Waseem A.
Financial Modeling Expert | FP&A | Private Equity & M&A Support | CFA
✅ Available Now ✅ 7+ Years of Professional Experience ✅ 100% JSS | Top Rated Good day! I am a Chartered Accountant, CPA, and Financial Analyst specializing in Financial Modeling, FP&A, Transaction Advisory, Virtual CFO Services, M&A Support, and Private Equity Analysis. I help startups, SMEs, investors, and growing businesses make better financial decisions through clear financial insights, investor ready models, and strategic advisory support. My experience spans across industries including SaaS, e commerce, manufacturing, healthcare, consumer products, and professional services. Over the past 7+ years, I have worked with founders, private equity firms, and investment advisors on projects involving fundraising, acquisitions, budgeting, valuation, due diligence, and financial strategy. My work has supported businesses in securing up to $100M in funding, improving cash flow visibility, and driving sustainable growth. My core areas of expertise include: ✅ Financial Modeling and Forecasting Three statement financial models, operating models, cash flow forecasting, scenario analysis, KPI dashboards, and investor projections. ✅ FP&A and Virtual CFO Services Budgeting, monthly reporting, variance analysis, profitability analysis, strategic planning, and financial decision support for growing businesses. ✅ Transaction Advisory and M&A Support Quality of Earnings support, financial due diligence, EBITDA normalization, working capital analysis, acquisition modeling, and lender or investor ready financial packages. ✅ Private Equity and Investment Analysis Investment analysis, valuation models, portfolio reporting, deal screening, and financial analysis for investment and acquisition decisions. ✅ Business Plans and Investor Materials Business plans, pitch decks, and financial presentations designed to communicate growth potential and financial clarity to investors and stakeholders. I combine strong technical expertise with a practical business mindset to deliver financial solutions that are accurate, actionable, and easy to understand. Whether you need ongoing strategic finance support or assistance with a one time transaction, I focus on providing work that adds measurable value to your business. Kindest Regards, Waseem Ahmad Chartered Accountant | CPA | Financial Analyst Keywords: Financial Modeling, FP&A, Fractional CFO, Transaction Advisory, M&A, Private Equity, Financial Forecasting, Budgeting, Due Diligence, Valuation, Investor Reporting, Cash Flow Forecasting, Business Planning, Financial Analysis
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $131
Billed in all: $9,063$9.1k
$131 in the last 6 months
Across 24 contracts
Earnings, last 30 days
Skill rankings: Top 35% in Business Analysis
Ranked by MRR among everyone on Upwork with the skill.
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