Hire the Best Financial Services Freelancers in Bengaluru, IN

I have 15 years of experience in Salesforce. I am a Certified Salesforce Developer, Administrator, Consultant & Specialist with extensive experience in Sales, Service, Marketing, NPSP, Health, and Experience Clouds in Salesforce. I am a Top Rated Plus freelancer which belongs to the Top 1% Talent of Upwork. 𝐂𝐨𝐫𝐞 𝐬𝐤𝐢𝐥𝐥𝐬 𝐢𝐧𝐜𝐥𝐮𝐝𝐞: ✅ Salesforce Implementation ✅ Salesforce Administration ✅ Sales Cloud ✅ Service Cloud ✅ Financial Services Cloud ✅ Experience Cloud ✅ Marketing Cloud ✅ Salesforce Maps ✅ Flow Builder ✅ Reports & Dashboards ✅ Lightning Pages ✅ Data Migration ✅ CPQ ✅ Commerce Cloud ✅ Agentforce Additionally, I have expertise in Lightning web components, Lightning components, Lightning applications, Lightning Pages, Visualforce pages, HTML, JavaScript, CSS, and creating Reports and Dashboards using tools like Tableau and PowerBI. I am familiar with Salesforce1, Salesforce Customer 360, Salesforce Einstein, and Einstein Analytics, and integrating WhatsApp, as well as building Einstein chatbots and utilizing Salesforce Studio. In summary, my skillset includes a wide range of Salesforce technologies and tools, allowing me to handle various development and configuration tasks with proficiency and efficiency. 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬: ✅ Salesforce Certified Data Architect ✅ Salesforce Certified Integration Architect ✅ Salesforce Certified Development Lifecycle and Deployment Architect ✅ Salesforce Certified Field Service Consultant ✅ Salesforce Certified Tableau CRM and Einstein Discovery Consultant ✅ Salesforce Certified Sales Cloud Consultant ✅ Salesforce Certified Service Cloud Consultant ✅ Salesforce Certified Platform Developer II ✅ Salesforce Certified Platform Developer I ✅ Salesforce Certified Administrator ✅ Salesforce Certified Platform App Builder I am proficient and well-experienced in working with MNCs and have also worked with startups, working on tight schedules and delivering high-quality projects. I have a strong ability to effectively communicate with senior executives, understanding their business requirements and translating them into project specifications. I am skilled at efficiently implementing these requirements within tight deadlines, ensuring a high level of accuracy and attention to detail. I take full ownership of the entire solution, ensuring that every aspect is completed without overlooking any essential steps. 𝐇𝐚𝐧𝐝𝐬-𝐨𝐧 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞: ✅ End-to-end automation using Apex classes, triggers, flows, process builders, etc., ✅ Customize the metadata to facilitate the Business model. ✅ Install and configure tools like Zendesk, Twilio, Mailchimp, etc., ✅ Migrating data from different organizations using a unique technique with Python scripts. ✅ Prepare reports and Dashboards. 𝐃𝐨𝐦𝐚𝐢𝐧 𝐞𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞: Product-based, Insurance, Telecom, Real estate, Non-profit org, Entertainment industry, Online ticketing, Health care, etc., 𝐂𝐨𝐦𝐩𝐥𝐢𝐦𝐞𝐧𝐭𝐚𝐫𝐲 𝟑𝟎-𝐌𝐢𝐧𝐮𝐭𝐞 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧𝐬 Let's get on a call and I’ll tell you exactly how we can transform your enterprise's performance together. 𝐏𝐫𝐨𝐟𝐢𝐥𝐞 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: Salesforce Developer, Senior Salesforce Developer, Salesforce Consultant, Salesforce Administrator, Salesforce Architect, Salesforce Expert with experience in Salesforce Development, Salesforce Administration, Salesforce Integration, Salesforce Customization, Salesforce Setup, and Salesforce Optimization. Skilled in Salesforce Sales Cloud, Service Cloud, Marketing Cloud, CPQ, Commerce Cloud, Financial Services Cloud (FSC), Salesforce Einstein, Agentforce, Salesforce Data Cloud, Customer 360, CRM Development, and CRM Automation. Proficient in Salesforce Lightning, Lightning Web Components (LWC), Aura Components, Visualforce, Apex, Apex Triggers, Apex Classes, Batch Apex, Queueable Apex, Scheduled Apex, Future Methods, Screen Flow, Flow Builder, Trigger Flow, Process Builder, Validation Rules, Custom Objects, Custom Fields, Standard Objects, SOQL, SOSL, REST API, SOAP API, Platform Events, Named Credentials, OAuth, and Salesforce API integrations. Experienced with AppExchange, Managed Packages, Unmanaged Packages, Salesforce App Development, Experience Cloud, OmniStudio, Data Migration, Data Loader, Email Studio, Journey Builder, Automation Studio, Pardot, Einstein GPT, AI Chatbots, OpenAI and ChatGPT integrations, LinkedIn and Apollo integrations, Conga Composer, Conga Sign, Salesforce Maps, and High Velocity Sales.

 Ex Banker (Citibank, Mashreq)  Chartered Accountant  Financial Modelling Specialist  Pitch Deck Specialist  Strategic Planning, Budget & Valuation. I'm a seasoned banking professional with over 20 years of experience in strategic planning, financial and management accounting, regulatory reporting, and MIS. My background includes a successful tenure at Citibank and other multinational banks, where I spearheaded various initiatives and played a key role in financial management, strategic planning, and innovative projects. I am now a freelancer, offering my wide-ranging skills and knowledge to businesses looking to optimize their financial strategies and achieve sustainable growth. I specialize in financial modelling, business plan preparation, pitch deck creation, and investor presentations, among other services. My broad experience in the banking sector has equipped me with the precision, diligence, and foresight required to help businesses make informed decisions. My utmost pleasure lies in assisting businesses in making better decisions and watching them grow. Are you a business owner or entrepreneur who is struggling with any of the below-mentioned problems? • Is the complexity of financial modelling consuming more of your time than you'd like? • Do you find it challenging to ensure the accuracy of data when consolidating information from various sources? • How confident are you in forecasting your business's financial performance, especially in uncertain environments? • Do you ever feel that your lack of financial modelling expertise hinders your strategic decision-making? • How do you handle changing business landscapes and ensure your financial assumptions and projections stay up-to-date? • Have you faced difficulties incorporating different scenarios into your financial models for effective scenario planning? • Do resource constraints, especially in smaller businesses, impact your ability to dedicate time and effort to financial planning? • Is presenting complex financial information to stakeholders in a clear and understandable manner something you find challenging? If yes, look no further—I am here to address your financial modelling challenges and guide you towards strategic decision-making with confidence. I can offer you a range of financial services and contribute to your business's financial excellence, I'm here to support your journey. Are you a start-up company facing some of the below-mentioned problems while preparing pitch decks? • Story Clarity: Do you find it challenging to articulate a clear and compelling narrative that effectively communicates your business idea and its value proposition? • Content Prioritization: How do you decide on the most crucial information to include in your pitch deck while maintaining brevity and avoiding information overload? • Visual Appeal: Are you struggling to strike the right balance between visual elements and text in your pitch deck to keep your audience engaged without sacrificing professionalism? • Financial Projections: Do you face difficulties in developing realistic and persuasive financial projections that instil confidence in potential investors? • Market Understanding: How confident are you in demonstrating a deep understanding of your target market, competition, and the unique selling points that set your startup apart? • Adaptability: Is it challenging to craft a pitch deck that can be easily tailored for different audiences, whether they are potential investors, partners, or clients? • Consistency: Do you struggle to maintain a consistent and cohesive visual and messaging theme throughout your pitch deck? • Engagement: How do you ensure that your presentation captivates and maintains the attention of your audience, fostering interest in your business? • Handling Questions: Are you prepared to anticipate potential questions or concerns from investors and proactively address them in your pitch deck? • Differentiation: Do you find it challenging to clearly articulate what makes your startup distinctive and why it stands out in the market landscape? Having crafted numerous pitch decks for a variety of startups, I specialize in addressing the very challenges you might be facing. I ensure crystal-clear storytelling, adept content prioritization, and an engaging visual approach. My expertise in developing realistic financial projections, understanding market dynamics, and tailoring presentations for diverse audiences positions me to not only meet but exceed your expectations. Let's collaborate to make your pitch deck a compelling and impactful tool for your business success Please feel free to get in touch if you believe that my skills and experience align with your requirements or if you have any specific projects in mind. I'm here to provide you with the expert financial guidance your business deserves.

I help businesses automate lead generation, sales automation, marketing automation, customer onboarding, and internal operations with AI automation, GoHighLevel / GHL, Make, n8n, and Zapier. I build CRM automation and workflow automation systems that save time, improve response speed, and help convert more leads into paying customers. My focus is AI automation, CRM automation, and business process automation for businesses that want fewer manual tasks and better results. I design workflow automation systems for lead management, sales follow-up, appointment setting, lead nurturing, and customer journey automation. I work with GoHighLevel / GHL to build CRM automation for lead capture, follow-up, appointment booking, customer onboarding, and pipeline management. I use Make, n8n, and Zapier to connect apps, automate repetitive tasks, and create reliable workflow automation across sales, marketing, and operations. Services - GoHighLevel / GHL automation and CRM setup. - Make. automation for workflow automation and API integrations. - n8n automation for custom business process automation. - Zapier automation for lead generation and sales automation. - AI chatbot development and AI agent development. - OpenAI, ChatGPT, and Claude integrations. - API integration with Airtable, HubSpot, and other tools. - WhatsApp automation for lead follow-up and notifications. - Sales automation and marketing automation. - Customer onboarding, appointment setting, and lead nurturing systems. - Voice AI and VAPI automation. - Real estate automation for lead management and pipeline automation. What clients get - Faster lead response through AI automation and CRM automation. - Better conversion opportunities with workflow automation. - Less manual work in sales, marketing, and operations. - Cleaner handoffs between forms, CRM, email, chat, and calendars. - Scalable business process automation built for growth. I help businesses improve lead management, streamline operations, and build stronger sales and marketing systems with AI automation, GoHighLevel / GHL, Make, n8n, and Zapier. My process is practical: identify bottlenecks, map the workflow, and build automation that is simple, reliable, and easy to scale. If you need a dependable partner for AI automation, CRM automation, workflow automation, lead generation, or sales automation, I can design and implement the right system.

I help Retail, SaaS, Manufacturing, Healthcare, FinTech, and Construction/Engineering companies turn raw data into AI-driven decisions, predictive insights, and scalable analytics systems. Over the past 10 years, I’ve delivered data platforms, AI models, and BI solutions that have reduced inventory errors by 30%, improved forecast accuracy, lowered operational overhead, and enabled real-time decision-making for 50+ brands. Core Expertise 1. AI & Machine Learning Forecasting, Churn/LTV modeling, Pricing optimization, Underwriting risk models, NLP/LLM insights, Predictive maintenance. 2. BI & Decision Intelligence Power BI, Looker, Tableau dashboards; KPI frameworks; semantic modeling; executive reporting; self-service analytics. 3. Cloud Data Platforms & Architecture Snowflake, Redshift, BigQuery, Azure Fabric; DWH design; data lakes; scalable data modeling; performance optimization. 4. Data Engineering & Automation ETL/ELT pipelines, dbt, ADF, Airflow, API integrations, data quality frameworks, orchestration, CI/CD for data. 5. Strategic Analytics Consulting Roadmaps, architecture reviews, reporting frameworks, improving data maturity, identifying revenue/efficiency opportunities. Why Clients Choose Me • 10+ years experience across 6 global industries • Quantified business results from real-world implementations • Clear communication + fast execution • Ability to scale delivery via a small, specialized engineering & analytics team • AI-first approach to modernize analytics, reduce inefficiency, and unlock growth • Transparent documentation, clean architecture, and long-term maintainability If you need a partner—not just a freelancer—to architect, engineer, and deploy high-impact analytics or AI systems, I can help. Let’s build something that delivers measurable outcomes, not just dashboards. Ready to turn your data into a competitive advantage? Message me or invite me to your job posting — I respond within a few hours.

Turn your fragmented workflows into a high-performance digital ecosystem. With over 7+ years of deep-dive experience in the Microsoft ecosystem, I specialize in architecting SharePoint and Microsoft 365 solutions that don't just "work" they drive measurable business growth. Whether you are migrating legacy data to the cloud or building a custom-coded intranet from scratch, I bridge the gap between complex technical requirements and intuitive user experiences. --- Why clients partner with me: * End-to-End SharePoint Mastery: From On-Premise to Online migrations to complex OOTB and custom intranet portals. * Automation-First Mindset: I use PowerShell and Power Automate to eliminate repetitive tasks, saving your team hundreds of manual hours. * Custom Development: When "out-of-the-box" isn't enough, I build tailored WebParts and Teams Apps that fit your specific business logic. * Scalable Architecture: I don't just fix today's problem; I build systems that grow with your company. --- Core Competencies SharePoint | Migration (SPMT/Sharegate), Architecture, DMS, Custom WebParts Development | SPFx, Office 365 Dev, Teams App Dev, Frontend Design, Azure Foundry, Azure Power Platform | Power Apps (Canvas/Model-driven), Power Automate Administration | Azure AD, Microsoft 365 Admin, PowerShell Automation --- Proven Track Record * Seamless Migrations: Executed large-scale migrations from SharePoint On-Premise to SharePoint Online with zero downtime and full data integrity. * Custom Intranets: Designed and deployed user-centric Intranet Portals that increased employee engagement and streamlined internal comms. * Advanced DMS: Built robust Document Management Systems with automated tagging, version control, and custom permission levels. * App Integration: Developed custom Microsoft Teams applications to bring SharePoint functionality directly into the flow of work. --- Let’s Build Something Great Efficiency isn't just a goal; it's a requirement for modern business. If you are looking for a specialist who understands the "big picture" of the Microsoft stack while maintaining an eye for the smallest technical details, let’s talk. ---

As a Business Consultant, I leverage my certification in Data Analytics and my postgraduate management degree in Finance and Marketing to provide high-quality solutions for various clients across different domains. I have over 10 years of experience in research, finance, and project management, with a focus on feasibility studies, business plans, pitch decks, financial analysis, and underwriting of real estate properties. Currently, I am working on multiple projects that involve IT financial management, budget reconciliation, financial discrepancy identification, and project management for different clients. I also have experience in investor relations, fintech, and knowledge transfer software segments. My mission is to help clients achieve their business goals and optimize their performance through data-driven insights and strategic recommendations. Ongoing Projects 1. First-level underwriting of single-family and multi-family properties in the US for multiple clients. 2. Monthly ITFM (IT Financial Management) and Budget reconciliation for Signant Health. 3. Identifying financial discrepancies during the period of COVID for an e-education portal. 4. Project Management and research work for a client based in Germany. 5. Detailed tech research and content creation (white papers) for a client based in the US. 6. Preparation of multiple short pitch decks daily for a Will management company based in Australia. 7. Multiple short-term projects involving preparation of financial presentations and reports, pitch decks, business plans, project management, content creation, data analytics, research, feasibility reports, etc. I have an efficient and highly skilled team to assist in the execution of the above projects. Financial Analysis, Research, and Project Management Upwork · Freelance Aug 2013 - Feb 2021 · 7 yrs 7 mos Bengaluru, Karnataka, India · Remote • Project management and handling of a team underwriting over 80 single-family properties daily for a period of 3 months. • Project Management involving coordination with tech partners for implementation of fintech projects and Research Analysis involving high-level research of financial software. • Preparation of a Business Plan and Pitch Deck for a client in the Knowledge Transfer software segment. • Investor research and Account Management for a Private Equity firm engaged in sourcing investors for firms in growth - stage in the Silicon Valley. • Investor research and Account Management for a Venture Capital firm engaged in sourcing investors for firms in the seed/early stage. • First-level underwriting of single-family and multi-family properties in the US for multiple clients. (2019 onwards) • Research and content development for a corporate trainer. • Strategic and marketing advisory services for a blockchain firm. • Consultancy services for multiple start-up projects • Preparation of an Offering Memorandum for a property transaction. • Developed a financial model for an e-vehicle project. • Preparation of a Pitch Deck for a freelancing platform. • Equity-based research and client portfolio reporting. • Detailed study and report on the Foreign Portfolio Investor (FPI) segment in India. • Periodic composite ranking of stocks using customized software and backtesting. • Developed 200+ work plans in the Project Management and Marketing sectors. • Research on African Pharma Industry companies specialized in various segments based on certain specific criteria. • Quantitative and qualitative research on the MICE (Meetings, Incentives, Conventions & Exhibitions) industry in South Africa and other African countries as part of a feasibility study being undertaken for a client interested in investing in convention centres in Africa. • Publication update – Updating 2017 information on 10 Asian countries concerning the MICE industry in terms of the general economy, top venues, their developments, top organizers, and MICE industry growth. In-depth research on all events organized in these countries concerning the number of exhibitors, visitors, exhibition area, YOY growth, etc. • Research on Food & Beverage wholesalers across various segments in Germany and updating the Food & Beverage industry figures of 15 countries from different government sources for various years. Senior Executive (Infrastructure Consultancy & Corporate Finance, M&A) Fortress Financial Services Ltd. · Full-time Jun 2007 - Aug 2009 · 2 yrs 3 mos Mumbai Area, India •Research on  real estate, road, airport, railways, and hospitality sectors in India  • Location Analysis, Commercial & Financial Feasibility of multiple projects • A Report on India: An Economic Power House  • Preparation of bid documents for Airport projects • Actively involved in M&A and JV assignments  • Successfully mentored 3 summer trainees on their summer internship projects • Preparation of business plans.