Upwork home
Sign up
Secondary

Hire the best Chartered Financial Analyst (CFA) professionals

Check out Chartered Financial Analyst (CFA) professionals with the skills you need for your next job.
Hire freelancers
Clients rate Chartered Financial Analyst (CFA) professionals
Rating is 4.8 out of 5.
4.8/5
based on 158 client reviews
  2. Finance & Accounting Talent
  3. Financial Planners
  4. (Current) Chartered Financial Analyst (CFA) Freelancers
  • $150 hourly

    • 5.0/5
    • (74 jobs)
    Investment consultant with nearly 20 years of experience blending qualitative and quantitative disciplines in both retail and institutional roles, providing solutions to clients’ toughest challenges. Innovative problem-solver who optimizes portfolios as well as processes & procedures. Primarily focused in asset allocation, portfolio construction & risk management with experience in research, thought leadership, and client-facing roles. Past focus on building investment and financial models as well as investment portfolios. CFA charterholder, previous Series 7 & 63 registration holder. Excel & VBA wizard. Current Role: Krug Investment Solutions, LLC *CEO Independent investment consultant providing OCIO services to financial advisors and institutional investors. Advising on matters of asset allocation, risk management, portfolio construction, due diligence, and thought leadership content. Previous Roles: BlackRock * Vice President, Portfolio Solutions Provided consulting on portfolio construction and risk management to assist financial advisors with asset allocation, portfolio structure and implementation decisions. Through dedicated coverage of RIAs, Private Banks and Family Offices, developed deep partnerships with high-AUM teams and their CIOs. Often considered a key stakeholder in their decision-making process. Prudential Financial Inc * Senior Associate, Research, Multi-Asset Class Solutions Drove the research and thought leadership effort within the newly created group, catering to public and corporate pensions, sovereign wealth funds and other institutional clients. Delivered insights on investment trends and opportunities for clients through white papers, general economic reports and custom client-driven projects. Bloomberg New York, NY * Metals & Mining Analyst, Bloomberg Intelligence Provided in-depth analysis, trade ideas, and data sets on industries and companies via the Bloomberg terminal’s equity research portal. Covered base metals, precious metals, iron and steel from a macroeconomic and industry perspective. Published thematic research, as well as bullish & bearish scenarios for professional investors, traders and portfolio managers. * Investment Strategist, Bloomberg Wealth Led the development of multiple aspects of the RIA’s investment process & hybrid robo-advisor platform, especially focusing on the investment policy framework and portfolio construction process. SEI Investments *Senior Portfolio Strategist, Global Portfolio Strategies Responsible for research, development, implementation, and ongoing oversight of SEI’s strategic and active global asset allocation program, including goals-based strategic portfolios & funds, as well as multi-asset objective-based funds.
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Visual Basic for Applications
    Investment Research
    Investment Strategy
    Chartered Financial Analyst
    Portfolio Management
    Financial Modeling
    Microsoft Excel
    Financial Analysis
  • $70 hourly

    • 4.9/5
    • (188 jobs)
    I have experience with Financial Modeling, Business Valuations, Pitch Deck / Investment Memo and Private Equity transactions at large banks and boutique advisory firms. 8+ years of experience in Investment Banking, Private Equity & Venture Capital Proven track record, having led transactions totaling over $1 billion. Notable deals include: ✅US$20mn acquisition of a stake in Nerhadou Pharmaceuticals ✅US$82mn IPO of Macro Group on the EGX, the first cosmeceuticals company to list ✅US$372mn IPO of e-finance on EGX, the largest IPO in Egypt since 2007 ✅US$130mn IPO of Taaleem Management Services on EGX ✅US$80mn ABB of Fawry for Banking Technology and electronic payments ✅Contributed to AbuAuf’s full deal lifecycle from first conversation through term sheet to deal close ✅Screening potential investment targets and insuring their compatibility with fund strategy ✅Liaising between Due Diligence teams (Financial, Legal and Commercial) and potential targets ✅Monitoring portfolio companies’ performance and preparing monthly reporting packages ***The financial models I build allow any user to change any assumption 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 assumption in regards to revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity investments, debt or valuation. You or your investor/banker can easily use the model to easily do unlimited; testing, sensitivity analysis or break-even analysis in real time.*** Recent projects include: * Certified Business Valuations - for business sale or acquisition, capital raising, financial reporting and other purposes * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity and debt) * Deal Negotiations (business sales, acquisitions, financing transactions) * Financial due diligence for acquisitions * Financial Models and Operational Models for new and existing investments using DCF and Multiples valuation (incl. acquisitions, buyouts, recapitalization, valuations, private equity, venture capital, debt financing and portfolio analysis) * Business Plans / Investor Presentations / Private Placement Memorandum (PPM), Investor Memorandums, Prospectuses * Business and financial plan development for private equity investment firm * Business valuation of publishing business * Pre-IPO company valuation * Financial model startup companies * Financial due diligence for Food and Beverage sector Industry experience includes: * Healthcare Services * Medical Devices, Products and Equipment * Pharmaceuticals * Financial Services * Food & Beverages * Consumer packaged goods * Financial services * Automotive * Agribusiness * Micro finance * Tech/FinTech I can help you with your financial model, business plan and cash flow management or just cleaning up an Excel spreadsheet. I am available to assist with projects of different duration depending on the scope. I Speak fluent English, French and Arabic Please reach out with any questions or just to chat about how I can help you. I look forward to getting in touch!
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Business Proposal Writing
    Business Modeling
    Venture Capital Consulting
    Business Valuation
    Private Equity
    Investment Research
    Chartered Financial Analyst
    Investment Banking
    Pitchbook
    Valuation
    Financial Modeling
    Financial Planning
    Investment Strategy
    Pro Forma Statement
    Financial Analysis
  • $200 hourly

    • 5.0/5
    • (48 jobs)
    * Ex-Big 4 (PwC) * Expert in Financial Modelling * Investment Analysis, Equity Analysis, Real Estate * Financial Analysis and Valuation (CFA) * Fundraising I started my professional career in PwC and just after three years I was leading audit engagements and consulting both large and small enterprises. During this period I also managed to simultaneously pass all exams of both ACCA and CFA. At that time I was headhunted to work on a start-up project for provision of financial services in the Middle East and Africa. I was responsible for setting up the operations in on of the markets. This included - market research, opportunity assessment, product development, competitive positioning, go-to market approach, valuation and consolidation of all markets and building the funding prospectus in collaboration with external consultants. My career continued with an attractive proposal from one of the biggest biotech pharmaceutical companies, where I was responsible for innovation projects and digital marketing. Currently I am freelancing for a Fintech fund based in NY building financial models and valuations for start up companies. I have always been interested and enthusiastic to provide financial and consulting services to start-up businesses, helping them solve critical problems and to explore all opportunities for growth. I feel very confident to expand my freelance career, so I can leverage my broad experience and knowledge to provide valuable services to your business. My greatest pleasure is to help you make better decisions and see your business growing. I will be happy to offer any of the following services: - financial modelling; - investment analysis - financial planning and analysis; - valuation and fundraising preparation; - due diligence. I'm also open to any interesting project or service, relevant to my experience.
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Chartered Financial Analyst
    Due Diligence
    Equity Research
    Private Equity
    Business Valuation
    Real Estate Financial Modeling
    Fundraising
    Business Analysis
    Financial Analysis
    Financial Modeling
    Modeling
    Marketing
    Data Analysis
  • $75 hourly

    • 5.0/5
    • (31 jobs)
    🏆 Real Estate Developers with Financial Modeling Scenarios? 🏆 Small to Medium Startups in need for top-tier Capital Raising Advice? Specialized in Financial Models Construction, My Talent and Passion is to help YOU make SENSE of all your numbers, STOPPING the FRUSTRATION with the accounting mess and start GROWING your business. From $+100M Real Estate M&A Deals to +80M$ in F&B Startup Valuation, my clients successfully grow their business campaigns and save months of works by automating all their financial evaluation process. With 6+ years of Equity, Real Estate and Startups Valuation, I delivered quality in high stake high budget projects for clients from all around the world. ▶️ If you're just starting - you'll know where you stand when it comes to your business' finances. ▶️ If you've been in the market – you’ll get to optimize your operation structure, effectively utilized of your resources. ▶️ If you're mature and want liquidation – you’ll receive valuations for multiple strategic scenarios. have confident meeting with investors and always be conscious as you transition through the M&A process. Though I cannot help everyone, we will be a great fit if this is what you are thinking: 🚀 “I want to see the overall business operation and I want the BEST!!” 🚀 “I am NOT a financial expert. I know my business numbers but I NEED an excellent accounting-based presentation” 🚀 “My financial data are ALL OVER the place, what should I do? I’m meeting my investors soon” 🚀 “I’m changing the direction of my business and its strategy. How would it IMPACT the profit. Will it be FEASABLE.” 🚀 “I am looking into several seem-to-be good investments but I am NOT SURE. I DON’T wanna LOSE millions on these deals” Working with me, you will: ✅ STOP STRUGGLING how to make sense of your business – I will handle the ANALYSIS, DUE DILIGENT, PRESENTATION & INTERPRETATION ✅ Understand the Quantitative Impact of your STRATEGIC decision ✅ Confirm your deal profitability. Making sure that your M&A intuition is CORRECT ✅ SAVE MONEY and TIME by taking my high-quality work and reusing it for future deals. ✅ Be supported for ANY problems that arise (even after work completion) ✅ Get delivered PRECISE, INVESTOR-GRADE, HIGHLY CUSTOMIZE forecast model that raise capital From Small Startups Founders to Large Real Estate Developers, My clients are raising capital at high-stakes, and I help them crush it. My personal favorite clients feedbacks (check my review and portfolios below): ⭐ “Thanks to Anh's work, our startup managed to complete our FIRST capital raising successfully” ⭐ “Anh Nguyen was a lifesaver during our acquisition! He dove into our numbers, cleared up the confusion, and gave us a clear game plan” ⭐ "Thanks to Anh, we're ready to confidently go into meetings with buyers, and have an invaluable tool to use for future forecasting and strategy." ⭐ "His availability, positive approach & speed at which he turned around tasks was super helpful and to a very high standard. I couldn't have done it." ⭐ “If you need financial expertise for your company’s fundraising, you want Anh on your Team !!” Not every business is my clients, though – some signs we might not fit with each other: ✘ The company is struggled to stay afloat, losing tremendous capitals and fail to pay salaries (I can’t accept money while your people can’t pay their foods). ✘ Rather than in depth analysis, just need to bookkeep & tax filing (Daily & Regulated Activities) ✘ Show up only when needed, non-responsive to incoming messages (We all want to update on each other progress continuously) ✘ “Mutual Respect” is not of your core value (We all love working with people whom cherish our relationships) Don't hesitate to contact me. I would be happy to provide more information about my services and answer any questions you may have. Let's work together to achieve success! Warm Regards, Tien Anh P.S. Regardless of who you choose, keep my profile handy in case you need me later. -------------------------------------------------------------------------- F.A.Q. Q – What industries do you normally work with? A – My largest projects falls into 3 categories: (1) Food & Beverage, (2) Banking and (3) Real Estate. However, I worked with numerous Small to Medium Companies from variety of industries including e-commerce, technology, online marketing, F&B, agriculture and online education. Q – What software/tools do you use for your work? A – Currently, I am highly proficient in Excel and other Microsoft Products and did most of my analysis there. For computation heavy tasks such as sensitivity analysis and simulation, I apply Python and Pandas as supplement for efficiency. Additionally, I am currently learning to develop my programming skills to further enhance the quality of my works. If any of that sounds great, lets jump to a quick call (free of charge). Thank you for reading, Tien Anh Finance Expert
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Google Sheets
    Equity Research & Analysis
    Equity Valuation
    Business Analysis
    Data Analysis
    Microsoft Excel
    Chartered Financial Analyst
    Financial Projection
    Financial Analysis
    Financial Modeling
    Portfolio Performance Modeling
    Business Valuation
    Finance
    Python
  • $28 hourly

    • 4.2/5
    • (300 jobs)
    🚀 Elevate Your Venture and aAccelerate Your Success with Tanji! Embark on a journey of financial transformation with a trusted partner with CPA+CFA and 10+ years experience in PE and VC who has been recognized by 300+ clients for his unparalleled expertise. Here's a glimpse into what awaits you: 🏆 Proven Track Record of Success ✅ Super fast delivery ✅ Work with 100% client satisfaction ✅ Over $200 million raised for 300+ startups, including successful IPO cases backed by heavyweight Ventures. ✅ Assisted 100+ investors in managing assets under management (AUM) ✅ Consistently ranked in the top 3% on Upwork worldwide, earning recognition from industry leaders and media giants. 🔥 Unrivaled Services, Unmatched Results 🔹 FOR ENTREPRENEURS: 🎯 Triple (3x) Your Capital Raised 🎯 Double the Speed of Round Closure 🎯 50% Savings in Fundraising Costs 👉 My Services for Entrepreneurs: ✅ Bespoke solutions ✅ Top investment-level Pitch Decks & Teasers ✅ Business plans ✅ Dynamic & Advanced financial models; ✅ Comprehensive market research and competitive analysis. Effortlessly manage your fundraising campaigns with my expert guidance, including equity crowdfunding support. 🔹 FOR INVESTORS: 🎯 Triple (3x) Your Deal Flow 🎯 Cut Due Diligence Costs by 60% 🎯 Accelerate Startup Assessment Reports by 2x 🎯 Access unparalleled M&A advisory, venture capital due diligence, financial modeling, and deal sourcing services. 🎯 Ensure your investments thrive with expertly crafted term sheet editing and analysis. 👉 My Services for Investors: ✅ Mergers and acquisition - M&A Advisory ✅ Due Diligence Services ✅ Financial Modeling analysis of deals ✅Valuation of deals ✅ Term Sheet Editing and Analysis ✅ Deal Sourcing 🔹 FRACTIONAL CFO SERVICES FOR STARTUPS AND SMEs- who need guidance in their early and rainy days or want to move their business forward : 🎯 Unlock Tier 1 grade CFO Services 🎯 Gain Expert Financial Guidance 🎯 Access to timeless Comprehensive solutions 👉 My Services as fractional CFO: ✅ Financial analysis and reporting ✅ Cash flow management ✅ Budgeting and forecasting ✅ Strategic planning ✅ Risk management ✅ Bookkeeping 🌟 Industry Expertise: Unlock tailored solutions crafted for your industry needs. With a diverse portfolio spanning: ✅ Real Estate ✅ Healthcare / BioTech ✅ E-Commerce ✅ FinTech / SaaS ✅ Consumer / CPG / Manufacturing ✅ Blockchain / Crypto ✅ Cybersecurity ✅ Oil and Gas / Solar ✅ EdTech ✅ Hospitality / Tourism ✅ Renewable Energy ✅ Fashion / Apparel ✅ Media / Entertainment ✅ Agriculture / Agri-Tech ✅ Telecommunications ✅ Automotive / Mobility Tap into specialized knowledge and experience to drive your business forward. 💎 Testimonials that Speak Volumes "My experience with Tanji and his team was nothing short of amazing. Highly recommended!" - Edtech Startup Founder "Tanji delivers unparalleled depth and coherence in their reports. Highly recommended!" - UK-based VC firm "Tanjiur stands apart from the rest by a mile. Truly exceptional!" - Game company CEO, raised $10M Series B "Tanjiur did it great! Very strong technically and excellent in communication. Could not recommend him more." - Tier 1 Investor "A brilliant CPA, on par with Ivy League drop-in CFOs. Where can find more people like Tanjilur? "- Electric Business CEO 📝 TAKE THE NEXT STEP !! Ready to unlock the full potential of your venture? Reach out today, and let's chart a course to your financial greatness together!
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Market Research
    Business Plan
    Financial Planning
    Financial Analysis
    Valuation
    Research & Strategy
    Startup Consulting
    Startup Company
    Company Valuation
    Private Equity
    Financial Modeling
    Forecasting
    Financial Report
  • $100 hourly

    • 4.8/5
    • (274 jobs)
    ✅ Exceptional Quality ✅ Passionate Commitment ✅ Prompt Communication I am an Expert Business Consultant (ex-Bain & Co., MBA, CFA) with 9+ years of experience catering to 300+ global clients. On Upwork, I am a Top-Rated Plus and Expert-Vetted professional with 5-star ratings from all my clients. My specializations are: 📌Market Research and Analysis 📌Business Plan and Pitch Decks 📌Financial Modeling and Analysis 📌Business Transformation and Automation through AI 📌Startup Growth Strategy 📌Online Training and Course Development 📌Go-To-Market Strategy 📌Investor Presentations My clients love me for owning the work, being communicative, adhering to timelines, and being their go-to consultant. Take a look at what they have to say about me: "Aanchal was super sharp, prompt, easy to work with. Would work with her again!" (Aug 2024) "Excellent support and quality of work on the project by Aanchal. Highly Reliable . Exceeded expectations." (Jul 2024) "I am immensely satisfied with Aanchal's in-depth market research, comprehensive analysis, and inclusion of financial models showing me a representation of a real-world financial situation. Her professionalism, expertise, and dedication to delivering high-quality work make her an invaluable asset." (June 2023) “Aanchal is our go-to consultant when it comes to business management. Right from research, analysis, content to visualizations, her work and dedication are incredible.” (March 2023) “Aanchal’s attention to detail is keen! We have hired her for many projects because of her superior project management. She will inundate all of your expectations.” (Jan 2023) “Aanchal was amazing! She has a real passion for what she does and literally went above and beyond the job requirements - it felt as though she treated the work as her own. I am so confident that she will not only meet your expectations but exceed them so much so that if you find you are not 100% happy, I will pay for your project with her.” (Nov 2022)
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Organizational Behavior
    Business Modeling
    Curriculum Development
    Financial Report
    Elearning
    Academic Content Development
    Industry Research
    Chartered Financial Analyst
    Management Consulting
    Employee Onboarding
    Company Research
    Procedure Manual
    Training & Development
    Equity Research
  • $40 hourly

    • 4.9/5
    • (72 jobs)
    🥇One Stop Shop for all Finance & Accounts related matters including financial modelling, business valuations, pitchdecks, due diligence, accounting, taxation, etc. 🥇6+ years of continuous professional work experience with PwC India - Deals & Audits 🥇Partner | Founder at DeltaEdge Consulting, a leading provider of finance, accounting, and taxation solutions. 🥇Worked on 300+ projects across various industries including SaaS, tech, e-commerce, startups, retail, services, manufacturing, logistics, transportation, etc 🥇Closely engaged with a lot of PE and VC for raising funds, getting exits and tracking investments 🥇Access to premium consulting databases such as Capital IQ, DealStats, BVR, IBIS, Kroll CoC, Vertical IQ, EMIS, VCCedge and Private Circle 🥇Received "Top Rated Plus" badge on Upwork along with 5 star ratings on 95% of the engagements, served 60+ client on Upwork within 9 months Educational Qualifications - Sahil Desai: 🎓Qualified Chartered Accountant (CA) equivalent to US CPA 🎓Successfully completed CFA Level 1 & Level 2 examinations Team Educational Qualifications - DeltaEdge Consulting: 🎓Finance - Strong team of CA (US CPA) / CFA / MBA having 2-3+ years of professional experience with investment banks, advisory companies and publicly listed companies 🎓Accounting & Taxation - Dedicated team of CA (US CPA) having 3+ years of strong professional experience with Quickbooks / Zoho Financial Services Offered: ✅Business / company valuations with a professional report for various purposes including management considerations, taxation, litigation, M&A, PPA, 409A, etc using multiple methodologies ✅Valuation of intangible assets, purchase price allocation (PPA),ESOPs ✅Preparation of simple to complex 5 year financial projections along with 3 statement financial statements, KPI dashboards, funding analysis ✅Attractive pitch decks, teasers and company presentations for seed round, series round, fund raising, IPO, M&A, etc. along with extensive industry research ✅Fractional CFO services, quarterly / monthly investor presentations ✅Screening services for valuation multiples of peer companies and peer transactions Accounting & Taxation Services Offered: ✅End to end accounting service via Quickbooks / Xero / Zoho including preparation of annual / monthly financials ✅Reconciliation of cash, bank and credit card accounts ✅Prepare and file individual and corporate income tax returns
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Investment Banking
    Financial Analysis
    Chartered Financial Analyst
    Business Consulting
    Finance & Accounting
    Pitch Deck
    Valuation
    Business Valuation
    Financial Model
    Financial Analysis & Valuation
    Business Plan
    Company Valuation
    Financial Modeling
    Financial Projection
  • $40 hourly

    • 5.0/5
    • (13 jobs)
    (My clients’ feedback, Upwork rating & Job success rate says it all). I am your trusted financial advisor backed by 14 years of experience as investment banker and powered by my academic background being a CFA charterholder & MBA holder. I am skilled at building financial models (whether for a startup or well established businesses) in excel showing projections of future profitability, balance sheets and cash flows. My models are based on scrutinized historical analysis to identify trends and patterns to have a solid and defendable forecast. Throughout my years of experience, my modeling skills have evolved from building a simple financial model for a project/company - used for valuation or feasibility purposes - to complex consolidation of multiple separate models into a holding company structure while considering accounting standards and intercompany transactions. I also account for risk by incorporating different scenarios, sensitivity analysis, Monte Carlo simulation and Tornado analysis to identify the most crucial factors affecting the model and would cause a deviation from its base case. All of the above information and results are summarized on a dashboard sheet that are presented in a dynamic and catchy way so it can be easily presented to the decision maker. Nevertheless, I am an experienced CFA trainer and mentor since 2016 taking hands of CFA candidates throughout their accreditation journey and making the long study hours enjoyable and worthy, not only for the exam purpose but also to serve them in their career. Let’s hit that road together. I teach the CFA curriculum within a program that is sponsored by one of the leading GCC sovereign fund on a part-time basis. Waiting for your message to start working together.
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Mergers & Acquisitions
    Forecasting
    Chartered Financial Analyst
    Corporate Finance
    Financial Modeling
    Analytical Presentation
    Business Plan
    Company Valuation
    Equity Valuation
    Data Analysis
    Online Instruction
    Capital Markets
    Financial Analysis
    Microsoft Excel
    Cash Flow Analysis
  • $80 hourly

    • 5.0/5
    • (22 jobs)
    CFA Charterholder, CIPM, and seasoned Finance Manager with a robust background in financial analysis, strategic planning, and portfolio management. Expertise in real estate financial analysis, including underwriting multifamily assets for acquisition and developing comprehensive ground-up development models. Proven track record in driving business growth through innovative financial models and strategic insights. Advanced proficiency in Excel, SQL, VBA, and data visualization tools such as Tableau and Power BI. Experienced in collaborating with cross-functional teams to optimize financial performance and achieve strategic objectives.
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Financial Analysis
    Real Estate
    Investment Strategy
    Accounting Principles & Practices
    Tableau
    Real Estate Financial Modeling
    Underwriting
    Financial Modeling
    Forecasting
    Microsoft Excel
    Chartered Financial Analyst
    Financial Accounting
    SQL
  • $64 hourly

    • 5.0/5
    • (58 jobs)
    Economist by the Universidad del Pacífico with an MBA by the University of British Columbia, Canada. FRM Earned the Financial Risk Manager Designation. CFA Level II candidate. Experienced in risk management strategic consulting, investment banking, corporate banking and personal banking. Part Time Finance Professor for the Capital Markets course and CFA Workshop at Universidad del Pacífico and Universidad Peruana de Ciencias Aplicadas.
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Financial Risk
    Market Research
    Business Consulting
    Investment Research
    Financial Analysis
    Marketing Strategy
    Management Consulting
    Financial Modeling
    Investment Banking
    Corporate Strategy
  • $25 hourly

    • 4.7/5
    • (215 jobs)
    I am founder and principal consultant at Caston Corporate Advisory Services. We are a team of Seasoned professionals with proficiency in financial research, accounting, financial modelling, 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 17 years of experience in corporate finance and advisory.
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    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
  • $40 hourly

    • 5.0/5
    • (16 jobs)
    CFA Charterholder and investment banker with 11+ years of experience in finance with focus on financial modeling, valuation and fundraising. I work with top level executives advising them on debt and equity capital raising, company valuation and strategic M&A transactions. Sector experience: technology, real estate, renewable energy, retail, financial institutions and telecoms.
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Visual Basic for Applications
    Bloomberg Terminal
    Venture Capital
    Chartered Financial Analyst
    Pitch Deck
    Fundraising
    International Financial Reporting Standards
    Financial Reporting
    Private Equity
    Capital Markets
    Mergers & Acquisitions
    Corporate Finance
    Valuation
    Financial Modeling
    Financial Audit
  • $90 hourly

    • 4.8/5
    • (184 jobs)
    ✅ Ex-KPMG Consultant ✅ 5+ years of Financial Modeling experience. ✅ Completed 150+ Financial Modeling jobs with a Job Success Score of 100%. ✅ A CFA® | CA and an FRM®. ✅ Among the top 3% of Freelancers on Upwork. ✅ An Excel Ninja. Why Choose Me: ✦ Investor-Ready Model: Engage investors with a financial model that promises and proves value. ✦ Business Idea Validation: Find solid ground with robust financial projections backed by diligent research. ✦ Precision & Accuracy: Hone your financial models with the utmost attention to detail for unquestionable accuracy. ✦ Excel Mastery & Big Data Analytics: Overwhelmed by Excel or needing to master Big Data? I have the expertise you need. ✦ Balance Sheet Perfection: Eliminate financial statement discrepancies and ensure complete alignment. ✦ Clear Insights: Dive into crystal-clear actionable insights from complex financial data. How I Tailor My Services to Your Unique Needs: ✓ Custom financial models, adaptable to your timelines and specific requirements. ✓ Research-backed assumptions for credible financial forecasting. ✓ Professional presentations with intuitive visuals and clear coding for easy interpretation. ✓ Error-proof workflows with rigorous checkpoints to ensure flawless calculations. Specialized Solutions for Various Business Types: 🚀 Startups: Capital Raising Models | Pre-revenue Valuations | Cash Flow Analysis | Budget Forecasts 💼 Investors: Tailored Portfolio Management | Comprehensive Due Diligence | In-depth Risk Assessments 🏢 Corporates: Strategic Budgeting & Forecasting | Business Optimization | Advanced Scenario Planning 🏠 Real Estate: Investment Analysis | Development Projections | Portfolio Management Models 📈 Project Managers: Feasibility Studies | Cost Management | Profitability Analysis Why My Clients Trust Me: Don’t just take my word for it. Here’s what clients like you say about my impact on their businesses: ❖ "Neeraj was very responsive and fast to help us with our project. He really seems to understand how to build a consolidated cash flow analysis, and even made a nice video at the end explaining the entire spreadsheet. Definitely would recommend him!" - Jared Sarbit(CEO | Picture Perfect Cleaning) ❖ "Neeraj was a pleasure to work with. He understood the project clearly, was knowledgeable, worked efficiently, was available and receptive to feedback throughout the whole process and delivered a model that I use day-to-day. I would definitely work with him again." - Ramtin Nikzad(Co-Founder | Fortress Presents) ❖ "Neeraj is awesome to work with. He understands the fundamentals and logic behind requests making it easy to work both quickly and collaboratively. Working with him has saved me countless hours. His formatting is also exceptional which is hard to find." - Geoffrey Harris(Principal | Casa group) Each client journey with me goes beyond mere number-crunching – it's about crafting a compelling financial story that speaks to stakeholders and charts a path for growth. 💬 NEXT STEP: Please message me to discuss how I can help you in your next venture.
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Balance Sheet
    Chartered Financial Analyst
    Company Valuation
    Financial Planning
    Financial Projection
    Financial Analysis
    Valuation
    Pro Forma Statement
    Forecasting
    Accounting Principles & Practices
    Financial Report
    Microsoft Excel
    Financial Analysis & Valuation
    Financial Modeling
  • $40 hourly

    • 3.8/5
    • (27 jobs)
    I'm CPA & CFA currently working as a management consulting head. You should hire me because 📊 I build dynamic and complex financial models in my sleep, 🏦 I'm a corporate finance wizard, and 📚 I'm a damn good accountant. Why Choose Me? 📊 I build dynamic and complex financial models in my sleep. Throughout my career, I've built 50+ financial models, across a wide array of industries (banking, conglomerates, energy, real estate, consumer, healthcare, etc.). These models have been instrumental in creating value for my clients. For example -- in my current role as management consulting head, I handled the end-to-end transaction (from valuation to due diligence to negotiation) for a client acquiring a PHP 5 billion (~USD 90 million) stake in an office building developer. In my previous role as a senior equity researcher, I helped our fund managers outperform the Philippine Stock Exchange Financials Index by 5.6%pts through my recommendations. 🏦 I'm a corporate finance wizard. I have spearheaded multiple finance projects throughout my career -- starting at my first role as a treasury and banking manager in P&G and in my current role as business strategy consulting head. In P&G, I was instrumental in freeing-up $1.5 billion of trapped cash in China by setting-up cashpooling facilities in London and Hong Kong. I also led a net bank fee rationalization project, where I saved ~$0.5 million in net bank fees. In my current role, I've handled even more strategic finance projects -- from implementing an employee stock option plan for a hospital, to establishing the treasury department of a fashion retailer, to revamping the transfer pricing policies of a Japanese FMCG. 📚I'm a damn good accountant. I (a) graduated Magna Cum Laude with a degree in Business Administration and Accountancy from the top university in the Philippines and (b) ranked 15th in the CPA Licensure Exam. In my professional career, I've helped a Japanese FMCG's subsidiary reverse P27 million (USD 0.5 million) in annual net losses, just by teaching them how to properly incorporate the new standard on leases (IFRS 16) to their transfer pricing policies. I've also helped a hospital here in the Philippines unlock P100 million (~USD 1.8 million) in annual net income just by proposing a more appropriate accounting treatment for its PPE and Investment Property.
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Financial Planning
    Financial Analysis
    Excel Formula
    Corporate Finance
    Microsoft Excel
    Chartered Financial Analyst
    Economics
    Equity Valuation
    Financial Modeling
    Investment Research
    CPA
    Financial Accounting
  • $120 hourly

    • 5.0/5
    • (47 jobs)
    Hello There, I have done consulting work outside of Upwork. I am a private equity professional with over 10 years of finance and accounting experience. I am a CFA charterholder based in Los Angeles. I can pick up tasks quickly and would love to work with you and your team. I have worked on projects involving the following: - Fractional CFO - M&A - Financial Modeling - Budgeting/Forecasting - Valuation - Real Estate Modeling - Research - VBA Automation Please let me know if you have any questions. Thank you! Thanks!
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Visual Basic for Applications
    Financial Analysis
    Chartered Financial Analyst
    Valuation
    Corporate Finance
    Pitchbook
    Pro Forma Statement
    Python
    Investment Research
    Data Analysis
    Financial Modeling
    Finance & Accounting
    Intuit QuickBooks
  • $125 hourly

    • 4.9/5
    • (74 jobs)
    I have been in private equity/ venture capital for the past 25 years. I worked for several years with BDC Capital, a $3 billion venture capital fund. Companies that I have been directly involved in have raised over $200M of venture capital and have achieved exits of $1.6 billion. I love working with very early stage companies. I provide a lot of value in getting your business ready for investment. I will offer very blunt feedback and help you position your company for success. I can provide feedback on the business plan, presentation, etc. In exceptional cases I can make introductions to investors that I believe will have a high likelihood of investing. I have been honored for my achievements. I have been a Business Pitch Judge at the prestigious Rice Business Plan Competition and Banff Venture Forum. I have also judged several international Pitch Competitions. I advise technology companies all over the world. I also act as a consultant on operational issues. I have also completed a few turnarounds as well. My services include: - Winning pitch decks - Financial Models - forecasting, analysis, problem solving - Investor pitch decks, strategy and identification of appropriate investors.. - Business planning and Strategic Consulting (business plan writing, business development, strategic analysis, marketing plan, market entry strategies) - Company valuation, Mergers and Acquisitions and Due Diligence, Value Creation Plans - Inbound Private Equity - helping companies respond with a strategy on how they will invest the funds - Venture Capital Funds - Chief Financial Officer (CFO) - interim and mentoring - Mergers and Acquisitions (M&A) - Market Research My knowledge of what works allows me to help you avoid common mistakes and proactively positions you to answer the tough questions. I want to give back and help others succeed. I look forward to working with you to achieve your goals and dreams!
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Growth Strategy
    Mergers & Acquisitions
    Financial Analysis
    Presentation Design
    Strategy
    Venture Capital
    Fundraising
    Startup Consulting
    Business Plan
    Investor Overview
    Investment Banking
    Management Consulting
    Financial Modeling
    Venture Capital Consulting
    Presentations
  • $99 hourly

    • 4.9/5
    • (209 jobs)
    I am a financial analyst with 10+ years of experience working at a top Wall Street bank and as an independent financial consultant. I specialize in building complex financial models and have built 1,000+ models for companies that represent every industry and fundraising stage. My clients include major VC's, startups, and multinational corporations. To date, my models have been used to raise more than $1 billion in debt and equity capital. I have significant expertise in the FinTech, SaaS, Ecommerce, Franchise, Manufacturing/logistics, and Energy industries. I believe in the mantra: "Garbage in, garbage out". Building a financial model/analyzing any type of financial data is pointless if you don't first understand the economics of the underlying business. I seek to understand the message behind the numbers and build models that demonstrate that message without needless complexity. Every business is unique and the model I build for you will be too. My goal is to capture the forces that drive your business in a succinct, professional, and user-friendly form that will produce real insights about the nature of your pricing, operations, and scale. Pricing: New models: New models are priced on a fixed-price basis, with premiums being added for complexity and quick turn arounds. This ranges from $1,500-$4,000. The fixed-price includes an initial planning sessions, the first draft of the model, and a loom video walking you through every component of the model. After the first draft has been submitted, all subsequent changes will be billed on an hourly basis. The first draft typically encompasses 80-90% of total work. The first draft typically takes one week to complete, but for a premium price, I am able to turn around models in 2-3 days. Hourly work: hourly work at my profile rate is completed on a first come, first serve basis. Please allow for 2-3 business day turn arounds for requests at this rate. Given the volume of requests I receive, daily iterations are generally not possible. If you would like quicker turn arounds, I offer a priority rate 20% higher than my profile rate. If you hire me at this rate, I will prioritize your requests above all projects at my profile rate and can offer turn around times of 1-2 business days. FAQ's: Q: Do you build 3-statement models? A: Yes! ALL of my models roll-up to 3 balancing financial statements. This is an important quality control check that I use to error-proof my models. For that reason, I am unwilling to build income statement models (no balance sheets/statement of cash flows). Q: Can you provide non-modeling services (pitch decks, accounting, equity research)? A: As a freelancer, my strategy has been to focus on my area of max value-add, which is financial modeling. This has allowed me to scale my skillset to a high level. I am extremely efficient at modeling and am able to add significant value relative to my fees. Although I am capable of building pitch decks and completing other tasks that are expected of generalist financial analysts, my value add is much lower and time spent on these projects takes away from my capacity to take on modeling projects. Thus, I generally do not accept non-modeling requests. If your project includes a non-modeling component, I would recommend hiring a freelancer who specializes in those tasks for that portion of the project, as they will be a better value than me. Q: I already have a model. Can you update it? A: It is almost always the case that building a new model from scratch will be quicker and of a higher quality than attempting to modify an existing model that I didn't build. Thus, I am unwilling to work with existing models. However, an existing model can serve as an excellent starting point for collecting key inputs and planning a new model. Q: Are you available for model updates after the initial model is built? A: Yes! The vast majority of my clients are long-term relationships that began with an initial model build. Once your model is built, I am available to provide ongoing support at a cost that is much lower than hiring a full-time FP&A employee.
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Management Consulting
    Venture Capital Consulting
    Startup Consulting
    Business Analysis
    Financial Modeling
    Business Modeling
    Business Valuation
    Financial Analysis
    Business Plan
  • $55 hourly

    • 5.0/5
    • (55 jobs)
    After working for over 10 years in international financial institutions including Creditanstalt Investment Bank (Austrian investment banking boutique which was subsequently purchased by HVB group) and later corporate finance department of UniCredit Bank, I have substantial experience in executing various types of investment banking deliverables I have a Master degree in Economic Theory from NES and have a CFA designation since 2007. Key skills and services include: Specialized in data analysis, financial modeling, and presentations. A quick snapshot of services provided: - Forecasting and cashflow analysis - DCF/Valuation Models - Business plans - Financial models for real estate projects - Review/auditing of financial models - Financial models for Leveraged Buyouts and mergers - Startup consulting, pro-forma projections and pitch decks - Excel/Power BI guru
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Visual Basic for Applications
    Business Valuation
    Microsoft Power BI Data Visualization
    Corporate Finance
    Chartered Financial Analyst
    Investment Banking
    Financial Writing
    Business Proposal Writing
    Financial Projection
    Financial Modeling
    Microsoft Excel
    Financial Analysis
  • $75 hourly

    • 4.9/5
    • (639 jobs)
    ﴿ Recognized by Startup City Magazine among '10 Best Consultant Startups 2016'. ﴿ Recognized by Silicon India Magazine among '10 Most Promising Financial Consultants 2018'. ﴿ Authorized service partners of RAKEZ-UAE ﴿ Authorized 'Perks & Services' provider of HUB71-ADGM Accelerator (UAE) ﴿ Financial Consultancy Partner of Atal Incubation Centre, BIMTECH (India) ﴿ Authorized Service Partner of Zoho, Wafeq Verified Partner and Quickbooks ProAdvisor Elite Level ﴿ 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 Chartered Financial Analyst (CFA)
    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
  • $150 hourly

    • 5.0/5
    • (12 jobs)
    As a finance professional with over eight years of experience at bulge bracket investment banks (Goldman Sachs and Morgan Stanley) in New York working in Equity Research and Investment Banking, and consulting with hedge funds and investment funds, I am your go to Excel and financial modeling expert. I am also highly experienced in creating deep dive investment research and content including pitch decks and fund raising presentations. I have eight years of experience doing this type of work, but I am new to Upwork. As such, I am offering a steep discount for my first few clients! Expertise includes: - Fully integrated and dynamic three statement models - Publicly traded Real Estate Investment Trust (REIT) models made from SEC filings - Discounted Cashflow (DCF) models - Leveraged Buyout (LBO) models - Internal Rate of Return (IRR) models - Mergers & Acquisitions (M&A) models - Real Estate Net Asset Value (NAV) models - Return on Investment (ROI) and Net Present Value (NPV) models - Pitch decks - Fund raising presentations - Sell-side and buy-side financial due diligence - Investment and equity research - KPI buildouts - Investor relations - Business case writing and preparation - Investment content - Business and research writing - Financial analysis - Valuation - Investor presentations - Real estate market research - Accounting - Fractional CFO My prior freelance experience (outside of Upwork) includes: - I was solicited by a hedge fund with over $500mn in AUM to build bespoke advanced financial models with scenario analyses. - I was solicited by a REIT-dedicated hedge fund to create bespoke research notes based on fundamental and technical analyses. - I was solicited by a special situations value oriented investment fund to build bespoke models including DCF and LBO analyses. - I was solicited by a quick service restaurant franchise owner to provide fractional CFO services. I am deadline driven, and I aim to consistently exceed my clients’ expectations. Furthermore, all work is completed by me. Providing quality wok and clear communication is important to me. I look forward to working with you! Certifications: - Chartered Financial Analyst (CFA), CFA Institute ID: 8373047 - Chartered Alternative Investment Analyst (CAIA), Charter ID: 71391 - Certified Public Accountant (CPA) in the state of New York, License No: 135195 - CFA Institute’s Certificate in ESG (Environmental, Social, and Governance) investing - Previous FINRA Series 7, 63, 86, and 87 holder Education: - Bachelor of Accountancy from Brigham Young University, Marriott School of Business - Master of Accountancy from Brigham Young University, Marriott School of Business Colleague Recommendations: “I had the pleasure of working with Kevin for two years at Goldman Sachs. He was a big contributor in my development as I ramped up as a first year analyst. Kevin is analytical, intellectually curious, disciplined, and a real team player. I happily recommend him and am sure he will be a valuable asset to any organization he is part of.” “Few people have the opportunity to work with someone as ‘teamwork oriented’ as Kevin. I had the pleasure of working with Kevin on several teams in courses we enrolled in during our undergraduate and graduate studies and on teams representing our alma mater in national competitions. Kevin’s ability to motivate and work with others was unlike any I’ve seen before and made a dramatic increase in the morale and focus of these various teams. As a team member or a leader, Kevin earns my highest recommendation.”
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    CPA
    Real Estate Investment Assistance
    Investment Strategy
    Accounting
    Capital Markets
    Pitch Deck
    Investment Banking
    Investment Research
    Real Estate Acquisition
    Real Estate Financial Modeling
    Market Research
    Financial Analysis & Valuation
    Chartered Financial Analyst
    Microsoft Excel
    Financial Modeling
  • $100 hourly

    • 5.0/5
    • (234 jobs)
    With 15+ years in Financial Analysis and Storytelling, I lead Top Tier Advisory, specialising in creating powerful financial models, valuations, and pitch decks. Our global impact across 50+ countries and 500+ startups is reflected in consistent 5-star client reviews. 📌𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: 𝗘𝘅𝘁𝗲𝗻𝘀𝗶𝘃𝗲 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲: Built over 500+ financial models, completed 500+ valuation projects and crafted 600+ pitch decks. 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽: 4 years as CEO of Top Tier Advisory and over 5 years as Managing Director of an Insurance Underwriter. 𝗚𝗹𝗼𝗯𝗮𝗹 𝗥𝗲𝗮𝗰𝗵: Worked with clients from over 50 countries, providing tailored financial solutions across diverse markets. 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗕𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱: Undergraduate degree in Financial Analysis and a graduate degree in Financial Engineering, specializing in financial modelling. ✅𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗢𝗳𝗳𝗲𝗿𝗲𝗱: 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸𝘀: Creating visually appealing, data-driven presentations that effectively communicate your business’s value and potential to investors. 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴: Developing detailed financial models that accurately project business growth, profitability, and return on investment, tailored to investor needs. 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀: Providing accurate and comprehensive business valuations to determine fair market value and support investment decisions. 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗠𝗲𝗺𝗼𝗿𝗮𝗻𝗱𝘂𝗺𝘀: Crafting thorough investment memorandums detailing business strategies, market opportunities, and financial forecasts. 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗥𝗮𝗶𝘀𝗶𝗻𝗴 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: Advising on effective strategies to attract investment, including private equity, venture capital, and other funding sources. 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲: Ensuring all financial documents and investor communications meet regulatory standards and best practices. ✔𝗪𝗵𝘆 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗨𝘀? 𝗦𝗲𝗮𝗺𝗹𝗲𝘀𝘀 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻: Our team works on both financial models and pitch decks, ensuring consistency and simplifying your life as a founder. 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝘃𝗲 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: All work is audited by team members before submission, ensuring accuracy and high quality. 𝗖𝗹𝗮𝗿𝗶𝘁𝘆 𝗶𝗻 𝗖𝗼𝗺𝗽𝗹𝗲𝘅𝗶𝘁𝘆: We excel at making complex financial concepts easy to understand, helping you communicate effectively with investors. 𝗧𝗮𝗶𝗹𝗼𝗿𝗲𝗱 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: Our strategies are customized to meet your specific business needs, ensuring relevance and effectiveness. 𝗣𝗿𝗼𝘃𝗲𝗻 𝗧𝗿𝗮𝗰𝗸 𝗥𝗲𝗰𝗼𝗿𝗱: With consistent 5-star reviews and global experience, we have a proven track record of success in diverse markets. 📊 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: 𝗘𝗮𝗿𝗹𝘆-𝘀𝘁𝗮𝗴𝗲, 𝗦𝗲𝗿𝗶𝗲𝘀 𝗔, 𝗦𝗲𝗲𝗱, 𝗣𝗿𝗲-𝘀𝗲𝗲𝗱: Expertise in guiding startups through their initial fundraising rounds. 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 (𝗣𝗘) 𝗮𝗻𝗱 𝗩𝗲𝗻𝘁𝘂𝗿𝗲 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 (𝗩𝗖): Extensive experience in preparing businesses to attract PE and VC investments. 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲, 𝗠𝗲𝗱𝘁𝗲𝗰𝗵: Providing specialized financial services for healthcare and medical technology companies. 𝗦𝗮𝗮𝗦, 𝗧𝗲𝗰𝗵, 𝗙𝗶𝗻𝘁𝗲𝗰𝗵: Supporting software as a service, technology, and financial technology companies with tailored financial solutions. 𝗖𝗿𝘆𝗽𝘁𝗼 𝗮𝗻𝗱 𝗔𝗜 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀: Expertise in financial modeling and capital raising for cryptocurrency and artificial intelligence ventures. 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲, 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆, 𝗖𝗼𝗻𝘀𝘂𝗺𝗲𝗿 𝗚𝗼𝗼𝗱𝘀: Offering comprehensive financial services across a variety of industries.
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Investment Banking
    Real Estate
    Pitch Deck
    Fundraising
    Startup Consulting
    Startup Company
    SaaS
    Business Coaching
    Corporate Finance
    Business Valuation
    Valuation
    Financial Modeling
    Financial Projection
    Mergers & Acquisitions
    Business Plan
    Financial Analysis
  • $110 hourly

    • 5.0/5
    • (258 jobs)
    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 have the necessary credentials to create 409A valuations, and expert valuation opinions for courts. 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.
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    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
  • $25 hourly

    • 4.5/5
    • (72 jobs)
    - Professional Accountant with 10+ years of well-rounded experience in the US Industry - 100% jobs success having served 60+ clients (TOP Rated Plus Freelancer Status on Upwork) Areas of Expertise: Reporting, Bookkeeping, Sales Tax and Compliance matters: - Expert Accountant with proven experience in Financial Management, Reporting, Complex Reconciliations, Data Clean up, Streamlining Procedures and Ensuring Compliance by following deadlines through a proactive approach and dedicated attention to details - I have worked with clients in all areas of business including AR, AP, Monthly Reporting, Customizing Chart of Accounts, Data Migrations, Inventory Tracking, Depreciation Schedules and preparing Management Reports. - I have helped clients (both businesses and individuals) in Budgeting, Performance Appraisals & Financial Modelling. - Complete command on all Sales Tax related matters (40+ States) including registrations, filings, handling notices, nexus determination and complete compliance. Payroll Matters: - All Payroll related matters including recurring pay runs, setting up data from scratch in platforms of your choice, ensuring statutory deductions and handling all compliance related matters by proactively filing and handling all communication with IRS and State authorities. Platforms used: - I have a thorough understanding of QuickBooks Online, Desktop, XERO, BaseCamp for project management, PODIO, Appfolio, Bill.com, Microsoft and Google Office Suite - I have helped various clients with integration setups (including QuickBooks Online with Amazon, QuickBooks Online with BigCommerce, Shopify with Xero, Stripe with Xero, Payment Evolution with Xero etc.) - I have used both Avalara and Tax Jar for Sales Tax matters. Certifications: - Intuit Certified QuickBooks Online Pro-advisor - Xero Certified Pro-Advisor - Microsoft Certified Excel Specialist - Certified Chartered Accountant (ACCA-UK) - BSc (Hons) Applied Accounting, Oxford Brookes University, UK
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Chartered Financial Analyst
    Bookkeeping
    Accounts Payable Management
    Accounts Receivable Management
    QuickBooks Online
    Xero
    Financial Reporting
    Google Sheets
    Financial Modeling
    Intuit Quicken
    Financial Accounting
    Intuit QuickBooks
    Bank Reconciliation
    Microsoft Excel
  • $100 hourly

    • 5.0/5
    • (182 jobs)
    I am a senior finance professional with over 30 years of experience across multiple industries. I have a comprehensive understanding of corporate finance, accounting, cash flow management, financial planning and analysis, financial projections, and modeling. In addition to being a full-time consultant, I am also an adjunct professor of finance at three local universities. I am experienced working with startups and helping them determine financial feasibility and demonstrate value to both equity and debt investors. For growth-stage and established firms, I am a scalable addition to the finance team to be used on an interim or special project basis. My clients find me capable, knowledgeable, a good communicator, and willing to go the extra mile to make their businesses a success. See my client feedback below for more insight into what you can expect from working with me. My goal is to help you be successful. I am looking forward to speaking with you about your needs and how I can help you accomplish your goals. Industries I have experience in include: Commercial Real Estate (including Multi-Family, Retail, Office, Flex-Space, Self Storage, Mobile Home Parks), Residential Real Estate, Manufacturing, Retail including eCommerce, Salons / Spas, Saas, and many others.
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Business Modeling
    Spreadsheet Software
    Corporate Finance
    Investor Overview
    Financial Modeling
    Cash Flow Modeling
    Business Valuation
    Budget Management
    Financial Variance Analysis
    Financial Projection
    Microsoft Excel
  • $50 hourly

    • 5.0/5
    • (30 jobs)
    Experienced Real Estate Financial Analyst with a track record of underwriting $6+ billion in real estate transactions. As a full service real estate analyst, I can help you with all your underwriting, investment analysis, financial modelling, pitch decks, due diligence and market research needs. Qualifications: - CFA (Chartered Financial Analyst) - MBA, University of Toronto, Canada Over the last 10 years, I have worked with some of the top tier North American real estate investment firms and developers, analyzing and underwriting commercial and residential real estate across the US and Canada. My focus has been on underwriting deals ranging from $2 million to $500 million, and I have developed comprehensive financial models, offering memos, pitch decks and investor reports. Experienced in real estate assets of all types, I am currently a lead on underwriting new developments and value add projects across the US and Canada. My responsibilities include: • Building financial models and underwriting deals • Creating and designing professional pitch decks and offering memorandums • Conducting thorough investment analysis, due diligence and market research • Determining optimal deal structure and capital stack • Managing post-closing asset management (project tracking, budget variances, running KPIs) • Investor reporting and asset disposition, including calculating multi-tier return waterfalls (IRR, ROI, CoC, EM, etc.) • Experienced in ARGUS, RealPage, CoStar, Quickbooks and other real estate platforms Proficient in underwriting residential and commercial real estate projects of all types: -Multifamily -New development -Value-add acquisitions -Purpose built rental -Condos -Apartments -Single family -Land Assembly -Multi phased projects -Offices -Industrial -Retail Comprehensive Financial Models will include: -Project Specific Inputs/Assumptions -Cashflow Projections/Forecast -Project Budget -Financing/Debt Assumptions -Complete Debt Schedule -Asset Valuation -Project Returns (IRRs, ROI, Equity Multiple, etc.) -Investor Partnership Return Distribution Waterfall (LP/GP structures, Preferred Returns, etc.) -Sensitivity Analysis -Key Metrics/Ratios Analysis (e.g. IRR, DSCR, Debt Yield, Equity Multiple, etc.) Financial Model | Financial Modelling | Investment Analysis | Due Diligence | Underwriter | Real Estate Analyst | Investment Analyst | Feasibility Study | Pro Forma | Cashflow | Market Research | Market Analysis | Pitch Deck | Offering Memorandum | Offering Memo | Private Placement Memo | PPM | Asset Management | Investor Reporting | Accounting | Bookkeeping |
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Real Estate Investment Assistance
    Real Estate Financial Modeling
    Chartered Financial Analyst
    Underwriting
    Financial Modeling
    Financial Projection
    Financial Analysis
    Microsoft Excel
  • $50 hourly

    • 5.0/5
    • (16 jobs)
    I am a MBA in finance and CFA holder having more than 7+ years of experience in valuation/ financial modelling and Equity research. Currently working with BIG4 ('KPMG'). I possess exceptional skills in:- 1. Financial statement analysis (Ratio analysis) 2. Financial modeling with forecasting 3. Valuation, M&A, Financial analysis 4. Project finance and Debt scheduling 5. 409A Valuation, Wind, Solar models 6. Pitch deck preparation/presentations 7. Company and Industry profiling Work summary :- • Building in-depth financial forecast models and preparing pitch books. Value companies using DCF and relative multiples. Handling queries and request from clients. • Analyzing Macroeconomic changes, industry trends and other important company events to forecast financial statements. • Forecasted financial statements, created presentations and reports. Happy to work with you. THANK YOU!!!
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Pitch Deck
    Pitchbook
    Microsoft Excel PowerPivot
    Solar Energy
    Market Analysis
    Financial Analysis
    Chartered Financial Analyst
    Valuation
    Ratio Analysis
    Financial Modeling
    Business Valuation
    Forecasting
    Financial Projection
    Accounting
    Microsoft Excel
  • $60 hourly

    • 4.8/5
    • (38 jobs)
    Are you tired of being bogged down by the financial challenges that seem to be holding you back from reaching your full potential? Are you struggling to make sense of your financial statements, or worried that you're not making the most of your revenue streams? If so, you're not alone. Whether you're a new startup, a growing company, or an established business, a robust financial model and strategic is critical to your success. But with so many variables to consider, it can be overwhelming to develop a comprehensive financial plan that meets your specific needs. Without a solid financial plan, you risk running out of cash, missing out on growth opportunities, and even jeopardizing the future of your business. That's where I come in, as a Financial Analyst with over a decade of finance experience with S&P Global one of the Fortune 500 companies, I have the expertise and insights you need to make informed financial decisions. I know that you need more than just a one-size-fits-all approach - you need a customized solution that takes into account your unique business model, your revenue streams, and your growth goals. No matter where you are in your business journey, I'm here to listen to your concerns, answer your questions, and provide you with the insights, strategies and support you need to succeed. With my help, you can make informed financial decisions that will enable you to achieve your goals and take your business to the next level. Whether you're struggling with cash flow management, need help raising capital, or want to optimize your revenue streams, I've got the expertise and experience to help you achieve your goals. I'll work with you to identify your pain points and provide you with ongoing support and guidance as you grow and evolve. I am a full-stack and a one-stop shop for all your financial needs. This comprehensive approach ensures that you have all the tools necessary to drive your business forward and secure the funding you need. ------------------------------------------------ I am a Chartered Financial Analyst (CFA), with more than 10 years of experience in the Financial Services industry with S&P Global, one of the Fortune 500 companies. 🌟 I specialize in the following: ✔Financial Modeling ✔Strategic Consultation ✔Investor Pitch Decks and Fundraising ✔Business Plans ✔Pro forma Projections ✔FP&A ✔Mergers and Acquisitions ✔LBO Modeling ✔NPV, IRR, and Returns ✔Investor Relations Materials ✔What-if Analysis ✔Ratios Analysis ✔Key Performance Indicators ✔Excel Dashboards & Data visualization ✔Budgeting ✔Sensitivity analysis ✔Variance Analysis ------------------------------------------------ 🌟 Types based Financial Modeling & Forecasting: ✅Three-Statement Financial Model ✅DCF Model ✅Startup Financial Model ✅E-Commerce Financial Model ✅SaaS Financial Model ✅MarTech Financial Model ✅Real-Estate Financial Model ✅M&A Model ✅LBO Model ------------------------------------------------ 🌟 Customers: ✈️ New Startups 🚀 Growing Startups 🏢 Established Companies ------------------------------------------------ 📝 NEXT STEP: If you're ready to take your business plan to the next level, don't hesitate to message me, and let's get started. Your financial future is waiting - and I am here to help you make the most of it.
    vsuc_fltilesrefresh_TrophyIcon Chartered Financial Analyst (CFA)
    Ecommerce
    Real Estate Financial Model
    Microsoft Excel PowerPivot
    SaaS
    Startup Pitchbook
    Pitch Deck
    Equity Research
    Private Equity
    Business Analysis
    Chartered Financial Analyst
    Financial Management
    Financial Modeling
    Financial Analysis
    Microsoft Excel
    Company Valuation
  • Want to browse more freelancers?
    Sign up

How it works

1. Post a job

Tell us what you need. Provide as many details as possible, but don’t worry about getting it perfect.

2. Talent comes to you

Get qualified proposals within 24 hours, and meet the candidates you’re excited about. Hire as soon as you’re ready.

3. Collaborate easily

Use Upwork to chat or video call, share files, and track project progress right from the app.

4. Payment simplified

Receive invoices and make payments through Upwork. Only pay for work you authorize.

Trusted by

How do I hire a Chartered Financial Analyst (CFA) Freelancer on Upwork?

You can hire a Chartered Financial Analyst (CFA) Freelancer on Upwork in four simple steps:

  • Create a job post tailored to your Chartered Financial Analyst (CFA) Freelancer project scope. We’ll walk you through the process step by step.
  • Browse top Chartered Financial Analyst (CFA) Freelancer talent on Upwork and invite them to your project.
  • Once the proposals start flowing in, create a shortlist of top Chartered Financial Analyst (CFA) Freelancer profiles and interview.
  • Hire the right Chartered Financial Analyst (CFA) Freelancer for your project from Upwork, the world’s largest work marketplace.

At Upwork, we believe talent staffing should be easy.

How much does it cost to hire a Chartered Financial Analyst (CFA) Freelancer?

Rates charged by Chartered Financial Analyst (CFA) Freelancers on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.

Why hire a Chartered Financial Analyst (CFA) Freelancer on Upwork?

As the world’s work marketplace, we connect highly-skilled freelance Chartered Financial Analyst (CFA) Freelancers and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Chartered Financial Analyst (CFA) Freelancer team you need to succeed.

Can I hire a Chartered Financial Analyst (CFA) Freelancer within 24 hours on Upwork?

Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive Chartered Financial Analyst (CFA) Freelancer proposals within 24 hours of posting a job description.

Top cities for Chartered Financial Analyst (CFA) professionals in United States

Show more
Schedule a call

Looking to hire for long-term or full-time assignments? See how Full-time hiring on Upwork simplifies the process.