Financial Modeling and Business Plan Expert
I am a Certified Financial Analyst by training whose primary service offering is specialized in the following:
1. Financial Modeling Services - I possess an expert skill setmore...I am a Certified Financial Analyst by training whose primary service offering is specialized in the following:
1. Financial Modeling Services - I possess an expert skill set which enables me to prepare project financial models for my clients that reflect the anticipated cash flows of their projects as part of a Loan origination service. These Financial Models are prepared in accordance with recognized international financial modeling standards such as the FAST (Flexible Appropriate Structured Transparent) Standard and the SMART Financial Modeling Standard.
2. Business Plan Preparation Services - I assist my clients to formulate a Business Case that is bankable and to correspondingly prepare business plans that clearly articulate the key components and objectives of their underlying projects and businesses holistically so as to capture and clearly articulate the fundamental aspects of their entities.
I am also a financial markets trader with over 5 years profitable experience.
I am also well versed in other areas of finance and business management such as accounting and project management.
I am also involved in Freelance writing, in both business and academic natures.
I am a self-motivated, highly ambitious, and diligent individual who firmly believes in ensuring the highest possible standards when it comes to providing the professional services that I offer my clients.
I am based in Nairobi Kenya, Eastern Africa and ready to offer services on both a part time or full time basis depending on the needs of you, The Client. My primary motivation is to assist my clients achieve their goals and objectives through mutual engagement and cooperation, grounded primarily on my clients` needs with the sole objective of achieving your satisfaction. This I seek to achieve by first critically understanding what you require and addressing it exhaustively through high quality service offering while involving you via continuous interaction and communication.
My work will speak for itself and I guarantee you, you will be a repeat client. Your success is my success.
My work is founded on three key principles which are Quality, Timeliness and Professionalism.
I have a strong passion for business and entrepreneurship specifically in the area of Financial Management and Investments and hence that passion is what has driven me to seek to offer services professionally in this field.
Consequently, I have taken great steps to acquire the requisite skills to equip me with the necessary expertise so as to offer exemplary services to my clients.
In this regard, I hold a Bachelor degree in Finance (Honors) and am currently in the process of acquiring the CFA designation, having previously attempted the Level 1 exam twice. I have also undergone various courses on entrepreneurship.
I have over 5 years’ experience trading and investing profitably in various asset classes such as
3. Stock market Indices such as FTSE 100, S&P 500, DJIA and CAC 40.
4. Bond Markets such as US Treasuries, Gilts and German Bunds.
5. Commodities Futures Contracts such as Brent Crude Futures, Forex Futures and Index Futures Contracts.
Previously, I have been employed as an accountant in a major financial institution in my country.
I guarantee all my clients that I will give all that is required to see to it that your needs and expectations are met, beyond what you required. This I strive to deliver primarily driven by the expectations and requirements of you, my client and secondly through my work experience and knowledge, talents and skills that I possess relevant to the specific task at hand.
My skills and expertise enable me to offer services to among others the following class of clientele:
Business corporations seeking accounting services such as book keeping,
Entrepreneurs looking for high quality business plans formulated specifically to cater for their needs,
Individuals and institutions seeking tax preparation services, budgeting, financial analysis, proposal and report writing, spreadsheet preparation and analysis,
Freelance writing services at both academic and business levels among other services.
Specifically, I am well versed in the following areas and alongside each; I have given a brief description of my capabilities:
1. Business writing – I am well versed in offering services such as memorandums, proposals and report writing.
2. Accounting services such as bookkeeping, data entry, tax returns services available to either private or public organizations or individuals. Also, a firm understanding of Financial Reporting systems i.e. IFRS and GAAP; preparation of various financial statements such as income statements, statement of financial position and cash flow statements such that I am able to address any issues that may arise while delivering this services.
3. Analytical skills primarily in the area of financial statement analysis using various financial ratios.
4. Business plan formulation, either from scratch or at various stages the client may require, having been involved in a number of entrepreneurial courses and activities.
5. Corporate finance and strategy where I am well versed in among other skills corporate governance, capital investment decisions, mergers and accusations; financial risk analysis; and corporate restructuring.
6. Academic writing where am well versed in various citation and presentation styles such as APA , MLA, Harvard and Turabian.
7. Well versed in the project management process from Project initiation, to planning to project execution and then to control and validation and finally to project close out and evaluation.