SZ
Stephen Z.
Jan 28, 2022
Financial Model
You will get customized Career Coaching to land your dream job
You will get customized Career Coaching to land your dream job
- Delivery Time 2 days
- Mock Interview
- Coaching Session
- Online Presence Review
- Resume Writing
2 days
delivery —
Jun 5, 2023
Revisions may occur after this date.
Upwork Payment Protection
Fund the project upfront. Shan gets paid once you are satisfied with the work.
Project details
I can help you land your dream job in Finance, Accounting and Operations.
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 Finance/Accounting/Investment in the US, Canada, and China. I have worked in Big 4 Accounting firms, Top investment banks, Unicorn tech startups, and public companies.
⭐I have also helped hundreds of students landing jobs in finance, investment, accounting and tech over the course of the last 6 years.
By providing this career consulting service, I will guide you through any obstacles in job hunting, including but not limited to
✅Cover letter, resume, LinkedIn Profile, and other paperwork preparation
✅Effective Networking (cold emailing/calling, what to say in the networking calls/meetings, and more)
✅Interview Prep (Technical interview for investment banks/PE/VC, behavioral interview tips)
✅And more
I can also provide further customized career consulting services for you. Please don't hesitate to contact me for details.
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 Finance/Accounting/Investment in the US, Canada, and China. I have worked in Big 4 Accounting firms, Top investment banks, Unicorn tech startups, and public companies.
⭐I have also helped hundreds of students landing jobs in finance, investment, accounting and tech over the course of the last 6 years.
By providing this career consulting service, I will guide you through any obstacles in job hunting, including but not limited to
✅Cover letter, resume, LinkedIn Profile, and other paperwork preparation
✅Effective Networking (cold emailing/calling, what to say in the networking calls/meetings, and more)
✅Interview Prep (Technical interview for investment banks/PE/VC, behavioral interview tips)
✅And more
I can also provide further customized career consulting services for you. Please don't hesitate to contact me for details.
What are you waiting for? Place an order so we can build your dream together!
Industry
Business Services & Consulting, Data Analytics, Financial Services, Logistics & Supply Chain Management, Software
$180
- Delivery Time 2 days
- Mock Interview
- Coaching Session
- Online Presence Review
- Resume Writing
Optional add-ons
You can add these on the next page.
Fast 1 Day Delivery
+$30
20 reviews
(16)
(0)
(2)
(1)
(1)
This project doesn't have any reviews.
SK
Sahil K.
Jan 28, 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
NP
Niki P.
Dec 23, 2021
Banking Scenario Analysis
Shan is very professional with great skills. The communication was smooth and project was delivered quickly. She taught me so much through the process and ensured I was happy with the result. I would definitely work with Shan again!
BE
B E.
Dec 20, 2021
Investment paper recommending a buyout investment
About Shan
MBA, CFA, CPA, CA | Finance/Accounting Professional, Career Coach
100%
Job Success
San Francisco, United States
- 9:26 pm local time
❇️Corporate Finance( Project Finance and Financial Planning & Analysis - FP&A )
❇️Investment Banking
❇️Private Equity
❇️Venture Capital
❇️Corp. Strategy and Development (M&A, Investments, Operations, Investor Relations)
❇️Accounting and Auditing
I have worked with start-ups and multi-billion public global companies.
Industries that I worked at include:
🔶Tech (SaaS, health-tech, legal-tech, consumer products, share economy, and more)
🔶Financial Institutions ( Global Top 20 Investment Bank, Big 4 Accounting Firm, Private equity/venture capital/asset management firms, and Insurance groups)
🔶Consumer Products 🔶Healthcare 🔶Real Estate ( Commercial - retail/franchise and Residential) 🔶Energy (Gas&Mining, Green Energy) 🔶And more
Active Charter Holder of the following professional certifications:
✳️Chartered Financial Analyst (CFA)
✳️Chartered Professional Accountant (CPA)
✳️Chartered Accountant (CA)
Education:
🔆 MBA (Management and Accounting Track) from University of Toronto
🔆 Bachelor in Economics/Actuarial Science
I provide virtual financial advisory and accounting services to companies that have a need for agile and high-quality services without heavy investment in a full-time resource.
⭐ Fundraising Strategy:
I have worked with companies go through the full circle of equity, debt and mergers & acquisition financing.
✅ Financial Forecasting/Modelling
✅ Market Sizing and Feasibility Research
✅ Comprehensive Business Plans
✅ Investor Memos/Pitchbooks
✅ Valuation and Pre-money valuation for different business stages
✅ Investment Research
✅ Growth plan and use of proceeds strategy
✅ Long-term support: weekly/monthly update meetings ✅ And more
⭐ Transaction advisory:
I have advised companies of various sizes in all stages of mergers & acquisitions, IPOs, and corporate strategy projects.
✅ Mergers and acquisitions
✅ Initial public offerings (IPOs)
✅ Corporate Strategy projects ✅ And more
⭐ Virtual CFO Service:
Projects I have worked on including external audit/review/compilation projects, financial statements preparation, IPO due diligence, financial modeling, corporate valuation, strategic financial and operational planning, individual and corporate tax planning and preparation.
✅ Financial statement preparation
✅ Budgeting, forecasting, and projections
✅ Advanced Financial Modelling and Valuations
✅ Financial projections and proformas
✅ ROI analysis
✅ Strategic financial and operational planning
✅ Operational analysis and support ✅ And more
⭐ Career Development Service:
Over the years, I have mentored many people in developing their careers in the financial industry, including venture capital, private equity, investment banking, public accounting, and financial services providers.
✅ Career consulting
✅ Customized editing for resume, cover letter, networking email, LinkedIn profile etc.
✅ Industry-tailored mock interview, both behavioral and technical
✅ Advanced Excel and financial modeling training (can be industry-tailored)
✅ Networking strategy development ✅ And more
Feel free to contact me if you have any questions. I look forward to working with you!
Steps for completing your project
After purchasing the project, send requirements so Shan can start the project.
Delivery time starts when Shan receives requirements from you.
Shan works on your project following the steps below.
Revisions may occur after the delivery date.
Provide all necessary documents
Please provide any necessary documents for building out this project. Let me know if you have any questions. Thank you!