Haleema S.

FP&A | Financial Modeling | Financial Analyst | Cash Flow Forecasting | Excel, Power BI, Python & AI Automation I'm a financial analyst and FP&A consultant who builds financial models, forecasts and reporting systems in Excel, and then automates them so they update themselves instead of eating hours of your team's week. Top Rated, 100% Job Success, 5+ years of experience. Most finance teams I work with don't have a modeling problem. They have a time problem. The model exists, but every month someone downloads exports from QuickBooks, Xero or the CRM, pastes them into Excel, fixes broken formulas, rebuilds the same P&L and cash flow report, and sends it out late. I fix both sides: the model itself, and the manual work around it. WHAT I BUILD Financial Models & Forecasting 3-statement models, budgets, rolling forecasts, scenario and sensitivity analysis, cash flow forecasting, and fundraising or valuation models that founders and investors can actually follow. I also audit and fix existing models with broken logic or messy structure. FP&A Reporting Monthly P&L, budget vs. actuals, KPI and profitability reporting, and management packs. Built so that adding a new month takes minutes, not a full day. Cash Flow & Profitability Dashboards Excel, Power BI and Looker Studio dashboards for cash position, runway, margins, SKU and customer profitability, so leadership sees where the business stands without digging through files. Finance Automation & AI Accounting and CRM data pulled in automatically through APIs, reconciliations and month-end steps automated with Power Query, VBA and Python, and Claude/AI workflows that read financial files, summarize reports and flag issues. Reports can generate themselves as Excel, Word or PDF. A FEW EXAMPLES OF MY WORK Executive reporting: built reporting systems that bring data from multiple sources into one place for P&L, budgeting, forecasting and performance tracking. Real estate: built an Excel-to-Word reporting system with rent roll analysis that cut weekly reporting from hours to minutes and flagged upcoming lease expiration risks. E-commerce: built automated Python pipelines for vendor data feeds, improving data accuracy from 85% to 97% and saving 20+ hours every week. TOOLS Finance & Spreadsheets: Microsoft Excel, Financial Modeling, Power Query, VBA, Advanced Formulas, Google Sheets, Apps Script Reporting & BI: Power BI, Looker Studio, Excel dashboards Data & Automation: Python, SQL, REST APIs, Webhooks, n8n AI: Anthropic Claude, Model Context Protocol (MCP), OpenAI API HOW TO START You don't need a detailed brief. Just tell me what your month-end or reporting looks like today, for example: "Every month we export from QuickBooks, update our forecast in Excel, and rebuild the board report by hand." I'll review it, tell you what to fix in the model and what to automate, and we'll move forward from there.