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$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.

Raising capital? Managing runway? Building a financial model for investors, lenders, or strategic decision-making? I help startups, SMEs, and growing businesses build investor-ready financial models, forecasts, dashboards, and reporting systems that turn numbers into actionable business decisions. With 13+ years of experience and 250+ completed projects, I have supported companies across SaaS, healthcare, real estate, infrastructure, e-commerce, and professional services with: ✔ Financial Modeling & Forecasting ✔ FP&A (Financial Planning & Analysis) ✔ Cash Flow Forecasting & Runway Analysis ✔ Fundraising & Investor-Ready Models ✔ 3-Statement Financial Models ✔ SaaS Metrics (MRR, ARR, CAC, LTV, Churn) ✔ Budgeting & Strategic Planning ✔ Board & Investor Reporting ✔ Business Valuation & DCF Analysis ✔ KPI Dashboards & Management Reporting ✔ Excel, Power BI, Python & Reporting Automation Recent engagements have included fundraising models, board reporting frameworks, forecasting systems, valuation models, acquisition analysis, and automated reporting solutions that improve visibility into business performance and support strategic growth initiatives. Why clients work with me: • FMVA® Certified Financial Modeler • 13+ Years of Finance & FP&A Experience • 250+ Successful Projects Delivered • Top Rated Upwork Freelancer • Strong Focus on Accuracy, Transparency, and Business Impact Whether you need a robust financial model, ongoing FP&A support, investor reporting, or a strategic finance partner, I can help you build the financial clarity needed to make confident business decisions. Let's discuss your project.

5 production RAG systems. 3 zero-downtime platform migrations. Millions of users served. I'm a Full Stack AI Engineer with 5+ years building enterprise AI systems — and I lead a senior engineering team across AI, backend, and cloud infrastructure. THE PROBLEM I SOLVE: Most contractors deliver working demos. I deliver working systems. The difference is production observability, failure recovery, compliance posture, and documentation your team can maintain six months after handoff. WHAT I'VE SHIPPED: - Graph RAG and Contextual RAG on Azure AI Search — 35% improvement in document groundedness, p95 latency held under 800ms across 100,000+ document corpora - LangGraph multi-agent pipelines — autonomous decision workflows with LangSmith observability, cutting silent production failures by 50% - ETL pipelines across 5+ heterogeneous data sources — 60% reduction in data refresh latency through async batch processing - Zero-downtime migration of 2 live B2B platforms serving millions of active users — zero production incidents, delivered on schedule - Redis caching and API optimization — 40% response time reduction, eliminated redundant LLM inference spend WHAT I BUILD: AI and LLM Systems Production RAG pipelines (Graph RAG, Contextual RAG, Hybrid BM25 and Vector), LangGraph multi-agent workflows, LangSmith evaluation, prompt engineering, Azure AI Search and OpenAI integrations. Backend and APIs Python, FastAPI, Django, Node.js — microservices, REST and GraphQL, WebSockets, Celery, Redis, with observability baked in from day one. Data Infrastructure ETL pipelines, PostgreSQL, Cosmos DB, MongoDB, Redis, DynamoDB — built for the throughput your use case actually requires. Cloud and DevOps AWS, Azure, GCP — Docker, Kubernetes, Terraform, CI/CD pipelines that catch issues before they reach production. Security and Compliance OAuth2, OIDC, SSO, RBAC, audit trails — architecture aligned with SOC 2, HIPAA, and GDPR. WHY CLIENTS CHOOSE ME: - Battle-tested | 5+ years in corporate environments — not side projects, not demos - End-to-end ownership | Design through deployment through handoff documentation - Senior team, one point of contact | AI, data, and cloud specialists coordinated by me - No surprises | Transparent timelines, honest scope, steady progress you can track If your AI system needs to survive production — not just impress in a demo — message me. I'll tell you in the first conversation whether I'm the right fit.

Overview: With over £15 million secured for startups and SMEs, I deliver end-to-end grant and financial strategies that transform businesses. From breakout innovations to global Olympic partnerships. My results include funding software now used in stadiums worldwide and supporting clients from “lockdown” beginnings into market leaders. As a PhD-level professional with 14 years’ experience, I specialise in winning high-scoring Innovate UK grants and major awards across UK, European, US, and Australian funding cycles. Clients benefit from my insider expertise as both a seasoned grant writer and grant assessor. My approach is perfectionist: every application is aligned to the highest-scoring rubric, and I work as an extension of my client’s team. If we don't think you will win, we will not recommend you apply. It's that simple. What Sets Me Apart: Full-scope financial strategist, integrated with accountants, R&D tax experts, and patent specialists, clients instantly access a comprehensive funding suite. Long-term, retainer-based relationships: I act as a full funding department for organisations lacking internal resources, providing a “plug-and-play” solution with continual funding alerts and seamless application cycles. Ethical practices: hourly rates, no hefty deposits, and transparent pricing. I believe world-changing innovations deserve world-class support, regardless of size or sector. Expertise in challenging fields, from biotech and cancer therapeutics to software and arts. Transformation stories: Helped startups win multiple grants in a single Innovate UK contest, then scale to Olympic-level partnerships. Secured crucial cancer research funding and supported international research consortia over multiple European countries. Target Clients: SMEs, startups (Barclays Eagle Labs partner), nonprofits, international business groups, and R&D consortia seeking UK, EU, US, or Australian funding. Services: Comprehensive grant search and management Full grant write-up and editing (to “winning standard”) Financial strategy sessions for investor readiness Investor introductions and consortia building Retainer programs for hands-off funding management Hourly consultations and flexible packages for every budget Mission: I advocate for clients with world-changing ambitions. My mission is to make funding accessible, stress-free, and strategically sound, whether supporting a global tech launch or mentoring a new charity.

Finance doesn’t need to be complex — just clear. I partner with founders, CFOs, and decision-makers to bring order to the chaos: automating reporting, decoding numbers, and transforming data into strategy. Whether you're preparing for board meetings, investor due diligence, or scaling operations — I help you lead with financial clarity. ⚡ Why Clients Choose Me First ✅ 35,000+ hours in Excel & financial storytelling ✅ Qualified Chartered Accountant (ICAI) — US CPA Equivalent ✅ 10+ years with global firms: D.E. Shaw, Deloitte, Moore Stephens ✅ Certified QuickBooks ProAdvisor ✅ FP&A specialist trusted by hedge funds, FMCG, chemicals, oil & gas, and more I specialize in two things: 📊 Spreadsheets and 🧠 decoding financial statements When others get lost in the data, I see the story — and I make sure the right people hear it. 🔍 Management Reporting & FP&A (From $20/hr) ✅ Board-ready packs: P&L, Balance Sheet, Cash Flow (Budget vs. Actual) ✅ Automate reports using G-Accon + Excel magic ✅ 13-week & 26-week cash forecasts for confident decision-making ✅ KPI dashboards, revenue/inventory analysis ✅ Margin, breakeven, and variance analysis to uncover gold 📈 Financial Modeling & Valuation (From $20/hr) ✅ Investor-grade dynamic models (CFI standard) ✅ Structure: Inputs > Calculations > Outputs > Summaries — clean & elegant ✅ DCF, Comparable, and Transaction-based valuations ✅ Multi-entity, multi-currency models with scenario analysis ✅ Visual storytelling for pitch decks and strategic presentations 🧾 Accounting & Controllership (From $15/hr) ✅ Full-spectrum accounting process optimization ✅ Platforms: QBO, Xero, Zoho Books, G-Accon automation ✅ IFRS mastery (including IFRS 9, 15, and 16) ✅ Complete balance sheet cleanup: bank, AP/AR, inventory reconciliations ✅ Seamless workflows: Google Sheets, Excel 365, Notion & Docs What Drives Me Whether I’m cycling through mountain roads or automating dashboards at midnight — I’m in my flow. Data excites me. Excel empowers me. I believe in simplifying complexity, uncovering beauty in structure, and helping my clients move faster with financial clarity. 📩 Let’s Collaborate Need clean books, strategic insights, or investor-grade models? Let’s build something extraordinary — together.

I help companies build finance systems that turn complex data into clear decisions. From financial models and forecasting tools to automated reporting and Power BI dashboards, I design solutions that improve visibility, control, and decision-making across finance and operations. I’m Jose, a Financial Modeling, FP&A, and Business Intelligence specialist with 5+ years of experience supporting finance, strategy, and operational teams in complex business environments. My background combines financial analysis with data engineering and automation, which means I do not just build spreadsheets or dashboards. I build connected financial systems that continue to work as your business grows. My experience includes building and improving tools for budgeting, forecasting, cash flow, P&L analysis, cost control, CapEx planning, KPI reporting, and executive-level performance tracking. I have also worked in a demanding corporate finance environment at Avianca, where accuracy, traceability, and speed were critical for decision-making across multiple stakeholders. I can help you with: • 3-statement financial models • Budgeting, forecasting, and scenario planning • Cash flow, profitability, and variance analysis • FP&A reporting and executive dashboards • Power BI dashboards for finance and operations • Excel, Power Query, SQL, and Python-based data models • Finance data automation with Power Automate and Office Scripts • AI-enabled workflows for reporting, analysis, and process improvement What makes my work different is that I understand both the financial logic and the data infrastructure behind it. I can translate business drivers into structured models, connect those models to clean data pipelines, and turn the output into reporting that leadership can actually use. I work well with founders, finance leaders, and cross-functional teams that need more than a template. I build tools that are practical, scalable, and tailored to the way the business really operates. If you need a freelancer who can combine financial rigor, business understanding, and modern automation, I can help you build a system that saves time, improves accuracy, and supports better decisions.