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Check out a sample of the 617 Financial Modeling jobs posted on Upwork
Less than 30 hrs/week
Hours needed
3 to 6 months
Duration
Expert
Experience level
About DropGym: DropGym, with a thriving presence in three prime locations, is at the forefront of the fitness industry. Our current rev…
Less than 30 hrs/week
Hours needed
3 to 6 months
Duration
Expert
Experience level
looking for a D365 Finance Business Analyst to assist with the requirements gathering phase of D365 finance implementation , for a pe…
30+ hrs/week
Hours needed
More than 6 months
Duration
Expert
Experience level
I'm looking for a Chief Finance Officer for my GameFi project. It is important to note that if you are selected for this position, you…
Less than 30 hrs/week
Hours needed
1 to 3 months
Duration
Expert
Experience level
Seeking a Fractional CFO for a short-term role at Dasro, an IT staffing firm based in Canada. Direct financial operations, strategize g…
$150
Fixed-price
Expert
Experience level
I need some help creating a 5-year pro forma for a SaaS startup. Ideally, someone has experience and a pro forma already built; we can…
30+ hrs/week
Hours needed
1 to 3 months
Duration
Expert
Experience level
Development of a business plan and feasibility study for two real estate developments in the logistic field in Serbia including support…
Less than 30 hrs/week
Hours needed
1 to 3 months
Duration
Expert
Experience level
We are a marketplace in the tech industry and have grown exponentially throughout the past few years. We are currently looking for ver…
Less than 30 hrs/week
Hours needed
3 to 6 months
Duration
Intermediate
Experience level
The Cryptocurrency Investment Planner will develop strategic plans, research and analyze cryptocurrency movements, and generate portfol…
Less than 30 hrs/week
Hours needed
Less than 1 month
Duration
Intermediate
Experience level
A robust excel spreadsheet that contains data and inputs including the federal and specific state taxes. This spreadsheet will be util…
Less than 30 hrs/week
Hours needed
1 to 3 months
Duration
Expert
Experience level
Hello - I'm looking for assistance with treasury bonds and developing a best strategy approach to growing interest on a lump sum inve…
How to Become a Freelance Financial Modeler
No one can predict the future, but with some historical data and Excel skills, you might be able to model it. Financial modeling is a tool used to help financial professionals create excel spreadsheets that model and predict outcomes of business decisions.
If you love numbers and have expert excel skills you may have what it takes to start a freelance financial modeler career path on Upwork.
What does a financial modeler do?
Financial modelers play a key role in financial planning.
Financial modelers use a company’s records to conduct financial analysis in the form of an Excel model. Typically these are used in situations similar to mergers and acquisitions (M&A), funding, or forecasting the company’s financial performance based on historical data.
These quantitative models are then used as decision-making tools to estimate project costs or propose new projects and are important for everything from small businesses and startups to large corporations and Wall Street.
Financial models can also be used to estimate the valuation of a business compared to others in the industry.
How does a financial modeler differ from a financial analyst?
A financial modeler uses a quantitative methodology to create models based on real-world scenarios. These scenarios illustrate hypothetical financial risks companies might face in the event of business decisions such as mergers, leveraged buyouts (LBO), and more.
On the other hand, a financial analyst guides companies in business decisions centered around expending money and attaining profit by assessing the performance of stocks, bonds, and other types of investments.
What skills do I need to become a financial modeler?
To become a financial modeler you’ll need financial modeling skills. In order to develop these skills, you’ll want to familiarize yourself with some of the tools and techniques that you’ll be using as part of your financial modeling toolkit. These tools include Excel VBA, Powerpoint, and data visualization software.
Common skills a financial modeling professional should possess include:
- Data analysis: An experienced financial modeler should have advanced excel spreadsheet skills and be able to handle complex data analysis. It also helps to have VBA skills as well.
- Data visualization: Financial modelers need to be able to communicate what’s happening in their models. This is where graphs and Powerpoint presentations come into play.
- Logical framework: A financial modeler position is a strategic position. You’ll be working with variables and so having a scientific background will help with this kind of quantitative model.
- Equity Research: This skill is something finance professionals use to evaluate companies with the goal of making investment recommendations.
What are the core financial modeler job responsibilities?
Working as a financial modeler requires you to work with financial statements and metrics such as income statements, budgets, and balance sheets. These inputs are necessary to create an accurate financial analysis.
Here are some types of financial model types you may work with:
- Discounted cash flow analysis: This type of financial analysis determines the valuation of a business based on its future cash flows.
- 3-Statement Model: This model focuses on income, cash flow statements, and balance sheets. Using this historical data helps to predict the financial outcome of the company. It’s a commonly used model and can help predict business valuation in a variety of scenarios.
- Comparable Company Analysis: This type of financial analysis is a relative analysis that compares the share prices of a peer group of companies.
- Precedent Transactions Analysis: These are sometimes called transaction comps and are based on the offer prices paid in recent mergers and acquisitions transactions for comparable companies.
Should I get a financial modeling degree or certification?
If you’re looking to get started on the career path to becoming a freelance financial modeler it will help to get a certificate or valuation to help your Upwork profile stand out. Some examples of popular financial modeling degrees or financial modeling courses include:
- Bachelor’s degree, master’s degree, or doctorate in accounting, financial engineering, or related field.
- Corporate Finance Institute (CFI’s) Professional Training Program including Financial Modeling and Valuation Analyst certificate (FMVA)
- Online courses and other free resources such as the DCF Model Training Guide template from CFI
Jumpstart your freelance financial modeling career on Upwork and start looking for your first job. Eager to learn more about financial modeling jobs on Upwork? Check out these additional resources:
Upwork is not affiliated with and does not sponsor or endorse any of the tools or services discussed in this section. These tools and services are provided only as potential options, and each reader and company should take the time needed to adequately analyse and determine the tools or services that would best fit their specific needs and situation.
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