Hire the Best Financial Forecasting Specialists

I help profitable business owners make better tax, retirement, compensation, and financial planning decisions before year-end, while there is still time to plan. My work is best suited for S-Corp owners, consultants, agency owners, professional service firms, and high-income self-employed professionals who need integrated tax and wealth strategy, not generic tax prep. Common projects include: • Business-owner tax planning • S-Corp compensation and distribution planning • Solo 401(k), SEP IRA, and retirement contribution strategy • Entity structure and owner compensation review • Cash-flow planning around taxes, payroll, and owner distributions • Tax-aware financial planning for business owners • Coordination questions involving CPAs, payroll providers, and attorneys I am a Certified Financial Planner™ professional and IRS Enrolled Agent. My focus is not simply preparing forms after the year is over. I help business owners understand the planning decisions that affect taxes, retirement savings, liquidity, risk, and long-term wealth building. A good fit is usually a business owner who is already profitable, has tax complexity, and wants a structured second opinion before making decisions. A poor fit is someone looking for the cheapest tax return, bookkeeping cleanup, day trading advice, stock picks, or a quick answer without reviewing the facts. The best starting point is a paid diagnostic consultation. We will review your situation, identify the major planning issues, separate what is urgent from what can wait, and outline next steps. If deeper work makes sense, I can scope a separate planning engagement after the call. Important: this profile is for education, planning, and advisory discussions. Tax, legal, and investment recommendations depend on your facts, documents, timing, and applicable rules. No tax savings, investment result, or planning outcome is guaranteed. Talk soon, Cayden W. McLaughlin, CFP®, EA Wealth Advisor & Tax Strategist cayden @ wealthadvisor365 .com

Stop wasting hours on spreadsheets that should be helping you make decisions. I am a Chartered accountant with 4+ years of experience in Internal Audit, Risk Advisory, Financial Analysis, and Business Reporting. I combine strong finance knowledge with advanced Excel and Google Sheets skills to build practical financial models, dashboards, and reporting solutions. What I can help with: 📊 Financial Modeling, Forecasting, and Budgeting 💰 Cash Flow Planning and Variance Analysis 📈 KPI Dashboards and Management Reporting ⚡ Excel Automation using Power Query and VBA 🔍 Financial Analysis and Business Insights 🛠 Process Improvement and Spreadsheet Optimization Unlike many spreadsheet specialists, I understand the finance behind the numbers. Whether you need a forecasting model, management dashboard, financial tracker, or a more efficient reporting process, I focus on building solutions that are accurate, scalable, and easy to use. Send me a message and let’s discuss how I can help.

With over 15 years of experience and recognition as a Top 1% Expert-Vetted Freelancer on Upwork, I am your trusted partner in turning visions into victories. From crafting compelling business plans to building financial models that investors can't ignore, I specialize in delivering results that matter. 🎯 Here’s What I Bring to the Table: - Strategic business planning that drives growth. - Feasibility Studies/Market Research - Investor-ready pitch decks that captivate and persuade. - Tailored business proposals designed to win. - Financial Modeling - Expert Virtual CFO services for seamless financial leadership. Having empowered over 200 companies worldwide, I’ve consistently transformed ideas into success stories, setting benchmarks for excellence along the way. Let's create something extraordinary together! 🚀 What sets me apart? Beyond the top-tier ranking, I hold the prestigious Expert-Vetted status on Upwork—an accolade whispered about in large enterprises. It's an exclusive nod to my prowess, visible only to those seeking the absolute best. I don't just crunch numbers; I orchestrate financial symphonies, turning complexities into opportunities. —let's redefine success together.

ABOUT: 📰Featured in Wall Street Journal, NASDAQ, Microsoft News, CNBC, Business Insider, Yahoo Finance, Benzinga, Digiday, and International Business Times, Entrepreneur Magazine 🔝1% of Global Talent on Upwork in Business Intelligence & Data Visualization as an Expert-Vetted Program Talent Member 💲Entrepreneur Media Magazine Contributor 🗺️Visual Capitalist Contributor 👩‍💼 Founder of Omni Business Intelligence Solutions ("OBIS") ❌ EX-PwC (Financial Auditor & Business Intelligence Technology Consultant) 🧐 To learn more, please review the portfolio and client reviews section of my profile. CERTIFICATIONS: ✔️MIT Certified in Machine Learning and Artificial Intelligence ✔️NASBA Certified Public Accountant (NYS) ✔️Tableau Desktop Specialist ✔️Power BI | Power Apps | Power Automate ✔️Adobe Analytics ✔️RapidMiner Machine Learning Professional ✔️Adobe Experience Platform - Real-time Customer Data Platform (CDP) ✔️Alteryx Advanced Certification ✔️Google Analytics, Ads, Google Tag Manager & Looker Studio ✔️ACFE Certified Fraud Examiner EXPERIENCE & SKILLS: 📊📈🕵🏻‍♀️ Power BI, Looker Studio, Tableau, Business Intelligence, Data Visualization, Data Analysis, Machine Learning, Generative AI, Artificial Intelligence in Data Science, Natural Language Processing (NLP), Text Mining, Sentiment Analysis, Entity Recognition, Topic Modeling, Chatbots Development, ChatGPT, OpenAI APIs, Google Analytics, Google BigQuery, Supermetrics, Power Automate, Management Consulting, Alteryx, Python Programming, R Programming, ETL (Extract, Transform, Load), Data Mining, SAS, SPSS, AWS, Azure Machine Learning Studio, Cloud Data Management, Database Administration, CRM Analytics, Social Media Analytics, Time Series Analysis, A/B Testing, Data Governance, Data Privacy Regulations (like GDPR, CCPA), Project Management, Agile/Scrum, Stakeholder Management, Financial Analysis, Financial Forecasting, Budgeting, Cost Accounting, Financial Modeling, Certified Public Accountant (CPA), Auditing, Internal Controls, GAAP Standards, IFRS Standards, QuickBooks. CONTRACT POLICY: AS OF JANUARY 1ST, 2025, CONTRACTS OPEN WITHOUT ACTIVITY WILL BE CHARGED 2 HOURS PER MONTH TO KEEP IT OPEN. HOURS DO NOT ROLL INTO NEXT CALENDAR YEAR.

I am a Financial Modeling Expert with 13+ years of experience supporting businesses across Infrastructure, Real Estate, Healthcare, Hospitality, SaaS, Technology, Startups, and SMEs. I help founders, CFOs, investors, and lenders raise capital, evaluate opportunities, and make strategic decisions through institutional-grade financial models, forecasting systems, and FP&A solutions. Areas of expertise include: ✔ Financial Modeling & Forecasting ✔ FP&A & Budgeting ✔ Fundraising & Investor-Ready Models ✔ Cash Flow Forecasting & Runway Analysis ✔ Business Valuation & DCF Analysis ✔ M&A & Investment Analysis ✔ Board & Investor Reporting ✔ KPI Dashboards & Business Intelligence ✔ Reporting Automation & Workflow Optimization I combine deep finance expertise with Excel, Power BI, SQL, Python, VBA, Google Sheets, and AI-powered workflows to build scalable forecasting, reporting, and decision-support systems. Whether you're raising capital, evaluating an acquisition, planning growth, or building a forecasting framework, I can help you develop the financial insights needed to make confident business decisions.

I build financial models, Excel tools, and dashboards that founders, CFOs, and operations teams actually use — to raise capital, automate reporting, and make faster decisions. Not just spreadsheets that look good in a demo and break two weeks later. With 6+ years of hands-on experience and 35 five-star reviews on Upwork, I specialize in work that is accurate, clean, and built to last. ⭐ What I build for you ⭐ ✅ 3-statement financial models (P&L, balance sheet, cash flow) with monthly and annual views ✅ DCF valuation and LBO models for fundraising, M&A, and investor presentations ✅ 13-week rolling cash flow forecasts and short- and long-term liquidity planning ✅ Startup financial models with dynamic drivers, scenario planning, and investor-ready outputs ✅ Multi-currency P&L consolidation with budget vs. actual variance tracking ✅ Advanced Excel automation using Power Query and VBA to eliminate manual reporting ✅ Macro development — formatting automation, data processing, graph creation, membership reports ✅ Executive dashboards and KPI reporting in Power BI, Looker Studio, and Excel ✅ Google Sheets systems: CRM tracking, lead follow-up tools, operations coordination ✅ Integration of QuickBooks, Xero, CRMs, APIs, and CSV exports into a single reliable model ⭐ Why clients keep coming back ⭐ ✅ Work that holds up long after delivery — clean structure, documented logic, no black boxes ✅ I go beyond the brief — adding automation, sensitivity checks, and extra features wherever they add value ✅ Clear communication throughout: no surprises, regular updates, fast responses ✅ I enjoy untangling messy data and complex challenges — the harder the problem, the better 🏆 What clients say 🏆 ⭐⭐⭐⭐⭐ "Romany did thorough work in reverse-engineering and documenting a complex financial model used by a large bank for regulatory compliance. He met all deadlines and we are very pleased with the results." ⭐⭐⭐⭐⭐ "Romany went above and beyond — moving heaven and earth to deliver a dynamic Excel dashboard that exceeded all expectations. He truly understood the brief, worked with a can-do attitude, and delivered results that wowed the entire team." ⭐⭐⭐⭐⭐ "Romani is very solution oriented and communicates clearly throughout the process. He shows strong patience and a calm approach when handling complex requirements, and he genuinely cares about delivering quality." 🛠️ Core tools & technologies Financial Modeling · DCF & LBO Valuation · 3-Statement Models · Cash Flow Forecasting · Scenario & Sensitivity Analysis · Budgeting & P&L Analysis · Excel · VBA & Macros · Power Query · Power BI · Looker Studio · Google Sheets · Dashboard Design · KPI Tracking · Data Automation · QuickBooks · Xero · If you have a project — whether it's a financial model, a reporting automation, a dashboard overhaul, or a tricky macro — send me a message and let's talk through what you need.