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Catherine J.

Catherine J.

Austin, TX
Job Success
Top Rated

CFA Consultant: Finance and Data | Modeling & Systems Development

I am a CFA (Chartered Financial Analyst) with a knack for financial modeling and data science. I specialize in developing highly customized and automated financial and data models and systems. My recent experience has been concentrated in real estate investments, but I have also worked with businesses and on investments across a wide range of industries. I have 7+ years of experience doing this type of work, but I am new to UpWork. As such, I am offering a steep discount for my first few clients! I can help you... - Create a new set of financial models for your business or enterprise. - Develop an underwriting model for your recurring projects. - Design a system to collect, model, and analyze data generated from your investments and day-to-day operations. - Generate internal systems to cut down on unnecessary recurring software expenses. - Automate administrative processes to enhance your operational efficiency. - Identify and solve your operational inefficiencies. - Create value-add by evaluating what you may currently consider to be useless data. Let me build you models and systems that are… - Automated and user-friendly. - Fully customizable to reflect project variation and future changes to your business or investment. - Able to reflect a wide range of scenarios and cases. - Highly detailed to allow you to “dig in” and collapsible to allow you to focus on the big picture. - Complete with a fully customizable set of exports for internal use or external distribution. - Designed to be easily updated when individual inputs or your entire business model changes.
Rating is 2.65 out of 5.
2.65 Aug 30, 2021 - Feb 19, 2022
Private earnings
Rating is 5 out of 5.
5.00 Feb 6, 2022 - Feb 15, 2022
Private earnings
Rating is 5 out of 5.
5.00 Oct 2, 2021 - Oct 7, 2021

"Very helpful and responsive. Very thorough with."

Private earnings
Rating is 5 out of 5.
5.00 Sep 23, 2021 - Oct 7, 2021

"Catherine was amazing. My ask was very detail oriented and need a bunch of customization - she handled it like a pro. Would 100% recommend her to others."

Private earnings
Rating is 5 out of 5.
5.00 Aug 29, 2021 - Sep 5, 2021

"This was the second project I hired Catherine for and she did a fantastic job yet again. She's extremely thorough with her work and gave me constant updates on the project. I highly recommend her. Thanks again Catherine!"

Private earnings
Rating is 5 out of 5.
5.00 Aug 20, 2021 - Aug 22, 2021

"Absolutely fantastic. If I could give more than five stars for every one of these categories I would. Catherine was extremely communicative from the very beginning and throughout the process. She put together an incredible financial model that was very thorough and greatly exceeded my expectations, and she did it quickly and efficiently. Even after sending me the model, she took the time to answer all my questions and make sure I fully understood how to use the model that she put together. It was a complete pleasure working with her and I would 100% hire her again. Thank you Catherine!"

Private earnings
Catherine J. has more jobs. Create an account to review them

Portfolio

Sample Model - Screenshots
Sample Model - Screenshots
Want to see more? Create Account

Skills

Catherine J.

Catherine J.

Austin, TX
Job Success
Top Rated
18
Total Jobs
2,165
Total Hours

View profile

CFA Consultant: Finance and Data | Modeling & Systems Development

Specializes in
I am a CFA (Chartered Financial Analyst) with a knack for financial modeling and data science. I specialize in developing highly customized and automated financial and data models and systems. My recent experience has been concentrated in real estate investments, but I have also worked with businesses and on investments across a wide range of industries. I have 7+ years of experience doing this type of work, but I am new to UpWork. As such, I am offering a steep discount for my first few clients! I can help you... - Create a new set of financial models for your business or enterprise. - Develop an underwriting model for your recurring projects. - Design a system to collect, model, and analyze data generated from your investments and day-to-day operations. - Generate internal systems to cut down on unnecessary recurring software expenses. - Automate administrative processes to enhance your operational efficiency. - Identify and solve your operational inefficiencies. - Create value-add by evaluating what you may currently consider to be useless data. Let me build you models and systems that are… - Automated and user-friendly. - Fully customizable to reflect project variation and future changes to your business or investment. - Able to reflect a wide range of scenarios and cases. - Highly detailed to allow you to “dig in” and collapsible to allow you to focus on the big picture. - Complete with a fully customizable set of exports for internal use or external distribution. - Designed to be easily updated when individual inputs or your entire business model changes.
Rating is 2.65 out of 5.
2.65 Aug 30, 2021 - Feb 19, 2022
Private earnings
Rating is 5 out of 5.
5.00 Feb 6, 2022 - Feb 15, 2022
Private earnings
Rating is 5 out of 5.
5.00 Oct 2, 2021 - Oct 7, 2021

"Very helpful and responsive. Very thorough with."

Private earnings
Rating is 5 out of 5.
5.00 Sep 23, 2021 - Oct 7, 2021

"Catherine was amazing. My ask was very detail oriented and need a bunch of customization - she handled it like a pro. Would 100% recommend her to others."

Private earnings
Rating is 5 out of 5.
5.00 Aug 29, 2021 - Sep 5, 2021

"This was the second project I hired Catherine for and she did a fantastic job yet again. She's extremely thorough with her work and gave me constant updates on the project. I highly recommend her. Thanks again Catherine!"

Private earnings
Rating is 5 out of 5.
5.00 Aug 20, 2021 - Aug 22, 2021

"Absolutely fantastic. If I could give more than five stars for every one of these categories I would. Catherine was extremely communicative from the very beginning and throughout the process. She put together an incredible financial model that was very thorough and greatly exceeded my expectations, and she did it quickly and efficiently. Even after sending me the model, she took the time to answer all my questions and make sure I fully understood how to use the model that she put together. It was a complete pleasure working with her and I would 100% hire her again. Thank you Catherine!"

Private earnings
Catherine J. has more jobs. Create an account to review them

Portfolio

Sample Model - Screenshots
Sample Model - Screenshots
Want to see more? Create Account

Skills

More than 30 hrs/week

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