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I am a Chartered Financial Analyst (CFA, USA) and Chartered Accountant Affiliate with over 10 years of experience in Financial Analysis, Financial Modeling, Financial Projections, Forecasting, and Corporate Finance. I help startups, SMEs, and established businesses make data-driven decisions, improve profitability, and achieve sustainable growth. My professional background includes experience with KPMG Dubai, multinational banks, asset management firms, and consulting engagements across various industries. I have successfully delivered investor-ready financial models, valuation reports, budgeting frameworks, forecasting models, and strategic financial insights for clients worldwide. I possess strong expertise in Financial Planning & Analysis (FP&A), Business Valuation, Budgeting, Cash Flow Forecasting, Investment Analysis, and Corporate Finance Strategy. My technical skills include QuickBooks, Xero, SAP, Oracle, Power BI, Tableau, and advanced Excel financial modeling. Throughout my career, I have worked with businesses in SaaS, Technology, Fintech, Oil & Gas, Construction, Real Estate, Manufacturing, Textile, FMCG, Healthcare, E-commerce, and Professional Services sectors. Core Services: • Financial Analysis and Business Performance Review • Financial Modeling and Financial Projections • Budgeting, Forecasting, and FP&A • Corporate Finance and Strategic Planning • Business Valuation and Investment Analysis • Cash Flow Forecasting and Scenario Analysis • Real Estate Financial Modeling and Property Valuation • Three Statement Financial Models (Income Statement, Balance Sheet, Cash Flow) • Startup Financial Models and Investor Presentations • Business Plans and Fundraising Support • KPI Dashboards and Management Reporting • Accounting Review and Financial Reporting under US GAAP and IFRS Why Clients Work With Me: • 10+ years of finance and consulting experience • CFA (USA) and Chartered Accountant Affiliate • Expertise in Corporate Finance, Financial Analysis, and Financial Modeling • Industry experience across multiple sectors • Clear, accurate, and easy-to-understand financial models • Strong communication and commitment to deadlines My work has helped clients secure more than $2 million in funding globally and improve the quality of their financial decision-making. If you need support with Financial Analysis, Financial Modeling, Financial Projections, Forecasting, Budgeting, Valuation, FP&A, or Corporate Finance, let's connect. I offer a free consultation to discuss your project and build a solution tailored to your business goals.

🏆 Chartered Financial Modeler and Fractional CFO | 500+ models built | $1B+ raised by clients Need an investor-ready model, a clean month-end close, or CFO-level control of your cash? I'm Ilyas Anis (CFM, AFM, FMVA, FCMA, ACA), Top Rated Plus with 8,600+ hours, 369 jobs, and 100% Job Success across 14 years on Upwork. I turn raw numbers into models, dashboards, and decisions that close rounds and protect cash. ✅ What I Deliver • Financial Models (500+ built): 3-statement, DCF, LBO, cap tables, SaaS metrics, real estate. Stress-tested for debt and equity raises; my clients have raised over $1B. • Fractional CFO Services: cash runway, 13-week cash flow forecasts, board packs, investor reporting. Interim CFO for 10+ companies. • Month-End Bookkeeping & Close: QuickBooks, Xero, and NetSuite cleanups and ongoing closes. Cut one NetSuite close by 25% after an ERP migration. Payroll runs included. • Reporting Automation: Google Sheets + Power BI dashboards that save 20+ hours a month and put live KPIs in front of execs. 🚀 Why Clients Trust Me • $300M+ P&L managed at Chatime Canada and Real Dairy Australia; supported a $20M acquisition. • Full toolset: Excel/VBA, Google Sheets and Apps Script, Power BI, QuickBooks, Xero, NetSuite, SAP. • 6 finance credentials and 16 years across FP&A, accounting operations, and audit. 🔄 Simple 3-Step Process 1. Discovery Call (free, 15 min): scope, timeline, success metrics. 2. Draft and Iterate: first cut in 3 days; you comment live. 3. Finalize and Support: delivery, walkthrough, 14-day tweaks included. "Took my QuickBooks chaos and delivered a clean, investor-grade model in 3 days." Upwork client 📅 Let's Talk Hit "Invite to Job" or send a quick message. I reply within 12 hours and, once scoped, can quote a fixed price so you know the total cost upfront.

Qualified finance professional (ACA) and strategic advisor trusted by 200+ businesses, investors, and founders — including VCs, PEs, and high-growth operators. I help management teams gain financial clarity, performance visibility, and investor confidence through data-driven insights and scalable finance systems. My work bridges strategic finance and execution — from investor-grade financial models to board-ready performance packs and M&A support. → Investor-grade financial models and forecasts → M&A support (LOI, acquisition modeling, QOE prep) → Business valuations and scenario-based planning → Strategic finance systems that scale ✦✦ Core Expertise ✦✦ 🔷 FP&A & Performance Reporting • 3-statement financial models, dynamic forecasts & what-if scenarios • Monthly performance packs, dashboards, and management reports • Variance analysis (budget vs. actuals) with key driver commentary • Budgeting, cost optimization, and KPI frameworks for scaling businesses • Pricing models, unit economics & profitability analysis 🔷 M&A & Investment Consulting • Deal modeling (LBO, DCF, comps) and valuation analysis • Buy-side & sell-side due diligence (financial & QOE prep) • LOI preparation, transaction structuring, and integration planning • Post-deal performance tracking & reporting 🔷 Valuation & Capital Strategy • Business valuations (DCF, comps, precedent transactions) • Fundraising support: investor decks, financial narratives & data rooms • Capital strategy and equity planning advisory 🔷 Fractional CFO & Strategic Finance • Board and investor reporting, monthly performance reporting packs • Cash flow management & financial control setup • Building finance processes, dashboards, and reporting systems (GAAP/IFRS) • Strategic advisory aligned with growth, liquidity, and profitability goals

✨ Top- Rated freelancer on Upwork, recognized for consistent quality, reliability, and high client satisfaction. ✨ Are you looking for investor-ready financial models or data-driven insights to support smarter business decisions? I help startups, SMEs, and investors transform raw financial data into clear financial strategies that drive growth, improve cash flow, and attract funding. 💼 Who I Am I’m a Chartered Accountant and Financial Analyst with 4+ years of experience delivering customized financial models, valuations, and forecasts across a wide range of industries, including SaaS, Real Estate, E-commerce, and Manufacturing. My focus is on building accurate, transparent, and decision-ready financial models that stakeholders can trust. 📊 What I Deliver ✔️ 3-Statement Financial Models (P&L, Balance Sheet, Cash Flow) ✔️ Business Valuations (DCF, Comparable Companies, Pre-Money & Post-Money) ✔️ Startup Financial Forecasts & Investor Pitch Deck Financials ✔️ Scenario Planning & Sensitivity Analysis ✔️ Excel Automation (Advanced formulas, dashboards, KPIs, VBA) ✔️ Budgeting, Variance Analysis & Financial Planning ✔️ Accounting Setup, Cleanup & Ongoing Support (QuickBooks, Odoo, Xero, Rent Manager, NetSuite) 🌍 Why Clients Choose Me ⭐ Top Rated on Upwork — 100% Job Success | 20+ Projects | 40+ Hours ⭐ Proven track record helping startups secure investment and optimize cash flow ⭐ Clear communication, professional documentation, and dependable delivery ⭐ Ability to translate complex financial data into clear, actionable insights 🧾 Tools & Technical Expertise Financial Modeling: Excel & Google Sheets (Advanced, VBA) Data & Reporting: Power BI, Financial Dashboards Accounting Systems: QuickBooks, Xero, Wave, NetSuite, Zoho, Odoo, Rent Manager Valuation Methods: DCF, Comparable Company Analysis, Precedent Transactions 🗓️ Let’s Talk If you’re seeking a Top Rated financial analyst who delivers investor-ready models and financial clarity for strategic decisions, let’s connect. 📩 Click “Invite to Job” — I’ll review your requirements and provide a quick, tailored proposal. (Initial consultation is free.)

Top Rated Excel and VBA specialist with 10 years building production-grade financial models, automation systems, and operational dashboards for clients across finance, real estate, manufacturing, and operations. 93% Job Success Score across 50+ delivered projects. Recent work that defines what I do best: A 23-sheet strategic financial model for an investment firm covering 5 strategic initiatives across 10 departments, with 805 formulas spanning scenario analysis, sensitivity tables, and executive dashboards. The model is what the leadership team uses for capital allocation decisions. A multi-region sales control tower for a marketing operations firm covering 26 territories across 4 zones, with 1,624 formulas spanning pacing, ranking, variance analysis, and weekly leadership scorecards. Surfaced underperforming segments and cut the executive review cycle from days to minutes. A 14-tab modular construction operating system covering project intake, status routing through inspection gates, financial tracking with a 26-week cash flow waterfall, factory utilization metrics, and client-facing portals. Delivered as the company's complete operational platform. A multi-source pharmaceutical pricing engine reconciling 3,544 products across competing tender catalogs at 98.6% match accuracy, leveraging Portuguese-language fuzzy matching, normalization rules, and audit traceability for every match decision. A dynamic Excel Sankey diagram engine using 600+ lines of VBA to visualize cohort risk shifts over time, with native 4-stop linear gradients on freeform shapes, deterministic regeneration on data changes, and a user-tunable settings architecture so the client can self-adjust styling without developer involvement. What I bring to your project: Excel and VBA: complex formula architecture (XLOOKUP, INDEX/MATCH, SUMIFS, array formulas), Power Query M language for ETL pipelines, VBA macros for automation and custom logic, Power Pivot data models, structured tables and named ranges for scalable systems. Google Sheets and Apps Script: Sheets formula architecture (QUERY, FILTER, ARRAYFORMULA), Apps Script automation including calendar sync, Drive folder management, scheduled triggers, and email triggers. Financial modeling: 3-statement integrated models, real estate cash flow models with year-by-year amortization and equity tracking, scenario analysis with sensitivity tables, DCF and IRR modeling, waterfall analysis with preferred return and GP promote tiers. Dashboards and reporting: Power BI, Excel-native executive dashboards, multi-region KPI scorecards, weighted pipeline tracking, variance analysis, conditional formatting at scale. How I work: I deliver projects on tight cycles (typically 5 to 10 working days) with iterative client feedback and zero-defect handoffs. Every system ships with documentation so your team can maintain it independently. I work US, UK, and EU time zones reliably and respond within hours, not days. If you have a complex spreadsheet, financial model, or automation challenge that needs a senior practitioner rather than a generalist, message me with the project details. I'll review and respond with a clear approach, scope, and timeline before you commit. Adnan

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, and QuickBooks Bookkeeping. My background includes 3+ years at PwC and FMVA Certification from the Corporate Finance Institute (CFI). 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 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, 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, CFOs, investors, and private equity professionals ✅ Clean, well-structured deliverables, fast turnaround, and clear communication If you are looking for a Financial Analyst, Accountant, or Bookkeeper who can provide both strategic financial insights and dependable QuickBooks Bookkeeping services, let's connect to discuss your project.