I am a Chartered Accountant (CA) with 12 years of experience in audit, financial reporting, and consulting. My background includes extensive work within Big 4 environments and across a wide range of industries, with a current focus on the renewable energy sector.
I specialize in analyzing complex financial data and translating it into clear, strategic tools for decision-makers. My work centers on two core areas:
* Financial Modeling & Analysis: Building robust financial models, structured reports, and data analyses tailored to your industry's specific requirements.
* Presentation & Dashboard Design: Turning technical financial data into clean, visually polished PowerPoint presentations, executive pitch decks, and Power BI dashboards.
If you need financial precision combined with professional, board-ready presentation design, let's discuss how we can work together.
Accounting
Bookkeeping
Internal Auditing
Management Consulting
Analytical Presentation
Excel Formula
PowerPoint Presentation
Presentation Design
Budget Management
Financial Reporting
Financial Analysis
Financial Analysis & Valuation
Real Estate Financial Model
Financial Modeling
Forecasting
Fernanda Adekeu A.
Bandung, Indonesia
$4/hr
5.0
10 jobs
I help businesses clean, organize, analyze, and present data clearly using Excel, Python, and dashboard tools. My background combines data analysis, financial reporting, forecasting, and business intelligence experience, allowing me to turn raw information into accurate reports, dashboards, and actionable insights.
I have worked on Excel dashboard creation, data entry, research tasks, financial reporting, pricing analysis, KPI monitoring, and forecasting. At Schneider Electric, I supported business intelligence work involving pricing data, dashboards, and performance analysis. As CFO at Alfazza Tri Utama CV, I prepared profit and loss reports, financial projections, and financial records.
I can support projects such as Excel dashboards, data cleaning, data entry, financial reporting, KPI tracking, forecasting, and business analysis. I focus on accuracy, clear communication, and reliable delivery.
Microsoft Excel
Data Analysis
Data Entry
Data Cleaning
Data Extraction
Analytics Dashboard
Financial Analysis
Forecasting
Time Series Forecasting
Business Modeling
Data Annotation
Analytical Presentation
Machine Learning
Luka A.
Tbilisi, Georgia
$15/hr
5.0
27 jobs
𝗜𝗳 𝘆𝗼𝘂𝗿 𝗻𝘂𝗺𝗯𝗲𝗿𝘀 𝗮𝗿𝗲𝗻'𝘁 𝗮𝗱𝗱𝗶𝗻𝗴 𝘂𝗽 𝗶𝗻 𝗘𝘅𝗰𝗲𝗹, 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗺𝗼𝗱𝗲𝗹 𝗼𝗿 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 𝗜'𝘃𝗲 𝗴𝗼𝘁 𝘆𝗼𝘂 𝗰𝗼𝘃𝗲𝗿𝗲𝗱. 💯
Ready to streamline your finances? Message me for a free consultation.
Hey! I'm 𝗟𝘂𝗸𝗮, "𝙏𝙃𝙀 𝙁𝙄𝙉𝘼𝙉𝘾𝙄𝘼𝙇 𝙎𝙋𝙍𝙀𝘼𝘿𝙎𝙃𝙀𝙀𝙏 𝙂𝙐𝙔". I've helped 30+ clients across construction, retail, healthcare, manufacturing, education, real estate, and startups turn messy data and broken spreadsheets into clean financial models and automated dashboards. 100% Job Success Score. Top Rated. I respond within 30 minutes. 🔸English🔸Chinese🔸Russian🔸Georgian🔸
⭐⭐⭐⭐⭐ "Luka was fantastic to work with from start to finish. Responsive, detail-oriented, and made sure everything matched my vision. Highly recommend."
⭐⭐⭐⭐⭐ "Great experience Luka's Excel knowledge was exactly what we needed. Delivered on time, every time."
⭐⭐⭐⭐⭐ "Luka took a complex financial sheet and made it simple, clean, and easy to use. Will hire again without question."
𝗪𝗵𝗮𝘁 𝗺𝗮𝗸𝗲𝘀 𝗺𝗲 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗳𝗿𝗼𝗺 𝗲𝘃𝗲𝗿𝘆 𝗼𝘁𝗵𝗲𝗿 𝗘𝘅𝗰𝗲𝗹 𝗳𝗿𝗲𝗲𝗹𝗮𝗻𝗰𝗲𝗿?
Most Excel freelancers build pretty spreadsheets. I build financial models that hold up in investor meetings, bank submissions, and board reviews because I come from finance. IFRS audit. FP&A. Accounting. I understand P&L, cash flow, and balance sheet at a level most spreadsheet guys simply don't. Your numbers will not just look good. They will be right. And if a lender, investor, or CFO questions them, they will hold up.
💡 𝗔𝗿𝗲𝗮𝘀 𝗼𝗳 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲
✔️ Financial Modeling & Projections
✔️ Excel & Google Sheets Formulas & Dashboards
✔️ Cash Flow Forecasting & Budgeting
✔️ FP&A Reporting & Variance Analysis
✔️ Data Analysis & Visualization
✔️ Data Cleaning & Structuring
🛠️ 𝗪𝗵𝗮𝘁 𝗜 𝗕𝘂𝗶𝗹𝗱
✅ Investor-ready financial models full P&L, cash flow statement, balance sheet
✅ Real estate pro forma IRR, equity multiple, cash-on-cash, DSCR, cap rate, GP/LP waterfall
✅ Startup financial projections pre-seed, seed, Series A pitch deck ready
✅ SaaS financial models MRR, ARR, churn, LTV, CAC, burn rate, runway
✅ Three-statement financial models linked and fully dynamic
✅ Budget vs. actual tracker with variance analysis and FP&A dashboards
✅ 13-week cash flow forecasts bank-ready and lender-friendly
✅ SBA loan and bank-ready financial projection packages
✅ Nonprofit and grant budget models board-ready reporting
✅ DCF analysis, NPV modeling, and business valuation
✅ Scenario analysis, sensitivity analysis, and break-even models
✅ Advanced Excel formulas XLOOKUP, INDEX/MATCH, SUMPRODUCT, dynamic arrays
✅ Interactive dashboards Excel, Google Sheets, Power BI, Looker Studio
✅ KPI dashboards with Pivot Tables, slicers, and dynamic charts
✅ Google Sheets automation with Apps Script and timed triggers
✅ Power Query data transformation, cleaning, and automation
✅ Data migration between Google Sheets and Excel
✅ Data cleaning, deduplication, and CSV restructuring for database upload
🛠️ 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 & 𝗧𝗼𝗼𝗹𝘀
✔️ 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 𝟯𝟲𝟱: Excel · Power BI · Power Query · SharePoint · OneDrive
✔️ 𝗚𝗼𝗼𝗴𝗹𝗲 𝗪𝗼𝗿𝗸𝘀𝗽𝗮𝗰𝗲: Google Sheets · Apps Script · Looker Studio · Google Forms
✔️ 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹: IRR · NPV · DSCR · Cap Rate · DCF · Waterfall · Sensitivity Analysis
✔️ 𝗢𝘁𝗵𝗲𝗿: Airtable · MySQL · ChatGPT · Claude · Gemini
💯 𝗪𝗵𝘆 𝘀𝗵𝗼𝘂𝗹𝗱 𝘆𝗼𝘂 𝘄𝗼𝗿𝗸 𝘄𝗶𝘁𝗵 𝗺𝗲?
✔️ Finance background IFRS audit, FP&A, accounting. I understand P&L, cash flow, and balance sheet. Most Excel freelancers don't.
✔️ 100% Job Success Score on every single completed contract
✔️ Fast turnaround I respond within 30 minutes and deliver on time, every time
✔️ Clean, professional design that any non-technical user can navigate confidently
✔️ No jargon. No confusing tech-speak. Plain English explanations always included.
✔️ Long-term partnerships welcome I build systems you can own and maintain yourself
𝗖𝗼𝗺𝗺𝗼𝗻 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 𝗜 𝗔𝗻𝘀𝘄𝗲𝗿 𝗗𝗮𝗶𝗹𝘆
• Should you use Google Sheets or Microsoft Excel for your business?
• How do I build an investor-ready financial model from scratch?
• What is the difference between a 3-statement model and a cash flow forecast?
• Should I use Power BI or Looker Studio for my reporting dashboard?
• How do I clean and restructure messy data for a database upload?
• Excel for Mac OS vs. Windows are there compatibility issues?
Excel help | Excel Expert | Excel formula | Excel Dashboard | Google Sheets Expert | Google Sheets Automation | Google Apps Script | Financial Modeling | Real Estate Financial Modeling | Pro Forma | Startup Financial Model | SaaS Financial Model | Cash Flow | FP&A | Budget vs Actual | Power BI | Looker Studio | IRR | DSCR | DCF | Waterfall | Scenario Analysis | Break-Even | Three-Statement Model | KPI Dashboard | XLOOKUP | Financial Projection | Financial Analysis | IFRS | Data Visualization
Financial Projection
Microsoft Excel
Google Sheets
Financial Modeling
Excel Formula
Macros
Financial Analysis
Data Visualization
Spreadsheet Automation
Dashboard
Real Estate Financial Modeling
Data Analysis
Modeling
Cash Flow Modeling
Cash Flow Statement
Trend Forecasting
Financial Analysis & Valuation
Account Reconciliation
Excel Macros
Budgeting & Forecasting Software
Mahesh B.
Calgary, Canada
$60/hr
5.0
49 jobs
Are you looking for a seasoned financial modeling and business valuation expert? If yes, then you have come to the right place. I am a Chartered Accountant (CPA) with Big 4 experience and over 7 years of industry experience in financial modeling and analysis. I am also among the top-ranking financial modeling freelancers on Upwork, with a Job Success Score of 100%. I am an Excel expert as well.
I can help you with:
💡 Financial Modeling: I can create robust and dynamic financial models for business valuation, financial statements, projections, forecasting, and investor decks. I have built financial models for startups and established companies across various industries such as SaaS, eCommerce, hospitality, farming, health care, eLearning, real estate, fintech, beauty, mining, manufacturing, food, retail, IT, and others.
Types of Financial Modeling I've built include:
💡 Financial Modeling for Startups (SaaS, e-commerce, web3, retail sectors).
💡 Sales Forecasting financial modeling for Inventory management.
💡 Budgeting financial modeling.
💡 Real-estate financial Modeling.
💡 3-statement (P&L, balance sheet, and cash flow) financial modeling.
💡 Equity waterfalls (GP/LP, promotes, splits) and debt structures (senior and mezzanine debt).
💡 Merger and LBO financial modeling.
📝 Business Plan and Investor Deck: I can create a comprehensive and customized business plan and investor deck for your startup or existing business. I can conduct market research, competitor analysis, SWOT analysis, and risk assessment. I can also craft a compelling executive summary, mission statement, value proposition, and marketing strategy for business plan and investor deck.
💰 Financial Analysis: I can analyze and present financial data using advanced Excel skills, such as Power Query, V-lookups, and pivot tables. I can also create Excel automation and dashboards to help you monitor and improve your business performance.
👨💼 Virtual CFO Services: I can provide you with strategic guidance and advice on how to achieve your financial goals and grow your business. I can also offer business intelligence reporting, outsourced finance department, and offshore accounting services.
If you believe my skills are a good match for your project or need further information about my capabilities, please don't hesitate to contact me.
Financial Projection
Microsoft Excel
Financial Analysis
Business Valuation
Financial Modeling
Business Proposal
Startup Consulting
Business Plan
Business Analysis
Investment Research
Business Writing
Business Proposal Writing
Zainab N.
Lahore, Pakistan
$60/hr
4.8
107 jobs
🌟Top Rated Plus Financial Analyst | Expert in Financial Modeling, Forecasting & Business Valuation🌟
✨ Among the top 3% of freelancers on Upwork, recognized for consistent excellence, reliability, and exceptional client satisfaction.✨
Are you looking for accurate, investor-ready financial models or data-driven insights to support smarter business decisions?
I help startups, SMEs, and investors turn raw numbers into clear financial strategies that drive growth and attract funding.
💼 Who I Am
I’m a Chartered Accountant and Financial Analyst with 4+ years of experience building customized financial models, valuations, and forecasts across diverse industries — including SaaS, Real Estate, E-commerce, and Manufacturing.
📊 What I Deliver
✔️ 3-statement financial models (P&L, Balance Sheet, Cash Flow)
✔️ Business valuations (DCF, Comparable, Pre-Money/Post-Money)
✔️ Startup forecasts & investor pitch deck financials
✔️ Scenario & sensitivity analysis
✔️ Excel automation (formulas, dashboards, KPIs, VBA)
✔️ Budgeting, variance analysis, and financial planning
✔️ Accounting system setup, maintenance & cleanup (QuickBooks, Oddo, Xero, Rent manager and Netsuite)
🌍 Why Clients Choose Me
⭐ Top Rated Plus on Upwork (91% Job Success | 70+ projects | 1,400+ hours worked)
⭐ Proven track record of helping startups secure investment and optimize cash flow
⭐ Clear communication, professional documentation, and deadline reliability
⭐ Ability to simplify complex financial data into actionable insights
🧾 Tools & Expertise
Excel / Google Sheets (Advanced Modeling, VBA)
Power BI / Data Visualization
Microsoft Dynamics
QuickBooks, Xero, Wave, Netsuite, Zoho, Oddo and Rent manager
Valuation Methods: DCF, Comparable Company, Precedent Transaction
🗓️ Let’s Talk
If you’re seeking a professional who can build models that investors trust and provide financial clarity for strategic decisions, let’s discuss your project today.
📩 Click “Invite to Job” — I’ll review your requirements and provide a quick, tailored proposal (no charge for initial consultation).
Financial Modeling
Financial Analysis
Financial Accounting
Financial Model
Microsoft Excel
Financial Planning
Financial Statement
Accounting Principles & Practices
Real Estate Financial Model
Discounted Cash Flow
Sensitivity Analysis
Oracle NetSuite
Accounting
QuickBooks Online
Financial Audit
Gabriel S.
Bucharest, Romania
$125/hr
4.9
166 jobs
I help founders, investors, and corporate teams make faster, better capital and strategy decisions through institutional-grade financial modeling, valuation, and strategic analysis.
As a former Big 4 consultant at Deloitte and PwC, with an MBA and an Engineering degree, I bring a rare combination of finance, strategy, and technical rigor. I have supported engagements that helped clients raise over $500M in capital, delivering models and analyses used in real investment and board-level decisions.
𝗔𝗿𝗲𝗮𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲
Financial Modeling & Forecasting
Integrated 3-statement models, budgeting, long-term planning, scenario and sensitivity analysis.
Valuation & Transaction Analysis
DCF, comparable companies, precedent transactions, LBO modeling, M&A support, and due diligence.
Financial Planning & Performance
FP&A, cash flow planning, performance tracking, and investor reporting.
Fundraising & Investor Materials
Pitch decks, investment memorandums, and financial narratives for capital raising.
Strategy & Business Analysis
Market research, business planning, competitive benchmarking, and growth strategy.
Sector-Specific Modeling
SaaS metrics (CAC, LTV, churn), energy and infrastructure, real estate models, and project finance.
𝗧𝘆𝗽𝗶𝗰𝗮𝗹 𝗲𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁𝘀
Fundraising preparation, investor reporting, acquisition analysis, budgeting and long-term planning, business case development, and turnaround or restructuring situations.
I design every deliverable for decision-making clarity, with clean, audit-ready models, transparent assumptions, and built-in flexibility for scenario and sensitivity analysis. My work is structured to be used directly by founders, investors, and senior management.
Experience spans AI and SaaS, energy and infrastructure, real estate, fintech, manufacturing, retail, public markets, and Web3.
Tools and technical stack include advanced Microsoft Excel, VBA automation, financial forecasting systems, and cap table modeling.
Top Rated and Expert-Vetted on Upwork, with consistent client feedback highlighting analytical depth, speed, and reliability.
𝗖𝗹𝗶𝗲𝗻𝘁 𝗙𝗲𝗲𝗱𝗯𝗮𝗰𝗸:
🗨️ “Exceptional as always, this is my 5th or 6th project with Gabriel and each one has been a smooth and efficient process with no delays. Have already engaged with him for another contract.”
𝗟𝘂𝗸𝗲 𝗗𝗲𝗮𝘀𝘆
🗨️ “Gabriel is extremely professional and completed the financial model on time. In addition to producing an excellent finished product he gives great advice, implementing things that we didn't think of.”
𝗔𝗻𝗱𝘆 𝗔𝗷𝗮𝘆𝗶
🗨️ “I can't wait to work with him again! He's a highly skilled and multi-faceted collaborator who's determined to help you cross the finish line.”
𝗗𝗶𝘅𝗶𝗲 𝗛𝗶𝗰𝗸𝗺𝗮𝗻
Financial Projection
Financial Modeling
Valuation
Financial Analysis & Valuation
Financial Planning
Financial Analysis
Microsoft Excel
Business Planning & Strategy
Due Diligence
Business Consulting
Business Plan
Business Analysis
Strategic Planning
Management Consulting
Real Estate Financial Modeling
Data Analysis
Budgeting & Forecasting Software
Project Finance
Accounting
Financial Plan
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How to Hire Top Financial Projection Specialists
How to hire financial projection specialists
Financial projection plays an important role in business planning and accounting. Whether you need help forecasting cash flows, expense budgets, or sales, financial projection specialists are here to help.
So how do you hire financial projection specialists? What follows are some tips for finding top financial projection specialists on Upwork.
How to shortlist financial projection professionals
As you’re browsing available financial projection consultants, it can be helpful to develop a shortlist of the professionals you may want to interview. You can screen profiles on criteria such as:
Industry fit. You want a financial projection specialist who understands the nuances of making financial predictions in your industry.
Project experience. Screen candidate profiles for specific skills and experience (e.g., creating an expense budget for a construction project).
Feedback. Check reviews from past clients for glowing testimonials or red flags that can tell you what it’s like to work with a particular financial projection specialist.
How to write an effective financial projection job post
With a clear picture of your ideal financial projection specialist in mind, it’s time to write that job post. Although you don’t need a full job description as you would when hiring an employee, aim to provide enough detail for an independent contractor to know if they’re the right fit for the project.
An effective financial projection job post should include:
Scope of work: From forecasting budgets to sales, list all the deliverables you’ll need.
Project length: Your job post should indicate whether this is a smaller or larger project.
Background: If you prefer experience with certain industries or accounting tools, mention this here.
Budget: Set a budget and note your preference for hourly rates vs. fixed-price contracts.
Financial projection is the practice of forecasting future revenues and expenses. It typically involves using financial data and market research to create predictive financial models.
Here’s a quick overview of the skills you should look for in financial projection professionals:
Financial projection
Financial modeling
Financial planning
Financial forecasting
Financial projection is the practice of forecasting future revenues and expenses. It typically involves using financial data and market research to create predictive financial models.
Here’s a quick overview of the skills you should look for in financial projection professionals:
Financial projection
Financial modeling
Financial planning
Financial forecasting
Why hire financial projection specialists?
The trick to finding top financial projection specialists is to identify your needs. Is your goal to forecast monthly sales for the coming year? Or are you trying to create a projected expense budget to meet the targets you’ve set for a particular project?
The cost of your project will depend largely on your scope of work and the specific skills needed to bring your project to life.
The trick to finding top financial projection specialists is to identify your needs. Is your goal to forecast monthly sales for the coming year? Or are you trying to create a projected expense budget to meet the targets you’ve set for a particular project?
The cost of your project will depend largely on your scope of work and the specific skills needed to bring your project to life.
How much does it cost to hire a financial projection specialist?
Rates can vary due to many factors, including expertise and experience, location, and market conditions.
An experienced financial projection specialist may command higher fees but also work faster, have more-specialized areas of expertise, and deliver higher-quality work.
A contractor who is still in the process of building a client base may price their financial projection services more competitively.
Which one is right for you will depend on the specifics of your project.
Rates can vary due to many factors, including expertise and experience, location, and market conditions.
An experienced financial projection specialist may command higher fees but also work faster, have more-specialized areas of expertise, and deliver higher-quality work.
A contractor who is still in the process of building a client base may price their financial projection services more competitively.
Which one is right for you will depend on the specifics of your project.