Hire the Best
Anaplan Freelancers
Check out Anaplan professionals on Upwork, with the skills you need for your next job.
Trusted by 
Sergei M.
Kyiv, Ukraine
💼 🇨🇦 Canadian CFA Charterholder | Fractional CFO | $1B+ Raised | 2 x IPO | Top Rated Plus | AI-Powered Financial Models
Need an investor-grade model that stands up to VC scrutiny? Want to apply systems thinking to your business through financial modeling? Want to translate your business strategy into a compelling, data-driven financial story for your Seed, Series A, or beyond?
You're in the right place.
As a Canadian CFA charterholder based in Europe (flexible for U.S. time zones), I bring Western business fluency with global cost-efficiency. I’ve built institutional-grade, AI-enhanced financial models that helped raise over $1BN for startups across the U.S., Canada, and Europe, and optimize business performance through systems thinking. I'm also a Top 100 finalist in the Financial Modeling World Cup and proudly Top Rated Plus on Upwork, with 290+ clients and over $1M earned.
🎯 I help founders and CEOs:
✅ Raise Seed to Series B capital with models that anticipate investor questions and present a clear path to scale.
✅ Optimize strategy and operations with KPI-driven dashboards and data models (Power BI, Excel, SQL).
✅ Establish scalable finance functions—migrating from messy spreadsheets to professional, automated systems.
✅ Defend valuations in high-stakes settings, from 409A reports to expert court testimony and exit planning.
🛠 Core Services:
Investor-Ready Financial Modeling (3-statement, SaaS, E-commerce, Real Estate)
Fractional CFO Services (Budgeting, Forecasting, Strategic Finance)
Valuations (409A, Cap Table Modeling, M&A, Litigation)
BI & Financial Automation (Power BI, Excel/VBA, Python, SQL)
Due Diligence & Transaction Support (Buy-side, Sell-side, Investor Reports)
🧠 Trusted By:
Sony, Novo Nordisk, Unilever and hundreds of fast-scaling startups. I combine Wall Street rigor with startup speed.
⚡ Tech Stack:
Excel | VBA | Power BI | SQL | Python | R | Google Sheets | AI-enhanced FP&A
✅ Let's Talk
You need precision. I deliver clarity and capital-ready confidence.
Send me a brief—let’s get your strategy funded and future-proof.
- Financial Analysis
- Financial Modeling
- Investment Research
- Data Science
- Real Estate Financial Modeling
- SQL
- Blockchain
- Microsoft Power BI
- Budget Management
- API Integration
- Economics
- Chartered Financial Analyst
- AI Consulting
- Machine Learning
- Artificial Intelligence
Joshua A.
Toronto, Canada
AltKey Solutions | Josh A.
🌟 "Leading a team of Excel powerhouses, I bring the pinnacle of financial acumen and unmatched Excel mastery directly to your projects." 🌟
Hello! I'm a seasoned Finance Professional with a rich background in high-stakes environments, including a senior role at a top tier Private Equity firm and as an Investment Banking Associate at a major bank. With a proven track record of excellence, I am in the elite top 1% of Excel users globally.
What sets me apart:
* Excel Mastery: Not only do I create advanced financial models, but I also design solutions that streamline processes, enhance analytics, and drive efficiency. From intricate formulas to dynamic reports, I transform complex data into actionable insights.
* Financial Expertise: My extensive experience in private equity and investment banking allows me to offer expert services in personal finance, portfolio management, and financial analysis. I am adept at turning financial chaos into structured, profitable strategies.
* Project Leadership: As the leader of a team of highly skilled Excel users, I've successfully managed projects that demand precision, innovation, and strategic acumen. My hands-on approach ensures that every project is executed with the highest standards of excellence and accuracy.
* Client-Centric Approach: With numerous freelance projects under my belt, I understand the dynamics of remote work and client relations. My commitment is to deliver top-tier results, tailored to meet the unique needs and objectives of each client. Your success is my priority.
* AI Integration Expertise: My proficiency doesn’t stop at Excel; I am adept at incorporating advanced AI technologies to supercharge financial models and data analysis. This unique skill set allows me to leverage machine learning algorithms and natural language processing to provide predictive insights, automate complex tasks, and optimize financial decision-making. By integrating AI with traditional financial tools, I deliver future-ready solutions that keep you ahead in a rapidly evolving digital landscape.
With a substantial track record in finance, developed through pivotal roles at top-tier institutions, I am well-prepared to offer exceptional value and insights from day one on Upwork. My extensive experience, acquired off-platform, positions me uniquely to contribute to projects that demand nuanced skills and meticulous attention. I am enthusiastic about utilizing my expertise to support a broader range of clients and initiatives on this global platform.
Hiring me means you're not just getting an Excel expert; you're getting a strategic partner who will go above and beyond to ensure your financial strategies are sound, efficient, and effective. Let’s connect and discuss how I can bring your project to the next level of excellence. Your financial success is just an Excel sheet away!
- Microsoft Excel
- Financial Analysis
- Financial Modeling
- Real Estate
- Finance
- Excel Formula
- Excel Macros
- Microsoft PowerPoint
- Finance & Accounting
- Financial Accounting
- Financial Presentation
- Small Business Administration
- Financial Consulting
- Real Estate Financial Modeling
- Investment Strategy
Ashwini P.
Troy, United States
PROFILE SUMMARY
* A competent professional with over 18 years of experience in Finance and Sales and Revenue
Operations
* Possess excellent interpersonal communication, analytical and organizational skills
* Analytical review of business operations; investigating and understanding key business issues,
providing clear, concise and timely analysis and actionable insights
* Proficient in advance MS Office, Salesforce, SAP Business Objects, SQL and Anaplan
- Anaplan
- Microsoft Excel
- Sales Operations
- Communication Skills
- Compensation
Peter P.
Fethiye, Turkey
5 years of Anaplan Analyst and Architect experience, before worked for 4 years in .NET development, had Silverlight, ASP.NET MVC+JS projects. Created lots of custom SQL and VBA solutions for data processing for small businesses.
- Anaplan
- SQL
- Python
- Microsoft Excel
- Visual Basic for Applications
- JavaScript
- Financial Modeling
Kristi J.
Tartu, Estonia
I'm an accountant/chief accountant/financial analyst with very good technical and analytical skills. I have very good excel skills. I have participated in several implementation projects of financial tools, such as Anaplan, Microsoft 365 BC, Basware CLM. Worked with several accounting programs such as SAP, Axapta, D365BC, Basware CLM/IP/TEM/CM, Movex, AGM.
I'm very conscientious, keep the deadlines and fulfill my promises. I'm proactive, goal oriented and always trying to find the best solution.
Numbers and formulas are my cup of tea!
- Anaplan
- Microsoft Excel
- SAP
- Microsoft Dynamics 365
- Financial Software
Sobe S.
Montgomery, United States
Save millions in investment dollars with customized financial planning & analysis tools to grow your business:
❌ No complex, lengthy, costly consulting and implementation projects!
❌ No clunky change management, people management fees, or unexpected costs!
Receive customized workflows, personalized Excel templates, software setup for business of all sizes and at all stages. Can also request Paralegal services, bid management capabilities, and legal team partner for corporate transactions.
✔️INDUSTRIES: Law, Education, Government Contracting, Real Estate (Commercial & Residential), Transportation, Logistics, Healthcare, Agriculture, Media & Entertainment, Manufacturing, Ecommerce, and more.
✔️EXPERIENCE: Awarded *Top Performer* advising C-Suite executives with finance & accounting expertise! CFO/FP&A Services backed by experience closing business transactions valued over $6.2 Billion total. Dedicated to enabling sales success.
✔️SKILLS: Quickbooks Online bookkeeping professional. QBO Microsoft Excel advanced Financial Modeling skills.
- Anaplan
- Financial Modeling
- Accounting
- QuickBooks Online
- Financial Projection
- Financial Management
- Financial Planning
- Oracle NetSuite
- Financial Analysis
- Salesforce CPQ
- Project Finance
- Real Estate Financial Modeling
- Financial Statements Preparation
- Data Entry
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Summa Linguae