Fractional CFO and financial modeling expert — 20+ years building investor-grade models, valuations, and M&A and due-diligence work used in boardrooms, fundraises, and live deals across the US, UK, Europe, the Middle East, and APAC.
I pair an engineer's rigor with a finance strategist's judgment — a B.Tech from IIT Bombay and an MBA in Finance & Strategy from IIM Lucknow — plus two decades as a hands-on finance partner to PE/VC funds, family offices, investment banks, corporates, and growth-stage founders. As a Top-Rated Plus freelancer with a 100% Job Success Score and $100K+ earned here, I deliver decision-grade work — on time, every time. If you need a number you can take to a board, an investor, or a deal table, that's what I build.
What I do for clients
1. Fractional / Virtual CFO — Full finance leadership without the full-time cost: FP&A, budgeting, forecasting, cash-flow and working-capital management, month-end close, reconciliations, internal controls, controllership, and board and investor reporting — plus clean bookkeeping and accounting (incl. cash-to-accrual conversions and QuickBooks/Stripe workflows).
2. Financial Modeling & Valuation — Investor-grade Excel models: three-statement, DCF, LBO, scenario and sensitivity analysis, and cap tables, plus SaaS/startup, real estate, energy, and manufacturing models. Business, equity, and asset valuation you can defend.
3. M&A Advisory & Due Diligence — Buy- and sell-side support: financial and commercial due diligence, Quality of Earnings (QoE), target screening and profiling, synergy assessment, deal structuring, data-room management, and board-ready transaction decks.
4. FP&A & Capital Raising — Forecasts, budgets, proforma financials, variance analysis, capital-structure optimization, and fundraising support: investor decks, pitch decks, financial projections, and business plans built to raise.
5. Investment & Equity Research — Fundamental and technical equity research, credit and fixed-income analysis, sector and thematic screening, and portfolio strategy for funds and asset managers.
6. Market Research & Strategy — Market-entry and feasibility studies, TAM/SAM/SOM and market sizing, competitive benchmarking, go-to-market (GTM) strategy, and country-risk and macro assessments.
Why clients come back
- 20+ years across corporate finance, strategy, research, and M&A, including roles with leading global firms
- Investor-grade outputs trusted by PE/VC funds, family offices, and corporates worldwide
- Top-Rated Plus | 100% Job Success | $100K+ earned | 2,600+ hours
- Every deliverable custom-built, source-checked, high quality, and delivered on schedule
- Senior expertise at a fraction of in-house or big-firm cost
I work on hourly, fixed-price, retainer, or dedicated-team terms — whatever fits your scope.
Looking for a fractional CFO, financial modeler, valuation analyst, M&A and due-diligence partner, FP&A expert, or research and strategy advisor who delivers boardroom-ready results? Message me a few details about your project — I respond within 12 hours and will be glad to set up a quick intro call.
Corporate Finance
Financial Modeling
Business Valuation
Mergers & Acquisitions
Financial Analysis
Financial Projection
Due Diligence
Equity Research
Investment Research
Pitch Deck
Business Plan
Financial Reporting
Cash Flow Modeling
Microsoft Excel
Bookkeeping
Venture Capital
Startup Consulting
Feasibility Study
Financial Planning
Market Research
Ani S.
Yerevan, Armenia
$20/hr
4.9
173 jobs
🎯 PhD researcher. Strategic thinker. AI-Native. IQ above 130. Academic Excellence in English.
🕰️ Available across EST, GMT, CET, GULF time zones regular working hours as needed.
🌍Numbers tell stories — and I've spent years learning to read them. I turn complex financial data into clear decisions. I help businesses and investors make smarter financial decisions with a 360° view of how businesses grow, struggle, and succeed.
💡My expertise includes:
📊 Financial Analysis and Company Valuation
💼 Investment Consulting — Startups & Stocks
🏦 Chief Accounting for SMEs
📈 Market Analysis & Business Consulting
🗂️ Project Management & Teaching
✍️ SEO Writing, Reporting & Presentations
🔍 Whether you need a seasoned eye on an investment, a clear-headed financial model, or a trusted advisor who delivers
🚀 I'm ready when you are. Let's talk.
Financial Management
Financial Analysis
Financial Consulting
Market Research
Management Consulting
Investment Research
Business Analysis
Market Analysis
Equity Research & Analysis
Equity Valuation
Venture Capital Consulting
Due Diligence
Mergers & Acquisitions
AI Consulting
AI Content Creation
Ledian Z.
Tirana, Albania
$100/hr
5.0
55 jobs
I help founders, investors, businesses, and AI companies turn complex financial information into clear, decision-ready outputs.
Through Zerba & Co, I support clients with financial modeling, valuation, equity research, due diligence, investment analysis, business planning, and finance-specific AI training data.
I can help with investor-ready financial models, DCF valuation, company analysis, investment memos, due diligence reviews, market research, and AI finance datasets for financial modeling and equity research.
My focus is simple: create financial outputs that are clear, well-structured, and useful for real business, investment, or product decisions.
Account Reconciliation
Financial Report
International Accounting Standards
Cost Analysis
International Financial Reporting Standards
Equity Research
Bookkeeping
Finance & Accounting
Financial Planning
Financial Modeling
Bachaer R.
Paris, France
$25/hr
5.0
35 jobs
Hello!
I am a financial analyst with experience in financial modeling, valuation, business planning, and investment analysis across several sectors, including real estate, energy, technology, healthcare, mobility, banking, and startups.
My work focuses on developing financial models that support investment decisions, fundraising processes, business planning, and strategic analysis. I have worked on projects involving company valuation, financial projections, scenario analysis, market research, investor presentations, and M&A-related materials.
My background combines experience in finance project management, investment banking support, equity research, and freelance financial advisory.
I can support clients with:
- Financial modeling and forecasting
- Business plans and financial projections
- Company valuation, including DCF and comparable analysis
- M&A and investment analysis
- Fundraising materials and investor decks
- Market research and benchmarking
- Budgeting, reporting, and variance analysis
I hold an MSc in Finance & Investment Banking from Grenoble Ecole de Management and the Financial Modeling & Valuation Analyst certification from the Corporate Finance Institute. I have also completed CFA Level I.
I work in English, French, and Arabic, and have collaborated with clients and teams across Europe, the Middle East, and North America.
If you're in need of financial analysis, modeling, or valuation services, I'm here to help!
Finance
Financial Analysis
Financial Modeling
Valuation
Microsoft Excel
Presentation Slide
Mergers & Acquisitions
Equity Research
Equity Valuation
Real Estate
Real Estate Financial Model
Project Budget
Project Management
SAP
Private Equity
Venture Capital
Microsoft Power BI
Microsoft PowerPoint
SQL
Python
Nikhil D.
Kolkata, India
$20/hr
5.0
110 jobs
Seamless Finance & Accounting Support – Powered by a Husband-Wife Duo
NOT AN AGENCY.
We are a husband-wife duo with over 20 years of combined experience in Accounting, Finance, Audit, and Banking. After more than a decade EACH in full-time corporate roles across leading Indian sectors, we transitioned into freelancing in 2021 to offer our clients a well-rounded and highly collaborative service in the financial domain.
We're not an agency, just two professionals working in perfect sync to deliver high-quality, reliable, and personalized support.
Who We Are
Her Expertise
- Chartered Accountant, India (equivalent to CPA/ACCA)
- Handles Bookkeeping, Reconciliations & Financial Statements
- Proficient in Xero, QuickBooks Online (QBO), MYOB, and SAGE
- Strong eye for detail, compliance, and accuracy
His Expertise
- CFA (ICFA), MBA in Banking & Finance, CFA US Level 3 Candidate
- Specializes in Financial Modelling, Equity Research, Valuation, Pitch Decks, Presentations, and Corporate Finance
- Brings strategic insights and analytical depth
Our Full-Time Background
We’ve worked with top-tier institutions and sectors in the Indian market:
- Banking: India’s largest public sector bank
- Beverage Industry: Finance for a fast-growing domestic alcohol company
- Credit Ratings: India’s leading external credit rating agency
Why Work With Us?
- Two sets of complementary skills in one seamless package
- Strong communication and coordination
- Holistic financial solutions from bookkeeping to boardroom-ready presentations
- Long-term mindset, with a focus on building trust and delivering real value
Feel free to check out our LinkedIn profiles to learn more. We’re always open to interviews and look forward to working with you!
Corporate Finance
Finance
Financial Statement
Financial Analysis
Academic Writing
Report
Financial Writing
Bookkeeping
Investment Banking
Writing
Econometrics
Xero
Economics
Vladislav Z.
Belgrade, Serbia
$95/hr
5.0
24 jobs
I am an ex-Arthur D. Little strategy consultant who builds the financial models, valuations and pitch decks behind institutional capital decisions. My work has supported transactions up to €17.5bn and helped 40+ startups raise, with 100+ models delivered.
Top Rated Plus on Upwork (top 3%). I turn complex businesses into the model, the narrative and the numbers an investor or board actually tests.
What I do best:
Financial modeling and valuation. 100+ driver-based models (DCF, multiples, 3-statement, LBO logic), built to be technically rigorous and decision-friendly. Deal contexts up to €17.5bn, including the largest European tower transaction of 2022, for funds such as Mubadala and KKR.
Fundraising and investor materials. Helped 40+ startups raise from pre-seed to mezzanine with pitch decks, business plans, market sizing and the financial story behind the ask. Incl. a $50m raise at 30%+ IRR and a €70m infrastructure raise.
Market research and due diligence. 130+ research and commercial DD projects across fintech, healthcare, pharma/biotech, logistics, ESG and FMCG, turning complex data into a clear go/no-go.
Strategy. Growth and market-entry for global players including Deutsche Telekom and Nokia, and a market-entry that became a $0.5bn-revenue business unit.
Clients hire me for structured thinking, clean models and crisp executive communication. Tell me your goal and constraints, and I'll propose the fastest path to a decision-ready deliverable.
Corporate Finance
Business Plan
Financial Modeling
Startup Consulting
Market Research
Market Analysis
Company Valuation
Business Valuation
Financial Plan
Financial Analysis
Microsoft Excel
Financial Projection
Pitchbook
Forecasting
Due Diligence
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