Giovanni R.

Financial Modeling for Acquirers, Investors, and Operators

Expert-Vetted financial modeling and strategic analysis for acquirers, investors, and operators. I build investor-grade financial models, business plans, and pitch decks for clients raising capital, evaluating acquisitions, or preparing for strategic conversations. Recent project engagement: 5-year operating plan, integrated three-statement financial model, and investor pitch deck for a luxury wilderness lodge. Concurrent ongoing engagement: finance lead for a sponsor-backed multi-clinic acquisition platform financed by a $20M acquisition facility. Workstreams include the consolidated operating model, LP investor model, target valuation models, weekly cash flow, quarterly lender compliance, and Big-4 QofE integration into the deal models. Prior to Upwork, financial markets valuation specialist at PwC. Where I add the most value: — Driver-based financial models for acquisitions, capital raises, and strategic decisions — Business plans and investor decks anchored on the model rather than around it — Valuation work for operating businesses, real estate, and transactions — Buy-side QofE analysis and EBITDA normalization for sub-$10M acquisitions — Quarterly lender compliance reporting and covenant testing against credit agreements — Strategic financial analysis for owner-operators and search funders How I work: Most engagements are fixed-price project work in the $5K–$25K range depending on scope. Hourly availability for ongoing modeling support and analysis. I work fast, deliver clean output, and write quotes after we've defined what you actually need. Background: M.S. Finance and International MBA, Florida International University. Ex-PwC valuation. Recent platform-finance work across roll-up acquisitions and lender compliance. Expert-Vetted on Upwork (top tier), 100% Job Success across 51 engagements, 1,600+ hours delivered. Strategic Engagement Package — Financial model + business plan + investor pitch deck. Typical scope: $15K–$25K Financial Model — Driver-based, integrated three-statement output, scenario analysis. Typical scope: $6K–$12K Bank Financing Package — Projections, debt service analysis, lender presentation. Typical scope: $5K–$8K Buy-Side QofE & Valuation Package — Adjusted EBITDA bridge, owner compensation normalization, non-recurring and personal add-back review, deal-structure modeling, and indicative valuation against multiple scenarios. Typical scope: $4K–$8K Lender Compliance & Covenant Reporting — Quarterly covenant testing against your credit agreement, compliance certificate preparation, and lender package delivery. Quarterly: $3K–$5K. Monthly retainer: $8K–$12K Hourly modeling and analysis — $100/hr Message me to discuss your project.