You will get 30 minute finance/accounting expert consultation
Project details
I can help you transform your business ideas into incredible ventures!
Hi, I am a CFA, CPA, and CA charter holder with MBA from a global top business school and a bachelor in economics/actuarial science. I have ~10 years of experience in Corporate Finance (Financial Planning & Analysis), Strategy and Corp Development (M&A, Strategic investments, and Operational Improvement), and Professional Accounting in the US, Canada, and China. I have worked with start-ups, VC, PE, top investment banks, public companies, and big 4 accounting firms.
In this consulting service, I will guide you through any issues related to corporate finance, accounting, business improvement (operational obstacles, fundraising, expansion, etc.) and help you achieve the ultimate potential for your business or project.
I am currently also offering financial modeling/forecast/business plan service. Please check out my profile for other services I provide.
What are you waiting for? Place an order so we can build your dream together!
Hi, I am a CFA, CPA, and CA charter holder with MBA from a global top business school and a bachelor in economics/actuarial science. I have ~10 years of experience in Corporate Finance (Financial Planning & Analysis), Strategy and Corp Development (M&A, Strategic investments, and Operational Improvement), and Professional Accounting in the US, Canada, and China. I have worked with start-ups, VC, PE, top investment banks, public companies, and big 4 accounting firms.
In this consulting service, I will guide you through any issues related to corporate finance, accounting, business improvement (operational obstacles, fundraising, expansion, etc.) and help you achieve the ultimate potential for your business or project.
I am currently also offering financial modeling/forecast/business plan service. Please check out my profile for other services I provide.
What are you waiting for? Place an order so we can build your dream together!
Industry
Agriculture, Animals & Pets, Architecture & Interior Design, Arts & Design, Audio Services, Beauty & Cosmetics, Biotech, Business Services & Consulting, Construction, Cryptocurrency & Blockchain, Cybersecurity, Data Analytics, Ecommerce, Education, Energy, Engineering, Environmental, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Gaming, Government & Public Sector, Hardware & Electronics, Legal, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Medical & Pharmaceutical, Music, Nonprofit, Photography, Real Estate, Religion & Spirituality, Retail & Wholesale, Software, Sports & Fitness, Telecommunications, Transportation & Automotive, Travel & Tourism, Video Services, Wellness, Writing & PublishingTarget Country
WorldwideWhat's included $100
These options are included with the project scope.
$100
- Delivery Time 1 day
22 reviews
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AA
Antonio A.
Jul 22, 2026
Paid 1-Hour Interview: Finance Expert Needed
Sandra was exceptional. She brought an impressive breadth of experience across Big 4 accounting, investment banking, private equity, venture capital, M&A, fundraising, financial diligence, and post-close value creation.
She translated complex institutional-investing concepts into clear, practical frameworks that I could immediately apply to my interview preparation. She listened carefully, tailored the conversation to my goals, and went above and beyond by providing a thoughtful executive briefing after our call.
Sandra is strategic, generous, highly credible, and an excellent communicator. I would gladly work with her again and strongly recommend her to anyone seeking sophisticated financial, transactional, or strategic guidance.
She translated complex institutional-investing concepts into clear, practical frameworks that I could immediately apply to my interview preparation. She listened carefully, tailored the conversation to my goals, and went above and beyond by providing a thoughtful executive briefing after our call.
Sandra is strategic, generous, highly credible, and an excellent communicator. I would gladly work with her again and strongly recommend her to anyone seeking sophisticated financial, transactional, or strategic guidance.
MM
Milton M.
Jun 29, 2023
MBA Corporate Finance tutoring
SZ
Stephen Z.
Jan 27, 2022
Financial Model
SK
Sahil K.
Jan 27, 2022
Franchise Consultant: Need help assessing an opportunity
Shan was excellent! She exceeded my expectations and made my financial projections and models more precise than I thought possible
RN
Rmon N.
Jan 27, 2022
Need help with a report on a FASB accounting standards update
About Sandra
M&A Deal Desk and Financial Intelligence | Ex-Big 4&IBD
San Francisco, United States - 8:14 pm local time
📚 CFA, CPA, CA, MBA (Ex-Big 4 Audit & Investment Banking & PE/VC)
📍 15+ Years | M&A Due Diligence | Fundraising | CPA Services
I operate at the absolute intersection of capital logic and AI execution. As the founder of 3 Infinity and VCFO Solution, I provide "Plug-and-Play Transaction Services" for Search Funds, Private Equity, Strategic Buyers, and Growth Stage Companies .
Backed by $18B+ in executed Wall Street transaction experience, I deploy AI-accelerated workflows to reduce fundraising, M&A and financial transformation timelines by 70%.
⸻
💼 Core Expertise & Mandates
✅ Quality of Earnings (QoE-Lite) & M&A Diligence
• Rapid EBITDA Normalization & Add-back validation
• Working Capital reconstruction & Red Flag analysis
• Converting messy target data rooms into audit-ready diligence memos
✅ M&A Financial Modeling & Valuation
• Dynamic 3-Statement LBO & Acquisition modeling
• Post-close integration & synergy tracking
• Cap Table dilution & scenario stress-testing
✅ Exit-Ready Financial Infrastructure (Seed to Series C)
• Board-level KPI & Unit Economics (CAC/LTV) modeling
• Institutionalizing fragmented startup financials to survive VC scrutiny
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🔍 Why Partner With Me?
You are not hiring a freelancer; you are partnering with an AI-Accelerated Advisory Firm. By utilizing advanced data-structuring tools, I eliminate the bloated overhead of traditional advisory firms, delivering Wall Street rigor at venture speed.
Note: While my consulting rate reflects the institutional rigor and transaction velocity I provide, I primarily operate on a flat-fee, project-based model for Deal Desk mandates (e.g., QoE delivery, M&A modeling) to ensure total alignment on timelines and outcomes.
💬 Message me to discuss your next transaction.
Steps for completing your project
After purchasing the project, send requirements so Sandra can start the project.
Delivery time starts when Sandra receives requirements from you.
Sandra works on your project following the steps below.
Revisions may occur after the delivery date.
Please any questions you want to discuss.