🏆 Microsoft Certified: Power BI Data Analyst Associate (PL-300) Top Rated | 100% Job Success | 90+ Projects Delivered I help businesses replace manual spreadsheets with automated financial reporting and dashboards that leaders can rely on for decisions. Many of my clients come to me when reporting has become slow, manual, error-prone, or difficult to trust. I design structured, automated solutions that reduce reporting time, improve accuracy, and give leadership clear visibility into performance. With a background in accounting and data science, I combine financial understanding with technical expertise — ensuring your reports are not only automated, but financially sound and decision-ready. What I Specialize In Financial Reporting & Automation ✔ Automated P&L, budgeting, and forecasting systems ✔ Month-end reporting optimization (cut from days to hours) ✔ Cash flow tracking & scenario modeling ✔ Structured financial models for growing businesses Power BI Dashboards ✔ Executive dashboards with KPI tracking ✔ Real-time data connections (APIs, SQL, cloud databases) ✔ Clean data modeling & DAX measures ✔ Row-level security & structured reporting environments Excel & Process Automation ✔ VBA automation & pricing tools ✔ Quote generators & internal systems ✔ Power Query data transformations ✔ Integrated workflows using Power Automate Recent Results • Reduced month-end reporting from 5 days to 3 hours (80% time saved) • Built Excel pricing tool saving 10+ hours per week • Developed automated finance tracker with smart transaction categorization • Connected Power BI dashboards to live banking APIs for real-time monitoring Tools & Technologies Power BI (Certified – DAX, Power Query, Data Modeling) Excel (VBA, Power Pivot, advanced financial modeling) Python (pandas, API integration, automation) SQL | Power Automate | Google Sheets (Apps Script) Xero (Advisor Certified) If you're looking for a consultant who understands both the numbers and the systems behind them, I’d be happy to help. Click “Invite to Job” or send a message — I typically respond within 24 hours and can schedule a call the same day.

Management consulting senior director focusing on strategy and operations work across industries. My services are backed by hands-on experience building analytics tools, strategy deliverables, and executive presentations. I have always preferred to be a hands-on contributor, and I have years of people management experience in teams of 2-8. I have worked directly with CEOs, junior analysts, and everyone in between. My focus areas have included financial services, operations, P&C insurance, though my work regularly extends to any data-driven business area. I joined Upwork to engage directly with businesses of all sizes, zeroing in on their most immediate problems and providing enterprise-level experience on an individual basis. On Upwork I focus on well-defined, scoped work across three areas: Excel Builds KPI dashboards, budget vs. actual trackers, operational scorecards, financial models, cash flow forecasters, and automated reporting tools. Built from scratch using your actual data and business context, not recycled templates. Presentations Pitch decks, diagnostic findings, investor presentations, branded templates, executive briefings, and board-ready reports. I know what polished looks like and I hold every project to that standard regardless of size. Expert level with both PowerPoint and Google Slides. Strategy and Analysis Market assessments, diagnostic reports, process documentation, operating model summaries, and executive-ready strategic briefs. Built the way a consulting firm would build them - narrative-driven, structured argument, clean supporting analysis, no filler. What to expect working with me: - Scope and price agreed before any work starts. No surprises. - Your branding, your layout, your terminology throughout. - Clean structure you can maintain after handoff. I build from your actual business context, not AI-generated content or generic templates. US-based, Eastern time zone, responsive, and fast on well-defined work. MBA from NYU Stern. PMP certified. Reach out and tell me what you are working on.

I am Jachim, a Certified Management Accountant (CMA) and expert in financial modeling and valuations. I also was among the Top 10 scorers for the Principles of Financial Reporting (PFF) module of the June 2024 Singapore Chartered Accountant Qualification (SCAQ) Foundation Program examination. With over a decade of experience, I specialize in creating integrated financial models for operating, fundraising, and valuation purposes across various industries, including SaaS, eCommerce, and manufacturing. In addition, I am highly specialized in Xero and the Xero ecosystem. I have a deep knowledge about Syft Analytics, Dext, and ApprovalMax. My expertise lies in providing comprehensive management accounting services, specifically on the management reporting side. I am adept at enhancing internal controls and managing intercompany transactions, ensuring seamless financial operations across multiple entities. I am dedicated to delivering high-quality work within agreed timelines and budgets, ensuring data confidentiality and adherence to good corporate governance practices. My services are tailored to meet the unique needs of each client, providing valuable insights and strategic financial planning. Let's connect to discuss how I can help streamline your financial processes and drive your business success. I look forward to working with you.

With 10+ years of experience in finance, investment advisory, corporate strategy, and M&A, I specialize in helping businesses secure funding, accelerate growth, and maximize value. Key Industries: Artificial Intelligence | SaaS | Industrials & Construction | Healthcare Tech Who I Work With: Startups, Consultancy’s, Venture Capital and Private Equity firms, Investment Managers, former NBA professionals, and industry leaders. Core Services: 💼 Investor-Ready Documents Pitch Decks, Business Plans, Due Diligence, Executive Summaries, CIM 💼 Financial Modeling & Analysis Pro Forma & GAAP-compliant Models, LBO Models, DCF/IRR/ROI Analysis, M&A Support 🖋️ Strategic Research & Insights Custom Market Research/Due Diligence, Competitive Intelligence, Business Content Writing Client Testimonials: ⭐⭐⭐⭐⭐ "Kailash was a godsend... his work on our business plan and financials was critical in securing our seed funding." "Communication was phenomenal — he understood every detail of my business and translated it into a compelling plan and deck." Career Highlights - Financial Due Diligence and Market Study on a Large-scale M&A transactions ($2.7B) - Top-Rated Plus Consultant on Upwork - Former Google Cloud FP&A Lead (M&A and strategic growth initiatives) - Supported 2 LBO transactions in the $200M–$350M range

Hi Thanks for reading my profile. Here are the topics that I am well versed in: Solar PV design - from 1KW to 100 MW Solar PV design - grid tied, off grid, hybrid grid tied with battery backup, BESS, Solar PV design - pv sizing, battery sizing, AC Production, load analysis Solar PV Design - solar farms plus interconnection to grid , substation design Aurora Solar PV design Lighting Design - photometric analysis, lighting layout Lighting Design - luminaire selection and comparison, energy efficiency Project Financial Analysis - Cash Flow, ROI, project payback Financial Business Analysis - Forecasting, Modeling, Proforma Energy Efficiency Analysis Carbon Emissions Analysis Business Plans - startup to project additions Excel - Word - PDF Technical writing , copy writing editing, RFP Scope of Work Building construction and design Building energy efficiency and many more Batina earned his BSEE from Purdue University and his MBA from Pace University specializing in financial modeling. Batina has spent his engineering career designing and developing many projects in many different fields. He has dedicated himself to bringing the best engineering practices to his designs and in support of the projects and company objectives. At this point in his career, he is dedicating himself to helping as many people as possible thru his solar pv projects and lighting designs. Our Founder, William Batina has over 40 years of engineering and management experiences having been involved in hundreds of projects of all types and sizes. He was the University Energy Manager at Pace University for 15 years where he was part of the Facilities Management Team, which managed about 90 buildings with over 2.8 million square feet of spaces. We completed over 300 renovation projects including the renovation of the main campus in Pleasantville NY USA. Batina was part of the interdisciplinary team which developed the specifications for the new resident halls of about 250,000 square feet each. The redevelopment project costs were about $ 110 million for the Pleasantville campus. An additional master plan development was also about $ 100 million for the main campus in New York City. While Batina was the University Energy Manager at Pace University, he was responsible for the utility budgets. The annual budget for 4 campuses was about $ 10 million. He had to develop the budgets and then track the expenses and compare the utility bills to the budgets. I was involved in all aspects of Energy Management from energy procurement to energy benchmarking , data analysis, budget development and monthly utility invoice payments, tracking and financial reporting. Over his career, he probably reviewed about 30,000 utility bills I have extensive business knowledge and experiences. I am familiar with the standard business analysis statements of Balance Sheet, Cash Flow, Income Statement, and Retained Earnings. I am an expert at creating Excel charts, performing data analysis and business forecasting. I have started several technical companies so I am also familiar with business plans and investment funding. Throughout my career, I have written several hundred technical reports, training manuals, data analysis reports, and had several technical articles published in refereed journals. I have 7 issued US Patents and 15 US Patent applications. Beacon Energy Renewables LLC was formed in 2023 to bring quality Energy Management and Project Management to the solar PV and wind development projects. We have assembled a group of professionals with a combined experience of over 80 years to offer their expertise in the design and implementation of solar pv designs. This past year, Beacon Energy Renewables LLC, has been dedicated to larger, utility scale solar pv projects. We bring together the professionals and companies to design and build these larger projects. We can design the projects as a complete project or act as your project managers for any stage of the project. I have completed 5 solar farm feasibility studies with the next steps to complete the engineering, procurement and construction phases. I am currently working solar farm development of 50 to 100 MW in GA with 3 projects in development. Each of these projects covers about 100 acres. Solar PV Projects / Wind Projects / Battery Storage • Feasibility Studies • Engineering • Procurement • Construction • System Commissioning • Operations and Maintenance • Project Management • Energy Management • EV charging Solar Projects • Solar Powered applications – Grid Tied • Solar Powered Applications – Off Grid Hybrid or battery Back up • Energy Storage • Utility Scale projects Project Management • Project Schedules • Project Financials – Budgets • Project Financials – Budget / Expense tracking • Project Reporting Legal • Solar Contracts – PPA – Leases- Interconnections Agreements • Property Leases • Construction Contracts • Equipment Rentals I look forward to working on your projects.

⭐ I specialize in QuickBooks cleanup, bank & credit card reconciliations, and CPA-ready bookkeeping for small businesses. If your books are messy, behind, or just don’t make sense — I fix them fast and keep them clean. 𝐈 𝐠𝐞𝐧𝐮𝐢𝐧𝐞𝐥𝐲 𝐞𝐧𝐣𝐨𝐲 𝐭𝐡𝐢𝐬 𝐰𝐨𝐫𝐤 𝐚𝐧𝐝 𝐝𝐨𝐧’𝐭 𝐧𝐞𝐞𝐝 𝐫𝐚𝐦𝐩-𝐮𝐩 𝐭𝐢𝐦𝐞 — 𝐢𝐟 𝐲𝐨𝐮𝐫 𝐛𝐚𝐧𝐤 𝐚𝐧𝐝 𝐜𝐫𝐞𝐝𝐢𝐭 𝐜𝐚𝐫𝐝 𝐬𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 𝐚𝐫𝐞 𝐫𝐞𝐚𝐝𝐲, 𝐡𝐢𝐫𝐞 𝐦𝐞 𝐚𝐧𝐝 𝐈’𝐦 𝐨𝐟𝐟 𝐚𝐧𝐝 𝐫𝐮𝐧𝐧𝐢𝐧𝐠. ✔ 30+ years improving accounting systems, financial reporting, and cleanup projects ✔ Trusted by business owners who want books done right — not redone later CORE SERVICES • Monthly Bank Reconciliations • Credit Card Reconciliations • QuickBooks Catch-Up & Cleanup * Transaction Categorization & Financial Accuracy Review * Chart of Accounts Cleanup & Structure Optimization • CPA-Ready Financials • Excel Reporting & Financial Summaries HOW I WORK ✔ Clear, responsive communication ✔ Organized, methodical processes ✔ Reconciliations that actually tie out ✔ No suspense accounts or plug numbers ✔ Clean, defensible audit trails ✔ Reliable turnaround times SOFTWARE & TOOLS • QuickBooks Online • Microsoft Excel (Advanced Formulas, Pivot Tables, Power Query, Custom-Designed Macros) • Bank & Credit Card Reconciliation Systems • CPA-Ready Financial Reporting • Historical Book Cleanup & Catch-Up Projects READY TO GET YOUR BOOKS CLEAN? Send me a quick message with: • Your accounting software • How far behind things are • Your biggest bookkeeping headache I’ll tell you exactly how I’d fix it.

An Excel/VBA expert, and previously a 'qualified by experience' accountant, I have been an independent career contractor in financial modelling, analysis, reporting and automation of data tasks for many years and have amassed at least 40,000 hours 'flying time' in Excel. My speciality is the creation of detailed and powerful forecast/budget models for complex businesses, but I also enjoy developing all sorts of automated tools and systems for analysis and reporting. I am happy to work in almost any sector or business type and size, but so far I have worked in Financial services, Manufacturing, Logistics, Aviation, Various other Services, Telecomms, Sport, Pharma, Retail, PR and more, for companies ranging from local outfits to multinationals. I am well able to quickly comprehend your needs and to devise and create a solution working with minimal contact, and I have built many projects that have remained in use for years. After completion, I continue to offer any ongoing support and enhancement that may arise, and clients often return to give me more business.

🏆 Top Rated Plus Upwork Professional | Top 3% Talent ✅ 100% Job Success & Client Satisfaction 📊 10+ Years of Experience 🎓 Certified Chartered Accountant (ACCA) **Professional Bookkeeper & Tax Preparation Services – Accuracy You Can Trust!** With extensive experience in accounting, bookkeeping and U.S. tax preparation, I have solved bookkeeping and accounting problems for numerous businesses and firms and created solutions for maintaining accurate financial records, streamlining processes, and ensuring compliance. 💼 **Bookkeeping & Accounting:** ✔ Bank and Credit card reconciliations, Accounts payable/Accounts receivable management, QuickBooks Clean-ups and Catch-ups ✔ Full-Charge bookkeeping & tax-ready financials - from transaction recording to year-end closing ✔ Proficient in QuickBooks Online, QuickBooks Desktop, Quicken, Xero, WaveApp, GnuCash, Sage 50, and Odoo App ✔ Financial reporting & budgeting (Profit and Loss Statement, Balance Sheet, Cashflow) 📝 **U.S. Tax Preparation:** ✔ Using Intuit Pro-Connect, TaxSlayer & MyTAXPrepOffice ✔ Preparation of individual & business tax returns (1040, 1040-NR (5472), 1065, 1120, 1120S) ✔ Tax-ready books for smooth filing 💼 Industries I Serve : 📚 Bookkeeping & Accounting Firms: Supporting CPAs, EAs and Accounting/bookkeeping firms. 🛒 E-commerce & Retail: Helping online and retail businesses (Shopify, Amazon, Etsy, WooCommerce) with monthly financial reporting. 💼 Service-Based Businesses: Working with coaches, consultants, marketing agencies, IT firms and freelancers to manage cash flow and financial reporting. 🏗️ Construction & Trades: Assisting small contractors, electricians, plumbers, HVAC specialists and landscapers with job costing, subcontractor tracking, AP/AR management, invoicing and financial reports. 🍽️ Food & Beverage: Helping restaurants, cafés, bakeries, caterers, and food service businesses with payroll reconciliation, cash flow management, and accurate financial reporting. 🏘️ Real Estate & Rental Businesses: Assisting Airbnb hosts, landlords and property managers with rental income tracking, maintenance expenses, security deposits and accurate reporting for tax filing and cash flow management. 🔹 **Why Choose Me?** ✅ QuickBooks Online Pro-Advisor ✅ Detail-oriented and committed to accuracy ✅ Proficient in multiple accounting software ✅ Reliable, efficient and deadline focused If you need a reliable Bookkeeper or U.S. tax preparer to keep your books accurate and tax-ready, let’s connect today! 🚀

I’ve reviewed 1000s of startup decks, 10+ years of experience in VC in USA in various roles: VC Partner, Head of Investor Relations, 2x founder. I think like an investor, structure like a consultant, write like a strategist, design like a pro. I work with VC, PE funds, startups and businesses of all stages on: 🔴 Sharpening and writing investor narratives that cut through the noise - pitch decks, memos, onepagers and investor materials 🔴 Design that is not decoration. It is hierarchy and intent, and a spark of magic ✨ - Branding, materials design, visual language My CORE PRINCIPLES in investor materials: - Sharp positioning, avoid generics. “Backing exceptional founders who drive innovation” 🤢 must go - Assume people don’t read, they scan. Cut text, use tight bullets, numbers, logos and highlights - Lead with traction, team track record, tangible insights. That is what actually sells My PROCESS: - Materials revision, discovery call with founders - Writing or refining content, iteration-review loops - Polish with professional design after content is set OR - Pitch deck review consultation with honest, practical feedback. Book in my profile 🔴 I maintain relationships with VCs, debt lenders, and family offices and selectively refer aligned deal flow. I am a registered broker-dealer in the USA. I can also lead your fundraising / investor relations if we align. About me: - founder at prophet.partners, investor relations studio - Ex-VC partner at Starta VC & accelerator in NYC ($50M AUM across fund I, fund II, 150+ portfolio companies) - Harvard University: Management in Innovation & Technology executive program - VC Lab: fundraising program for emerging VC fund managers Expertise in: VC, funds, B2C, B2B, SaaS, Consumer, DTC, hardware, apps, deeptech AI, PE deals, venture credit, real estate and more Let’s connect, I’d love to hear your story and see how I can add value.

I am a Financial Content Strategist, Copywriter, and Research Analyst specializing in capital markets, asset management, private equity, venture capital, and alternative investments. With a background in Banking & Finance and hands-on experience across fundraising, private markets, ETFs, digital assets, and investment research, I help financial firms transform complex market insights into high-impact content that builds authority, attracts investors, and drives business growth. My work sits at the intersection of financial analysis and content marketing. Rather than producing generic content, I leverage market data, investment research, and industry trends to create analysis-backed narratives that resonate with sophisticated audiences. What I Offer 📈 Financial Content & Thought Leadership * Market commentary and investment insights * ETF, asset management, and capital markets content * Private equity and venture capital thought leadership * Institutional-grade research articles * Executive ghostwriting for founders, CIOs, portfolio managers, and investment professionals 📱 Social Media Strategy * X (Twitter) growth strategy and content * LinkedIn thought leadership campaigns * Founder and executive ghostwriting * Research-driven threads and market commentary * Investor-focused social content 📰 Newsletters & Publications * Substack and newsletter management * Weekly market intelligence reports * Investor updates and fund communications * Research summaries and industry briefings 📊 Research & Analysis * ETF and fund research * Industry and sector analysis * Competitive intelligence * Market trend identification * Data-driven investment content 💼 Investor Communications * Pitch decks and fundraising materials * Investor presentations * Investment memos * Fund marketing collateral * Due diligence support materials Why Work With Me ✅ Banking & Finance Background Strong understanding of capital markets, valuation, portfolio management, private markets, and investment strategies. ✅ Research-Driven Approach Every piece of content is supported by market data, financial analysis, and industry research rather than generic marketing language. ✅ Institutional Audience Expertise Experience creating content for investors, asset managers, venture capital firms, private equity professionals, and financial institutions. ✅ Distribution-Focused Thinking Content is designed not only to inform but to increase visibility, strengthen credibility, and generate meaningful engagement among decision-makers. Tools & Research Platforms Financial Research: Bloomberg, Refinitiv, Koyfin, TradingView Data Analysis: Python (Pandas, NumPy, Matplotlib) Market Intelligence: PitchBook, Crunchbase, Token Terminal, DeFiLlama, Dune Analytics, Nansen, Glassnode, Messari SEO & Analytics: SEMrush, Ahrefs, Google Analytics Publishing: WordPress, Ghost, Substack, Notion