Arshad Naeem
Level 2
Expert Financial Consultant and Trainer
Skills

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Work experience
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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Rating Breakdown
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noura_alz

United Arab Emirates
Arshad is highly professional in accounting, and his teaching style is clear and easy to understand. I would highly recommend him to anyone looking to study.
alishuio

United Kingdom
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
Repeat Client

United States
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!

zchmielewska
Repeat Client

Poland
Great work! Arshad has a great knowledge and is able to explain complex topics in an easy and intuitive way. He communicates well and is very professional. Highly recommend!
aisha_alh

United Arab Emirates
He is an excellent teacher. His explanations are clear, and he always makes sure I understand before moving on. Very professional and easy to work with.

