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Business & Finance Fund Raising / Raising Capital

Financial Planning & Analysis

$50/hr Starting at $500

With 6+ years of Investment Banking experience at international banks and 2+ years in Private Equity, I provide expert Financial Planning & Analysis (FP&A) services to help businesses make data-driven decisions. Holding a Bachelor’s degree in Finance and having passed CFA Level 2, I specialize in financial modeling, budgeting, forecasting, and performance analysis across multiple industries.


What I Offer:

1) Financial Forecasting & Budgeting – Creation of accurate, data-driven financial projections tailored to your business goals.

2) Advanced Financial Models – Development of clear, functional, and flexible models to analyze revenues, costs, and flows.

3) Performance Analysis & KPI Tracking – Identification of key business drivers, trend analysis, and insights to optimize profitability. 

4) Scenario & Sensitivity Analysis – Strategic planning using what-if scenarios to prepare for market fluctuations and risks.

5) Cost Optimization & Profitability Analysis – Deep financial insights to improve margins, reduce costs, and maximize efficiency.

6) Investor & Management Reporting – Preparation of professional financial reports, dashboards, and presentations for stakeholders.

7) Expert Excel & Data Analysis – Fast and accurate modeling with sanity checks and data integration from Capital IQ and other sources.


I work with businesses of all sizes, from startups to publicly traded companies, providing actionable insights that drive growth and financial stability.

Let’s connect to optimize your financial strategy!

About

$50/hr Ongoing

Download Resume

With 6+ years of Investment Banking experience at international banks and 2+ years in Private Equity, I provide expert Financial Planning & Analysis (FP&A) services to help businesses make data-driven decisions. Holding a Bachelor’s degree in Finance and having passed CFA Level 2, I specialize in financial modeling, budgeting, forecasting, and performance analysis across multiple industries.


What I Offer:

1) Financial Forecasting & Budgeting – Creation of accurate, data-driven financial projections tailored to your business goals.

2) Advanced Financial Models – Development of clear, functional, and flexible models to analyze revenues, costs, and flows.

3) Performance Analysis & KPI Tracking – Identification of key business drivers, trend analysis, and insights to optimize profitability. 

4) Scenario & Sensitivity Analysis – Strategic planning using what-if scenarios to prepare for market fluctuations and risks.

5) Cost Optimization & Profitability Analysis – Deep financial insights to improve margins, reduce costs, and maximize efficiency.

6) Investor & Management Reporting – Preparation of professional financial reports, dashboards, and presentations for stakeholders.

7) Expert Excel & Data Analysis – Fast and accurate modeling with sanity checks and data integration from Capital IQ and other sources.


I work with businesses of all sizes, from startups to publicly traded companies, providing actionable insights that drive growth and financial stability.

Let’s connect to optimize your financial strategy!

Skills & Expertise

AnalyticsBudgetingFinancial ForecastingFinancial ServicesFundraisingModelingPrivate EquityRaising Equity CapitalRaising Loan CapitalVenture Capital

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