Arshad Naeem

Senior Financial Consultant, Fractional CFO & Corporate Trainer

Upwork • Freelance

Feb 2022 - Present • 4 yrs 5 mos

Senior Financial Advisor providing high-impact financial clarity and strategic direction to 400+ global clients. I specialize in bridging the gap between complex data and actionable business strategy for startups and service-based enterprises under IFRS and US GAAP standards. Key Responsibilities & Achievements: Fractional CFO Services: Acting as a strategic partner for founders to manage budgeting, forecasting, and cash flow optimization, resulting in improved financial visibility. Advanced Financial Modeling: Developing investor-ready 3-statement models, DCF valuations, and scenario analyses for sectors including Real Estate (Thailand/Saint Lucia) and Energy (KSA). US Tax & Compliance: Executing precise Federal and State tax filings (1040, 1120-S, 1065) and GAAP-to-Tax reconciliations using Taxx Savage and Drake. Corporate Training: Designing and delivering executive-level training in Financial Modeling and IFRS for organizations like Aramco, Emaar, and Dubai Airport. Systems Migration: Leading large-scale data cleanup and reconciliation projects for transitions to platforms like NetSuite and QuickBooks Online. Performance Metrics: Consistently maintaining a 100% Job Success Score on Upwork and Level 2 status on Fiverr through reliable, high-accuracy deliverables. Technical Stack: Software: QuickBooks Online, Xero, NetSuite, Taxx Savage, Advanced Excel (Dynamic Arrays, Power Query). Reporting: IFRS, US GAAP, Management Reporting, and KPI Dashboards.