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goyal_ujwal

Ujwal Goyal

@goyal_ujwal

Financial Modeling, Budgeting and Dashboards for Startups

India
English, Hindi
About me
I help startups and small businesses turn messy numbers into investor-ready financial models, budgets, and dashboards — with big-bank rigor (ex-Wells Fargo) and startup speed. 4+ years in FP&A, MBA in Finance, CFA candidate. I've built annual operating plans from scratch, forecast cash flow for boards, and delivered 350+ financial business cases at Wells Fargo. I build 3-statement & fundraising models, budgets, MIS dashboards, and investor-ready decks — clear assumptions, easy to update. I over-communicate and hit deadlines. Message me to scope your project free before you order.... Read more

Skills

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goyal_ujwal
Ujwal Goyal
Offline • 
Average response time: 1 hour

See my services

Business Strategy & Innovation
I will build a startup financial model and fundraising model in excel
From$40 / projectMore details
Automations
I will automate your excel spreadsheet and build custom excel templates
From$20 / projectMore details

Portfolio

Work experience

Simplilearn

Assistant Finance Manager

Simplilearn

Mar 2025 - Jun 2026 • 1 yr 3 mos

Led month-end close, consolidation and MIS reporting. Built the end-to-end FY27 budget (AOP; ~INR 750 Cr target revenue, 400+ courses) from templates through forecasts, consolidation and scenario/variance analysis - presenting to senior management and the Board of Directors.

Wells_Fargo

Finance Associate / Program Analyst

Wells Fargo • Full-time

Jun 2022 - Mar 2025 • 2 yrs 9 mos

Core FP&A — budgeting, forecasting and variance analysis, plus monthly/quarterly close. Built 350+ branch-lease business cases using financial modelling (real estate feasibility, risk assessment, and recommendations). Developed MIS dashboards and led automation (Excel macros, Power BI) that cut month-end close time by 30%.

Morgan_Stanley

Fund Accounting Intern

Morgan Stanley

Apr 2021 - Jul 2021 • 3 mos

Fund accounting: daily price verification, reconciliation, and P&L analysis of client portfolios; supported hedge-fund operations, including illiquid assets and side-pocket arrangements.