Most businesses do not fail because they lack financial reports. They struggle because they lack clear financial direction, visibility into profitability, and the ability to turn financial data into strategic decisions. I help founders, startups, SMEs, and growing companies improve profitability, strengthen cash flow, optimize pricing, build investor-ready financial models, and develop financial strategies that support sustainable growth and long-term value creation. With 18+ years of experience in finance and accounting, I have progressed from Junior Accountant to Cost Accounting Manager, Financial Controller, and Strategic Finance Consultant. This journey has given me a unique ability to connect accounting, operations, strategy, and performance management. My work goes beyond reporting numbers. I help management teams understand what drives profitability, where value is created or lost, how market conditions impact performance, and what actions generate the greatest financial results. I specialize in financial modeling, forecasting, scenario analysis, pricing strategy, profitability improvement, investor readiness, and fundraising support. I also work with founders and AI startups to review financial models, validate business assumptions, evaluate SaaS and usage-based revenue models, strengthen unit economics, and prepare investor-ready financial presentations. Through financial modeling, strategic assessments, feasibility studies, budgeting, forecasting, and contingency planning, I help businesses prepare for fundraising, expansion, acquisitions, competitive pressures, and economic uncertainty. I have also participated in large-scale business transformation initiatives, including helping transition a manufacturing organization from paper-based processes to digital and automated workflows, improving visibility, efficiency, internal controls, and decision-making across the business. ## Areas of Expertise ✔ Fractional CFO Services ✔ Financial Planning & Analysis (FP&A) ✔ Financial Modeling & Forecasting ✔ Investor-Ready Financial Models ✔ AI Startup Financial Model Review ✔ Venture Capital & Fundraising Support ✔ Budgeting, Forecasting & Cash Flow Management ✔ Pricing Strategy & Profitability Analysis ✔ Scenario Analysis, Sensitivity Analysis & Contingency Planning ✔ SWOT Analysis & Strategic Assessment ✔ Feasibility Studies & Business Plans ✔ KPI Dashboards & Executive Reporting ✔ Business Process Improvement & Finance Transformation ## Clients Typically Hire Me To • Build investor-ready financial models • Review startup and AI financial models • Support venture capital and fundraising discussions • Improve profitability and pricing strategy • Improve cash flow visibility and runway planning • Develop budgeting and forecasting models • Conduct feasibility studies and strategic assessments • Design KPI dashboards and executive reporting • Lead finance transformation and process improvement initiatives ## Education & Credentials • Master's Degree in Accounting • CMA Candidate (In Progress) • 15+ Years of Finance Leadership Experience • Bilingual: Arabic & English • GCC, UK, USA & International Market Experience If you are looking for a strategic finance partner who combines CFO-level thinking with hands-on financial expertise, I would be happy to support your business.

🤝 Strategic Finance Advisor and Virtual CFO with hands on experience 🏆 Ernst & Young trained Finance Expert with over 15+ years of experience ✅ Certified Financial Modeler & Chartered Accountant from UK and Pakistan (Equivalent to CPA) 💰 Delivering Significant Cost Savings via Strategic Financial Guidance Currently working as a Director of FP&A for U.S based company and also as an Interim CFO for a software company. I provide expert counsel to clients worldwide, including the United States, United Kingdom, and Canada. My forte lies in shaping critical decisions through data-backed financial metrics and performance evaluation. Holding the esteemed title of Chartered Accountant (equivalent to CPA) and a Certified Financial Modeling and Valuation Analyst (FMVA), and bolstered by a prestigious Big 4 public accounting firm background, I bring a wealth of financial expertise to fulfill your unique requirements. 🔸 Specialized Services 🔸 My competencies span a wide spectrum of financial services, encompassing: - CFO Services - .Financial Modeling & Projections - Financial Due Diligence - Budgeting & Forecasting - Financial & Ratio Analysis - Business Valuation (DCF, NPV, IRR) - Presentation & Pitch Deck Crafting 🌟 Industry Specializations 🌟 I have honed my skills in various sectors, including: - Startup Financial Modeling - E-Commerce & Subscription Models - SaaS & Mobile App Finances- - Real Estate & M&A Analysis - Pharmaceutical & Clinical Research - Investor-Ready Business Plans - Market Research & Competitor Analysis ✨ Additional Proficiencies ✨ Complementing my expertise are: Accounting & Bookkeeping Financial Analysis & Reporting Dashboard Design Advanced Excel & PowerPoint Proficiency Accounting & Bookkeeping Financial Analysis & Reporting Dashboard Design Advanced Excel & PowerPoint Proficiency Financial analysis Financial statement analysis Ratio analysis Trend analysis Performance metrics Key performance indicators (KPIs) Profit and loss analysis (P&L) Balance sheet analysis Cash flow analysis Variance analysis CFO services Chief Financial Officer services Financial strategy Budgeting and forecasting Financial planning Financial management Business advisory Strategic financial leadership Financial decision-making Financial risk management 🌟 Tools I Use: * PowerBI * Tableau * Microsoft Excel * Google Sheets * Power Query * Quickbooks Online * Quickbooks Enterprise * Xero * Oracle NetSuite * ChatGPT 3.5 * Google BARD Anticipate the highest caliber of work quality, unwavering adherence to deadlines, and a dedication to not only meeting but exceeding your expectations. Trust in my expertise, and you may well find yourself awarding a coveted 5-star rating. Warm Regards, OanAli

I am a finance and accounting professional with 15+ years of experience, including an audit background in Big4. I currently serve as a CFO, specializing in industries including SaaS, E-commerce, Gaming, IT Service and Manufacturing. I am Fractional CFO equipped to optimize your finance department or build one from the scratch: - Accounting - Financial reporting (standalone and by projects) - Budgeting - KPI dashboards - Automation and process set up. In my work I use Odoo (open source business apps) that cover all company business process. In addtition, I have deep expertise in Financial modeling for existed projects and startups. Over the past few years, I have specialized in raising financing for startups by extensively creating financial models and developing investor pitches , VC presentations. In addition to my experience and personal qualities, I have a solid educational background in finance, and I have Advanced Diploma in accounting and business from ACCA (Associate Chartered Certified Accountant)

I help founders, CEOs, and investors make better financial decisions through CFO-level strategic finance, financial modeling, forecasting, fundraising support, and operational planning. My work is best suited for companies that need experienced financial leadership but do not yet need, or are not ready to hire, a full-time CFO. Core areas of support include: • Fractional CFO and strategic finance support • Financial modeling and forecasting • Cash flow planning and runway analysis • Budgeting and FP&A • KPI dashboards and management reporting • Fundraising strategy and investor materials • Pitch deck and financial model review • Board and investor reporting • Hiring, pricing, expansion, and capital allocation analysis I bring a combined background in venture investing, financial leadership, startup advisory, and hands-on operating finance. I have worked across healthcare services, home services, logistics, biotechnology, venture-backed startups, and founder-led operating businesses. Selected work includes: • Supported a 40+ employee healthcare transportation business through forecasting, strategic planning, capital allocation, hiring analysis, and growth planning • Built financial reporting, KPI tracking, budgeting processes, and forecasting tools for a founder-led services business • Led investment diligence across biotechnology, healthcare, and growth-stage companies • Reviewed more than 100 investment opportunities across early-stage and growth-stage businesses • Taught entrepreneurship, venture finance, financial modeling, fundraising, and startup valuation Common questions I help answer: • How much cash runway do we have? • When should we hire? • What should our budget look like? • Are we ready to raise capital? • Which KPIs actually matter? • Where are margins, cash flow, or reporting breaking down? • Should we pursue expansion, acquisition, or investment opportunities? Typical projects include: • CFO diagnostic and financial action plan • 3-statement financial model • Cash flow forecast • Investor-ready fundraising model • Pitch deck and fundraising strategy review • KPI dashboard and reporting package • Budget and operating plan • Ongoing fractional CFO advisory I am most valuable when decisions are complex, stakes are meaningful, and leadership needs a strategic finance partner rather than basic accounting support. If you need CFO-level financial leadership, forecasting, fundraising support, or strategic decision-making guidance, I’d be happy to discuss your situation.

Why me - Over the past 10+ years, I’ve worked closely with CEOs and business owners to bring clarity, control, and direction to their finances—and help them scale with confidence. 80% of businesses fail due to financial reasons. Not because founders lack ideas—but because they lack visibility, cash discipline, and structured decision-making. That’s where I come in—as your Fractional CFO and long-term finance partner. How I help businesses scale - ✅Visibility - Clear numbers, not financial jargon "What gets measured, Improves" - Most founders don’t lack data—they lack clarity. I help you : Get clean, reliable financials Convert data into actionable MIS & dashboards Eliminate confusing financial jargon ✅ Stability - Cash under control Growing revenue doesn’t guarantee growing cash. I help you: Identify where cash is getting stuck Improve working capital cycles Build practical cash-flow forecasts ✅ Direction - Decisions aligned with growth Saying “yes” to everything slows real progress. I help you: Align business goals with personal goals Evaluate opportunities before committing Build budgets and long-term financial plans What Clients Say : "Without a doubt, I highly recommend Akshay to work with you in your business as a dedicated and knowledgeable CFO, An all-round good person to understand and to work with in any capacity you might require him. I know that Akshay will be a beneficial addition to your business in the financial spectrum." Who I Typically Work With ✅Founders & CEOs of growing SMBs ✅Businesses preparing for scale, fundraising, or restructuring ✅Owners who want a CFO-level partner without a full-time hire If you’re looking for a Fractional CFO / Strategic Finance Partner who brings clarity, discipline, and direction, let’s connect. Book a free strategy call and we’ll discuss your business, your challenges, and how to move forward—clearly and confidently. Looking forward to connecting ! Thanks, Akshay

Growing businesses often struggle with financial visibility, cash flow challenges, and the complexities of M&A transactions. As a Fractional CFO and M&A specialist, I help companies gain financial clarity, optimize cash flow, and execute strategic transactions with confidence. With 14+ years of experience—including a Big 4 background at KPMG and advisory roles across SaaS, eCommerce, real estate, and manufacturing—I provide the financial leadership needed to navigate complex decisions, whether it's scaling operations, securing investment, or evaluating acquisitions. How I Help My Clients: 🔹 Fractional CFO Services – I act as your strategic financial partner, providing real-time financial insights, cash flow forecasting, and financial planning to drive sustainable growth. 🔹 M&A Advisory & Due Diligence – Whether you’re buying, selling, or merging a company, I help evaluate financials, assess risks, and structure deals to maximize value and minimize surprises. 🔹 Financial Modeling & Valuation – I develop robust financial models to project future performance, assess investment opportunities, and support fundraising efforts. 🔹 Investor-Ready Financials & Pitch Decks – I ensure your financials tell the right story to attract investors, lenders, or buyers, providing data-driven insights that inspire confidence. 🔹 Financial Reporting & Internal Controls – I help businesses establish strong financial processes and controls to improve efficiency, prevent fraud, and meet compliance standards. 🔹 ERP & Finance Software Optimization – I streamline financial operations by implementing and optimizing systems like QuickBooks, Xero, Odoo, and Zoho. Why Work With Me? ✔ Big 4 Experience – Former KPMG auditor and consultant with deep expertise in financial due diligence. ✔ Global Perspective – Experience working with businesses in the US, UK, UAE, and Europe across various industries. ✔ Proven Track Record – Trusted by CEOs, founders, and investors to deliver financial clarity and strategic insights that drive growth. ✔ Tech-Savvy Approach – I integrate advanced financial modeling, automation, and reporting to help clients make smarter decisions faster. If you're looking for a seasoned financial leader to guide your business through growth, M&A, or financial transformation, let's connect. 🚀 Let’s take your business to the next level. Message me to discuss how I can help.

Strategic CFO for CEOs, Boards, and Investors. A 3x CEO, and 4x founder with experience across SaaS, AI, deep tech, clean energy, genomics, and logistics. My background includes $500M in capital formation, $5B in M&A support, venture-backed growth, restructuring, audit readiness, and institutional finance buildouts. I help growth-stage companies turn finance into a decision system: cash, runway, unit economics, capital strategy, board reporting, and investor readiness. I help with: 13-week cash and runway control Driver-based financial models Board and investor reporting Unit economics and margin analysis Capital strategy and fundraising preparation M&A, valuation, and diligence

Helping Businesses Improve Profitability, Cash Flow, Financial Performance & Operational Excellence Do you need a trusted finance partner who can help you improve profitability, strengthen cash flow, build scalable financial systems, and provide strategic insights that support business growth? If so, you're in the right place. I am a Certified Public Accountant (CPA) with an MBA in Finance and more than 23 years of experience serving as a Fractional CFO, Financial Controller, Finance Director, FP&A Leader, and Strategic Business Consultant for organizations across the United States. I specialize in helping business owners turn financial information into practical business decisions that improve performance and profitability. My Core Services Fractional CFO & Strategic Finance • Executive financial leadership • Financial strategy and business planning • Board and investor reporting • Executive decision support • Business performance improvement • Profitability analysis • Working capital optimization Financial Planning & Analysis (FP&A) • Budget development and management • Rolling forecasts • Integrated financial models (P&L, Balance Sheet & Cash Flow) • Cash flow forecasting and runway analysis • Scenario and sensitivity modeling • Budget vs. Actual variance analysis • KPI dashboards and executive reporting Financial Controller Services • Financial reporting • Month-end close • Internal controls • General ledger oversight • Accounts payable & receivable management • Payroll oversight • Process improvement • Financial policies and procedures Law Firm Finance & IOLTA Accounting • Law firm financial management • IOLTA and trust accounting • Three-way trust reconciliations • Legal billing • Collections optimization • Client cost accounting • Practice profitability analysis • Clio, MyCase, LawMatics, camplegal, and legal accounting workflows Business Growth & Operations Consulting • KPI design and performance management • Organizational accountability • Revenue optimization • Pricing analysis • Compensation and bonus structures • Operational efficiency • Business turnaround and restructuring • Finance department transformation Industries Served • Law Firms • Healthcare & Medical Practices • Professional Services • Technology Companies • Research Organizations • Consulting Firms • Growth-Stage Businesses Selected Engagements The Law Offices of Travis Walker, P.A. – Fractional CFO • Helped drive significant revenue growth within the first year. • Built a 24-month rolling weekly cash flow forecast and cash runway model. • Implemented budgeting and variance reporting. • Improved profitability through financial discipline and operational controls. • Secured funding and supported banking relationships. • Designed KPI dashboards and executive reporting. MRA Law Group – Financial Controller • Implemented firm-wide KPI scorecards and performance dashboards. • Improved productivity from approximately 65% to over 90%. • Strengthened collections and cash flow management. • Built budgeting and forecasting frameworks. • Implemented executive reporting and financial controls. • Managed legal billing, trust accounting, and finance operations. Giro Law LLC – CFO Consultant • Delivered strategic financial leadership. • Improved budgeting, forecasting, profitability analysis, and cash management. • Developed executive reporting and financial planning frameworks. Kralizec Law LLC – Bookkeeping & Accounting Consultant • Managed bookkeeping, reconciliations, financial reporting, and accounting operations. • Strengthened financial controls and reporting accuracy. Sentric Legal / Rose Law Firm – Finance & Capital Strategy Lead • Built investor-grade financial models. • Developed valuation models and funding strategies. • Prepared business plans and growth forecasts. • Supported strategic finance initiatives. Genesis Orthopedics & Sports Medicine – Finance Manager • Managed budgeting, reporting, forecasting, operational finance, and revenue analysis. • Supported executive decision-making in a healthcare environment. Sidewalk Technologies LLC – Fractional CFO • Established the company's finance function. • Introduced rolling cash flow forecasting. • Developed budgeting, forecasting, and KPI frameworks. • Improved profitability and operational performance. • Implemented EOS-based strategic planning and management reporting. Software & Platforms QuickBooks Online • Xero • Clio • MyCase • camplegal • LawMatics • ConnectWise PSA • ConnectBooster • Bill com • Google Sheets • Microsoft Excel • Power Query • Microsoft 365 • EOS One • Lucidchart • Mobius Why Clients Work With Me ✔ CPA with MBA -Finance ✔ 23+ Years of Finance & Accounting Leadership ✔ Fractional CFO, Financial Controller & Finance Director Experience ✔ Top Rated Plus on Upwork ✔ 100% Job Success Score ✔ $300K+ Earned on Upwork ✔ Extensive Experience Supporting Lawfirms I look forward to discussing how I can support your business

I am a financial / ops professional with 8+ years in VC-backed technology companies, including CFO roles. I have built businesses from the ground up, including fundraising millions of dollars. I hold an MBA from IESE in Barcelona, a top European program. I am also a U.S. Army veteran. I put these skills to work for clients like YOU to build great businesses. Are you raising money? I can help with that. I've guided founders through raising millions of dollars in series A and series B. Do you need to refine your strategies as you launch your company? Put me on your team. I have built hundreds of financial models for companies in diverse industries. I have led market research teams to produce quality information that supports clear decision-making. Do you need a CFO? I can help with that. I have set up finance systems from scratch, going from bank statements to automated payroll, payment, and collections, with dashboards. I have years of experience helping founders like you solve their most critical problems. What keeps you up at night? Is it sales? Marketing? Are your processes in shambles? Whatever it is, I can help. I get things unstuck.

Navigating CFO-level foresight in complex financial situations is what I execute. I've rolled down my sleeves to arrange $300M+ syndicated financing through 8 global and regional banks, 4x EBIT and 2x FCF expansion, $100M IPO readiness, $500M M&A due diligence, $50M commercial paper, multiple green / brown field capital restructurings and full-scale ERP implementations. I’ve spent 20+ years in US, British, European, and Japanese multinationals, private equity, family-owned businesses, startups, in diversified industries to deliver practical outcomes in cash flow, profitability, governance, funding, controls, turnaround, and high-stakes business decisions. I built my career inside factories, boardrooms, and capital-intensive businesses across the UAE, Saudi Arabia, Qatar, and Pakistan. At Honeywell, I directly managed a $200M+ P&L, drove 30% revenue growth and $20M operating income, improved working capital by 7 turns and conversion cost KPIs by 30%, earned Bronze Award-recognized site performance, while stress-testing McKinsey and Big Four financial models against operational reality for M&A, JV, restructuring, and performance improvement. At Coats, I led finance across complex manufacturing operations driving 4x EBIT expansion, delivered 2x FCF expansion, completely de-risked the balance sheet, drove $20M capital expansion, and executing a finance-led turnaround.