Hire the best Financial modelers

Check out Financial modelers with the skills you need for your next job.
Clients rate Financial modelers
Rating is 4.8 out of 5.
4.8/5
based on 6,417 client reviews
  • US$95 hourly
    I am a fractional CFO with significant financial and operational experience in multiple industries. Current clients are in construction, e-commerce, services, and manufacturing. My experience as CFO covers companies from $1MM to $60MM in annual revenue in various stages of their life cycle. I have significant expertise in banking relationships and building proper capital structures to enable rapid growth. Past work experience includes publishing, construction, stainless steel fabrication, e-commece, and non-profits. What I can do for you includes: • Help allocate resources for optimum growth and profitability. • Improve your revenue and cash cycles. • Build infrastructure and processes to make it easier to run your day-to-day operations. • Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. • Give you visibility into your performance for the next 12-36 months, • Predict and plan for future opportunities, • Show you where potential potholes are and help you to avoid them, • Raise cash, get financing, and negotiate loans, • Build your company’s value so investors and buyers will be willing to pay larger multiples for your business, and • Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.
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    Financial Policies & Procedures
    Insurance & Risk Management
    Corporate Governance
    Startup Consulting
    Business Planning & Strategy
    Cash Flow Analysis
    Financial Accounting
    Cash Flow Modeling
    Pro Forma Statement
    Financial Analysis
  • US$28 hourly
    I have more than 10 years of experience in finance, accounting and market analysis fields. Usually, these activities were combined with manager assistant’s duties. As result, I have the following skills: In accounting (accounting records according to IFRS and tax accounting standards); In finance: - Financial planning (development of financial models for projects; budgeting for companies); - Management accounting (implementation and monthly reports). - Financial analysis (NPV, Payback period; Profitability ratios; Break-even point, IRR, Discounted Payback period calculation). As administrative assistant: - Documents processing (drafts of agreements preparations, writing procedures, data entry); - Preparation of presentations in PowerPoint/ Keynote); - Email Communication; - Payments control; - Social media management ( Facebook, YouTube, Instagram); - Content management. Work with Wordpress and Tilda sites. As investment and marketing analyst: - Market analysis ( market size; competitors; partners determination; other marketing researches); - Project analysis (reachability of financial indicators, market share, etc.) If my knowledge and skills are useful for you I will be happy to help you.
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    Business Plan
    Financial Analysis
    Financial Reporting
    Forecasting
    Management Accounting
    Project Analysis
    Cash Flow Analysis
    Microsoft Excel
  • US$195 hourly
    Hi! Upwork uses my first name, Royce, but I go by Aaron (my middle name). I am a quantitative /systematic trader that also helps others with all things related to running algorithmic trading systems. This includes tasks such as system modeling/backtesting, data collection/storing, signal processing based on technical indicators, portfolio and position risk management, etc. I am a skilled programmer that writes well documented and organized code that is easy to follow and build upon. I provide even more value with my trading knowledge and experience. I've contributed to hundreds of successful projects to date, and look forward to taking on many more. Some of my specialties includes using QuantConnect (where I am a recommended consultant), Interactive Brokers API integration, TradeStation, and TradingView. I've learned a lot about technical analysis going through the Chartered Market Technician (CMT) program where I've passed the first 2 of 3 exams on my first try. My past and current clients include investment/financial advisors, portfolio managers, CTAs, and professional traders. I also work with individuals that are just getting started in trading. Check out the testimonal below to see what an active client who manages around 150M+ AUM had to say about working with me. If you are interested in learning how to write algorithms for QuantConnect, I've created a training course of 22 different algorithms that I explain in 27 videos, almost 17.5 hours of instruction. Message me if you are interested, and I can send you more information.
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    Trading Strategy
    Trading Automation
    Financial Trading
    Derivatives Trading
    Quantitative Finance
    Quantitative Analysis
    Project Risk Management
    Forex Trading
    Quantitative Research
    Algorithm Development
    Python
    Cryptocurrency
    Investment Research
    Financial Analysis
  • US$25 hourly
    "Farhan Patel Has done a fantastic Job. He was able to go above and beyond what was requested. He also made plenty of welcomed suggestions on how I could improve the task. I will use him again." "Highly diligent qualified accountant who is a number genius and looks to maximize client's returns. I hired Farhan to deliver his expertise with a business plan. His skills were superb in balance sheet, P&L statement and cashflow forecast. He spent copious amount of time explaining the numbers, and how they were calculated. Thank you and I'll be coming back to you for more work." "Farhan did a great job for me, i would recommend him for anything in his interest." These are a few testimonies from my valuable clients on Upwork. I love playing with numbers and passionate about my work. Being a certified chartered accountant (ACCA, UK), having nine years of practical experience, I can be a complete accounting solution for your business. My objective as an Accountant is to save my client's tax money and critically analyze the outcome to ascertain the actual position. I'm a person who believes in smart work, utilizing my proficiency in MS Excel and finding ways to implement controls and streamline financial discrepancies with consistently strives to boost the business's productivity. I am QuickBooks ProAdvisor, Xero Certified User, and Wave ProAdvisor. I do everything to provide excellent services to my clients using the above applications on an ongoing basis. Apart from accounting and bookkeeping, I have got proven experience in the following fields: 1. Internal Audit 2. Projections & Cashflow 3. Financial Modeling 4. Business Plan 5. Reconciliations 6. Collection & Recovery 7. Financial Analysis 8. E-Commerce 9. Real Estate 10. QuickBooks / Xero / Wave Setup 11. 1099 Reporting 12. Tax Filing
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Visual Basic for Applications
    Data Analysis
    Google Docs
    Bookkeeping
    Xero
    Financial Analysis
    Business Writing
    Business Plan
    Wave Accounting
    Intuit QuickBooks
    Balance Sheet
    Bank Reconciliation
    Financial Audit
    Microsoft Excel
  • US$40 hourly
    Consumer internet and CPG finance executive with Financial Planning and Analysis (FP&A) core experience and cross-functional experience in Analytics, e-commerce, Business Development and Corporate Development.
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    Company Valuation
    Cash Flow Analysis
    Google Sheets
    Intuit QuickBooks
    Google Analytics
    Financial Analysis
    Financial Accounting
    Financial Planning
    Data Analysis
    Management Accounting
    Microsoft Excel
  • US$95 hourly
    Accomplished Harvard-educated MBA executive with broad experience and recognized success in real estate acquisitions, finance, and development. Key role in over $6 billion in new multifamily construction projects and sales, with over 58,000 units during a 20-year period. Expertise in real estate taxation, appraisal, entitlements, feasibility studies, and real estate loans and syndications, including construction loans, tax-exempt bonds, and private placement syndications. Have developed numerous loan and equity feasibility packages for lenders and investors.
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    Construction
    Microsoft Word
    Financial Presentation
    Real Estate
    Valuation
    Microsoft Excel
    Financial Analysis
  • US$175 hourly
    I am a Certified Public Accountant with a Masters in Accounting, specializing in tax preparation. I have years of experience helping clients save money with my knowledge of tax law for business and individual taxes. My main goal with a client is to help them understand their tax situation and help them succeed in their financial goals, including a forward look approach to ensure the client receives the maximum deductions to increase cash flow, by offering tax planning and business consulting. My specialty is in small business, including accounting, tax preparation, and tax consulting to ensure that the business entity type is best suited for your needs and the most tax advantageous. I also offer accounting services, where my main goal with clients is to ensure that their books and financial statements accurately reflect their finances. With accurate financial statements, businesses can see their strengths and weaknesses, which will help them continue to grow their business and succeed. In my accounting business, my main goal is for my clients to be successful and help them by offering not only accounting and tax preparation services, but also business consulting on what is the most advantageous business entity type and taking a forward looking approach to see what they can do in the future to grow their business. I have worked with several small business owners just starting their business by setting up their accounting software and chart of accounts, creating a business strategy, including tax planning, to maximize cash flow to prepare them for success.
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    Tax Strategy
    Xero
    Intuit QuickBooks
    Financial Analysis
    Income Statement
    GAAP
    Bookkeeping
    Tax Return
    Tax Planning & Advisory
  • US$150 hourly
    Former TradeStation EasyLanguage Engineer who answered 17,000+ TradeStation EasyLanguage Forum questions for Traders and Developers. Developed thousands of strategies/indicators and the most advanced products available which enhance automated trading. Degreed Electrical Engineer with a MBA. I am thoroughly versed in TradeStation nuances and I build on a strong foundation of listening to the customer, bringing clarity to the issues, and finding solutions to the problems. I ask the questions that help you rigorously define your project and decide if it is possible, affordable, and ultimately, desirable. There are many paths that can be taken when writing code. How the code is written can impact how efficiently your strategy trades. Having been exposed to so many other trader's and developer's code and to finding solutions for their issues, I bring a broad perspective to coding and a deep understanding of just how to effectively and quickly code in TradeStation EasyLanguage while avoiding non-obvious pitfalls.
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    TradeStation
    EasyLanguage
    Object-Oriented Design
    Statistical Analysis
    Six Sigma
    Financial Analysis
  • US$80 hourly
    I am experienced in all areas of finance with great analytical skills. I am a certified tax consultant in Germany.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Analysis
    Tax Law
    Accounting Basics
    Tax Planning & Advisory
    Financial Reporting
    Bookkeeping
    Financial Accounting
    Tax Return
    Bank Reconciliation
    Account Reconciliation
    Accounts Receivable
  • US$50 hourly
    Everyone has a certain tolerance for risk. From free solo mountain climbers to work-from-home accountants, we all land somewhere on the spectrum. With a bachelor’s degree in finance, a QuickBooks ProAdvisor certification, and an admission to practice before the IRS as an Enrolled Agent, you might assume you know where I land… But I love risk! It’s the reason entrepreneurs disrupt established markets, it’s a critical feature of any high-return investment, and, above all, it makes the world a more interesting place. You simply can’t have innovation without risk. But – not all risk is equal. As wonderful as it is to start your own business or to cash in big on a winning stock, that excitement will fade quickly if you don’t have your ducks in a row. Financial disorganization and poor tax planning are the kinds of risks that offer zero reward. This is where I come in. My firm, Dubbels Bookkeeping & Tax, works tirelessly to ensure my clients waste no time slogging through books or struggling through tax returns. This leaves them with plenty of opportunity to take those calculated risks, while maintaining the peace of mind that the important things are accounted for. To those interested in working together, I’m offering: Reliable & Timely Financial Management: - Monthly financial account reconciliation - Accounts Receivable/Payable: invoice issuance, bill pay, collections, reporting - Payroll, including quarterly tax filings & contractor payments - Financial statement preparation & presentation: P/L, Balance Sheet, Cash Flow - Estimated/sales tax calculation & payment - Financial Forecasting: Proactive analysis and prediction of financial trends Swift & Precise Tax Preparation: - Individuals: Form 1040, Schedules A, B, D, E - Business owners: Schedule C (1040), Forms 1065, 1120S, 990 - Planning strategies to maximize deductions & avoid unnecessary taxable events - Tax Analysis: Evaluation of tax implications and strategic planning for optimal outcomes
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    Account Reconciliation
    Accounting
    Financial Reporting
    Finance & Accounting
    Financial Analysis
    Data Management
    QuickBooks Online
    Financial Statement
    Bookkeeping
    Bank Reconciliation
    Payroll Accounting
    Communication Skills
    Tax Preparation
    Intuit QuickBooks
  • US$150 hourly
    I spent four years as an investor at multi-billion dollar hedge funds before launching my own startup. Prior to investing, I was a management consultant for three years and earned a law degree from Columbia and a Master's in international finance from Tufts. I also hold a B.S. in Math from Yale.
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    Visual Basic for Applications
    Competitive Analysis
    Forecasting
    Business Plan
    Financial Analysis
  • US$500 hourly
    Is your business ready for a CFO? While all businesses can benefit from expert financial guidance, it really depends on your goals. Do you have a vision for the future of your business? Do you know what steps you need to take to realize this vision? If your business is growing (or struggling), you need a proactive approach to financial management. This is where professional financial advice becomes crucial. As an experienced CFO I can help your business: -Develop a solid accounting infrastructure with strong internal controls and segregation of duties for accurate and reliable financial reporting. -Manage and improve cash flows so that the business has enough cash available at the right time to take advantage of any attractive opportunities. Cash is the lifeblood of any business. You can easily go broke while making a profit if your business lacks proper cash management. -Implement and oversee company budgets with an emphasis on reducing cost and plugging any money leaks. -Prepare and analyze financial statements in real time to support strategic decision making. -Establish key performance indicators. -Financial forecasting for growth and business development. -Measure financial results and course correct accordingly. -Provide CEO coaching and financial education for confident decision making. You likely already have an accountant or bookkeeper to compile and reconcile your books and a CPA to prepare and file tax returns. Keep in mind that a CFO is different. An experienced CFO is an expert in financial management. I don't replace your accounting and tax team. The cost of hiring a full-time CFO can range from $120k to over $250+ per year (not including bonuses, benefits, and employer taxes). Most small to medium sizes businesses are not at a stage where they need to hire a fulltime CFO. Hiring a CFO on a consulting basis can give you the experience you need at a fraction of the costs. I’m a CFO/CPA with 15+ years of financial management and accounting experience. I have a diverse background and have supported businesses of all sizes in a wide array of industries. I provide financial, operational, and analytical support to small and medium size businesses and nonprofit organizations. Main industries I serve are: Construction, SaaS, IT, Cybersecurity, Nonprofit, Professional Services, and others. Contact me for a free consultation.
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    Budget Planning
    Budget
    Forecasting
    Construction
    Cash Flow Analysis
    SaaS
    Nonprofit Organization
    Corporate Finance
    Financial Reporting
    Financial Management
    CPA
    Financial Analysis
    GAAP
    Internal Control
  • US$150 hourly
    Howdy! I am a seasoned commercial real estate advisor specializing in contract creation/negotiation and investment analysis that also loves helping businesses grow and develop new strategies from a high-level technical standpoint, whether it's product development or financial strategy. I'm looking forward to hearing what your goals are and assisting you in your project. —$1B+ in real estate asset underwriting and due diligence —Real estate tech co founder x2 (data science and valuation) —10 years in real estate development, management, legal & financial advisory —7 years web product development and deployment —4 years blockchain governance and innovation
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    Real Estate Appraisal
    Contract Drafting
    Real Estate Law
    Contract Law
    Financial Analysis
    Commercial Lease
    Financial Projection
    Real Estate Financial Modeling
    Blockchain
    Startup Consulting
    Cardano
    Real Estate Investment Assistance
    Legal Agreement
    Real Estate
  • US$65 hourly
    I am a finance and accounting professional with 15+ years of experience, including an audit background in Big4. I currently serve as a CFO, specializing in industries including SaaS, E-commerce, Gaming, IT Service and Manufacturing. I am Fractional CFO equipped to optimize your finance department or build one from the scratch: - Accounting - Financial reporting (standalone and by projects) - Budgeting - KPI dashboards - Automation and process set up. In my work I use Odoo (open source business apps) that cover all company business process. In addtition, I have deep expertise in Financial modeling for existed projects and startups. Over the past few years, I have specialized in raising financing for startups by extensively creating financial models and developing investor pitches , VC presentations. In addition to my experience and personal qualities, I have a solid educational background in finance, and I have Advanced Diploma in accounting and business from ACCA (Associate Chartered Certified Accountant)
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    Financial Planning
    Company Valuation
    Budgeting & Forecasting Software
    Pitch Deck
    Ecommerce
    Xero
    Financial Analysis
    Odoo
    Financial Reporting
    Financial Accounting
    Cash Flow Analysis
    Financial Projection
    Balance Sheet
    Chart of Accounts
  • US$160 hourly
    My core service offerings focus on fully supporting the accounting, finance and analytics needs of growing businesses. I work with companies to utilize financial and operational data to make informed decisions. If you need insights into what is going on with your business and developing a strategic plan for growth, then I can help. About Me: ● Possess a unique combination of accounting, financial analysis, and data visualization work experience. ● Hold a Masters of Accountancy degree and an active Certified Public Accountant license in Georgia ● Offer over 14 years of accounting experience and 8 years of data visualization development ● Serve as outsourced Controller to multiple businesses in the technology, hospitality/foodservice, retail, real estate, healthcare, service-based, non-profit, and manufacturing spaces ● Develop and publish over 100 executive level and operational Tableau dashboards using data from a variety of business areas and data sources Allow me to add value to your business by providing: ● Streamlined solutions to the accounting function which increase efficiency ● Oversight of your accounting activities to ensure separation of duties and enhance internal controls ● Data analytics services to help uncover trends and patterns to give you a competitive advantage ● Continuous monitoring of financial activities to identify irregularities and alert you to potential fraud ● Financial planning and analysis to help you discover the best course of action for the future I believe a picture is worth a thousand numbers and pride myself on creating easy to understand visuals that provide insights into the financial and operational activity of businesses. I am forward thinking and help clients understand where they stand today so that they may develop realistic expectations for the future. I look forward to earning your business!
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    VLOOKUP
    Financial Analysis
    CPA
    Bookkeeping
    Data Analysis
    Microsoft PowerPoint
    Tableau
    Microsoft Excel
    Data Visualization
    Google Sheets
    Intuit QuickBooks
  • US$50 hourly
    I'm a professional data scientist and full-stack developer with a strong orientation in quantitative finance. I've created, backtested, and implemented trading algorithms both for myself and for multiple clients. Being an economist with an MSc in Quantitative Finance, in addition to having strong python, database, and overall data science skills make me a strong candidate for developing robust systems. Having had experience in developing WebApps, I also have vast experience in scraping alternative data. Working full-time as an algo developer keeps me updated on the most recent trends, both in the academic and the applied sectors.
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    Financial Analysis
    Data Analysis
    Machine Learning
    Bot Development
    Python
    SQL
    Data Extraction
    HTML
    PostgreSQL
    Data Scraping
    API
    Data Science
    Quantitative Finance
    Django
  • US$20 hourly
    *Certified Public Accountant, Expert in Accounting Systems such as BizBox, QuickBooks, PeachTree, and Excel Accounting Workbooks *Inventory Management Expert *Business Start-Up Consultant *Accounting and Internal Controls Process Flow Consultant *Financial and Business Analysis Expert *Powerpoint Business Presentation Expert As a Certified Public Accountant, I provide tax computation and advisory. I can also offer all around accounting, bookkeeping, systems designs, internal control set up, audit, streamlining of processing and financial analysis. As Inventory Management Expert, I can design inventory process flow customized to your business needs. I can design forms, templates and inventory reports that will optimized inventory efficiency and minimize inventory holding cost. With the innate nature of the loving challenge, I welcome start-up businesses and troubleshooting tasks that will put my more than 15 years of work experience to good use.
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    QuickBooks Online
    Inventory Management
    Financial Analysis
    Cost Accounting
    Financial Accounting
    Business Management
    Corporate Tax
    Business Analysis
    Bookkeeping
    Business Modeling
  • US$95 hourly
    My goal is to help enable the transition towards a more sustainable low carbon economy by creating high-quality and engaging ESG/sustainable/impact investment-related research and content for forward-thinking clients. For example, I often write/research articles, thought pieces, newsletters, copywriting for websites/emails, and I also work on sustainability reports and strategies for companies and fund managers. I’m open to helping with all sustainability-related writing/research projects. I work quickly, on a flexible schedule, and I work well under deadlines. Here's a summary of my background: - Passionate about writing in a way which simplifies complex subjects and makes them engaging and fun to connect with audiences at scale: - Passion for enabling positive environmental & social change; - Chartered Financial Analyst with 20 years of sustainable investment analysis; - Masters in Carbon Management - focused on climate change investing; - Extensive specialist experience in ESG, sustainability, climate change, ethical / impact investing, and natural capital; - Long term track record of managing capital ($1bn+) with strong performance and ESG/ethical outcomes; - Specialist impact investment research/understanding; - Collaborative team player with a positive attitude; - Adaptive, flexible & goal-focused; - Multi-lingual - in the languages of finance, science/conservation, farming, and government. And some recent client feedback: "Simon is an excellent writer and has been a great asset to the team. Sharp, quick and able to create personality in complex financial topics. He is eager to learn new domains and write things that are a joy to read. Will 100% be hiring him again." Qayyum, ESG Analytics "Simon worked on a Sustainability project with me. It was a delight to work with him, as I found him knowledgeable, collaborative, hard-working, and flexible. I highly recommend hiring Simon!!" Asha, Global Delta Capital "Very responsive and provided a research backed article for us with a very quick turnaround. Will continue to use!" ESG team, K2Fly "Simon was great to work with. Delivered as per expectations and great communication. Highly recommended." Rohit, Floofers
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    Report Writing
    Newsletter Writing
    Financial Analysis
    Writing
    Investment Strategy
    Sustainability
    Copywriting
    Company Research
    Investment Research
  • US$45 hourly
    Hello, I'm a business-finance bachelor's graduate - I have worked with various clients in different industries - Consulting, Healthcare Group, Law Firm, Real Estate, E-Commerce, Staffing, etc. from the admin to the accounting & finance side. I have the eagerness to learn, I work independently, with excellent communication and analytical skills, creative-working, and time management. Here are some of my previous professional experiences: - M&A analyst; from market, industry research and revenue estimation, sourcing, etc. - Processed 200+ invoices, petty cash, checks, reimbursements, and working with various vendors. - AP/AR accounts reconciliation, unclaimed checks, etc. - Assisted the CA Relief Grant program for the disbursement to the grantees ($1.5b in total). Technical proficiency includes NetSuite, Quickbooks, Sage Intacct, Invoiced, Clio, Freshdesk, Stripe, Concur, Authorize.net, Salesforce, G-Suite, PointClickCare, Microsoft Office, including MS Word, Dynamics, Outlook, Excel, Access, PowerPoint, and Adobe Cloud, Zoom, Asana, Airtable, Slack, DealCloud. Excited to work with you!
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    General Ledger
    Journal Entries
    Invoice
    Bill.com Accounts Payable
    Accounting
    Purchase Orders
    Salesforce
    Bookkeeping
    Microsoft Excel
    Intuit QuickBooks
    Oracle NetSuite
    Accounts Receivable
    Accounts Payable
    Bank Reconciliation
    Invoicing
  • US$15 hourly
    I have an excellent track record and more than 15 years of extensive experience ready to help your company in unlocking your potential and excel in the following areas: A. CPA & Bookkeeper Functions: 1. Independent full-time Accountant/Bookkeeper for US, Canada, UK & Australian-based small and medium companies. (Quickbooks, XERO, Zoho, MYOB) 2. Corporate Finance (CFO Level) a) Financial Analysis and Reporting b) Business analysis and planning c) Budgeting and Financial forecasting & modeling d) Financial Statements Audit/Review/Compilation e) Other financial services
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    Technical Analysis
    Financial Prospectus Writing
    Xero
    Business Valuation
    Accounting Report
    Accounts Payable Management
    Financial Management
    Management Consulting
    Accounts Receivable Management
    Financial Analysis
    Bookkeeping
    Tax Accounting
    GAAP
    Bank Reconciliation
    Accounting
    Payroll Accounting
    Month-End Close Assistance
    Intuit QuickBooks
  • US$75 hourly
    As a licensed CPA actively working in public accounting, I have a wide variety of exposure to different accounting topics. With years of QuickBooks experience and expertise drafting GAAP-compliant financial statements, I'm your go-to CPA for all things business, accounting, and tax. Not sure on the extent of service you need? Reach out today to chat. Let's get to business!
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    Bookkeeping
    Accounting Basics
    CPA
    Data Entry
    Financial Analysis
    Intuit QuickBooks
    Financial Accounting
    Income Statement
    Payroll Accounting
    Microsoft Excel
    Balance Sheet
    Bank Reconciliation
    Account Reconciliation
  • US$165 hourly
    I build clear, easy-to-use financial models and data analytics to support your business decisions, pitches, and investments. My experience includes 10 years of using Excel / VBA, and I have modeled $2 billion of private equity transactions as an analyst at Goldman Sachs. I specialized in analyzing deals in the commercial real estate (office, hospitality, and multifamily) and consumer finance sectors. In addition to my modeling experience, I have also built VBA macros and dashboards to organize and speed up reporting processes for $700 million of portfolio positions. I specialize in modeling the following: • Cash flow modeling and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Startup reporting and pitch book metrics (MRR, CAC, churn, customer LTV) • 3-statement (P&L, balance sheet, and cash flow) models • Equity waterfalls (GP / LP, promotes, splits) and debt structures (senior and mezz debt) • Distressed debt and real estate, non-performing loans • Sales and custom KPI forecasts • Sensitivity and multiple scenario analyses
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    Startup Consulting
    Cash Flow Modeling
    Financial Reporting
    Private Equity
    Financial Projection
    Real Estate Financial Modeling
    Accounting Principles & Practices
    Financial Analysis
    Business Analysis
    Business Modeling
    Real Estate Investment Assistance
    Microsoft Excel
    Google Sheets
  • US$100 hourly
    I am a full-time freelancer and I love to help clients make data-driven decisions for their businesses. I previously worked in management consulting and have an an MBA in finance and an MS in data analytics. My strengths are in financial analysis, financial modeling & forecasting, other Excel or Google Sheets-based reporting/forecasting and modeling, and data visualization in Power BI, Google Data Studio, Tableau, or Excel/Google Sheets. If you have ever thought something like the following, I'd love to help you! "I wish I knew which products I should invest in and which ones I should cut" "I wish this data set could tell me _________" "I wish I had a better understanding of my cash outlook" "I wish I had a better BI dashboard to share with my team" "I wish this Excel model made me cry less" As a consultant I know the importance of being highly dedicated to client satisfaction, as you can see from my currently perfect 5.0 star review average and 100% Job Success Rate!
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    Microsoft PowerPoint
    Accounting Principles & Practices
    Microsoft Power BI Development
    Data Analysis
    Relational Database
    Microsoft Power BI Data Visualization
    Data Visualization
    R
    Microsoft Excel
    Google Sheets
    Microsoft Power BI
    Financial Analysis
    Looker Studio
  • US$62 hourly
    I am an experienced United States (U.S.) degreed accounting professional and CPA candidate. Reducing income tax starts with accurate financial statements prepared with current tax laws in mind. Unreconciled financial statement accounts can leave out income and expense transactions leading to an over or under statement of business net income. Financial decisions can be made successfully by determining after tax profitability. Important in 2024, all for-profit entites that are formed and registered in the United States (U.S.) are required to file a Beneficial Owner Informaton (BOI) Report to U.S. Treasury by December 31, 2024. Newly formed businesses in 2024 must file the BOI Report within thrity (30) days. Penalities can be severe for not filing a required BOI Report. If your company took an Employee Retention Credit (ERC) be sure that you have proof that you qualified for the credit. The I.R.S. is reviewing the ERCs that were taken believing that most are incorrect. The Work Opportunity Credit and Empowerment Zone Credit are available for 2023 and 2024 tax filings. Section 179 allows 100% depreciation for business equipment in 2024 for to $1M. Bonus Depreciation for Federal income taxes is 80% in 2023. The Inflation Reduction Act enacted for 2022 increases the tax credit for solar installions included are tax credits for installations of engery efficient windows, doors, water heaters, furances, air-conditioners, and an electric vehicle tax credit increase of $7,500 to $4,000 for purchases of particular models in 2023. Buyers of clean engery vehicles will receive a Time of Sale Report from the dealership to file with their tax returns starting in 2023. Quarterly United States (U.S.) estimated Federal income tax deposits are due by the 15th of the following month. The American Rescure Plan Act of 2021 changed the filing requirement for Forms 1099-K for payment card and third-party network transactions (TPSOs). There is a requirement for Credit Card Payment Facilators to send Form 1099-K to payees who have payment card transactions of $600 or more in 2023. The mileage rate for vehicle business use has been increased to 67 cents per mile for 2024. The Qualified Business Deduction (QBI) is a twenty percent (20%) deduction for qualified taxable income less any net capital gain for the tax year. The QBI 20% deduction is available through 2025. The (I.R.S.) requires Schedules K2 and K3 reporting beginning in tax year 2021 for U.S. partnerships, foreign individuals, and S-Corporations with items of international tax relevance. Some state sales tax laws requires Online providers to collect and remit state sales tax if remote sales in the state are $100,000 or more. Most other states have similar laws for remote sellers and marketplace facilitators. International tax payers may have Tax Treaties with the U.S.. I have over ten (10) years of experience in bookkeeping, GAAP accounting, Federal and state tax filings, and business support. I have real estate, renewable energy, e-commerce, service, medical, and tech industry experience. I offer intelligent business support, excellent problem solving, and leadership skills. I have successful Upwork virtual work experience. I have QuickBooks Online, QuickBooks Online conversion, and clean-up experience. I use Excel reporting and analysis. Best results are obtained by applying best practices, current Generally Accepted Accounting Principles (GAAP) and U.S. tax law. Converting your business accounting to a cloud based accounting software, like QuickBooks Online is a smart decision because of the quick access to financial data worldwide, robust reporting, and easy account maintenance. Technological advances have eliminated the importance of location making virtual business partnerships efficient and effective. Net present value, ROI, capital budgeting, and other capital investing models and analysis support executive decision making. A periodic examination of financial ratios for business such as Asset Turnover, Return on Assets, and Return on Equity can show relative success, cost savings, and a company's operating effectiveness. The goal is a larger return on equity for sustainability.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Accounting
    Financial Statement
    Financial Plan
    Tax Preparation
    Income Statement
    Tax Accounting
    Business Analysis
    Business Development
    Financial Accounting
    Intuit QuickBooks
    Bank Reconciliation
    Bookkeeping
    Financial Analysis
  • US$35 hourly
    About Me Hi, I am a Business Graduate specialized in Accounting and finance with more than 8 years of professional experience including 5 years of U.A.E experience with Multinational companies. Work Ethics: I am honest, reliable, and believe in attention to details, I understand the client's data confidentiality so I am open to signing an NDA if it is required by the client. Experience Highlights: I have excellent skills in Handling accounts by using different Accounting Softwares like -QuickBooks Online, -QuickBooks Desktop Version -Zoho Books, -Xero, -Wave Accounting, -Tally ERP 9.0, -ERP Next Accounting & Bookkeeping includes the following: Chart of Accounts Set up. Account Receivables / Account Payables Management Sales / Purchase Invoicing Bank Reconciliations Journal Entries Month / Year-End Closing Financial Statements 30 minutes Free Consultation to understand the client's requirement before the start of the project. Please contact me through the Upwork messenger to set up an appointment.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Analysis
    Zoho CRM
    Xero
    Wave Accounting
    Intuit QuickBooks
    Bookkeeping
    Accounting
    Accounting Software
    Accounting Basics
    Account Reconciliation
    Bank Reconciliation
    Zoho Books
    Financial Report
  • US$55 hourly
    A Highly Skilled and Top Rated Financial Analyst & Excel Expert for the past 4 years at Upwork. I have more than 7 years of experience in the field of Accounting and Finance. I have more than 5 years of experience in Financial modeling and Quick Books accounting, Further i have MBA major in Finance and have more than 7 years of experience in Advanced MS Excel. I have worked for several companies where my major responsibility were: ✔) Building Simple and Complex Financial Models Using Excel for Startup Businesses, Existing Private Companies and Public Listed companies ✔) Projecting financial statements based on assumptions provided by client/industry standards/historical trends ✔) Flexible Dashboard Development to control the whole model ✔) Highlighting micro & macro-economic changes that can significantly impact the profitability and other financial ratios of company ✔) Designing PowerPoint Presentations to support the models developed ✔) Other day to day tasks like financial statements conversion from PDF to Excel, Consolidating existing financial models At Upwork i have worked for more than 50 clients and developed 100+ fiancnial models for clients from USA, Australia, UK and KSA. I have also transformed large sets of data into meaningful and insightful information by using excel functions. I have more than 7 years of professional Experience in Advanced MS Excel. I have full command over MS Excel functions and features, can perform the following tasks with ease. ✔) Data Analysis (Sales, Financial, Marketing and HR Data Analysis) ✔) Dashboard Development ✔) Inserting Excel Formulas ( V-Lookup, H-Lookup, Simple Lookup, If Condition, Logical Tests, Sum-if, Count-if, Array, Index, IRR, NPV, PV, FV, Concatenation and many other functions ) ✔) Inserting Pivot Tables ✔) Interactive Charts Development ( Bar Chart, Thermometer Chart, Speedometer Chart, Line chart, Pie Chart, Area Chart, Waterfall Chart and many Other as per requirement ) ✔) Data Sorting, Splitting and Merging ✔) Duplicate Entries Removal and Highlighting ✔) Advanced data Filtration ✔) Macros Inserting ✔) Validating Data ✔) Locking and protecting cells ✔) Automating the excel sheet ✔) Use of Developer Tools ✔) Conditional Formatting I am not limited to perform the above mention tasks, can perform many other complex tasks as well, through the combination of different functions in MS Excel. I pursue problem solving & Analytical Skills, always try to find innovative solutions to problems that can be helpful in future as well, I am a quick learner have urge to learn new things, very good with numbers & numerical analysis, ability to find required data through internet research. I am pleased to offer my help. Thank You! Regards, Waqar Afzal
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Salesforce
    Automation
    Forecasting
    Financial Analysis & Valuation
    Google Sheets
    Budget Planning
    Looker Studio
    Microsoft Office
    Data Analysis
    Microsoft Power BI
    Microsoft Excel
    Financial Accounting
    Intuit QuickBooks
  • US$175 hourly
    Certified Valuation Analyst (CVA) member of NACVA, Member of New York State CPA Society (NYSSCPA) and its Business Valuation and Digital Assets Committees, Member of Licensing Executives Society (LES). Adjunct Professor of Finance, Stevens Institute of Technology. 20+ years of experience with business valuations, corporate finance, mergers & acquisitions, venture capital and private equity transactions, in the US, Europe, Middle East, Latin America and Asia. Wharton MBA and undergraduate degree from Stockholm School of Economics. Speak fluent English, French and Swedish, basic German and Spanish. Services include: * Certified Business Valuations - for 409A (options), business sale or acquisition, capital raising, estate tax, gifts of shares and other securities, financial reporting (ASC 718 & 820 fair value, purchase price allocation (ASC805), E-2 visa, and other purposes (NO REAL ESTATE VALUATIONS) * Intellectual Property Valuations (patents, copyrights, software) and Intangible Asset Valuations * Complex Financial Models (incl. acquisitions, buyouts, recapitalizations, valuations, private equity, venture capital, debt financing, portfolio analysis, OPM analysis, PWERM, rNPV, Monte Carlo analysis, Real Options) * Cryptocurrency/Bitcoin Appraisals and Blockchain Project Valuations * Valuation consulting for investment funds regarding valuation of securities * Acquisition Target Screening (identifying and/or contacting potential acquisition targets in North America or Europe) * Company Buyer Searches (identifying and/or contacting potential buyers for a company in North America, or Europe) * Company Sale Preparations (assisting owner to prepare company for sale) * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity, mezzanine or debt) * Deal Negotiations (business sales, acquisitions, financing transactions) I DO NOT PROVIDE ANY ACCOUNTING, TAX ADVISORY OR LEGAL SERVICES! Industry experience includes: * Biotechnology / Pharmaceuticals / Diagnostics * Medical Devices, Products and Equipment * Compounding Pharmacies * Healthcare Services (medical, dental, veterinary, IT) * Educational Services and Technology * Financial Services & FinTech * Blockchain / Cryptocurrencies / Digital Assets * Cloud Services / Software-as-a-Service (Saas) / Enterprise Software * E-commerce * Games & Gaming * Telecommunications / Mobile Services * Electronics * Security Software, Services and Hardware * Food & Beverages * Cannabis * Consumer Products * Luxury Goods * Electrical Products and Equipment * Plastics & Rubber * Automotive * Industrial Products & Services * Sourcing, Quality Control, Testing and Logistics * Paper and Packaging Recent projects include: - ASC 718 options valuation for biotechnology company - Earnout valuation using Monte Carlo simulation for Fair Value accounting - Purchase Price Allocation (ASC 805) for medical device company acquisition - Estate tax valuation for biotechnology company - Gift tax share valuation report for SaaS company - Investor business valuation report for biotechnology company focused on cell therapy - Estate tax valuation report for real estate holding company - 409A business valuation report for cybersecurity company - Business and financial plan development for private equity investment firm - Blockchain technology intellectual property valuation - M&A advisory for process monitoring technology business - Purchase price allocation (ASC 805) for financial services company acquisition - Patent valuation for medical device technology - Business valuation of building products company for potential sale - 409A business valuation for simulation software company - 409A business valuation for biotechnology company - Sale of business services company in Asia - Business valuation of publishing business - Pre-IPO company valuation - Financial model for ecommerce business - Business valuation of dental practice - Business valuation litigation support - Financial model for SaaS startup - 409A business valuation for medical device company - Business valuation of medical app company - Acquisition advisory in consumer products sector - Financial due diligence for educational services acquisition - 409A business valuation for software business - Business valuation of SaaS company - Comprehensive financial model for SaaS business - Business acquisition search process for family investment group - Valuation analysis for acquisition of life sciences service business - Business valuation of digital media company - Financial due diligence on oil & gas energy business for private equity investment - Financial plan for early stage consumer products business - Business valuation of restaurant chain - Acquisition search for life sciences products business
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Analysis
    Private Equity
    Investment Research
    Corporate Strategy
    Venture Capital Consulting
    Corporate Finance
    Valuation
    Business Valuation
    Financial Prospectus Writing
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How to Hire Top Financial Modelers

What is a financial modeler?

Financial modeling specialists can review business intelligence, economic data, and market trends to create financial forecasts and reports. Upwork offers access to a variety of financial modelers featuring different levels of experience and compensation levels.

How do you hire a financial modeler?

You can source financial modeler talent on Upwork by following these three steps:

  • Write a project description. You’ll want to determine your scope of work and the skills and requirements you are looking for in a financial modeler.
  • Post it on Upwork. Once you’ve written a project description, post it to Upwork. Simply follow the prompts to help you input the information you collected to scope out your project.
  • Shortlist and interview financial modelers. Once the proposals start coming in, create a shortlist of the professionals you want to interview. 

Of these three steps, your project description is where you will determine your scope of work and the specific type of financial modeler you need to complete your project.

How much does it cost to hire a financial modeler?

Rates can vary due to many factors, including expertise and experience, location, and market conditions.

  • An experienced financial modeler may command higher fees but also work faster, have more-specialized areas of expertise, and deliver higher-quality work.
  • A contractor who is still in the process of building a client base may price their financial modeler services more competitively. 

Rates typically charged by financial modelers on Upwork are:

  • Beginner: $35 per hour
  • Intermediate: $81 per hour
  • Advanced: $225 per hour

Which one is right for you will depend on the specifics of your project. 

How do you write a financial modeler job post?

Your job post is your chance to describe your project scope, budget, and talent needs. Although you don’t need a full job description as you would when hiring an employee, aim to provide enough detail for a contractor to know if they’re the right fit for the project.

Job post title

Create a simple title that describes exactly what you’re looking for. The idea is to target the keywords that your ideal candidate is likely to type into a job search bar to find your project. Here are some sample financial modeler job post titles:

  • Financial model expert needed to refine our models 
  • Financial forecast consultant wanted to investment firm
  • Consultant needed to build financial model for commercial lending firm

Project description

An effective financial modeler job post should include: 

  • Scope of work: From developing financial strategies to maintaining long-term client relationships, list all the deliverables you’ll need. 
  • Project length: Your job post should indicate whether this is a smaller or larger project. 
  • Background: If you prefer experience with certain industries, software, or economic approaches, mention this here. 
  • Budget: Set a budget and note your preference for hourly rates vs. fixed-price contracts.

Financial modeler job responsibilities

Here are some examples of financial modeler job responsibilities:

  • Identify existing and potential financial issues, and propose strategies designed to resolve them
  • Remain knowledgeable of current business and economic developments relevant to the client's business
  • Manage team of finance professionals and foster a team-oriented environment

Financial modeler job requirements and qualifications

Be sure to include any requirements and qualifications you’re looking for in a financial modeler. Here are some examples:

  • Bachelor's degree in finance, business, or accounting 
  • Minimum five years of related work experience
  • Successful track record with an investment banking, commercial banking, or venture capital firm
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