Banner Image


  • Analytics
  • Financial Analysis
  • Cash Flow Analysis
  • Accounting
  • Accounts Receivable
  • Collateral
  • Collections
  • Credit Risk
  • Descriptive Writing
  • Financial Forecasting
  • Financial Reporting
  • Formula
  • Fundraising
  • Investor Management
  • Management

Sign up or Log in to see more.


  • Financial Forecasting Models

    $65/hr Starting at $500 Ongoing

    Dedicated Resource

    I have built financial forecasting models as complex and complicated as seed funding for a P2P micro lender, and a Hiring & Cash Flow forecast for a CA Tech company that was used to secure Series A funding...

    Cash Flow AnalysisFinancial AnalysisFinancial ForecastingFormulaFundraising
  • Commercial Credit Loan Application

    $65/hr Starting at $500 Ongoing

    Dedicated Resource

    I will write an entire package to submit to a lender for loan approval. The Credit Request Summary (CRS) will include a description of the transaction, financial analysis using UCA method (same method...

    AnalyticsCollateralDescriptive WritingFinancial AnalysisPackaging Design
  • Commercial Credit Loan Underwriting

    $65/hr Starting at $500 Ongoing

    Dedicated Resource

    Will prepare financial analysis using UCA method of underwriting financial statements. I will not prepare an elevator analysis, I will get behind the numbers to understand why Liquidity, Leverage, Cash...

    AnalyticsCash Flow AnalysisFinancial AnalysisFinancial ReportingPerformance Engineering
  • Accounts Receivable Management

    $65/hr Starting at $500 Ongoing

    Dedicated Resource

    Accounts Receivable Policy & Procedures, functionality, best practices, client credit approval & limits, understanding the credit risk within the portfolio, reviewing clients with high concentrations...

    AccountingAccounts ReceivableAnalyticsCollectionsCredit Risk


Senior Finance Executive

Accomplished professional with demonstrable record In financial forecast modeling, managing credit risk in banking, bank regulatory, commercial finance, healthcare, wholesaler accounts receivables, insurance receivables, and franchising. Proactive in identifying issues with significant potential impact and developing solutions and systems that mitigate risk and improve collections.

Demonstrate broad expertise in: • Financial Forecast Models • Bank Credit Trained • Credit Underwriting • Asset Based and Fixed Asset Lending • Relationship Management • Financial Planning & Management • Staff Management & Development • Systems & Procedures • Acquisition Integration • Organization Building• Policies & Procedures • Process Improvement • Management Reporting • Special Assets • Cultural Change

Work Terms

I tackle any project with whatever it takes to complete it effectively and efficiently prior to the deadline that it is due for a client. I will use an means of communication, such as cell phone, text messaging, email, WhatsApp, Slackbot, FaceTime, Skype, Google Meeting, or any other method of communication a client may wish to use to communicate. I use FreshBooks to generate invoices, and prefer to have payment remitted either by Zelle for domestic clients, PayPal for foreign clients since it automatically converts the currency for the client on the front end.