for a year or so so I also have the kind of real-world experience that other freelancers here don't have. Also, unlike other freelancers, I have experience in diverse industries ranging from capital intensive heavy industries like power, energy, manufacturing, real estate to service industries like healthcare, agriculture, lending, media, to trending industries such as SaaS, AI, Fintech, App Making, Content Creators, etc. All of my clients doesn't seem to have any problems regarding my ability to make models with the requirements of their business model. When I'm not working, I like to sing, play basketball, video games like league of legends, factorio, and eat comfort food like pizza. Just asking for your Shopping money in return. Instead of spending it at Macy's or Amazon, it would make you feel better if you spend it on me! We both know that where I'm from that's a lot already (like one month's salary), so I really thank you in advance for hiring me. I'm available to work for you as soon as you hire me. And I only work with one client at a time. Your shopping money makes me feel like I can have whatever I like (you know, the song XD). And because you saved money, you can have whatever you like, yeah! XD Please message me if you want more samples, I only uploaded a few because it's my best work. 44+ clients already got their money's worth, and counting. Will you be the next? XD (smiley)

🎯 PhD researcher. Strategic thinker. AI-Native. IQ above 130. Academic Excellence in English. 🕰️ Available across EST, GMT, CET, GULF time zones regular working hours as needed. 🌍Numbers tell stories — and I've spent years learning to read them. I turn complex financial data into clear decisions. I help businesses and investors make smarter financial decisions with a 360° view of how businesses grow, struggle, and succeed. 💡My expertise includes: 📊 Financial Analysis and Company Valuation 💼 Investment Consulting — Startups & Stocks 🏦 Chief Accounting for SMEs 📈 Market Analysis & Business Consulting 🗂️ Project Management & Teaching ✍️ SEO Writing, Reporting & Presentations 🔍 Whether you need a seasoned eye on an investment, a clear-headed financial model, or a trusted advisor who delivers 🚀 I'm ready when you are. Let's talk.