Plan Matrix

Business Plan writing and Financial modeling

Fiverr • Freelance

Jun 2022 - Present • 3 yrs 11 mos

Providing investor ready business plans and advanced financial models to startups, SMEs, and entrepreneurs globally. Key Achievements: • Completed 95 plus successful projects with strong client satisfaction • Helped clients raise up to $500,000 in combined funding through bank loans and private investors • Delivered business plans for industries including healthcare, real estate, trucking, retail, tech, and food services • Built 100 plus custom Excel financial models with 3 to 5 year projections • Maintained high repeat client rate through quality delivery and on time completion • Assisted multiple clients in securing SBA loans and local bank financing • Designed pitch ready documents used for investor meetings and funding presentations Core Responsibilities: • Prepare complete business plans including executive summary, market research, SWOT, and growth strategy • Develop detailed financial projections covering revenue, expenses, cash flow, break even, and valuation • Conduct industry and competitor analysis to support realistic assumptions • Provide strategic financial insights to improve profitability and scalability This role demonstrates strong expertise in financial forecasting, investment planning, and strategic business development.

Junior Auditor

Accountant General Punjab • Full time

Nov 2021 - Present • 4 yrs 6 mos

Working in a government audit office responsible for examining public sector financial records, ensuring compliance with financial rules, and improving accountability. Key Responsibilities and Achievements: • Conduct audit of government departments and review financial statements • Verify expenditures, revenue records, and budget allocations • Ensure compliance with financial regulations and audit standards • Identify financial irregularities and prepare audit observations • Prepare audit reports with practical recommendations for improvement • Analyze vouchers, payroll records, pensions, and development project expenses • Assist in budget review and financial performance evaluation Through this role, I have developed strong skills in financial analysis, compliance review, risk assessment, and reporting. This experience strengthens my expertise in accounting, financial modeling, and business plan development.

Account Manager

MTBC • Full time

Nov 2019 - Nov 2020 • 1 yr

Managed client accounts and maintained long term business relationships. Acted as the main point of contact between clients and internal teams to ensure smooth project delivery. Key Responsibilities and Achievements: • Handled multiple client accounts and ensured 100 percent on time project coordination • Prepared financial reports, cost summaries, and performance updates for clients • Monitored budgets and controlled expenses to improve profitability • Resolved client issues quickly to maintain satisfaction and retention • Assisted in preparing business proposals and service agreements • Improved response time and communication process, which increased repeat business This role strengthened my skills in client communication, financial analysis, reporting, and business coordination, which directly supports my expertise in business planning and financial management.