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$80M+ in transactions closed. If you need institutional-grade investment banking or equity research - pitch decks that raise real capital, financial models built to Wall Street standards, M&A advisory, or institutional research - you're in the right place.
I'm a CFA Charterholder and FRM with 12+ years running RedeFin Capital, a boutique investment banking and equity research firm. I previously served as Director of Capital Markets at one of South India's largest real estate developers. My work has been used by hedge funds, asset managers, and institutional investors across the US, Europe, and Asia - not produced for templates, but for live transactions.
I also run Kedge Research, the proprietary institutional equity research arm of RedeFin Capital, delivering initiating coverage, M&A screening, sector notes, and blue books to global fund managers.
WHAT I DELIVER:
📊 Pitch Decks & Investor Presentations - battle-tested decks used in actual fundraising rounds from seed to Series D
📐 Financial Models - 3-statement, DCF, LBO, SOTP, merger models built to institutional standards
🔍 Equity Research & Blue Books - initiating coverage, sector notes, and M&A target screening for hedge funds and asset managers
🤝 M&A Advisory - deal structuring, CIMs, teasers, valuation, and negotiation support
💼 Fundraising Strategy - investor targeting, outreach, and mandate management across equity, debt, and structured finance
📋 Business Plans & Feasibility Studies - for startups and growth-stage companies seeking bank or investor approval
SECTOR COVERAGE: Technology, Real Estate, Energy & Utilities, Healthcare, Industrials, Consumer, Financial Services, SaaS, D2C, AgriTech
PROOF:
✅ $80M+ closed across equity, debt, and structured transactions
✅ $500M+ active pipeline across current mandates
✅ 200+ pitch decks, financial models, and equity research reports delivered
✅ Client engagements with Piper Jaffray, Lake Street Capital Markets, and institutional investors globally
✅ CFA Charterholder | FRM | IIM Lucknow (MBA) | IIT Madras (B.Eng) | Bloomberg Champions Program
✅ International speaker at capital markets forums
Scroll down to see portfolio case studies with real deliverables - actual transaction documents and research reports, not mock-ups.
Message me with a brief description of your transaction, research, or project and I'll respond within a few hours. Let's move your deal forward.
Arvind Kalyan V.
has worked
.
Associated with
Rede Fin Capital Advisory Private Limited
$25/hr
$2K+ earned
Start of list.
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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.
Kartik K.
has worked
.
$22.25/hr
80%
Job Success
$1K+ earned
Start of list.
End of list.
Nwakibeya Chidera Dominic
CFDs Trader and Cyber defense
+2348138874434
doubly319@gmail.com
Lagos, Nigeria.
Professional Summary
Astute and results-driven CFDs Trader and Asset Manager with a proven track record of growing portfolios and optimizing risk-adjusted returns in volatile markets. Adept at combining technical analysis, market psychology, and disciplined strategy execution to consistently outperform benchmarks. Known for data-backed decision-making, responsible risk management, and a deep understanding of global macroeconomic trends. Committed to delivering value through smart capital allocation and continuous learning.
Core Competencies:
CFD Trading (Forex, Indices, Commodities, Crypto)
Asset Allocation & Portfolio Management
Risk Management & Hedging Strategies
Fundamental & Technical Market Analysis
Position Sizing & Capital Preservation
Trade Journaling & Performance Reviews
Trading Psychology & Discipline
Economic News & Impact Trading
Investor Relations & Reporting
Professional Experience:
Independent CFDs Trader & Portfolio Manager
Remote 2021 – Present
Successfully managed personal and client capital across Forex, indices, and crypto CFDs with a sharp focus on risk-to-reward optimization.
Developed and refined robust trading strategies using multi-timeframe technical analysis, macro insights, and sentiment indicators.
Grew client portfolios by up to 60% YoY while maintaining maximum drawdown below 5% through strategic risk controls.
Maintained meticulous trade journals, enabling consistent performance reviews and continual improvement.
Provided detailed monthly reports to clients, fostering trust and transparency in portfolio performance.
Junior Asset Analyst
Grit Capital Management
Lagos, Nigeria
2023-2024
Supported senior managers in asset evaluation, market research, and risk forecasting.
Helped restructure a mid-sized portfolio, improving Sharpe ratio by over 2.15% within 6 months.
Built Excel-based models to simulate trading strategies under different market conditions.
Key Achievements:
Delivered consistent quarterly profits in varying market conditions, including high-volatility periods.
Built a proprietary risk management model that reduced average drawdowns by 30%.
Mentored 10+ junior traders and helped them develop solid, rule-based trading strategies.
Certifications & Training:
Certified Financial Markets Analyst – [Institution]
Risk Management for Traders – [Platform/Provider]
Ongoing: Chartered Market Technician (CMT) – Level I Candidate
Tools & Platforms:
MetaTrader 4 & 5 | TradingView | cTrader
Excel (advanced) | Python (basic scripting for backtesting)
Bloomberg Terminal (familiar)
Discord, Telegram, and X(for community and sentiment analysis)
Education:
B.Sc. in Finance
Legacy university Okija, Anambra, State.
2020-2025
B.Sc. in Computer Science
Legacy university Okija, Anambra, State.
2020-2025
References
Available on request.
$50/hr
95%
Job Success
$100K+ earned
Available now
Offers consultations
Start of list.
End of list.
CFA Charterholder with 18 years of experience building investment-grade financial models for PE funds, startups, deal teams, and renewable energy projects — delivering the models that help clients raise capital, close deals, and make faster decisions.
I work with founders, fund managers, investment teams, and CFOs who need financial models that are technically rigorous, easy to present to investors, and built to a professional standard. Whether you need a DCF valuation, an LBO acquisition model, a PE fund waterfall, a project finance model, or a full FP&A forecasting system — I build models that are clear, auditable, and client-ready.
WHAT I CAN BUILD FOR YOU
Financial Models: DCF, LBO, leveraged buyout, 3-statement integrated models, M&A transaction models, comparable company analysis, precedent transaction comps, sensitivity and scenario analysis.
Fund and PE Models: GP/LP waterfall distribution models, carried interest structures, PE fund models, NAV calculations, LP reporting, portfolio company valuation, fund feasibility studies.
Project Finance: Solar and renewable energy project finance models, DSCR and debt sizing models, infrastructure feasibility, PPA revenue models, debt structuring and sensitivity analysis.
Investor Materials: Investor pitch decks, Confidential Information Memoranda (CIMs), teasers, investment memos, IC presentations, data room preparation, lender presentations.
FP&A and CFO Support: Budgeting and forecasting, rolling cash flow models, startup runway models, KPI dashboards, board reporting packs, management accounts, variance analysis, unit economics, and pricing models.
WHY CLIENTS CHOOSE ME
I am a CFA Charterholder and CGMA (CIMA) with a background spanning private equity (co-founder of a special situations PE platform), investment banking-style deal work (M&A transactions averaging USD 20M+, including USD 100M+ deals), fractional CFO engagements, and large corporate finance roles including a USD 1.5B multinational group and a USD 50M IFC funding facility.
I have worked on both sides of the table — as a fund manager building models for investor committees, and as a company executive preparing materials for lenders and investors. That dual perspective means the models I build are structured the way sophisticated investors and lenders actually read them.
I work at a senior level but price competitively compared to US and UK finance professionals — giving clients access to institutional-quality deliverables at a fraction of the cost of an investment banking associate or a Big Four consultant.
HOW I WORK
Every engagement starts with a clear scope. I provide a model outline before starting, deliver in stages with commentary, and include a walkthrough call on completion. Models are built with clear structure, colour-coded inputs, and full documentation so you can run scenarios yourself after delivery.
Typical turnaround: 3 to 7 business days for most financial models; 1 to 2 weeks for complex multi-entity or fund models.
If you are raising capital, evaluating an acquisition, structuring a fund, or need a financial model that will stand up to investor scrutiny — send me a message and I will confirm scope and timeline within 24 hours.
Nuwan D.
has worked
.
$27/hr
$100+ earned
Start of list.
End of list.
Hello,
Thank you for visiting my profile. Below is an overview of my skills:
With over a decade of experience in the financial and commercial sectors, I am a seasoned financial expert. Throughout my career, I have specialized in developing sophisticated financial models and reporting tools to enhance operational efficiency and drive superior outcomes:
Crafted comprehensive budgeting models encompassing detailed forecasts of balance sheet and income statement lines, profitability and efficiency ratios, as well as capital and liquidity forecast models, all meticulously aligned with Risk Appetite statement limits.
Designed a loan and deposit pricing model, recognized and endorsed by the National Bank of Georgia.
Developed an Interest Rate Risk model to assess the economic value and net interest income effects, factoring in various scenarios of interest rate volatility.
Led the formulation and execution of diverse stress-test scenarios to identify potential risks and losses.
Engineered Capital and Liquidity forecast models for daily monitoring and analysis.
Automated Market Analysis reports tailored for the Banking and Financial Sector.
Constructed numerous automated reports and dynamic dashboards utilizing visualization tools like Tableau.
Established Product/Segment profitability tools to evaluate the efficacy of each business line.
Devised a robust cost allocation model, delineating direct and indirect costs at the segment/product level.
Beyond these accomplishments, I have a proven track record of analyzing regulatory changes and their impacts on sectors. Additionally, I actively engage in researching international practices and standards, including methodologies from Basel and EBA. I have spearheaded initiatives to align NBG regulations with these global standards, thus enhancing the bank's competitive positioning.
Maintaining a commitment to excellence has propelled me to success as the Head of Financial Department Division, where I play a pivotal role in strategic decision-making.
My primary objective is to not just meet but surpass the expectations of my managers. I am enthusiastic about leveraging my expertise to contribute to your success.
Teona G.
has worked
.
$10/hr
93%
Job Success
Available now
Start of list.
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If you don't trust your numbers, your reports, or your CRM data, every business decision becomes harder than it should be.
I help business owners create financial and operational clarity through bookkeeping, reconciliations, financial operations support, and CRM management. Whether you're behind on bookkeeping, struggling with account reconciliations, managing multiple systems, or dealing with disorganized client records, I bring structure, visibility, and consistency to your business operations.
I specialize in supporting Real Estate & Property Management companies, Service-Based Businesses, Consultants, Startups, Agencies, and Growing Teams.
My areas of expertise include:
📊 Bookkeeping & Financial Management
• Bookkeeping Cleanup & Catch-Up
• QuickBooks Online & Xero
• Bank & Credit Card Reconciliations
• Accounts Payable & Accounts Receivable
• Expense Tracking & Categorization
• Financial Reporting
• Month-End Close Support
• Cash Flow Monitoring
⚙️ Financial Operations
• Vendor Management
• Invoice Processing
• Financial Data Organization
• Workflow Improvement
• SOP Documentation
• Operational Process Support
• Financial Record Management
🗂 CRM Management & Business Systems
• CRM Cleanup & Organization
• HubSpot & GoHighLevel
• Lead & Pipeline Management
• Contact Database Maintenance
• Workflow Automation Support
• Client Follow-Up Systems
• Data Accuracy & Reporting
What Clients Gain:
✔ Clean, accurate, and up-to-date financial records
✔ Reconciled accounts that support confident decision-making
✔ Better visibility into cash flow, expenses, and business performance
✔ Organized CRM systems with reliable client and pipeline data
✔ Streamlined workflows that reduce administrative bottlenecks
✔ More time to focus on growth instead of chasing numbers, records, and follow-ups
Recent work has included bookkeeping cleanup projects, bank and credit card reconciliations, financial reporting support, CRM organization, workflow documentation, vendor tracking, and operational process improvement for real estate, service-based, and growing businesses.
Tools & Platforms:
QuickBooks Online | Xero | HubSpot | GoHighLevel | Excel | Google Sheets | Microsoft Excel | ClickUp
If you're looking for a professional who can support both your financial processes and operational systems while bringing structure, accuracy, and consistency to your business, I'd be happy to discuss how I can help.
Rose W.
has worked
.
$50/hr
100%
Job Success
$100K+ earned
Offers consultations
Start of list.
End of list.
🔹 Title:
Data Scientist, AI & Data Engineer, Financial Engineer and Quant Developer for Algorithmic Trading Strategies
🔹 Overview:
Hello! I am a highly skilled and experienced professional with a strong background in Data Science and Data Engineering, ML & AI. I hold a BSc in Actuarial Science and an MSc in Data Science and Analytics. I am also a CFA Level 2 holder. I have strong expertise in utilizing advanced statistical models, financial models, and machine learning and AI algorithms to solve complex problems and drive business growth in diverse fields from my years of experience working as a data scientist, product scientist, data engineer, actuarial analyst, and quant finance developer.
💼 Key Skills:
- Machine Learning | Artificial Intelligence | Data Science
- Actuarial Modelling and Risk Modeling & Management
- Finance | Quantitative Finance| Econometrics
- Financial Derivatives | Asset Pricing | Factor Investing
- Portfolio Management | Risk Management
- Algo trading | HFT
- And so much more...
🌟 Services I Offer:
- Data Science and Data Engineering Consultation
- Actuarial Modelling and risk management consultation
- Quantitative financial modeling and analysis
- Machine learning algorithm development and implementation
- Financial risk management and models
- Customized dashboards and web apps for businesses and individuals
- Carrying out advanced research projects for publication in top journals
- Conducting advanced research and development projects in ML, AI, and Finance
- Designing Algo trading models and software
🏆 Why Choose Me?
With my diverse expertise in finance and financial risk management, data science & AI, I am uniquely positioned to deliver tailored solutions that drive value for your business. My rigorous academic and professional training, years of practical experience, and certifications ensure that I can seamlessly tackle any challenging project.
Feel free to contact me for any questions, or clarifications, and to discuss your project requirements. Let's work together to achieve your goals!
Tech Stack:
Programming: Cloud and Devops Web Apps and Trading Platforms:
- Python - Interactive Brokers
- Rust
- R
Benson M.
has worked
.
$90/hr
100%
Job Success
$100K+ earned
Offers consultations
Start of list.
End of list.
TheGuzyGroup.com
Serious Deals Need Serious Analysis
🔹 Trusted by Developers, PE Firms, and Fund Managers
🔹 Top-Rated Upwork Freelancer | Financial & Real Estate Modeling
🔹 Schedule a Call: calendly.com/david-guzy
Expert in Syndication & Fund Modeling for:
📍 Asset Classes: Self-Storage, MHP, Industrial, Multifamily, Hotel
📍 Opportunities: Development & Asset Acquisitions
📍 Waterfall Structures: Preferred Returns, IRR Hurdles, Return of Capital, Catch-Up Tiers, GP/LP Splits
💡 "Pay Peanuts, Get Monkeys." Work with a pro who understands the numbers that drive your deals.
🔗 More Info: TheGuzyGroup.com
David Vincent G.
has worked
.
$15/hr
100%
Job Success
$6K+ earned
Offers consultations
Start of list.
End of list.
Are you running a construction or contracting business and finding it hard to keep track of your project finances?
If you're overwhelmed with messy books, don’t have clear project-wise profitability reports, and can’t see where your money is going, you’re not alone.
You need clean, organized books that give you real-time updates on each project, so you can manage costs, avoid overruns, and make confident decisions.
That’s where I come in.
I’m Hamza, a tech-savvy accountant who helps contractors like you get control of your numbers. I’ll clean up your books (within 1 week), organize your financials project-by-project, and deliver accurate reports that help you stay on track—and grow.
If you're tired of guessing your profits or scrambling at tax time, I’ve got your back. And if anyone questions the accuracy of your books after my work, you get 100% of your money back.
You focus on building projects. I’ll focus on building your financial clarity.
Hamza Munir
Your Dedicated Construction Bookkeeper
FAQs
1. Can you track profitability for each of my projects separately?
Yes, I’ll organize your books so you can see income, expenses, and profit for every individual project.
2. Do you understand the specific needs of construction businesses?
Yes, I work with contractors and understand job costing, material tracking, and managing subcontractors.
3. How fast can you clean up my books?
Most cleanups are done within a week, depending on your volume. You’ll get organized, accurate books—fast.
4. What accounting software do you use?
I work with QuickBooks Online, Xero, and other tools. I’ll also help set up job costing and tracking if needed.
5. Can you keep my books updated after the cleanup?
Yes, I offer ongoing weekly or monthly support so your books and project reports stay current.
6. What if I’m not happy with the results?
You get a full refund if you’re not satisfied or if anyone questions the accuracy of the books I deliver.
7. What accounting services can you handle for my business?
I offer a full range of accounting services (excluding tax), backed by a professional accounting degree and 3 years of experience in an accounting firm. Here's what I can do for you:
Prepare accurate financial statements (Balance Sheet, Income Statement, Cash Flow)
Build financial models, 3–5 year projections, and budget forecasts
Conduct financial analysis (KPIs, ratios, variance reports, cash flow tracking)
Perform audit preparation and create audit-ready working papers
Investigate irregularities through forensic accounting
Manage or clean up your payroll records
Handle accounts receivable/payable, bank reconciliations, and month-end closings
Set up or restructure your chart of accounts for better reporting
Provide ongoing accounting support (weekly/monthly) to keep your books clean and current
Hamza M.
has worked
.
$55/hr
100%
Job Success
$2K+ earned
Start of list.
End of list.
I’m a commercial/multi-family, retail and self storage real estate professional experienced in problem solving, assessing risk, financial reporting, lending, insurance for owners, managers, lenders and investors. Whether you’re trying address specific concerns at a property or determine the direction of the portfolio I can help.
Knows - Lending, Reporting, Risk Management, Insurance Coverages
Full project management from start to finish
Regular communication is important to me, so let’s keep in touch.
William S.
has worked
.