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- $115 hourly
- 4.9/5
- (8 jobs)
I am an experienced investment professional with six years of work experience in Private Equity, Venture Capital, and Strategic Business Analysis. I am also a published non-fiction author. I have experience on multiple sides of investment transactions (buy-side & target acquisition company) and within operating companies. My competencies include: - Financial modeling & analyses - Valuation modeling & analyses - Investment memos - Pitch decks - Investment fund analyses - Business analyses - Cohort analyses - Market research & mapping - Thematic sourcing and target company identification & analyses - Full project management My industry experience includes: - Consumer brands - Digital media - Healthcare services & technology - E-commerce platforms - Technology - Medical devices - Aerospace & defense - Manufacturing - Tech-enabled business services - Transportation - Automotive - FinTech Selected Investment Experience: Potential acquisition of a manufacturing company (Investment Director of target company) * Wrote recommendation regarding sale process and timeline * Developed business strategy to address areas that will aid in potential sale * Constructed valuation analysis using public company comparables and precedent transactions * Determined assumptions and constructed three statement model * Identified buyers for potential transaction Potential investment of $25M into a hair care company * Constructed time- and segment-based cohort analysis using historical customer data to inform financial forecast and identify geographic, product portfolio, and sales channel growth opportunities * Determined assumptions and constructed three statement model showing IRRs in the 47-63% range Direct co-investment of $10M into a value-based healthcare services and technology company * Constructed valuation analysis using public company comparables and precedent transactions; analysis showed target was transacting at a fair price * Determined assumptions and constructed three statement model showing IRRs in the 31-39% range Potential direct co-investment of $50M into a digital media company * Composed investment theses and investment decision memorandum * Determined assumptions and constructed three statement model showing IRRs in the 29-31% rangeInvestment Banking
Pitch DeckVenture CapitalPrivate EquityInvestment ResearchFinancial PresentationFinancial Analysis & ValuationData AnalysisBusiness AnalysisFinancial ProjectionModelingCompany ResearchMarket ResearchFinancial AnalysisFinancial Modeling - $95 hourly
- 5.0/5
- (611 jobs)
If you are a startup founder trying to raise money, my 500 Startups and Y Combinator experience will be helpful. Quick facts about me: 🏆 Fundraising 1B+ for 500+ Startups in 25+ Industries 🏆 10+ Years of Startup Growth & IB Experience | 100% Customer Satisfaction 🏆 Top Rated Plus | 1% on Upwork Worldwide How I Make Entrepreneurs Succeed: 🎯 125% Higher Success Rate | 🎯 3x Faster Fundraising Prep | 🎯 1.5x Raised Capital My Services: ✅ Pitch Decks ✅ Business Plans ✅ One Pagers & IMs ✅ Market Research and Competitor Analysis Client Testimonials: 📝 “Giorgi was prompt and executed proficiently. I would recommend him to anyone who wants a logical and well-put-together fundraising presentation” - Luke @ Fresh Earth, raising $4M 📝 “Giorgi is a truly great asset to add to your team. His patience and dedication to sticking to our timelines made for a successful project together. I definitely recommend him for any brand decks!” - Trevor @ FranchiseFilming, Community Top Voice on LinkedIn 📝 “We hired Giorgi to redesign our clients’ pitch decks. He's reliable and has an eye for details while also being tactical, fast, and striking to the point" - Marco, Associate @ Y Combinator, Startup Accelerator 📝 "I cannot thank Giorgi enough for his expertise in creating our deck. I highly recommend his services to anyone looking for a top-notch business presentation” - Victor @ Silverback, $1.7M+ in Revenue --- 💬 Interested in Learning More? Send Me a Message to Get StartedInvestment Banking
Business WritingBusiness PlanStartup PitchbookStartup ConsultingTraining PresentationMarketing PresentationFinancial PresentationSales PresentationFundraising PresentationBusiness PresentationPitch DeckKeynoteGoogle SlidesPowerPoint PresentationPresentation Design - $70 hourly
- 4.9/5
- (190 jobs)
I have experience with Financial Modeling, Business Valuations, Pitch Deck / Investment Memo and Private Equity transactions at large banks and boutique advisory firms. 8+ years of experience in Investment Banking, Private Equity & Venture Capital Proven track record, having led transactions totaling over $1 billion. Notable deals include: ✅US$20mn acquisition of a stake in Nerhadou Pharmaceuticals ✅US$82mn IPO of Macro Group on the EGX, the first cosmeceuticals company to list ✅US$372mn IPO of e-finance on EGX, the largest IPO in Egypt since 2007 ✅US$130mn IPO of Taaleem Management Services on EGX ✅US$80mn ABB of Fawry for Banking Technology and electronic payments ✅Contributed to AbuAuf’s full deal lifecycle from first conversation through term sheet to deal close ✅Screening potential investment targets and insuring their compatibility with fund strategy ✅Liaising between Due Diligence teams (Financial, Legal and Commercial) and potential targets ✅Monitoring portfolio companies’ performance and preparing monthly reporting packages ***The financial models I build allow any user to change any assumption and the effects of that change will instantly flow throughout all elements of the model. Any user can easily test all of the financial effects of any assumption in regards to revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity investments, debt or valuation. You or your investor/banker can easily use the model to easily do unlimited; testing, sensitivity analysis or break-even analysis in real time.*** Recent projects include: * Certified Business Valuations - for business sale or acquisition, capital raising, financial reporting and other purposes * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity and debt) * Deal Negotiations (business sales, acquisitions, financing transactions) * Financial due diligence for acquisitions * Financial Models and Operational Models for new and existing investments using DCF and Multiples valuation (incl. acquisitions, buyouts, recapitalization, valuations, private equity, venture capital, debt financing and portfolio analysis) * Business Plans / Investor Presentations / Private Placement Memorandum (PPM), Investor Memorandums, Prospectuses * Business and financial plan development for private equity investment firm * Business valuation of publishing business * Pre-IPO company valuation * Financial model startup companies * Financial due diligence for Food and Beverage sector Industry experience includes: * Healthcare Services * Medical Devices, Products and Equipment * Pharmaceuticals * Financial Services * Food & Beverages * Consumer packaged goods * Financial services * Automotive * Agribusiness * Micro finance * Tech/FinTech I can help you with your financial model, business plan and cash flow management or just cleaning up an Excel spreadsheet. I am available to assist with projects of different duration depending on the scope. I Speak fluent English, French and Arabic Please reach out with any questions or just to chat about how I can help you. I look forward to getting in touch!Investment Banking
Business Proposal WritingBusiness ModelingVenture Capital ConsultingBusiness ValuationPrivate EquityInvestment ResearchChartered Financial AnalystPitchbookValuationFinancial ModelingFinancial PlanningInvestment StrategyPro Forma StatementFinancial Analysis - $250 hourly
- 4.9/5
- (37 jobs)
⭐️ M&A and capital raising expert with more than $6 billion in closed transactions ⭐️ 10 years IB experience (both middle market and Wall Street) ⭐️ Worked with clients in many industries across the globe (US, UK, Europe) ⭐️ Active entrepreneur, angel investor, and private equity investor ⭐️ CFA Charterholder & MBA I am a finance expert with over a decade of experience in investment banking, consulting, angel investing, and private equity. With a proven track record of advising clients on transactions worth more than $6 billion in the middle market and on Wall Street, I am excited to offer my expertise to assist you with any projects you may have. Throughout my career, I have worked with various companies, from start-ups to global enterprises, venture capital firms, and private equity funds, on sell-side and buy-side M&A, capital raising, strategic planning, and corporate development engagements. These experiences have provided me with a unique combination of financial expertise, strategic insight, and interpersonal skills that I bring to every project. I recently also founded a partnership of executives, entrepreneurs, and investors that invests in companies in the lower middle market. This allows me to maintain a constant pulse on the market and stay informed of the latest trends in many industries. My areas of expertise include the following: ✅ Wall Street quality pitchbooks, investor presentations, and information memoranda ✅ Sell-side M&A support: buyer screening/lists, process management, due diligence ✅ Buy-side M&A support: target screening & research, investment thesis, due diligence ✅ Financial analysis & modeling: three-statement models, budgeting, forecasting ✅ Valuation modeling: DCF, public comparables, precedent transactions, LBO ✅ Business plan writing ✅ Market research ✅ Interim CFO / VP of Finance / Corporate Development My promise to you: ✅ I am fully committed to delivering a project only with the highest quality ✅ I will always be transparent in my communication and provide timely updates ✅ I will not take on an engagement unless I can guarantee its success ✅ I can deliver time-sensitive projects expeditiously Please do not hesitate to get in touch. I am excited to work with you.Investment Banking
Microsoft ExcelAccounting Principles & PracticesChartered Financial AnalystValuationPitchbookCapital MarketsVenture CapitalPitch DeckStartup ConsultingFinancial ModelingCompany ValuationPrivate EquityMergers & AcquisitionsFinancial Analysis - $100 hourly
- 5.0/5
- (250 jobs)
With 15+ years in Financial Analysis and Storytelling, I lead Top Tier Advisory, specialising in creating powerful financial models, valuations, and pitch decks. Our global impact across 50+ countries and 500+ startups is reflected in consistent 5-star client reviews. 📌𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: 𝗘𝘅𝘁𝗲𝗻𝘀𝗶𝘃𝗲 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲: Built over 500+ financial models, completed 500+ valuation projects and crafted 600+ pitch decks. 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽: 4 years as CEO of Top Tier Advisory and over 5 years as Managing Director of an Insurance Underwriter. 𝗚𝗹𝗼𝗯𝗮𝗹 𝗥𝗲𝗮𝗰𝗵: Worked with clients from over 50 countries, providing tailored financial solutions across diverse markets. 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗕𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱: Undergraduate degree in Financial Analysis and a graduate degree in Financial Engineering, specializing in financial modelling. ✅𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗢𝗳𝗳𝗲𝗿𝗲𝗱: 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸𝘀: Creating visually appealing, data-driven presentations that effectively communicate your business’s value and potential to investors. 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴: Developing detailed financial models that accurately project business growth, profitability, and return on investment, tailored to investor needs. 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀: Providing accurate and comprehensive business valuations to determine fair market value and support investment decisions. 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗠𝗲𝗺𝗼𝗿𝗮𝗻𝗱𝘂𝗺𝘀: Crafting thorough investment memorandums detailing business strategies, market opportunities, and financial forecasts. 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗥𝗮𝗶𝘀𝗶𝗻𝗴 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: Advising on effective strategies to attract investment, including private equity, venture capital, and other funding sources. 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲: Ensuring all financial documents and investor communications meet regulatory standards and best practices. ✔𝗪𝗵𝘆 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗨𝘀? 𝗦𝗲𝗮𝗺𝗹𝗲𝘀𝘀 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻: Our team works on both financial models and pitch decks, ensuring consistency and simplifying your life as a founder. 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝘃𝗲 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: All work is audited by team members before submission, ensuring accuracy and high quality. 𝗖𝗹𝗮𝗿𝗶𝘁𝘆 𝗶𝗻 𝗖𝗼𝗺𝗽𝗹𝗲𝘅𝗶𝘁𝘆: We excel at making complex financial concepts easy to understand, helping you communicate effectively with investors. 𝗧𝗮𝗶𝗹𝗼𝗿𝗲𝗱 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: Our strategies are customized to meet your specific business needs, ensuring relevance and effectiveness. 𝗣𝗿𝗼𝘃𝗲𝗻 𝗧𝗿𝗮𝗰𝗸 𝗥𝗲𝗰𝗼𝗿𝗱: With consistent 5-star reviews and global experience, we have a proven track record of success in diverse markets. 📊 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: 𝗘𝗮𝗿𝗹𝘆-𝘀𝘁𝗮𝗴𝗲, 𝗦𝗲𝗿𝗶𝗲𝘀 𝗔, 𝗦𝗲𝗲𝗱, 𝗣𝗿𝗲-𝘀𝗲𝗲𝗱: Expertise in guiding startups through their initial fundraising rounds. 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 (𝗣𝗘) 𝗮𝗻𝗱 𝗩𝗲𝗻𝘁𝘂𝗿𝗲 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 (𝗩𝗖): Extensive experience in preparing businesses to attract PE and VC investments. 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲, 𝗠𝗲𝗱𝘁𝗲𝗰𝗵: Providing specialized financial services for healthcare and medical technology companies. 𝗦𝗮𝗮𝗦, 𝗧𝗲𝗰𝗵, 𝗙𝗶𝗻𝘁𝗲𝗰𝗵: Supporting software as a service, technology, and financial technology companies with tailored financial solutions. 𝗖𝗿𝘆𝗽𝘁𝗼 𝗮𝗻𝗱 𝗔𝗜 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀: Expertise in financial modeling and capital raising for cryptocurrency and artificial intelligence ventures. 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲, 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆, 𝗖𝗼𝗻𝘀𝘂𝗺𝗲𝗿 𝗚𝗼𝗼𝗱𝘀: Offering comprehensive financial services across a variety of industries.Investment Banking
Real EstatePitch DeckFundraisingStartup ConsultingStartup CompanySaaSBusiness CoachingCorporate FinanceBusiness ValuationValuationFinancial ModelingFinancial ProjectionMergers & AcquisitionsBusiness PlanFinancial Analysis - $30 hourly
- 4.5/5
- (214 jobs)
Proven expertise in the Consulting and Research domain spanning diverse industry verticals, coupled with a strong background in Private Equity and Investment Banking. Adept at discerning potential targets for successful business partnerships, with a comprehensive understanding of Investment Banking activities related to target identification and shortlisting. I am a collaborative team player who aligns seamlessly with organizational requirements and team-specific objectives. Consulting Projects: Valuation of Private Companies: Utilized methods such as DCF, Sum of the Parts, and Scorecard for accurate valuation. Deal Knowledge Graph: Mapped diverse deals across industries, extracting strategic directions through regress analysis. Dynamically updated insights in data repositories for future analysis and prediction. M&A Target Identification: Employed methodologies like DCF, Comparable Company Analysis, and Precedent Transaction Analysis to identify and value relevant targets. Investment Banking Support: Assisted an Investment Bank in making investment decisions using valuation methodologies like Comparable Company Analysis and Precedent Transaction Analysis. PE Investment Trend Analysis: Shortlisted VC/PE firms based on past and announced investments, identifying sectors of focus. Strategic Acquirer Identification: Aided a PE firm in identifying strategic acquirers for portfolio companies, conducting benchmarking on financial and operating parameters. Vendor Solvency Recommendation: Provided vendor solvency recommendations to an Anglo-Australian multinational mining, metals, and petroleum company. Financial Models: Developed and maintained monthly/weekly Financial Models using the Relative Valuation Approach. Product Development: Collaborated with the product development team on a financial product in progress. Text Analytics: Engaged in developing a text analytics module for identifying relevant filings and articles from the web. Research and Analytical Projects: Comparable Company Analysis (CCA): Prepared comprehensive summaries of trading multiples and key operating metrics using relative valuation. Precedent Transaction Analysis: Identified, valued, and provided analysis of historic M&A deals. Research Reports: Developed Industry and Company Specific Research Reports. Benchmarking: Conducted benchmarking on various financial and operating parameters to analyze competitive positioning. Debt Maturity Analysis: Worked on Profiles, Debt Maturity Summaries, and graphical representations. Pro Forma Financial Statements: Created pro forma financial statements, identified trends, and made forward-looking predictions. Professional Skills: Project Management: Responsible for project management, daily workflows, and resource allocation to ensure timely delivery and high-quality output. Research Tools and Databases: Proficient in utilizing research tools and databases such as Bloomberg, Thomson, Capital IQ, Fact Set, Merger Market, Factiva, and Pitchbook.Investment Banking
List BuildingCompany ResearchInvestor OverviewMarket AnalysisMarket Segmentation ResearchFinancial ModelingBusiness ValuationFinancial AnalysisPitchbookManagement ConsultingData ScrapingPrivate EquityBusiness Plan - $260 hourly
- 5.0/5
- (154 jobs)
15+ years of experience in U.S. real estate investment analytics, including market research, underwriting, financial modeling, pro forma, scenario analysis, and creating offering memorandum (OM) and pitch decks. Cornell University MBA with a Graduate Minor in Real Estate.Investment Banking
Financial Analysis & ValuationBusiness PlanFinancial ProjectionFinancial ModelingFinancial AnalysisMarket ResearchFeasibility StudyPitch DeckPresentation DesignData VisualizationFinancial PresentationReal Estate Business PlanReal Estate AppraisalReal EstateReal Estate Financial Modeling - $45 hourly
- 5.0/5
- (389 jobs)
🙌🏽 600+ 𝗙𝗼𝘂𝗻𝗱𝗲𝗿𝘀 𝗵𝗲𝗹𝗽𝗲𝗱 💰$75𝗠+ 𝗶𝗻 𝘀𝘁𝗮𝗿𝘁𝘂𝗽 𝗳𝘂𝗻𝗱𝗶𝗻𝗴 𝗿𝗮𝗶𝘀𝗲𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗺𝘆 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝘀, 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸𝘀, 𝗮𝗻𝗱 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗹𝗮𝗻𝘀 3️⃣𝘅 𝗘𝗻𝘁𝗿𝗲𝗽𝗿𝗲𝗻𝗲𝘂𝗿 🥇𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗘𝘅𝗶𝘁 💃🏻30 𝘆𝗲𝗮𝗿𝘀 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗮𝘀 𝗮𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗯𝗮𝗻𝗸𝗲𝗿 𝗮𝗻𝗱 𝗖𝗙𝗢 📡𝗞𝗶𝗻𝗱, 𝗧𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝘁, 𝗠𝗮𝘁𝘁𝗲𝗿 𝗼𝗳 𝗳𝗮𝗰𝘁 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗼𝗿 "What truly sets Monica apart is her dedication to excellence. Every interaction, every iteration, and every piece of feedback was met with understanding, insight, and an unwavering commitment to deliver the best. Her work is not just professional; it's exceptional." - Sam Lee, CEO of Chrom Adjust "Absolutely incredible. I will work with Monica again. Extremely professional. We spoke just once and based on our conversation, she had a full grasp of our business. - Luis P, CEO of LJP Medical "Monica's dedication, skill, and professionalism have immensely contributed to the promising future of our startup. I wholeheartedly recommend Monica for her exceptional expertise and positive demeanor." - Joy K, CEO of Tiger Connect 📞 Invite me to your job and we can book a complimentary 30-minute consultation together that I know you'll find extremely helpful even if you decide not to work together 📞 Here’s a brief summary of how I help my clients most often: ✅ 𝗧𝗲𝗹𝗹𝗶𝗻𝗴 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗰𝗼𝗺𝗽𝗲𝗹𝗹𝗶𝗻𝗴 𝘀𝘁𝗼𝗿𝘆 𝘁𝗼 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 through numbers in a Financial Model, through words in a Pitch Deck, and strategy in a Business Plan so they can raise funds successfully. ✅ 𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗶𝗻𝘁𝘂𝗶𝘁𝗶𝘃𝗲 𝗮𝗻𝗱 𝗲𝗮𝘀𝘆-𝘁𝗼-𝘂𝘀𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝘀 that allow them to run their business more effectively as small business owners. ✅𝗔𝗱𝘃𝗶𝘀𝗶𝗻𝗴 𝘀𝘁𝗮𝗿𝘁𝘂𝗽 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀 on growth, fundraising, proven investor strategies, and financial management best practices. Why I’m worth talking to: ✅ I've done this a few hundred times before. 🔎 I’ll “get” your business model right away without you having to do too much explaining. 🕵️♀️ I’ll ask questions that you probably haven’t even thought about, so you may end up understanding your own business better. 🚶🏽♀️I’ve walked in your shoes as an entrepreneur multiple times, I feel for you and can share what I learned. Thank you for reading my profile 🙏 If you’re ready to take your business to the next level and/or need to fundraise to get there, invite me to your job and we can talk more about how to achieve your goals. Monica Chitnis "Monica crushed it. Deliverable was excellent." - Felipe Azenha, CEO of CinderFitInvestment Banking
Investment ResearchFinancial AnalysisFinancial ManagementBusiness ModelingBusiness Proposal WritingCastilian SpanishFinancial WritingBusiness WritingBusiness Plan - $70 hourly
- 4.6/5
- (41 jobs)
Journalist and editor with over 30 years of experience writing and editing sophisticated financial, economic and business articles for leading magazines, newspapers and web sites in the U.S., London and Hong Kong. Former editor of Risk magazine, editor-in-chief of Worth magazine, and finance columnist for The Wall Street Journal, The New York Times and others. Specialist in risk management, derivatives, capital markets, regulation, market data, financial technology, wealth management and philanthropy.Investment Banking
Blog ContentOnline WritingCapital MarketsContent WritingAsset ManagementSEO WritingBusiness WritingProject Risk ManagementBusiness EditingFinancial WritingCopywritingFinance & Accounting - $145 hourly
- 5.0/5
- (100 jobs)
18 years of experience in financial modeling, investing, and valuation 12 years of experience in Investment Banking and Corporate M&A (in NYC) 4 years of Private Equity (in NYC) Served as the CFO and fractional CFO for five start-ups Upwork stats: 5/5 rating, >$50k earned, 100% success rate on 80 jobsInvestment Banking
Investment ResearchStartup ConsultingBusiness StrategyBusiness ModelingManagerial FinanceBusiness WritingCorporate FinanceBusiness ManagementBusiness ValuationBusiness AnalysisFinancial ModelingBusiness Plan - $75 hourly
- 4.9/5
- (641 jobs)
﴿ Recognized by Startup City Magazine among '10 Best Consultant Startups 2016'. ﴿ Recognized by Silicon India Magazine among '10 Most Promising Financial Consultants 2018'. ﴿ Authorized service partners of RAKEZ-UAE and HFZA-UAE. ﴿ Authorized 'Perks & Services' provider of HUB71-ADGM Accelerator (UAE) ﴿ Financial Consultancy Partner of Atal Incubation Centre, BIMTECH (India) ﴿ Authorized Service Partner of Zoho, Wafeq Verified Partner and Quickbooks ProAdvisor Elite Level ﴿ 800+ Jobs completed, $900K+ earnings, 45,000+ hrs worked by our company on Upwork. ﴿ CMA / MBA / BTech. - Offering highly sought after combination of financial skills, business management skills and technical knowledge. ﴿ Top 1% in Excel Modelling, 1st Placed in Financial Forecasting and 'Top Rated' contractor on Upwork. We were consistently Ranked among Top 10 contractors on Elance under Finance Category. SERVICES OFFERED: 1. CORPORATE FINANCE ADVISORY We provide financial advice to enhance an organizations’ financial performance and increase its business value. We also provide valuation and corporate investment advice. 2. INVESTMENT ADVISORY/ EQUITY RESEARCH We provide investment advisory services in equities, mutual funds, commodities, and real estate. Our highly qualified and experienced research would guide you at every stage of investment to achieve the best combination of risk and reward. 3. ADMINISTRATION/IT (ACCOUNTING AND FINANCE) We provide support for any finance related admin work such as content for portals, database management, dashboards, performance reporting, client portfolio reporting, corporate presentations and preparing layouts for annual reports. Our experienced team is well versed with many tools useful in day to day data management like Microsoft Excel VBA, Access database, Dashboard builders, Myob, Zoho, Quickbooks etc. 4. MODELING/ ANALYTICS We are proficient in conducting all kinds of financial modeling and statistical analysis in MS Excel, SPSS, Frontline and @Risk. We are skilled in use of econometric tools like probability distributions, regression, co relation, co variance, Chi Square test, Z Test, T Test, ANOVA Analysis, and Monte Carlo Simulation. We are also expert Excel Dashboard builders. 5. STARTUP SOLUTIONS We provide end to end solutions to start-ups including business plan formulation for investors, financial forecasting, investor presentations and teasers, marketing plan, budgeting, strategic plan, e-commerce launch and fund raising consultancy.Investment Banking
Managerial FinanceBusiness ValuationPrivate EquityBusiness Proposal WritingBusiness AnalysisFinancial ManagementFinancial AnalysisStrategic PlanBusiness PlanReal Estate Investment AssistanceCorporate FinanceBusiness ModelingFinancial ModelingMicrosoft Excel - $120 hourly
- 5.0/5
- (169 jobs)
12+ years of experience as VC, Banker, Consultant & CFO with unmatched expertise in fundraising, financial modeling, and storytelling. Helped to raise over $200 million for startups and scale-ups (pre-seed to Series D) with hands-on advice, pitch deck, financial modeling, presentation design, and investor outreach. My clients have a LOT to say about me: ✅ "I can honestly say Aman is among the best. If you have the opportunity to work with Aman, I say go for it! " - CEO of eCommerce Company after working for 900+ hours over 4 years and 3 Fundraising rounds. ✅ "Aman did fantastic work on the financial model in a very short time" - a B2B SaaS founder successfully raised $10M+ Series A round ✅ "Aman did a great job for us over many projects. We'd love to work with him again." - VC with multiple portfolio companies raising next round of funding (worked 500+ hours). 🔢 My stats: ● # Top 1% globally on Upwork in the entire Finance category ● $200M+ raised: SAFE, equity, convertible, debt, bridge, mezz ● 150+ Project Executed ● 50+ Fundraising Pitch Decks delivered ● 5,000+ hours of financial planning & modelling experience ●Worked with clients across the globe (US, UK, Europe, GCC, and South East Asia) Worked with 100+ startups across B2B SaaS, B2C SaaS, eCommerce, Fintech, edTech, HRTech, MedTech, AI/ML, HealthTech, Cleantech, Proptech, Crypto, Gaming, Media & Entertainment, QSR and Retail. Helped startups and scale-ups raise over $200 million in funding from pre-seed to Series D rounds, further, I have also worked with investors evaluating startups and helped in investing over $60 million of capital. Have worked extensively on Real Estate underwriting projects evaluating collectively over $2 Billion worth of projects. ⚙️My Approach - Collaborative approach with pre-engagement discussion to understand business/startup - Comprehensive strategy development and tailored advisory (no cookie-cutter approaches) - Investment-grade documents and cohesive storytelling that resonates with VCs and what they want - Personalised approach to each project, not outsourcing or sub-contracting 🛠️Areas of Expertise: 1) Business & Strategic Consulting - business plans, financial models, opportunity evaluation (TAM, SAM, SOM), marketing plan, go-to-market strategies, operating metrics, budgets & and forecasts, etc. 2) Fund Raising and investor documents - information memorandum, pitch decks, financial models, term sheets, valuation, etc. 3) Transaction Advisory - due diligence, feasibility report, M&A, company valuation, market research 4) Real Estate/PE - Detailed Financial modeling (multi-family, office building, retail, hotels, etc.) with NPV, IRR, ROI, Return; cashflow waterfalls, transaction pitch decks, fund theme presentation, fund structures, etc. 5) Market Research - industry analysis, market sizing, competitive analysis, customer analysis, SWOT, etc. I have completed my MBA from the Indian Institute of Management and ESCP-Europe, the most prestigious and reputed academic institution in India and Europe.Investment Banking
SaaSReal Estate AppraisalEcommerceFinancial PlanningBusiness ResearchFinancial AnalysisStartup ConsultingMicrosoft ExcelPitch DeckFinancial ModelingMicrosoft PowerPointBusiness PlanFundraisingVenture Capital ConsultingMarket Research - $85 hourly
- 4.6/5
- (57 jobs)
𝐏𝐫𝐨𝐟𝐢𝐥𝐞 𝐎𝐯𝐞𝐫𝐯𝐢𝐞𝐰: With over 15 years of experience, I empower startups, middle market businesses, Private Equity & Portfolio companies in the US, UK & EU. I help with 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹/𝗜𝗻𝘁𝗲𝗿𝗶𝗺 𝗖𝗙𝗢 𝗿𝗼𝗹𝗲, 𝗕𝘂𝗱𝗴𝗲𝘁𝗶𝗻𝗴, 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗹𝗶𝗻𝗴, 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄, 𝗳𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴, 𝗮𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗿𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴, & 𝗱𝗮𝘁𝗮 𝗮𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀. I also have experience in providing managing Strategic projects like 𝗠𝗲𝗿𝗴𝗲𝗿𝘀 & 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀, 𝗗𝘂𝗲 𝗗𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲, & 𝗟𝗼𝗻𝗴 𝘁𝗲𝗿𝗺 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝗶𝗻𝗴. I am a consistently 𝐓𝐨𝐩 𝐑𝐚𝐭𝐞𝐝 (𝐏𝐥𝐮𝐬) contractor on Upwork (among the top 2%). 𝐌𝐲 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐁𝐚𝐜𝐤𝐠𝐫𝐨𝐮𝐧𝐝: I hold both Chartered Accountant degree (CPA Equivalent) and an MBA by qualification. 𝗜 𝗵𝗮𝘃𝗲 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗼𝘃𝗲𝗿 𝟱𝟬 𝗰𝗹𝗶𝗲𝗻𝘁𝘀, from diverse industries & countries from startups to businesses doing more than $3+ Billion in annual revenues. 𝗙𝘂𝗿𝘁𝗵𝗲𝗿 𝗔𝗰𝗰𝗲𝘀𝘀 𝘁𝗼 𝗮 𝗰𝗼𝗺𝗽𝗹𝗲𝘁𝗲 𝘁𝗲𝗮𝗺: If you need, you can also have access to my team of seasoned CFOs, Data Scientists, FP&A experts & Controllers to Tax & Accounting experts. We can provide a single-point solution to all your needs, no matter how simple or complicated they may be. ____________________________________________________________________ 𝐌𝐘 𝐂𝐎𝐑𝐄 𝐂𝐀𝐏𝐀𝐁𝐈𝐋𝐈𝐓𝐄𝐒 & 𝐎𝐅𝐅𝐄𝐑𝐈𝐍𝐆𝐒: - CFO Services (Cashflow Management, Budgeting, Team, Accounting oversight) - Budgeting & Forecasting, Financial Analysis, Departmental KPIs. - Financial Modelling, Projections, Microsoft Excel, Fund Raising & Investor communication - Month end close, Audit assistance & Compliance Oversight - Stakeholder management, Communication & Cross Functional Execution - Financial Reporting, Departmental Reporting, & Real-time Management Dashboards. - Real time analytics thru implementation of Microsoft Power BI & Tableau. - Business Strategy & Decision making 𝐒𝐄𝐋𝐄𝐂𝐓 𝐏𝐑𝐎𝐉𝐄𝐂𝐓 𝐏𝐎𝐑𝐓𝐅𝐎𝐋𝐈𝐎 𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒: 1. 𝐄-𝐂𝐨𝐦𝐦𝐞𝐫𝐜𝐞, USA ($30Mn): Overhauled financial systems, boosting sales and margins. 2. 𝐒𝐨𝐥𝐚𝐫/𝐑𝐞𝐧𝐞𝐰𝐚𝐛𝐥𝐞 𝐄𝐧𝐞𝐫𝐠𝐲, USA ($150M): Directed financial forecasting and managed M&A transactions. 3. 𝐂𝐏𝐆, UK: Implemented KPIs and OKRs, led ERP transition, enhancing efficiency. 4. 𝐂𝐲𝐛𝐞𝐫 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲, UAE: Readied financials for fundraising and developed investor decks. 5. 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐄𝐪𝐮𝐢𝐭𝐲, USA ($500Mn): Refined investor reporting and financial systems for portfolio companies. 6. 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬, UK: Optimized budgeting processes and financial operations. 7. 𝐋𝐞𝐧𝐝𝐢𝐧𝐠 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬: Revolutionized product profitability tracking and cost management. I excel in turning financial challenges into growth opportunities, ensuring businesses are not only financially sound but also poised for future success. 𝙇𝙚𝙩'𝙨 𝙙𝙞𝙨𝙘𝙪𝙨𝙨 𝙮𝙤𝙪𝙧 𝙣𝙚𝙭𝙩 𝙗𝙞𝙜 𝙥𝙧𝙤𝙟𝙚𝙘𝙩! Cheers, SonabhInvestment Banking
Due DiligenceMicrosoft ExcelXeroData AnalyticsMicrosoft Power BIMergers & AcquisitionsPrivate EquityFundraisingFinancial ModelingCash Flow ModelingBudget PlanningFinancial ReportingFinancial AnalysisFinancial PlanningFinancial Management - $25 hourly
- 4.8/5
- (82 jobs)
As a Chartered Accountant (US CPA equivalent) and CFA L1 & L2 qualifications along with rigorous 6 years of professional experience at PwC Deals & Strategies, I possess a strong foundation in valuations, financial modeling, pitch decks, business plans, strategies, M&A advisory and more. This experience, coupled with successful services to over 150+ clients within my 1st year of independent advisory & consulting practice, demonstrates my ability to deliver high-quality solutions across diverse industries, including SaaS, tech, e-commerce, real estate, infrastructure, manufacturing, pharma and more. My experience encompasses over 500+ projects, closely engaging with PE and VC firms on fundraising, exits, valuations, etc. My access to premium databases like Capital IQ, DealStats, BV Research and EMIS along with a "Top Rated Plus" badge on Upwork and 5-star ratings on 95% of engagements, further solidifies my expertise and client satisfaction. Range of Services offered: ✅Fractional CFO services for financial planning and analysis, cash flow management, financial reporting, business performance, expansions, etc. ✅Easy-to-use, detailed financial models for startups, small & medium-sized businesses. ✅Attractive pitch decks, teasers and company presentations for seed round, series round, fund raising, IPO, M&A, etc. along with extensive industry research ✅Business valuations for various purposes including management considerations, taxation, litigation, M&A, PPA, 409A, etc using DCF and market approaches ✅Valuation of separate intangible assets for proposed sale / purchase price allocation (PPA) ✅Valuation of ESOPs using Binomial model, Black Scholes approach and Monte Carlo simulation ✅Quarterly / Monthly investor presentations on financial performance, key developments, KPIs, etc. ✅Screening services to extract data and multiples of peer companies and peer transactions relating to any particular company / industry using various databases ✅Assistance in review, logical check and arithmetical accuracy for valuation and financial modelsInvestment Banking
AccountingZoho BooksQuickBooks OnlineChartered Financial AnalystBusiness ConsultingFinance & AccountingPitch DeckValuationBusiness ValuationFinancial ModelFinancial Analysis & ValuationBusiness PlanCompany ValuationFinancial ModelingFinancial Projection - $70 hourly
- 4.9/5
- (39 jobs)
Get a sleek, professional pitch deck, sales deck, or company profile presentation with the design and storytelling power to secure investment, win clients, and convince executives or partners. I held multiple Investment Banking roles in Big 4 companies (PwC, Deloitte) and top London banks (Deutsche Bank, Citi, UBS) specializing in PowerPoint presentations, investor decks, business reports and performing market analysis for sell-side M&A transactions. Now, I rely on my experience so far to help Upwork clients successfully secure investor and client relationships: 🏅 Assisted 50+ Clients (Tier1 as well as startups) with Preparing Fundraising Decks for Amounts Ranging from $6M-$200M across 20+ Industries 🏅 Top Rated Plus Upwork Freelancer with 100% 5-Star Reviews 🏅 10+ Years of Consulting and Investment Banking Experience 🏅 Featured in Forbes, Business Insider, Yahoo Finance ✅My testimonials say a lot about me: ●"Maria delivered a presentation that was exactly what investors were looking for." ●"Maria created a higher quality deck than we could have ever done by ourselves." ●"Maria's expertise in analysis, structuring, and business acumen proved invaluable to our team." ⭐Working with me, you will: ● KNOW that you have a BEST-IN-CLASS PITCH-DECK and that you are putting your best foot forward to get the funding you need from investors and VCs ● GET INVESTOR-GRADE, BIG-4 STANDARD presentations and reports in proper English that are FUTUREPROOF and that will help raise capital and get more clients for your business ● STOP STRUGGLING with finding time to do the rest of the work that ONLY YOU can do. I’ll take everything else off your plate, like writing excellent copy for clients & investors, editing compelling business presentations, and sourcing reliable market and industry data so you don’t have to go down all the research rabbit-holes ● MAKE BUSINESS DECISIONS CONFIDENTLY, knowing that you are counting on data that is recent, accurate, reliable, and complete ● SAVE MONEY by reusing my work in other presentation decks and business collateral in the future ⚡ My background highlights: ● Created business development presentations that helped Big 4 consultancies in London to secure advisory projects of $1m+ in budget ● Created compelling pitch decks that secured funding with investors and VCs ● Researched data, compiled information memorandums and developed marketing materials for sell-side M&A transactions of companies in Fintech, Oil & Gas, Hospitality, Automotive, Chemical and Confectionery industries ● Led comprehensive risk assessments and gap analyses used in the Investment Banking industry as a basis for extensive change management projects ● I have my own company on the side, so I am familiar with the struggles of start-ups when securing funding and prospecting a new market You can confidently hire me for: ✅ Pitch Decks/investor presentations; from pitch deck design to building a pitch strategy, compelling equity story & pitch deck copywriting for seed & Series A-D rounds ✅ Company & product presentations ✅ Summarizing multiple & varied sources of data into PowerPoint presentations ✅ Information Memorandums ✅ M&A support (deal marketing) ✅ Market research to help identify business opportunities ✅ Company and industry research ✅ Competitor analysis ✅ Responding to RFPs ✅ Wording and content improvements / Business and Finance copywriting ✅ Summarising financial news SOUNDS LIKE I COULD BE A GOOD FIT? HERE'S WHAT TO DO: Click on the 'Invite to job' button at the top of the page and let me see how I can help take that work off your plate and deliver excellent results for you and your business. I guarantee fast delivery times within timeline and budget and efficient communication throughout. Areas of expertise: Tech, Fintech, Investment Funds, Banking & Finance, Consumer Finance, Real Estate, SaaS, Deeptech, Edtech, Oil & Gas, Mining, Aviation, Automotive, Agriculture, Chemical, Confectionery, E-commerce, Pharma, Manufacturing, Medtech, Healthcare, Hospitality, Luxury Goods, B2B. Familiarity with Finance & Capital Markets terms and concepts. I specialize in creating decks using PowerPoint and Canva. Fluent English Speaker (native level equivalent). I adapt my writing to my audience (UK or US).Investment Banking
Business PresentationMicrosoft PowerPointSales PresentationFundraising PresentationPitch DeckPresentation DesignData VisualizationPresentationsCompany ProfileContent WritingInvestor OverviewExecutive SummaryBusiness PlanBusiness WritingPitchbook - $275 hourly
- 5.0/5
- (33 jobs)
Edward Sapp is a real estate investment consultant with 7+ years of experience in real estate. Experienced: 7+ years in commercial real estate, including roles as Vice President in Investments and PM at Brookfield and Investment Banker at Credit Suisse Broad Exposure: Worked across asset classes (Multifamily, Retail, Self Storage, Office, Life Science, Student Housing) and strategies (loan workouts, M&A, public and private LBOs, portfolio management). Deal Experience: First-hand experience on large-scale and asset-level equity transactions, including: $11.4B Public Buyout and Privatization of Multi-Sectored, 100+ Property National REIT, $3.5B Sale of Life Science Portfolio to Sponsor, $1.2B Sale of Self Storage to Sponsor, $27.5B PM of Luxury Retail REIT Negotiator: Skilled in negotiating loan workouts for Brookfield's extensive retail portfolio, representing the firm in discussions with relationship lenders and special servicers Strategic & Analytical: Excel Modeling expertise, ranging from back-of-envelope calculations to complex 200+ asset corporate models for major portfolio companies. Capable of building and adjusting cash flow waterfalls with various return structures and distribution scenarios. Able to deliver advanced analysis within tight turnaround timelines. Data-Driven: Proficient in data mining, data visualization, and the use of software languages such as Python for real estate market analysis. Market Analysis: Developed national investment theses and ranking systems for real estate micro-markets using top-down data analysis and market trends from platforms such as Green Street, CoStar, Placer, REIS, AxioMetrics, US Census, RedIQ, Bloomberg, and more. Entrepreneurial: Adaptable and driven, seeking interesting projects of any size to apply my skills and knowledge in the real estate industryInvestment Banking
Portfolio Performance ModelingMergers & AcquisitionsValuationAccounting BasicsReal Estate Financial ModelReal Estate AcquisitionReal EstateAcquisitionsDue DiligenceCapital MarketsInvestment ResearchAsset ManagementPortfolio ManagementReal Estate Investment Assistance - $125 hourly
- 5.0/5
- (12 jobs)
As a finance professional with over eight years of experience at bulge bracket investment banks (Goldman Sachs and Morgan Stanley) in New York working in Equity Research and Investment Banking, and consulting with hedge funds and investment funds, I am your go to Excel and financial modeling expert. I am also highly experienced in creating deep dive investment research and content including pitch decks and fund raising presentations. I have eight years of experience doing this type of work, but I am new to Upwork. As such, I am offering a steep discount for my first few clients! Expertise includes: - Fully integrated and dynamic three statement models - Publicly traded Real Estate Investment Trust (REIT) models made from SEC filings - Discounted Cashflow (DCF) models - Leveraged Buyout (LBO) models - Internal Rate of Return (IRR) models - Mergers & Acquisitions (M&A) models - Real Estate Net Asset Value (NAV) models - Return on Investment (ROI) and Net Present Value (NPV) models - Pitch decks - Fund raising presentations - Sell-side and buy-side financial due diligence - Investment and equity research - KPI buildouts - Investor relations - Business case writing and preparation - Investment content - Business and research writing - Financial analysis - Valuation - Investor presentations - Real estate market research - Accounting - Fractional CFO My prior freelance experience (outside of Upwork) includes: - I was solicited by a hedge fund with over $500mn in AUM to build bespoke advanced financial models with scenario analyses. - I was solicited by a REIT-dedicated hedge fund to create bespoke research notes based on fundamental and technical analyses. - I was solicited by a special situations value oriented investment fund to build bespoke models including DCF and LBO analyses. - I was solicited by a quick service restaurant franchise owner to provide fractional CFO services. I am deadline driven, and I aim to consistently exceed my clients’ expectations. Furthermore, all work is completed by me. Providing quality wok and clear communication is important to me. I look forward to working with you! Certifications: - Chartered Financial Analyst (CFA), CFA Institute ID: 8373047 - Chartered Alternative Investment Analyst (CAIA), Charter ID: 71391 - Certified Public Accountant (CPA) in the state of New York, License No: 135195 - CFA Institute’s Certificate in ESG (Environmental, Social, and Governance) investing - Previous FINRA Series 7, 63, 86, and 87 holder Education: - Bachelor of Accountancy from Brigham Young University, Marriott School of Business - Master of Accountancy from Brigham Young University, Marriott School of Business Colleague Recommendations: “I had the pleasure of working with Kevin for two years at Goldman Sachs. He was a big contributor in my development as I ramped up as a first year analyst. Kevin is analytical, intellectually curious, disciplined, and a real team player. I happily recommend him and am sure he will be a valuable asset to any organization he is part of.” “Few people have the opportunity to work with someone as ‘teamwork oriented’ as Kevin. I had the pleasure of working with Kevin on several teams in courses we enrolled in during our undergraduate and graduate studies and on teams representing our alma mater in national competitions. Kevin’s ability to motivate and work with others was unlike any I’ve seen before and made a dramatic increase in the morale and focus of these various teams. As a team member or a leader, Kevin earns my highest recommendation.”Investment Banking
CPAReal Estate Investment AssistanceInvestment StrategyAccountingCapital MarketsPitch DeckInvestment ResearchReal Estate AcquisitionReal Estate Financial ModelingMarket ResearchFinancial Analysis & ValuationChartered Financial AnalystMicrosoft ExcelFinancial Modeling - $90 hourly
- 5.0/5
- (39 jobs)
I am a highly skilled, ACCA qualified (CPA equivalent) finance professional with over a decade of expertise in financial management, analysis, planning, and modeling. I have lead and assisted the finance function in startups and large multinationals internationally. My industry exposure spans across diverse sectors such as Technology, eCommerce, Hospitality, Retail, Wholesale and Financial Services, just to name a few. What I can do for you: • Improve financial performance through: - optimizing working capital & cash flow - providing strategic input to management - strengthening financial reporting - setting up automations • Lead your company's financial planning and analysis, including cash flow and inventory forecasting, break-even and profitability analysis. • Set up processes and best practices for optimal financial management • Develop of comprehensive financial models for internal use or presentations to private investors and venture capitalists. • Manage preparing your business for fundraising activities. • Set up financial systems and assisting system transitions • Create and strengthening of monthly reporting packs. • Tidy up company accounts. • Structure, scale, and lead of the finance team. • Support the expanding of business operations. Feel fee to reach out to have a conversation regarding your unique needs.Investment Banking
Month-End Close AssistanceCash Flow AnalysisMicrosoft ExcelFinancial ModelingFinancial Analysis & ValuationInternational Financial Reporting StandardsFinancial PlanFinancial ReportingBusiness StrategyBusiness ModelingFinancial AnalysisFinancial ManagementManagement AccountingGoogle SheetsFinancial Planning - $20 hourly
- 5.0/5
- (29 jobs)
Hi! I'm very pleased to meet you. I'm Diego Ramirez and I am associate (Manager) at an investment bank. Additionally, I'm currently candidate for a Post Experience Master in Finance at London Business School (#1 Master in Finance according to Financial Times and QS Ranking). Furthermore, during this programme I am an exchange student for the MBA programme at Columbia Business School. Also, I was CFO of a fintech (Backed by Y Combinator). Y-Combinator is a start up accelerator that have helped grow Dropbox, Airbnb, among others. Additionally, I have worked in an venture capital fund founded by the Head of Europe of the IFC Venture Capital Department and in the Venture Capital Investments department at of a 400M Euros European Venture Fund. In general I've done investment bankers, venture capital investment and corporate finance activities, which includes high quality excel financial models and presentations for investors. I really think I could help you with your financial model.Investment Banking
Project FinanceCorporate FinanceInvestment StrategyVenture Capital ConsultingFinancial PresentationFinance & AccountingFinancial ProjectionFinancial ModelingFinancial PlanningFinancial Analysis - $100 hourly
- 4.9/5
- (81 jobs)
I am a Chartered Financial Analyst (CFA) with over 20 years of finance experience spanning from Wall Street to the Middle East, I specialize in advising firms looking to raise capital from private equity and venture capital funds, family offices, and high-net-worth individuals (HNWIs). Additionally, as a licensed real estate agent in Miami, I specialize in residential and commercial transactions, often creating detailed financial models for these deals. I offer a range of tailored financial modeling solutions designed to meet the unique needs of each project. My models provide comprehensive and detailed analysis of financial status and performance, utilizing sophisticated methods commonly employed by Wall Street professionals to ensure accuracy and reliability. Customizable Features: 1) Comprehensive Analysis: In-depth examination of financial status and performance, tailored to your specific industry and business model. 2) Flexible Methodologies: Employing a variety of techniques used by Wall Street professionals, adapted to your project's requirements. 3) Scenario Simulation: Customized scenarios to simulate different business environments relevant to your industry and goals. Benefits: 1) Accurate Assessments: Ensures reliability in financial evaluations specific to your business context. 2) Strategic Insights: Provides valuable insights into financial health and performance, focused on your key metrics. 3) Risk Management: Identifies potential risks and opportunities under scenarios relevant to your business. 4) Informed Decision-Making: Empowers your business to make data-driven decisions based on tailored analysis. My flexible approach allows for the creation of financial models that are essential tools for businesses aiming to gain a deeper understanding of their unique financial position and prepare for various future scenarios specific to their industry and goals. Let's work together to create a customized financial model that empowers your business to thrive. Reach out now to schedule a consultation and take the first step towards financial excellence.Investment Banking
Due DiligenceValuationEquity ValuationInvestment ResearchCompany ValuationDiscounted Cash FlowFinancial Analysis & ValuationFinancial ProjectionBusiness PlanFinancial ModelingMicrosoft ExcelPitch DeckBlockchainPresentations - $60 hourly
- 5.0/5
- (4 jobs)
Multi-year experience with financial modeling and valuation, investment memorandums in the context of infrastructure and energy transactions both on the sell side and buy side. Experience in investment banks, independent power producers and investment funds. I can produce rigorous financial models, investor/bank ready in which the user can easily change the inputs/assumptions to assess the impact of the change and conduct analyses. The model will be fully flexible for you to test various scenarios and assumptions, yet it will be robust and reliable. After the model is delivered, a seven-day review period is guaranteed to make any changes or improvements the client wishes for. Recent experience at glance: • Valuation and feasibility study of a USD 80 M solar power plant in Germany • Sensitivity analysis to determine optimal configuration of utility-scale storage project in Greece • Investor Memorandum for the sale of a portfolio of projects in Italy • Financial Due Diligence for the acquisition of a project in Germany to determine the appropriate price for the project rights • 35-year financial model and valuation of a wind farm Spain My industry expertise comprises but is not limited to: • Energy (conventional and renewables) • Infrastructure • Telecoms I would gladly help you with your financial model and business plan. We can agree on the scope of work and duration. To me, good communication is key to delivering a great service so please feel free to reach out. I am fluent in English, Italian, Albanian and German. Looking forward to your enquiry! Best regards, EneoInvestment Banking
Financial Analysis & ValuationPitch DeckDiscounted Cash FlowEnergy & UtilitiesEnergy StorageProject FinanceMergers & AcquisitionsEnergySolar EnergyDue DiligenceBusiness PlanFinancial AnalysisMicrosoft ExcelFinancial Modeling - $99 hourly
- 4.9/5
- (233 jobs)
𝗧𝗼𝗽 𝟭%; 𝗽𝗮𝗿𝘁 𝗼𝗳 𝗨𝗽𝘄𝗼𝗿𝗸'𝘀 𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 𝗣𝗹𝘂𝘀 𝗽𝗿𝗼𝗴𝗿𝗮𝗺 ✅ Over 200 projects, 100% rating, $1BN+ raised by my models, $400k+ earned on Upwork, 1 week turnaround on most models! Why you should hire me: 1) Dedicated financial modeling consultant: By focusing exclusively on financial modeling, I provide the highest possible value to my clients. This focus has allowed me to become highly efficient at modeling, which results in higher-quality models at a lower overall cost. 2) Developer-level expert in Excel and VBA. By leveraging deep expertise in both Excel and VBA, I am fully capable of harnessing all of Excel's functionality in ways that are not possible without fluency in VBA coding. 3) Industry knowledge. I have worked with 500+ companies from virtually every industry. I am particularly well-versed in Fintech/lending, Energy, SaaS/HaaS, Ecommerce, Asset Management, Real Estate, and Logistics. 4) $1BN+ debt and equity raised. My modeling approach has been battle-tested in successful investment rounds across every stage, including multiple Series B and A rounds, one unicorn, and multiple businesses with $100 million+ in ARR. 5) Wall Street-trained financial analyst and CFA Charterholder. My expertise is backed by education and training from top a Wall Street analyst program, ensuring my models incorporate industry best practices and meet the highest standards.Investment Banking
Management ConsultingVenture Capital ConsultingStartup ConsultingBusiness AnalysisFinancial ModelingBusiness ModelingBusiness ValuationFinancial AnalysisBusiness Plan - $50 hourly
- 5.0/5
- (19 jobs)
Worked as an Investment Banking Analyst with Bank of America and JP Morgan and as a Financial Analyst/Modeller with American Express. Proficient in Financial Analysis, Financial Modelling, Start up and Business Valuations, Comparable Analysis and Investment Research. Expert in Microsoft Excel and have handled and worked on huge datasets. I am proficient in extracting data, powerpoint presentations and data analysis. Masters of Business Administration degree from Indian Institute of Management, one of the top rated B-Schools in India. Thank you. Reviews - "Karan was wonderful to work with. He is highly intelligent in his area of expertise, he was professional and paid attention to detail. I would HIGHLY recommend Karan to anyone, you will not find a better candidate in his area of expertise and knowledge to work with on Upwork. I look forward to working with Karan again on future projects."Investment Banking
Business WritingCorporate FinanceInvestment ResearchFinancial WritingBusiness ValuationFinancial ModelingFinancial AnalysisMicrosoft Excel - $55 hourly
- 5.0/5
- (45 jobs)
A seasoned professional with an extensive 10+ years background in regulatory compliance, anti-money laundering (AML), and financial crime (FinCrime). My career spans across diverse sectors, including FinTech, Regulatory Technology (RegTech), Cross-Border Payments, Employ on Record (EOR), Contractor Management, Money Services Businesses (MSB), Foreign Exchange, Cryptocurrency, Tokenization, Broker-Dealers, Crowdfunding, Non-Profit Organizations, and comprehensive Financial Services. Renowned for my leadership acumen and exceptional communication skills, I excel in fostering engagement and steering complex problem-solving initiatives. My expertise encompasses a broad spectrum of compliance-related responsibilities: from crafting and enforcing compliance processes, pioneering compliance automation solutions, to managing operational compliance. I am deeply passionate about all facets of financial crime compliance. My professional journey has been characterized by the successful development and implementation of robust compliance frameworks and cutting-edge, AI-enhanced RegTech solutions aimed at optimizing compliance operations and mitigating risk. This foundation not only ensures adherence to AML regulations but also supports sustainable product innovation, such as advancements in KYC and on-going monitoring technologies.Investment Banking
FinTechKnow Your CustomerAI ComplianceGDPRProcedure ManualPolicy WritingRisk AssessmentCompliance ConsultationComplianceRegulatory ComplianceAnti-Money Laundering - $150 hourly
- 5.0/5
- (125 jobs)
🥇 𝙀𝙓𝙋𝙀𝙍𝙏 𝙑𝙀𝙏𝙏𝙀𝘿, among the 𝐓𝐨𝐩 𝟏% of Finance consultants. 💯 🎤Featured on 𝙁𝙤𝙧𝙗𝙚𝙨, 𝙉𝙖𝙨𝙙𝙖𝙦, CEO weekly, etc. I have advised 𝟏𝟐𝟎+ 𝘁𝗲𝗰𝗵 companies and helped raise 💰$𝟰𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 💰 in funds for my clients within the past four years. 📞Invite me to your job and book a 𝙘𝙤𝙢𝙥𝙡𝙞𝙢𝙚𝙣𝙩𝙖𝙧𝙮 30-minute 𝘾𝙖𝙡𝙡📞 ✨I help CEOs/Founders understand the financial impact of their decisions on the business. My specialty are subscriptions ( SAAS), e-commerce, Tech, Healthcare, Government, and Real estate .✨ 𝗖𝗮𝘀𝗲 𝘀𝘁𝘂𝗱𝗶𝗲𝘀 on my clients prove between 𝟭𝟬𝗫 𝘁𝗼 𝟯𝟱𝗫 return on their investment on pricing & revenue services.📈 𝗪𝗵𝗮𝘁 𝗱𝗼 𝗺𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝗮𝘆 𝗮𝗯𝗼𝘂𝘁 𝗺𝗲? 𝙁𝙤𝙪𝙣𝙙𝙚𝙧 𝘾𝙀𝙊( 𝙎𝙚𝙚𝙙 𝙍𝙤𝙪𝙣𝙙 𝙎𝙩𝙖𝙧𝙩𝙪𝙥) 𝟱 𝗼𝘂𝘁 𝗼𝗳 𝟱 ⭐⭐⭐⭐⭐ “The financial expert for non-financial people! Zahra was splendid to work with and provided exactly what I needed to help me attract new investors into my business. She created a full financial business model for me and helped me understand my business and its potential so much more. Well worth the investment! I can’t recommend her enough, especially if you’re a startup or looking to take your business to the next level.” 𝗔𝗕𝗢𝗨𝗧 𝗠𝗘: I have an MBA in finance, a Master's in economics, and a Bachelor's in business, with 15+ years of experience. I have experience starting businesses from scratch, setting up finance departments, managing cross-functional teams, running business units, turning a bankrupt company into a profitable one, creating roadmaps and strategies for growth, and launching new product offerings. 🛠𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀: Advanced Financial Excel Models for SAAS / Subscription, Fintech, Technology, and Real estate. Budgeting, Forecast , and Cash Flow Management Revenue, Cost and Profit Optimization Pricing and Promotion strategies Financial Projections and Proforma for Business plans and offering memorandum Financial Statements: FP&A and Ad-Hoc Analysis Executive C suite Presentations Investment returns and cash flow analysis for rental real estate More: KPI tracking and reporting Models (MRR, CAC, LTV, ARPC, Churn,…) OPEX,COGS and Marketing Expense (SEM,SEO,AFF,….) Analysis Data Reconciliation Models Compensation Plans & Payroll structure Setting targets for Sale and marketing team based on the company revenue goals. Developing hiring plans for Sale teams Date visualization and reporting for presentation Automation and streamlining processes Advanced Excel ModelingInvestment Banking
Financial AnalysisVenture CapitalPrice OptimizationBusiness Planning & StrategyFinancial ProjectionReal Estate Financial ModelingMergers & AcquisitionsPricingBusiness ModelingPricing Strategy ConsultingFinancial ModelingValuationStartup ConsultingSaaSFundraising - $100 hourly
- 4.9/5
- (23 jobs)
10+ years of experience in finance and startup advising. I raised USD 30+ M for various start-ups. MBA in Finance from the University of Cambridge and CFA Level I in Pursuit 👉 I value businesses meticulously using the relevant valuation techniques. 👉 I craft financial models that give you and your investors key insights about your business. 👉 I write pitch decks that raise funds. 👉 I conduct market research that distills key data for your business planning efforts. I look forward to delivering your project at your highest satisfaction within your budget and timeline.Investment Banking
Pitch DeckMarket ResearchPitchbookFinancial ModelingEntrepreneurshipGrowth StrategyPrivate EquityBusiness ManagementVenture CapitalFinancial AnalysisManagement Consulting - $165 hourly
- 4.9/5
- (240 jobs)
Hello. Are you launching a startup? Looking to propel your company's growth? With 25+ years in investment banking, venture capital, and startup finance, I've worked with hundreds of startups and early-stage companies. My toolkit? Developing powerful and effective financial models, pitch decks, business plans, and coaching. But it's not just about creating the right tools. It's about deploying them with precision. That’s where I can assist you even more. I will help you understand investors and the fundraising process, ensuring your venture is not just another pitch but one where investors stand up and take notice through a clear, concise, and defensible strategy. Spotting what investors crave and catching potential deal-breakers is my forte. Think of me as your fundraising strategist – understanding the investor psyche, anticipating their questions, and setting you apart. My journey spans co-founding a venture capital firm, leading an investment banking firm, and igniting the growth of hundreds of startup and early-stage companies across several different industries. I have lived the entrepreneur life, been the bridge between startups and capital giants, and navigated the intricate waters of private equity. What excites me? The spark of potential. The thrill of turning a vision into a funded reality and working side-by-side with founders like you, creating strategies that resonate and results that exceed expectations. Let's have a chat! Dive into your aspirations, challenges, and goals. Together, we can make your journey to growth and success unforgettable. Ready to elevate your company? Drop me a message. Let's talk. Cheers, KimInvestment Banking
Financial ProjectionInvestor OverviewStrategyVenture Capital ConsultingFinancial WritingCorporate FinanceBusiness PlanBusiness CoachingManagement ConsultingPresentationsStartup ConsultingFinancial Modeling Want to browse more freelancers?
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