Muhammad Mudassir N.
Financial Modeling | Equity Research | DCF Valuation | Excel Dashboard
Equity research, market research, financial modeling, and Excel dashboards built to institutional standard. I turn raw numbers into DCF valuations, 3-statement and real estate models, pitch decks, and portfolio monitoring that survive due diligence. ACCA Finalist | FMVA Certified | PwC-Trained | UAE Taxation Certified Every engagement starts with understanding your business, not copying a template. I build everything around your exact numbers, assumptions, and objectives. No locked sheets, no black boxes, no generic outputs. You own everything and can update it yourself. What I deliver: Equity Research & Portfolio 1) Equity research reports with integrated DCF and comparable company valuation 2) Portfolio construction and monitoring across US, Hong Kong, and China A-Share markets 3) Rules-based monitoring: stop-loss signals, drawdown ladders, position sizing 4) Stock screening and buy/sell analysis with clear, actionable conclusions Financial Modeling & Valuation 1) 3-statement financial models (P&L, balance sheet, cash flow, fully integrated) 2) Business valuation (DCF, comparable company analysis, asset-based) 3) SaaS modeling (MRR, ARR, CAC, LTV, cohort revenue, churn) 4) Real estate modeling (senior debt, seller financing, equity waterfall) 5) M&A, LBO, and deal structuring support Excel Dashboards & Automation 1) Interactive KPI dashboards and management reporting 2) Data cleaning: mixed date formats, duplicates, blanks, negative values, inconsistent text 3) Automated trackers and reporting templates, fully formula-driven 4) Budgeting, rolling forecasts, and monthly variance analysis Pitch Decks & Fundraising 1) Investor pitch decks built around the model, not slapped on top of it 2) 5-year projections, scenario analysis, and sensitivity testing 3) Investor-ready business plans and feasibility studies Accounting & Tax 1) QuickBooks Online setup, reconciliations, and management reporting 2) UK VAT returns, corporation tax computations, and HMRC compliance Recent work: 12-stock US equity research report with integrated DCF and comps for a portfolio migration, refined across multiple reviewer rounds AI-assisted portfolio monitoring system for an institutional investor managing US and Asian equity, with a rules-based weekly framework Interactive KPI dashboard built from messy source data (mixed formats, duplicates, blanks), cleaned and automated end to end 33-sheet SaaS model with cohort revenue, unit economics, and burn scenarios for a seed round Every deliverable is fully formula-driven, audit-ready, built to Big 4 standard, and backed by 7 days of free post-delivery support. Message me with: 1) What you need, 2) Your deadline 3) The single biggest number keeping you up at night. I'll reply with exactly how I can help.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $2.1k
Billed in all: $2,895$2.9k
$515 in the last 6 months
Earnings, last 30 days
Skill rankings: Top 18% in Investment Research
Ranked by MRR among everyone on Upwork with the skill.
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