Hire the Best Investment Preparation Freelancers
in Pakistan

Need a bulletproof, USCIS-compliant business plan that satisfies strict 'Matter of Ho' requirements? With a 95%+ E-2 visa approval rate and over $100M+ in funding secured for clients, I bridge the gap between your entrepreneurial vision and strict immigration/lender standards. Whether you are an entrepreneur chasing an SBA loan or an investor applying for a U.S. Visa (E-2, EB2-NIW, L-1), your success depends on more than just a document—it depends on a bulletproof financial and strategic narrative. With over 500+ successful business plans and a Top Rated track record, I bridge the gap between your business vision and the rigorous standards of lenders and USCIS officers. As a Fractional CFO and MBA, I don’t just "write plans"; I build investor-ready financial models and strategic roadmaps that get results. Why Clients Partner With Me: SBA & Bank Specialist: Deep experience in crafting plans that satisfy SBA 7(a) and 504 loan requirements. USCIS Expertise: Specialized in E-2, EB2-NIW, and L-1 plans designed to meet the strict "Matter of Ho" requirements. Financial Authority: I provide institutional-grade financial modeling, not just basic spreadsheets. Military Veteran Verified: I bring a unique level of discipline, integrity, and precision to every project. Core Consulting Services: Immigration Business Plans: (E-2, EB2-NIW, L-1, C-11) Fractional CFO Support: Cash flow forecasting, burn rate analysis, and KPI tracking. Investor Materials: Pitch Decks and Feasibility Studies that speak the language of VCs. The Zamurd H. Advantage: I combine my background in Accounting and Finance with real-world experience at firms like Fatima Group to deliver corporate-grade consulting at a freelancer’s pace. Ready to move forward? Let’s discuss your project goals. Click the 'Message' or 'Invite' button to start the conversation.

I am honest, hard worker, optimistic, trainable, detail- oriented and able to follow instructions up to every minute of detail provided. To provide a good quality output with high efficiency and time bounded service. I can assure your projects will be completed within time. I have 8 years of experience on those categories like: 1. Financial Valuation 2. Financial Analysis 3. Financial Statements 4. Financial Reporting 5.Projected Financial Models 6. Bookkeeping 7. Accounting and Finance projects and Assignments 8. Financial Graphs and stocks Analysis 9. Academic writing & Researcher 10. Quantitative and Qualitative Analysis 11. Financial projection and forecasting 12. Business Plan

Hi, I am Sumra Latif, a professional financial modelling expert with over 14 years of experience in creating integrated financial models for financial institutions. I am an expert Treasury professional with over 14 years of experience working in the financial services industry. I have a Master of Science (Management Science) and an MBA in finance degree with major research experience in investment, business, and finance. *Key Skills: Financial Modelling, Financial analysis, Business analysis, research writing, article writing and investment trading for capital market and forex. Let's Collaborate: Thank you for considering my profile. I look forward to the opportunity to work together!

I'm an Investment Analyst and Equity Research professional (ACCA | CFA Level 2 candidate), covering hedge funds, real estate projects and public equities. I specialize in financial modeling, real estate fund analysis, IPO valuation, and investment research — and I bring this institutional-grade expertise to every freelance engagement. What I bring to your project: - Financial Modeling: DCF, comparable company analysis, LBO, scenario & sensitivity analysis across industries (healthcare, insurance, cement, transport, retail, financial services) - Real Estate Financial Modeling: Feasibility studies, cash-flow forecasts, debt structuring, hold/sell scenario analysis for multi-billion SAR real estate portfolios - Equity Research & IPO Analysis: Modeled and analyzed 25+ IPOs on the Saudi Exchange (TASI & NOMU); built standardized valuation templates and IPO screening frameworks - Bloomberg Terminal: Daily user for comps, market data, and sector monitoring; built automated valuation models integrating Bloomberg data - Investment Research & Due Diligence: Fund performance monitoring, manager material review, and research notes for portfolio decision-making - Data & Visualization: Python for ad-hoc financial analysis, Power BI for dashboards and reporting My work has been presented directly to CIOs and investment committees. I deliver institutional-quality analysis, fast turnaround, and models that are clean, dynamic, and built to last. Let's connect — I'm ready to help you make better investment decisions.

As a highly qualified treasury professional and freelancer, with credentials like CFA and ACCA, I specialize in financial modeling, financial analysis, and accounting. My focus on client satisfaction has led to a strong Job Success Score (JSS) and lasting client relationships on Upwork. I have a proven track record of successfully completing diverse and complex projects, consistently delivering high-quality results. I am dedicated to exceeding client expectations and am eager to bring this level of commitment and expertise to new opportunities on Upwork.

Equity research, financial modeling, and Excel dashboards built to institutional standard. I turn raw numbers into DCF valuations, 3-statement and real estate models, investor pitch decks, and portfolio monitoring that survive due diligence. 𝐀𝐂𝐂𝐀 𝐅𝐢𝐧𝐚𝐥𝐢𝐬𝐭 · 𝐅𝐌𝐕𝐀 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 · 𝐏𝐰𝐂-𝐓𝐫𝐚𝐢𝐧𝐞𝐝 · 𝐔𝐀𝐄 𝐓𝐚𝐱𝐚𝐭𝐢𝐨𝐧 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 Every engagement starts with understanding your business, not copying a template. I build everything around your exact numbers, assumptions, and objectives. No locked sheets. No black boxes. No generic outputs. You own everything and can update it yourself. 𝐖𝐡𝐚𝐭 𝐈 𝐝𝐞𝐥𝐢𝐯𝐞𝐫: 𝐄𝐪𝐮𝐢𝐭𝐲 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 & 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 ◾ Equity research reports with integrated DCF and comparable company valuation ◾ Portfolio construction and monitoring across US, Hong Kong, and China A-Share markets ◾ Rules-based monitoring: stop-loss signals, drawdown ladders, position sizing ◾ Stock screening and buy/sell analysis with clear, actionable conclusions 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 ◾ 3-statement financial models (P&L, balance sheet, cash flow, fully integrated) ◾ Business valuation (DCF, comparable company analysis, asset-based) ◾ SaaS modeling (MRR, ARR, CAC, LTV, cohort revenue, churn) ◾ Real estate modeling (senior debt, seller financing, equity waterfall) ◾ M&A, LBO, and deal structuring support 𝐄𝐱𝐜𝐞𝐥 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝𝐬 & 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 ◾ Interactive KPI dashboards and management reporting ◾ Data cleaning: mixed date formats, duplicates, blanks, negative values, inconsistent text ◾ Automated trackers and reporting templates, fully formula-driven ◾ Budgeting, rolling forecasts, and monthly variance analysis 𝐏𝐢𝐭𝐜𝐡 𝐃𝐞𝐜𝐤𝐬 & 𝐅𝐮𝐧𝐝𝐫𝐚𝐢𝐬𝐢𝐧𝐠 ◾ Investor pitch decks built around the model, not slapped on top of it ◾ 5-year projections, scenario analysis, and sensitivity testing ◾ Investor-ready business plans and feasibility studies 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 & 𝐓𝐚𝐱 ◾ QuickBooks Online setup, reconciliations, and management reporting ◾ UK VAT returns, corporation tax computations, and HMRC compliance 𝐑𝐞𝐜𝐞𝐧𝐭 𝐰𝐨𝐫𝐤: ➤ 12-stock US equity research report with integrated DCF and comps for a portfolio migration, refined across multiple reviewer rounds. ➤ AI-assisted portfolio monitoring system for an institutional investor managing US and Asian equity, with a rules-based weekly framework. ➤ Interactive KPI dashboard built from messy source data (mixed formats, duplicates, blanks) cleaned and automated end to end. ➤ 33-sheet SaaS model with cohort revenue, unit economics, and burn scenarios for a seed round. ➤ 10-slide buy-side M&A pitch deck for a $485mm LBO (31.8% IRR, $117mm synergy NPV), backed by a 14-tab linked 3-statement model. 𝐄𝐯𝐞𝐫𝐲 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐚𝐛𝐥𝐞 𝐢𝐬: ◾ Fully formula-driven ◾ Audit-ready ◾ Built to Big 4 standard ◾ Backed by 7 days of free post-delivery support. 𝐌𝐞𝐬𝐬𝐚𝐠𝐞 𝐦𝐞 𝐰𝐢𝐭𝐡: (1) what you need, (2) your deadline, (3) the single biggest number keeping you up at night. I'll reply with exactly how I can help.