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Chartered Management Accountant (CMA) & Public Finance Accountant (PFA) with 300+ completed projects, helping startups and established companies with Financial Modeling, Business Plans, Pitch Decks, Bookkeeping, M&A, Valuation, FP&A, and Financial Reporting. I work with startup founders, growing businesses, established companies, accounting firms, and PE/VC investors who need reliable financial analysis and decision-ready deliverables. My core services include: ◆ FINANCIAL MODELING & FP&A 3-statement financial models, 3–5 year forecasts, budgeting, cash flow forecasting, scenario and sensitivity analysis, unit economics, KPI dashboards, break-even analysis, and investor-ready financial projections. ◆ BUSINESS PLANS & PITCH DECKS Investor-ready business plans, feasibility studies, market and financial analysis, fundraising materials, pitch decks, financial narratives, and investor presentations. ◆ BOOKKEEPING, ACCOUNTING & TAX SUPPORT Bookkeeping cleanup, reconciliations, financial reporting, management accounts, P&L and balance sheet analysis, cash flow reporting, tax workpapers, supporting schedules, and tax-ready financial information. ◆ M&A, VALUATION & DUE DILIGENCE DCF valuation, comparable-company analysis, precedent transactions, M&A financial modeling, acquisition analysis, ownership succession, exit planning, cap tables, scenario analysis, due diligence, and transaction support. Selected experience includes: • M&A financial analysis for a U.S. law firm supporting ownership succession and exit-planning engagements • SaaS business valuation for Series A financing using multiple valuation approaches • Hardware + SaaS financial modeling covering revenue, cash flow, unit economics, scenarios, EBITDA, and dashboards • Investor-ready business plans, pitch decks, and financial projections • Feasibility and investment studies across multiple sectors • Bookkeeping cleanup and management financial reporting Industry experience includes SaaS, AI, Fintech, E-commerce, FMCG, Construction, Hospitality, Energy, and Professional Services. What clients value in my work: ✓ Clear and transparent financial models ✓ Strong Excel and financial analysis skills ✓ Investor-ready deliverables ✓ Detail-oriented execution ✓ Responsive communication ✓ Ability to translate complex financial information into practical business decisions Whether you need a startup financial model, business plan, investor pitch deck, bookkeeping support, business valuation, M&A analysis, or ongoing FP&A support, I can help turn your financial information into clear, actionable insights and decision-ready deliverables.

𝐇𝐞𝐥𝐩𝐢𝐧𝐠 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 𝐦𝐚𝐤𝐞 𝐬𝐦𝐚𝐫𝐭𝐞𝐫 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬 𝐭𝐡𝐫𝐨𝐮𝐠𝐡 𝐅𝐏&𝐀, 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐦𝐨𝐝𝐞𝐥𝐢𝐧𝐠, 𝐟𝐨𝐫𝐞𝐜𝐚𝐬𝐭𝐢𝐧𝐠, 𝐚𝐧𝐝 𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐛𝐥𝐞 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬. I help businesses improve financial visibility and make better decisions through FP&A, financial modeling, forecasting, and management reporting. 𝐀𝐬 𝐚𝐧 𝐅𝐏&𝐀 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐭, 𝐈 𝐬𝐮𝐩𝐩𝐨𝐫𝐭 𝐟𝐨𝐮𝐧𝐝𝐞𝐫𝐬, 𝐞𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞𝐬, 𝐚𝐧𝐝 𝐟𝐢𝐧𝐚𝐧𝐜𝐞 𝐭𝐞𝐚𝐦𝐬 𝐰𝐢𝐭𝐡: • Budgeting and forecasting models • Monthly financial reporting and KPI dashboards • Cash flow forecasting and scenario analysis • 3-statement financial models (P&L, Balance Sheet, Cash Flow) • Variance analysis (Actual vs Budget vs Forecast) • Profitability analysis and cost optimization • Investor and management reporting My experience includes building financial models for e-commerce businesses, real estate projects, healthcare companies, private investments, and growing SMBs. I combine accounting expertise with financial analysis to transform raw financial data into actionable insights. My goal is not only to report what happened, but to help you understand why it happened and what actions will improve future performance. I have worked with businesses using QuickBooks Online, Xero, Shopify, Amazon, Stripe, ERP systems, and other financial platforms to build accurate reporting and forecasting frameworks. If you need a finance partner who can help you plan, analyze, and drive better business decisions, I would be happy to support you. FP&A Analyst | Financial Planning & Analysis | Financial Modeling Expert | Budgeting | Forecasting | Financial Forecasting | KPI Reporting | Management Reporting | Financial Dashboards | Variance Analysis | Cash Flow Planning | Profitability Analysis | Scenario Analysis | Business Performance Analysis | Financial Projections | Microsoft Excel | Google Sheets

I help founders, business owners, and finance teams turn raw numbers into decisions they can act on — through financial models investors trust, forecasts that hold up under scrutiny, valuations grounded in real analysis, and CFO-level insight into what's actually driving (or draining) the business. 🏦 10+ Years in Finance, Accounting & CFO Advisory (incl. KPMG Dubai) 💼 Top Rated Plus on Upwork 📊 200+ Clients Across International Markets 💰 Supported Clients in Raising $2M+ in Funding WHAT CLIENTS SAY "Syed is capable, smart and willing to go the extra mile. I will use him in the future as additional financial modeling responsibilities arise. I can recommend without reservation." "Syed was fantastic to work with. He not only fixed my spreadsheet exactly as I asked, but also went above and beyond by continuing to make edits until everything was working smoothly. He patiently walked me through the changes and explained his comments clearly, which made the whole process smooth and stress-free. On top of that, he was extremely responsive, made himself available whenever I had questions, and delivered well within the agreed timeframe. Highly recommend." STRATEGIC FINANCE & CFO ADVISORY - Fractional CFO & Strategic Finance Support - Three-Statement Financial Models & Financial Projections - FP&A, Budgeting & Forecasting - Cash Flow Forecasting & Scenario/Sensitivity Analysis - Business Valuation & Investment Analysis - Startup Financial Models & Fundraising Support - KPI Dashboards & Management/Board Reporting - Real Estate Financial Modeling & Property Valuation - Investor Presentations & Pitch Deck Financial Sections ACCOUNTING & BOOKKEEPING - QuickBooks Online & Xero Bookkeeping - Bookkeeping Cleanup & Catch-Up - Bank & Credit Card Reconciliations - Chart of Accounts Review & Cleanup - Financial Statement Preparation (US GAAP & IFRS) INDUSTRY EXPERIENCE SaaS, Technology, Fintech, E-commerce, Real Estate, Construction, Oil & Gas, Manufacturing, Textile, FMCG, Healthcare, and Professional Services. TOOLS & SYSTEMS Advanced Excel & Google Sheets, QuickBooks Online, Xero, Power BI, Tableau, SAP, Oracle. Whether you need a fundable financial model, a clear read on cash flow and profitability, a business valuation, or clean books you can finally trust — send me a brief description of what you're working on, and I'll tell you exactly how I'd approach it.

Hello, Welcome to my profile. I am an ACCA Member, Accountant, and Financial Analyst with 5+ years of experience in Financial Modeling, FP&A, Valuation, Investment Banking, Corporate Finance, Fractional CFO and QuickBooks Bookkeeping. My background includes 3+ years at PwC and FMVA Certification from the Corporate Finance Institute (CFI). I am top rated plus seller (top 3% Talent) on Upwork with more than 250 clients (on Upwork and other freelance platforms) I help businesses, investors, startups, and private equity firms make confident, data-driven decisions through institutional-grade financial analysis, while also providing reliable QuickBooks Bookkeeping and accounting support. Whether you need a fractional CFO, Three-Statement Model, DCF Valuation, LBO Model, Real Estate Financial Model, FP&A support, or a professional Bookkeeper to manage your financial records, I deliver clean, audit-ready outputs built to institutional standards. ### What I Offer ✅ Financial Modeling – Three-Statement Models, budgeting, forecasting, scenario analysis, and cash flow modeling ✅ FP&A Support – Rolling forecasts, KPI dashboards, management reporting, and variance analysis ✅ Investment Banking & Private Equity Analysis – DCF Valuation, Comparable Company Analysis, LBO Models, investment memos, and deal analysis ✅ Startup Financial Modeling – Investor-ready models, Fractional CFO Services, fundraising support, and growth planning ✅ Real Estate Financial Modeling – Acquisition underwriting, development models, and portfolio analysis ✅ QuickBooks Bookkeeping – Bank reconciliations, chart of accounts setup, transaction categorization, month-end close, financial reporting, and ongoing bookkeeping support ### Industries I Have Worked With ✅ Real Estate & Property Development ✅ SaaS & Technology ✅ E-commerce & Retail ✅ Manufacturing & Industrial Businesses ✅ Healthcare & Medical Services ✅ Financial Services & FinTech ✅ Construction & Infrastructure ✅ Hospitality & Tourism ✅ Professional Services Firms ✅ Logistics & Transportation ✅ Renewable Energy & Utilities ✅ Consumer Products & Distribution ### Why Clients Hire Me ✅ ACCA Member, Accountant, and Financial Analyst with Big 4 (PwC) experience ✅ FMVA Certified Financial Modeling & Valuation Professional ✅ Strong background in Financial Modeling, FP&A, Investment Banking, Private Equity, and QuickBooks Bookkeeping ✅ Experience building investor-grade DCF, LBO, and Three-Statement Models ✅ Professional Bookkeeper with experience maintaining accurate financial records and management reports ✅ Trusted by founders, investors, and private equity professionals ✅ Clean, well-structured deliverables, fast turnaround, and clear communication If you are looking for a Financial Analyst, Fractional CFO , Accountant, or Bookkeeper who can provide both strategic financial insights and dependable QuickBooks Bookkeeping services, let's connect to discuss your project.

Need a financial model that actually helps you make a decision? I can build it. I’m a Chartered Accountant and former KPMG professional with 5+ years of experience helping startups, SMEs, investors, and growing businesses turn financial data into clear forecasts, models, and actionable insights. I specialize in building practical, decision-ready financial models—from forecasting and budgeting to valuation, fundraising, acquisitions, and strategic planning. What I can help you with 📊 Financial Modeling • 3-statement financial models • Revenue & expense forecasting • Cash flow and runway models • Scenario & sensitivity analysis • Business planning models 💰 Valuation & Investment Analysis • DCF valuation • Comparable company analysis • Acquisition & transaction models • LBO / investor return analysis • Fundraising and investor models 📈 FP&A & Strategic Finance • Budgeting & forecasting • Budget vs. actual analysis • KPI dashboards • Profitability analysis • Cash-flow planning • Management & investor reporting 🚀 Startup & Growth Finance • Financial models for fundraising • Pre- & post-money valuation • Cap table modeling • SaaS metrics & unit economics • Financial projections for pitch decks I also bring a strong accounting foundation, which means the models I build are not only visually polished—they are logically connected to the underlying financial statements and business economics. Why work with me? ✓ Chartered Accountant + former KPMG experience ✓ 100% Job Success | Top Rated on Upwork ✓ 20+ projects delivered ✓ 5+ years of finance experience ✓ Strong Excel and financial modeling skills ✓ Clear communication and reliable delivery ✓ Models built for decisions—not just presentations Whether you need a model built from scratch, an existing model improved, or help making sense of your numbers, send me the details. I’ll help you turn the numbers into a clear financial story.

I specialize in financial modeling, valuation, and equity research, helping clients assess business value, investment potential, and financial performance through structured, data-driven analysis. My core work includes building DCF models, comparable company valuations, and detailed financial statement analysis to support investment and corporate finance decisions. Alongside valuation work, I apply quantitative methods in Python and Excel to enhance forecasting accuracy, scenario modeling, and risk analysis, particularly in equity research and financial decision-making contexts.