Shubham K.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.

Investment Banking Senior Associate | Financial Modeling Expert | Pitch Deck & Due Diligence | CFO Advisory With over 7 years of hands-on experience in investment banking, financial consulting, and corporate sectors across India USA and the UAE, I deliver top-tier financial analysis, modeling, and advisory solutions tailored to both buy-side and sell-side transactions. My record includes managing 50+ deals spanning private equity, M&A, and startup fundraising—serving clients from diverse industries including logistics, SaaS, e-commerce, fintech, energy, technology, manufacturing, and real estate. Core Services - Advanced financial modeling: DCF, LBO, 3-statement, market-multiple, and startup valuation frameworks - Investor-ready pitch decks, teasers, and confidential information memoranda (CIM) - Comprehensive due diligence for acquisitions and investments - FP&A strategy for SaaS, e-commerce, and logistics businesses - M&A and private equity transaction support: data room management, deal structuring, financial analysis - Virtual CFO and compliance advisory: SEBI, fund, cash management, and global operations - AI integration in financial modeling: leveraging automation for faster and smarter solutions Sector Experience - Electric Vehicles, Healthcare, Technology, Banking, Consulting, SaaS, Real Estate, Manufacturing, E-Commerce, Logistics, Agro Commodities, and Energy Track Record & Achievements: - Led teams of analysts and interns for high-quality, timely deliverables - Started and scaled startup advisory practices, supporting fundraising and growth strategies - Closed high-value projects with global PE firms, including a $10M plumbing business acquisition - Developed pricing policies, financial budgets, and standardized contract analysis in $200M+ multi-currency operations - Managed consolidated financials and budgeting across Africa, Middle East, and India - Audited listed companies, NBFCs, educational institutions, hospitals, and global business entities - Built and maintained strong business networks in India and the MENA region - Entrepreneurial experience: Co- founded a restaurant business in the UAE, involved in initial planning and marketing Skills & Tools - Financial Modeling, Research Analysis, FP&A, Pitch Deck Preparation, Business Planning - AI-based financial tools, Excel automation, PitchBook, analytical mindset, MIS and CMA report creation - Well-versed in integrating AI solutions into finance workflows, boosting accuracy and efficiency Commitment & Approach Clients benefit from a detail-oriented, analytical, and results-focused engagement style. Expect tailored models, actionable insights, and clear communication at every step from fundraising, acquisition, and compliance to ongoing advisory.