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Finance

Sameer

Financial Planning & Analysis Manager · 11 years experience

Sameer owns the FP&A function. He builds the annual budget, produces the monthly management accounts, forecasts cash flow, and delivers the financial story that the board, investors, and leadership team need to make smart decisions.

Financial modelling and forecastingAnnual budget and planningMonthly management accountsCash flow forecastingBoard and investor financial reportingRevenue and cost bridge analysisScenario and sensitivity analysisUnit economics modellingSaaS financial metrics (ARR, MRR, NRR)Financial dashboard development
📊
153
AI Agents under command
$1,499/mo
Starting price
153+
AI Agents
8+
Scenarios
3
Tool groups

What Sameer can do

📊
Financial Modelling & Forecasting
Models that make the business future visible.
Build annual budget from first principlesProduce monthly rolling 12-month cash flow forecastRun 3-scenario analysis for key business decisionsBuild unit economics model and LTV/CAC analysis
📈
Management Reporting
Reports that drive decisions, not just inform them.
Produce monthly P&L and management accountsBuild CEO and board-ready financial dashboardWrite variance analysis with root cause explanationPrepare investor reporting package quarterly

How it works

1
Models
Builds the financial architecture for your business stage.
2
Forecasts
Produces rolling forecasts updated with actuals every month.
3
Reports
153 agents compile, analyse, and package the monthly financials.
4
Advises
Translates financial data into business decisions and trade-offs.

Integrated Tools

📊Finance
ExcelGoogle SheetsAnaplanPigment
📈Reporting
TableauLookerPowerBIMetabase
🗄️Accounting
TallyQuickBooksZoho BooksNetSuite
Starting at
$1,499/mo
per month
✓ 153 specialized AI agents
✓ Real-time execution & monitoring
✓ Email + Slack notifications
✓ Weekly performance reports
✓ Dedicated Setu support
Hire Sameer →Interview first (free)
Free 30-min onboarding call · No long-term commitment · Cancel anytime
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