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Scott T.

Scott T.

Small Business/Startup Finance Expert | Modeling, Analysis

I am a seasoned finance executive with over a decade of experience in both corporate and startup environments, specializing in strategic financial planning, operational efficiency, and financial modeling. Having navigated the complexities of a $15B public company and led the financial operations of a VC-backed startup, I bring a wealth of knowledge in scaling businesses, optimizing processes, and delivering clear, actionable insights. In my corporate role, I managed a $2B P&L and led financial strategy for international business units, ensuring profitability while handling complex operations. In the startup world, I established the financial infrastructure from the ground up, led successful funding rounds, managed GAAP audits, and served as the primary financial liaison with the board and investors. CORE COMPETENCIES: Financial Modeling & Analysis: Building dynamic financial models to improve cash flow management, drive key business decisions, and assess ROI on strategic initiatives. Process Improvement & Automation: Streamlining financial operations by implementing efficient systems and automating repetitive tasks, reducing errors and freeing up team resources for more valuable work. Audit & Fundraising Preparation: Preparing audit-ready financials, data rooms, and reports for fundraising, acquisitions, and M&A processes. Strategic Financial Planning: Partnering with executive teams to create long-term financial plans, optimize working capital, and provide actionable insights for growth. Reporting & Dashboards: Developing real-time reporting tools and dashboards that provide clarity on financial performance, margins, and unit economics. I also handle board reporting, investor reporting, and lender compliance. Tech Implementation: Carta, Brex, Ramp, A2X, and other software solutions to make enable streamlined accounting & finance operations in your business. WHO I WORK BEST WITH: I thrive in high-growth environments where companies are scaling rapidly and need to professionalize their financial operations. Whether you’re transitioning from basic bookkeeping to more sophisticated financial analysis or preparing for your first funding round, I provide the expertise and structure necessary to elevate your financial capabilities. Typical clients include: Businesses experiencing rapid growth and outgrowing their current finance function. Companies needing advanced financial models and reporting to support strategic decision-making. Founders looking to move beyond basic accounting to more in-depth financial insights and operational efficiency. Organizations preparing for audits, fundraising, or acquisition with a need for clear, organized financial data. HOW I CAN HELP: Implement robust financial processes and ensure GAAP-compliant reporting. Build custom financial models to forecast cash flow, analyze pricing strategies, and improve profitability. Optimize working capital and ensure financial stability through proactive financial management. Lead audits and investor presentations, ensuring clean, organized data rooms. Provide CFO-level insights and reporting, helping you make informed decisions that drive growth. LET'S CONNECT! If you're looking for a finance expert who can not only handle the day-to-day but also provide strategic insights to grow your business, let's connect. I bring a hands-on approach and am committed to delivering results that align with your business goals. Whether it’s financial modeling, process improvement, or scaling your finance operations, I’m ready to make an immediate impact. Please don't hesitate to reach out! I'm happy to jump on a call and discuss your needs.

🇺🇸Richardson, United States$225/hr100% JSS5.00 (2)Since Jan 2024
GlobeUpwork

Earnings and projects

MRR (estimate)
≈$0

An estimate from an earlier read

World#332,729 / 412k
🇺🇸Country#51,258 / 62.1k
Revenue, last 30 days
$0
Total earnings
$2k

Billed in all: $2.1k

World#332,729 / 412k
🇺🇸Country#51,258 / 62.1k
Per project
$505
Projects, last 6 months
0
World#209,857 / 412k
🇺🇸Country#27,406 / 62.1k
Projects in all
4
0% fixed100% hourly
World#283,744 / 412k
🇺🇸Country#40,819 / 62.1k

Earnings, last 30 days

$2.1kNothing earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$2,100$2,125$2,150$2,175Oct 9Oct 24Nov 8

No data since Nov 5, 2026.

Skills