Skip to content
BackNov 7
Mohit P.
Upwork badge

Mohit P.

CFO| AI Finops| Cash Flow| Financial Modelling| M&A| FDD| CA| CFA| PwC

⭐💵 Fractional CFO • FP&A • Financial Modelling • Valuation • Quality of Earnings • Finance & Ops Automation • 13-Week Cash Flow Forecast • Tax & Compliance Coordination • E-Commerce Finance • Shopify • Amazon • Xero • QuickBooks Online • Power BI • Airtable • CA • CFA Level III Cleared • Ex-PwC 💵⭐ 💵 Fractional CFO for founder-led businesses, with a specialism in e-commerce. I build the models, run the numbers, automate the finance operation, keep tax and compliance clean, and own the decisions the numbers lead to. Top Rated, 100% Job Success. 🚀 Most growing businesses do not have a revenue problem. They have a cash problem hiding behind revenue growth, a finance process that runs on spreadsheets nobody trusts, and a founder making decisions three weeks after the month closed. 🏆 Credentials and scale ✅ Chartered Accountant (CA) ✅ CFA Level III cleared ✅ Ex-PwC Transaction Advisory: buy-side and sell-side financial due diligence, quality of earnings, transaction-grade models, normalised EBITDA and working capital ✅ VP at a boutique US investment bank, $2B+ of transaction exposure across diligence, valuation and M&A ✅ Worked with clients from $5M to $140M+ in annual revenue, including a $120M+ e-commerce and distribution business and FP&A for a $400M+ technology-services company ✅ Client feedback on Upwork: "Solid QoE, wrote 50+ pages for 3 entities in 14 days with infographics, tables and % change relationships. Solid FP&A / DD professional with Big 4 experience." 💵 Fractional CFO and FP&A 13-week and 12-month cash flow forecasts that reconcile to bank Budgets, rolling forecasts and driver-based models: headcount, utilisation, backlog, pipeline, MRR, churn Forecast vs actual with the reasons, not just the variances Board and investor reporting, fundraising models, data-room readiness KPI dashboards in Power BI, Looker Studio and Google Sheets 📊 Financial modelling and valuation Three-statement models, DCF, comparable companies and precedent transactions Quality of earnings and financial due diligence for buyers, sellers and lenders Investor models and pitch financials for SaaS, D2C, real estate, cleantech and services businesses Model audits: I trace every formula, find the plugs and hardcodes, and deliver a findings memo before anything is rebuilt ⚙️ Finance and ops automation Month-end close, reconciliations and reporting rebuilt so the refresh takes minutes, not days Airtable-based finance and operations systems with approval workflows and exception reporting Power Query and SQL pipelines replacing manual spreadsheets Shopify, Amazon and marketplace reconciliation logic that ties payouts to the ledger automatically AI-assisted analysis with deterministic checks underneath, because AI reads validated data and never becomes the source of truth 🤖 🧾 Tax and compliance US sales tax, UK VAT and PAYE, EU IOSS, Australian GST and Indian compliance reconciled to source US foreign-owned LLC reporting, marketplace facilitator rules, filing calendars by state and country Clean workings and year-end packages for your CPA or local adviser, filings coordinated rather than guessed 🛒 E-commerce finance and operations Contribution margin CM1 to CM4 by SKU, channel and country after every fee, return and ad dollar SKU-level inventory forecasting, reorder points, weeks of cover and cash-gated purchasing; 19,000+ inventory movements analysed Break-even ROAS, CAC, MER, LTV and payback tied to contribution profit Amazon settlements and Shopify payouts booked gross to net with clearing accounts As part-time COO, managed a 10-person team across inventory, suppliers, 3PLs, marketing and finance 🛠 Platforms 📒 Xero, QuickBooks Online, SAP Business One, NetSuite 🛒 Shopify, Shopify Plus, Amazon Seller Central, TikTok Shop 💳 Stripe, Shopify Payments, PayPal, Airwallex, Wise 📐 Excel, Google Sheets, Power Query, SQL, Power BI, Looker Studio, Airtable 📣 Meta Ads, Google Ads, Klaviyo 🤖 Claude, ChatGPT ❓ Questions clients bring me 💵 Why is cash falling while revenue grows? 📈 What is this business actually worth, and will the numbers survive diligence? 💰 Which products, channels or contracts make money after everything is counted? 📆 What will cash look like over the next 13 weeks? ⚙️ How do we close the books in three days instead of three weeks? 🧾 Are we compliant in every state and country we sell into? 🔍 I audit before I rebuild. 🎯 I manage by exception. 📝 Every report ends with what changed, why, what it means, and what to do next. 💵 If you need a fractional CFO who can model, automate and keep you compliant, not just report, let's talk. 🚀

🇮🇳Jodhpur, India$29/hr100% JSS4.95 (6)Since Aug 2024

Earnings and projects

MRR
$3.5k

Last 6 months ÷ 6

World#9,986 / 412k
🇮🇳Country#1,240 / 45.9k
Revenue, last 30 days
$4.3k

Last 6 months: $21k

World#7,105 / 412k
🇮🇳Country#811 / 45.9k
Total earnings
$23k

Billed in all: $25k

World#128,563 / 412k
🇮🇳Country#17,701 / 45.9k
Per project
$1.1k

$1.3k in the last 6 months

World#115,666 / 412k
🇮🇳Country#14,503 / 45.9k
Projects, last 6 months
16
44% fixed56% hourly
World#8,871 / 412k
🇮🇳Country#1,284 / 45.9k
Projects in all
21

Across 22 contracts

45% fixed55% hourly
World#128,798 / 412k
🇮🇳Country#18,642 / 45.9k

Earnings, last 30 days

$24.9k+$4.3k earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$20.0k$22.5k$25.0kOct 8Oct 23Nov 7

Skill rankings: Top 1% in Scriptwriting

Ranked by MRR among everyone on Upwork with the skill.

  1. #4Chartered Financial Analyst123 freelancers · 🇮🇳 #1Top 3%
  2. #17Cash Flow Modeling238 freelancers · 🇮🇳 #1Top 7%
  3. #20Financial Analysis & Valuation498 freelancers · 🇮🇳 #2Top 4%
  4. #30Financial Projection635 freelancers · 🇮🇳 #4Top 5%
  5. #33PowerPoint Presentation1,329 freelancers · 🇮🇳 #3Top 2%
  6. #37Scriptwriting3,377 freelancers · 🇮🇳 #4Top 1%
  7. #59Forecasting1,032 freelancers · 🇮🇳 #6Top 6%
  8. #67Oracle NetSuite769 freelancers · 🇮🇳 #8Top 9%