04/13/2025 updated
100 % available
Finance Leader | FP&A • CFO • M&A • Accounting • Modeling • SaaS • Private Equity • Finance
Chicago, USA
Worldwide
EconomimcsAccountingCertified Accounting TechnicianMergers and AcquisitionsData AnalysisBank StatementsCustomer Relationship ManagementCorporate FinanceBusiness ProcessesInvestmentsCost of Goods Sold (Inventory)Data RoomDue DiligenceHuman Resources Information System (HRIS)Enterprise Resource PlanningFinances
- 10+ years across Private Equity, Investment Banking, FP&A, Venture Capital, and CFO roles
- Former Senior Associate at a $300MM PE fund – executed 6+ control buyouts across manufacturing and logistics
- Investment Banking Analyst at Barclays – 5+ live M&A transactions, including Apollo Education and Outerwall
- Director of FP&A at Enfusion (NYSE: ENFN) – built IPO models, managed SaaS KPIs, and led board reporting
- Expert in 3-statement modeling, LBOs, DCFs, and operational forecasting – zero shortcuts, zero outsourcing
- FP&A leader managing $600MM+ P&L at a national managed IT provider with 3,000+ headcount
- Built 100+ investor and investment committee decks for PE, VC, and Series A–C fundraising
- Strong in due diligence, audit readiness, and GAAP-compliant financial packages
- Hands-on with NetSuite, QuickBooks, Salesforce, HubSpot, Anaplan, ADP, and PowerBI
- International experience – worked across U.S., LATAM, DACH region, and APAC markets
- Fluent in 5 languages – English, Spanish, Portuguese, Chinese, and Russian
- Personally managed over $1MM in successful UpWork billings – top-tier client retention
- Specialize in B2B, SaaS, consumer, and industrial sectors – both asset-light and CapEx-heavy businesses
- Strong communicator, independently runs projects from concept to delivery with institutional-grade quality
- Available now for financial modeling, M&A execution, board reporting, and full-service outsourced CFO support
Experience
Professional experience10+ years
Freelancer since2020
Languages
ChineseNative speakerEnglishNative speakerPortugueseNative speakerSpanishNative speaker
Project history
- Lead finance and FP&A for a $600M+ managed IT & cybersecurity business with 3,000+ employees
- Built a dynamic 3-statement model from scratch—incorporating bookings, rev rec, COGS, SG&A, and capex
- Created monthly and quarterly forecasting tools for the CFO and board to drive strategic insight
- Owned full P&L forecasting across COGS and OpEx—including headcount, onboarding costs, and G&A
- Partnered with Sales daily to analyze pipeline, churn, upgrades, and new installs via Salesforce
- Built board and ELT materials from scratch, presenting clear financial narratives
- Served as key architect of financial models used for decision support, capital planning, and investment case building
- Supported a global event ticketing platform during a post-Series B restructuring and strategic refocus
- Built and maintained 3-statement models for long-range planning and cash flow management
- Led expense forecasting and headcount planning to optimize runway during uncertain post-COVID recovery
- Integrated ERP with Stripe, payroll, and HRIS systems to streamline financial operations
- Owned accounts receivable, vendor payments, and monthly close processes
- Collaborated across international teams during remote-first operations in Japan, Singapore, and the U.S.
- Supported finance team at Enfusion, a cloud-native SaaS provider for hedge funds and asset managers
- Platform unified order/execution management, real-time P&L, portfolio accounting, and risk across front-to-back office
- Led 3-statement modeling for IPO (NYSE: ENFN), including ARR, CAC payback, and gross margin by module
- Modeled gross gains net of execution costs to align with hedge fund billing structures
- Built forecasts for SaaS revenue tied to AUM and trading volume; improved implementation fee recognition
- Integrated Salesforce, NetSuite, and payroll systems to support IPO audit readiness
- Supported M&A diligence and modeling for strategic tuck-in acquisitions in 2021 (e.g., OEMS integration partner)
- Worked with CFO and finance leadership on investor materials, analyst Q&A prep, and board reporting