Hire the Best Portfolio Performance Modeling Specialists
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TOP UK UNIVERSITY ACCOUNTING AND FINANCE GRADUATE I solve problems with data, finance, and technology and I deliver work that actually gets used. I hold a FIRST CLASS BSc in Accounting and Finance from Queen Mary University of London, and I have spent the last several years applying analytical and technical skills across genuinely high-stakes environments such as running a 5MW+ business operation, working in finance and operations at a £100m+ luxury business, and building financial models, automated systems, and data pipelines across a range of industries and project types. I am comfortable across a wide range, from a complex financial model built to investment banking standards, to a Python script that automates a reporting process, to a messy dataset that needs cleaning and making sense of, to a market research brief that needs a clear deliverable at the end. The common thread is that I take the work seriously, deliver to a high standard, and do not cut corners. My best client relationships tend to be with people who have a real problem and need someone who can figure it out, not just follow a template. If you are not entirely sure who to hire for your project, that is often a good sign we should talk. I do not use AI to complete client work unless explicitly asked to. What I work on: Data Analysis & Reporting Analysing large and complex datasets to surface trends, patterns, and actionable insights. Data cleaning, transformation, and validation. ETL-style workflows and structuring raw data into analysis-ready formats. KPI dashboards, performance monitoring, and executive-level reporting in Excel, Google Sheets, and Power BI. Statistical analysis, survey data, e-commerce, SaaS, and operational analytics. Financial Analysis & Modelling Financial modelling across forecasting, budgeting, scenario and sensitivity analysis. Investment analysis including DCF, comparable company analysis, precedent transactions, and LBO modelling with full 3-statement integration, debt schedules, and IRR/MOIC outputs. Revenue modelling for startups, pitch decks, and fundraising. Cost analysis, margin analysis, profitability tracking, cash flow management, working capital analysis, budget vs. actual variance reporting, break-even analysis, unit economics, and pricing strategy. Multi-currency and international financial data handling. Automation & Process Improvement Automating repetitive tasks using Excel VBA, Python, and workflow tools. Spreadsheet optimisation such as fixing broken files, improving structure, speeding up slow workbooks. Building automated reporting systems that save hours every week. Process mapping and operational efficiency improvements. Streamlining data pipelines and manual workflows. AI & Emerging Technology AI-assisted research, analysis, summarisation, and reporting. Building lightweight AI-powered tools to improve business efficiency. Data extraction from documents, PDFs, images, and web sources. Integrating AI into existing workflows to reduce manual effort. Prompt engineering and LLM application for business use cases. Business & Research Support Market research, competitor analysis, and industry benchmarking. Business analysis and strategic recommendations. CRM data management, cleanup, and reporting. Ad hoc research and deep-dive analysis. Presentation building and report writing with clear, professional formatting. Tools: Excel (Advanced) · Python (pandas, automation) · SQL · Power BI · VBA · Google Sheets · AI tools · Various CRM and project management platforms Whether you need a one-off task completed properly, a complex model or system built from scratch, an unusual project that does not fit the standard freelancer mould, or a reliable partner you can come back to, I would love to hear about it.

I help founders and growing businesses improve financial visibility through cash flow forecasting, management reporting, KPI dashboards, profitability analysis, and commercial decision support. Most businesses already track revenue and costs. The real challenge is understanding what is actually driving profitability, operational inefficiencies, and cash flow performance underneath. What I can help you with: - Strategic operational support - FP&A support, variance analysis, and KPI reporting - Financial modelling (forecasting, budget vs actual, variance analysis, sensitivity analysis) - Board & executive-level reporting packs - Profitability, margin, and cost structure analysis - SME M&A support and deal analysis - Commercial due diligence support - Investment case and acquisition modelling - Enterprise value, equity value and deal structure analysis What clients typically get from me: - Faster, more reliable forecasting cycles - Cleaner, decision-ready financial reporting - Reduced manual Excel work through automation - Stronger visibility into profitability drivers - Models that are structured, scalable, and easy to maintain - Independent assessment of valuation assumptions - Clearer investment and acquisition decision making - Improved buyer and investor ready reporting - Commercial insights that support negotiations and transactions My background spans commercial finance, business analysis, operational strategy, and automation, which allows me to bridge the gap between finance, operations, and technology to deliver practical solutions that improve profitability, forecasting accuracy, reporting visibility, and decision making. I specialise in working with growing businesses that need help improving financial visibility, automating reporting, streamlining operations, and building scalable finance processes that support long term growth. I have supported commercial and investment decisions worth over £600m through financial modelling, scenario analysis, profitability reviews, forecasting, and business case development. My approach combines financial analysis with commercial thinking, helping businesses understand not just what the numbers say, but what they mean for valuation, growth, profitability, and strategic decision making. If you are looking for a strategic finance partner who can translate financial data into better commercial decisions, whether that’s improving profitability, evaluating an acquisition, supporting a business sale, or building investor ready financial models, I can help.

As a skilled actuary and financial modeller, I combine advanced analytical expertise with practical industry knowledge to deliver precise, data-driven solutions for insurance and finance. With a first-class degree in MORSE (Mathematics, Operational Research, Statistics, and Economics), I bring a rigorous quantitative foundation to complex risk assessments, pricing models, and financial projections. My experience in General Insurance allows me to develop tailored, automated tools - from reserving analyses to capital modelling - using Excel, VBA, and other actuarial software. I ensure accuracy, efficiency, and clarity in every project, whether optimising underwriting processes, validating data integrity, or building dynamic financial reports. Currently pursuing actuarial qualifications, I bridge academic theory with real-world applications, offering clients reliable insights and scalable solutions. Trusted for my ethical approach, meticulous attention to detail, and commitment to deadlines, I help businesses make informed decisions with confidence.

BIO ----- I am an investment professional (CFA, CQF and Msc) with +15 years' experience in investments and technology in multiple roles such (Portfolio Manager, Investment Analyst, Data Scientist, and Head of Equities) for top-tier firms such as Santander AM, BNP Paribas, LCAM and Jefferies International. Nowadays I am regularly involved in freelance projects that require a combination of investments knowledge and Data Science & Machine Learning expertise for clients such as UHNWIs, Family Offices and investment firms (Hedge Funds, Pension Plans, Investment Banks); while also acting as Visiting Lecturer delivering "Data Science and Machine Learning" at University of London and as a lead of the CFA UK Data Science and Machine Learning Working Group. Contact me if you have any of the following needs: -------------------------------------------------------------- • You are looking for a experienced investment professional to invest your capital (track record available). • You are looking for a professional that combines machine learning and investments knowledge. • You are looking for an experienced equity research analyst to conduct in-depth bottom-up analysis. • You are looking for a professional to carry out an alternative data and machine learning project related to investments/finance. KEY SKILLS: ---------------- • Investments: portfolio management, corporate finance, forensic accounting analysis, fundamental analysis, and advanced corporate finance excel modelling. • IT: Advanced coding (Python, R, VBA, SQL), Machine Learning applications for investing. • Languages: Spanish (Mother Tongue), English (Native), French (Basic) • Other: corporate trainer, university lecturer, public speaker

I’m a quantitative researcher with a PhD in Financial Economics and extensive experience across investment management and academia. I specialize in quantitative modeling, econometrics, and data-driven analysis integrating financial, fundamental, and alternative data. My work covers alpha research, portfolio modeling, and performance analysis, with publications in leading academic journals. I offer two complementary services: For industry – developing and validating investment models, streamlining research workflows, and generating actionable insights through advanced statistical analysis. For academia – managing the full research process, from data collection and management to econometric analysis and publication-ready results. Core skills: Quantitative research, econometrics, factor investing, and data analysis. Technical expertise: Python, R, SQL, ML/LLM toolkits, and major cloud computing environments and financial data platforms. I turn complex datasets into insights and models that deliver value across research and investment applications.

Chartered Financial Analyst and Certified Financial Modeling & Valuation Analyst specializing in financial analysis, financial reporting, financial modeling and business & equity valuations. I have worked in the banking, manufacturing and retail-pharmacy industries in the U.S. and U.K. I have extensive knowledge on financial reporting and analysis - U.S. GAAP and IRFS, equity, fixed-income and business valuations, forecasting, as well as sensitivity and scenario analysis. I am a self-starter with a strong work ethic and the ability to work independently. I have the ability to communicate complex financial information in a clear and understandable manner, which makes me an ideal freelance financial analyst. My analytical skills, attention to detail and ability to work under tight deadlines make me an ideal candidate for any project. I am committed to providing my clients with high-quality work and excellent service. I am always looking for new opportunities to work with clients who share my passion for financial success. If you are in need of a financial analyst to help you achieve your financial goals, please don't hesitate to reach out to me. I would be happy to discuss how I can assist you.