Sumra L.
Fractional CFO | Financial Modelling | Treasury | Budgeting | Power BI
I help startups, SMEs, finance teams, and business owners convert raw financial and operational data into clear dashboards, forecasts, and decision-ready reports. With 14+ years of experience in treasury, corporate finance, banking, digital financial services, financial reporting, cash flow analysis, and business analytics, I bring more than technical dashboard skills. I understand what management, investors, and finance teams actually need to see before making decisions. My core services include: • Power BI dashboards • Tableau dashboards • Excel and Google Sheets dashboards • Cash flow forecasting • Budgeting and variance analysis • Financial modeling and projections • Business performance reporting • KPI and MIS reporting • Banking, fintech, and treasury analysis • Data cleaning, analysis, and visualization I have worked on finance, banking, treasury, liquidity, investment, operational, and business performance analysis, and I also teach business and finance students, which helps me explain complex numbers in a simple and practical way. My goal is simple: to help you understand your numbers, identify what is improving or declining, and make better business decisions with confidence. Tools I work with: Power BI, Tableau, Microsoft Excel, Google Sheets, Python, PowerPoint, and financial reporting templates. Let’s turn your data into a clear business story.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $1.9k
Billed in all: $3,418$3.4k
$482 in the last 6 months
Earnings, last 30 days
Skill rankings: Top 18% in Investment Research
Ranked by MRR among everyone on Upwork with the skill.
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