Carlos C.

Senior Financial Analyst | Strategic FP&A, Treasury & Modeling

I am a Senior Financial and Treasury Analyst partnering with both enterprises and SMBs. I build robust financial models, manage treasury and FP&A functions, and distill complex data into the clear analysis that leadership teams rely on. Ultimately, my role goes beyond building spreadsheets. I act as a strategic partner, leveraging my experience at global leaders like AB InBev and Upwork to drive high-value business decisions. 💡 What I do: Financial Modeling & Decision Support • Build clean, adaptable financial models to forecast growth, evaluate pricing, and assess new business opportunities. • Analyze unit economics, margin performance, and ROI on major capital projects or expansions. • Work directly with founders and leadership to test assumptions and understand the financial impact of strategic decisions. FP&A & Executive Reporting • Manage end-to-end budgeting, rolling forecasts, and monthly actual-to-budget variance analysis. • Create straightforward reporting packages and board decks that highlight key takeaways without drowning stakeholders in unnecessary data. • Build public comparable benchmarking to provide context for performance and valuation. Treasury & Cash Management • Build and maintain reliable cash flow forecasts to manage liquidity and working capital needs. • Track debt compliance, covenant monitoring, and capital efficiency. • Prepare the financial data and supporting narrative required for fundraising, lender negotiations, or due diligence. 🏢 Industries I work in: CPG & E-commerce, PE-backed operating companies, Technology, and SaaS. Companies hire me because: • Data-Driven Clarity: I don't just deliver spreadsheets; I build dynamic models that give leadership the exact insights needed to scale confidently. • Bulletproof Financials: I ensure your reporting is structured for board members, investors, and lenders. • Autonomous Execution: I step in as a proactive partner, bringing enterprise-grade discipline to your finance function so you can focus on growth. Let's connect and elevate your financial strategy.