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Rating is 4.8 out of 5.
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based on 335 client reviews
  • $90 hourly
    Finance and Accounting professional with eight years of Adaptive Insights implementation experience for more than 50 end t end Implementations for Adaptive including Planning models. OfficeConnect, Dashboards, and Integration from Netsuite and Workday systems, relevant experience with Financial modeling using microsoft excel and PowerPoint.
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    Workday Adaptive Planning
    Cost Accounting
    Financial Planning
    Microsoft Excel
  • $20 hourly
    My goal is to help you save time in managing your financials so you can focus on doing amazing things in your precious time. Your time saved can be used in generating more 💰 revenue for your business or spending 🕘 time with your loved ones. Let's partner up and make strategic decisions for your business by having a clear grasp of your financials. We can scale-up by working together on the following: ☆ Manage and improve your cashflow ☆ Create and review your budget ☆ Remove unnecessary cost ☆ Optimize your inventory ☆ Manage your accounts payable and accounts receivable ☆ Generate financial reports ☆ Understand your numbers and their impact on your business ☆ Forecast and create a strategy to scale your business I want to add value to your business and help you reach its full potential! Let's talk about goals!
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    Financial Accounting
    Xero
    Alteryx, Inc.
    Business Valuation
    Business Modeling
    PeopleSoft
    Tableau
    Oracle Hyperion Planning
    SQL
    Financial Analysis
    Financial Reporting
    Bookkeeping
    Microsoft Office
    Intuit QuickBooks
    SAP
  • $100 hourly
    I am a strategically focused individual with over 20 years of finance and accounting experience, which allows me to make sound recommendations through fact-based analytics. I can provide advisory work in areas such as financial analysis, financial modeling, financial planning, business development, business process improvement, strategy formation, business plan preparation, cost optimization, and QuickBooks Online.
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    QuickBooks Online
    Financial Reporting
    Business Development
    Financial Plans
    Financial Model
    Analytics
    Managerial Finance
    Business Innovation
    Financial Analysis
    Problem Resolution
  • $125 hourly
    - 15+ years of experience in investing and valuation - 7 years of experience in Investment Banking and Corporate M&A in New York City - Served as the CFO or interim CFO for 4 start-ups - Founder of 2 companies - 5-star rating on Upwork and Fiverr for performing finance and business-related freelance tasks
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    Investment Research
    Business Strategy
    Startup
    Startup Consulting
    Financial Model
    Business Management
    Business Writing
    Business Plan
    Business Modeling
    Investment Banking
    Managerial Finance
    Corporate Finance
    Financial Modeling
    Business Analysis
    Business Valuation
  • $200 hourly
    I am a real estate expert with experience in both residential and commercial real estate investment, development, and brokerage services. I have worked on residential to commercial transactions across a variety of sizes and markets. With my background in financial underwriting and my keen eye for design, I specialize in creating models and presentations that are accurate, intuitive to use, and beautifully designed. MY EXPERIENCE & CREDENTIALS Investment & Development ✅5+ years of experience working as an analyst in commercial real estate. ✅Experience with acquisition and development underwriting, due diligence, other financial modeling (e.g. property management & capital needs projection), and debt/equity financing. ✅Familiarity with hospitality, office/MOB, multifamily, retail, and industrial underwriting. Brokerage & Property Management ✅2+ years of working directly with commercial brokers to conduct acquisition due diligence, financial underwriting, buy/lease analysis, and hold/sell analysis. ✅Independently provided marketing and consulting services to residential brokers. ✅Performed property management and administrative duties for residential and small office tenants. Education & Other ✅I've attended UC Berkeley, the London School of Economics, and the University of Oxford. ✅I hold a B.A. in Economics and a minor in City Planning with a 3.74 / 4.00 GPA. ✅I am passionate about real estate investing and bought my first rental property at 23. ✅I was mentored through Urban Land Institute's Youth Leadership Group in Los Angeles. HOW I CAN HELP Financial Modeling (Excel) ✅Back of the napkin analysis ✅Development budget & construction spending timeline ✅Capital stack ✅Operating pro forma (various levels of detail) ✅Return metrics (cash on cash, IRR, equity multiple) ✅IRR & cash flow promote ✅Buy vs lease & sell vs hold analysis 💡I can also build any custom model or template as needed. If you know what you want to achieve, I can find a way to make it happen. Financing Packages & Marketing Presentations (PowerPoint) ✅Debt & equity financing packages ✅Marketing templates (flyers, packages, etc.) ✅Market trend reports ✅Listing presentations for brokers ✅Anything you want marked up: maps, floor plans, or photos. 💡I do everything on PowerPoint so you can edit them easily, and your packages will look as good as if they were done by a professional designer. Due Diligence / Contracts ✅Market research & reports ✅Acquisition and development due diligence; due diligence reports ✅Abstract leases, PSA's, franchise/property management/ground lease agreements ✅Administrative support 💡I know what to look for in each agreement, and will only abstract relevant clauses so we don't defeat the purpose of having abstracts. WHY WORK WITH ME 💡Duo Specialty: I have both an analytical and design background. Never settle for models that work but present terribly, or packages that are beautiful but have errors. 💡Communicative: I will ask the right questions upfront about what you are looking for, and can work independently afterward. I take and implement feedback well. 💡Organization: I am incredibly organized. I will work with you to prioritize your tasks and ensure they all finish on time. 💡Satisfaction: Since I am new to Upwork, I will keep working until you are 100% satisfied. A FEW MORE THINGS 📍I do not have an Argus subscription, but can integrate Argus imports into your model. 📍I am location-independent and can reasonably work with your timezone. 📍I can be reached via Upwork, email, Zoom, or WhatsApp. LET'S CHAT! Interested in working with me? Please send me an invitation, and we can either hop on a call or message directly. I look forward to working with you!
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    Financial Modeling
    Industry Knowledge
    Financial Report
    Due Diligence
    Investor Overview
    Finance
    Presentations
    Microsoft PowerPoint
    Real Estate & Construction
    Real Estate Acquisition
    Real Estate Investment Assistance
    Real Estate Financial Modeling
    Real Estate
  • $40 hourly
    🎯 Expert Vetted + Top Rated Plus I offer Complete CFO Services. The goal is to become a one stop finance, business planning and accounting solution for your company. Mission Statement: Partnering with clients to drive growth, profitability, and success I have graduated from Manchester Business School, England (A Top 20 Global B School) I am an Alum of IIM Bangalore and SRCC Delhi (India's top B schools). I also secured National Rank 14th in CA CPT Exams (CPA equivalent). I manage Efincatalyst, with a focus on offering Business and Financial Consulting. We also offer white label solutions to consultants, coaches, lawyers and bankers. Highly advanced Finance and Excel modeling skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial projections and statements. I am also an expert in creating pitch decks, business plans and corporate presentations targeted at bankers and investors. I am also joined by my Partner- Jain, a Financial Consultant with expertise in offering CFO solutions, financial modeling, pitch decks, ICOs, Crypto, and investor fundraising. He is a CA (CPA equivalent), CFA L2 Candidate and has studied at Cambridge University (Sydney Sussex College), England. Software Stack Proficiency: MS Excel, Google Sheets, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, NetSuite, Zoho Books, Zoho Analytics, Fathom and MS Suite. ✅ Proficient in: ---------------- - Fundraising Business Plans And Investor Presentations - Pitch Decks and Pitch Books - Business Plan Writing - Investment Research - Financial Research, Planning, Analysis - Data Visualization and Analytics - Memorandum for Sale Presentation (Investor Memorandums) - Valuation Report and Analysis - Accounting and Financial Reporting - Financial Forecasting - FP&A SaaS Ops - M&A LBO Modeling - Real Estate Modeling - Investor MIS KPI Dashboards ✅ Working With Me Can Be Beneficial In The Following Ways: -------------------------------------------------------------------- - Excellent Written and Spoken English Skills. (Published Writers) - ~60 Hours/week availability - Committed to finish projects in agreed deadline - Flexible working hours as per customized client timings - I provide project/job updates on a regular basis so that you can track the progress. - I will help you in all the different stages of the project. - I have traveled extensively across the United States, Europe and GCC. - 50% of our clients are from US and Canada, 30% from Europe and Middle East - We are happy to take both long term and one-off projects. We have been working with some clients for over 5 years on the platform. - We focus on supporting Startups, SMBs and Corporates Our USP: We love our profession. We love reading, talking and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives. Please feel free to have a no obligation call to understand if we can add value to your business.
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    Business Plan
    Financial Accounting
    Investment Research
    Financial Management
    Legal Consulting
    Bookkeeping
    Budget Management
    Business Analysis
    Business Valuation
  • $60 hourly
    I am a finance professional with over 10 years of experience with ledger accounting, budgeting, advanced Excel, book keeping, financial modeling and much more. I pride myself in providing high quality reporting that is insightful and to the point, as well as meaningful for businesses to make decisions. I work full time as a Senior Financial Analyst, but want to expand my portfolio of work so as to not limit my skills to only one organization. I am a master at Excel, Quick Books, Adaptive Insights and ERP systems. I have a strong attention to detail and can provide high quality work. In addition to my technical abilities, I love getting to know my business partners whom I support, and engaging in meetings. I look forward to working with you!
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    Bookkeeping
    General Ledger
    Financial Modeling
    Microsoft Word
    Personal Budgeting
    Budget Plan
    Microsoft Excel
    Adaptive Insights Adaptive Planning
    Financial Planning
  • $125 hourly
    ABOUT ME: - 25 years of professional experience - MBA Finance / Real estate financial modeling / Pitch decks - Civil engineer / Real estate development / Feasibility studies Welcome to my profile! I am a finance professional with a civil engineering background and 20 years of experience in Corporate Finance, Investment Analysis, and Real Estate Development. Here on Upwork, I am focusing on the following: - Helping developers structure their projects to attract investors - Assist investors with market analysis and real estate acquisitions Also, I have worked in a broad range of industries such as railroad, engineering design, mass media and information, mining, reforestation, and civil engineering construction. I possess strong written and verbal communication skills with a high degree of work ethic and commitment. I look forward to working with you. . Best regards, Leo
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    Quantitative Analysis
    Corporate Finance
    Real Estate Financial Modeling
    Pro Forma Statement
    Microsoft PowerPoint
    Real Estate Investment Assistance
    Financial Modeling
    Cash Flow Analysis
    Cash Flow Modeling
    Real Estate
    Financial Analysis
    Pitchbook
    Commercial Lease
    Construction Estimating
    Construction Management
  • $25 hourly
    MBA from IIM Bangalore ( top business school in India), CFA with 11 years of experience in management consulting and investment banking firms. Expertise in financial modeling, startup assistance, data analytics and pitch decks.
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    Financial Writing
    Financial Reporting
    Financial Modeling
    Data Analysis
    Business Valuation
    Business Analysis
    Business Intelligence
  • $89 hourly
    Investor-Ready Business Plans/Financial Models/Pitch Decks/Cap Tables As a corporate CFO, Wall Street banker, Director of Equity Research and senior commercial bank lender who has worked in the US, Europe, Asia and Latin America, I have extensive experience with funding for companies in a wide variety of industries. I know what a serious professional or angel investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will seriously consider providing you with the money you need to build your business. In close collaboration with you I will create any of these documents and the financial forecasting/budgeting tools you, your investors or your banker require. (A due diligence review by an angel investor group of a recent client's application package said it was "...one of the few combinations of documents that we reviewed from a potential client where all components of a well thought out business model were present.") I will build your customized Microsoft Excel-based financial model using my very robust and fully customizable proprietary template. This template, developed over many years of real world use, helps assure your own unique forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Microsoft Office applications, please let me know. I do not create Google documents, though I am happy to use them as sources of information.) When your financial model is complete, you will be able to change any assumption in the Model and the effects of that change will instantly flow throughout all elements of the Model. Any user can easily test all of the financial effects of any assumptions about revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity and debt. You or your investor/banker can use the model to easily do unlimited "What If?" testing, sensitivity analysis or breakeven analysis. For the text and graphics (charts, pictures, tables, etc.) in your plan, presentation or pitch deck I will use Microsoft Office software. (If you need specific advanced graphic skills for your document(s), you will need to hire a specialist graphics person.) Typically, the time needed to complete a detailed corporate financial model for one product in one market is about 18 - 20 work hours (add 10% - 25% for multiple products or services, multiple target customer groups, various complexities, etc.). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires an additional 15 - 25 hours of work over three to six weeks to create, depending on how quickly you can respond to my daily questions during the project, the complexity of your business, how much text you add to the business plan versus how much original text I have to create, etc. If you are planning to create a new company whose industry you have no experience in, the time required for completion will typically be greater than for an established company with existing operations. I can begin work on your project as soon as you wish or once your payment method is verified by Upwork, whichever is sooner. If you would like me to sign a non-disclosure agreement (NDA), that is not a problem. If you need a pitch deck, that will flow easily once your business plan or investor presentation is complete. My basic average hourly rate is $89 /hr., depending on the complexity of the work required. Minimum Charges: Per Project - 4.0 hours; Per Work Session: 10 minutes. Premium for urgent completion (10 business days or less): 50%, 48-hour Rush Projects: 100% premium. I do not typically work on a fixed price basis for these documents for start-ups due to the uncertainty in regards to how much work will be required. All of my work time, including all phone or Zoom conversations with you regarding your project, will be tracked by Upwork's software and reported to you by Upwork each Monday. If you are not well-versed in finance or accounting, I will be happy to explain everything to you as we go. That will be very important to your effort to raise money, as your banker or investor(s) will require that you fully understand the details of your business planning. I am committed to your complete satisfaction and will gladly make minor changes to my work within 14 calendar days of completion and closure of the project on Upwork at no additional cost to you. So, let's talk! I am usually in the US Eastern time zone and available to discuss your project at your convenience. I'm happy to have an initial consultation at no cost to you. Will Lyons Ocala, Florida (USA)
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    Financial Report
    Executive Summary
    Business Proposal Writing
    Business Planning & Strategy
    Pitch Deck
    Business Plan or Pitch
    Financial Modeling
    Business Modeling
    Business Valuation
    Financial Analysis
    Business Analysis
    Business Writing
    Financial Forecasting
    Business Plan
  • $125 hourly
    I help entrepreneurs get from their current state to some desired future state. I run a business consulting firm called The Business Sherpas because getting to a successful outcome is a lot like climbing a mountain. It's always a tricky endeavor with lots of ways to go wrong, but if you have a guide, then your chances are greatly improved. Business is my mountain, and I know it like the back of my hand. I can help you with Strategy, Planning, and Execution. I use the fact-based, analytical approach used by the major consulting firms, but bring a more personalized touch for small and medium businesses. Businesses need different types of help. Sometimes that's strategy work like business plans, financial models, and go-to-market strategy, sometimes that's operational help like being a fractional COO or project management, and sometimes it's finding the right expert in a functional area to help you with one aspect of your business. I have been helping companies for 10+ years. From startup to Fortune 100, from no revenue to millions, I've helped them all, and I can help you. About me: • trained software engineer of 20 years • management consultant of 10+ years • serial entrepreneur • MBA, University of Chicago, Booth School of Business • Financial and Business Modeling Cert. - Wharton • Tech Entrepreneurship Cert. - Stanford • Data Science Cert. - Johns Hopkins In addition to my consulting work, I have also been on the founding team of several startups - two of them tech based, and mentor a number of others. You can have confidence that my advice and help is based on real world experience, not just theory. Contact me if you need help. My initial consultations are always FREE because I want to be sure I am the right fit for your situation. I generally also charge a fixed fee for my services so you know ahead of time what the project will cost and whether it fits in your budget. No surprise invoices from me! Business consulting services include: • Business Strategy • Financial Modeling • Marketing Strategy • Go to Market Strategy • Project Management • Business Plans • Pitch Deck Some of my past large clients include: • JP Morgan Chase • Aetna • ADP • 3M • Mural Past projects in the following industries: • Healthcare • Renewable Energy • E-commerce • IT Services • Financial Services • Logistics • CPG • SaaS • Insurance • Hi Tech • Non-profit • Beverages • Software • Mobile • Cosmetics • Blockchain
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    Process Improvement
    Product Management
    Marketing Strategy
    Product Design
    Financial Modeling
    Market Research
    Business Modeling
    Management Consulting
    Corporate Strategy
    Startup Consulting
  • $150 hourly
    I have advised and invested in some of the of the most successful technology businesses, including SaaS unicorns. I am an MBA graduate of Columbia Business School, a former private equity investor ($4 billion in assets under management), investment banker, and CPA at a Big 4 accounting firm (KPMG). As an investor, I have helped execute investments valued at +$1 billion and evaluated more than 200 companies in the technology and media markets. I enjoy freelancing to contribute my knowledge and skills to others while building my own venture in artificial intelligence outsourcing/staff augmentation. During our time together I can help with: - Financial planning and analysis - Constructing detailed financial and valuation models - Fundraising and pitch deck advice - Evaluating potential acquisitions My style is very laid back. My mantra is “do what you say you’re going to do long after the mood in which you said it has disappeared.”
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    Artificial Intelligence
    Financial Modeling
    Business Valuation
    Sales
    Fundraising
    Sales Leadership
    Venture Capital Consulting
    Private Equity
    Financial Accounting
  • $200 hourly
    I am a financial expert with over 15 years of experience in investing strategies, options trading, and portfolio management. I recently completed the Chartered Financial Analyst (CFA) program. I have a B.S. in Mechanical Engineering and an MBA with a concentration in finance from the University of Florida. I also speak fluent Spanish. Since 2009, I have co-owned a wealth management firm. I am passionate about helping individuals and businesses understand and apply investing strategies. I have extensive experience using ThinkorSwim, Fidelity Pro, and Tastyworks. I can easily adapt to other trading platforms when needed. Services: Coaching - Options Trading, Investing Strategies Research Reports - Businesses, Stocks, Industries, Investments Stock Valuations Business Valuation Portfolio Review I am available for coaching sessions via Zoom.
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    Financial Plans
    Financial Projection
    Forecasting
    Finance
    MS Excel
    Financial Modeling
    Investment Strategy
    Portfolio Management
    Stock Option Agreement
    Chartered Financial Analyst
    Investment Research
    Financial Analysis
    Business Valuation
    Marketing Strategy
  • $85 hourly
    "Ian was great to work with. I needed help forming a contract on a short deadline and Ian provided tremendous support. I look forward to working with him again in the future. -Ben" "Ian did a fantastic job. I really appreciated his great communication, adherence to tight deadlines, and quality of work! - Melissa" "Very pleasant to work with even when the project turned out to be a little more than either of expected. Recommended for his communication skills, reliability, personability, and quality of work. -Cheril" "Ian is absolutely phenomenal. Will be using him more often. -Dominic" I have an extensive background in business development for the Private Equity and Investment Banking industries . My skill set includes proficiency in developing comprehensive sales strategies, building CRMs, performing company valuations, extensive financial modeling (Excel), building creative & professional PowerPoint presentations/CIMs/decks/pitchbooks, and much more.
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    Investment Banking
    Private Equity
    Business Coaching
    Business Writing
    Marketing Strategy
    Microsoft Excel
    Email Marketing
    Cold Calling
    Microsoft Excel PowerPivot
    Salesforce CRM
  • $200 hourly
    I have 16 years of experience in the tech sector, working with 200+ clients on different aspects of private market investing, such as financial modeling, valuation, and due diligence. I work with VC-backed startups between pre-seed and Series B, bootstrapped startups, and investors in the tech sector. My clients are located in the US, UK, and EU. Overall, I've supported transactions with an aggregated value of more than $1.4 billion. Recent clients said: "An invaluable asset to all startups! Lior supported us with all the necessary models, forecasts, and assumptions - making us look like financial pros in front of our investors :)" "Lior has done an exceptional job and financial forecasting for our web-based app. He's the best financial forecaster I have experienced." "Would recommend Lior for all your financial modeling needs as well as wider financial support for startup businesses." ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Are you looking to buy or sell shares of a tech company? Are you looking for an expert valuation for a tech company by someone who knows the tech industry? Do you need a financial model for a tech small or medium company? You're exhausted from the fundraising process and looking for an expert who knows the ins and outs of the tech industry to help you develop a high-quality financial model that adheres to investors? This is where I come in. My valuation and financial modeling services are designed to meet the specific needs of tech small and medium businesses like you, including: • Top-notch financial modeling services that show the guts of your business, including how you acquire users, generate revenue, grow your headcount, and spend cash. The financial model shows the ins and outs of your business by walking the reader through your main assumptions and growth drivers so they can see the potential and possible challenges you may face. The models are easy to update, so you can test a few different scenarios in seconds and save precious time during the fundraising or M&A process. • Expert valuation specific for tech business that combines several relevant valuation methods to show not only the intrinsic value of the business but also its value compared to its peers. My valuation models show your business' value based on industry-standard valuation methods while providing insights into the state of the market and previous deals in the niche. My valuation will put you in a well-established starting point when selling or buying equity in tech companies. Click on the green 'Invite" button on the top right corner so we can set a short call to talk some more about your specific needs.
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    Startup Consulting
    Mergers & Acquisitions
    Valuation
    Management Consulting
    Valuations
    Due Diligence
    Business Valuation
    Company Valuation
    Business Analysis
    Business Plan
    Financial Forecasting
    Investment Research
    Venture Capital Consulting
    Financial Modeling
    Financial Analysis
  • $199 hourly
    Here’s the situation… You need some sort of financial service done for your company: Modeling, startup consulting, pitch deck content creation, annual budgets, new acquisition due diligence, accounting system setup, etc. But, you don’t have the time/resources/expertise to make it happen. Luckily, instead of trying to complete those complex tasks in-house, you can hire a top rated freelancer (like me) to take care of them. Now, you might be asking, “why you?” Good question. The following is a quick description of me and my history. • Licensed CPA. • Fundraising expert. • Experienced with a variety of industries: SaaS, manufacturing, breweries, Amazon retailers, consumer goods, and more. • Focused, efficient, and reliable. • Over 150 successful collaborations on Upwork. • Hundreds of more jobs completed throughout my career. That’s all great, but there’s one thing that matters over all else. It’s the fact that working with me has an incredibly high ROI. For example, not long ago, I worked with an organization that needed a financial model done. They paid me about $2K for it. Now, that’s a lot of money, but what came next? This company ended up going to a slew of investor meetings, blowing their audiences away, and coming out with $2 million dollars in funding. Sure, they could have chosen a cheaper option, but why skimp on quality at the finish line? When you build something that you’re going to share with the world, it needs to be top of the line. That is precisely what I delivered to them, and what I provide for all of my clients. Ultimately, working with me is not cheap, but it’s 100% worth it. If you’re ready to get started, hit that little “Hire Now” button. If you’re not quite ready, send me a message, and we can discuss your goals at length. I look forward to working together!
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    CPA
    Venture Capital Consulting
    SaaS
    Startup Consulting
    Business Valuation
    Financial Modeling
    Accounting
    Financial Accounting
    Microsoft Excel
  • $160 hourly
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
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    Business Valuation
    Process Improvement
    Capital Markets
    Mergers & Acquisitions
    Budget Plan
    Strategic Plan
    Business Plan
    Startup Consulting
    Business Coaching
  • $125 hourly
    My ideal clients are Seed/Series A stage looking to raise $1M-$10M through convertible notes or straight equity rounds. I can help you pitch VC investors by preparing all the required documents + models from start to finish. Are you Investor & VC ready? I am an Excel & Pitch Deck expert - Creating, editing, and updating financial Models + Decks ready for VC and business investments. I can help you estimate your total addressable market and provide cutting edge research data and tools. I have personally raised $5M for my business (Luxury Coworking Space) in NYC and sat on both sides of the table (Investor/Family office) reviewing over 1000 deals and being an entrepreneur myself. I know what investors look for in financial models and decks. I build accurate, detailed models and decks with top-notch functionality and the highest professional standards. I also have advanced accounting expertise (Quickbooks). If you are looking to raise funds from investors or build a professional financial model for your business I can be your part-time CFO in order to achieve efficient and significant results. I hold a dual degree (B.S.) in Economics and Finance from a top 5 business school. My full list of business services includes: (Investor Ready) * Strategic Planning and Fundraising Documentation * Financial Models (3 statements, DCF, Markets multiples) * Business Planning (Pitch books + Term sheets) * Accounting & Financial Infrastructure (Quickbooks) * Financial Forecasting and Valuation Reports (Deloitte Standards) * Board of Director Presentation and Reporting ** In-person meeting/strategy session if you are in New York or Google Video chat (1-Hour free) If we work together I will guarantee: 1 - You will be a top priority 2 - 100% project success Best, Amro
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    Financial Model
    Venture Capital Consulting
    Pitch Decks
    Business Plan
    Fundraising
    PitchBooks
    Financial Forecasting
    Business Consulting
    Business Valuation
    Financial Modeling
  • $110 hourly
    I'm a CFA Charterholder, (Chartered Financial Analyst). I have created detailed, and data integrated financial models and BI dashboards for Fortune 500 companies. I have deep expertise in financial modeling, FP&A, budgeting, valuation, financial analysis, and data science. Everything a modern Fractional CFO needs to set up a finance department from scratch, and help you fundraise. I have over 10 years of experience as a CFO in Canadian, US, Australian and Italian companies. I've helped raise +$600 million to date in debt and equity for real estate projects and startups. I'm well versed in advanced statistics, time series analysis, VBA, Google Scripts, R, Python, SQL, DAX, M, Excel Automation, SPSS, PowerBI, GDS, Dynamics 365 and more. The aim of all my skills is to accurately model, automate, present and control your financial processes. My favorite quote is by Warren Buffett, who is my greatest inspiration: "Someone’s sitting in the shade today because someone planted a tree a long time ago." This quote summarizes my attitude towards financial management, and business.
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    Chartered Financial Analyst
    Economics
    JavaScript
    API Integration
    Visual Basic for Applications
    Looker Studio
    Budget Management
    Microsoft Power BI
    Blockchain
    SQL
    Real Estate Financial Modeling
    Data Science
    Investment Research
    Financial Modeling
    Financial Analysis
  • $80 hourly
    🏆 Certified Business Valuation Analyst (ABV credential in Business Valuation) from American Institute of Certified Public Accountants, USA (AICPA No.- 255907545) 🏆 MBA & Ph.D-Finance from Indian Institute of Foreign Trade, New Delhi (Top 10 B-School). 🏆 15+ Years of experience with Business Valuation, Startup Consulting & Real Estate 🏆 Ex- Venture Capitalist & Investment Banker 🏆 GRI, Netherland- Certified Sustainability Professionals Dr. Gaurav Barick has started his career as an Investment Banker and just after 7 years move to Venture Capital Industry. Currently, he is founder of Transaction Capital LLC is a Delaware, United States registered Company. ------------------------------------------------------------------------------------------------------------------------- My Skills are- Startups Consulting:- 🏆 Start-up Valuation/Early stage Company Valuation 🏆 Business Plan 🏆 Financial Projection/Financial Model 🏆 Cap-table 🏆 Virtual CFO 🏆 Industry Research/Market Research 🏆 Go to Market Strategy 🏆 Feasibility Study 🏆 Information Memorandum/Prospectus 🏆 E1, E2, EB5 & L1 Visa Business Plan 🏆 LBO/MBO Modelling Corporate Transaction Valuation:- 🏆 409A Valuation 🏆 Valuation of Intellectual property (Intangible Valuation) 🏆 Brand Valuation 🏆 Valuation of Convertibles, Option & Warrants 🏆 ESOP Valuation 🏆 Hybrid Valuation/Complex Valuation/Convertible Valuation 🏆 Valuation of Corporate Guarantee 🏆 Valuation of Trademark & Customer contract 🏆 Database & Non-Compete Agreement Valuation 🏆 Litigation Valuation/Divorce Valuation 🏆 BackSolve Valuation/Black Scholes/Binomial Valuation 🏆 Patent Valuation 🏆 Discounted Cash Flow (DCF) Valuation/Comparable Valuation 🏆 Distress Valuation 🏆 Cryptocurrency/Bitcoin Appraisals and Blockchain Project Valuations 🏆 Currency Swap Valuation Research:- 🏆 Equity Research 🏆 Pre-IPO Research 🏆 ESG Reporting/ESG Research 🏆 GRI/SASB Reporting 🏆 Sustainability Research 🏆 Impact Assessment of CSR Activities Real Estate Advisory 🏆 Property Valuation 🏆 Land Valuation 🏆 Real Estate Valuation/REIT 🏆 Real Estate Private Equity Fund (GP/LP, Waterfall, IRR, DSCR) 🏆 Real Estate Underwriting 🏆 Multi Family/Single Family 🏆 Real Estate Appraiser Tax Compliance Valuation:- 🏆 Share-Based payments including for Tax Reporting purposes (IRC 409A, ASC 718, IFRS 2) 🏆 Specialized Tax and Financial Reporting Situations (IRC 338, IRC 331, ASC 852, IFRS 9, and IAS 39) 🏆 Valuation of Charitable Trust (IRC 170) 🏆 In-Process R&D Analysis (IRC 170) 🏆 Valuation of Non-Compete agreements (IRC 197) 🏆 Asset Allocation Analysis (IRC 1060) 🏆 Valuation for “C” to “S” Conversion (IRC 1374) 🏆 NOL Limitations (IRC 382) 🏆 Business & Legal Entity Valuations (IRC Section 338 and IRC Section 355) 🏆 Gift and Estate Tax Planning (Sec 20.2031-1(b) & 25.2512-1) 🏆 Valuation support for Section 83(b) elections) Financial Reporting Valuation:- 🏆 Fair value Measurement (ASC 825) 🏆 Impairment or disposal of long-lived assets (ASC 360) 🏆 Goodwill and Indefinite-Lived Intangible Impairments (ASC 350) 🏆 Purchase Price Allocation and Impairment Testing (ASC 805, IFRS 3, IAS 36) 🏆 Venture Capital and Private Equity Portfolio Valuation Support (ASC 820 and IFRS 13) 🏆 Options (ASC 718) and restricted securities 🏆 401(k) investments in closely held companies 🏆 Asset Retirement Obligation (ASC 410) 🏆 Derivatives instruments (ASC 815) 🏆 Section 382 NOL Ownership Change Studies 🏆 Non-Cash Charitable Contributions
    vsuc_fltilesrefresh_TrophyIcon Adaptive Insight
    Investment Preparation
    Real Estate Financial Modeling
    Financial Model
    Sustainability
    Underwriting
    Financial Prospectus Writing
    Real Estate Appraisal
    Company Valuation
    Startup Consulting
    Financial Projection
    Business Plan
    Venture Capital Consulting
    Equity Research
    Financial Analysis
    Business Valuation
  • $140 hourly
    "Marko is phenomenal. I hired him to put together a complex legal case management system using Excel/Google Sheets, and the final product was incredible. He's a sponge. He rapidly absorbs facts about your problem and tailors a solution. What I appreciate the most is that he always moves the ball forward and takes the initiative to get the project done. His skill set is formidable to say the least. I can ask him to do financial analysis, workflow management, excel reporting -- when it comes to business, he can do it all. The only reason I would not recommend him is my own selfishness: I'm floored with his abilities and I want him to work only for me on my projects. If I could afford it, I'd clone him to be my CEO, my CFO, my CPA, my Director of Operations, IT, full-time consultant, just about everything." "Marko understood my vision and created a very successful business plan! Highly recommend if you seek a dedicated person to capture your vision with great guidance to share for a great finish product." ------- I have over eight years of Project Management experience working on complicated engineering projects in the aerospace and automotive industries following my studies in Physics at the University of Bath. As part of these roles, I have been responsible for in-depth financial forecasting and planning, running each project like its own small business to ensure maximum profit margin is achieved. My professional experience and education have provided me with strong data analysis and problem-solving skills. With my firm grasp of Excel, I have provided financial consulting support to many businesses - analysis of cash-flows, profit/loss, financial forecasting and modelling, risk management, business and project planning etc. - as well as producing powerful tools that can be used to allow them to review their company's business plans, track performance, and make high-level strategic decisions. I am happy to send a sample of this work as part of any contract discussions. I am hardworking, flexible, and versatile, and I can lend my hand to a large number of complex activities. I am an efficient worker and take a lot of pride in my work to ensure that I always complete the work to the highest quality possible. For more information on previous work then take a look at my portfolio and if you have any further questions then please do not hesitate to contact me.
    vsuc_fltilesrefresh_TrophyIcon Adaptive Insight
    Project Plans
    Microsoft PowerPoint
    Microsoft Excel
    Microsoft Project
    Financial Analysis
    Google Sheets
    Spreadsheet Software
    Project Management
    Business Analysis
    Project Risk Management
  • $50 hourly
    ﴿ Recognized by Startup City Magazine among '10 Best Consultant Startups 2016'. ﴿ Recognized by Silicon India Magazine among '10 Most Promising Financial Consultants 2018'. ﴿ 800+ Jobs completed, $800K+ earnings, 40,000+ hrs worked by our company on Upwork. ﴿ CMA / MBA / BTech. - Offering highly sought after combination of financial skills, business management skills and technical knowledge. ﴿ Top 1% in Excel Modelling, 1st Placed in Financial Forecasting and 'Top Rated' contractor on Upwork. We were consistently Ranked among Top 10 contractors on Elance under Finance Category. SERVICES OFFERED: 1. CORPORATE FINANCE ADVISORY We provide financial advice to enhance an organizations’ financial performance and increase its business value. We also provide valuation and corporate investment advice. 2. INVESTMENT ADVISORY/ EQUITY RESEARCH We provide investment advisory services in equities, mutual funds, commodities, and real estate. Our highly qualified and experienced research would guide you at every stage of investment to achieve the best combination of risk and reward. 3. ADMINISTRATION/IT (ACCOUNTING AND FINANCE) We provide support for any finance related admin work such as content for portals, database management, dashboards, performance reporting, client portfolio reporting, corporate presentations and preparing layouts for annual reports. Our experienced team is well versed with many tools useful in day to day data management like Microsoft Excel VBA, Access database, Dashboard builders, Myob, Zoho, Quickbooks etc. 4. MODELING/ ANALYTICS We are proficient in conducting all kinds of financial modeling and statistical analysis in MS Excel, SPSS, Frontline and @Risk. We are skilled in use of econometric tools like probability distributions, regression, co relation, co variance, Chi Square test, Z Test, T Test, ANOVA Analysis, and Monte Carlo Simulation. We are also expert Excel Dashboard builders. 5. STARTUP SOLUTIONS We provide end to end solutions to start-ups including business plan formulation for investors, financial forecasting, investor presentations and teasers, marketing plan, budgeting, strategic plan, e-commerce launch and fund raising consultancy.
    vsuc_fltilesrefresh_TrophyIcon Adaptive Insight
    Managerial Finance
    Investment Banking
    Real Estate Investment Assistance
    Private Equity
    Business Modeling
    Business Valuation
    Business Proposal Writing
    Microsoft Excel
    Strategic Plan
    Financial Modeling
    Corporate Finance
    Financial Management
    Business Plan
    Business Analysis
    Financial Analysis
  • $100 hourly
    I'm a seasoned, Senior Financial & Data Analyst for growing startups with valuable, unique experience scaling a startup to $1B valuation and raising over $300M during my tenure, supporting a B2B SaaS, PE-backed growth company, and advising a handful of startups helping raise Seed and Series A rounds. To give back to the communities I'm active in, I mentor startups and small businesses at Shapers Impact Capital, WeWork Labs, Portland Incubator Experiment, OSU, PSU, and WSU. Tasks I'm most impactful to businesses: - Financial modeling & projections - Excel, BI Reporting, Google Data Studio, SQL wizard - Budgeting & forecasting - Variance analysis - Pricing analysis - Quickbooks, Shopify, Paid Ads, SalesForce, NetSuite, BigML, Looker, Python proficient - Growth strategies (customer whitespace and expansion, marketing channel expansion and optimization, market prioritization and expansion, product expansion, pricing optimization) - Accelerating and optimizing sales & marketing - Market research & analysis - Business, data, & marketing analytics - Investor readiness Industries I've supported extensively: - B2B SaaS - DTC Brands - Ecommerce - Retail - Brick and mortar - Food & Beverage - Restaurants - Consumer Packaged Goods (CPG) - Consumer Electronics - B2B Service
    vsuc_fltilesrefresh_TrophyIcon Adaptive Insight
    Financial Projection
    Financial Analysis
    Financial Planning
    Industry Knowledge
    Microsoft Excel
    Financial Forecast
    Financial Modeling
    Marketing Data Analytics
  • $125 hourly
    ◼️ BACKGROUND I am an expert in my area of focus with 15 years of entrepreneurial and diverse business and startup experience. I hold an undergraduate degree from Columbia University and an MBA from The George Washington University. I currently reside outside San Francisco by way of New York City. I am creative, forward thinking and have a proven track record of taking ideas from the conceptual stage to fully operating businesses with my own startups. Preparing the required documents that investors must review to evaluate your company’s investment opportunity takes experience and time. Through building my own startups, and working with clients, I know exactly what investors are looking for when evaluating startups. I will carefully guide you through the entire process and prepare the required collateral to peak an investors curiosity and to raise capital. I have worked with clients (100+ companies) from pre-seed to series C, and beyond, including my own funded startups. I know what investors and accelerators are looking for (Y-Combinator, TechStars, 500 Startups, et al.) when sizing up startups. Let’s talk! ◼️ TESTIMONIALS "Peter is an absolute professional in every sense of the word . . . The end product far exceeded my expectations and I will continue to tap Peter for future projects." "Brilliant Peter! He is very helpful and approachable and is always available to answer any questions. I would highly recommend working with him!" "Peter and his team crushed it!!! The best freelancer on Upwork" ◼️ EXPERTISE Pitch Decks: Prepare a compelling business narrative (in Google Slides, PPT or Keynote) with content and modern design that's investor ready Executive Summary (1-pager): Prepare a concise summary of the the business opportunity Sales Presentations: Prepare a complete deck to win new clients or partnerships Business Plans: Prepare a comprehensive plan (in Google Docs.) that covers your entire operation from A to Z Branding: Develop brand guidelines (with logo design, color palette and typeface) and visual identity across all assets Financial Projections: Prepare an editable financial model with 5-year projections, cash flow, balance sheet, breakeven/sensitivity and other required KPIs Term Sheets: Prepare Convertible Note/SAFE Note Agreements ◼️ INDUSTRIES SERVED Technology, Education, Real Estate, Fintech, Fashion, Health and Wellness, SaaS, Consumer Goods, Life Sciences, Adtech, Media & Entertainment, Legal, Hospitality and Tourism, Financial Services, Aerospace ◼️ TIMELINE Pitch deck: 2 weeks (max) Pitch deck and financial model: 3 weeks (max) Business plan, pitch deck and financial model: 3 weeks (max) 1 pager: 3 days ◼️ BENEFITS Work with an expert Receive investor ready material Save you time and distraction Proven process with a track record Helped clients raise hundreds of millions SEND ME A MESSAGE. LET’S GET BUSY!
    vsuc_fltilesrefresh_TrophyIcon Adaptive Insight
    Business Consulting
    Business Plan
    Financial Model
    Financial Projection
    Presentations
    Sales Presentation
    Financial Modeling
    Pitch Deck
    Pitchbook
    Financial Management
    Fundraising
    Venture Capital Consulting
    Startup Consulting
  • $60 hourly
    Expert in Argus DCF and Enterprise modeling Expert in Excel modeling Expert in commercial Real estate valuation Expert in financial modeling Asset management Portfolio management
    vsuc_fltilesrefresh_TrophyIcon Adaptive Insight
    Cash Flow Software
    Valuation
    Financial Modelling
    Argus
    MS Excel
    Commercial Lease
    Underwriting
    Real Estate Appraisal
    Asset Management
    Financial Modeling
    Real Estate Financial Modeling
  • $125 hourly
    I love entrepreneurs and working in entrepreneurial environments. I've written over 50 business plans, created pitch decks and developed financial models for ventures across multiple industries which have helped raise over $100 million in funding. Through this experience, I have gained a strong understanding of what investors look for when making a decision and the types of questions that must be addressed in order to secure funding. My experience is not limited to consulting. I've helped start 14 companies, one of which was a finalist in the TechCrunch disrupt competition, four have exited. I hold an MBA in finance from Thunderbird School of Global Management -- ranked #1 in the world for Global Business. And I have used my experience to help others as a Professor of Entrepreneurship to Master's-degree candidates. I also volunteer my time as a mentor to startup entrepreneurs at two accelerator programs. I have been a published author since 2001. This includes having collaborated on three books on entrepreneurship, one of which sells over 1 million copies and another that President Bill Clinton wrote the forward to. I enjoy working for clients that want to have a major impact on the world. ABOUT MY WORK My work has been profiled in The Washington Post and Investor's Business Daily. Additionally, my client work has been the subject of an episode on The Simpson's and featured in a song by a Platinum-award winning country music artist. Clients that I have advised include the following industries: Alcohol, Cannabis, Big Data, Artificial Intelligence, Retail, AR/VR, mobile, gaming, construction, agriculture, social networking, data security, consumer food products, entertainment and enterprise resource planning.
    vsuc_fltilesrefresh_TrophyIcon Adaptive Insight
    Business Strategy
    Executive Coaching
    Pitch Deck
    Sales & Marketing
    Business Writing
    Finance
    Microsoft Excel
    Financial Writing
    Due Diligence
    Marketing Strategy
    Market Analysis
    Market Research
    Budget Plan
    Financial Analysis
    Financial Modeling
  • $175 hourly
    Having spent more than 16 years in the Finance and Management industries, I successfully enabled over 100 entrepreneurs, companies, non-profits and governments to expand their business, manage their finances, develop their economies and right-size their operations. As a fractional Chief Financial Officer and Chief Operating Officer, I assisted several startups in various industries (such as E-Commerce, SaaS, Web3, Crypto, Medtech, venture capital, energy, etc) in building their financial and operational capabilities, including: - developing accounting policies and controls; - managing accounting processes such as monthly closes, A/R, A/P, Reconciliation and Reporting; - developing HR and IT functions, including hiring process and technology management program; - running and integrating ERP systems with payment processing and accounting systems (Quickbooks, Netsuite, Xero, Quickbase, Paypal, Expensify, etc) - building a strategic finance function, including budgeting, KPI development, Financial Planning and Analysis - assisting with fundraising strategies and equity management, including management of third-party systems such as Carta During my stint as an Investment Banker, I managed many acquisitions and divestitures from sourcing to closing, and helped clients to develop: - business strategy - competitive landscape analysis - financial forecasts - fundraising and sales pitch decks - board presentations - business valuation - transaction management and negotiation During my stint as a portfolio manager, I assisted in achieving the targeted returns through developing: - risk-based allocation strategies - hedging and dynamic portfolio management tools - customized benchmarking During my stint as a fixed income trader, I helped companies to understand the capital markets and provided liquidity to market participants through creating: - risk management and pricing models - market analysis and idea generation As a Chartered Financial Consultant, I help individuals and companies to manage and expand their wealth according to their needs through: - expense tracking models - risk-based wealth management strategies - optimization of income production and debt reduction - life planning strategies Through my wealth of experience and versatile skill sets, I hope to be able to assist you in meeting your goals. Looking forward to having a conversation, and hopefully working with you!
    vsuc_fltilesrefresh_TrophyIcon Adaptive Insight
    Company Valuation
    Investment Strategy
    People Management
    Financial Modeling
    Shareholder Relationship
    Investor Overview
    Entrepreneurship
    Venture Capital Consulting
    Business Services
    Accounting
    Business Analysis
    Financial Analysis
    Presentations
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