Hire the best Financial Modelers in Alberta

Check out Financial Modelers in Alberta with the skills you need for your next job.
  • $40 hourly
    Are you looking for a seasoned financial modeling and business valuation expert? If yes, then you have come to the right place. I am a Chartered Accountant (CPA) with Big 4 experience and over 7 years of industry experience in financial modeling and analysis. I am also among the top-ranking financial modeling freelancers on Upwork, with a Job Success Score of 100%. I am an Excel expert as well. I can help you with: 💡 Financial Modeling: I can create robust and dynamic financial models for business valuation, financial statements, projections, forecasting, and investor decks. I have built financial models for startups and established companies across various industries such as SaaS, eCommerce, hospitality, farming, health care, eLearning, real estate, fintech, beauty, mining, manufacturing, food, retail, IT, and others. Types of Financial Modeling I've built include: 💡 Financial Modeling for Startups (SaaS, e-commerce, web3, retail sectors). 💡 Sales Forecasting financial modeling for Inventory management. 💡 Budgeting financial modeling. 💡 Real-estate financial Modeling. 💡 3-statement (P&L, balance sheet, and cash flow) financial modeling. 💡 Equity waterfalls (GP/LP, promotes, splits) and debt structures (senior and mezzanine debt). 💡 Merger and LBO financial modeling. 📝 Business Plan and Investor Deck: I can create a comprehensive and customized business plan and investor deck for your startup or existing business. I can conduct market research, competitor analysis, SWOT analysis, and risk assessment. I can also craft a compelling executive summary, mission statement, value proposition, and marketing strategy for business plan and investor deck. 💰 Financial Analysis: I can analyze and present financial data using advanced Excel skills, such as Power Query, V-lookups, and pivot tables. I can also create Excel automation and dashboards to help you monitor and improve your business performance. 👨‍💼 Virtual CFO Services: I can provide you with strategic guidance and advice on how to achieve your financial goals and grow your business. I can also offer business intelligence reporting, outsourced finance department, and offshore accounting services. If you believe my skills are a good match for your project or need further information about my capabilities, please don't hesitate to contact me.
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    Business Proposal Writing
    Business Writing
    Investment Research
    Business Analysis
    Business Plan
    Startup Consulting
    Business Proposal
    Business Valuation
    Financial Analysis
    Financial Projection
    Microsoft Excel
  • $125 hourly
    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 - Expert Witness for a BC Supreme Court Trial - 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!
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    Growth Strategy
    Mergers & Acquisitions
    Financial Analysis
    Presentation Design
    Strategy
    Venture Capital
    Fundraising
    Startup Consulting
    Business Plan
    Investor Overview
    Investment Banking
    Management Consulting
    Venture Capital Consulting
    Presentations
  • $50 hourly
    I am a Financial Analyst backed by a CFA charter and an MBA in Accounting and Finance, currently managing an international bonds portfolio for a commercial bank. Being an expert in Financial Modelling and Excel Dashboard creation, my skills include: • Financial Forecasting and Modeling • Company Valuations • Data Visualization • Excel Interactive Charts, Graphs, and Dashboards • Financial Analysis • Pro Forma Statements • Excel VBA • Excel Dynamic Templates • Excel Templates
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    Investment Banking
    Cost Accounting
    SaaS
    Shareholder Relationship
    Company Valuation
    Investment Strategy
    Job Costing
    Financial Analysis
    Presentations
  • $60 hourly
    I am an IT professional with a background in financial analysis. I help identify business process improvements and needs, gather requirements, explore & test solutions, link technology to business problems, and implement solutions. I'm detail oriented, eager to learn and great at systems, data analysis, financial modelling, and end-to-end processes. My Business Tools Experience includes Maximo, SAP integrations, OpenInvoice, PowerBI, Visio, Jira, Zephyr Scale, Microsoft Teams, Smartsheet, Gensight, Cognos, Microsoft WPA/Viva Insights, Sharepoint, Confluence, Accumap, QByte, eExpenses
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    Business Analysis
    Zephyr
    Project Portfolio Management
    Microsoft Visio
    Microsoft Outlook
    Project Planning
    Technical Writing
    Business Presentation
    Financial Analysis & Valuation
    Testing
    Energy & Utilities
    Microsoft Word
    Jira
    Microsoft Excel
  • $165 hourly
    Hello. Are you launching a startup? Looking to propel your company's growth? With 25+ years in investment banking, venture capital, and startup finance, I've worked with hundreds of startups and early-stage companies. My toolkit? Developing powerful and effective financial models, pitch decks, business plans, and coaching. But it's not just about creating the right tools. It's about deploying them with precision. That’s where I can assist you even more. I will help you understand investors and the fundraising process, ensuring your venture is not just another pitch but one where investors stand up and take notice through a clear, concise, and defensible strategy. Spotting what investors crave and catching potential deal-breakers is my forte. Think of me as your fundraising strategist – understanding the investor psyche, anticipating their questions, and setting you apart. My journey spans co-founding a venture capital firm, leading an investment banking firm, and igniting the growth of hundreds of startup and early-stage companies across several different industries. I have lived the entrepreneur life, been the bridge between startups and capital giants, and navigated the intricate waters of private equity. What excites me? The spark of potential. The thrill of turning a vision into a funded reality and working side-by-side with founders like you, creating strategies that resonate and results that exceed expectations. Let's have a chat! Dive into your aspirations, challenges, and goals. Together, we can make your journey to growth and success unforgettable. Ready to elevate your company? Drop me a message. Let's talk. Cheers, Kim
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    Financial Projection
    Investor Overview
    Strategy
    Venture Capital Consulting
    Financial Writing
    Corporate Finance
    Business Plan
    Business Coaching
    Management Consulting
    Presentations
    Startup Consulting
  • $40 hourly
    o Project Management Professional (PMP) o Certified Energy Manager (CEM) o Certified Measurement and Verification Professional (CMVP) o HayStack SkySpark Developer and Consultant o Process-driven energy consultant with 10 years of experience in the energy efficiency and sustainability domain, managing decarbonization projects, conducting energy audits, energy and emissions analysis & consulting and supporting lean six sigma projects o Manufacturing experience in leading lean projects resulting in process optimization, enhanced business operations, and annual monetary savings Specialties: Sustainable Consulting, Energy assessment, eQuest Energy Modeling, Energy efficiency, Carbon Emissions, Business process improvement, Lean manufacturing, Advanced Excel, Python
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Analysis
    Microsoft Excel
    Data Science Consultation
    Sustainable Energy
    Mechanical Engineering
    Data Modeling
    eQUEST
    Process Improvement
    Project Management
    Energy Engineering
    Engineering Management
    Machine Learning
    Data Analysis
    Python
  • $300 hourly
    I am a CFA Charterholder and Professional Engineer with 10 years of experience. I specialize in investment analysis, portfolio management and capital markets. I provide following services to businesses and individuals: - Capital Investment Analysis - Market Research and Competitive Analysis - Business Optimization Analysis - Business Strategy and Development - Commercial Contract Negotiation Analysis/Support - Risk Management - Investment Portfolio Review and Optimization Consulting - Investment Analysis for any large investment decisions e.g. real estate, ownership in private businesses
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    Risk Management
    Business Analysis
    Contract Negotiation
    Economics
    Capital Markets
    Market Research
    Energy & Utilities
    Business Consulting
    Financial Planning
    Financial Analysis & Valuation
    Investment Strategy
    Investment Portfolio Review
    Investment Research
    Real Estate Investment Assistance
  • $150 hourly
    Conrad Ferrel is a seasoned financial expert and entrepreneur with over 20 years of experience in driving business growth and delivering financial excellence. Conrad founded and successfully scaled True Buch Kombucha, one of Canada’s largest kombucha manufacturers, leading it to over $10MM in revenue. As CEO, he managed operations, developed strategic partnerships, and ultimately orchestrated the company’s acquisition by a strategic buyer. Conrad's visionary leadership and commitment to operational excellence earned him recognition as one of Calgary’s Top 40 Under 40 and a finalist for EY Entrepreneur of the Year in 2019. Before his entrepreneurial journey, Conrad held leadership roles in finance, including as CFO of Continuum Health Care Holdings Ltd., where he led the sale of a seniors' living portfolio valued at over $125MM. Conrad also served as an Audit Manager at KPMG LLP, overseeing audit engagements for private enterprises across various industries. With deep expertise in financial strategy, capital management, and transaction leadership, Conrad now leverages his experience to provide contract CFO and financial consulting services, helping businesses achieve sustainable growth. Conrad obtained his Chartered Accountant designation in 2009 with KPMG LLP after receiving a B.Mgt. Degree in Accounting from the University of Lethbridge in 2003.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Report
    Financial Audit
    Financial Analysis
    Forecasting
    Financial Consulting
    CPA
    Strategic Planning
    Entrepreneurship
    Budget Planning
    Finance & Accounting
    Bookkeeping
    Management Consulting
    Accounting
    Business Coaching
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