I'm an investment banker and corporate finance professional with deep domain expertise across fintech, corporate finance and fundraising. Whether you need a detailed operational financial model built, help analysing complex financial data for your business or strategic, corporate or fundraising advice, I can help.
Investment Banking
Mergers & Acquisitions
Financial Planning
Analytical Presentation
Management Consulting
Accounting
Financial Analysis
Financial Analysis & Valuation
Corporate Finance
Fundraising
Venture Capital
Startup Company
Startup Consulting
Khanh D.
Stirling, United Kingdom
$14/hr
5.0
1 jobs
You're probably tired of seeing freelancers who just summarize financial ratios and call it a “deep analysis.” If what you need is someone who can dig deep into the why, not just the what—then you're in the right place.
I’m an Equity analyst with over five years of experience specializing in analyzing financial statements and writing investment reports for publicly listed companies in Vietnam. I also enjoy working with data in Excel and have strong skills in building and managing financial models. I take pride in being careful and responsible in every project I take on. Unlike many freelancers who want to finish the job quickly and move on, I work with the goal of delivering real value. My mission is to help others through my passion, knowledge, and experience—not just to earn money. I'm happy to revise and improve the work until you are fully satisfied, and I’m even willing to accept a lower rate if I feel the work does not meet the standard I aim for.
In my career, I have written many detailed research reports that were highly rated by clients, including industry reports on insurance and aviation in Vietnam, as well as reports on individual companies across multiple sectors such as oil&gas, manufacturing, insurance. I also run a finance-focused fanpage to share knowledge and research with individual investors, especially those who may not have enough time or background to study financial markets deeply.
Here’s what I do best:
✅ Financial statement analysis with insights that go beyond surface-level numbers
✅ Custom financial models and projections using Excel
✅ Industry research and investment report writing, especially for insurance, aviation, oil and gas, and manufacturing
✅ Creating investment content that is simple and helpful for individual investors
Most people just explain what happened with the numbers. I focus on why it happened and what it means. That’s what sets my work apart. When we work together, you can expect clear and thoughtful analysis, fast delivery, and support throughout the project. Whether you are an investor, startup founder, business owner, or only a student, I am here to help you make smarter decisions based on real insights.
Let’s connect and build something meaningful together.
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TL;DR (Too long; didn’t read? Here's a summary):
✅ Expert in financial analysis, company valuation, and investment writing
✅ Over 5 years in equity research (Vietnam) + MSc Investment Analysis (UK)
✅ Work style: Thoughtful, detailed, client-first
✅ Mission-driven: Financial empowerment for individuals and small investors
✅ Flexible with rates, timelines, and client needs—let’s discuss
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MORE ABOUT ME
❓Why I do what I do❓
I grew up in a small farming community in Vietnam, where many people lost money to financial scams due to lack of knowledge. That’s what sparked my mission: to bring financial understanding to more people, one analysis at a time.
During 2021-2023, I’ve:
✅ Led educational projects on personal finance and investing for Vietnamese individuals
✅ Mentored university students in national investment competitions (Vietnam CFA Research Challenge )
✅ Built mini-courses and webinars to teach long-term investing in my company for individual investor.
And now, I want to bring that passion and skill to help you make more informed decisions.
Equity Valuation
Company Valuation
Equity Research
Investment Research
Microsoft Excel
Financial Modeling
Financial Analysis & Valuation
Finance
Financial Analysis
Financial Report
Chart Presentation
Mina L.
Manchester, United Kingdom
$30/hr
4.9
3 jobs
Experienced Corporate Finance and Investment Professional
I am a highly skilled Corporate Finance and Investment Professional with extensive experience in Corporate Finance Advisory, Financial Modeling, Business Valuations, and Private Equity transactions. Having successfully worked with both global financial institutions and boutique advisory firms, I deliver tailored, value-driven solutions that help businesses thrive. My commitment to excellence and attention to detail ensure every project is completed with precision and strategic insight.
Core Services and Expertise
CFA Level I Candidate (CFA Institute)
Certified Investment Banking Professional (New York Institute of Finance): Expertise in business sales, acquisitions, capital raising, financial reporting, and strategic planning.
Data Science for Investment Professionals (Certified by CFA Institute): Proficient in qualitative analysis, Python programming, and advanced financial modeling.
Deal Structuring: Specialized in buyouts, mergers, acquisitions, divestitures, company sales, and equity/debt financing.
Deal Negotiations: Expertise in structuring and negotiating business sales, acquisitions, and financing transactions.
Financial Due Diligence: Comprehensive analysis to evaluate acquisitions and investment opportunities.
Advanced Financial and Operational Modeling: Development of robust, user-friendly models, including:
Discounted Cash Flow (DCF) and Multiples-Based Valuations.
Models designed for acquisitions, buyouts, recapitalizations, private equity, venture capital, debt financing, and portfolio analysis.
Business and Investor Documentation: Expert in creating persuasive business plans, investor presentations, Private Placement Memoranda (PPMs), and prospectuses.
Industry Experience
I bring deep insights and hands-on expertise across various sectors, including:
Healthcare Services (Egypt and Saudi markets)
Pharmaceuticals
Financial Services
Human Resources
Food & Beverages
Automotive
Consumer Packaged Goods (CPG)
Transportation
Materials and Industrial (Cement, Paper, Ceramics)
Microfinance
Recent Projects
Developed business and financial plans for private equity investment firms.
Conducted business valuations for publicly listed companies in Canada, the USA, and Australia.
Delivered pre-IPO valuations for high-growth companies.
Built comprehensive financial models for startups and established ventures.
Performed financial due diligence for Food & Beverage sector transactions.
What I Offer
I specialize in creating dynamic financial models that are easy to use and adaptable to any business scenario. My models provide real-time updates, enabling you and your stakeholders to:
Conduct detailed "What If?" scenarios.
Perform sensitivity analysis and break-even analysis.
Seamlessly test revenue, profit margins, operating expenses, investments, and valuation assumptions.
Whether you need a robust revenue model, a strategic business plan, or a streamlined cash flow management system, I am here to help. My goal is to provide actionable insights that empower you to make informed decisions with confidence.
Languages and Communication
I am fluent in English, German, and Arabic, allowing me to collaborate effectively with diverse clients across global markets.
Cash Flow Analysis
Income Statement
Microsoft Excel
Finance & Accounting
Financial Modeling
Microsoft Word
IBM SPSS
Microsoft Project
Microsoft Access
Online Market Research
Microsoft PowerPoint
Market Research
Olufemi O.
London, United Kingdom
$95/hr
4.8
46 jobs
25 years in commercial strategy across investment banking (Morgan Stanley, Credit Suisse, Deutsche Bank, HSBC) and advising 80+ companies since 2014.
I help SaaS, fintech and B2B founders accelerate revenue through sharper go-to-market strategy, pricing and commercial execution.
✅ RECENT CLIENT WINS
⬩ FinTech SaaS: Repositioned pricing and tightened follow-up. Cut CAC payback from 14 months to 9.
⬩ AI SaaS: Rebuilt go-to-market strategy. increased demo bookings 27% in three months.
⬩ B2B sales tech: Rewrote qualification and messaging. Closed $22k in new contracts in 90 days.
⬩ Premium wellness brand: Ran market research with HNWIs and C-suite executives. Found the positioning now driving their pricing.
✅ WHAT I DO
⬩ Commercial Strategy (GTM, Pricing, Revenue Growth)
⬩ Fundraising (Business Plans Pitch decks, Financial models)
⬩ Fractional Leadership (CRO/ CMO)
✅ MY BACKGROUND
⬩ Former investment banker: Morgan Stanley, Credit Suisse, Deutsche Bank, HSBC
⬩ Founder and business advisor since 2014 - 80+ companies across SaaS, fintech, and professional services
⬩ UK law school graduate
✅ HOW I WORK
⬩ 60-min diagnostic call: I ask the right questions about your business and current challenges.
⬩ Analysis: I review your funnel, pricing, positioning, or sales process.
⬩ Roadmap: You get a clear plan with next steps.
✅ GET IN TOUCH
Message me, or invite me to your job post. Tell me what's blocking your growth, and let's put together a strategy that works.
Business Consulting
Business Plan
Startup Consulting
LinkedIn Lead Generation
Marketing Strategy
Marketing Automation
Sales Strategy
Go-to-Market Strategy
SaaS
AI Consulting
FinTech
B2B Marketing
Financial Modeling
Automated Workflow
Pricing Strategy Consulting
Viren C.
London, United Kingdom
$15/hr
5.0
2 jobs
Hi, I'm Viren - a History with Innovation (MArts) graduate from the
University of Bristol.
- Business innovation and research specialist with regional internship experience across the UK, Singapore & Spain.
- Skilled in data analysis, problem solving and stakeholder management with hands-on experience in startups and consulting.
-
Analytical Presentation
Management Consulting
Data Analysis
Research & Strategy
Research Proposals
Market Research
Business Innovation
Research Interviews
Stakeholder Management
Strategic Planning
Strategy
Problem Solving
Alex A.
London, United Kingdom
$30/hr
5.0
7 jobs
🚀 Tech Project Manager & QA Tester passionate about delivering high-quality digital solutions. I streamline workflows, enhance team collaboration, and ensure every project runs smoothly and every product performs flawlessly — from concept to launch. 💻✨
Qualifications: Prince2, PSM1, Asana Workflow Specialist and Project Management
🔹 Project Management Expertise:
I specialise in overseeing end-to-end technology projects, ensuring they are delivered on time, within scope, and on budget. I excel in Agile and Waterfall methodologies, risk & stakeholder management, and team coordination to drive success.
🔹 Manual Testing & QA:
As a meticulous manual tester, I conduct functional, regression, usability, and exploratory testing, identifying critical bugs before deployment. My keen attention to detail helps enhance product reliability and user satisfaction.
✅ Why Choose Me?
✔ Clear and effective communication
✔ Strong analytical and problem-solving skills
✔ Dedicated to quality and efficiency
✔ Experience with various industries and technologies
Let’s collaborate to optimise your project workflow and enhance software quality. Feel free to message me to discuss your requirements!
Agile Project Management
Jira
Project Management
Scrum
Management Skills
Change Management
Project Planning
Testing
QA Testing
Manual Testing
Information Technology Strategy
IT Consultation
IT Project Management
Product Backlog
Agile Software Development
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