B&R Financial Modeling, Canada

Thank you for taking a moment to get to know me and my agency.
The video above holds special meaning — it was filmed shortly after I received my CFA Charter, and it captures the spirit of purpose and commitment that drives everything we do.

I'm a Canadian CFA Charterholder (#185489), I moved from Vancouver BC to Ukraine to lead a globally distributed financial strategy and analytics agency with an AI-first mindset. Since 2018, we’ve supported leading companies — including Sony, MedAvail, Red Bubble, and Unilever — with robust financial modeling, professional business valuation, and BI architecture.

My personal journey spans SaaS, blockchain, e-commerce, real estate, and manufacturing. It culminated in executive CFO roles that laid the groundwork for building a powerhouse team — including former CFOs from sectors like oil & gas, agri-business, and manufacturing. Together, we bring a deep reservoir of cross-sector financial insight.

At our core, we are modern, AI-driven fractional CFOs:
We help companies automate, scale, and sharpen their finance and analytics operations, blending classical financial rigor with next-generation AI tools. Our services span modeling, forecasting, pricing, valuation, and full financial systems design.

With 19+ years of experience across Canadian, US, Australian, Israeli, and Italian markets, and over $600M in real estate and startup fundraising facilitated, we stand at the intersection of precision finance and technological innovation.

Our toolkit includes advanced statistics, time series forecasting, and AI-enhanced automation using Python, R, SQL, DAX, M, VBA, Google Scripts, Power BI, Dynamics 365, and more. I personally placed #124 globally in the Financial Modeling World Cup, and continue to evolve our practice through AI development and integration.

We approach every project with long-term vision, guided by one of my favorite quotes from Warren Buffett:

“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
Let’s plant something together — something resilient, scalable, and truly exceptional.