Hire the best Financial modelers

Check out Financial modelers with the skills you need for your next job.
Clients rate Financial modelers
Rating is 4.8 out of 5.
4.8/5
based on 6,417 client reviews
  • $95 hourly
    I am a fractional CFO with significant financial and operational experience in multiple industries. Current clients are in construction, e-commerce, services, and manufacturing. My experience as CFO covers companies from $1MM to $60MM in annual revenue in various stages of their life cycle. I have significant expertise in banking relationships and building proper capital structures to enable rapid growth. Past work experience includes publishing, construction, stainless steel fabrication, e-commece, and non-profits. What I can do for you includes: • Help allocate resources for optimum growth and profitability. • Improve your revenue and cash cycles. • Build infrastructure and processes to make it easier to run your day-to-day operations. • Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. • Give you visibility into your performance for the next 12-36 months, • Predict and plan for future opportunities, • Show you where potential potholes are and help you to avoid them, • Raise cash, get financing, and negotiate loans, • Build your company’s value so investors and buyers will be willing to pay larger multiples for your business, and • Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.
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    Financial Policies & Procedures
    Insurance & Risk Management
    Corporate Governance
    Startup Consulting
    Business Planning & Strategy
    Cash Flow Analysis
    Financial Accounting
    Cash Flow Modeling
    Pro Forma Statement
    Financial Analysis
  • $195 hourly
    Hi! Upwork uses my first name, Royce, but I go by Aaron (my middle name). I am a quantitative /systematic trader that also helps others with all things related to running algorithmic trading systems. This includes tasks such as system modeling/backtesting, data collection/storing, signal processing based on technical indicators, portfolio and position risk management, etc. I am a skilled programmer that writes well documented and organized code that is easy to follow and build upon. I provide even more value with my trading knowledge and experience. I've contributed to hundreds of successful projects to date, and look forward to taking on many more. Some of my specialties includes using QuantConnect (where I am a recommended consultant), Interactive Brokers API integration, TradeStation, and TradingView. I've learned a lot about technical analysis going through the Chartered Market Technician (CMT) program where I've passed all three of the exams on my first try. I'm currently working on becoming a chartered member. My past and current clients include investment/financial advisors, portfolio managers, CTAs, and professional traders. I also work with individuals that are just getting started in trading. Check out the testimonal below to see what an active client who manages around 150M+ AUM had to say about working with me. If you are interested in learning how to write algorithms for QuantConnect, I've created a training course of 22 different algorithms that I explain in 27 videos, almost 17.5 hours of instruction. Message me if you are interested, and I can send you more information.
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    Trading Strategy
    Trading Automation
    Financial Trading
    Derivatives Trading
    Quantitative Finance
    Quantitative Analysis
    Project Risk Management
    Forex Trading
    Quantitative Research
    Algorithm Development
    Python
    Cryptocurrency
    Investment Research
    Financial Analysis
  • $40 hourly
    Consumer internet and CPG finance executive with Financial Planning and Analysis (FP&A) core experience and cross-functional experience in Analytics, e-commerce, Business Development and Corporate Development.
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    Company Valuation
    Cash Flow Analysis
    Google Sheets
    Intuit QuickBooks
    Google Analytics
    Financial Analysis
    Financial Accounting
    Financial Planning
    Data Analysis
    Management Accounting
    Microsoft Excel
  • $25 hourly
    "Farhan Patel Has done a fantastic Job. He was able to go above and beyond what was requested. He also made plenty of welcomed suggestions on how I could improve the task. I will use him again." "Highly diligent qualified accountant who is a number genius and looks to maximize client's returns. I hired Farhan to deliver his expertise with a business plan. His skills were superb in balance sheet, P&L statement and cashflow forecast. He spent copious amount of time explaining the numbers, and how they were calculated. Thank you and I'll be coming back to you for more work." "Farhan did a great job for me, i would recommend him for anything in his interest." These are a few testimonies from my valuable clients on Upwork. I love playing with numbers and passionate about my work. Being a certified chartered accountant (ACCA, UK), having nine years of practical experience, I can be a complete accounting solution for your business. My objective as an Accountant is to save my client's tax money and critically analyze the outcome to ascertain the actual position. I'm a person who believes in smart work, utilizing my proficiency in MS Excel and finding ways to implement controls and streamline financial discrepancies with consistently strives to boost the business's productivity. I am QuickBooks ProAdvisor, Xero Certified User, and Wave ProAdvisor. I do everything to provide excellent services to my clients using the above applications on an ongoing basis. Apart from accounting and bookkeeping, I have got proven experience in the following fields: 1. Internal Audit 2. Projections & Cashflow 3. Financial Modeling 4. Business Plan 5. Reconciliations 6. Collection & Recovery 7. Financial Analysis 8. E-Commerce 9. Real Estate 10. QuickBooks / Xero / Wave Setup 11. 1099 Reporting 12. Tax Filing
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    Visual Basic for Applications
    Data Analysis
    Google Docs
    Bookkeeping
    Xero
    Financial Analysis
    Business Writing
    Business Plan
    Wave Accounting
    Intuit QuickBooks
    Balance Sheet
    Bank Reconciliation
    Financial Audit
    Microsoft Excel
  • $500 hourly
    Is your business ready for a CFO? While all businesses can benefit from expert financial guidance, it really depends on your goals. Do you have a vision for the future of your business? Do you know what steps you need to take to realize this vision? If your business is growing (or struggling), you need a proactive approach to financial management. This is where professional financial advice becomes crucial. As an experienced CFO I can help your business: -Develop a solid accounting infrastructure with strong internal controls and segregation of duties for accurate and reliable financial reporting. -Manage and improve cash flows so that the business has enough cash available at the right time to take advantage of any attractive opportunities. Cash is the lifeblood of any business. You can easily go broke while making a profit if your business lacks proper cash management. -Implement and oversee company budgets with an emphasis on reducing cost and plugging any money leaks. -Prepare and analyze financial statements in real time to support strategic decision making. -Establish key performance indicators. -Financial forecasting for growth and business development. -Measure financial results and course correct accordingly. -Provide CEO coaching and financial education for confident decision making. You likely already have an accountant or bookkeeper to compile and reconcile your books and a CPA to prepare and file tax returns. Keep in mind that a CFO is different. An experienced CFO is an expert in financial management. I don't replace your accounting and tax team. The cost of hiring a full-time CFO can range from $120k to over $250+ per year (not including bonuses, benefits, and employer taxes). Most small to medium sizes businesses are not at a stage where they need to hire a fulltime CFO. Hiring a CFO on a consulting basis can give you the experience you need at a fraction of the costs. I’m a CFO/CPA with 15+ years of financial management and accounting experience. I have a diverse background and have supported businesses of all sizes in a wide array of industries. I provide financial, operational, and analytical support to small and medium size businesses and nonprofit organizations. Main industries I serve are: Construction, SaaS, IT, Cybersecurity, Nonprofit, Professional Services, and others. Contact me for a free consultation.
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    Budget Planning
    Budget
    Forecasting
    Construction
    Cash Flow Analysis
    SaaS
    Nonprofit Organization
    Corporate Finance
    Financial Reporting
    Financial Management
    CPA
    Financial Analysis
    GAAP
    Internal Control
  • $150 hourly
    Former TradeStation EasyLanguage Engineer who answered 17,000+ TradeStation EasyLanguage Forum questions for Traders and Developers. Developed thousands of strategies/indicators and the most advanced products available which enhance automated trading. Degreed Electrical Engineer with a MBA. I am thoroughly versed in TradeStation nuances and I build on a strong foundation of listening to the customer, bringing clarity to the issues, and finding solutions to the problems. I ask the questions that help you rigorously define your project and decide if it is possible, affordable, and ultimately, desirable. There are many paths that can be taken when writing code. How the code is written can impact how efficiently your strategy trades. Having been exposed to so many other trader's and developer's code and to finding solutions for their issues, I bring a broad perspective to coding and a deep understanding of just how to effectively and quickly code in TradeStation EasyLanguage while avoiding non-obvious pitfalls.
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    TradeStation
    EasyLanguage
    Object-Oriented Design
    Statistical Analysis
    Six Sigma
    Financial Analysis
  • $150 hourly
    Howdy! I am a seasoned commercial real estate advisor specializing in contract creation/negotiation and investment analysis that also loves helping businesses grow and develop new strategies from a high-level technical standpoint, whether it's product development or financial strategy. I'm looking forward to hearing what your goals are and assisting you in your project. —$1B+ in real estate asset underwriting and due diligence —Real estate tech co founder x2 (data science and valuation) —10 years in real estate development, management, legal & financial advisory —7 years web product development and deployment —4 years blockchain governance and innovation
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    Real Estate Appraisal
    Contract Drafting
    Real Estate Law
    Contract Law
    Financial Analysis
    Commercial Lease
    Financial Projection
    Real Estate Financial Modeling
    Blockchain
    Startup Consulting
    Cardano
    Real Estate Investment Assistance
    Legal Agreement
    Real Estate
  • $175 hourly
    I am a Certified Public Accountant with a Masters in Accounting, specializing in tax preparation. I have years of experience helping clients save money with my knowledge of tax law for business and individual taxes. My main goal with a client is to help them understand their tax situation and help them succeed in their financial goals, including a forward look approach to ensure the client receives the maximum deductions to increase cash flow, by offering tax planning and business consulting. My specialty is in small business, including accounting, tax preparation, and tax consulting to ensure that the business entity type is best suited for your needs and the most tax advantageous. I also offer accounting services, where my main goal with clients is to ensure that their books and financial statements accurately reflect their finances. With accurate financial statements, businesses can see their strengths and weaknesses, which will help them continue to grow their business and succeed. In my accounting business, my main goal is for my clients to be successful and help them by offering not only accounting and tax preparation services, but also business consulting on what is the most advantageous business entity type and taking a forward looking approach to see what they can do in the future to grow their business. I have worked with several small business owners just starting their business by setting up their accounting software and chart of accounts, creating a business strategy, including tax planning, to maximize cash flow to prepare them for success.
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    Tax Strategy
    Xero
    Intuit QuickBooks
    Financial Analysis
    Income Statement
    GAAP
    Bookkeeping
    Tax Return
    Tax Planning & Advisory
  • $160 hourly
    My core service offerings focus on fully supporting the accounting, finance and analytics needs of growing businesses. I work with companies to utilize financial and operational data to make informed decisions. If you need insights into what is going on with your business and developing a strategic plan for growth, then I can help. About Me: ● Possess a unique combination of accounting, financial analysis, and data visualization work experience. ● Hold a Masters of Accountancy degree and an active Certified Public Accountant license in Georgia ● Offer over 14 years of accounting experience and 8 years of data visualization development ● Serve as outsourced Controller to multiple businesses in the technology, hospitality/foodservice, retail, real estate, healthcare, service-based, non-profit, and manufacturing spaces ● Develop and publish over 100 executive level and operational Tableau dashboards using data from a variety of business areas and data sources Allow me to add value to your business by providing: ● Streamlined solutions to the accounting function which increase efficiency ● Oversight of your accounting activities to ensure separation of duties and enhance internal controls ● Data analytics services to help uncover trends and patterns to give you a competitive advantage ● Continuous monitoring of financial activities to identify irregularities and alert you to potential fraud ● Financial planning and analysis to help you discover the best course of action for the future I believe a picture is worth a thousand numbers and pride myself on creating easy to understand visuals that provide insights into the financial and operational activity of businesses. I am forward thinking and help clients understand where they stand today so that they may develop realistic expectations for the future. I look forward to earning your business!
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    VLOOKUP
    Financial Analysis
    CPA
    Bookkeeping
    Data Analysis
    Microsoft PowerPoint
    Tableau
    Microsoft Excel
    Data Visualization
    Google Sheets
    Intuit QuickBooks
  • $20 hourly
    *Certified Public Accountant, Expert in Accounting Systems such as BizBox, QuickBooks, PeachTree, and Excel Accounting Workbooks *Inventory Management Expert *Business Start-Up Consultant *Accounting and Internal Controls Process Flow Consultant *Financial and Business Analysis Expert *Powerpoint Business Presentation Expert As a Certified Public Accountant, I provide tax computation and advisory. I can also offer all around accounting, bookkeeping, systems designs, internal control set up, audit, streamlining of processing and financial analysis. As Inventory Management Expert, I can design inventory process flow customized to your business needs. I can design forms, templates and inventory reports that will optimized inventory efficiency and minimize inventory holding cost. With the innate nature of the loving challenge, I welcome start-up businesses and troubleshooting tasks that will put my more than 15 years of work experience to good use.
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    QuickBooks Online
    Inventory Management
    Financial Analysis
    Cost Accounting
    Financial Accounting
    Business Management
    Corporate Tax
    Business Analysis
    Bookkeeping
    Business Modeling
  • $95 hourly
    Accomplished Harvard-educated MBA executive with broad experience and recognized success in real estate acquisitions, finance, and development. Key role in over $6 billion in new multifamily construction projects and sales, with over 58,000 units during a 20-year period. Expertise in real estate taxation, appraisal, entitlements, feasibility studies, and real estate loans and syndications, including construction loans, tax-exempt bonds, and private placement syndications. Have developed numerous loan and equity feasibility packages for lenders and investors.
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    Construction
    Microsoft Word
    Financial Presentation
    Real Estate
    Valuation
    Microsoft Excel
    Financial Analysis
  • $50 hourly
    Hello, I'm a business-finance bachelor's graduate - I have worked with various clients in different industries - Consulting, Healthcare Group, Law Firm, Real Estate, E-Commerce, Staffing, etc. from the admin to the accounting & finance side. I have the eagerness to learn, I work independently, with excellent communication and analytical skills, creative-working, and time management. Here are some of my previous professional experiences: - M&A analyst; from market, industry research and revenue estimation, sourcing, etc. - Processed 200+ invoices, petty cash, checks, reimbursements, and working with various vendors. - AP/AR accounts reconciliation, unclaimed checks, etc. - Assisted the CA Relief Grant program for the disbursement to the grantees ($1.5b in total). Technical proficiency includes NetSuite, Quickbooks, Sage Intacct, Invoiced, Clio, Freshdesk, Stripe, Concur, Authorize.net, Salesforce, G-Suite, PointClickCare, Microsoft Office, including MS Word, Dynamics, Outlook, Excel, Access, PowerPoint, and Adobe Cloud, Zoom, Asana, Airtable, Slack, DealCloud. Excited to work with you!
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    General Ledger
    Journal Entries
    Invoice
    Bill.com Accounts Payable
    Accounting
    Purchase Orders
    Salesforce
    Bookkeeping
    Microsoft Excel
    Intuit QuickBooks
    Oracle NetSuite
    Accounts Receivable
    Accounts Payable
    Bank Reconciliation
    Invoicing
  • $100 hourly
    I am a full-time freelancer and I love to help clients make data-driven decisions for their businesses. I previously worked in management consulting and have an an MBA in finance and an MS in data analytics. My strengths are in financial analysis, financial modeling & forecasting, other Excel or Google Sheets-based reporting/forecasting and modeling, and data visualization in Power BI, Google Data Studio, Tableau, or Excel/Google Sheets. If you have ever thought something like the following, I'd love to help you! "I wish I knew which products I should invest in and which ones I should cut" "I wish this data set could tell me _________" "I wish I had a better understanding of my cash outlook" "I wish I had a better BI dashboard to share with my team" "I wish this Excel model made me cry less" As a consultant I know the importance of being highly dedicated to client satisfaction, as you can see from my currently perfect 5.0 star review average and 100% Job Success Rate!
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    Microsoft PowerPoint
    Accounting Principles & Practices
    Microsoft Power BI Development
    Data Analysis
    Relational Database
    Microsoft Power BI Data Visualization
    Data Visualization
    R
    Microsoft Excel
    Google Sheets
    Microsoft Power BI
    Financial Analysis
    Looker Studio
  • $25 hourly
    Do you like to play games? Ever lost track of score? Games are pointless without numbers. Business is an economic game. This is where I come into play. I keep and analyze scores, so that you can focus on winning the game. Being a Fellow Chartered Certified Accountant and financial analyst with 15 years of work experience (30,000 work hours) doesn't make me special. What makes me different is that I make difficult things easy and help you understand what your numbers are telling. So I solve the following problems for my clients: - Accounting / Bookkeeping - Fractional CFO - US Federal & State Tax Filings; Payroll - Sales Tax Filings - Diligence & Audit - Business Valuation / Equity Valuation - Investment Analysis / Stock Analysis - Forecasting / Projections - Budgeting & Variance Reporting Do you want to talk about your business with me? I am an avid listener and love to meet people.
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    Ecommerce
    Financial Audit
    Internal Auditing
    Financial Accounting
    Chart of Accounts
    Financial Analysis
    Financial Projection
    Business Valuation
    Bank Reconciliation
    Finance & Accounting
    Accounts Receivable
    Accounts Payable
    Intuit QuickBooks
    Bookkeeping
  • $80 hourly
    I am experienced in all areas of finance with great analytical skills. I am a certified tax consultant in Germany.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Analysis
    Tax Law
    Accounting Basics
    Tax Planning & Advisory
    Financial Reporting
    Bookkeeping
    Financial Accounting
    Tax Return
    Bank Reconciliation
    Account Reconciliation
    Accounts Receivable
  • $20 hourly
    I Know YOU are Looking 🔍 For a Content Writer! I was a content writer before ChatGPT came. I have a degree in Marketing 🎓 and 5 years of experience in the industry 💼, and I helped many businesses sell their products with my compelling copy. I have worked with: E-commerce Businesses 🛍️ Media and News Publishing Companies 📰 Brokerage Firms 💹 And helped them create: Sales Copy 📈 Marketing Copy 📣 Social Media Content 📱 Email Marketing Strategy Landing Pages Articles and Blogs ✍️ Products Descriptions🏷️ YouTube Scripts 🎬 Financial Content 💲 If you are looking for a Rockstar SEO Content Writer, Well, you are at the right place 🌟. Why Me? Crafting Words ✍️ that Connect: Elevate your brand's voice with my expert Content Writer services 📝. Your Message, Amplified 🗣️: I blend creativity and strategy to turn your ideas into compelling stories 🌐. Words That Work Wonders: Let me help you engage, persuade, and convert your audience with impactful copy 🎯. From Concepts to Conversions: My copywriting skills turn your business goals into persuasive narratives 🌟. Elevating Brands, One Word at a Time: Partner with me for a copy that resonates and delivers results 🔝. And Most Importantly! I am super cool to work with 😎 and don't mind reviewing a draft if it doesn't click you in the first look. If you reached this far 👀 , I am sure you don't wanna risk it to go somewhere else. Let's Connect 🤝 and Take your Content Marketing game to NEXT LEVEL! 🚀
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    Technical Analysis
    Forex Trading
    Article Writing
    Blog Content
    AI Content Editing
    AI Content Writing
    Content Rewriting
    Content Editing
    Surfer SEO
    On-Page SEO
    SEO Keyword Research
    SEO Writing
    Content Writing
    Financial Analysis & Valuation
    Financial Writing
  • $12 hourly
    I am a professional Credit Repair Specialist. For the last 10 years, I have worked with the Different Company of the USA. I can do credit repair work Manually and on Credit Repair Cloud & Client Dispute Manager & Dispute Fox & Dispute Panda & Dispute Bee. I can analyze all types of credit reports some are Experian.com, Equifax.com, Transunion.com, Identityiq.com, privacyguard.com, creditkarma.com, smartcredit.com etc. The services I provided to the company: 1. EX, EQ, TU Letter Making with new custom statement for every client. Making New template and adding them by coding into CRC. 2. Using Effective Template and Item selection to get them deleted fast and boost the score 3. Mailing letters and documents through Letter Stream & Hello Fax 4. Complain form filling and submitting on Federal Trade Commission 5. Attorney General, CFPB & LEXIS-NEXIS complain form filling and submitting 6. Database Update and weekly working progress report generate 7. Emailing client and give customer support 8. Team Management 9. Giving partially customer support via phone and full support via email / social media I have completed my Master in Computer Sciences. I have also expertise in using MS Office, Google Suite, Dropbox, Pipedrive, Fax software, Hootsuite, Trello, & Sl@ck. I hope I have the experience and skills to do your job successfully.
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    Boost
    Classifieds Posting
    Credit Report
    Administrative Support
    Financial Analysis
    Credit Repair
    Data Analysis
    Microsoft Excel PowerPivot
    File Maintenance
    Credit Scoring
    Ad Posting
    Data Entry
    Microsoft Excel
    Microsoft Word
  • $200 hourly
    I spent four years as an investor at multi-billion dollar hedge funds before launching my own startup. Prior to investing, I was a management consultant for three years and earned a law degree from Columbia and a Master's in international finance from Tufts. I also hold a B.S. in Math from Yale.
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    Visual Basic for Applications
    Competitive Analysis
    Forecasting
    Business Plan
    Financial Analysis
  • $75 hourly
    Let's face it, no matter what facet of the business world you work in, writing probably isn't your "thing." That's OK, because it is mine, and my job is to make your marketing easier. I am a native English speaker, born and raised in the Southwestern United States, and specialize in content creation and editing in the real estate, finance and investment, and general business sectors for clients around the world. Clients include Arrived Homes (fractional real estate investing), Basic Property Management, Concreit (fractional real estate investing in debt), Crexi, Lendai (real estate lending platform), NAS Investment Solutions (1031 exchanges), Obie (insurance), RealtyMogul, Roofstock, Stessa, and various other firms in the investment real estate, property management, insurance, and accounting industries. There are two pricing packages to choose from, depending on your objectives and budget. Feel free to content me for a customized quote for your project. BASIC The Basic content creation package is best for those who prefer to do their own keyword research and SEO, and who may be working with a more limited budget. Flat-rate pricing for basic content creation includes the following: • Blog post length as specified by client (minimum fee may apply). • Content processed through Copyscape to prevent accidental plagiarism or duplication. • Meta title and description. • Content delivered in a Word or Google document format with H1, H2, and H3 header formats. • All content is yours to use any way you like, including blog posts, social media, low-content ebooks, email marketing, and more. BUSINESS The Business content creation package is best for those concerned with optimizing keyword use and SEO, article tone of voice, and who have a more robust budget. Flat-rate pricing for business content creation includes the following: • Keyword selection based on search phrase or specific keyword(s) selected by client. • Blog post length as specified by client (may be slightly longer at no extra charge), or I can make recommendations for length based on competition research from Clearscope. • Use Clearscope to help produce content that is highly relevant to what people are searching for, • to drive organic traffic. • First, second, or third person voice (client choice). • Post structured with headings H1, H2, H3, etc. • Keyword analysis report to identify secondary and LSI keywords is provided to client for future content ideas • Meta title and description. • Final article run through Grammarly for content improvement suggestions and verify tone of voice. • Final article run through Copyscape to check for and prevent accidental plagiarism. • All content is yours to use any way you like, including blog posts, social media, low-content ebooks, email marketing, and more. After over 25 years in the business, I know the real estate industry inside and out and have personally brokered tens of millions of dollars worth of real estate sales and lease transactions for my clients and for my own portfolio in retail, office, industrial, single-family and multi-family residential income properties, and in raw and subdivided land. I have been awarded the Certified Commercial Investment Member (CCIM) designation, one of the most prestigious professional certifications one can earn in commercial investment real estate. It never hurts to talk, so feel free to contact me if you have a content creation project you'd like to discuss.
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    Financial Analysis
    Content Development
    Content Creation
    Property Management
    Investment Research
    Real Estate Marketing
    Case Studies
    Blog Writing
    Search Engine Optimization
    Content Writing
    Article Writing
    Copywriting
    English
    Real Estate
  • $75 hourly
    I am a finance and accounting professional with 15+ years of experience, including an audit background in Big4. I currently serve as a CFO, specializing in industries including SaaS, E-commerce, Gaming, IT Service and Manufacturing. I am Fractional CFO equipped to optimize your finance department or build one from the scratch: - Accounting - Financial reporting (standalone and by projects) - Budgeting - KPI dashboards - Automation and process set up. In my work I use Odoo (open source business apps) that cover all company business process. In addtition, I have deep expertise in Financial modeling for existed projects and startups. Over the past few years, I have specialized in raising financing for startups by extensively creating financial models and developing investor pitches , VC presentations. In addition to my experience and personal qualities, I have a solid educational background in finance, and I have Advanced Diploma in accounting and business from ACCA (Associate Chartered Certified Accountant)
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    Financial Planning
    Company Valuation
    Budgeting & Forecasting Software
    Pitch Deck
    Ecommerce
    Xero
    Financial Analysis
    Odoo
    Financial Reporting
    Financial Accounting
    Cash Flow Analysis
    Financial Projection
    Balance Sheet
    Chart of Accounts
  • $65 hourly
    Hello! I'm Tiago Ladeia - a seasoned investment professional with hands-on experience in investment banks, corporations, startups, and venture funds. I've seen the game from every angle, and now I use this experience to ensure success for my clients and the funds I manage. At present, I'm dedicating my time to leading Experian Venture's LatAm Fund and as an advisor for startups, family offices, and investment funds, both here on Upwork and through my firm, Venturama. I've been on all sides of the table - as a startup operator, an investment advisor, and an investor, participating in many financing rounds and investment decisions. This unique point of view empowers me to deliver balanced, very technical, but truthful advice, which I've observed can sometimes be lacking, even though it is essential in high-stakes situations. My goal is to make sure you achieve the best possible outcome in your business endeavor. Whether you're an investor assessing a new venture opportunity, or a startup founder needing help in a fundraising round, I'm here to support you. We'll navigate this journey together, and I'll ensure you are always on the right track. Typically, my clients seek guidance in the following areas: 1. Startup Fundraising Rounds (Sell-side Advisor): I share insider knowledge on institutional investor fundraising to maximize your chances of success. This includes (a) feedback on investment documents like pitch decks, info memos, and financial models; (b) helping you evaluate term sheets; (c) creating materials for your fundraising campaign; (d) helping you plan your fundraising round. 2. Startup Finances (Consultant): I thoroughly analyze your startup's financial situation and suggest potential improvements or even a turnaround strategy. Think of it as a CFO-as-a-service approach. 3. Investment Analysis (Buy-side Advisor): I help evaluate investment opportunities through quantitative and qualitative lenses to support decision-making. Sounds like a fit? Let's hit the ground running! Click that green 'Hire/Invite' button at the top of this page, and let's make great things happen together.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Corporate Finance
    Pitch Deck
    Startup Consulting
    Startup Pitchbook
    Venture Capital
    Investment Strategy
    Financial Presentation
    Venture Capital Consulting
    Startup Company
    Financial Analysis
    Financial Planning
    Company Valuation
    Financial Projection
  • $75 hourly
    As a licensed CPA actively working in public accounting, I have a wide variety of exposure to different accounting topics. With years of QuickBooks experience and expertise drafting GAAP-compliant financial statements, I'm your go-to CPA for all things business, accounting, and tax. Not sure on the extent of service you need? Reach out today to chat. Let's get to business!
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    Bookkeeping
    Accounting Basics
    CPA
    Data Entry
    Financial Analysis
    Intuit QuickBooks
    Financial Accounting
    Income Statement
    Payroll Accounting
    Microsoft Excel
    Balance Sheet
    Bank Reconciliation
    Account Reconciliation
  • $35 hourly
    About Me Hi, I am a Business Graduate specialized in Accounting and finance with more than 8 years of professional experience including 5 years of U.A.E experience with Multinational companies. Work Ethics: I am honest, reliable, and believe in attention to details, I understand the client's data confidentiality so I am open to signing an NDA if it is required by the client. Experience Highlights: I have excellent skills in Handling accounts by using different Accounting Softwares like -QuickBooks Online, -QuickBooks Desktop Version -Zoho Books, -Xero, -Wave Accounting, -Tally ERP 9.0, -ERP Next Accounting & Bookkeeping includes the following: Chart of Accounts Set up. Account Receivables / Account Payables Management Sales / Purchase Invoicing Bank Reconciliations Journal Entries Month / Year-End Closing Financial Statements 30 minutes Free Consultation to understand the client's requirement before the start of the project. Please contact me through the Upwork messenger to set up an appointment.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Analysis
    Zoho CRM
    Xero
    Wave Accounting
    Intuit QuickBooks
    Bookkeeping
    Accounting
    Accounting Software
    Accounting Basics
    Account Reconciliation
    Bank Reconciliation
    Zoho Books
    Financial Report
  • $30 hourly
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How To Hire a Financial Modeling Consultant

Financial modeling consultants create detailed financial projections to help businesses make smarter money decisions. 

Whether you’re a startup looking to impress investors, a large corporation planning a merger, or a small business owner trying to forecast your cash flow, a good financial modeling consultant can help. 

This guide will walk you through everything you need to know about hiring one.

What is a financial modeling consultant?

A financial modeling consultant specializes in creating complex financial models to analyze and forecast a company’s financial performance

These experts use advanced Excel skills to develop sophisticated models that help businesses make strategic decisions, value assets, and plan for future scenarios. They provide in-depth analysis of key financial metrics like profitability ratios and other important indicators to support corporate finance decisions and business planning.

Financial modeling consultants typically have a strong finance, accounting, or economics background. They combine their technical expertise with industry knowledge to create accurate and insightful financial models tailored to a company’s needs. 

Their know-how extends to interpreting financial statements, including the balance sheet and income statement, to build comprehensive models that reflect a company’s financial health and future performance.

Why should you hire a financial modeling consultant?

Hiring a financial modeling consultant can provide numerous benefits to businesses of all sizes:

  • Enhanced decision-making. Financial models offer insights that support strategic decision-making and help identify potential risks and opportunities.
  • Improved forecasting. Consultants create models that accurately project financial performance, enabling better planning and resource allocation.
  • Valuation expertise. Financial modeling consultants provide crucial valuation analysis for mergers, acquisitions, or investment decisions.
  • Time and resource savings. Outsourcing complex financial modeling tasks allows internal teams to focus on core business activities.
  • Objective analysis. External consultants bring an unbiased perspective to financial projections and scenario analysis.
  • Business model optimization. Consultants can help refine and analyze various business models to identify the most profitable and sustainable options.

How do you hire a financial modeling consultant?

Finding the right financial modeling consultant can seem daunting, but breaking it down into steps makes the process manageable.

  1. Define your project requirements. Outline the scope, objectives, and deliverables of your financial modeling project.
  2. Determine the necessary skills. Identify the specific Excel skills, financial knowledge, and industry expertise required for your project.
  3. Create a detailed job post. Write a comprehensive job description that attracts qualified candidates.
  4. Review portfolios and experience. Evaluate candidates based on their past projects and relevant experience.
  5. Conduct interviews. Ask targeted questions to assess technical skills and problem-solving abilities.
  6. Assign a test project. Provide a small sample task to evaluate the consultant’s skills.
  7. Check references. Contact previous clients to verify the consultant’s work quality and professionalism.
  8. Negotiate terms. Discuss rates, timeline, and deliverables before finalizing the hire.

Writing a financial modeling consultant job post

A well-crafted job post is essential for attracting top financial modeling talent.

Job post title

Choose a clear and specific title that accurately reflects the role. Examples include:

  • Senior financial modeling consultantmergers & acquisitions
  • Excel financial modeling expert needed for real estate business
  • Financial modeling specialist for startup valuation

Project description

In your project description, highlight:

  • The purpose of the financial model (e.g., valuation, forecasting, scenario analysis)
  • Specific industry or sector focus
  • Key stakeholders who will use the model
  • Any unique requirements or challenges

Example: “We’re seeking an experienced financial modeling consultant to develop a comprehensive discounted cash flow (DCF) model for our startup. The model will be used to support our upcoming Series B funding round and should incorporate various growth scenarios and sensitivity analyses. The consultant will work closely with our FP&A team to ensure the model aligns with our financial planning processes and business plan.”

Responsibilities

List the primary tasks and duties of the financial modeling consultant. For example:

  • Develop complex financial models using advanced Excel functions
  • Create dynamic dashboards for easy data visualization and analysis
  • Perform sensitivity analyses and scenario modeling
  • Prepare financial statements and cash flow projections
  • Conduct valuation analyses using various methodologies (e.g., DCF, comparable company analysis)
  • Present findings and recommendations to stakeholders
  • Analyze key financial metrics and ratios to provide insights into profitability and financial health
  • Assist in due diligence processes for potential mergers or acquisitions

Qualifications

Outline the essential qualifications and skills required, such as:

  • Bachelor’s degree in finance, accounting, economics, or related field (MBA preferred)
  • 3+ years of experience in financial modeling, preferably in investment banking, private equity, or consulting
  • Advanced Excel skills, including proficiency in VBA and macros
  • Strong understanding of financial statements and valuation methodologies
  • Experience with specific modeling types
  • Excellent analytical and problem-solving skills
  • Strong communication and presentation abilities
  • Industry-specific knowledge (if applicable)

Essential knowledge before hiring a financial modeling consultant

Before you start the hiring process, it’s important to understand a financial modeling consultant’s role and how they can add value to your business.

The role of a financial modeling consultant

Financial modeling consultants are responsible for creating sophisticated financial models that help businesses analyze their financial performance, make projections, and evaluate strategic decisions. They work closely with management teams to gather inputs, develop assumptions, and create models that provide actionable insights.

Hiring demand

The Bureau of Labor Statistics (BLS) projects that the employment of financial analysts, including financial modeling consultants, will grow 8% from 2022 to 2032, faster than the average for all occupations. About 27,400 openings for financial analysts are projected each year over the decade. 

Common projects

Financial modeling consultants typically work on a variety of projects, including:

  • Valuation models for mergers and acquisitions. These models help companies determine the fair value of a target company during M&A transactions.
  • Discounted cash flow (DCF) analyses. DCF models project future cash flows and discount them to present value.
  • Leveraged buyout (LBO) models for private equity firms. LBO models assess the potential returns of acquiring a company using significant debt financing.
  • Three-statement financial models for startups and small businesses. These comprehensive models link income statements, balance sheets, and cash flow statements to project financial performance.
  • Real estate investment and development models. These models evaluate potential returns and risks associated with real estate projects.
  • Scenario analysis and sensitivity testing. These models explore various what-if scenarios to prepare for different potential outcomes.
  • Financial statement forecasting and budgeting. These project future financial statements to aid in budgeting and financial planning.

Industries that commonly hire financial modeling consultants

Financial modeling consultants are in demand across various industries, including:

  • Investment banking and private equity
  • Real estate and property development
  • Technology and startups
  • Energy and utilities
  • Retail and consumer goods
  • Manufacturing and industrial services
  • Consulting firms specializing in financial services

Hiring cost

The cost of hiring a financial modeling consultant can vary widely based on experience level, project complexity, and industry specialization. You can typically expect to pay $25 to $65 an hour for a financial modeler on Upwork. 

Financial modeling consultant FAQ

We answer some frequently asked questions about financial modeling consultants

What’s the difference between a financial analyst and a financial modeling consultant?

While there is some overlap, financial modeling consultants typically specialize in creating complex, customized financial models for specific projects or decisions. Financial analysts often focus on ongoing financial analysis and reporting within a company. 

Financial modeling consultants are usually brought in for their expertise in building sophisticated models for valuation, forecasting, or strategic decision-making.

How long does it typically take to complete a financial modeling project?

The duration of a financial modeling project can vary depending on its complexity and scope. Simple models might be completed in a few days, while complex models for large transactions or strategic planning could take several weeks or months. 

Make sure to discuss timeline expectations with your consultant before starting the project.

What software do financial modeling consultants typically use?

While Microsoft Excel remains the primary tool for most financial modeling consultants, many also use specialized financial modeling software such as:

  • Oracle Crystal Ball
  • Power BI or Tableau
  • Alteryx

Discuss software requirements with potential consultants to make sure they have experience with the tools you prefer or need for your project.

Find the right financial modeling services

Upwork connects you with top financial modeling consultants who can create sophisticated models tailored to your business needs. Whether you’re planning for growth, considering an acquisition, or need help with financial forecasting, talented professionals are here to help. Sign up for Upwork and post a job today.

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