🎯 Expert Vetted + Top Rated Plus
I offer Complete CFO Services. The goal is to become a one stop finance, business planning and accounting solution for your company.
Mission Statement: Partnering with clients to drive growth, profitability, and success
I have graduated from Manchester Business School, England (A Top 20 Global B School)
I am an Alum of IIM Bangalore and SRCC Delhi (India's top B schools). I also secured National Rank 14th in CA CPT Exams (CPA equivalent).
I manage Efincatalyst, with a focus on offering Business and Financial Consulting. We also offer white label solutions to consultants, coaches, lawyers and bankers.
Highly advanced Finance and Excel modeling skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial projections and statements. I am also an expert in creating pitch decks, business plans and corporate presentations targeted at bankers and investors.
I am also joined by my Partner- Jain, a Financial Consultant with expertise in offering CFO solutions, financial modeling, pitch decks, ICOs, Crypto, and investor fundraising. He is a CA (CPA equivalent), CFA L2 Candidate and has studied at Cambridge University (Sydney Sussex College), England.
Software Stack Proficiency: MS Excel, Google Sheets, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, NetSuite, Zoho Books, Zoho Analytics, Fathom and MS Suite.
✅ Proficient in:
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- Fundraising Business Plans And Investor Presentations
- Pitch Decks and Pitch Books
- Business Plan Writing
- Investment Research
- Financial Research, Planning, Analysis
- Data Visualization and Analytics
- Memorandum for Sale Presentation (Investor Memorandums)
- Valuation Report and Analysis
- Accounting and Financial Reporting
- Financial Forecasting
- FP&A SaaS Ops
- M&A LBO Modeling
- Real Estate Modeling
- Investor MIS KPI Dashboards
✅ Working With Me Can Be Beneficial In The Following Ways:
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- Excellent Written and Spoken English Skills. (Published Writers)
- ~60 Hours/week availability
- Committed to finish projects in agreed deadline
- Flexible working hours as per customized client timings
- I provide project/job updates on a regular basis so that you can track the progress.
- I will help you in all the different stages of the project.
- I have traveled extensively across the United States, Europe and GCC.
- 50% of our clients are from US and Canada, 30% from Europe and Middle East
- We are happy to take both long term and one-off projects. We have been working with some clients for over 5 years on the platform.
- We focus on supporting Startups, SMBs and Corporates
Our USP: We love our profession. We love reading, talking and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives.
Please feel free to have a no obligation call to understand if we can add value to your business.