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Skills

  • Financial Analysis
  • Budgeting
  • Reports
  • Financial Planning
  • Data Management
  • Financial Reporting
  • Profit and Loss Analysis
  • Cash Flow Analysis
  • Cost Accounting
  • Data Analysis
  • Microsoft Excel
  • Reporting
  • Balance Sheet
  • Cashflow
  • Process Improvement

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Services

  • Financial Reporting & Financial Analysis

    $50/hr Starting at $25 Ongoing

    Dedicated Resource

    **Gain Clear Insights into Your Business Performance Monthly** Stop guessing and start understanding your financials! This service provides comprehensive and easy-to-understand monthly financial reports...

    Accounts ReceivableAging AnalysisBalance SheetBilling Process OptimizationBudgeting
  • Budgeting & Template Setup

    $50/hr Starting at $25 Ongoing

    Dedicated Resource

    **Take Control of Your Business Finances with a Custom Budget** ​A solid budget is the foundation for financial planning and control. This service provides a customized, user-friendly budget template...

    BudgetingBusiness AnalysisCapital BudgetingCash Flow AnalysisCost Analysis
  • Cash Flow Forecasting (3-6 Mo)

    $50/hr Starting at $25 Ongoing

    Dedicated Resource

    **Anticipate Cash Needs & Ensure Financial Stability** Cash flow is critical for business survival and growth. This service provides a clear, actionable short-term (typically 3-6 month) cash flow forecast...

    Accounts ReceivableAging AnalysisBilling Process OptimizationBudgetingBusiness Analysis
  • Custom Excel Spreadsheets

    $50/hr Starting at $25 Ongoing

    Dedicated Resource

    **Leverage the Power of Spreadsheets for Your Business Needs** Need a custom tool for tracking, analysis, calculation, or simple modeling? I build tailored, efficient, and user-friendly spreadsheets using...

    BudgetingBusiness AnalysisCapital BudgetingCash Flow AnalysisCost Accounting
  • Business Expense Analysis

    $50/hr Starting at $25 Ongoing

    Dedicated Resource

    Understand Where Your Money is Going & Find Savings Gain crucial insights into your business spending patterns. This service involves analyzing your expenses (from bank/credit card statements or accounting...

    BudgetingBusiness Process ManagementCost AccountingCost AllocationCycle Counting Program
  • A/R Aging Report & Analysis

    $50/hr Starting at $25 Ongoing

    Dedicated Resource

    Improve Cash Flow by Managing Your Receivables Effectively Don't let unpaid invoices drag down your cash flow. This service provides a clear picture of your outstanding accounts receivable status. What's...

    Accounts ReceivableAging AnalysisBalance SheetBillingBilling Process Optimization

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About

Finance & Operations Consultant | MBA (Finance) & Industrial Engineer | FP&A | Process Improvement | Strategic Advisory

Experienced financial analyst and consultant specializing in driving business growth and efficiency for small to medium-sized enterprises (SMBs). My expertise spans financial modeling, due diligence, business process improvement, cost optimization, and strategic planning. I bring a data-driven approach, clear communication, and a commitment to delivering actionable insights. My portfolio includes successful projects in M&A due diligence, accounts receivable optimization, service line expansion feasibility, and inventory management system implementation. I am passionate about helping businesses achieve their financial goals and build a strong foundation for future success. I work closely with clients to understand their unique needs and tailor solutions that deliver measurable results.

Work Terms

am available for projects requiring financial analysis, reporting, modeling, budgeting, and process improvement. My communication style is responsive and collaborative, and I prefer to use email and virtual meetings for project updates and discussions. Payment terms are typically 50% upfront and 50% upon project completion, but I am open to discussing alternative arrangements based on project scope and duration. I am committed to delivering high-quality work on time and within budget.