Shaelin M.
Fractional CFO | M&A Advisory | DTC & Wellness Brands
New York State CPA with 9 years of experience spanning public accounting, institutional M&A, operational finance inside high-growth DTC and wellness brands, and fractional CFO advisory. I help founders understand their numbers, make better decisions, and build businesses worth buying. I've worked as a financial analyst at a middle-market investment bank executing deals across the full M&A cycle, including modeling, due diligence, and transaction execution. I followed that with a corporate development role at a highly acquisitive company managing M&A activity from the buy side. From there, I moved into operational finance at consumer brands including AG1 and Resident Home, where the work was equal parts financial rigor and strategic influence. That means I know what acquirers look for, I've lived inside the businesses founders are building, and I understand the gap between clean books and a fundable, scalable, exit-ready company. How I can help: • Monthly CFO advisory: strategy calls, budget-to-actual analysis, cash flow forecasting • Financial modeling: 3-statement models, scenario analysis, and pro formas • Acquisition readiness: financial narrative, EBITDA normalization, diligence prep • KPI and variance reporting: dashboards and analysis that give leadership real clarity • Channel and margin analysis: especially for DTC, e-commerce, and multi-channel brands I work best with founders and leadership teams at $1M-$20M businesses who need a senior finance partner. If you're a founder who's ready to get serious about your numbers, whether you're scaling, fundraising, or thinking about what's next, I'd love to be that partner.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $22k
Billed in all: $40,631$41k
$22k in the last 6 months
Earnings, last 30 days
Skill rankings: Top 3% in Ecommerce
Ranked by MRR among everyone on Upwork with the skill.
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