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Skills

  • Accounting
  • Budgeting
  • Cash Flow Analysis
  • Controller
  • Financial Analysis
  • Financial Audits
  • Financial Forecasting
  • Financial Modeling
  • Financial Planning
  • Financial Securities
  • Financial Services
  • International Accounting
  • Investment Banking
  • Investment Management
  • Investor Management

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Services

  • Financial Modeling and Pitch Decks

    $59/hr Starting at $125 Ongoing

    Dedicated Resource

    ๐Ÿ“Š I build fully integrated 3-statement modelsโ€”P&L, balance sheet, and cash flowโ€”designed for forecasting, investor reporting, and M&A. ๐Ÿงฎ Models include revenue drivers, COGS assumptions, headcount planning,...

    AccountingBudgetingCash Flow AnalysisControllerFinancial Analysis

About

Strategic Finance Expert | FP&A โ€ข M&A โ€ข Accounting โ€ข PE-Backed Growth โ€ข SaaS & Services โ€ข Financial Modeling

๐Ÿ“ˆ 10+ years across Private Equity, Investment Banking, FP&A, Venture Capital, and CFO roles
๐Ÿฆ Former Senior Associate at a $300MM PE fund โ€“ executed 6+ control buyouts across manufacturing and logistics
๐Ÿ“Š Investment Banking Analyst at Barclays โ€“ 5+ live M&A transactions, including Apollo Education and Outerwall
๐Ÿ’ผ Director of FP&A at Enfusion (NYSE: ENFN) โ€“ built IPO models, managed SaaS KPIs, and led board reporting
๐Ÿงฎ Expert in 3-statement modeling, LBOs, DCFs, and operational forecasting โ€“ zero shortcuts, zero outsourcing
๐Ÿ“‰ FP&A leader managing $600MM+ P&L at a national managed IT provider with 3,000+ headcount
๐Ÿ“‘ Built 100+ investor and investment committee decks for PE, VC, and Series Aโ€“C fundraising
๐Ÿ“ Strong in due diligence, audit readiness, and GAAP-compliant financial packages
๐Ÿงพ Hands-on with NetSuite, QuickBooks, Salesforce, HubSpot, Anaplan, ADP, and PowerBI
๐ŸŒ International experience โ€“ worked across U.S., LATAM, DACH region, and APAC markets
๐Ÿ—ฃ๏ธ Fluent in 5 languages โ€“ English, Spanish, Portuguese, Chinese, and Russian
๐Ÿ’ธ Personally managed over $1MM in successful UpWork billings โ€“ top-tier client retention
๐Ÿ”— Specialize in B2B, SaaS, consumer, and industrial sectors โ€“ both asset-light and CapEx-heavy businesses
๐Ÿง  Strong communicator, independently runs projects from concept to delivery with institutional-grade quality
๐Ÿš€ Available now for financial modeling, M&A execution, board reporting, and full-service outsourced CFO support