Hire the best Financial Modelers in Canada

Name: Financial modelers
Brand: Upwork
Rating: 4.9 (179 reviews)

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Clients rate Financial modelers

4.9/5

based on 179 client reviews

$125 hourly
Michael D.
- 4.9/5
- (92 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 - 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!

Financial Modeling
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
$150 hourly
Felix C.
- 5.0/5
- (10 jobs)
Are you ready to put your company’s finances on auto-pilot and focus on scaling? I’m a fractional CFO with a proven track record of growing subscription-based and professional services companies. With deep expertise in financial strategy and operations, I help founders achieve financial clarity, stability, and scalability. 🌟 My clients trust me to deliver real, measurable results: ● "Felix guided us to a $15M raise, with rock-solid financials that left investors confident." ● "Thanks to Felix’s financial oversight, we’ve had our best year yet – all while keeping our finances on autopilot." ● "Felix is the financial backbone of our company, helping us scale sustainably and profitably." ⚡ I work with businesses that want: ● Effortless cash flow management and forecasting ● Investor-grade financials that secure funding fast ● Long-term scalability with financial systems that run themselves ● Expert CFO guidance tailored to subscription-based and professional services industries ● AI-driven tools that optimize cash flow management and financial forecasting ● Financial management for remote teams and global operations to ensure seamless scalability 🦄 Clients I work with: Founders and leadership teams in SaaS, Fintech, Edtech, and other subscription models Professional service firms focused on recurring revenue growth (I don’t work with eCommerce companies) By partnering with me, you will: ★ Remove the guesswork from cash flow management with seamless, automated financial processes ★ Prepare investor-ready financial models and forecasts that lead to raises of up to $15M ★ Focus on growth, knowing that your financial systems are built to scale with your business ★ Leverage AI and automation to streamline financial operations and maximize efficiency ★ Implement resilient strategies that withstand economic uncertainty and protect your business during market downturns Here’s what clients are saying: ✅ "We raised $10M thanks to Felix’s bulletproof financial forecasts." ✅ "With Felix managing our finances, we’re always ahead of the curve." ✅ "He’s been instrumental in helping us secure funding while maintaining a healthy cash flow." However, I’m selective about who I work with. I don’t partner with: ✗ Businesses without clear financial discipline or transparency ✗ Companies that aren’t subscription-based or in professional services ✗ E-commerce companies 🔢 Key Stats: ● Over $15M raised with my financial strategies ● 500+ financial plans and cash flow strategies built ● Deep expertise in SaaS, Fintech, Edtech, and Professional Services

Financial Modeling
Fundraising
Management Accounting
Financial Planning
Cash Flow Modeling
CPA
Cost Accounting
Financial Projection
Cash Flow Analysis
Financial Report
$50 hourly
Hussain Z.
- 5.0/5
- (33 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 |

Financial Modeling
Real Estate Investment Assistance
Real Estate Financial Modeling
Chartered Financial Analyst
Underwriting
Financial Projection
Financial Analysis
Microsoft Excel
$56 hourly
Abdoulaye K.
- 5.0/5
- (9 jobs)
As a seasoned professional with a passion for entrepreneurship and innovative technologies, my interests led me to a career in venture capital. I am driven by the desire to support and grow cutting-edge businesses and to stay ahead of the curve in the fast-paced world of technology. I have personally led dozens of investments in Start-ups and learnt best practices when it comes to building a financial model, a pitch deck and a strong Go-to-market strategy. Whether you are trying to raise money from VC, build a strong system to track KPIs, or build financial model (for internal or external purpose), I can help. Through my work: - I invested C$50M+ in Startups. - Built countless financial models many different types of business models (SaaS, HaaS, Service etc.) - Build many pitch deck presented to investment committees

Financial Modeling
Modeling
Go-to-Market Strategy
Venture Capital Consulting
Pitch Deck
$50 hourly
Thomas V.
- 5.0/5
- (5 jobs)
Hi! I'm a financial analyst with experience in financial modeling, forecasting, content writing, and financial presentations. I'm result-oriented, committed, enthusiastic and driven about my work. Whatever your needs are in the area of finance, let's chat. * Modeling Experience: 3 statement financial models, DCFs, Trading/Transaction Comps * Content Writing Experience: Research Reports, Blog Posts, PowerPoint presentations, Pitch Decks * Product Knowledge: Stocks, Bonds, Options, Derivatives, Crypto, Tech, Startups * 5 years of Banking & Capital Markets experience My finance expertise spans capital markets and the venture funding space.

Financial Modeling
Pitchbook
Finance & Accounting
Business Intelligence
Forecasting
Financial Projection
PPTX
Presentations
Financial Report
Microsoft Excel
Financial Analysis
Financial Writing
$40 hourly
Batul A.
- 5.0/5
- (19 jobs)
I am a certified CPA and ACCA member, along with holding a bachelor's degree from Oxford Brookes University, offering comprehensive services as a Cryptocurrency Tax Advisor. My expertise lies in the intricate world of cryptocurrency taxation, where I provide solutions to your digital asset tax issues. Services I Offer: As a professional Crypto Tax Adviser, my services encompass a broad range of areas within the crypto tax field. They include, but are not limited to, the following: ✅ Detailed advice on the tax implications of your cryptocurrency transactions. ✅ Preparation and filing of cryptocurrency taxes for individuals and businesses. ✅ Understanding and applying tax legislation specific to your location. ✅ Crypto tax planning to minimize tax liability. ✅ Audit representation related to crypto tax matters. Crypto Software Proficiency: I am proficient in various crypto tax software to make the crypto tax filing process more accurate, efficient, and hassle-free. Some of the crypto tax software I work with includes: ✅ CoinTracking.info ✅ TokenTax ✅ ZenLedger ✅ Koinly ✅ Cointracker Please reach out if you are looking for a reliable, knowledgeable, and proactive cryptocurrency tax professional who understands the unique challenges of this dynamic field. Looking forward to partnering with you on your cryptocurrency journey! Best regards, Batul

Financial Modeling
International Taxation
Intuit QuickBooks
US Taxation
Crypto Exchange Platform
Cryptocurrency
Crypto Wallet
Crypto Asset
Blockchain, NFT & Cryptocurrency
Wave Accounting
Financial Analysis
Accounting Tools Setup
Financial Accounting
Bookkeeping
Data Entry
$55 hourly
Kehinde A.
- 5.0/5
- (30 jobs)
Financial Accountant and Tax professional (Canadian tax advisor for individuals & businesses) I have thorough understanding of Ecommerce finance, financial reporting, financial modelling & Analysis and management accounting gained over the past decade I am a reliable, diligent, efficient and a versatile worker. A Chartered accountant (ACCA equivalent of CPA) My specialties are: Financial Modelling &Analysis Financial reporting Payroll Services Financial statements preparation Budgeting and cashflow management Strategic planning Canadian Tax filing (Individuals and Businesses) I am a responsible and capable individual who has demonstrated professionalism and enthusiasm in all previous roles I am confident and an excellent communicator. Proficient in SAP, Quickbooks, Xero, Microsoft packages and Power bi Ask me about anything finance!

Financial Modeling
Tax Planning & Advisory
Taxes
Intuit Proconnect Tax
Tax Strategy
Corporate Tax
Tax Return
Tax Preparation
Strategic Plan
Financial Analysis & Valuation
Financial Reporting
Management Accounting
Bookkeeping
Financial Variance Analysis
Financial Accounting
$175 hourly
David B.
- 5.0/5
- (26 jobs)
Background I spent years in private equity and have helped multiple high-growth startups scale their business, mainly through providing managerial and financial guidance/robustness. Pairing my finance background with early-stage operational experience enables me to provide clients with comprehensive guidance across various domains. Track Record To date, I have helped +20 companies, in aggregate worth +$100M, with fine-tuning their operations, raising capital, and developing/refining their financial infrastructure. I am always more than happy to have a conversation, so please don’t hesitate to reach out. Best, David

Financial Modeling
Real Estate Financial Model
Real Estate Financial Modeling
Financial Model
FinTech
FinTech Consulting
Finance
Finance & Accounting
Financial Consulting
Startup Company
Forecasting
Real Estate Acquisition
Startup Consulting
Microsoft Excel
Startup Pitchbook
Financial Analysis
$80 hourly
Joshua A.
- 5.0/5
- (29 jobs)
AltKey Solutions | Josh A. 🌟 "Leading a team of Excel powerhouses, I bring the pinnacle of financial acumen and unmatched Excel mastery directly to your projects." 🌟 Hello! I'm a seasoned Finance Professional with a rich background in high-stakes environments, including a senior role at a top tier Private Equity firm and as an Investment Banking Associate at a major bank. With a proven track record of excellence, I am in the elite top 1% of Excel users globally. What sets me apart: * Excel Mastery: Not only do I create advanced financial models, but I also design solutions that streamline processes, enhance analytics, and drive efficiency. From intricate formulas to dynamic reports, I transform complex data into actionable insights. * Financial Expertise: My extensive experience in private equity and investment banking allows me to offer expert services in personal finance, portfolio management, and financial analysis. I am adept at turning financial chaos into structured, profitable strategies. * Project Leadership: As the leader of a team of highly skilled Excel users, I've successfully managed projects that demand precision, innovation, and strategic acumen. My hands-on approach ensures that every project is executed with the highest standards of excellence and accuracy. * Client-Centric Approach: With numerous freelance projects under my belt, I understand the dynamics of remote work and client relations. My commitment is to deliver top-tier results, tailored to meet the unique needs and objectives of each client. Your success is my priority. * AI Integration Expertise: My proficiency doesn’t stop at Excel; I am adept at incorporating advanced AI technologies to supercharge financial models and data analysis. This unique skill set allows me to leverage machine learning algorithms and natural language processing to provide predictive insights, automate complex tasks, and optimize financial decision-making. By integrating AI with traditional financial tools, I deliver future-ready solutions that keep you ahead in a rapidly evolving digital landscape. With a substantial track record in finance, developed through pivotal roles at top-tier institutions, I am well-prepared to offer exceptional value and insights from day one on Upwork. My extensive experience, acquired off-platform, positions me uniquely to contribute to projects that demand nuanced skills and meticulous attention. I am enthusiastic about utilizing my expertise to support a broader range of clients and initiatives on this global platform. Hiring me means you're not just getting an Excel expert; you're getting a strategic partner who will go above and beyond to ensure your financial strategies are sound, efficient, and effective. Let’s connect and discuss how I can bring your project to the next level of excellence. Your financial success is just an Excel sheet away!

Financial Modeling
Investment Strategy
Real Estate Financial Modeling
Financial Consulting
Small Business Administration
Financial Presentation
Financial Accounting
Finance & Accounting
Microsoft PowerPoint
Excel Macros
Excel Formula
Finance
Real Estate
Financial Analysis
Microsoft Excel
$70 hourly
Jon P.
- 5.0/5
- (6 jobs)
🏅 Top Rated Freelancer with a 100% Job Success score 💡 Connecting Math, AI, and Quantum Tech to Create Solutions That Make a Difference 🔹 AI, Machine Learning, Deep Learning and Quantum Machine Learning for innovative solutions and predictive analytics 💻 🔹 Financial Modeling, Quantitative Finance and Optimization Modeling to drive trading and investment success 📈 🔹 Mathematical Optimization, Probability Theory, Cryptography and Statistics for precise, results-oriented analysis 🧮 I also offer Emerging Tech Consultation helping organizations harness AI, Quantum Computing and Machine Learning to drive innovation and achieve impactful results.

Financial Modeling
Cryptography
Optimization Modeling
Financial Trading
Probability Theory
Mathematics
Quantitative Finance
Mathematical Optimization
Deep Learning
Emerging Tech Consultation
Statistics
Research Papers
Quantum Computing
Artificial Intelligence
Machine Learning
$50 hourly
Sid S.
- 5.0/5
- (17 jobs)
I specialize in assisting Real Estate Development firms and Private Equity Funds with capital raising, modeling and deal analysis support. With six years of experience managing investments totalling $2 billion across multifamily, industrial, and hospitality asset classes, I bring valuable insights and results-oriented strategies to the table. Financial Modeling and Analysis: I excel in creating robust financial models to evaluate investment opportunities, assess risk, and forecast returns. My expertise lies in cash flow projections, sensitivity analysis, and scenario planning. Capital Raising Strategies: I have successfully raised capital for various projects. I understand the intricacies of structuring deals, identifying potential investors, and presenting compelling investment propositions. Market Research and Due Diligence: My ability to conduct thorough market research and due diligence sets me apart. I analyze market trends, property performance, and competitive landscapes to inform investment decisions. Deal Underwriting: I am adept at underwriting real estate deals, assessing risk factors, and determining optimal financing structures. My attention to detail ensures accurate financial assessments. Relationship Building: My interpersonal skills allow me to build strong relationships with investors, developers, and industry professionals. Maintaining investor confidence is second nature to me. Sector Expertise: My experience across multifamily, industrial, and hospitality asset classes gives me a holistic understanding of the real estate landscape. I adapt strategies based on specific property types and market dynamics.

Financial Modeling
Real Estate Financial Modeling
Real Estate Business Plan
Data Analytics
Capital Markets
Investment Strategy
Investment Research
Real Estate Investment Assistance
Financial Analysis & Valuation
Presentations
Microsoft Excel
Forecasting
Real Estate Financial Model
Real Estate Acquisition
$40 hourly
Mohammad H.
- 4.8/5
- (15 jobs)
🚀 Got an idea and need to bring it to life? I turn early concepts into real, working products. The goal is simple—save time, cut costs, and move forward with clarity and momentum. 🌟 How I Can Help You: 🔍 Product Ideation & Business Strategy: - Comprehensive market research to uncover clear opportunities. - Practical financial modeling and strategic roadmaps. - Actionable insights to solidify your market position and competitive edge. ⚙️ MVP Development & Technical Expertise: - Rapid MVP development using advanced AI technologies such as multi-agent systems, large language models (LLMs), and voice interfaces. - Efficient development via no-code/low-code platforms: Bubble, Cursor, Make, and n8n. - Custom development for mobile apps and web applications tailored precisely to user needs. ✔ Real-World Validation & Market Testing: - Identifying and engaging early adopters for rapid product validation. - Data-driven iteration using customer feedback and analytics. - Ensuring strong alignment with real market demands. 💼 Fundraising & Investor Preparation: - Clear and professional investor pitch decks that resonate with investors. - Precise financial forecasts and strategic presentations to confidently convey business potential. 💡 What I Can Build for You: - LangGraph-Based AI Agents – AI assistants, task managers, or workflow agents with custom UI - LLM-Powered Apps & Chatbots – AI chatbots with RAG memory, API tools, and context awareness for onboarding, support, or research - Custom MVPs (Mobile/Web) – From scratch to demo: iOS apps, web-based SaaS tools, dashboards. - AI-Powered Process Automation – Multi-agent coordination systems that streamline operations, boost speed, and reduce manual work. - Investor-Ready Materials – Strategic pitch decks, market research, business plan, and financial models. 📈 Results & Achievements: - 💰 Raised over $8M for startups. - ✅ Delivered 50+ projects from concept to launch. - 📊 Created 300+ investor-ready materials and strategic business plans. - 📉 Developed 500+ market research and business case. 🎯 Who I Work With: - Entrepreneurs seeking a partner with deep technical and business expertise. - Startups aiming for rapid, cost-effective launches. - Businesses seeking practical solutions and clear investor communication. 📚 Expertise: AI Development (Multi-Agent Systems, Chatbots, Voice Interfaces) | MVP Development (Web & Mobile App) | No-Code/Low-Code Solutions | Data Analytics | Machine Learning (ML) | Market Research | Financial Modeling | Investor Pitch Decks & Business Plans | Strategic Planning | Prompt Engineering 🔧 Technical Toolkit: Python • Multi-Agent Systems (LangChain/LangGraph/LLM/RAG) • API Integration • Telegram Bots/Slack UI Integration • Bubble • Make • n8n

Financial Modeling
Business Strategy
Product Offering
Management Consulting
Business Modeling
Fundraising
Business Plan
Pitch Deck
LangChain
Market Research
Prompt Engineering
AI Agent Development
Chatbot
Minimum Viable Product
$50 hourly
Aanisha B.
- 5.0/5
- (4 jobs)
Investments professional with 4+ years of work experience in Investment Banking, Consulting and Institutional Investments | Due Diligence Expert | Looking for opportunities in North America | Available to be on a retainer or on contract employment as well | On a sabbatical from professional work

Financial Modeling
Business Consulting
Investment Strategy
Investment Portfolio Review
Pitch Deck
Due Diligence
Discounted Cash Flow
Project Finance
Investment Research
$75 hourly
Mitchell W.
- 5.0/5
- (4 jobs)
I help businesses achieve their strategic goals and drive growth. With experience in mergers & acquisitions, I offer a comprehensive suite of services including financial analysis, modeling, valuation, projections, and negotiation. How I Can Help: Strategic Insight: Providing actionable insights that align with your business goals. Financial Analysis: Conducting detailed financial analysis to support decision-making. Financial Modeling: Developing robust financial models for planning and forecasting. Valuation: Performing thorough valuations to guide investment decisions. Projections & Forecasting: Creating detailed financial projections to support decision-making and secure funding. Negotiation Skills: Skilled in negotiating deals that maximize value and minimize risk. If you're seeking a finance and strategy partner who can provide expert guidance and support, let's connect and explore how I can contribute to your business' success.

Financial Modeling
Venture Capital
Microsoft Excel
Management Consulting
Financial Presentation
Private Equity
Financial Consulting
Business Consulting
Due Diligence
Acquisitions
Mergers & Acquisitions
Financial Projection
Financial Analysis & Valuation
Financial Analysis
$100 hourly
Junaid A.
- 5.0/5
- (41 jobs)
I am a designated Chartered Professional Accountant (CPA) and an experienced Financial Planning and Analysis Professional with total work experience of 15+ years. I have been doing financial reporting, financial planning and analysis, financial accounting, book keeping and financial consultancy for a long time. I am highly experienced in creating full set of financial statements including profit loss statement, statement of financial position, statement of cash flows, statement of retained earnings and notes to the financial statements. During my professional tenure, I have worked with big companies like PwC and Honda. I served in different capacity and roles in these companies and provided different kind of senior financial consulting services including Chief Financial Officer (CFO) services. I have been using Microsoft Excel for 15+ years by now and I consider myself an advanced MS Excel user. Being an Excel Expert I can play around with Excel spreadsheets, workbooks and turn them into beautiful dashboards like a wizard. I love integrating Excel with PowerPoint presentations and making awesome Pitch decks, for start-ups, as well as established businesses. I have worked with several start-ups for their start up evaluation and feasibility study. Financial modeling is my passion and there is a long list of financial models which I have created or worked on. Broadly speaking I have created models like Discounted Cash Flow (DCF) Model, Asset Based Valuation Model, Mergers & Acquisitions (M&A) Model, Leveraged Buyout (LBO) Model, Comparable Company Analysis (CCA) Model, Credit Rating Model, Initial Public Offering (IPO) Model, Option Pricing Model, Consolidation Model, Budget Model and Forecasting Model. My Financial Planning and Financial Analysis experience also includes preparation of lots of financial plans, business plans, financial feasibilities, templates and advanced Analytics. I have also prepared annual budgets, operations budgets, cash flow forecasts, cash flow projections and future plans like 5 year and 10 year plans. I am also a taxation expert and have been helping my clients in filing their Income Tax Returns, as well as Sales tax (HST/GST) Returns. I also love providing taxation consultancy so that businesses can explore and take advantage of different tax planning venues. A summary of my Skills is mentioned below: • Financial Planning and Financial Analysis • Preparation of Pitch Decks, including evaluation of start ups • Financial modeling and creation of dashboards • Budgeting, forecasts and valuations • MS Excel, including Data entry validation, Data manipulation, Conditional formatting, Advanced charting techniques, Pivot tables, Excel Dashboards, Excel VBA , Macros and Power Query • Data analytics and database management through VBA • Integration of MS Excel with Microsoft Power Point and Power BI Dashboards • Financial Reporting, including preparation of financial statements • Financial Accounting and Cost Accounting • Full cycle Accounting, including Monthly closing activities, Bank reconciliations General Ledger / Sub-ledger reconciliations, Payments and Account payable , Receipts and Accounts receivable • Liaison with internal / external auditors and tax consultants • International Financial Reporting standards (IFRS), Generally accepted accounting principles (US GAAP) (Canadian GAAP) , Accounting standards for private enterprises (ASPE) • Internal Controls assessments | Sarbanes-Oxley Act, SOX Compliance • Tax filing and Tax planning • SAP, Oracle, QuickBooks (QBO), Xero

Financial Modeling
CPA
Cost Accounting
Startup Consulting
Financial Planning
Financial Statement
Intuit QuickBooks
Microsoft Excel
Tax Return
Account Reconciliation
General Ledger
$32 hourly
Omila S.
- 5.0/5
- (14 jobs)
I am a chartered accountant (FCCA) with over 13 years of experience in accounting, auditing, financial reporting (internal, external, and statutory), forecasting/modeling, activity/project costing, ERP software setup, and managing projects at an accountancy firm, a construction company and a large commercial bank. Throughout my career, I have built a solid base of expertise in accounting principles/standards (IFRSs), internal controls, accounts payable, and data management. In addition, I consistently added extra value to my employers and clients through dashboards, automation and process redesign, which I enjoyed and rewarded myself. On financial projections and models, I have undertaken varied in complexity from simple SME business models to development/infrastructure projects to complex capital and liquidity projections of banks. Furthermore, I have extensive experience in the Microsoft Office package (Excel in particular with macro/VBA automation) as well as popular accounting packages such as QuickBooks and Xero. My career progress was complemented with projects of accounting setup, training, software implementation, and cost/financial modeling. They gave me the opportunity to work in project environments and work with a range of people around the globe. Examples span from cost modeling, auditing assignments, Temenos (ERP software for banks) implementation, Google G-Suite implementation, mergers of large commercial banks to government development projects. These projects enabled me to apply, enhance and prove my problem solving, multitasking, project management, and IT expertise and to deliver outstanding customer satisfaction, which led to the Service Excellence award (by a banking employer). Therefore, I am looking forward to an opportunity to serve you with my solid knowledge and experience; a combination of finance and IT skills; ability to learn fast; fit into diversity in tasks, people and culture; and superior customer focus. That said, I would be happy to schedule an introduction meeting with you to learn more about your project and to explain how I would approach your project. Thank you very much for your time.

Financial Modeling
Google Sheets
Asana
Xero
Communication Skills
Visual Basic
Personal Budgeting
Data Analysis
Financial Reporting
Intuit QuickBooks
Account Reconciliation
Microsoft Excel
$35 hourly
Sabawoon S.
- 5.0/5
- (7 jobs)
Education & Certifications: - Bachelor of Business Administration, Specialization in Accounting - Completed final exam for CPA Ontario Designation-CFE Overview: I am a result-driven accountant & tax consultant with a keen eye for detail, dedicated to delivering accurate financial statements and providing innovative accounting solutions to businesses. With a strong organizational and communication skill set, I have successfully worked across various industries, creating and maintaining accounting frameworks and financial models for clients. Services Offered: -Tax Filing Services (T1 and T2): I offer professional tax filing services for individuals (T1) and corporations (T2), ensuring accurate and timely submissions to meet Canadian tax regulations. - Accounting services such as inventory management, budgeting, custom reports, and financial statements -Bookkeeping services, including AR/AP, bank reconciliation, sales and expense tracking, and payroll -Comprehensive accounting framework and software setup - One-time consultations for financial guidance - Assisting business owners in understanding the financial impact of their decisions - Developing business models - Budgets and forecasts implementation Specialization in Industries: - Real Estate & Construction - Investment Management Organizations - Multi-trade Contractor Organizations - Small businesses Let's collaborate to enhance your financial success!

Financial Modeling
Wave Accounting
Yardi Software
Project Accounting
Accounts Receivable Management
Xero
Accounts Payable Management
Financial Accounting
Financial Report
Data Entry
Bank Reconciliation
Cash Flow Statement
Bookkeeping
Microsoft Excel
Balance Sheet
Intuit QuickBooks
$60 hourly
Evan D.
- 4.9/5
- (69 jobs)
I started my career working for a large accounting firm, performing client work across a multitude of industries. My skills and experience I picked up along the way has motivated me to branch out. I love helping small business with their accounting and finance projects and I look forward to working with you in the future! My specialties include financial accounting, taxation as well as project management. I am confident that my knowledge, experience and problem solving abilities will be worth the investment.

Financial Modeling
Tax Refund Submission
Corporate Tax
Certified Tax Preparer
Tax Return
Taxation
Xero
Management Accounting
Financial Accounting
Account Reconciliation
Intuit QuickBooks
Bank Reconciliation
Tax Preparation
$95 hourly
Kelin A.
- 4.8/5
- (117 jobs)
Helping Businesses Secure Funding & Achieve Growth Hi, I’m Kelin, a business plan and financial modelling expert specializing in investor-ready business plans, detailed financial models, and high-impact pitch decks. Over the past decade, I’ve helped startups and established businesses secure over $1.6 billion in funding, including SBA loans, private investments, and immigration-related approvals. How I Can Help - Investor-Ready Business Plans – Designed for lenders, investors, and strategic growth. - Financial Modelling & Projections – Precision-driven models that align with funding requirements. - Immigration Business Plans – IRCC & USCIS-compliant plans for startup and investor visas. - Tailored Funding Strategies – Positioning your business for success. I bring 10+ years of expertise across industries, helping businesses refine their strategies, attract investment, and navigate complex financial landscapes. Let’s turn your vision into a compelling, fundable roadmap for success. Ready to take your business to the next level? Let’s talk!

Financial Modeling
Pitchbook
Business Writing
Financial Planning
Business Valuation
Valuation
Business Consulting
Forecasting
Investment Preparation
Business Planning & Strategy
Pro Forma Statement
Financial Analysis
Financial Model
Elevator Pitch
Pitch Deck
Loan Approval
Immigration Business Plan
Business Plan
Business Plan Writing
$70 hourly
Bruce R.
- 5.0/5
- (32 jobs)
I have over 20 years experience as a business and financial consultant with a wide range of skills in bookkeeping, personal financial planning, tax, business start up and business planning, commercial mortgages, financial modelling, real estate investing, financial software design and development. I am a Certified Bookkeeper, and for over 15 years I have provided bookkeeping on a freelance basis for all types of small businesses such as restaurants, general contractors, self employed individuals/trades people, software companies, real estate companies, investment companies etc. I have also worked as a licensed commercial mortgage agent originating and underwriting loans for hotels, apartment buildings, office buildings, shopping centers and construction projects in the U.S., Canada and the Caribbean. In addition, I have written loan packages for presentation to lenders and created pitch decks and offering memorandums for raising capital from investors. I have also been involved in raising capital for development projects using syndicate mortgages and limited partnership structures. I have strong experience in financial modelling and analysis for real estate investments using MS Excel. I have created many financial proforma’s, discounted cash flow valuations, budgets, JV investor payouts and waterfalls along with the requisite graphs, financial ratios and statistics. Property types would include hotels, multi-family, retail, office self storage, and ground up construction projects. Lastly, for over thirteen years I was a licensed Investment Advisor and worked in the areas of financial planning, portfolio management and investing in stocks, bonds, ETF's and mutual funds. At the same time I also developed financial software programs for use by my industry peers. Please look at my Profile/Portfolio and education profile to learn more.

Financial Modeling
Personal Finance
Finance
Personal Finance & Wealth Management
Discounted Cash Flow
Forensic Accounting
Portfolio Management
Financial Planning
Financial Analysis
Financial Software
Real Estate Financial Modeling
Financial Projection
Microsoft Excel
Bookkeeping
Intuit QuickBooks
$25 hourly
Salman C.
- 5.0/5
- (13 jobs)
Welcome to my Upwork profile! Get ready to unlock the success of your business! 🏆 I am an ACA and Fractional CFO with more than 15 years of professional experience in Accounting Bookkeeping and Financial modeling, 7 of those years spent with PwC. My professional knowledge of accounting concepts ensures that financial records are current, accurate, and compliant. I am also knowledgeable in financial analysis and modeling, offering financial modeling and analysis to assist owners and executives in meeting their goals and making wise business decisions. ✅ I have served more than 300 businesses. As a full-time freelancer, I specialize in Accounting, bookkeeping, business feasibilities, financial projections, market research, financial modeling, and startup fundraising. 🔵 Here's what I can help with: - Predicting future finances and creating models to illustrate them - Accounting/ Bookkeeping - Preparing and analyzing financial statements - Assessing investment values using methods such as DCF and CCA - Conducting business performance analysis and cost assessment - Budget planning and cost control - Conducting extensive market research and analysis - Providing strategic guidance for growth and maximizing profitability in business planning - Business valuation projections - Operational and expenditure planning - Creating investor presentations 🔵 When I create models for you, they'll be: - Flexible, allowing for adjustments in revenue and expenditure assumptions - Based on thorough research - Capable of showing various potential outcomes and their business impacts - Well-designed with clear, easy-to-understand charts and graphs - Rigorously checked to ensure accuracy 🔵 I've developed models for businesses in these sectors: - Supply chain - Blockchain - Retail - Real estate - IT I excel at explaining complex financial concepts to diverse audiences, including clients, executives, and investors, thanks to my strong communication skills. 🔵 Bookkeeping and Accounting Expertise: ✅ Expert in maintaining accurate financial records and ensuring compliance with accounting standards ✅ Proficient in QuickBooks Online and other accounting software ✅ Efficient in managing accounts receivable and accounts payable ✅ Skilled in bank reconciliations and ledger management ✅ Strong attention to detail and organizational skills to manage financial data effectively ✅ Experienced in preparing monthly, quarterly, and annual financial reports ✅ Ability to streamline bookkeeping processes and improve financial accuracy 🔵 Specialized in Financial Management & CFO Services: ✅ 15+ years of experience in large organizations ✅ 300+ businesses served ✅ Information Memorandum for Businesses ✅ IFRS/Accounting Expert ✅ Business Projections & Financial Modeling Expert ✅ Development of Policies & Procedures ✅ Business Process Improvement and Profitability Optimization 🔵 Experienced CFO Offering Fractional CFO Services: ✅ Budgeting & Forecasting ✅ Business Planning ✅ Cashflow Management ✅ Investment Management ✅ Financial Insights, Reporting, and Dashboards ✅ Business Valuations Let's work together to achieve your business goals and ensure your financial success!

Financial Modeling
Tax Accounting
Financial Projection
Financial Analysis
Accounting Basics
Intuit QuickBooks
Payroll Accounting
Accounts Receivable
Business Plan
Bank Reconciliation
Accounts Payable
Finance & Accounting
Bookkeeping
$25 hourly
Neha Saroj G.
- 4.7/5
- (78 jobs)
I am a full time freelancer, write articles, blogs, research reports, and also take up administrative work. I have been in the financial space for over ten years now and have earned my MBA degree from Symbiosis Centre of Distance Learning in 2009. But, my passion for finance led me to pursue Chartered Financial Analyst (CFA) course from US University. I have successfully completed Level III of CFA. I have worked on financial reports, blogs, forex, cryptocurrencies, and hedge funds. Have frequently written on niche like personal finance, technology, breaking news, and entertainment can write on any niche. I am good at reading filings of hedge funds and companies. I am also good at wordpress, trello, jira and other work portals.

Financial Modeling
Financial Writing
Quantitative Finance
Project Finance
Article Writing
Article Spinning
Financial Presentation
Financial Model
Financial Analysis
Cryptocurrency
Blog Writing
Equity Research
Data Entry
SEO Keyword Research
SEO Writing
$78 hourly
Prach S.
- 5.0/5
- (27 jobs)
I'm a Consultant with MSc in Biotechnology from the University of Toronto. I specialize in business development and strategy, product life-cycle management, financial analysis and planning, market access, investor relations, and project management. Clients: Large hospital systems, academic institutions, big pharma, and startups. Skills: Academic writing, clinical trial management, health outcomes research, feasibility analysis, and financial modeling. I’m driven by innovation and hope to advance emerging products driven by novel technologies and designs. “The only way to do great work is to love what you do.” – Steve Jobs LinkedIn: goo.by/FntCDJ

Financial Modeling
Pitch Deck
Business Planning & Strategy
Business Intelligence
Copywriting
Market Research
Data Visualization
Statistical Analysis
Project Management
Marketing
Biochemistry
Scientific Writing
White Paper
Technical Writing
Biotechnology
$70 hourly
Ahmed E.
- 5.0/5
- (9 jobs)
Hello, I’m Ahmed, a seasoned financial consultant based in Toronto, Canada, with over 14 years of experience helping businesses in Canada, the USA, and the Middle East thrive. My passion lies in transforming financial challenges into opportunities for growth by providing tailored, results-driven solutions. What I Do: ======== I specialize in corporate finance, where I help businesses: - Raise Capital (Debt & Equity): Secure funding by negotiating with banks, investors, and financial institutions. - Prepare Comprehensive Financial Plans Develop business plans, financial models, and strategies that attract capital and drive business success. - Mentor Startups: Guide entrepreneurs from idea inception to actionable plans, helping them become investment-ready and scale their ventures. My Expertise: ========== With a background in private equity, venture capital, and senior roles at multinational banks, I bring a wealth of experience across: -Debt Structuring and Fundraising -Business Planning and Financial Modeling -Investment Advisory (Structuring, Valuations, and Due Diligence) -Portfolio Optimization and M&A Consulting -Startup Strategy and Mentorship Track Record of Success: ==================== -Raised millions of dollars for clients across diverse industries, including real estate, manufacturing, F&B, and technology. -Supported startups in securing seed and growth-stage funding by crafting investment-ready business plans. -Negotiated favorable terms with banks and investors, unlocking new growth opportunities for clients. -Helped clients optimize operations through financial analysis and management consulting, driving profitability and scalability. Why Work With Me? ============== -Global Reach: Extensive experience working with clients in Canada, the USA, and the Middle East, ensuring culturally and regionally relevant solutions. -Proven Expertise: A history of delivering results for startups, SMEs, and established corporations in raising funds and achieving financial transformation. -Comprehensive Services: From financial modeling to debt negotiations, I provide end-to-end support tailored to your business needs. -Startup Mentor: As a founder myself, I understand the unique challenges of building a business and provide actionable guidance to help you succeed. Let’s Work Together Whether you’re looking to raise capital, create a robust financial plan, or transform your business idea into a thriving venture, I’m here to help. Let’s collaborate to achieve your financial goals and unlock your business’s full potential. Contact me today to get started on your journey to success!

Financial Modeling
Financial Planning
Corporate Finance
Commercial Lending
Credit Repair
Financial Writing
Business Writing
Business Analysis
Financial Analysis
$60 hourly
Saad S.
- 5.0/5
- (190 jobs)
🚀 Results-Driven Data Analytics Professional | Transforming Data into Strategic Insights 📊 I am a passionate and results-oriented data professional with expertise in leveraging advanced analytics tools like Tableau, Alteryx, Power BI, Excel, and Looker Studio to turn complex data into clear, actionable insights. With a strong focus on data-driven decision-making, I specialize in helping organizations unlock the full potential of their data to drive growth, efficiency, and innovation. 💡 🔍 Key Skills & Expertise: 🔹Data Visualization: Crafting intuitive dashboards and reports that tell the story behind the numbers. 🔹Data Preparation & Transformation: Mastering tools like Alteryx and Excel to clean, process, and optimize datasets for analysis. 🔹Advanced Analytics: Extracting actionable insights and trends to inform business strategies and decisions. 🔹Cross-Industry Experience: Successfully applying data solutions in diverse sectors to solve unique business challenges. I thrive on challenges and am always looking for innovative ways to harness data for strategic advantage. If you're looking to unlock new insights and accelerate your data-driven success, let's connect and collaborate! 🚀🔗

Financial Modeling
Visualization
Alteryx, Inc.
Financial Reporting
Microsoft Power BI Data Visualization
Analytics
Financial Analysis
Data Modeling
Looker Studio
Microsoft Power BI
SQL
Tableau
Data Visualization
Data Analysis
Microsoft Excel
$80 hourly
Sergio Eduardo Nazareno D.
- 5.0/5
- (6 jobs)
⚡𝑼𝒏𝒍𝒐𝒄𝒌 𝒚𝒐𝒖𝒓 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔’𝒔 𝒑𝒐𝒕𝒆𝒏𝒕𝒊𝒂𝒍 𝒘𝒊𝒕𝒉 𝒎𝒚 𝑭𝒓𝒂𝒄𝒕𝒊𝒐𝒏𝒂𝒍 𝑪𝑭𝑶 𝒔𝒆𝒓𝒗𝒊𝒄𝒆𝒔.⚡ 👋𝐌𝐞𝐞𝐭 𝐒𝐞𝐫𝐠𝐢𝐨: A highly experienced Fractional CFO with 15 years of proven success driving financial performance and strategic growth across diverse industries. I specialize in Setting up and Optimizing Finance Departments, leveraging reinvestment strategies to transform businesses into multimillion-dollar enterprises. With tailored solutions for SaaS businesses, I will set up your accounting systems, track key performance indicators, and develop financial models to support your growth. My services ensure that your financial reporting is not only accurate and GAAP-compliant but also presented in a clear and actionable way, empowering you to make informed decisions for your business. 𝑰 𝒄𝒂𝒏 𝒉𝒆𝒍𝒑 𝒚𝒐𝒖 𝒊𝒏 𝒕𝒉𝒓𝒆𝒆 𝒌𝒆𝒚 𝒂𝒓𝒆𝒂𝒔: 𝟏. 𝐅𝐨𝐮𝐧𝐝𝐚𝐭𝐢𝐨𝐧: 𝐒𝐲𝐬𝐭𝐞𝐦 𝐒𝐞𝐭𝐮𝐩: I will set up your accounting systems, including 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 (𝐐𝐁𝐎) for bank and credit card integration, Gusto for payroll, bill.com for accounts payable, and 𝐑𝐞𝐜𝐞𝐢𝐩𝐭𝐁𝐚𝐧𝐤 for document management. I can also integrate tools like Expensify and TSheets. I will create customized processes for your 𝐒𝐚𝐚𝐒 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬, resulting in a GAAP-compliant monthly report that’s ready for your Board or CFO. 𝟐. 𝐂𝐨𝐧𝐭𝐫𝐨𝐥𝐥𝐞𝐫: 𝐊𝐏𝐈𝐬 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬: I will analyze trends and discuss key developments in regular meetings. I will provide important 𝐒𝐚𝐚𝐒 𝐊𝐏𝐈𝐬 such as 𝐌𝐑𝐑, 𝐀𝐑𝐑, and churn to give you insights into your business performance. 𝟑. 𝐂𝐅𝐎: 𝐅𝐨𝐫𝐰𝐚𝐫𝐝-𝐋𝐨𝐨𝐤𝐢𝐧𝐠 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐬 I will address specific challenges, such as: ▸Building financial models for fundraising (I've raised millions in the SaaS space) ▸Creating and tracking budgets, including sales targets and hiring budgets ▸Managing short-term cash flow for accounts payable and receivable. 𝐅𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐅𝐎 𝐚𝐧𝐝 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲: ⭐Financial Management and Reporting ⭐GAP Analysis and Cost Reduction ⭐Strategic Planning and 5-Year Plans ⭐Streamlining Operations and Processes ⭐Raising Capital and Financing 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐧𝐝 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬: 🏷Budgeting and Forecasting 🏷Financial Modeling and Analysis 🏷Investor Pitch Decks 🏷KPI Reporting Dashboards 🏷Budget Analysis 🏷Business Plan Pro-Forma 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐓𝐚𝐱, 𝐚𝐧𝐝 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠: ➡Fractional Controller Services ➡Month-End Close and Reporting ➡Full-Service Bookkeeping ➡Inventory Accounting and Fixed Assets ➡Internal and External Audits ➡Business Tax Preparation 💡 𝐌𝐲 𝐠𝐨𝐚𝐥 𝐢𝐬 𝐭𝐨 𝐛𝐞 𝐲𝐨𝐮𝐫 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐩𝐚𝐫𝐭𝐧𝐞𝐫, helping you optimize cash flow, manage investments, and navigate mergers with tailored solutions that drive long-term success. 💡 𝐈 𝐮𝐭𝐢𝐥𝐢𝐳𝐞 𝐚 𝐫𝐚𝐧𝐠𝐞 𝐨𝐟 𝐭𝐨𝐨𝐥𝐬 including Excel/VBA | R | MATLAB | Tableau | Bookkeeping and Power BI to efficiently manage financial processes and deliver actionable insights. 💡 𝐈 𝐰𝐢𝐥𝐥 𝐒𝐞𝐫𝐯𝐞 𝐲𝐨𝐮 𝐢𝐧: Fractional CFO | CFO | CFO Financial Analyst | Chief Financial Officer | Virtual CFO | Experienced start-up CFO | Fractional CFO support | Virtual CFO | Financial Modeler | Business & Financial Analyst | Financial Management | Financial Reporting | Financial Reporting | Financial modeling | Financial Modeling | CFO Financial Modeler | Financial Analysis and Modeling | Financial Plan | Business Management | Financial Report | Financial Analysis | Budgeting and Forecasting | Investment Management | Cash Flow Optimization | Risk Management | Mergers and Acquisitions Advisory | Budgeting & Cost Control | Financial Reporting & Analysis | Cash Flow Management | Compliance & Risk Mitigation | Business Process Investment & Capital Allocation | Tax Planning & Audit Support | Forecasting | Investment analysis | Investment Analyst | Investment Advisor | Investor Pitch Deck | Investment Writer | Investment Fund | Investment Consultant | Investment Coach | Investment Research | Real Estate Investment Analysis | Investment Pitch Deck | Investment Strategy | Budget Planning | Acquisitions | Cost Management | Financial Analysis & Valuation | Microsoft Excel | Finance | Valuation Expert | Visualization Expert | Accounting & Taxation | Financial Planning | Fundraising | Valuation | Financial Valuation | Financial model | Financial Modelling Expert | M&A Due Diligence | Business Valuation | Business Plans & Valuation Expert | Business Valuation and Forecasting | Excel Expert | Private Equity | Business Planning and Pitch Deck Expert | Account Management | Accounting | Company Valuation | Budget Proposal | Business Plan development | Startup Consulting | Financial Accounting | Financial Reporting | Management Consulting | Tax Preparation. Let’s connect and reshape your financial future together. Looking forward to meeting you. Thanks!

Financial Modeling
Finance & Accounting
Account Management
Certified Financial Planner
Financial Model
Financial Statement
Financial Reporting
Financial Management
Financial Analysis & Valuation
Management Accounting
Visual Basic for Applications
Financial Analysis
Accounting
Financial Report
Financial Accounting
$59 hourly
David Sunny L.
- 5.0/5
- (1 job)
• Evaluated and executed multiple direct real estate investments on multiple asset classes including hotel, office, retail and residential • Prepared financial models, investment proposals, investment memorandums and market research reports for listed companies • Selected experience: US$99 million hotel development project US$221 million residential and hotel development project US$324 million office and retail development project US$256 million renovation project for a luxury hotel

Financial Modeling
Microsoft Excel
Real Estate Acquisition
Real Estate Appraisal
Real Estate Financial Modeling
Financial Analysis & Valuation
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