
Sophia
Corporate Finance Consultant and Investor Readiness Expert
Skills

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Work experience
Lead Financial Modeler & Startup Consultant
Consulting • Freelance
May 2024 - Present • 2 yrs 2 mos
Build dynamic, multi year financial forecasts (Income Statements, Cash Flow, Balance Sheets) for Canadian and international startups seeking angel investment and venture capital. Formulate data-driven valuation models and design premium investor pitch decks. Conduct detailed cost analyses and pricing strategies to optimize bottom-line revenue for e-commerce brands and tech companies
Senior Financial Analyst
Corporate Finance Institute • Full-time
Feb 2020 - Aug 2022 • 2 yrs 6 mos
Formulated comprehensive corporate financial models and presentation suites for capital raising campaigns. Evaluated market trends, conducted rigorous data analysis, and created automated tracking dashboards for executive leadership. Assisted small to medium enterprises (SMEs) with cash flow optimization and milestone planning prior to institutional funding rounds