Hire the Best Fintech Consulting Professionals

Hello, I am Mauricio! I’m an executive, strategist, and content creator with over 15 years of experience leading innovation across digital banking, crypto, and cross-border payments. I help Web3, fintech, and financial platforms grow through regulatory strategy, business development, and high-impact content. What I bring to your project: 🔹 Crypto & DeFi Expansion – I led the expansion of Globiance into 11+ countries, securing one of the first Bitcoin/crypto licenses in El Salvador and enabling over $1B in potential deal volume across LATAM and Europe. 🔹 Strategic Partnerships – Built ecosystems from scratch, forged alliances with banks, governments, and top-tier CEXs (including Binance, OKX, MEXC), and led joint campaigns with major crypto brands and influencers. 🔹 Content with Industry Insight – I’ve written over 1 million words published across FXStreet, FX Empire, Bitcoin Magazine, and institutional blogs. I specialize in turning complex blockchain and financial topics into clear, engaging narratives—articles, landing pages, video scripts, newsletters, FAQs, and more. 🔹 AI & Product Innovation – I work on AI-driven content and product development, including automation and language generation tools applied to fintech and education platforms. 🔹 Proven Track Record – Inventor of the FXStreet Currency Sentiment Poll, used by thousands of traders and financial institutions globally. Led the launch of fiat/crypto hybrid platforms at GlobiancePay with compliance-ready infrastructure. If you're looking for someone who understands the technology, regulation, and storytelling behind financial innovation—I can help you build it, explain it, and scale it. In 2026, as alternative settlement infrastructure becomes critical and de-dollarization accelerates globally, I help fintech companies navigate this shift through strategic positioning, institutional partnerships, and high-impact content that educates markets and builds trust. Let’s connect and bring your project to life. Mauricio

Technical Business Analyst, Product Manager & Project Management Consultant with 16+ years of experience delivering data-driven digital solutions in 4 core industries: 🔹Banking 🔹Fintech 🔹Insurance 🔹Human Resources My tenure with Tier-1 organizations like JP Morgan Chase ( 7 Years) , Capgemini (4 Years ) , and Aon Hewitt (2 Years) has endowed me with: 🔹Deep domain expertise 🔹A proven track record of driving results in high-stakes enterprise environments I specialize in: 🔹Evaluating systems, processes, and user experiences 🔹Bridging the gap between business stakeholders and technology teams 🔹Translating ambiguous business problems into clear, structured requirements, process designs, and actionable delivery plans Whether you need: 🔹 A Business Requirements Documentation (BRD) crafted from scratch 🔹 Functional Requirements Documents (FRD) 🔹 User Stories & Acceptance Criteria 🔹 Agile/Scrum Documentation 🔹 An Agile team led through a complex sprint cycle 🔹 A system implementation managed end-to-end 🔹 UAT Planning & Support 🔹 Process Flow Diagrams 🔹 Gap Analysis 🔹 Data Mapping & Workflow Documentation 🔹 Stakeholder Communication 🔹 Project Coordination & Delivery Support I bring structured thinking, strong communication, and enterprise-level execution to every engagement. 𝗞𝗘𝗬 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘 📌 Business Analysis Requirement Gathering • Functional Analysis • Documentation • Technical Writing • Workflow Analysis • Process Improvement • UAT • Functional Testing • Production Support • Business Process Design • SOPs • Roadmap Delivery 📌 Agile & Project Management Sprint Planning • User Stories • Backlog Management • Stakeholder Management • Risk Assessment • Status Reporting • Vendor Coordination 📌 Domain Expertise Banking • Credit Cards • Fintech • Insurance • HR Systems • Clinical Research • Data Management 📌 Data & Technical Skills SQL • SAS • Informatica • Teradata • ETL • Data Mapping • Data Quality • Reporting 📌 Tools & Platforms Jira • Confluence • MS Excel • MS Project • SharePoint • Tableau • Power BI • Salesforce CRM • ERP Oracle HCM, SAP HR 📌 Methodologies Agile • Scrum • Waterfall • SAFe ✅ Why clients work with me: ✔ I offer a unique combination of Business Analyst, Project Manager, Product Manager, Client Engagement Manager, Client Interview, Operation Consultant, Operation Manager, Business Manager, Technical Business Analyst, Operation Team Member, Business Development Manager and communication leadership roles which are typically handled by separate resources. ✔I serve as a central coordination partner across clients, stakeholders, and delivery teams — simplifying collaboration and improving execution efficiency across projects. ✔ Clear and structured documentation ✔ Strong business-to-technology communication ✔ Enterprise project experience ✔ Reliable stakeholder management ✔ Fast learning and problem-solving ability ✔ Detail-oriented delivery approach In addition to delivery roles, I have participated in hiring panels, helping organizations evaluate candidates and align talent with business and team needs. Clients consistently value my ability to clarify complex requirements, bridge business and technology teams, and drive projects towards successful outcomes, as reflected in my portfolio items Let’s discuss how I can help streamline your requirements and bring delivery excellence to your next project. Thank you!

I’m a financial writer, content strategist, and creative marketer with 5+ years of experience working with fintech startups, SaaS companies, and solo professionals. My work spans blog writing, SEO strategy, email marketing, UX copy, brand messaging, and creative asset design. I’ve led content at Finny (now part of Origin) and worked with platforms like Teller, Clair, and SuperMoney. I’ve managed newsletters for 70k+ subscribers, developed SEO content systems, built product onboarding flows, and created ad/social visuals in Figma for growth campaigns across Meta, LinkedIn, and Google. My writing covers a wide range of personal finance and business topics—investing, retirement, crypto, credit, taxes, insurance, estate planning, and small business—plus the deeper intersections of fintech, product, and marketing. I’m looking for thoughtful, long-term client partnerships where clarity, quality, and performance all matter. Rates are flexible depending on scope, with per-word pricing starting at $0.10.

I'm a Senior Product Manager with 5+ years building and scaling fintech products. At Jupiter (India's $600M neobank), I: - Increased first-time user activation by 31% through rapid experimentation - Built experimentation infrastructure now used across all product teams - Ran 50+ behavioral user interviews to uncover platform activation insights - Scaled product from 0 to 3M users I specialize in: ✓ Product strategy & roadmapping (0-1 and 1-10 products) ✓ Growth optimization (activation, retention, engagement) ✓ User research & behavioral insights ✓ Rapid experimentation frameworks I work best with early-stage startups (Seed to Series B) who need strategic product thinking, data-driven experimentation, and user-first design. What I can help with: - Product audits & strategic recommendations - Growth experiment design & analysis - User research (behavioral interviews, surveys) - Product roadmapping & prioritization Let's talk if you're building something meaningful and need a PM who thinks strategically and moves fast.

I bridge deep financial expertise with advanced software engineering to build custom, scalable tools for the modern financial sector. As a Financial Analyst and Certified FRM with dual advanced degrees (MBA and Master's in Finance), I don’t just analyze market data I build the software infrastructure that turns complex quantitative models into intuitive, user-friendly applications. Feature Project Showcase: Live FinTech App To see the caliber of application I build, feel free to look at an example of my work: portopt.vercel.app It is a comprehensive Portfolio Optimizer and Equity Valuation Tool built from the ground up. It wraps institutional-grade quantitative logic into an intuitive, seamless interface, making complex financial modeling instantly accessible and actionable for any user. What I Build & Deliver Custom Full-Stack Financial Apps. I build tailored web applications designed to solve specific operational, analytical, or data bottlenecks for financial professionals and institutions. AI-Driven & Quantitative Tools. I specialize in building highly accessible software from the ground up. For example, I developed a comprehensive Portfolio Optimizer and Equity Valuation Tool with an intuitive, seamless user interface that makes complex quantitative analysis usable for anyone. Advanced Financial Modeling & Risk Analysis. Hardcoded, robust logic for asset valuation, volatility forecasting, and portfolio risk management, shifting your operations away from fragile, slow spreadsheets. Interactive Visual Solutions. I Developed modern user interfaces and dashboards that beautifully visualize yield evolution, risk metrics, and portfolio performance. My Tech Stack & Toolkit Instead of relying on rigid, third-party platforms, I write clean code to build proprietary solutions: Languages & Frameworks: Python, SQL, R, and modern Full-Stack Web Development technologies. Data & Optimization: Advanced quantitative modeling, risk analytics (FRM standards), and predictive framework development. UI/UX: Intuitive interface design built specifically for financial users who need clarity at a glance. How We Will Work Together I don’t just take a prompt and disappear. I listen closely to your ultimate business objectives, dissecting your massive financial challenges into logical, manageable subtasks to execute a clear roadmap. I thrive on keeping you updated throughout the development lifecycle, ensuring the final software perfectly aligns with your specific workflow. My background in institutional finance means I have zero tolerance for calculation errors or missed deadlines. I don’t just build what you ask for I actively suggest better architectural approaches or quantitative models if I see an opportunity to improve your tool's performance and scalability. Let’s stop wrestling with manual data entry and build a proprietary solution tailored to your business. Hit the "Message" button to discuss your project.

$80M+ in transactions closed. If you need institutional-grade investment banking or equity research - pitch decks that raise real capital, financial models built to Wall Street standards, M&A advisory, or institutional research - you're in the right place. I'm a CFA Charterholder and FRM with 12+ years running RedeFin Capital, a boutique investment banking and equity research firm. I previously served as Director of Capital Markets at one of South India's largest real estate developers. My work has been used by hedge funds, asset managers, and institutional investors across the US, Europe, and Asia - not produced for templates, but for live transactions. I also run Kedge Research, the proprietary institutional equity research arm of RedeFin Capital, delivering initiating coverage, M&A screening, sector notes, and blue books to global fund managers. WHAT I DELIVER: 📊 Pitch Decks & Investor Presentations - battle-tested decks used in actual fundraising rounds from seed to Series D 📐 Financial Models - 3-statement, DCF, LBO, SOTP, merger models built to institutional standards 🔍 Equity Research & Blue Books - initiating coverage, sector notes, and M&A target screening for hedge funds and asset managers 🤝 M&A Advisory - deal structuring, CIMs, teasers, valuation, and negotiation support 💼 Fundraising Strategy - investor targeting, outreach, and mandate management across equity, debt, and structured finance 📋 Business Plans & Feasibility Studies - for startups and growth-stage companies seeking bank or investor approval SECTOR COVERAGE: Technology, Real Estate, Energy & Utilities, Healthcare, Industrials, Consumer, Financial Services, SaaS, D2C, AgriTech PROOF: ✅ $80M+ closed across equity, debt, and structured transactions ✅ $500M+ active pipeline across current mandates ✅ 200+ pitch decks, financial models, and equity research reports delivered ✅ Client engagements with Piper Jaffray, Lake Street Capital Markets, and institutional investors globally ✅ CFA Charterholder | FRM | IIM Lucknow (MBA) | IIT Madras (B.Eng) | Bloomberg Champions Program ✅ International speaker at capital markets forums Scroll down to see portfolio case studies with real deliverables - actual transaction documents and research reports, not mock-ups. Message me with a brief description of your transaction, research, or project and I'll respond within a few hours. Let's move your deal forward.