I partner with CEOs and Founders to institutionalize their financial architecture. With 15+ years of corporate rigor (ACCA) and the lived experience of co-founding and scaling two successful businesses, I bridge the gap between "running the numbers" and "driving the business."
Most companies don't need another spreadsheet; they need a Financial Engine that supports aggressive scaling without breaking. I specialize in building "Board-ready" systems that provide total visibility into unit economics, cash-flow cycles, and long-term valuation drivers.
Core Pillars of My Partnership:
Strategic Financial Architecture: I don't just build models; I institutionalize systems. From 3-statement integrated models to complex multi-currency forecasting, I ensure your data is clean, scalable, and audit-ready for investors, banks, or M&A.
Fractional CFO & Advisory: Leveraging my background as a former founder, I provide commercially grounded guidance on capital deployment, margin optimization, and "Build vs. Buy" acquisition strategies.
Systems & Digital Transformation: Acting as the high-level liaison between Finance and IT. I ensure ERP implementations (SAP, Hyperion, D365) and BI dashboards (Power BI/Tableau) actually serve executive decision-making, not just data collection.
Why Strategic Leaders Partner With Me:
The Founder’s Lens: I’ve managed my own P&Ls through growth and exits. I understand that a model is only as good as the operational reality it reflects.
Corporate Excellence: ACCA qualified with a Big 4 mindset. I bring standardized, rigorous methodology to every engagement.
Outcome-Driven: I focus on institutionalizing value. Whether it's preparing for a 5-year impact report or managing a multi-market E-commerce CFO role, my goal is to leave your business stronger than I found it.
Engagement Focus:
I focus on long-term, high-impact strategic partnerships and fractional leadership. I do not provide "quick fixes" or task-based support; I build the financial infrastructure that enables your next phase of growth.
Financial Report
Performance Optimization
Microsoft Dynamics 365
Process Improvement
Strategy
Data Migration
SAP Business Planning & Consolidation
Management Consulting
Workday Adaptive Planning
Implementation
Agile Software Development
Financial Variance Analysis
Financial Management
Financial Reporting
Ahsan S.
London, United Kingdom
$75/hr
4.9
43 jobs
Helping businesses simplify and secure their IT environments using Microsoft 365 and virtual desktop solutions.
With over a decade of experience, I specialise in designing, deploying, and managing Microsoft 365, Azure Virtual Desktop (AVD), and Citrix environments — with a strong focus on performance, security, and cost-efficiency. I also have deep expertise in Citrix NetScaler (ADC) to ensure high availability, secure access, and optimised traffic management.
I work with SMB and enterprise clients across the UK, US, and international markets, with experience supporting managed services, professional services, and healthcare.
Services I Offer:
• Microsoft 365 Solutions for businesses
• Citrix Virtual Apps and Desktops deployment and optimisation
• Azure Virtual Desktop (AVD) design, rollout, and support
• Nerdio Manager for Enterprise & MSP configuration and cost control
• Citrix NetScaler (ADC) setup – including Gateway, Load Balancing, and SSL VPN
• Hybrid environments – integrating on-prem with Azure
• FSLogix configuration and storage optimisation
• Secure remote access, MFA, and identity integration with Azure AD
• Troubleshooting, health checks, and performance tuning
About Me:
• 10+ years of hands-on experience
• Microsoft, Citrix, and Nerdio certified
• Practical expertise across both cloud and on-prem environments
• Strong communication and a client-focused approach
• UK-based and flexible with international time zones
Let’s connect to discuss how I can help streamline and secure your virtual desktop infrastructure.
Office 365
Citrix Virtual Apps & Desktops
VMware vSphere
Microsoft Active Directory
Microsoft Windows
System Administration
VMware ESX Server
Citrix
Managed Services
Virtual Desktop Infrastructure
Citrix ADC
SSL
Microsoft Exchange Online
Technical Support
Microsoft Azure
Tamara M.
London, United Kingdom
$295/hr
5.0
66 jobs
Pricing strategist with 10+ years of experience in pricing and promotions for digital businesses. Helped over 100+ founders and businesses build or refine their pricing strategies. Specialized in SaaS and ecommerce.
Built and managed pricing and promotions strategies for Groupon - $32M in revenue under management. Built pricing strategy and operations from the ground up for a Financial Times' Fastest growing startup (LoveCrafts) - £25M in annual revenue. Experience in businesses with 30,000+ SKUs and pricing across 15+ international regions.
Built pricing strategies including:
- Market leader (EDLP)
- Market follower (EDMP)
- High low
- Premium
Pricing experience in:
- Pricing strategy
- Pricing analysis
- Price optimization
- Product monetization
- First party pricing
- Marketplace pricing
- Competitor analysis
- B2C pricing
- B2B pricing
- SaaS pricing
- Usage based pricing
- Ecommerce pricing
- Private label pricing
- Revenue management
- KPI identification
Promotional/trading experience in:
- Clearance pricing
- Promotional pricing
- Campaign optimization
- Promotional calendars
- Trading strategy
Notable achievements:
- Specialized responsive (Covid) promotional strategy making $4M in incremental revenue during 2020
- EDMP pricing strategy testing and rollout that resulted in 8% customer price perception increase in 3 months
- Built promotional campaigns that resulted a doubling in conversion rate in 1 month
I am passionate about pricing and am confident that I can help you and your company develop the right strategy for success, whether your goal is market share, conversion, or margin growth.
Strategy
Pricing
Digital Business Modeling
Business Strategy
Pricing Strategy Consulting
Pricing Research
Promotion
Price Optimization
Furo A.
London, United Kingdom
$50/hr
4.9
7 jobs
Are you seeking an executive-level Subject Matter Expert (SME) to conduct rigorous due diligence, techno-economic modeling, or front-end feasibility studies for complex energy and infrastructure projects?
With over 20 years of global experience spanning supermajor energy operators, Tier-1 EPC firms, and multilateral development banks—including direct advisory work for major multilateral development banks (MDBs)—I bridge technical engineering with financial and strategic decision-making.
How I Can Help Your Organization:
• MDB & Institutional Due Diligence: Conducting 360-degree technical, economic, and environmental reviews, structuring Inception Reports, and evaluating funding application compliance.
• Techno-Economic Modelling & Feasibility: Building CAPEX/OPEX vs. yield balance models for clean energy, hydrogen, carbon capture, LNG, and low-carbon technologies.
• Vendor Selection & Procurement: Designing multi-supplier selection protocols, technical product specification documents, and vendor vetting frameworks to eliminate underperforming software or equipment suppliers.
• PMO Setup & Governance: Establishing Project Management Offices, defining project templates, and aligning workflows with ISO 9001, HSEQ, and LOPA/HAZOP safety standards.
🔹 MDB SME Subcontractor: Evaluated complex renewable energy, energy efficiency, and infrastructure funding applications.
🔹 Global EPC & Supermajor Alum: Led front-end engineering design (FEED), process simulation (Aspen HYSYS, Flarenet), equipment sizing, and PMC client advisory for multi-million-pound capital assets across Tier-1 engineering firms and energy majors.
🔹 Engineering Sector Optimization Consultant: Managed multi-vendor selection and software integration protocols aligning advanced technical tools with C-suite operational goals.
Core Competencies:
Techno-Economic Analysis | MDB Compliance | Process Engineering (P&IDs, PFDs, Sizing) | HAZOP / LOPA Risk Studies | Vendor Procurement | PMO Setup & Governance
Let’s discuss your project requirements. Send a direct invitation or message to schedule an introductory consultation.
Energy
Energy & Utilities
Energy Engineering
Flarenet
Simulation Software
Technical Analysis
Environment & Green Technology
Power Distribution
Waste Management & Remediation
Economic Analysis
Plant Design
Field Studies
Feasibility Study
Research & Development
Research & Strategy
Carlo P.
London, United Kingdom
$225/hr
5.0
95 jobs
I help founders, leadership teams, and PE-backed operators turn complex strategic, financial, and operational challenges into clear decisions — and the execution cadence to deliver them. I bring 25+ years of senior consulting and investment banking experience, augmented by AI-powered analysis that delivers faster, richer, and more rigorous outputs than traditional consulting alone.
$1.3M+ billed on Upwork | 7,500+ hours | 85+ engagements | 100% Job Success | Expert-Vetted | ex-Bain | Wharton MBA
Where I add value:
- AI strategy & go-to-market: helping AI companies and financial services players define where AI creates competitive advantage, design GTM strategies, and build the operating model to deliver — with sector depth across banking, insurance, wealth management, and fintech
- Strategy & transformation: operating model design, performance improvement, cost-out programs, turnaround execution — with KPI dashboards, OKRs, and exec reporting cadence
- Fractional CFO: board-ready packs, scenario planning, budgeting and forecasting, decision support — AI-augmented financial modelling and scenario analysis
- Due diligence (PE/VC/M&A): commercial and financial diligence, management interviews, synergy planning, red-flag identification — accelerated by AI-powered research and multi-source synthesis
- Financial modelling: 3-statement models, DCF, scenario analysis, investor materials
Proof: Led cross-border M&A at Lehman Brothers. Served as de-facto CFO for a mid-market manufacturer — returned the business to positive EBITDA in 11 months (2 plant closures, 20% overhead reduction). Delivered GTM strategy for a leading agentic AI company entering financial services across GCC and European markets. Delivered due diligence across targets from EV OEMs to European price-comparison platforms.
I work best with:
- AI companies entering financial services or scaling GTM in regulated markets
- Founders preparing for fundraising, pivot, or exit
- Scale-ups and mid-market operators needing senior finance and transformation leadership without a full-time hire
- PE/VC teams conducting diligence or driving portfolio value creation
How I work:
I integrate multi-model AI stack across every engagement (including Claude, Gemini, Perplexity, and ChatGPT) combining outputs for richer analysis, faster synthesis, and more rigorous deliverables than traditional consulting alone. Board-grade output from day one.
Sample of recent engagements:
- Defined the GTM strategy and financial services entry roadmap for a leading European agentic AI platform, identifying priority use cases across banking, insurance, and wealth management
- Designed the target operating model for the Finance function of a Fintech (card issuing and payments infrastructure) — addressing process gaps, controls, and the KPI framework needed to scale
- Delivered commercial due diligence and financial modelling for PE funds
- Scoped a full ERP migration for a Healthcare company, covering systems integration and a phased transition from legacy accounting system. Expert in NetSuite, QuickBooks, Xero and Sage
Fluent: English, Italian, Spanish | Conversational: Portuguese, French
If you need more than a model — you need a decision and a plan — let's talk.
Business Transformation
Due Diligence
Financial Modeling
Mergers & Acquisitions
Private Equity
Corporate Strategy
Management Consulting
Investment Banking
Financial Planning
Financial Analysis & Valuation
Performance Management
Process Design
Business Plan
KPI Metric Development
Business Presentation
Ian K.
London, United Kingdom
$49/hr
4.9
219 jobs
I’m passionate about combining Data Engineering, AI & Dashboards Design Science to help people make great decisions. Through thoughtful design, including UI & UX, and precise data analysis, I connect how data looks with how it works.
With over six years of experience in behavioral data analysis and storytelling, I’ve consistently delivered impactful solutions. Recently, I’ve received over 50 ⭐️⭐️⭐️⭐️⭐️ ratings for my work in data visualization.
My expertise is in Data Engineering, Analysis, Visualization, Storytelling, and Infographics. I focus on promoting a data-driven culture in companies around the world by upholding the principles of Graphical Excellence, as championed by Tufte.
My motto is - data never lies. 🤘
SORRY FOR THE LONG TEXT BELOW, BUT I NEED THIS SECTION OF MY PROFILE TO HELP ME STAND OUT ON UPWORK. ✌️😃🤷♂️
Here's a list of my preferred tools, categorized by their respective functions:
Dashboarding:
Power BI ( including pbiviz), powerbi
Looker, Looker BI, Looker Enterprise,
Looker Pro,
Google Data Studio,
Looker Data Studio,
Tableau,
ThoughtSpot (Thought Spot),
Metabase,
Domo Dashboards (domo com),
Superset Apache,
Plotly, Plotly Dash, Plotly Dash Enterprise, Dash Enterprise,
D3.js,
Aesthetic dashboards
TOP Niche Expertise:
Smartsheet .com
Ecommerce: shopify, bigcommerce
Construction (buildertrend, builder trend)
Hyros, triple whale
Stripe, Rebilly, Chargebee
GA4 (Google Analytics 4),
Bullhorn,
Sage,
Microsoft Dynamics CRM (BI graphs),
Exact com/ Exact ERP,
Multi-Tenant BI Solution / Multi-Tenant Dashboards,
AI ( Artificial Intelligence, A.I.).
Data Warehousing:
Google BigQuery,
Amazon Redshift, Redshift
Snowflake,
Microsoft Azure Synapse Analytics,
Data Modeling:
dbt (Data Build Tool),
SQL Server Data Tools (SSDT),
Python.
Additional tags: SSRS report, Data Analysis Expressions (DAX), Revenue Operations, Microsoft Azure SQL Server, web3, business intelligence, Software as a service (SaaS), Microsoft Graph API, coaching, data science, Microsoft Power BI, Looker Studio, Excel, Tableau Alteryx, Inc.Database, Data Analysis, Google Analytics, Dashboard, Data Analysis, A/B Testing, Data Visualization, Google Analytics, Marketing Analytics, Analytics, API Integration, JavaScript, Tableau, Microsoft Excel, Python, Data Analysis, Data Science, Statistics, Business Intelligence, PowerBI, Training & Development, API integration, Customer Relationship Management (CRm), CRM, Zoho CRM, API Integration Digital Mapping, AnyLogic, Looker Studio, Data Visualization, App Store, BigQuery, Marketing Analytics, Ad analytics, CRM, prometheus io, Microsoft Graph API, SAP, SAP Analytics, sap analytics cloud, Oracle BI, multi-tenant, multi-tenant Dashboards, multi-tenancy, Microsoft Power Apps, Power Query, LookML, IBM Cognos Analytics, SaaS, SEMrush, Python, Supermetrics, NetSuite, Oracle NetSuite, Qlik Sense, QlikView, Gaming, Behavioral analytics, events analytics, ETL Pipeline, quantitative analyst, quantitative analytics, Bullhorn, pbiviz, LMS, MicroStrategy, Micro Strategy, construction, eNPS, NPS, green energy, Excel, Hadoop, Thoughtspot, AI, artificial intelligence, KPIs, data science, behavior, Spark, Hadoop, Python, Zoho, Problem-Solving Abilities, Strong analytical skills, NetSuite, NS, Sisense, Cognos, Power apps, Powerapps, Amazon Quicksight, QuickSight, IBM Z platform, Cognos, DB2, Luzmo, CRMA, CRMA Analytics Salesforce, Holistics io, Holistic io, Loki, Prometheus, BI meta-data management, Microsoft Power BI Data Visualization, Oracle, Sigma, Sigma Computing, US, USA, PL/SQL, Oracle PL/SQL, dbt, looker ML, construction, Archdesk, Archdesk ERP, Apache Airflow, Flask, Django, Docker, Apache Spark, SAP Crystal Reports, Open AI, ChatGPT, Chat GPT, AWS, Claude, Bedrock, Paycor, BambooHR, Workday, Zenefits, ClickUp, AI, Artificial intelligence, ClickHouse, Click House, ROAS, ROMI, Domo, Gooddata, Good Data, Omni, Omni Analytics, Oracle Hyperion, power bi embedded, embedded analytics, databox, Row Zero, local LLM deployment, LLM (large language model), filevine, data lake, data warehouse, hubspot, Knowi, Fivetran, Airbyte, CDP, Bayesian Analysis, Predictive Analytics, Dremio, Apache Ozone, Looker Core, Copilot, Tibco Spotfire, React, AI/LLM, charts io, PostgreSQL, React.js, AI-driven, Python, healthcare, gooddata, good data, NetSuite Commerce, NetSuite, Domo, OpenAI, power apps, Interactive Data Visualization, Data Visualization Framework, looker ml, observable, UX/UI design, Xero, QuickBooks, Intuit, Sage, RevOps, revenue operations, Power BI, Microsoft Power BI, Tableau, google analytics, GA4, looker studio, shopify, triple whale, Buildertrend, Go High Level, GoHighLevel, ThoughtSpot, Spotfire, Power BI Report Server, flourish, copiliot studio, Palantir Foundry, Palantir Gotham, Palantir Apollo, , Snowflake Native App, revops, australia, ), AI automation
Construction, contractors, Construction Technology: Primavera P6, Procore, Autodesk, Service Titan, Buildertrend, Netsuite
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