Felipe M.

I help businesses turn messy data, unclear processes, and complex financial questions into clear financial models, reliable reporting systems, and better decisions. I am an Engineer with a Master’s in Financial Engineering, over 15 years of experience, and professional certifications in Financial Modeling & Valuation and Financial Planning & Analysis. As a Certified FMVA® and FPAP™ professional, and former COO/CFO, I bring a rare combination of technical, financial, and executive experience to every project. My work focuses on financial modeling, FP&A, forecasting, budgeting, valuation, reporting automation, dashboards, and decision-support systems. I help growth-stage and established businesses improve financial visibility, reduce manual work, and build tools that are accurate, scalable, and practical in real operating environments. I support clients who need help with: - Financial modeling, forecasting, budgeting, and long-range planning - FP&A support, KPI frameworks, and management reporting - Cash flow analysis, scenario modeling, and capital project feasibility - Business valuation, profitability analysis, and churn analysis - Pipeline analysis, revenue & cost modeling, and data migration - Excel and Google Sheets model design, cleanup, and optimization - Workflow automation and API-based integrations - Dashboards, reporting packs, and data visualization My approach is analytical, practical, and results-driven. I do not just build spreadsheets, I build decision-making tools that help clients understand performance, identify risks, and act with confidence. Core Skills: - Advanced Excel and Google Sheets - Financial modeling and FP&A - Forecasting and budgeting - KPI design and performance analysis - Cash flow and scenario analysis - Python and VBA - Workflow automation - API integrations - Power BI and Tableau - Dashboard design and reporting automation Certifications & Education: - Financial Modeling & Valuation Analyst (FMVA®) — Corporate Finance Institute - Financial Planning & Analysis Professional (FPAP™) – Corporate Finance Institute - FP&A Excel Modeling Specialization – Corporate Finance Institute - Master's in Finance & Management - Bachelor's in Engineering If you need a financial partner who can think strategically, build rigorously, and deliver fast, let's talk. I respond promptly and offer a free discovery call for qualified projects.