Hi, Iโm Faiz โ a Chartered Accountant (CA) with 6+ years of experience, including 3.5 years at KPMG in Financial Due Diligence and 2.5 years at Macquarie in accounting for ESOPs under IFRS/GAAP.
I help international clients, startups, and M&A firms with:
Financial Due Diligence (FDD): Quality of Earnings (QofE), Net Working Capital, Net Debt, EBITDA adjustments, red flag analysis.
Excel & Financial Modeling: Custom dashboards, forecasting models, KPI tracking, business analysis.
Accounting & Reporting: Bookkeeping clean-up, reconciliations, QuickBooks/Xero support, management reporting packs.
๐ก Highlights:
Delivered 100+ due diligence projects with excellent feedback.
Recognized at KPMG with multiple SPOT awards for high-quality client deliverables.
Advanced skills in Excel (formulas, macros, automation) โ turning messy data into decision-ready insights.
Experienced in preparing income tax returns & compliance for diverse industries (Banking, Education, Trading, Manufacturing, Charities).
What clients value most about me:
โ Clear communication and reliable delivery.
โ Analytical depth without jargon.
โ Flexible support tailored to their needs.
If youโre looking for an Ex-KPMG Chartered Accountant who can combine technical accuracy with business insight, letโs connect.
Mergers & Acquisitions
Financial Analysis & Valuation
Business Valuation
Financial Modeling
Due Diligence
Accounting
Bookkeeping
Financial Reporting
Account Reconciliation
Microsoft Excel
Microsoft PowerPoint
QuickBooks Online
Xero
Data Analysis
Financial Projection
Rupanshu M.
Padampur, India
$40/hr
5.0
14 jobs
I help investors, search funds, and acquirers make confident acquisition decisions through clear, decision-oriented Financial Due Diligence and Quality of Earnings (QoE) analysis.
I am a Chartered Accountant with ex-EY Financial Due Diligence experience, supporting buy-side and sell-side transactions across SMBs, SaaS, and services businesses.
My focus is simple:
๐ normalize earnings
๐ identify deal risks
๐ explain financials in plain English
๐ support price and structure negotiations
๐ What I Deliver
Quality of Earnings (QoE) analysis
Cash-to-accrual conversion
EBITDA normalization & adjustments
Revenue recognition & sustainability review
SaaS MRR analysis (new, churn, expansion, contraction)
Working capital analysis & normalized WC peg
Proof of cash & financial tie-outs
One-time, non-recurring & owner-related adjustments
Investor-ready diligence reports & databooks
๐ Selected Deal Experience
Buy-Side QoE โ Services Business (~$3m revenue)
โข Converted cash-basis books to accrual
โข Identified overstated EBITDA due to deferred expenses and aggressive add-backs
โข Normalized EBITDA reduced by ~18%, supporting price renegotiation
SaaS Financial Due Diligence
โข Built monthly MRR bridge and cohort analysis
โข Assessed churn risk, customer concentration, and revenue quality
โข Highlighted sustainability risks impacting valuation multiple
Lower-Middle-Market Acquisition Support
โข Normalized working capital and seasonality impact
โข Identified timing risks affecting cash flows
โข Provided negotiation inputs used in SPA discussions
Clients value both the quality of analysis and clarity of communication. As one client shared:
โHis insights significantly enhanced the quality of the financial due diligence report, and his deep understanding of the business ensured a thorough analysis.โ
Another client noted:
โRupanshu has done a good job of doing the audit of the company and coming up with detailed results.โ
๐ง Background
I have 8+ years of post-qualification experience, including Big 4 (EY) Financial Due Diligence, working on transaction support, QoE, working capital, and financial risk assessment.
I combine Big-4 rigor with freelancer flexibility.
๐ค Best Fit For
Private equity & independent sponsors
Search funds & first-time buyers
Strategic acquirers
Investors acquiring businesses with $0.5mโ$10m revenue
If you want Big-4 quality diligence without Big-4 fees, letโs talk.
Financial Audit
Financial Accounting
Microsoft Excel
Financial Analysis & Valuation
Financial Modeling
Internal Auditing
Financial Analysis
Due Diligence
Financial Statement
Microsoft PowerPoint
Alteryx, Inc.
Swastik C.
Delhi, India
$40/hr
5.0
23 jobs
Most financial models look clean right up until real money is on the line. Then the buyer's team opens the file and the questions start. I build financial modeling, valuation, and M&A due diligence work that survives that moment.
Here is why my bar is different. For 8+ years I have worked in finance, and for the last 3+ I have run financial due diligence on live US middle-market deals ($5M-$50M), on the team buyers bring in to test whether the numbers behind a transaction hold up. I have seen purchase prices move because a single working capital adjustment was missed. That experience sits behind every file I deliver here: if it would not pass a diligence review, it does not leave my desk.
๐ Top Rated Plus (top 1% of Upwork) within 3.5 months, at 100% Job Success
๐ฏ Who I work with: founders preparing a raise, investors and search funds evaluating targets, lenders structuring debt, and CFOs or agencies that need senior modeling capacity without a senior hire
๐ Clients across the US, the Gulf, and Australia. Based in India, my workday fully overlaps Gulf and Australian business hours and meets US afternoons daily, so you are never waiting a day for an answer
๐ Financial Modeling & Valuation - integrated 3-statement models, DCF and LBO builds, trading comps, scenario and sensitivity toggles. Recent: a EUR 1.65B revenue manufacturing model with a 13-week cash flow and a three-scenario toggle
๐ M&A & Due Diligence - buy-side and sell-side support, Quality of Earnings (QoE), EBITDA normalization, net working capital analysis, investment committee memos, diligence databooks
๐ฆ Debt & Real Estate - a EUR 960M multi-tranche package (Term Loan B, RCF, ABL), a $115M construction and refinance model, IRR and NPV property underwriting tools
๐ Capital Raises & Business Plans - investor-ready models, pitch deck financials, financial feasibility studies, and unit economics that answer the questions investors actually ask. Recent work includes supporting a pre-seed raise for a Gulf (DIFC) venture
๐ FP&A - budgets, P&L templates, labor models, KPI dashboards, multi-entity consolidations across healthcare, manufacturing, real estate, and services
๐ป Tools: advanced Excel and VBA, Google Sheets, PowerPoint, and Python automation, so version four of your model arrives as fast as version one
๐ CA Finalist (ICAI), cleared CFA Level I, and 1,000+ published finance articles, including for Wall Street Oasis. The commentary that ships with my models reads like it was written by someone who understands the business. It was.
๐ค One thing worth knowing in 2026: I also work with AI research teams evaluating how frontier models handle investment banking tasks. I know exactly where AI-generated finance work breaks, and I make sure yours does not.
๐ค How I work: fixed milestones, so you approve the structure before the heavy build begins. Working files are always yours. Clear scope, no surprises.
๐ฉ If you have a deal, a raise, a model, or reporting that needs to hold up under someone else's scrutiny, message me with one line about it, or book a consultation and we will scope it live. I will tell you plainly whether I am the right person for it, and if I am not, I will say so.
Mergers & Acquisitions
Financial Modeling
Business Valuation
Financial Analysis & Valuation
Equity Research & Analysis
Cash Flow Modeling
Accounting
Microsoft Excel
Financial Projection
Corporate Finance
Due Diligence
Financial Reporting
Investment Banking
Valuation
Pitch Deck
Bookkeeping
QuickBooks Online
Forecasting
Real Estate Financial Modeling
Microsoft Power BI
Amit C.
New Delhi, India
$30/hr
4.9
256 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.
Business Plan
Private Equity
Data Scraping
Management Consulting
Pitchbook
Financial Analysis
Business Valuation
Financial Modeling
Market Segmentation Research
Market Analysis
Investor Overview
Investment Banking
Company Research
List Building
Sahas A.
New Delhi, India
$35/hr
5.0
6 jobs
I help founders prepare, position, and sell online businesses.
My experience is strongest in digital businesses across content, ecommerce, SaaS, subscriptions, and other internet-first models. I work on the sell side, with a focus on guiding founders through the sale process.
Contact me for a FREE Business Valuation
Mergers & Acquisitions
Sales
Client Management
Due Diligence
Salesforce
Financial Modeling
Business Analysis
Investment Research
Business Development
Lead Generation
Jatan V.
Surat, India
$70/hr
5.0
9 jobs
A Corporate finance professional with experience across Valuation, M&A and fundraising financial models. I have experience working with lenders, investors as well as credit rating agencies for financial requirements. I have also worked on cross-border M&A deals, reviewing key agreements as well as preparing their financial models.
I'm an MBA from IIM Bangalore and an MiM from ESCP Business School, Paris, with a specialization in Investment Banking.
Mergers & Acquisitions
Finance
Corporate Finance
Investment Banking
Financial Modeling
Fundraising
Financial Analysis & Valuation
Venture Capital
Private Equity
Project Finance
Business Plan
Microsoft Excel
Google Sheets
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