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Rating is 4.8 out of 5.
4.8/5
based on 335 client reviews
  • $125 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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    Business Development
    QuickBooks Online
    Financial Reporting
    Analytics
    Business Innovation
    Financial Analysis
    Managerial Finance
    Problem Resolution
  • $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
  • $125 hourly
    18 years of experience in financial modeling, investing, and valuation 12 years of experience in Investment Banking and Corporate M&A (in NYC) 4 years of Private Equity (in NYC) Served as the CFO and fractional CFO for five start-ups Upwork stats: 5/5 rating, >$50k earned, 100% success rate on 80 jobs
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    Investment Research
    Startup Consulting
    Business Strategy
    Business Modeling
    Managerial Finance
    Business Writing
    Corporate Finance
    Investment Banking
    Business Management
    Business Valuation
    Business Analysis
    Financial Modeling
    Business Plan
  • $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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    Workday Adaptive Planning
    Financial Planning
    Personal Budgeting
    Bookkeeping
    Financial Modeling
    Microsoft Word
    Budget Management
    General Ledger
    Microsoft Excel
  • $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 ($8 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 software space. As a TechStars Mentor, I have worked side by side with several ambitious startup founders, advising them on the best approach (pitch, pitch deck, financials) to dominating Demo Day. 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 - Identifying and contacting high probability investors - Building compelling pitch decks to support funding - 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
  • $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
  • $150 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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    Market Research
    Financial Modeling
    Marketing Strategy
    Management Consulting
    Corporate Strategy
    Startup Consulting
    Business Modeling
    Process Improvement
    Product Design
    Product Management
  • $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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    Cold Calling
    Business Coaching
    Email Marketing
    Private Equity
    Business Writing
    Marketing Strategy
    Microsoft Excel PowerPivot
    Investment Banking
    Microsoft Excel
    Salesforce CRM
  • $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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    Executive Summary
    Business Proposal Writing
    Business Planning & Strategy
    Business Writing
    Business Plan
    Financial Analysis
    Business Analysis
    Business Valuation
    Financial Modeling
    Business Modeling
    Financial Report
  • $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 Modeling
    Business Valuation
    Investment Research
    Investment Strategy
    Stock Option Agreement
    Portfolio Management
    Forecasting
    Chartered Financial Analyst
    Marketing Strategy
    Financial Analysis
  • $99 hourly
    Is your business ready for growth and clarity? As a seasoned Fractional CFO with over 10 years of experience, I have honed my skills in financial management, strategic planning, and operational efficiency to help businesses reach their full potential. I specialize in helping start-ups and mid-sized businesses streamline their financial operations and align their financial strategies with their business goals. My passion is providing the financial leadership and acumen needed to drive growth, improve performance, and increase profitability. I thrive on the challenge of turning financial data into strategic insights that drive business decision-making. At this point in my career, I’ve worked with hundreds of clients, and just about every one of them has been completely satisfied with my service. The key to this success is delivering a massive return on investment (ROI). With my extensive experience in financial management, I have developed a deep expertise in identifying and implementing cost-saving measures, maximizing revenue streams, and optimizing budget allocation. My approach is rooted in thorough data analysis and strategic planning to ensure long-term sustainability and growth for businesses of all sizes. One of my key strengths is my ability to adapt to a wide range of industries. I have successfully navigated the unique financial landscapes of various sectors, from SaaS and manufacturing to breweries and Amazon retailers, tailoring my approach to fit each one's distinct needs. This adaptability has not only honed my versatility but has also equipped me with a broad understanding of diverse business models and market dynamics. This cross-industry experience allows me to bring fresh, interdisciplinary perspectives to the table, helping businesses to innovate and stay ahead of the curve. If you're looking to outsource your financial needs, I would love to discuss how I can assist you. Let's connect and have a quick chat about the value I can bring to your business and how I can help your business reach its full potential.
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    CPA
    Venture Capital Consulting
    SaaS
    Startup Consulting
    Business Valuation
    Financial Modeling
    Financial Accounting
    Microsoft Excel
  • $50 hourly
    Excel offers incredibly much more than companies ever realize. I have many years of in-depth experience in creating solutions within Excel. If you have ever encountered an insurmountable challenge in Excel please consider reaching out to me at Excel Highway. I have assisted companies with Excel from solving minor challenges to building entire platforms within Excel. Solutions that save time, money and make companies more profitable and effective. I have a successful track record of developing functional solutions for businesses around the world. “If you can dream it, I can build it in Excel.”
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    Analytics Dashboard
    Google Sheets
    Spreadsheet Macros
    Microsoft Excel
    Data Analysis
  • $200 hourly
    17 years of experience with 200+ clients between pre-seed and series B in the US/UK/EU across SaaS, Fintech, Biotech companies and many more in AI/ML, EdTech, and beyond - resulting in $1.4B+ in transactions. 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 your tech startup? Are you exhausted from the fundraising process? This is where I come in... My financial modeling and valuation services are designed to meet the specific needs of tech companies like yours by providing: - Top-notch models showing your key business drivers and assumptions for easy scenario testing - Tailored valuations establishing your company’s intrinsic value compared to relevant peers I put clients in the best position possible when pitching investors, planning M&A, or making strategic decisions. 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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    Venture Capital Consulting
    Financial Analysis
    Valuation
    Mergers & Acquisitions
    Business Plan
    Business Analysis
    Due Diligence
    Company Valuation
    Investment Research
    Startup Consulting
    Financial Modeling
    Business Valuation
    Management Consulting
  • $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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    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $125 hourly
    I'm a CFA Charterholder, (Chartered Financial Analyst - charter number #185489). I have created detailed, and connected financial models and BI dashboards for Fortune 500 companies. My list of clients includes public firms such as Sony, Medavail, Novo Nordisk, and Unilever. I'm ranked #99th in the world in the recent Financial Modeling World Cup (FMWC) competition. I have done my time as CFO in SaaS, Blockchain, E-commerce, Real Estate and Manufacturing companies. I'm a modern Fractional CFO that can optimize your finance department, or create one from scratch. I have deep expertise in financial modeling, valuation, financial analysis, and data science. I have over 19 years of experience in finance in Canadian, US, Australian, Israeli and Italian companies. I've helped raise +$600 million in the last 19 years 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 optimize, automate, present and control your financial and analytical 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
  • $120 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.
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    Project Plans
    Microsoft PowerPoint
    Microsoft Excel
    Microsoft Project
    Financial Analysis
    Google Sheets
    Spreadsheet Software
    Project Management
    Business Analysis
    Project Risk Management
  • $75 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.
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    Managerial Finance
    Investment Banking
    Business Valuation
    Private Equity
    Business Proposal Writing
    Business Analysis
    Financial Management
    Financial Analysis
    Strategic Plan
    Business Plan
    Real Estate Investment Assistance
    Corporate Finance
    Business Modeling
    Financial Modeling
    Microsoft Excel
  • $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
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    Cash Flow Software
    Real Estate Financial Modeling
    Underwriting
    Real Estate Appraisal
    Asset Management
    Commercial Lease
    Argus
    Valuation
    Financial Modeling
  • $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 25 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
  • $100 hourly
    I am an ex-Investment Banker with more than 8 years of experience in Mergers & Acquisitions, IPOs, and Leveraged Finance at Bulge Brackets Institutions in Europe (UBS London and Lazard Paris) and most recently in South America (BTG Pactual and BBVA, Peru). From this I have developed strong quantitative and analytical skills, along with financial modelling and presentation abilities. As an Investment Banker I have been through the whole process of an M&A transaction, from pitching the client, preparing the marketing materials (teaser, information memorandum, management presentation), contacting the bidders, managing the dataroom and Q&A, organizing the site visits, negotiating the SPA, etc. I have been involved in more than 25 M&A processes, be it on the sell side or buy side. I have also built and reviewed a significant amount of operating or valuation models (100+) sent by clients that we had to adapt and modify or by reviewing my analyst’s models. Preparing presentations or marketing materials is also a key task of an Investment Banker; I have personally worked on more than 200 pitches presented to clients and prospects, 15 Information Memorandums sent to potential Investors, and 10 Management Presentations presented by company executives to interested bidders. I have worked in industries such as Healthcare, Tech/SaaS, Luxury Goods, Sports, Industrial, Manufacturing, Infrastructure, Energy, Mining. I combine my extensive experience with outside-the-box thinking, a high attention to detail, knowledge of current business issues, and a commitment to excellence for any work I undertake. I have repeatedly been able to turn around situations which others considered too difficult or impossible, to the advantage of my clients. As a freelance financial consultant I specialize in: - Business valuations - Complete Financial plans (full 3 statements) - Preparation of information memorandum/pitch decks for investors - Creation of Business plans - Market research (industry analysis, market sizing, competitive analysis, customer analysis, SWOT) - Financial due diligence - Analyzing Financial Statements - Cap tables I take your success and satisfaction personally, as it reflects directly on me as a professional. I will accept engagements only after first being clear about your needs, goals, and expectations. I look forward to working together and I would finish by stating that I am 100% committed to making sure that all our mutually agreed goals are not only met, but exceeded. Davy
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    Corporate Strategy
    Research & Strategy
    Private Equity
    Venture Capital Consulting
    Corporate Finance
    Financial Analysis
    Sales Presentation
    Financial Presentation
    Financial Reporting
    Business Presentation
    Business Modeling
    Business Valuation
    Financial Modeling
  • $25 hourly
    I am founder and principal consultant at Caston Corporate Advisory Services. We are a team of Seasoned professionals with proficiency in financial research, accounting, data entry, business valuation and investment banking. We are committed to top quality service delivery within agreed timelines. With more than 300 satisfied clients across the globe, Caston takes pride to be one of the most trusted service partners by its clients. Confidentiality remains a protocol. Our key service area include: - Financial Forecasting - Business Plan - Investor Presentation - Management and financial reports - Accounts payable reconciliation - Inventory reconciliation - Accounts receivable reconciliation - Business valuation - working capital management - Financial risk management - Financial due diligence - Credit Appraisal forms I am a CFA, and graduated in Commerce with more than 14 years of experience in corporate finance and advisory.
    vsuc_fltilesrefresh_TrophyIcon Adaptive Insight
    Business Writing
    Pro Forma Statement
    Due Diligence
    Cash Flow Modeling
    Investor Overview
    Chartered Financial Analyst
    Accounts Payable Management
    Business Valuation
    Investment Research
    Investment Strategy
    Cost Accounting
    Accounting Basics
    Investment Banking
    Microsoft Excel
    Financial Projection
  • $150 hourly
    ◼️ BACKGROUND I am a master of my craft with 15+ years of entrepreneurial and diverse business and startup experience. I have a proven track record of taking ideas from the conceptual stage to fully operating businesses with my ventures and can help you achieve your goals! I have been in your shoes trying to get a business off the ground, and I understand what it takes! I have worked with 265+ startups on Upwork, and more through referrals, from pre-seed to series D. I know how to grab an investor's attention and what they are looking for when deciding to invest. I will methodically guide you through my tried and true process that I have perfected from start to finish to help you prepare a compelling business story to raise capital and accelerate growth. I hold an undergraduate degree from Columbia University and an MBA from The George Washington University. I currently reside in San Francisco's Bay Area by way of New York City. ◼️ 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 (in Google Slides, PPT, or Keynote) content with a clean and modern design to secure funding Executive Summary (1-pager): Prepare a concise and punchy summary of the startup's story Sales Presentations: Prepare a persuasive sales narrative to win new clients and/or partnerships Business Plans: Prepare a comprehensive plan (in Google Docs.) that covers the details of your business from A to Z Financial Projections: Prepare an editable financial model with 5-year projections, cash flow, balance sheet, breakeven/sensitivity, and any other requirements to raise capital or manage operation ◼️ INDUSTRIES SERVED Technology, Education, Real Estate, Fintech, Fashion, Health and Wellness, SaaS, Consumer Goods, Life Sciences, Adtech, Media and entertainment, Legal, Hospitality and Tourism, Financial Services, Aerospace ◼️ TIMELINE Pitch deck: 2 - 3 weeks (max) Pitch deck and financial model: 3 weeks (max) Business plan, pitch deck, and financial model: 4 weeks 1 pager: 7 days ◼️ MORE ABOUT ME Entrepreneurial Extremely organized Detailed oriented Great communicator and listener Patient ◼️ BENEFITS Work with an expert Receive investor-ready material Save time and headache A proven process that works Easy to work with Send me a message and let's have a discovery call.
    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
  • $50 hourly
    Workday HCM and Integration certified consultant , worked as a techno-functional consultant for last 13 years. Having solid experience of workday implementation and post go-live support for large workday project. Experienced on workday studio, core connector, EIB, REST, SOAP, RaaS and Document Transformation. I have end-to-end knowledge on custom report, Calculated fields, BIRT, CCTP, SOAP, REST, XML, XSLT and custom object. Solid knowledge on Workday HCM, Workday benefit, Workday time tracking, workday rrecruiting, workday finance, workday time Absence, Workday Project and workday Financial.Proven expertice on workday web services, workday API etc. Current job: Workday Individual Consultant(2017 to current date) Workday skills: From Workday version 24 to workday 2023R2, Technical and functional knowledge on the below areas: - Workday architecture and workday service methodology. - Core Concepts of workday functional area and modules - Workday Organization and configuration of them as per requirement - Staffing Model, implementation of staffing model for the specific organization. - Jobs and Positions for organization specific to different criteria - Transactions in Workday - Compensation Configuration and compensation event - Security configuration and security implementation - Business Process configuration and workflow management -Workday Absence Management, time tracking, and talent management - High volume data migration and data validation - Workday process monitoring and alert management - Integration Development, testing, and monitoring using integration tool. - Report Writer, report sharing, data analysis, custom matrix generation. - EIB, Data extraction of third-party application, Mass data load, and data validation - Report Designer - BIRT Reporting - nBox - Workday Studio - Cloud Connector - Package Connector - Web Services API's, XML, XSLT. - iLoad
    vsuc_fltilesrefresh_TrophyIcon Adaptive Insight
    Recruiting
    Compensation & Benefits
    Workday
    Report Writing
    API Integration
    RESTful API
    Integration Testing
    Laravel
    Unit Testing
    SOAP
    XSLT
  • $129 hourly
    A data analyst and chartered accountant with an MBA, I have excellent finance, data analysis and data visualisation skills. My work is easy to understand and follow, and is therefore appropriate for both a technical and a non-technical audience.
    vsuc_fltilesrefresh_TrophyIcon Adaptive Insight
    Chartered Global Management Accountant
    Marketing Analytics
    Google Analytics
    Tableau
    Management Accounting
    Business Planning & Strategy
    Data Visualization
    Management Consulting
    Financial Modeling
    Business Cases
    Business Plan
    Business Analysis
    Financial Analysis
    Strategic Plan
  • $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
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    Financial Projection
    Financial Analysis
    Financial Planning
    Industry Knowledge
    Microsoft Excel
    Financial Modeling
  • $200 hourly
    I’m the Top 1%, Expert-Vetted, Finance Freelancer who has become a go-to consultant with the secret sauce recipe here on Upwork for pitch decks, financial modeling build-outs, financial forecasting, M&A, business planning, underwriting due diligence, and valuations on B2B, CRE, D2C, and B2C transactions. If you are looking to grow your business, need interim CFO services to help your business grow, participate in a merger, acquire a business, or seek capital for your venture in our capital markets, I’m the guy people talk to here because I have 30 years of experience in the field. Yeah, I’m that end-to-end guy who can help you keep it out of the ditch and sleep at night. You don’t have to settle when you can have the best for a fraction of what I used to charge on Wall Street. Key experiences you will want in your corner: * Millions raised for my own projects. * $2 Billion+ in valuations for Upwork clients. * $15 Billion+ in underwriting, feasibility, and capital raise projects over the years. * Over 100 client assignments complete with rock-solid 95%+ Client Success Rating. * Former FINRA Compliance Vendor - SEC compliance is in my bones for crowdfundings, Reg A. and Reg D securities offerings. * Buy-Side/Sell-Side/Your Side Always. You can get there from here but it starts with reaching out to the professional who just doesn’t stop. I love this business and you will too – I guarantee it.
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    Financial Analysis & Valuation
    Real Estate Financial Model
    Business Management
    Business Proposal
    Capital Markets
    Equity Valuation
    Partnership Agreement
    Commercial Lending
    Financial Prospectus Writing
    SEC Regulation
    Underwriting
    Contract Negotiation
    Business Valuation
    Mergers & Acquisitions
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