Hire the best Chartered Financial Analyst (CFA) Freelancers in Canada

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$50 hourly
Hussain Z.
- 5.0/5
- (34 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 |

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
Alex D.
- 5.0/5
- (37 jobs)
I work as an investment analyst, helping clients find profitable opportunities in the global stock, bond, commodity, and currency markets. Expanding one's horizon across asset classes increases risk-adjusted returns by allowing for more selectivity and diversification. I've also completed the Chartered Financial Analyst (CFA) Program and have extensive macroeconomic experience. Furthermore, if your intelligent ideas struggle to connect with a literary canvas, you’ve come to the right place. I’ve written press releases, blogs, guides, PPT presentations, website and webinar texts, e-books, social media posts, marketing emails, research reports, and more. In addition, client satisfaction and economic results are at the heart of every story, and I’m eager to craft yours today.

Chartered Financial Analyst (CFA)
Project Risk Management
Business Proposal Writing
Financial Planning
Sales Writing
Social Media Copy
Marketing
Financial Writing
Business Writing
Chartered Financial Analyst
Equity Research
SEO Writing
Website Copywriting
Technical Writing
$95 hourly
Jesse O.
- 5.0/5
- (36 jobs)
With a career spanning over 15 years in the finance industry, I've been fortunate to amass experience in numerous domains. I've traded tens of thousands of discretionary accounts in a single day as a Client Portfolio Trader. I've managed multi-billion dollar tactical asset allocation calls as a Portfolio Operations Manager. I've been responsible for a group of flagship, multi-asset class funds exceeding $4B in AUM as a Product Manager. This background is the foundation of my financial writing. It's helped me produce hundreds of valuable articles and thousands of engaging social media pieces for fund managers, banks, newspapers, and financial literacy programs. I've held the CFA charter since 2017.

Chartered Financial Analyst (CFA)
US English Dialect
Content Marketing Strategy
White Paper
Social Media Content
Content Writing
Editing & Proofreading
Microsoft Excel
Copy Editing
Infographic
Microsoft PowerPoint
Financial Writing
Chartered Financial Analyst
Copywriting
Finance & Accounting
$80 hourly
Lingfei X.
- 5.0/5
- (0 jobs)
Jeffrey has devoted himself to the financial services industry for over 15 years. Right after he acquired his first Master's degree in finance, he started his career as an auditor with PwC, then moved to the investment banks and originated/executed dozens of IPOs, M&As, and/or listings on China's main stock exchanges. Later, Jeffrey immigrated to Canada and re-launched his career as an M&A associate with BriGlobe Capital. After that, he worked with RBC I&TS as a fund accountant and derivative valuation analyst. Currently, Jeffrey is a quantitative researcher with MyGalaxy Financial, focusing on exploring and exploiting quantitative investment opportunities, mainly in the area of derivatives. During his spare time, Jeffrey cares about social development. He successfully wrote the Bar exam (China) and volunteered to provide legal assistance to those who needed it but were in a distressed financial situation. Since moving to Canada, Jeffrey has been active in political campaigns, aiming at making the community a more inclusive, diversified, and equitable one. He once accepted a short-term offer and assisted Dipika Damerla in successfully running for councilor of the city of Mississauga, ON. Nowadays he is a voting Council member of a public school. Jeffrey holds a Master's degree in finance and another Master's degree in financial engineering. Also, Jeffrey is a CFA charterholder and certified Financial Risk Manager (FRM).

Chartered Financial Analyst (CFA)
Business Translation
Law
Financial Audit
Financial Statement
Financial Risk
Risk Management
Data Analysis
Visual Basic
Tableau
R
Python
Quantitative Research
Investment Banking
Chartered Financial Analyst
Investment Research
$75 hourly
Umair A.
- 4.7/5
- (23 jobs)
I am a certified accountant and Certified Financial Analyst (CFA, USA) with over ten years of experience in public accounting (Deloitte) and external reporting. I am also a certified Facebook advertising specialist helping businesses and individuals with their businesses objectives.

Chartered Financial Analyst (CFA)
Grant Application
Limited Liability Company
US Taxation
Financial Statement
Real Estate Appraisal
Chartered Financial Analyst
Real Estate Investment Assistance
Bookkeeping
CPA
Financial Accounting
Tax Preparation
Intuit QuickBooks
Accounting
Technical Accounting
$90 hourly
Brandon G.
- 4.9/5
- (54 jobs)
Looking for a well-rounded business consultant who understands both the vision and the numbers? I help: ⚡ Founders and operators secure funding and scale to multi-million dollar businesses ⚡ Investors vet business ideas based on real market dynamics and financial fundamentals Whether you're starting from scratch or looking to unlock your next stage of growth, I simplify decision-making so you can focus on running your business. Think of me as your on-demand strategy partner—bringing clarity to complexity and identifying real opportunities for growth. 💼 Services & Expertise ✅ Financial Planning & Analysis (Budgeting, Forecasting, Scenario Planning) ✅ Fundraising Support (Pitch Decks, Valuations, Financial Models) ✅ Customer (User) Segmentation and Cohort Analysis ✅ GTM Strategy Support & Business Modelling (Unit Economics: CAC, LTV) ✅ Investor & Board Reporting (Narrative) ✅ Cash Flow Management and Burn Analysis Industries: SaaS, EdTech, Mobile Gaming, Telecom, E-Commerce, XXTech Global Reach: North America, EMEA and Asia 🌟 What Clients Say ★ “Always a pleasure working with Brandon – punctual deadlines, clear communication and quality end product.” ★ “Brandon did a fantastic job creating a financial model for our startup. He went above and beyond with feedback and insights. Fast, reliable, and top quality—we’ll be hiring him again.” 🏆 Notable Achievements ★ Helped startups raise Seed and Series A rounds with investor-ready financial models ★ Supported a private investment fund in their $15M tech acquisition ★ Launched a disruptive pricing strategy that reshaped the Canadian wireless market 📩 Let’s work together Whether you need sharp financial modeling, strategic clarity, or go-to-market insights—I'm here to help. Drop me a message to get started!

Chartered Financial Analyst (CFA)
Cash Flow Modeling
Financial Modeling
Startup Consulting
Business Plan
Business Consulting
Chartered Financial Analyst
Financial Consulting
SaaS
Financial Analysis
Pitchbook
Financial Projection
Budget Management
Cash Flow Analysis
$25 hourly
Arpit B.
- 5.0/5
- (2 jobs)
Greetings, Thanks for viewing my profile, below is a short note about me. I'm a Licensed CPA & CFA Level 2 along with an MBA from a top B-school with years of post qualification experience across finance, accounting and financial transformation. I specialize in Revenue Recognition Reporting (ASC 606/ IFRS 15), Financial process automations, Book-Keeping, Payroll and SOC Audits. I am personally based out in Toronto , Do reach out to me for any business requirement or a casual coffee chat. Can't wait to help your business grow exponentially. Thanks Arpit

Chartered Financial Analyst (CFA)
Corporate Finance
Taxation
Internal Auditing
SOC 3
SOC 2
Financial Audit
Bookkeeping
IT Support
Project Management
IT Consultation
CPA
Valuation
Chartered Financial Analyst
Information Technology
Finance & Accounting
$50 hourly
Vanessa R.
- 0.0/5
- (0 jobs)
Driven financial professional with 10 years of experience in diverse finance roles. I have a go-getter attitude and I am disciplined. I am extremely organized and have strong organizational skills allowing me to do more, more efficiently. * Portfolio management * Financial statement analysis * Client relationship management

Chartered Financial Analyst (CFA)
Customer Relationship Management
CRM Software
Financial Analysis
Microsoft Office
Chartered Financial Analyst
Capital Markets
Investment Research
Investment Strategy
$50 hourly
Ujal T.
- 0.0/5
- (3 jobs)
Ujal is a finance professional demonstrating client service and industry experience in strategic planning and execution with successful project delivery spanning Financial Planning & Analysis; Capital Budgeting and Allocation; Risk Management and Data Analytics; and Investor Relations. He has built complex analytic tools for companies in the consumer/ manufacturing, energy, and mining sectors. His industry experience spans Management Consulting, Oil & Gas Production and Infrastructure, Trading, and Aviation. Ujal is a CFA charterholder and received his MBA from Queen's University.

Chartered Financial Analyst (CFA)
Analytical Presentation
Business
Analytics
Chartered Financial Analyst
Management Skills
Business Intelligence
Project Delivery
Budget Proposal
Management Consulting
Business Management
FinTech
Financial Report
Financial Planning
Forecasting
$50 hourly
Harry F.
- 0.0/5
- (0 jobs)
Bachelors in Commerce from Queen's University, CPA, Toronto/Ottawa area, experienced in all aspects of corporate accounting.

Chartered Financial Analyst (CFA)
Financial Analysis
Internal Auditing
Chartered Financial Analyst
Bookkeeping
Accounting
Financial Audit
$7 hourly
Abhishek R.
- 5.0/5
- (1 job)
With over 8 years of buy-side experience, I am a seasoned commercial real estate investment and asset management professional. I have led the investment and asset management functions for platforms with reputed investors such as Canadian Pension Plan (CPP) and Allianz, underwriting investment and creating value for them through the implementation of value-add initiatives. I have successfully executed multiple transactions, achieving attractive returns and enhancing the value of the assets. My core competencies include financial modeling, valuation, due diligence, deal structuring, asset management, portfolio optimization, and strategic planning. I am passionate about leveraging my expertise and skills to deliver optimal solutions for investors, stakeholders, and communities.

Chartered Financial Analyst (CFA)
Document Review
Real Estate Acquisition
Investment Research
Investment Banking
Business Plan
Business Planning & Strategy
Presentations
Financial Reporting
Budget
Chartered Financial Analyst
Analytical Presentation
Financial Variance Analysis
Financial Modeling
$50 hourly
Nitesh P.
- 0.0/5
- (1 job)
Chartered Financial Analyst (CFA) and Chartered Accountant (CA) with 8+ years of experience in financial analysis, financial modeling, and capital planning. Earned the CFA Charter in 2024, reflecting strong expertise in investment analysis, valuation, and financial decision-making. Skilled in evaluating investment opportunities, building detailed financial models, conducting variance analysis, and delivering actionable insights to stakeholders. Now seeking to leverage this background in a dynamic Equity Research Associate or Investment Associate role, where I can apply my analytical rigor and financial acumen to support high-quality investment decisions and contribute to a top-tier research or investment team.

Chartered Financial Analyst (CFA)
Mergers & Acquisitions
Private Equity
Equity Research & Analysis
Portfolio Management
Investment Banking
Investment Research
Chartered Financial Analyst
Financial Analysis & Valuation
Financial Planning
Finance & Accounting
$55 hourly
Sadam A.
- 0.0/5
- (0 jobs)
I am a seasoned financial Analyst with over 6 years of work experience across Corp Dev, Equity Research, and Transaction Advisory, with strong financial modeling and analytical skills. I hold an MSc Finance degree and my expertise are in the areas of financial modeling and valuation. I built 100s of detailed top-down models across sectors sectors and geographies. I deliver custom financial models tailored to your specific business needs + financial analysis and valuation services -> for your start-up, established business or potential acquisitions + sensitivity & scenario analysis to unlock return opportunities or mitigate unexpected risks. Every model is built from scratch to fit your exact specifications, while ensuring highest level of attention to detail, accuracy, and efficiency. I will work closely with you to understand your objectives, and provide clear communication and actionable insights throughout the process. I commit to delivering excellent quality models on time!

Chartered Financial Analyst (CFA)
Venture Capital Consulting
Valuation
Equity Valuation
Cost Analysis
Financial Planning
Financial Projection
Financial Consulting
Company Valuation
Business Valuation
Real Estate Financial Modeling
Financial Modeling
Financial Analysis
Financial Model
Chartered Financial Analyst
Financial Analysis & Valuation
$75 hourly
Charissa L.
- 0.0/5
- (0 jobs)
ABOUT ME Experience in client service at Tier 1 global investment bank, alternatives strategy development and investing at top Canadian pensions. Perform at a high level within a dynamic, entrepreneurial environment. Global perspective and relationship capital from having worked and lived in South Africa, England, Canada, China and the USA. 4 years in investment banking, 10 years in private equity investing. Proven track record, having led transactions totaling over $1.5 billion globally. Screened potential investment targest and insured compatibility with fund strategy. Monitored portfolio companies' performance and prepared reporting packages. Projects include: - Financial / commercial due diligence for acquisitions (healthcare, food and beverage, financial services, tech) - Financial planning / capital forecasting for a family office focused on private equity investments (funds and directs) - Financial planning, capital allocation, investment execution and portfolio management for single family office - Capital introductions for fundraising / brand awareness of venture capital firm - Led due diligence for personal private equity investment, joined by high net worth family to co-invest - Advised institutional investors on strategic positioning, shaped narrative and developed fundraising materials HOW I CAN HELP I can help with your financial model, business plan/strategy and cash flow management. The financial models I build are easily auditable, allowing a user to change assumptions, with the change flowing through all the elements of the model. Clients can sensitize revenue, margins, expenses. I can even help to simply clean up existing models, and look into AI solutions to help automate and streamline your process. Please reach out with questions or a chat about how we can work together. I look forward to connecting! SKILLS Financial Modeling | Valuation | Pitchdeck/Investment Memo | Private Equity | Funds | Strategy | Asset Allocation | Portfolio Management/Construction | Problem Solving | Collaboration

Chartered Financial Analyst (CFA)
Fundraising
Venture Capital
Private Equity
Investment Research
Chartered Financial Analyst
Portfolio Management
Investment Portfolio Review
Investment Banking
Pitchbook
Valuation
Financial Planning
Financial Modeling
Investment Strategy
Pro Forma Statement
Financial Analysis
$30 hourly
Kelvin T.
- 0.0/5
- (0 jobs)
As a new freelancer on Upwork, I am eager to work with your project and help resolve your pain points while also gaining valuable experience. I look forward to building long term relationship with you/your business. OVERVIEW 1. Project Manager with over 10 years experience in the Investment Management industry. My projects usually involve financial products such as mutual funds, unit trusts, ETFs, segregated mandates 2. Agile Project Management, including being the Scrum Master in development teams. I would host scrum calls and manage Product/Sprint backlogs 3. Specialized in Data Management. This include the management of metadata, data lineage, system of records & data quality. In 2022, I became a Certified Data Management Professional (CDMP) INDUSTRY EXPERIENCE 10 years of experience in fund accounting & transfer agency operations, including outsourced & offshored service operating model and oversight. My CFA charter also provides solid background in investment-related functions such as portfolio performance analysis TECHNICAL SKILLS Over 20 years of automation solutions hands-on development using Alteryx, Python, SQL, PowerAutomate, AWS, Xceptor, GraphQL, Qlik, Tableau, Excel VBA. This includes following through governance models around user-developed solutions in an international enterprise PEOPLE & LEADERSHIP Keen in public speaking. Served as the Club President of the Toastmasters Club within the company. I coached new club executives, and mentored over 60 new members over 5 years on improving communications skills

Chartered Financial Analyst (CFA)
Asset Management
SQL
Alteryx Analytic Process Automation Platform
Scrum
Product Data Management
QlikView
Process Improvement
Product Backlog
Master Data Management
Data Management
Chartered Financial Analyst
Python
Qlik Sense
Fund Accounting
Agile Project Management
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