I will provide a monthly cfo pack with pl, cashflow, mis, dashboards and insights

India

I speak English

I’m a CA and CFA Charter Pending finance professional with Big 4 (PwC) experience, delivering investor-ready financial models 📊 and FP&A support for startups and SMBs worldwide. I blend Wall Street r...

About this Gig

I provide a complete Monthly CFO and MIS Reporting Pack for founders and finance teams who want clear financial visibility and reliable month-end insights. The service converts your raw data into a structured, decision-ready report that highlights what happened, why it happened, and what to focus on next.

You receive a clean monthly pack including:

P&L review with key trends

Balance sheet insights

Cashflow and liquidity analysis

KPI and ratio dashboard

Variance explanations

Forward-looking commentary for next month

The pack is designed to support internal reviews, board updates, and investor reporting. Everything is delivered in Excel or Google Sheets, along with a polished PDF version if needed. The layout is simple, professional, and easy for your team to maintain.

This service is ideal for startups, SMEs, agencies, e-commerce brands, and service companies that want clearer financial reporting without hiring a full-time CFO. The report is fully customizable to match your business model and existing templates.