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$10/hr
100%
Job Success
$60K+ earned
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🎯Top Rated Freelancer 🎯Bookkeeper 🎯QuickBooks 🎯Catch Up 🎯Clean Up 🎯Reconciliation 🎯Certified QuickBooks Online & Desktop Pro advisor 🎯XERO Certified 🎯Master in Categorization of Transactions 🎯Profit and Loss & Balance Sheet Reporting.
Experienced 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐞𝐫 with 𝟏𝟎+ years in the 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 field! Extremely proficient in Accounting, Bookkeeping, Tax Preparation, QuickBooks Online, QuickBooks Desktop, XERO, Wave, ZOHOBOOK, Catchup, Cleanup, Categories, Reconciliation, E-commerce, eBay, Walmart, Amazon, Shopify, Real Estate, Property Management, Financial Reporting, Microsoft Office, etc.
If you need a bookkeeper for your financial services, look no further. I will help your business understand financials while providing consistency and reliability in your bookkeeping focusing on 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞, 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐃𝐞𝐬𝐤𝐭𝐨𝐩, 𝐗𝐞𝐫𝐨, 𝐁𝐮𝐢𝐥𝐝𝐢𝐮𝐦, 𝐒𝐚𝐠𝐞, 𝐖𝐚𝐯𝐞, 𝐎𝐝𝐝𝐨, 𝐒𝐀𝐏, 𝐎𝐫𝐚𝐜𝐥𝐞 𝐍𝐞𝐭𝐒𝐮𝐢𝐭𝐞, 𝐀𝐢𝐫𝐛𝐧𝐛, 𝐓𝐚𝐥𝐥𝐲 𝐚𝐧𝐝 𝐙𝐨𝐡𝐨 𝐛𝐨𝐨𝐤𝐬. I always provide a customized bookkeeping service to my clients with an honest suggestion.
I provided my services for small to mid-size businesses in multiple industries including 𝐄-𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐞, 𝐑𝐞𝐬𝐭𝐚𝐮𝐫𝐚𝐧𝐭, 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐂𝐚𝐫𝐞, 𝐀𝐫𝐜𝐡𝐢𝐭𝐞𝐜𝐭𝐮𝐫𝐞, 𝐓𝐫𝐮𝐜𝐤 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬, 𝐑𝐞𝐧𝐭𝐚𝐥, 𝐏𝐫𝐨𝐩𝐞𝐫𝐭𝐲 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, 𝐄𝐧𝐠𝐢𝐧𝐞𝐞𝐫𝐢𝐧𝐠, 𝐑𝐞𝐚𝐥 𝐄𝐬𝐭𝐚𝐭𝐞, 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧, 𝐌𝐞𝐝𝐢𝐜𝐚𝐥, 𝐋𝐨𝐠𝐢𝐬𝐭𝐢𝐜𝐬, 𝐑𝐞𝐭𝐚𝐢𝐥, 𝐀𝐝𝐯𝐞𝐫𝐭𝐢𝐬𝐞𝐦𝐞𝐧𝐭 𝐚𝐧𝐝 𝐋𝐞𝐠𝐚𝐥.
I have done all the work very efficiently because I think the important decisions of the organization depend on the financial status of a good accountant. I will get you updated and subsequently keep books up-to-date every week/month or I can get you up-to-speed and show you how to do it yourself moving forward. I am proficient in the following:
✔ Setting up the Chart of Accounts
✔ Bank, Credit card and Loan Statement Reconciliation.
✔ Recording of Checks, Deposits, Credit cards & Loans.
✔ Accounts Reclassification and Classes Assignment.
✔ Track in your Inventory Management.
✔ Preparation of customer invoices and Statements.
✔ Recording Bad Debts & Journal Entries.
✔ Extracting Financial Reports
✔ Tracking Accounts Payable and Accounts Receivables.
✔ Maintain your Ledger and Journals.
✔ Identifying your Financial Data.
✔ Analyzing Financial Data.
✔ Weekly/Monthly Profit and Loss.
✔ Preparation of Financial Statement.
If you need any kind of my services, I am available to get along with and I value relationships with work for you.
#Bookkeeping #Bookkeeper #Accounting #Accountant #BankReconciliation #QuickBooks #QuickBooksDesktop #QuickBooksEnterprise #QuickBooksOnline #IntuitQuickBooks #QuickobooksDesktopAccountant #QuickbooksContractor #QuickBooksReconciliation #AccountReconciliation #QuickBooksBookkeeping #upwork #QuickBooksCleanup #Cleanup #Catchup #QBO #XERO #XeroAccounting #XeroBookkeeping #Tax #TaxPrepare #ChartofAccounts #WaveAccounting #WaveBookkeeping #ZohoBooks #ZohoBooksBookkeeping #AccountingSoftware #TransactionDataEntry #BasicAccounting #QuickBooksPayroll #AccountsPayable #AccountsReceivable #AccountingInvoicing #Amazon #eBay #Shopify #Walmart #HomeDepot #ecommerce #AmazonBookkeeping #RealEstateBookkeeping #FinancialStatement #upwork.com #BalanceSheet #ProfitandLoss #IncomeStatement #FinancialAccounting #Excel #usa #Canada #EcommerceBookkeeper #FinancialReporting #FinancialProjection #FinancialModeling #FinancialAnalysis #FinancialVariance #Payroll #PayrollAccounting #Gusto #ADPPayroll #English #AccuracyVerification #TaxPretaration #AdministrativeSupport #Spreadsheet #Bookkeeperqbo #Freelancing #RemoteWorker #RemoteWorking #Freelancer #RealEstateBusiness #RealEstateBookkeeper #PropertyManagement #EmtiajJahanIsha
Emtiaj Jahan I.
has worked
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$23/hr
100%
Job Success
$100K+ earned
Available now
Offers consultations
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𝐈'𝐦 𝐚 𝐓𝐨𝐩 𝐑𝐚𝐭𝐞𝐝 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐟𝐢𝐫𝐦 𝐨𝐰𝐧𝐞𝐫. 𝐂𝐨𝐦𝐞 𝐭𝐨 𝐦𝐞 𝐢𝐟 𝐲𝐨𝐮 𝐠𝐞𝐭 𝐭𝐢𝐫𝐞𝐝 𝐰𝐨𝐫𝐤𝐢𝐧𝐠 𝐰𝐢𝐭𝐡 𝐲𝐨𝐮𝐫 𝐮𝐧𝐩𝐫𝐞𝐝𝐢𝐜𝐭𝐚𝐛𝐥𝐞 𝐟𝐫𝐞𝐞𝐥𝐚𝐧𝐜𝐞𝐫. 𝐁𝐞 𝐚𝐭 𝐭𝐡𝐞 𝐟𝐨𝐫𝐞𝐟𝐫𝐨𝐧𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐛𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐟𝐢𝐫𝐦!
𝐑𝐞𝐝𝐞𝐞𝐦 𝐛𝐚𝐜𝐤 𝐲𝐨𝐮𝐫 𝐩𝐞𝐚𝐜𝐞 𝐨𝐟 𝐦𝐢𝐧𝐝! 🏆
Would you allow us to help you if we could manage and clean up your messy books quickly and accurately? 💡
------------
About Me:
I have helped 500+ clients - for the past 20+ years, outsourced to me by accounting firms, CFOs, real estate developers, realtors, eCommerce, professional service providers, among other individual clients from different marketplaces. I'm a CPA with expertise in bookkeeping, accounting and financial audit. 🏆
I've earned the Top-Rated Plus Badge as an Expert Bookkeeper on Upwork.🏆
An elite badge for agency owners and freelancers belonging to the Top 1% of the Most Reliable Bookkeepers.
I rigorously clean messy books to be tax and audit ready. 🏆
If you are a business owner, accounting head or an executive officer - I can help you if you have:
• 📉 Difficulty maintaining clean books
• 📉 Disorganized books that makes tax season stressful
• ❌ Lack of expertise in bookkeeping and accounting
• ❌ No time communicating to clients, customers or creditors
• ⏰ Delayed reports that clouded cash-flow visibility
• ⚠️ Compliance risks from inaccurate or outdated records
• 😣 Unreliable support & slow response time from your previous bookkeeper
Clients' Benefits:
• Pre-Audited and accurate books of accounts
• Clean and organized business accounts
• Speed and accuracy
• Peace of mind and reliability
• Minimum Supervision
• Reduced labor cost
• Long term engagement
Specific Services:
• Manage day to day financial transactions & operation
• In-House Accountant
• AP and AR management
• Invoice & Bill Payment Processing
• Account maintenance, clean up or update
• Recording of checks, deposits, credit cards, loans, and others.
• Reconcile bank, credit card and loan statements
• Account reclassification and assignment of classes
• Recording of journal entries
• Preparation of customer invoices and statements
• Extracting financial reports
• Set-up chart of accounts
• Create and upgrade company’s QuickBooks file
• Tax Preparation and Payroll
• Other ad hoc tasks
Accounting Software Used: (P.S. I can explore whatever accounting tools you are using, if any)
• QuickBooks Online
• QuickBooks Desktop
• Wave
• EVO ERP Software
• DoorLoop
• Xero
Let's connect!
Ana Lee Malongayon, CPA
@bookkeepingaccountant
$40/hr
100%
Job Success
$2K+ earned
Offers consultations
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End of list.
General Overview:
As a seasoned finance professional, I offer expertise in financial accounting, management reporting, business plans, and administrative support. My skills encompass:
Accounting Excellence:
- Proficiency in financial accounting, management accounting, and internal controls.
- Ensuring accuracy, compliance, and transparency in financial operations.
- Adhering to GAAP, IFRS, and industry-specific regulations.
Strategic Management Reporting:
- Providing actionable insights through comprehensive management reporting.
- Translating complex data into meaningful insights for informed decision-making.
- Identifying key performance indicators (KPIs) and tracking variances.
Business Plans and Financial Projections:
- Crafting robust business plans and financial projections tailored to unique objectives.
- Empowering clients to secure funding, drive growth, and capitalize on opportunities.
- Expertise in financial forecasting, budgeting, and scenario analysis.
Administrative Support and Project Management:
- Offering comprehensive support and project management skills.
- Streamlining processes, optimizing workflows, and leveraging technology.
- Enhancing operational efficiency and driving results.
Specific Experience:
Financial Controller (Startup)
- Directed financial operations, managing transactions and ensuring compliance.
- Implemented robust internal controls, enhancing financial governance.
- Provided valuable insights for strategic decision-making.
Finance Manager (FinTech)
- Led financial reporting and managed payroll processes for multiple subsidiaries.
- Provided strategic insights through comprehensive management reporting.
- Supported month-end closing activities and ensured accuracy in financial reporting.
Finance Head of Internal Control (Insurance Industry)
- Developed and executed strategic business plans, ensuring governance and risk mitigation.
- Implemented robust internal controls and enhanced operational efficiency.
- Provided solutions for regulatory compliance and process optimization.
Risk Advisory, Assistant Manager (BIG4)
- Provided solutions for risk mitigation, regulatory compliance, and process optimization.
- Conducted audits and assessments to identify control weaknesses.
- Collaborated with clients to develop and implement effective risk management strategies.
Assistant Vice president (Banking, London)
- Played a key role in special projects and governance initiatives.
- Implemented internal controls and enhanced operational efficiency.
- Provided strategic financial guidance and supported business objectives.
Notable Achievements:
- Directed financial operations, ensuring compliance and accuracy in transactions.
- Implemented robust internal controls, enhancing financial governance and operational efficiency.
- Developed and executed strategic business plans, resulting in increased profitability and market competitiveness.
- Provided solutions for risk mitigation, regulatory compliance, and process optimization.
Education and Certifications:
- Master of Science (MSc) in Professional Accountancy, with Merit, from UCL (University College London).
- Fellow Member of the Association of Chartered Certified Accountants (FCCA), demonstrating a commitment to professional excellence.
- Bachelor of Arts (BA) in Accounting and Finance, with First-Class Honours, from Middlesex University London.
I help English speakers to navigate the French bureaucracy.
$150/hr
100%
Job Success
$30K+ earned
Available now
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Need CFO-level financial leadership without the $320K executive cost?
I'm a dual-qualified Chartered Accountant (CA ANZ, ICAEW) and Chartered Tax Adviser (CTA) with 13 years of finance experience, including Big Four training at PwC Australia. I help growing businesses get board-ready financials, strategic insights, and investor-grade reporting.
I work with business owners who've outgrown their bookkeeper but aren't ready for a full-time CFO. Whether you're operating across multiple currencies, scaling a services business, or preparing for investment or audit — I bring the financial clarity, structure, and strategic thinking that lets you make confident decisions.
What I deliver:
— Financial model development, scenario analysis, and cash flow forecasting
— Monthly close oversight, management accounts, and board-ready reporting
— Multi-currency accounting, FX analysis, and intercompany reconciliation
— Finance function diagnostics: control assessments, efficiency reviews, and improvement roadmaps
— Statutory and regulatory financial reporting across Australian, UK, and international frameworks.
Track record:
— Led multi-jurisdictional financial reporting across Australia, New Zealand, UK, and Canada
— Managed a team of 30 delivering advisory services across 217 locations globally
— Delivered audit-ready financial statements with zero corrected or uncorrected misstatements
— Built and reviewed financial models for mid-market businesses preparing for investment, lending, and board presentations.
Ideal for:
— Growing businesses with complex financial operations (multi-entity, multi-currency, international)
— Services businesses — agencies, consulting firms, membership-based and subscription models
— Businesses preparing for investment, audit, or a step-change in financial rigour
— Founders and CEOs who want a strategic finance partner, not just a number-cruncher
I hold professional qualifications across two jurisdictions (Australia and UK), work extensively with Xero, and operate across time zones from Melbourne, Australia.
Let's talk about how I can support your finance function.
$25/hr
86%
Job Success
$50K+ earned
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I bring a wealth of professional experience and expertise to your esteemed company. As a highly dynamic and certified accountant with a proven track record across multinational corporations, I offer a unique blend of skills in credit management, financial analysis, and strategic collaboration.
With over a decade of experience in credit management, including credit underwriting, debt collections, and cash management, I am well-versed in performing comprehensive credit risk analysis and developing robust business risk profiles. My membership in the International Credit and Trade Finance Association underscores my commitment to excellence in this field.
Moreover, my proficiency in utilizing financial tools such as GSAP, MS Excel, and credit bureaus, coupled with my customer service background, positions me as a versatile and adaptable professional. I am also adept at using XERO and possess a keen aptitude for learning new ERPs.
Throughout my career, I have delivered significant value to renowned organizations like Shell and Accenture, focusing on leadership attributes such as authenticity and collaboration. I have been commended for my respectful demeanor and have demonstrated the ability to manage complex finance processes independently, as evidenced by my recent role managing the end-to-end AR process for a logistics company.
I am eager to bring my expertise and passion for finance to your team and contribute to your company's success. Thank you for considering my application, and I look forward to the opportunity to discuss how I can add value to your organization in an interview.
$30/hr
87%
Job Success
$3K+ earned
Available now
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Greetings!
My name is Thomas, Recently retired Oxford Don. 25 years experience teaching undergraduates in medicine/physiological sciences at Hertford College, Oxford University. I am a communications strategist, trainer, copywriter, proofreader, and editor with more than 15 years of experience across corporate communications, advertising and marketing. I give personal attention to the needs of my clients with a focus on creativity, quality, punctuality and style. Passionate, inspirational and enthusiastic about enabling people at all levels to reach their full potential. My particular specialties are copy-editing, website copy, article/blog content, fiction/non-fiction and food and travel writing. I am highly adept with all styles of copy and blogging, flexible to different working arrangements, communicative, and am here to help make your creative and professional vision come to life.
Moreover, I'm an Established and Top-rated professional resume and LinkedIn profile writer. I am a Recruiter and HR professional extremely well-versed in crafting modern ATS Resumes, Cover letters, and LinkedIn profiles with SEO optimization. I’ll compose, edit/proofread, rewrite, and design a job-winning resume devoid of errors and mistakes with an eye for detail, thus increasing your chances of landing your dream job.
My Key Services:
◾ Executive Resume for VP, CEO, COO, CFO and other C-level positions.
◾ Resume/ CV for Fresh Graduates and Mid-Level Managers.
◾ Tailored Cover Letter
◾ LinkedIn Profile Content Writing & SEO Optimization
As a professional book editor, I always provide detailed and thorough copyediting for your book manuscript. Each word on each line of your book will be given the attention it deserves to make your book shine. I will ensure that your writing is accurate, clear, and free of errors, inconsistencies, and repetition. In addition, you'll receive the benefit of my full expert-level attention to detail, precise following of grammatical rules, and, as an added value, a written assessment of your book from the readers' perspective
My background of nearly 20 years of experience in writing and editing documents of all shapes and sizes makes me a very versatile editor. I have also provided editing services for published authors for their personal memoirs, self-help, and personal development books.
My proofreading qualification is from The Publishing Training Centre - the preferred training institution of The Society for Editors and Proofreaders. I'm also a Professional Resume Writer and Career Strategist with over 25 years of professional experience in resume writing and LinkedIn profile optimization. I will make your life easier by crafting a new resume or transforming your existing resume into an Eye-grabbing and ATS-compliant resume, demonstrating your skills, achievements, and experiences to put your best foot forward and stand you out from the crowd.
I provide professional business, finance and marketing consulting and focus primarily on business planning, marketing strategy (online and traditional).
I have created over 1000 business plans and Investor Memorandums in the past 10 years. Additionally, I have raised debt and equity totaling $240+ million to fund these ventures. My goal is to create dynamic narrative content combined with compelling financial data for you.
I spend considerable time analyzing current marketing efforts and creating marketing strategy that works. I do SEO, SMM, SEM for both inbound and outbound efforts. I have also created dozens of websites for US and foreign based firms. These sites exhibit creativity and functionality and are designed to achieve a specific purpose. Marked hundreds of essays and dissertations, MSc and DPhil theses. Meticulous attention to detail, impeccable grammar and attention to writing style. One specialty is proofreading complex documents. One specialty is proofreading and assistance with interviews. MSc and PhD examiner in the UK and abroad.
Let me know if you require my assistance. I look forward to speaking with you soon.
Kindest regards
Tom
$30/hr
100%
Job Success
$1K+ earned
Start of list.
End of list.
🔴 I am a certified finance professional, with a strong track record in financial reporting, financial analysis & modeling, Bookkeeping and Accounting
✅ 𝐌𝐲 𝐂𝐨𝐫𝐞 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬:
1️⃣. 📈 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐁𝐚𝐧𝐤𝐢𝐧𝐠, 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 & 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠
► Profit & Loss analysis and forecasting.
► 3-statement financial models for businesses.
► Scenario and sensitivity analysis.
► Discounted Cash Flow Analysis
► M&A strategies
2️⃣. 📊𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠
► QuickBooks Online setup, cleanup, and management.
► Monthly bookkeeping and reconciliation.
► Preparation of P&L, Balance Sheet, and Cash Flow statements.
► Financial dashboard creation in Excel/Google Sheets.
3️⃣. 📃𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐒𝐮𝐩𝐩𝐨𝐫𝐭
► Excel report redesign for clarity and presentation.
►Basic pitch deck and financial summary creation.
► Macroeconomic and market research.
🛠️ 𝐌𝐲 𝐓𝐨𝐨𝐥 𝐒𝐭𝐚𝐜𝐤:
✅ 𝐄𝐱𝐜𝐞𝐥 (𝐕𝐁𝐀, 𝐏𝐨𝐰𝐰𝐞𝐫 𝐐𝐮𝐞𝐫𝐲)
✅ 𝐏𝐨𝐰𝐞𝐫𝐏𝐨𝐢𝐧𝐭
✅ 𝐆𝐨𝐨𝐠𝐥𝐞 𝐒𝐡𝐞𝐞𝐭𝐬
✅ 𝐓𝐚𝐛𝐥𝐞𝐚𝐮
🏗️ 𝐖𝐡𝐲 𝐒𝐡𝐨𝐮𝐥𝐝 𝐖𝐞 𝐖𝐨𝐫𝐤 𝐓𝐨𝐠𝐞𝐭𝐡𝐞𝐫?
✔ 𝐂𝐥𝐚𝐫𝐢𝐭𝐲 & 𝐀𝐜𝐜𝐮𝐫𝐚𝐜𝐲: I translate complex numbers into clear, actionable insights.
✔️𝟏𝟎𝟎% 𝐉𝐨𝐛 𝐒𝐮𝐜𝐜𝐞𝐬𝐬: ⭐⭐5-star client feedback on complex modeling jobs
✔ 𝐑𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐯𝐞 & 𝐑𝐞𝐥𝐢𝐚𝐛𝐥𝐞: I keep communication open and deliver on time.
✔ 𝐍𝐢𝐜𝐡𝐞 𝐌𝐚𝐬𝐭𝐞𝐫𝐲: Deep expertise in energy, real estate, and cross-border M&A.
✔ 𝐆𝐫𝐞𝐚𝐭 𝐕𝐚𝐥𝐮𝐞: I provide professional quality at competitve rates.
📩 𝐂𝐥𝐢𝐜𝐤 𝐭𝐡𝐞 𝐈𝐧𝐯𝐢𝐭𝐞 𝐭𝐨 𝐉𝐨𝐛’ 𝐛𝐮𝐭𝐭𝐨𝐧 and write me📝a personalized message for me to👉organize, analyze, and present your finances with confidence.
💡𝐅𝐞𝐞𝐥 𝐟𝐫𝐞𝐞 𝐭𝐨 𝐯𝐢𝐞𝐰 𝐦𝐲 𝐂𝐥𝐢𝐞𝐧𝐭 𝐓𝐞𝐬𝐭𝐢𝐦𝐨𝐧𝐢𝐚𝐥𝐬 𝐃𝐨𝐰𝐧 𝐁𝐞𝐥𝐨𝐰👇👇
I'm looking forward to working with you!
Regards,
𝐌𝐚𝐧𝐝𝐞𝐥𝐚 𝐊.
$25/hr
100%
Job Success
$70K+ earned
Offers consultations
Start of list.
End of list.
During my 25 years career I had the possibility to define, develop and manage several IT proyects for different companies in different countries (Argentina, USA, Ireland ,Mexico, Uruguay, Chile ). I also gain expertise in many different sectors and industries (Advisory , finance, health care , wholesale/retail, marketing, insurance, pharmaceutical).
I am a pro-active professional and highly involved person, caring for projects and organization objectives.
$125/hr
Available now
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After nearly 30 years in senior finance and operations roles, I’m launching my fractional CFO and financial operations practice to work directly with owner-operated and growing businesses. I specialize in helping founders gain clarity around cash flow, profitability, and financial decision-making through clean, practical systems.
My work typically includes financial clean-ups, streamlining accounting processes, building rolling forecasts and cash management tools, improving reporting visibility, and supporting strategic planning. I enjoy hands-on projects like implementing forecasting models, organizing QuickBooks environments, setting up dashboards, and creating simple templates that make it easier to understand what’s happening in the business and plan next steps.
I’m especially passionate about partnering with owners as they scale, providing thoughtful financial guidance without unnecessary complexity. Whether you need help getting your financials back on track or building forward-looking tools to support growth, I focus on creating solutions that are clear, actionable, and sustainable.
Rates can be hourly or project based and are dependent on the type of work being engaged.
$50/hr
$3K+ earned
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I build the financial model that survives investor scrutiny. The one your equity partner, lender, or investment committee get comfort from.
Fifteen years in institutional finance and a hand in $5.4B of closed transactions taught me one thing: a raise lives or dies on whether the numbers hold up in the data room. That's the model I build for you: bank-grade rigor, delivered fast, without the bank-grade overhead.
What I build
• Investor-ready financial models: 3-statement, pro forma, DCF, LBO, project finance
• Equity waterfalls: GP/LP splits, preferred returns, catch-ups, promotes
• Debt sizing & covenant defense: DSCR, LVR, ICR, interest reserve, stress-tested to credit-committee standards
• Scenario & sensitivity analysis: the downside cases investors ask about before you do
• Model audits: a second set of institutional eyes on a model you already have
And when the model's done and you're ready to raise, I build the materials that go around it — investor decks, information memoranda, and full go-to-market financing packages. Most clients hire me for a model and stay for the whole raise.
Same discipline, any sector
My deepest roots are in real estate, from single-asset developments through to institutional portfolios and multi-billion-dollar transactions. Recent engagements:
• Padel & leisure club (Los Angeles)
• Lithium mining project (Argentina)
• Private equity fund (South America)
• Commercial property syndicators (Australia)
Institutional background (deals I contributed to during my banking career at J.P. Morgan & Macquarie):
• Boral - US$2.6B acquisition of Headwaters Inc.
• Charter Hall - A$350M institutional placement
• Qantas Airways - A$1.36B institutional placement
• Sydney Airport - A$1.4B senior secured facility
• Sonic Healthcare - A$540M acquisition of Aurora Diagnostics
How I work
You'll never wonder where I am. Regular updates, fast turnarounds, and a collaborative approach that treats your deal like my own.
If you need a sharp, investor-ready model or an honest second opinion on one you've already built, please send me a message and tell me about your raise.
Romano D.
has worked
.