Plan Matrix

Financial Modeling, FP&A, and Business Planning

Fiverr • Freelance

Jun 2022 - Present • 4 yrs 1 mo

Provide financial modeling, FP&A, and business planning services to startups, SMEs, and founders worldwide. Completed 95 plus client projects across business planning, financial modeling, and forecasting. Built custom 3 to 5 year financial models, including 3-statement models, forecasts, and scenario analysis. Built loan-ready and SBA-format financial projections for clients to use in their own funding applications. Created investor-ready financial forecasts and pitch-deck financial slides. Built financial models to support business decisions. Prepared business plan financial sections covering revenue, expenses, cash flow, break-even, and valuation. Delivered work across healthcare, real estate, trucking, retail, tech, and food services. Focused on clear communication, accurate work, and on-time delivery.

Junior Auditor

Accountant General Punjab • Período integral

Nov 2021 - Present • 4 yrs 8 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 • Período integral

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.