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Skills

  • Banking Industry
  • Business Services
  • Dashboard Design
  • Financing
  • Fundraising
  • Graphs
  • Investor Presentations
  • Mergers and Acquisitions
  • Modeling
  • Pitch Decks
  • Private Equity
  • Raising Equity Capital
  • Venture Capital

Services

  • Build Complex Financial Model

    $5/hr Starting at $40 Ongoing

    Dedicated Resource

    Stop settling for static spreadsheets. I provide complex, dynamic financial models built using investment banking best practices (FAST Standard) to ensure your business is bank-ready and investor-approved...

    Banking IndustryBusiness ServicesDashboard DesignFinancingFundraising

About

Strategic Financial Architect | Ex-Investment Banker | SBA & Startup Specialist

With years of experience in the high-stakes world of investment banking, I bridge the gap between complex financial theory and actionable business growth. I specialize in crafting institutional-grade financial models and "bank-ready" business plans that have successfully secured SBA 7(a) loans, VC funding, and private equity investment for SMEs worldwide.

My approach is rooted in the FAST Standard of financial modeling: providing models that are Flexible, Appropriate, Structured, and Transparent. I don’t just deliver spreadsheets; I build dynamic decision-making tools featuring fully integrated 3-statement cores, granular sensitivity analysis, and automated debt-sculpting.

Whether you are a startup founder preparing for a Series A or an established SME navigating an SBA loan application, I provide the rigorous analytical depth and executive-level presentation required to win over lenders and investors. Let’s translate your vision into a professional financial narrative that commands respect.