Catherine J.Private profile: Upwork shows its earnings only to signed-in members, so we check it every few weeks, not daily. MRR here is a rough estimate (Upwork's six-month earnings ÷ months active). Last read Nov 5, 2026.

Let me streamline your business or help you start one! I am a CFA charter holder with experience as a CFO and a knack for financial modeling. I specialize in developing highly customized and automated models and systems related to finance, operations, project management, and data. My goal is to provide you with bespoke tools for managing your business that can replace costly software and subscription-based services. I have worked with businesses and on investments across a wide range of industries -- Much of my experience has been related to real estate, but I have worked on everything from cruise lines to crypto and everything in between! I can help you... - Create a new set of financial models for your business or enterprise. - Develop an underwriting model for your recurring projects. - Design a system to collect, model, and analyze data generated from your investments and day-to-day operations. - Generate internal systems to cut down on unnecessary recurring software expenses. - Automate administrative processes to enhance your operational efficiency. - Identify and solve your operational inefficiencies. - Create value-add by evaluating what you may currently consider to be useless data. Let me build you models and systems that are… - Automated and user-friendly. - Fully customizable to reflect project variation and future changes to your business or investment. - Able to reflect a wide range of scenarios and cases. - Highly detailed to allow you to “dig in” and collapsible to allow you to focus on the big picture. - Complete with a fully customizable set of exports for internal use or external distribution. - Designed to be easily updated when individual inputs or your entire business model changes.