Hire the Best Financial Planners

🚀 Top-Tier Virtual Assistant | B2B Lead Generation | Data Entry | CRM Management | Business Support Your business deserves more than just basic virtual assistance, it needs someone reliable, detail-oriented, and committed to delivering accurate results that help your operations run smoothly. Hi, I’m Imran a professional Virtual Assistant specializing in B2B Lead Generation, Data Entry, CRM Management, Web Research, and Administrative Support I help businesses, agencies, startups, and entrepreneurs save valuable time by managing important backend tasks with professionalism, efficiency, and complete attention to detail. My goal is simple: to provide high-quality support that allows you to focus on growing your business while I handle the research, organization, and data management behind the scenes. 💼 Professional Services 🔍 Lead Generation & Research ✔ Targeted B2B Lead Generation ✔ LinkedIn Prospect Research ✔ Decision-Maker & Key Contact Research ✔ Verified Email List Building ✔ Company & Market Research ✔ Web & Online Research ✔ Prospect Database Building 📊 Data Entry & Data Management ✔ Accurate Manual Data Entry ✔ Excel & Google Sheets Management ✔ PDF to Excel / Word Conversion ✔ Data Collection & Data Mining ✔ CRM Data Entry & Updates ✔ Data Cleaning & Formatting ✔ Product & eCommerce Data Entry ✔ Administrative Support Tasks 🗂 Virtual Assistance & CRM Support ✔ CRM Management & Organization ✔ HubSpot CRM Support ✔ Calendar & Email Management ✔ File & Document Organization ✔ Administrative Assistance ✔ Business Support Services ✔ Long-Term Virtual Assistance 🛠 Tools & Platforms ⭐ LinkedIn Sales Navigator ⭐ Apollo,io ⭐ Hunter,io ⭐ HubSpot CRM ⭐ Google Sheets ⭐ Microsoft Excel ⭐ Canva ⭐ Google Workspace 🌟 Why Clients Choose Me ✔ 100% Manual & Accurate Work ✔ Professional Communication ✔ Reliable & Organized Workflow ✔ Fast Response & On-Time Delivery ✔ Strong Attention to Detail ✔ Confidential Handling of Business Data ✔ Commitment to Long-Term Client Relationships 🎯 My Promise I promise to deliver high-quality, accurate, and reliable work on every project. ✔ No shortcuts ✔ No low-quality or rushed work ✔ Only clean, organized, and professional results ✔ Full dedication to client satisfaction ✔ My Services Are Perfect For You If: ✔ You value accuracy, structure, and professional results ✔ You need reliable manual work (no scraped or low-quality data) ✔ You want clear communication and consistent updates ✔ You are looking for long-term business support ✔ You prioritize quality and trust over quick results ✖ My Services May Not Be The Right Fit If: ✖ You are looking for scraped or low-quality data ✖ You expect unrealistic deadlines without proper scope ✖ You prioritize quantity over accuracy ✖ You do not value structured and professional work 📩 Let’s Work Together If you are looking for a dependable Virtual Assistant who can provide professional support in lead generation, data entry, CRM management, and administrative tasks, I would be happy to help. Feel free to send me a message to discuss your project and explore how I can support your business goals.

Spreadsheets should make your work easier, not become another manual process to manage. I help businesses transform slow, messy, and error-prone Excel or Google Sheets files into clean, automated, and dependable systems that save time and support better decisions. My services include: • Excel and Google Sheets automation • VBA macros and Google Apps Script • Interactive KPI dashboards and automated reports • Financial models, budgets, forecasts, cash-flow tools, and scenario analysis • Power Query data cleaning, consolidation, and refresh workflows • Advanced formulas, including XLOOKUP, INDEX/MATCH, FILTER, QUERY, LAMBDA, and dynamic arrays • Business trackers, calculators, planners, and management systems • Repairing broken formulas, macros, reports, and slow workbooks I build spreadsheets for real-world business use. Every solution is designed with a clear structure, user-friendly inputs, protected formulas, validation checks, logical reporting, and maintainable workflows. Recent Upwork projects include repairing a broken VBA automation and developing a five-year financial projection system, both completed with 5-star client feedback. You can expect: • Clear and professional communication • Practical recommendations based on your workflow • Careful testing before delivery • Clean, intuitive, and professional formatting • Reliable solutions that are easy to use and maintain Whether you need a focused spreadsheet fix or a complete reporting and automation system, I can help you choose and build the right solution. Send me a message with your current file, process, or challenge, and I’ll recommend the most practical next step.

I have built, valued, and modeled over 1,000 companies across all 50 US states, every Canadian province, and 50+ countries. CFA charterholder. 10 published books, all rated 5.0 on Amazon. $300K+ earned on Upwork with 100% Job Success. Top Rated Plus. Ranked top 10 globally on Upwork for Fractional CFO, Valuations, Financial Models, Business Plans, and Pitch Decks. When a founder sends me their financial model, I already know the three questions their investors will ask, because I spent years reviewing deals from the investor side as a fund fiduciary. That perspective separates my work from everyone else in your inbox. I wrote 10 books on this. Literally. My Amazon series, A Founder's Conversations with a Fractional CFO, covers every financial decision a founder faces: CFO Versus Accountant, Pitch Decks, 409A Valuations, Financial Modeling, Business Plans, KPIs and Dashboards, Private Company Stock Options, Fundraising Mechanics, Real Estate Financial Modeling, and SBA Loans. WHAT I DELIVER: Financial Modeling: Three-statement models, revenue models, SaaS models, startup financial projections, scenario analysis, sensitivity analysis, unit economics, breakeven analysis, cash flow forecasting, pro forma financials, budget models, and investor-ready models built in Excel. Published on Bloomberg, Reuters, FactSet, and S&P Global terminals. Business Valuations: DCF analysis, comparable company analysis, precedent transactions, startup valuations, fair market value, certified business valuations, and 409A valuations for fundraising, M&A, tax compliance, equity compensation, and internal planning. Business Plans: Investor business plans, SBA lender business plans, immigration business plans (EB-2, EB-5, USCIS), startup plans, feasibility studies, market analysis, competitive analysis, go-to-market strategy, and executive summaries for banks, investors, and regulatory bodies. Pitch Decks: Seed decks, Series A decks, fundraising decks, investor presentations, and data room preparation. Helped raise hundreds of millions in capital across angel, seed, Series A, and Series B rounds. Cap Tables and Equity: Cap table modeling, stock option plans (ISOs, NSOs, RSAs), SAFE and convertible note modeling, option pool sizing, dilution analysis, waterfall analysis, pre-money and post-money calculations, vesting schedules, 83(b) elections, and 409A compliance. Fundraising: Term sheet analysis, SAFE structuring, convertible note terms, liquidation preferences, closing mechanics, investor negotiation, due diligence preparation, and capital raising advisory from pre-seed through Series B. Fractional CFO: Financial strategy, KPI dashboards, OKR tracking, board reporting, investor reporting, cash flow management, burn rate analysis, runway modeling, and startup growth consulting. As former CEO of SentimenTrader and founder of ExemptAnalyst (acquired by Pinnacle), I have been on your side of the table. Real Estate Financial Modeling: Acquisition models, development pro formas, NOI and cap rate analysis, rent roll analysis, construction draws, lease-up modeling, waterfall distributions, LP/GP splits, DSCR, and sensitivity analysis for commercial, multifamily, and value-add deals. SBA Loans: SBA 7(a) and 504 loan modeling, lender packages, debt service coverage, seller note structuring, business acquisition models, and goodwill analysis. Due Diligence and Investment Banking: M&A due diligence, credit analysis, investment memos, structured finance, SPV structuring, and institutional-grade research. Ghostwriting: 10 published books on Amazon (all 5.0). Available for personal finance and business book ghostwriting. BACKGROUND: 25+ years in capital markets. Former CEO of SentimenTrader. Founded ExemptAnalyst (largest private research firm in Canada, acquired by Pinnacle). Director at Eiffel Peak Capital. MD at Pinnacle Wealth Brokers. VP at IA Clarington. Advised on $79M Wes-tower acquisition. Co-Host of The Dales Report (40K YouTube). Finance Instructor, University of Toronto. CFA, CFP, CIM, FCSI Fellow. My schedule fills up fast. If my status shows available, reach out now for a quick call to scope your project.

💡 Financial models and dashboards that your team will actually use I'm Majid, Lead Consultant at Innopher - a financial planning consultancy with 15 years of experience across financial modeling, FP&A, and enterprise planning platforms. On Upwork we take on focused projects: _Excel models _Power BI dashboards _Google Sheets automation _Financial forecasts Behind every project is a team: solution architects and model builders who've worked on implementations for aviation, medical devices, manufacturing, SaaS and energy companies. You get the output of a consultancy at the pace of a freelancer. What we typically deliver: _3-statement models and DCF valuations for fundraising _Driver-based FP&A models and rolling forecasts _Power BI dashboards connected to NetSuite, Salesforce or QuickBooks _Google Sheets automation for teams that live in Google Workspace And for larger planning needs: _Full Anaplan, Abacum or Pigment implementations. If the person using it can't make a decision from it quickly, it's not finished. 🏆 100% Job Success | Top Rated | 5.0 across all reviews 🏆 Clients across aviation, energy, SaaS, medical devices and manufacturing 🏆 Projects from startup budgets to enterprise planning transformations Send a message and I'll tell you honestly if we're the right fit.

I help traders, investors, trading communities, and firms make better trading and investing decisions through professional-grade research, equity & derivatives trade ideas & advisory, and live market support. I am a professional equity & options trader with a strong focus on stocks, futures & options as well as cross-asset research. My background includes professional experience at a UK-based commodity trading firm, and I currently work with HNI clients, traders, and funds through freelance research, advisory, and consultation projects. As a Chartered Accountant, NISM-certified Equity Derivatives professional, and CFA level 1 cleared, I combine technical expertise with disciplined market execution to deliver research and strategies that are both professional and actionable. What I Offer: - Options strategy design & risk management: probability-weighted, risk-defined structures such as spreads, condors, and hedges. - Technical & macro research: multi-timeframe charting, sector rotation studies, and cross-asset analysis. - Research portfolios & presentations: professionally designed trade studies, thematic research packs, and client-ready reports that showcase strategy, rationale, and execution. - Trade validation & performance analysis: idea testing, scenario planning, and risk-adjusted reviews that turn strategies into executable plans. -Live trading support & mentorship: learn equity, futures & options trading and investing through pre-market planning, live market guidance , and structured coaching for traders and investors. Why clients choose me: I bring together professional credentials, real trading experience, and freelance client work to deliver insights that are precise, structured, and designed to drive execution. I'm always excited to collaborate with individuals and firms who value informed decision-making, market expertise, and a genuine passion for trading. Feel free to reach out with specific requirements or questions, and we can discuss how I can best support your objectives.

⭐⭐⭐⭐⭐ I’m a Google Sheets & Excel expert with 5 years of experience creating smart, easy-to-use planners that help people stay organized and plan their lives. I design budget planners, wedding planners, and many other custom tools tailored to your needs. If you want a clean, functional, and personalized spreadsheet that makes life easier — I’m here to help!