Harvard Degree in Economics and Finance, MBA in Finance from Wharton Business School, 10+ years of Finance, Accounting, Private Equity & M&A experience, Prior Associate at KKR & Analyst at Merrill Lynch. I specialize in the following: - Accounting services - Outsourced CFO/Controller services - Private Equity - Mergers and Acquisitions Advisory - Investor pitch decks and fundraising - Financial modeling - LBO and acquisition modeling - DCF modeling - IRR and returns modeling - Operational and financial modeling - Investor relations materials - Debt modeling - Leveraged lending - Budget preparation - Financial statement analysis and preparation - Business taxes and tax preparation EXPERIENCE: I have substantial experience in various fields of financial consulting, including: 1. Accounting (i) Acting as a Senior Account. (ii) Maintenance of monthly financial reports. (iii) Bookkeeping and monthly closing of books. (iv) Updating general ledgers and making accounting entries. (v) Preparation of financial statements. (vi) Working Capital, Accounts Receivables and Accounts Payables. (vii) Interacting with Financial Institutions and Auditors. (viii) Creating and updating ERP systems. (ix) Financial forecasting and budgeting. 2. Investment Banking and Private Equity (i) Acting as an outsourced VP or Associate. (ii) Conducting valuation of target companies and potential investments. (iii) Participating in M&A due-diligence and writing due-diligence questions and requests. (iv) Putting together virtual data rooms. (v) Writing Investment Committe Memorandum and presenting investment ideas to Partners. (vi) Analysis of the LOIs of target companies by strategic investors, PE firms, and other interested buyers. (vii) Review of financial arrangements done by the acquirer for the financing of acquisition costs. (viii) Normalized P&L analysis to determine actual cash generation capacity of the target business. (ix) Calculation of exit proceeds available to each cap table shareholder in case of exit. 3. Proforma financial modeling for businesses in various industries that have helped: (i) Founders raise funds from seed investors, convertible notes, Series A investors, Series B investors, Series C investors and also from banks. (ii) Founders determine the quantum of funding to be raised. (iii) Founders in making pricing decisions. (iv) Investors in determining what the expected return from an investment would be. (v) Lenders in determining whether the start-up will generate sufficient cash flows to repay loan installments. 4. Analysis of the raw data of the transactions of various businesses to determine and calculate different KPIs and make key decisions based on those KPIs. 5. Analysis of capital projects in infrastructure sectors such as power, road, water and transport involving millions of dollars of investment expenditures: (i) Helpful in determining whether the project is financially viable or not. (ii) Helpful in determining how much costs need to be reduced/benefits to increase to make the project financially viable. 6. Helped many small & medium business enterprises in financial planning & budgeting aiding them in: (i) Keeping track of their performance by comparing their actual vs budgeted figures. (ii) Managing their cash flows. 7. Helped real estate investors in hotel, multi-family, condos, syndicated deals, and commercial projects in: (i) Determining the amount of funding required for the project. (ii) Financial viability of the project. (iii) Calculating tariff, rental or sale value for the project to be viable. Industry Experience: consumer products, technology, SaaS, e-commerce, hospitality, restaurant, hotel & coffee shops, gyms, beauty clinic & spas, education & training, healthcare, real estate, power, media & entertainment; transportation, tourism, logistic, car rental, cruise, manufacturing, staffing & placement, event planning, cannabis, media, etc.

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

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

Hello There, I am a freelancer with over 15 years of finance and accounting experience. I have served as CFO for several clients and have worked in private equity. I am a CFA charterholder based in Los Angeles. I can pick up tasks quickly and would love to work with you and your team. I have worked on projects involving the following: - Fractional CFO - M&A - Financial Modeling - Budgeting/Forecasting - Valuation - Real Estate Modeling - Research - VBA Automation Please let me know if you have any questions. Thank you! Thanks!

*****Fractional CFO | Expert Financial Analyst | Financial Modeling | Bookkeeping Expert | Financial Modeller | Financial Consultant | Financial Model Development | Startup Financial Strategist | Financial Analysis & Budgeting | Financial Modeling Expert | Financial Analyst | Experienced Financial Advisor | CFO***** 🚀 Tired of basic bookkeeping? Let’s turn your finances into a strategic growth engine, with expert leadership, smart automation, and results that actually move the needle. Hi, I'm 𝑫𝒉𝒂𝒓𝒎𝒆𝒏𝒅𝒓𝒂, a finance expert with 10+ years of experience helping startups, e-commerce brands, nonprofits, and real estate businesses turn messy finances into clear, scalable systems. I go beyond bookkeeping, offering strategic insights, automation, and CFO-level support to help you grow with confidence. With deep expertise in financial modeling, forecasting, and automation, I design smart systems that save time and drive results. Whether you need clean books, investor-ready reports, or cash flow clarity, I deliver accurate, actionable financials tailored to your business goals, on time, every time. ➜ 𝑴𝒚 𝑪𝒐𝒓𝒆 𝑬𝒙𝒑𝒆𝒓𝒕𝒊𝒔𝒆: Startup & SaaS Financial Strategy E-commerce Bookkeeping (Shopify, Amazon, Stripe) Nonprofit Grant Budgeting & Financial Compliance Real Estate Cost Accounting & Cash Flow Planning Excel Automation, AI Tools, Zapier Workflows Financial Forecasting & Dashboard Reporting ➜ 𝑹𝒆𝒄𝒆𝒏𝒕 𝑾𝒊𝒏𝒔: Automated monthly reporting for a 7-figure eCommerce brand — reduced manual effort by 70% Built an AI-powered cash flow model for a SaaS startup — helped secure $150K in funding Reconciled 2+ years of disorganized data in QuickBooks — completed in under 4 days ➜ 𝑾𝒉𝒚 𝑪𝒍𝒊𝒆𝒏𝒕𝒔 𝑻𝒓𝒖𝒔𝒕 𝑴𝒆 𝒐𝒏 𝑼𝒑𝒘𝒐𝒓𝒌: 1️⃣ Fractional CFO Services for Startups, Scale-ups & Founders 2️⃣ Certified ProAdvisor: QuickBooks Online, Xero, Zoho Books 3️⃣ Financial Automation & Dashboards using Excel, Google Sheets & AI Tools 4️⃣ 10+ Years of Experience in FP&A, Cash Flow Modeling, AR/AP, and Financial Ops 5️⃣ Fast Turnaround: Weekend availability & 24-hour response for urgent tasks 6️⃣ Accurate calculations of EBITDA ➜ 𝑾𝒉𝒂𝒕 𝑺𝒆𝒕𝒔 𝑴𝒆 𝑨𝒑𝒂𝒓𝒕: I’m not just a bookkeeper, I’m a finance partner and business strategist. With over a decade of hands-on experience across multiple industries, I’ve led and trained accounting teams, implemented automation to save time and money, and helped businesses scale confidently. I bring an entrepreneurial mindset to every project, because I’ve built and run businesses myself. That means I understand the pressures you're under and the outcomes you expect. 🔐 Confidentiality. Integrity. Accuracy. That’s my daily mantra. ----------------------------------------------------------------------------------------------------------------------- If you're looking for a $5/hr freelancer who cuts corners, I’m not the right fit. But if you need high-impact financial expertise and a long-term partner you can rely on, let's connect. 📩 Message me on Upwork to discuss how I can support your business goals. Let’s build smarter, faster, and stronger, together. 𝑻𝒉𝒂𝒏𝒌𝒔 𝒇𝒐𝒓 𝒗𝒊𝒔𝒊𝒕𝒊𝒏𝒈 𝒎𝒚 𝒑𝒓𝒐𝒇𝒊𝒍𝒆, 𝑫𝒉𝒂𝒓𝒎𝒆𝒏𝒅𝒓𝒂 Fractional CFO, Expert Financial Analyst, Financial Modeling, Bookkeeping Expert, Financial Modeller, Financial Consultant, Financial Model Development, Startup Financial Strategist, Financial Analysis & Budgeting, Experienced Financial Analyst, Financial Modeling Expert, Financial Analyst, Experienced Financial Advisor, CFO, Experienced QuickBooks Bookkeeper, Experienced Bookkeeper, Xero Bookkeeper, Startup Financial Analyst, Chief Finance Officer, Financial Specialist, Senior Financial Analyst, Fractional CFO, Expert Financial Analyst, Financial Modeling, Bookkeeping Expert, Financial Modeller, Financial Consultant, Financial Model Development, Startup Financial Strategist, Chartered Financial Analyst, Financial Analysis Specialist, Senior CFO, Expert CFO, Finance Manager, Financial Analysis & Budgeting, Experienced Financial Analyst, Financial Modeling Expert, Financial Analyst, Experienced Financial Advisor, CFO, Experienced QuickBooks Bookkeeper, Chief Financial Officer, Financial Analyst, Financial Model Development, QuickBooks Inventory Setup, Accounting Expert, Start-Up Financial Model, Finance Specialist, Financial Accounting, Finance Controller, Experienced Bookkeeper, Xero Bookkeeper, Startup Financial Analyst, Chief Finance Officer, Financial Specialist, Senior Financial Analyst, Chartered Financial Analyst, Financial Analysis Specialist, Senior CFO, Expert CFO, Finance Manager, Chief Financial Officer, Financial Analyst, Financial Model Development, QuickBooks Inventory Setup, Accounting Expert, Start-Up Financial Model, Finance Specialist, Financial Accounting, Finance Controller, Yardi, App Folio, Yardi Systems, Property management, Appfolio, EBITDA, Dashboard

Top Rated Plus | 100% JSS | Top 3% talent on Upwork | 12+ years of exp How can I help: 👉 Stand up and run the finance and accounting function end-to-end. - CEO/board dashboards, lender packages, monthly reporting suites. - GAAP Financial statements & management accounts - Month-end close, reconciliations, management accounts, audit readiness. - Driver-based planning, variance analysis, scenario modeling, KPI design. - Annual budgets, rolling forecasts, long-range plans, board targets. - 13-week cash, liquidity planning, working-capital optimization. - Pricing, margin & profitability analysis, growth & ROI evaluation. 👉Who I Serve: PE/VC-backed companies, eCommerce & DTC brands, SaaS, and founder-led mid-market businesses scaling from $2M to $100M in revenue. 👉Why employers like you prefer me: - 100+ projected delivered on Upwork alone with 4.9+ stars ratings - representing top 3% talent on Upwork - xKPMG & UK Qualified - 12+ Years in finance & accounting - ownership and autonomy, no-supervision, reliable, teamplayer and committed Best, Saddam

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.

💼 🇨🇦 Canadian CFA Charterholder | AI-Native Fractional CFO for Startups | Runway, Fundraising, FP&A & AI Business Models | $1B+ Supported Capital Raises | Top Rated Plus AI startups move faster than traditional finance teams can handle. Revenue models change. Token costs fluctuate. Gross margins compress. Usage scales unpredictably. Investors ask sharper questions. Founders need more than bookkeeping, historical reporting, or another spreadsheet. They need a CFO who understands both startup finance and the emerging economics of AI-native companies. I’m a Canadian CFA Charterholder, Top Rated Plus Upwork fractional CFO, with Masters in AI and ML training. I help founder-led startups build finance functions that are faster, more automated, more investor-ready, and more useful for strategic decision-making. Across my career, I’ve supported startups, growth companies, and investor-backed businesses through fundraising, liquidity pressure, board reporting, restructuring, financial modeling, and high-stakes strategic decisions. My models and finance systems have supported over $1B in capital raised across North America and Europe. What I Help Clients Do ✅ Extend runway and control burn 13-week cash models, runway analysis, burn multiple tracking, hiring plans, downside scenarios, and survival planning. ✅ Understand AI-native economics Token costs, compute expense, usage-based pricing, AI credits, gross margin pressure, customer profitability, cohort economics, and scalable monetization models. ✅ Build investor-grade financial models Three-statement models, SaaS models, marketplace models, usage-based revenue models, scenario cases, board models, and fundraising forecasts. ✅ Create an AI-powered finance function Automated reporting, KPI dashboards, variance analysis, forecasting workflows, anomaly detection, and AI-assisted CFO memos. ✅ Prepare for fundraising Seed through Series B models, bridge rounds, down-round planning, investor decks, data rooms, board materials, diligence support, and financial narratives that withstand scrutiny. ✅ Turn finance into a decision system Real-time dashboards, unit economics, pricing strategy, margin analysis, KPI discipline, and operating leverage planning. Core Services • AI-native Fractional CFO services • Startup FP&A, budgeting, forecasting, and scenario planning • Cash flow, liquidity, and runway management • 13-week cash flow models and crisis finance • SaaS, marketplace, subscription, and usage-based financial models • Token economics, compute cost, AI credit, and gross margin analysis • Fundraising support: Seed, Series A, Series B, bridge rounds, and investor defense • Board reporting, investor updates, and CFO memos • KPI dashboards in Power BI, Excel, and SQL • Finance automation using AI-assisted workflows • Pricing strategy, unit economics, LTV/CAC, cohort analysis, and profitability planning • Due diligence, data rooms, valuation, 409A, M&A, and special situations Why Founders Work With Me Most finance professionals understand accounting. Some understand startup fundraising. Very few understand how AI is changing the financial architecture of startups. I combine: • CFA-level financial rigor • 19+ years of financial modeling and strategic finance experience • Top Rated Plus Upwork execution across hundreds of client engagements • AI/ML graduate training • Hands-on CFO experience inside an AI startup • Practical operator judgment under pressure The result is a finance function that gives founders more clarity, more control, and better decisions — without slowing the company down. Let’s Talk In AI startups, finance cannot be slow, backward-looking, or disconnected from the product. Your finance function needs to understand cash, growth, pricing, compute costs, investor expectations, and strategic risk — all at the same time. Send me a brief, and I’ll help you build a finance function that is investor-ready, AI-aware, automated, and designed for the next stage of growth.

⭐⭐⭐⭐⭐ I help growing companies bring clarity and control to their finances through accurate bookkeeping, structured reporting, and senior level financial oversight. As a CPA with decades of experience, I support business owners who need clean books, reliable financial statements, and ongoing guidance without hiring a full time CFO. 🎯 Skills & Expertise • Bookkeeping cleanup and ongoing accounting • Financial controller and fractional CFO services • Monthly and quarterly financial reporting • Budgeting and cash flow projection • Financial statement preparation • Tax ready books and coordination • GAAP compliant reporting • Financial oversight for scaling businesses 📌 Experience I am a CPA with over twenty five years of experience working as a bookkeeper, controller, and CFO for small and mid sized companies. I primarily support businesses generating between five hundred thousand and fifty million dollars in revenue, helping them organize their finances and report accurately on a monthly and quarterly basis. My work includes cleaning up disorganized books, preparing financial statements, managing cash flow, and ensuring records are ready for corporate tax filings. I have worked with single owner businesses, LLCs, and C Corps, providing steady financial leadership on a part time and ongoing basis. Clients work with me when they need a trusted financial partner who can step in, fix issues, and maintain reliable systems that support better decision making. ✅ Why Work With Me • CPA with over twenty five years of hands on experience • Senior level financial support without full time overhead • Clear, consistent reporting business owners can rely on • Strong focus on clean books and tax readiness • Experience across multiple entity types and revenue stages Keywords: fractional cfo, part time cfo, financial controller services, bookkeeping cleanup, monthly financial reporting, cash flow forecasting, budgeting and forecasting, financial statement preparation, QuickBooks cleanup, online bookkeeping services, financial modeling expert, accounting for small business, remote cfo services, excel financial modeling, tax ready bookkeeping, cash flow management, financial reports for investors, outsourced controller, budget planning services, GAAP financial reporting

✦ MY TRACK RECORD I’m a founder-turned-consultant with 18+ years of experience building and advising startups across industries. I’ve walked the founder path myself launching, scaling, and exiting a business so I know what it takes to turn vision into traction and raise capital from serious investors. To date, I’ve partnered with over 330 startups (and many more through referrals), helping them go from pre-seed to Series C and beyond. Whether you're refining your story for angels or preparing to pitch top-tier VCs, I can help you get there with clarity and confidence. I’ll take you through my refined, step-by-step process to build compelling investment materials that will secure funding and accelerate growth. I hold degrees from Columbia University (BA) and The George Washington University (MBA) and reside in the San Francisco Bay Area, where I am an active member of Silicon Valley’s oldest angel investment group, The Band of Angels. Outside of work, I enjoy spending time with my wife and boy in Ross, California in Nor Cal's Marin County within the Bay Area. ✦ CORE OFFERINGS Pitch Decks Investor-ready content and clean, modern design in Google Slides, Keynote, or PowerPoint. Executive Summaries (1-Pagers) Concise and compelling—perfect for cold outreach or investor intros. Sales Presentations Win deals with pitch-perfect decks for clients and partners. Business Plans Investor-grade plans in Google Docs or Word—detailed, structured, and clear. Financial Models Fully editable Excel models with 5-year projections, breakeven, cash flow, balance sheet, and more. Fundraising Support Custom investor list curation, outreach strategy, and fractional support managing the raise. ✦ WHO I WORK WITH I’ve supported startups in: AI • SaaS • Consumer Goods • B2B Tech • Fintech • Real Estate • Edtech • Health & Wellness • Fashion • Adtech • Legal Tech • Media • Hospitality • Aerospace • Life Sciences • Biotech • Crypto • Biotech • Blockchain • Insure-tech • PropTech • Cybersecurity • GovTech • E-commerce/DTC • Creator Economy • Marketplaces • Telemedicine / Digital Health • Food & Beverage • Transportation / Mobility • Gaming • Logistics & Supply Chain ✦ DELIVERY TIMELINES Pitch Deck (content and design): 3 weeks Deck + Financial Model: 3 weeks Full Package (Deck + Model + Plan): 6 weeks Executive Summary / 1-Pager: 7 days ✦ WHY CLIENTS HIRE ME ✔️ Former founder who gets it ✔️ Extremely organized and detail-oriented ✔️ Great communicator and listener ✔️ Process-driven and deadline-oriented ✔️ I make your raise easier, faster, and more effective ◼️ MY EDGE Work with an expert (330+ projects on Upwork) Receive investor-ready material Save time and headache A proven process that works Easy to work with ◼️ TESTIMONIALS "The best freelancer on Upwork—Peter and his team crushed it!" "Brilliant, professional, and responsive. I highly recommend working with him!" "Peter helped us raise capital with materials that investors consistently praised." Let’s talk!