Arshad Naeem
Level 2
Expert Financial Consultant and Trainer
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30 USD
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oraPortfolio
Esperienza lavorativa
Senior Financial Consultant, Fractional CFO & Corporate Trainer
Upwork • Freelance
Feb 2022 - Present • 4 yrs 4 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.
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dsoltanii

Spagna
I had a tutoring session with Arshad for my firm valuation exams. I can tell that he is an expert in this field from the quality of the service he provided. He was very patient and gave me a good and concise summary of my lectures in a very simple way that helped me a lot. I recommend him to students who struggle with Corporate finance courses and accounting
nigelfrancoi169
Cliente abituale

Stati Uniti
Exceptional experience! Mr. Arshad reviewed, fixed, and submitted my Single Member LLC filing in an excellent way. He is highly knowledgeable in US Tax Filing and provides top-tier service that exceeds expectations. He is clearly the best in the field. Will definitely be returning for my future tax needs!
hhhamda94
Cliente abituale

Emirati Arabi Uniti
Exceptional experience! Mr. Arshad reviewed, fixed, and submitted my S Corp filing in an excellent way. He is highly knowledgeable in US Tax Filing and provides top-tier service that exceeds expectations. I will definitely be returning for my future corporate tax needs.
alishuio

Regno Unito
I had a complete mess in QBO, but Mr. Arshad cleaned up, reconciled, and organized everything flawlessly. His expertise and attention to detail saved me so much stress. Will definitely work with him again!
omo333
Cliente abituale

Stati Uniti
He answered in a timely manner and has a deep understanding of this knowledge. Is willing to work and help with you and makes sure you understand the topic before moving on. Will work with him again if I need accounting help in the future!


