Arshad Naeem
Level 2
Expert Financial Consultant and Trainer
Compétences

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30 $US
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heurePortfolio
Expérience professionnelle
Senior Financial Consultant, Fractional CFO & Corporate Trainer
Upwork • Freelance
Feb 2022 - Present • 4 yrs 3 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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kjhag16

États-Unis
If you are looking for a specialist in US Tax Filing, look no further. Mr. Arshad reviewed my Form 1040 and W-2 workings with great precision and handled the submission perfectly. His 16+ years of experience truly shine through in his professional communication and high-quality results. I’m beyond satisfied with the service!
nigelfrancoi169
Client récurrent

États-Unis
Exceptional experience! Mr. Arshad reviewed, fixed, and submitted my Single Member LLC filing in an excellent way. He is highly knowledgeable in US Tax Filing and provides top-tier service that exceeds expectations. He is clearly the best in the field. Will definitely be returning for my future tax needs!
dsoltanii

Espagne
I had a tutoring session with Arshad for my firm valuation exams. I can tell that he is an expert in this field from the quality of the service he provided. He was very patient and gave me a good and concise summary of my lectures in a very simple way that helped me a lot. I recommend him to students who struggle with Corporate finance courses and accounting
cyerrah7
Client récurrent

États-Unis
Exceptional service! Mr. Arshad reviewed my S Corp workings, fixed all errors, and completed the filing with great care. He made a complex process feel seamless and stress-free. I truly value the 'invaluable insights' he provided throughout the review. For anyone looking for top-tier US Tax support, I highly recommend Mr. Arshad!
hhhamda94
Client récurrent

Émirats Arabes Unis
Exceptional experience! Mr. Arshad reviewed, fixed, and submitted my S Corp filing in an excellent way. He is highly knowledgeable in US Tax Filing and provides top-tier service that exceeds expectations. I will definitely be returning for my future corporate tax needs.

