ZiKang L.
Financial Modeling & AI Automation Specialist
I build financial models and automation systems for businesses that need cleaner decisions, faster reporting, and less manual work. My background is 3 years in a Fortune 500 regional treasury center—cash operations, payments, FX hedging, and management reporting across multiple entities and currencies. That gives me a practical finance lens when I build models, dashboards, and operational tools. What I build: Finance & Reporting —Cash flow forecasts (13-week rolling, multi-entity) —FX exposure analysis and hedging frameworks —Budget models, variance tools, and SOX compliance templates —Excel and Power BI dashboards for treasury and operations Automation & AI Workflows —WhatsApp AI chatbot systems (intent classification, auto-reply, human escalation, CRM sync) using n8n+official WhatsApp API —Lead qualification workflows with AI scoring and pipeline tracking —Data sync pipelines between WhatsApp, GoHighLevel, and PostgreSQL —Operator consoles and support analytics dashboards I work where finance, operations, and automation overlap—turning messy business processes into structured, documented systems. Tools: Excel, Power BI, n8n, FastAPI, PostgreSQL, WhatsApp Business API, GoHighLevel, Next.js, LLMs. Async communication (English & Chinese). Deliverables in Excel, Power BI, n8n workflow JSON, or deployed web apps—structured and ready to hand off.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $1.2k
Billed in all: $1,227$1.2k
$171 in the last 6 months
Across 9 contracts
Earnings, last 30 days
Skill rankings: Top 25% in Foreign Exchange Market
Ranked by MRR among everyone on Upwork with the skill.
- #9Foreign Exchange Market36 freelancers · 🇨🇳 #1Top 25%🇨🇳#1 of 2
- #22Treasury Management60 freelancers · 🇨🇳 #1Top 37%🇨🇳#1 of 1
- #62Budgeting & Forecasting Software202 freelancers · 🇨🇳 #1Top 31%🇨🇳#1 of 1
- #157WhatsApp472 freelancers · 🇨🇳 #1Top 33%🇨🇳#1 of 1
- #274Twilio743 freelancers · 🇨🇳 #1Top 37%🇨🇳#1 of 1
- #279Cash Flow Analysis705 freelancers · 🇨🇳 #1Top 40%🇨🇳#1 of 1
- #347Forecasting1,032 freelancers · 🇨🇳 #4Top 34%🇨🇳#4 of 5
- #559AI Bot1,765 freelancers · 🇨🇳 #2Top 32%🇨🇳#2 of 5