Khaled S.

My clients’ feedback, Upwork rating, and Job Success Score speak for themselves. I am your trusted financial advisor with 14 years of investment banking experience, backed by a CFA charter and an MBA. I specialize in outsourced CFO services and advanced financial modeling—helping businesses of all sizes gain clarity, control, and confidence over their financial future. My service portfolio encompasses outsourced CFO functions, creation of robust financial models in addition to enterprise/equity valuations using multiple approaches. ✅ Outsourced CFO Services (For Long-Term Engagements): I provide ongoing financial leadership as a part-time CFO, allowing you to access strategic financial insights without the cost of a full-time executive. Services include: • Monthly performance reports tailored to management and board-level decision-making • Budget vs. actual variance analysis with actionable recommendations • Rolling forecast updates based on actual results and evolving assumptions • Cash flow management and burn rate analysis • KPI dashboards and operational benchmarking • Strategic input for capital planning, scenario planning, and risk analysis. Whether you're preparing for growth, investor presentations, or simply want to elevate your financial control, I’m here to be your long-term financial partner. ✅ Financial Modeling & Strategic Analysis: I build dynamic, defendable financial models in Excel tailored to your unique needs. My models support: • Startups, scale-ups, and mature companies • 3-statement financial projections based on monthly/annual forecast drivers • Business/Equity valuations using more than one methodology and feasibility studies/capital budgeting • Group consolidations with intercompany eliminations • Monte Carlo simulation and Tornado analysis to evaluate risks and assumptions • Decision-ready dashboards that summarize the results in a visually clear, dynamic format My work is grounded in detailed historical analysis and delivers insights you can use with confidence in front of boards, investors, and internal teams. Let’s connect and discuss how I can support your business as your trusted financial advisor and outsourced CFO.