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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.

Proofreading Done Properly. Founder | Proper Proofreading, LLC I’m Renata, a licensed CPA and Certified Master Proofreader specializing in concierge-level Financial Statement Quality Assurance (FSQA) and technical editorial review for CPA firms, auditors, and finance professionals. With 18+ years of corporate finance across highly regulated industries, I bring something rare to the table: Accountants don't proofread. Proofreaders aren't technical experts. I bridge that gap. I ensure your financial statements and audit deliverables are clear, consistent, compliant, and client-ready. My work helps CPA firms reduce review cycles, maintain accuracy, uphold professional credibility, and streamline internal quality control to deliver polished, professional reporting that is compliant with industry standards. What I Do Best: Financial Statement Quality Assurance (FSQA) • Balance sheets, income statements, cash flows • Notes to financial statements and disclosures • Footnotes, leases, contingencies, PP&E • Editing for clarity, consistency, and completeness • Cross-checking numbers, references, dates, and terminology • Ensuring professional formatting and clean presentation quality • Final "review-ready" polish before delivery Audit & Assurance Documentation • Auditor’s reports and opinion letters • Review and compilation reports • Engagement and management representation letters • SOC reports and internal control documentation GAAP/GAAS-Aligned Editorial Review • Consistency with ASC references and AICPA conventions • Professional business English • Eliminating ambiguity, redundancy, and narrative errors • Consistent formatting and terminology across documents Business & Professional Documents • Budget narratives and financial summaries • Executive communications and board-facing materials • Policies, procedures, internal memos • White papers, proposals, presentations, and reports • Advertising, marketing, social media content AI-Refined Financial Content • Reviewing, editing, and providing feedback on AI-generated summaries, memos, and reports • Ensuring tone is professional, natural, and client-ready • Preserving technical accuracy while improving clarity My Signature Proper Proofreading Protocol™ Initial Scan – High-level flow, structure, and red flags Technical Accuracy Review – Numbers, labels, cross-references, consistency Grammar & Mechanics – Punctuation, capitalization, orthography, sentence clarity Style Alignment – AICPA, GAAP terminology, formatting, firm preferences Continuity Pass – Ensure clean layout, correct sequencing, and smooth readability Delivery – Clean file + tracked-changes file with concise notes Why Clients Choose Me: • Licensed CPA with deep understanding of financial reporting • Certified Master Proofreader with editorial precision • 18+ years in FP&A, reporting, budgeting, and operations for enterprise, publicly-traded, and highly-regulated industries • Comfortable with GAAP, GAAS, audit terminology, disclosures, and ASC references • Strong focus on consistency, logic, formatting, error detection, and quality presentation • Concierge-level service: professional, discreet, and reliable • Expedited turnaround available Tools & Style Guides • Microsoft Word + Track Changes • Adobe/PDF markup • Excel cross-checking and macros • Style: AICPA/ASC, FASB/GAAP, PCAOB, firm-specific templates Let’s Work Together! If you need polished, compliant, and client-ready financial statements or assurance documents, I’d be honored to support your firm. Send me a message with your timeline and document type — I’m happy to review a sample and see if my services are a good fit for your needs.

I’m a graduate student in Human Resources Management at Rutgers University–New Brunswick, and I work as an Operational Analyst on Wall Street. My background is rooted in employment law, HR strategy, and making organizations work better for people. I’m comfortable breaking down complex problems and turning them into real, practical solutions. I write clearly, think analytically, and always keep people at the center of my work. On campus and in the workplace, I’ve stepped into leadership and operational roles, balancing policy with fairness and paying attention to the way people actually interact. Folks know me for tackling problems thoughtfully and staying adaptable. I like structure, but I’m creative when I need to be. I’ve worked on projects like redesigning a mail marketing system for a financial firm, building out professional case studies, and I’ve kept up creative writing as a passion. I’ve made the Dean’s List at Rutgers four times in a row, volunteered for four years at St. Peter’s University Hospital, and I’m a member of the National Society of Leadership and Success. I’m also a Johns Hopkins CTY alum. I’m looking for roles that sit where creativity, people operations, and analytics meet. That’s where I think I can make the biggest difference—places where clear thinking, strong values, and a focus on people really shape how organizations grow.

--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

I have been a professional financial industry, insurance, and real estate, fintech, medtech and healthcare industry journalist and marketing writer since 2000. I cut my teeth as a staff reporter for Mutual Funds Magazine, then one of the FORTUNE Group titles at Time, Inc., I also have MARCOM agency experience as a creative and as a director of business development. My strengths are in investing, insurance, HR, employee benefits, personal finance, and healthcare related content. Where possible, I leverage AI technology to help keep client costs down. I'm well ahead of most writers in this regard, who haven't caught up with best practices in using ChatGPT, Claude, and related technologies. I've been published by Time, Inc., the Journal of Financial Planning, as well as outlets like NerdWallet, SeekingAlpha.com, Bankrate, WealthManagement.com, Healthcare Business Review, CIO.com, ValuePenguin.com, Nasdaq.com, Life & Health Pro, ThinkAdvisor, and many others. I've ghostwritten multiple books on personal finance, estate planning, real estate, insurance/risk management, and HR topics. Additionally, I've written or ghostwritten countless white papers, newsletter articles, blog posts, custom publishing projects and e-books. I'm also a 23-year Army veteran with a combat deployment and multiple company command tours. Thank you for your time and attention, and I look forward to working with you! Jason Kailua, Hawaii

I am a financial writer/editor with experience as a reporter for business publications and a writer for financial companies. My experience includes business journalism and investment writing at asset management firms. I can tailor copy for institutional, retail, and wealth markets. I have completed 46 jobs for Upwork clients. As a corporate writer at asset management firms and a leading private bank, I have produced many materials, including fund reports, bylined articles, PowerPoint presentations, client newsletters, web copy, and blog posts. I also edited a 293-page book called Wall Street Back to Basics by Alex Gavrish and recently edited an article for financial company Robinhood. For Upwork clients, I have written several blog posts about personal finance for a financial planner’s website and helped create a newsletter about fixed income for a financial company. I can work with your firm to communicate complex financial concepts to clients and potential clients through thought leadership pieces, web content, white papers, and ghostwritten articles. As a corporate writer at financial firms, I have produced many different types of materials: • Blog posts • Investment commentary • Ghostwritten articles • Articles for newsletters and quarterly magazines • Macroeconomic commentary • PowerPoint presentations • Annual and semiannual fund shareholder reports • Web copy