125M+ in capital raise asks modeled so far this year. Fractional CFO & Lead FP&A. Ex-EY / EY Parthenon Financial Modeler and Valuation Analyst. FMVA and FPAP certified. I build two things: financial models that help founders raise capital, and CFO-level financial systems that help operators run their business without guessing. After we work together, you walk into your next investor meeting and answer "what happens if growth slows 20%?" without flinching. Your model updates in real time. Your deck and your numbers tell the same story. For capital raises: you get an investor-ready financial model built around your actual business logic - not a template with your logo on it. Every assumption visible, every scenario toggleable, every investor question answered before they ask it. The same approach behind $110M+ in raise packages across SaaS, real estate, CPG, agriculture, clean energy, and numerous other industries. For ongoing operations: you get a CFO-level decision system built from your raw data. P&L, cash flow, margins by product, runway projections, scenario planning - one screen, 30 seconds, every Monday morning. 82% of businesses that fail cite poor cash flow management. This system makes sure you're not one of them. You stop making $50,000 decisions based on your bank balance and start making them based on actual data Most financial models you'll find on Upwork are templates with your numbers dropped in. Mine are decision tools - built around how your business actually runs, stress-tested for the questions investors and partners will ask, and structured so you can maintain them yourself long after we're done. I don't just build and disappear. I start with a structured assumptions interview so every input is locked before I write a single formula. I deliver a recorded walkthrough of every tab so you understand exactly what your numbers say and why. And when you're ready to present, you're not defending someone else's spreadsheet - you're presenting a model you actually understand. "The financial model for our SaaS startup was clear, flexible, and easy for our team to use in investor discussions. Adjustments to growth assumptions could be made instantly." - Adam, HealthTech Startup Founder "He took our initial financial model framework and significantly upgraded it - restructuring the revenue logic to better reflect our actual business plan and making the whole model much more flexible and easier to adjust going forward." - A.B., Investor Taking on 2-3 new engagements per month. If you're raising capital or need financial clarity to run your business, message me with a quick overview - what your business does and what you're trying to accomplish. I'll tell you if I can help and how. Specialties: Startup Financial Model · SaaS Metrics · Marketplace Unit Economics · Investor-Ready Financials · Fundraising Model · Capital Raise Model · Fractional CFO · FP&A · Financial Planning & Analysis · CFO Dashboard · Cash Flow Forecasting · Budget vs Actual · Scenario Analysis · Valuation · Cap Table · Financial Model Audit · Management Reporting · Financial Projections · KPI Dashboard · Business Plan Financial Model

Need a CFA-certified financial modeler, with hands-on CFO experience building real finance functions from scratch, to help you raise capital, forecast growth, and make smarter decisions? You're in the right place. 📌 About Me With 10+ years in finance — including roles as Finance Manager, Financial Modeler, and Analyst at a leading asset management firm ($2B+ AUM), and most recently as CFO of an AI-driven biotech SaaS company (~$4M ARR, US & UK operations) — I don't just build models. I've lived inside the numbers, built the systems, and used the outputs to drive real business decisions. I specialize in clean, decision-ready financial tools: forecasting models, investor-grade dashboards, SaaS KPI frameworks, and valuation frameworks — built for founders, boards, and investors who need clarity, not spreadsheet noise. What makes me different: I've built production-grade, fully automated finance stacks (Supabase, PostgreSQL, Python, API integrations) and leveraged AI-assisted development to compress what normally takes a team into fast, finance-led execution. 💼 Services I Offer: ✔ 3-statement financial modeling (P&L, CF, BS, ratios, charts) ✔ Pro forma projections & forecasting ✔ Valuation modeling (DCF, comps, precedents) ✔ DCF, IRR & capital budgeting (NPV, payback, PI) ✔ SaaS KPI frameworks (MRR, ARR, ARPU, Churn, CAC, LTV, cohort analyses) — fully automated ✔ Investor-grade reporting packs & board-ready dashboards ✔ Marketing finance & channel analytics (ROAS, CAC by channel, conversion funnels) ✔ Dynamic dashboards (Excel, Google Sheets, Power BI) ✔ Investment risk & performance analysis (Sharpe, alpha, drawdown, etc.) ✔ Scenario & sensitivity modeling (base, bear, bull) ✔ Cap table modeling (dilution, ownership) ✔ Return distribution modeling (LP/GP, equity waterfalls, hurdle, promote) ✔ Multi-entity consolidation & FP&A (budgeting, rolling forecasts, variance analysis) 💡 Industries I've Worked With: - SaaS & AI/biotech startups - eCommerce - Real estate & investment firms - Manufacturing & servicing companies - Traditional investments & wealth management - Crypto asset management - Healthcare & private medical practices 🤝 Ready to build something that drives real decisions? Let's talk — I respond quickly and deliver with clarity, precision, and professionalism.

I'm George, a Financial Analyst and Equity Researcher with 6+ years of experience helping investors, asset managers, and growing businesses turn complex financial data into clear, actionable insights. My work sits at the intersection of finance and data — I bring the analytical rigor of equity research together with hands-on technical skills in SQL, Python, and data visualization to deliver outputs that go beyond spreadsheets. 𝗛𝗼𝘄 𝗜 𝗖𝗮𝗻 𝗛𝗲𝗹𝗽 𝗬𝗼𝘂: 𝗘𝗾𝘂𝗶𝘁𝘆 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 & 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 — Company deep-dives, valuation analysis, peer benchmarking, and investment thesis development for individual equities and portfolios. 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗗𝗮𝘁𝗮 𝗔𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀 — Extracting, cleaning, and analyzing financial datasets using SQL and Python to surface trends, anomalies, and opportunities that manual review misses. 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱𝘀 & 𝗩𝗶𝘀𝘂𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻 — Building clear, decision-ready reporting in Tableau, Power BI, and Excel that communicates financial performance to stakeholders at every level. 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴 & 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝗶𝗻𝗴 — Budgets, projections, scenario analysis, and valuation models built in Excel for fundraising, due diligence, and strategic planning. 𝗦𝗘𝗖 & 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 — Reviewing filings, extracting key data points, and interpreting disclosures for investment research, due diligence, and data projects. 𝗠𝘆 𝗦𝗸𝗶𝗹𝗹𝘀 & 𝗧𝗼𝗼𝗹𝘀: ▪ Equity Research ▪ Financial Analysis & Valuation ▪ SQL ▪ Python ▪ Tableau ▪ Power BI ▪ Excel (Advanced) ▪ Financial Modeling ▪ SEC Filings Analysis ▪ Data Visualization ▪ Portfolio Analysis ▪ Forecasting & Budgeting ▪ Due Diligence ▪ Fractional CFO ▪ FP&A ▪ Business Intelligence If you need someone who understands both the numbers and the story behind them — and can deliver it in a format that drives decisions — let's talk.

Finance and strategy professional with over 10 years’ experience spanning fintech, investment management, private equity, and finance transformation. Experience working with global investment managers, renowned VCs and accelerators like Y Combinator. Proven track record in commercial finance leadership, data driven strategic planning, and investment decisions. Skilled in financial modelling, forecasting, ROI tracking, and performance analytics to drive business growth and operational efficiency. Adept at stakeholder engagement, business partnering, and leading change in complex organisations across both public and private sectors. Combining deep investment expertise with strategic insight, I excel at translating data into actionable business intelligence, streamlining financial processes, and embedding continuous improvement for sustainable results.

I’m a finance professional with 6+ years of experience helping companies and individuals make smarter financial decisions through expert financial modeling, accounting, and bookkeeping services. 🔹 Services I Offer: ✅ Custom Financial Models (Startup, LBO, DCF, Multi-year Forecasts) ✅ Real Estate Proformas & Underwriting (Development, Acquisition, Value-add) ✅ Investor-Ready Startup Models (Pitch Deck Support, Fundraising Models) ✅ Financial Planning & Analysis (FP&A) ✅ Financial Statement Preparation ✅ Accounting & Bookkeeping (QuickBooks, Excel, Monthly Close, Reconciliations, Payroll, AP/AR) With a BBA and MBA in Finance and a background in commercial banking and financial regulation, I bring a deep understanding of both the numbers and the strategy behind them. Over the course of 150+ completed projects, I’ve helped startups secure funding, real estate investors underwrite deals, and small businesses stay on top of their books. 🔹 Why Work With Me? ✅ Precise, presentation-ready models and reports ✅ Strong communication and quick turnaround ✅ Experience with startups, real estate investors, and SMEs ✅ Portfolio available in profile for reference Whether you need a complex financial model, accurate monthly books, or investor-ready reports, I’m here to deliver quality you can count on. 📩 Let’s connect to discuss your goals and how I can support your financial needs.

Is your business generating revenue but lacking the financial visibility needed to scale confidently? I help founders and growing businesses gain clarity over cash flow, profitability, and financial performance through CFO-level financial management and strategic reporting. My focus goes beyond bookkeeping. I build financial systems, reporting frameworks, forecasts, and dashboards that help business owners understand what is driving growth, where margins are being lost, and how to make better decisions with confidence. Services include: • Fractional CFO Support • Financial Controller Services • Financial Planning & Analysis (FP&A) • Budgeting & Forecasting • Cash Flow Management & 13-Week Forecasting • Financial Modeling • Management Reporting & KPI Dashboards • Profitability & Margin Analysis • Business Performance Analysis • QuickBooks, Xero, Excel & Google Sheets I have experience supporting businesses across multiple industries, helping leadership teams improve financial visibility, strengthen reporting processes, and make data-driven decisions. If you're looking for a finance partner who can turn financial data into actionable business insights, let's connect.

✦ Transform Complex Financial Data into Investor-Ready Insights & Content ✦ Top Rated | 100% Job Success Most investment teams and startup founders struggle to turn complex data or financial results into stories that attract investors and clients. They have the numbers, but not the clarity, the visuals, or the message that sells. That’s where I come in. I help investment managers, sovereign institutions, and fintech firms translate financial complexity into clear investor reports, engaging content, and data-driven visuals that impress both boards and audiences. My work bridges the gap between financial analytics, data storytelling, and marketing strategy, helping you look as professional as you are. With 6+ years of experience at the intersection of finance, data, and communication, I deliver: - Investor-ready reports with performance & risk insights - Automated dashboards and data workflows that save hours weekly - Financial & ESG analytics for equities, fixed income, and derivatives portfolios - Corporate modeling & valuation for investor decks and fundraising - Marketing finance content - newsletters, explainer videos, performance commentaries, and product stories that resonate with investors - Portfolio Optimization and Rebalancing saving you $$$ - Backtesting Strategies 💡 I combine hands-on expertise from leading financial institutions with advanced platform mastery - FactSet, Bloomberg, Morningstar, Excel Automation, and data visualization tools - to deliver clarity, credibility, and impact. ✅ If you need: - A research analyst that compile the financial data for you - An investor report that tells a compelling story - A marketing narrative or video that makes your numbers stand out - Or a data-driven content strategy that builds trust with investors 👉 Let’s discuss how I can help you turn your financial data into insights and content that convert attention into confidence.

$105M+ raised in Funding using my financial plans and business plans. helping clients grow their business by providing them with accurate and timely fianancial Information and taking care of all the Accountancy and Professional needs of their Business. I offer top-notch services in Financial Modeling, Accounting & Bookkeeping, and UK Taxation. with over 5 years of Exeprience & Affiliation with PWC, I am committed to providing my clients with accurate, insightful, and strategic financial solutions. 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 & 𝗠𝗼𝗱𝗲𝗹𝗹𝗶𝗻𝗴 My expertise in financial modelling enables me to assist businesses in making informed decisions and creating comprehensive financial plans. Including financial projections, conducting scenario analyses, evaluating investment opportunities, forecasting, and business Valuation. You can expect a report based on the following elements for a complete plan for your Startup -Start-up Summary -Sales Forecasts -Projected Profit and Loss -Balance Sheet -Cash Flow -Break-even Analysis -Charts and Tables -CAPEX -NPV-IRR-ROI -Dashboard -Ratio Analysis 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 & 𝗕𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴 "𝗪𝗼𝗿𝗹𝗱𝘄𝗶𝗱𝗲" As a detail-oriented accounting professional, I understand the importance of immaculate bookkeeping. I am proficient in managing financial records, reconciling accounts, and producing financial statements that adhere to accounting principles and regulatory standards. Also, I help Business owners create specialised reporting solutions which save time and money. It includes Automation of Accounting software and integration with databases. I provide Set up QuickBooks, Wave, and Xero Bookkeeping services for people who need to get set up on a new bookkeeping platform from scratch OR for businesses who want to make a seamless switch from one platform to the other. 𝗨𝗞 𝗧𝗮𝘅𝗮𝘁𝗶𝗼𝗻: With in-depth knowledge of tax laws and regulations, I am well-equipped to handle various tax matters. From preparing accurate tax returns to optimizing tax strategies, I ensure compliance while maximizing tax benefits. -Accounts preparation for companies, partnerships, individuals -Preparation and Filling of VAT Returns -Corporation tax returns (CT600) -Self-assessment tax returns (SA100) -Dealing with HMRC enquiries -Company registration -Bookkeeping & Monthly Accounts Management -Payroll Pensions and every other task of a UK-based individual or company. What Sets Me Apart: Tailored Solutions: I believe that every client's financial needs are unique. Hence, I approach each project with a customized strategy, addressing specific challenges and opportunities. Reliability: Punctuality and meeting deadlines are my hallmarks. You can trust me to deliver exceptional results within the agreed-upon timeframe. Confidentiality: I uphold the utmost confidentiality when dealing with sensitive financial information, providing a secure and trustworthy collaboration. Holistic Perspective: With a strong background in finance and accounting, I can offer comprehensive insights that extend beyond individual tasks, ensuring a well-rounded approach to financial success. Who Can Benefit: My services are tailored to support a diverse clientele, including: -Startups and Small Businesses seeking financial guidance and efficient bookkeeping solutions. Established Enterprises in need of accurate financial models and strategic financial analysis. Entrepreneurs and Investors looking to evaluate investment opportunities and potential risks. Individuals requiring tax planning and preparation services. Let's Collaborate: I am passionate about helping businesses and individuals thrive financially. Whether you have a short-term project or require ongoing financial support, I am here to assist you. Let's work together to achieve your financial goals and make well-informed decisions for a prosperous future. Reach out to me today, and let's embark on a journey towards financial success!

Experienced Finance and Accounting Specialist from Institute of Chartered Accountants of Pakistan. Possessing a demonstrated history of working in the wholesale industry. Skilled in External Audit, International Financial Reporting Standards (IFRS), International Standards of Auditing (ISAs), Cost Accounting, Budgeting And Forecasting and Financial Analysis. Working as Finance Manager and Vendor Central Specialist at Ultimate Distribution Inc. Ultimate Distribution is a group of multiple companies based in California USA. It deals in B2B and B2C E-commerce involving bulk orders processing, drop shipping, fulfilment on portals like Amazon, Walmart and eBay. Key areas of experience and responsibilities: - Preparing individual and consolidating financial statements for all group companies. - Managing and overseeing the operations of the accounting department - Monitoring and analyzing accounting data to produce financial reports for further analysis - Establishing and enforcing proper accounting methods, policies and principles - Provide recommendations as to improve the accounting and financial reporting - Ensure compliance of accounting with generally accepted accounting principles - Establish a system of proper reconciliation of banks with balance as per ledgers - Provide training to new and existing employees as needed - Support budget and forecasting activities - Maintaining financial records in cloud based Oracle NetSuite Also Working as Finance Specialist and Business Manager at Prodyne Consulting (An Outsourcing Services Enterprise) @ PRODYNE CONSULTING - With a sizeable team count & fully equipped office space - We are a combination of Professional Accountants, Business Managers & Virtual Administrative Assistants facilitating our clients with classic Remote Office Support. Below are some of the Companies in our lead; . Cuttingedge International llc. . Buysmart llc. . Prestige Brands llc. . Mainspring Inc. . Prodyne Corporation Inc. . Taste & Care Corporation Inc. . Dana Dairy International Worked at KPMG Pakistan as Senior Audit Associate for more than 4 years. I was involved in the planning, performing and reviewing audits of various local and multinational clients including manufacturing, non-profit, education and service organizations. Key areas of experience and responsibilities: - Performing audits of various multinational and local companies. Has also been involved in statutory audits under local regulations. - Identifying financial statement risks and financial statement controls and testing appropriate controls. - Planning and performing audit procedures. - Extensive exposure of international as well as national accounting and auditing standards. - Preparation of standalone and consolidated Financial Statements. - Conduct of audit of financial statements, which included planning, organizing, and controlling the entire job, ensuring compliance of financial statements with International Financial Reporting Standards (IFRS) and other applicable local laws and regulations. - Monitoring and evaluation of systems and underlying records of financial statements assertions. - Involvement in non-audit assignments under the framework design by relevant regulatory authorities. In recognition of my long service at KPMG Taseer Hadi & Co. Chartered Accountants Pakistan, I was seconded to KPMG Lower Gulf for the period of 8 months. Key experience and responsibilities: - Prepare and assist managers in planning, pre-audit analysis, development of audit programs and risk registers. - Assessing risks and internal controls to identify areas of non-compliance, evaluating manual and automated financial processes. - Perform statutory audits of areas assigned and preparation of financial statements and related disclosures.

Looking for someone who can transform complex financial data into actionable insights? I'm a seasoned investment analyst with around 10 years of experience across credit research, equity analysis, and financial modeling—helping hedge funds, PE firms, family offices, and businesses make confident investment decisions. What I Bring to the Table: I specialize in building robust financial models and conducting deep-dive research that directly impacts investment decisions. Whether you need a complex LBO model built from scratch, an investor-ready pitch deck, detailed credit analysis, or comprehensive investment research, I deliver work that's accurate, insightful, and presentation-ready. Core Expertise: ✓ Financial Modeling: DCF, LBO, M&A, 3-statement models, real estate pro formas, private equity waterfall models, debt structuring models, and custom Excel solutions ✓ Excel Mastery: Complex spreadsheets, automation, financial dashboards, scenario analysis, and sensitivity tables ✓ Investment Research: Equity research reports, credit analysis (IG/HY bonds), industry research, company deep-dives, and investment memos ✓ Credit Analysis: Spread analysis (OAS, Z-spread, G-spread), covenant analysis, capital structure evaluation, and credit risk assessment ✓ Technical & Fundamental Analysis: Chart patterns, indicators, financial statement analysis, and valuation (comps, precedent transactions, DCF) ✓ Financial Planning: Business forecasting, budgeting models, cash flow projections, and strategic financial planning My Background: I'm a CFA with extensive experience across the investment spectrum. I've covered 30-40 credits simultaneously for global asset managers, built financial models that influenced multi-million dollar investment decisions, and prepared research reports for fund managers and investment committees. Currently, I work with Lean Research, where I handle diverse financial modeling assignments spanning real estate, private equity, private credit, and more. I've also created numerous pitch decks and investment presentations for clients - translating complex financial analysis into compelling visual stories that resonate with investors and stakeholders; while also training and mentoring research teams. Before this, I spent years as a credit research analyst at WNS and an investment research analyst at Intellimation, working closely with portfolio managers, conducting management calls, and analyzing everything from automotive bonds to emerging market credits. Who I Work With: Hedge funds & asset managers needing research coverage or modeling support Private equity firms requiring deal models, portfolio company analysis, or valuations Family offices looking for investment research or financial planning Startups and small businesses needing financial models, forecasts, or business plans Investment banks, consultants, and advisors requiring analytical support Buy-side and sell-side firms needing equity/credit research Individual investors seeking professional-grade analysis Startups and entrepreneurs needing investor pitch decks and financial projections I'm Sector-Agnostic Whether it's analyzing a REIT's property portfolio, modeling a leveraged buyout, evaluating a high-yield bond, or building a 10-year financial forecast for a startup—I adapt quickly and deliver quality work across industries. What You Can Expect: → Accuracy & Attention to Detail: Financial models that are error-free, well-structured, and auditable → Clear Communication: I explain complex concepts simply and keep you updated throughout → Timely Delivery: I respect deadlines and deliver when promised → Flexibility: Whether it's a quick Excel fix or a multi-week research project, I'm adaptable to your needs My Approach: I don't just crunch numbers—I understand the story behind the data. Every model I build and every report I write is designed to help you make better investment decisions. I ask the right questions upfront, maintain clear communication, and deliver work that's ready to use immediately. Let's Work Together: Whether you need ongoing analytical support, help with a one-time project, or hourly consulting—I'm here to help. I'm comfortable with long-term engagements where I become an extension of your team, as well as shorter projects where you need quick, expert help. Ready to get started? Send me a message with your project details, and let's discuss how I can add value to your work. I typically respond within a few minutes and can often start immediately.