Hire the best Financial Modelers in California

Name: Financial modelers
Brand: Upwork
Rating: 4.8 (301 reviews)

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Clients rate Financial modelers

4.8/5

based on 301 client reviews

$200 hourly
Jennifer L.
- 5.0/5
- (15 jobs)
I can do and have done nearly everything related to Corporate Finance and Strategy. This includes forecasting, budgeting, variance analysis, internal and external reporting, covenant compliance, Board and potential investor presentations, responding to due diligence requests, determining appropriate asset funding solutions, evaluating and approving benefits package options, and any other ad hoc needs. I am well experienced in, and able to lead or assist with, all aspects of M&A transactions, from basic modeling and due diligence to final negotiations and contract execution.

Financial Modeling
Financial Reporting
Financial Presentation
Chartered Financial Analyst
Financial Management
Due Diligence
Corporate Finance
Mergers & Acquisitions
Financial Analysis
$75 hourly
Lisa C.
- 4.9/5
- (32 jobs)
Hello, and welcome to my profile! With over two decades of experience in technical and business writing as a researcher, scientist, consultant, entrepreneurship advisor, and startup entrepreneur, I'm a clear, compelling communicator who can help you tell your story effectively and persuasively. In the realm of business writing, I deliver the following: • Full-service business plans, financial projections/modeling, and business model design • Pitch decks, market strategy, annual reports, white papers, and executive summaries • Crafting compelling narratives that resonate with investors, customers, and other stakeholders. • Subject matter expertise in entrepreneurship, fundraising, and social impact • The ability to "get smart fast" on any topic, which means I can quickly understand your industry, market, and audience When it comes to technical writing, I offer the following: • Writing and researching a variety of technical documents, including white papers, reports, grants, manuals, dissertations, academic journal articles, blog posts, websites, and more • Broad technical knowledge base and strong research skills • Can come up to speed quickly on any new subject. • Ability to translate technical concepts to non-technical audiences • Subject matter expertise in sustainability and the physical sciences • Providing keen analysis and data visualization skills to draw insight from data Whether you need technical or business writing, I'm here to help. I'm a self-motivated and collaborative writer who will provide structure and solid project management to ensure your project stays on track, on budget, and on time. My 100% job success rating and 5-star reviews on Upwork are a testament to my dedication to delivering exceptional work and exceeding client expectations. I look forward to hearing more about your project and discussing how I can support you in achieving your goals.

Financial Modeling
Pitch Deck
Case Studies
Executive Summary
Business Writing
Business Planning & Strategy
Article Writing
Proposal Writing
Scientific Writing
Technical Writing
Editing & Proofreading
Report Writing
Business Plan
White Paper
$195 hourly
Gregory L.
- 5.0/5
- (70 jobs)
Thirty-two (32) years of experience in commercial real estate, including retail, office, industrial, & multi-family properties. Skilled management consultant and broker. I routinely work as an Expert Witness in commercial real estate disputes and have experience testifying at trial. I teach commercial real estate courses as a part-time Course Facilitator in Cornell University's eCornell online certificate program. Expert in triple net (NNN) and other types of commercial real estate leases, audit of NNN expenses, asset management, lease abstraction, lease administration, leasing, corporate real estate,, disaster planning/response, development, due diligence, facilities management, construction project management, roof and pavement management programs, and management of real estate portfolios. I have an active account with CoStar with national coverage. Former Head of Property Management for a real estate investment trust (REIT) with 5,700 properties across the United States. Whether you are a Tenant or Landlord, I work with small business owners to global corporations and would welcome the opportunity to discuss your needs. FINE PRINT: Any guidance, advice, assistance, and/or information I provided should not be considered legal or tax advice and shall in no event create any agency relationship. I am a licensed Real Estate Broker in California (DRE# 01125276). I AM NOT AN ATTORNEY.

Financial Modeling
Contract Drafting
Commercial Lease
Business Writing
Property & Equipment Lease
Business Transformation
Management Consulting
Real Estate
Financial Analysis
Business Analysis
Business Coaching
Real Estate Investment Assistance
$115 hourly
Jonathan O.
- 5.0/5
- (39 jobs)
Seasoned real estate professional with over 10 years of experience in development and investing. Commercial Real Estate Pro Financial modeling, Marketing memorandums for CRE Experienced, Analytical Analyst/Real Estate Financial Modeler During my career, I have worked on various aspects of real estate, including underwriting, due diligence, contract negotiation, property identification, financing, and management. I have a diverse background in both commercial and residential real estate and have successfully completed over $200 million in development and acquisition projects across the United States. My expertise in the industry enables me to deliver exceptional results, and I am passionate about creating value for clients through innovative real estate solutions. My most recent projects have been the successful acquisition of $20million of Commercial Real Estate Assets in Texas, Nevada and Illinois. My responsibilities were to spearhead the search, financial analysis and due diligence for each property. I was a integral person leading the team for the investor in hiring all 3rd parties involved with the Real Estate Transaction.

Financial Modeling
Investment Strategy
Construction
Underwriting
Real Estate Investment Assistance
Financial Analysis
Due Diligence
Contract Negotiation
Real Estate
$120 hourly
Bryan J.
- 5.0/5
- (54 jobs)
Hello There, I am a freelancer with over 10 years of finance and accounting experience. I have served as CFO for several clients and have worked in private equity. I am a CFA charterholder based in Los Angeles. I can pick up tasks quickly and would love to work with you and your team. I have worked on projects involving the following: - Fractional CFO - M&A - Financial Modeling - Budgeting/Forecasting - Valuation - Real Estate Modeling - Research - VBA Automation Please let me know if you have any questions. Thank you! Thanks!

Financial Modeling
Visual Basic for Applications
Financial Analysis
Chartered Financial Analyst
Valuation
Corporate Finance
Pitchbook
Pro Forma Statement
Python
Investment Research
Data Analysis
Finance & Accounting
Intuit QuickBooks
$150 hourly
Vera P.
- 5.0/5
- (10 jobs)
Numbers tell a story - I make sure it’s one that drives growth, secures funding, and keeps businesses on track. With over 17 years of experience in corporate finance, I’ve helped startups and mid-market companies scale, navigate complex financial challenges, and make strategic decisions with confidence. Whether it’s financial modeling, cash flow forecasting, investor relations, or M&A support, I bring clarity to financials and turn them into actionable insights. 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐈 𝐎𝐟𝐟𝐞𝐫: 𝐂𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 & 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠: 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘔𝘰𝘥𝘦𝘭𝘪𝘯𝘨 & 𝘍𝘰𝘳𝘦𝘤𝘢𝘴𝘵𝘪𝘯𝘨: Custom financial models to guide business growth and financial stability. 𝘉𝘶𝘥𝘨𝘦𝘵𝘪𝘯𝘨 & 𝘊𝘢𝘴𝘩 𝘍𝘭𝘰𝘸 𝘗𝘭𝘢𝘯𝘯𝘪𝘯𝘨: Strategic planning to optimize cash flow and ensure long-term success. 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘗𝘭𝘢𝘯𝘴 & 𝘗𝘪𝘵𝘤𝘩-𝘋𝘦𝘤𝘬 𝘗𝘳𝘦𝘱𝘢𝘳𝘢𝘵𝘪𝘰𝘯: Crafting investor-ready business plans and presentations that capture attention. 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘦 𝘍𝘪𝘯𝘢𝘯𝘤𝘦 𝘚𝘵𝘳𝘢𝘵𝘦𝘨𝘺: Strategic coaching on profitability, growth, and financial management. 𝐈𝐧𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐓𝐚𝐱 & 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬: 𝘐𝘯𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘛𝘢𝘹 𝘗𝘭𝘢𝘯𝘯𝘪𝘯𝘨: Tailored strategies for minimizing taxes and maximizing opportunities in international markets. 𝘊𝘰𝘮𝘱𝘢𝘯𝘺 𝘙𝘦𝘨𝘪𝘴𝘵𝘳𝘢𝘵𝘪𝘰𝘯:Expert assistance in setting up and structuring businesses across borders. 𝘐𝘯𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘉𝘢𝘯𝘬𝘪𝘯𝘨: Guidance on establishing and managing international bank accounts and transactions. 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐂𝐨𝐚𝐜𝐡𝐢𝐧𝐠: 𝘉𝘶𝘥𝘨𝘦𝘵𝘪𝘯𝘨 𝘊𝘰𝘢𝘤𝘩𝘪𝘯𝘨: Personalized strategies for managing your finances effectively and reaching your goals. 𝘞𝘦𝘢𝘭𝘵𝘩 𝘗𝘭𝘢𝘯𝘯𝘪𝘯𝘨: Crafting clear plans to build and grow your personal wealth. 𝘙𝘦𝘭𝘢𝘵𝘪𝘰𝘯𝘴𝘩𝘪𝘱 𝘸𝘪𝘵𝘩 𝘔𝘰𝘯𝘦𝘺: Addressing the emotional and psychological aspects of your financial habits to create lasting change. 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐈 𝐒𝐞𝐫𝐯𝐞: • Individuals seeking to improve personal financial clarity and wealth planning • Tech Startups, Consumer Products, Fashion, Manufacturing, and more • Entrepreneurs & Business Owners looking to scale or expand internationally • Corporate Executives requiring financial strategy for growth or cross-border operations 𝐖𝐡𝐲 𝐖𝐨𝐫𝐤 𝐰𝐢𝐭𝐡 𝐌𝐞? I take a holistic approach to finance, addressing both personal and business needs. Whether you’re an individual striving for financial independence or a business navigating international growth, I provide strategic, actionable solutions backed by global expertise across the US, Europe, and the Middle East. 𝐂𝐨𝐦𝐦𝐢𝐭𝐦𝐞𝐧𝐭 𝐭𝐨 𝐘𝐨𝐮𝐫 𝐒𝐮𝐜𝐜𝐞𝐬𝐬: My commitment doesn’t end with project delivery. I offer follow-up consultations and minor adjustments to ensure you’re completely prepared for your next step, whether that’s securing investors or achieving personal financial goals. 𝐓𝐨𝐨𝐥𝐬 & 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 𝐈 𝐋𝐞𝐯𝐞𝐫𝐚𝐠𝐞: Personal Finance Tools: Excel, Google Sheets, Wave, Xero, QuickBooks Project Management: Trello, Monday, Jira, Asana Corporate Finance & Strategy: Financial modeling, budgeting, cash flow planning, business plans International Business: Tax planning, company registration, international banking 𝐋𝐞𝐭’𝐬 𝐁𝐮𝐢𝐥𝐝 𝐘𝐨𝐮𝐫 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐅𝐮𝐭𝐮𝐫𝐞 𝐓𝐨𝐠𝐞𝐭𝐡𝐞𝐫: As a Holistic Finance Expert, I bring a full-spectrum approach to both personal finance and corporate strategy. From financial coaching to international tax and business services, I’m here to help you succeed on every level. Let’s work together to achieve financial clarity and growth.

Financial Modeling
Personal Development
Personal Budgeting
Personal Finance
Financial Plan
Elevator Pitch
Pitchbook
Pitch Deck
Life Coaching
Coaching
International Taxation
Budget Management
Financial Planning
Business Plan
$200 hourly
Jake L.
- 5.0/5
- (75 jobs)
Laser-focused on commercial real estate financial modeling, including developments, acquisitions, portfolios, opportunity zone projects, distressed debt, proformas, waterfalls, etc. My models are institutional-quality, and create a powerful impression on equity investors. Highlights: - Modeled billions of dollars worth of real estate at financial institutions - Microsoft Certified “Excel Expert” - Master’s degree in real estate development - Chartered Alternative Investment Analyst As a well-known real estate modeler, I maintain over 12,000 followers on LinkedIn, and have authored numerous articles on real estate finance for publications like American Banker, National Real Estate Investor, and California Real Estate Journal. I have deep experience with all real estate product types, including multifamily, office, industrial, retail, mixed-use, condo, SFR, manufactured home communities, land, self-storage, and all forms of hospitality (resort, hotel, motel, membership clubs, etc.). If you need a pro forma, waterfall, or any other real estate model, let’s chat.

Financial Modeling
Equity Research
Real Estate Investment Assistance
Cash Flow Analysis
Fundraising
Acquisitions
Capital Markets
Real Estate
Real Estate Financial Modeling
Microsoft Excel
Financial Analysis
Pro Forma Statement
$74 hourly
Avi T.
- 4.9/5
- (175 jobs)
Pitch decks? You got it. One pitch deck I created secured $20M for an insurance startup, another generated $29M for a food startup. I have lots of consulting experience so I promise you some beautiful decks Excel and Google Sheets help? You got it, I created my first model 22 years ago and have since created hundreds of others. Business planning? Sure thing, I'll do your market research and I'll find stuff that nobody else can anywhere on the web, or through other, more... direct, methods. I will then craft a beautiful, visual, sound business plan with real feasible financials. How about Project Management? Well, I managed some Multi-million dollar projects in F500 companies (and startups), I am a certified Scrum Master, an MBA and I know processes creation and visualization in and out. If any of this resonates with you, let's talk.

Financial Modeling
Financial Plan
Pitch Deck
Analytics
Six Sigma
Presentations
SQL
Analytical Presentation
Microsoft Excel
Operational Plan
Business Planning & Strategy
Strategic Planning
Business Plan
Project Management
Business Operations
$130 hourly
Gabe B.
- 5.0/5
- (7 jobs)
Hey there! I'm a 3x startup founder, raised Venture Capital, invested in 10+ startups as an Angel Investor, created an angel investment group that has raised $$ from 70+ angel investors and hold an MBA from University of Southern California. I've personally pitched projects to win over $25mm in business across 10+ years of Business Development experience. I specialize in helping startups create winning pitch decks that attract investors and customers. My services include: - Pitch deck investor grade feedback & coaching - Storytelling and messaging - Framework & design - Competitive analysis and market research - Financial projections and modeling - Pitch delivery coaching and practice - VC outreach strategy Whether you're a first-time founder or a seasoned entrepreneur looking to raise your next round of funding, I can help you create a pitch deck that tells your story, showcases your product or service, and highlights your team's strengths. I can also provide feedback on your pitch delivery and help you prepare for investor meetings and demo days. Let me leverage my startup experience, hundreds of hours reviewing thousands of pitch decks and an overpriced MBA from USC to help you with your startup! I work closely with my clients to understand their business & fundraising goals, so I can tailor my services to their specific needs. My approach is collaborative and iterative, and I always aim to exceed my clients' expectations. If you're ready to take your startup to the next level, let's connect and discuss how I can help you create or refine a compelling pitch deck that gets you $$$.. BONUS: ***Since I’m new to Upwork, my rates are currently 30% off for my first (5) clients*** (I’ve worked with dozens of startups before, just not on Upwork)

Financial Modeling
Lean Startup
Business Strategy
Business
Business Development
Pitch Deck
Fundraising
Startup Consulting
Presentation Design
Leadership Skills
Investment Research
Sales
Entrepreneurship
Market Research
Presentations
$95 hourly
Austin L.
- 5.0/5
- (5 jobs)
Freelance financial consultant, MBA graduate, and CFA Charterholder with 10+ years of experience working in financial services. Excel and financial modeling expert with high attention to detail and excellent communication skills.

Financial Modeling
Chartered Financial Analyst
Financial Consulting
Investment Strategy
Investment Research
Financial Analysis & Valuation
Financial Analysis
Microsoft Excel
$56 hourly
Jeff A.
- 5.0/5
- (12 jobs)
Provide services in the way of: financial modeling, accounting/bookkeeping, and budgeting/forecasting. Over 25 years of experience in finance/accounting/banking. This includes 2 years of real estate/land development valuation, 2 years of mergers & acquisition valuation, and over 10 years of cash flow forecasting and management. Previous industries include: banking, software development, real estate, global logistics, and executive search.

Financial Modeling
Financial Accounting
Microsoft Excel
Financial Analysis
$150 hourly
Stephen C.
- 5.0/5
- (154 jobs)
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

Financial Modeling
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
$125 hourly
Ivan K.
- 5.0/5
- (25 jobs)
I am a Certified Public Accountant (CPA) licensed by the California State Board. I am experienced with all aspects of financial reporting, tax and audit, US GAAP reporting, federal contracts cost accounting and reporting. I have over 18 years of experience at public and private companies, including high growth FinTech, Software, HealthTech, BioTech/Pharma, where I had various hands-on and manager level roles. I am authorized to practice before the IRS and state tax agencies. I can prepare and e-file your returns or resolve any notices and problems. I specialize in the new CARES Act relief, the ERC Employee Retention Tax Credit / ERTC / claims to the IRS for businesses which suffered due to the pandemic downturn. I am experienced tax professionals, who is dedicated to providing my clients with the most up-to-date and accurate tax advice. I understand the complexities of the tax code and the importance of minimizing tax liabilities while ensuring compliance with all applicable laws and regulations. My goal is to provide my clients with the peace of mind that comes from knowing that their taxes are in good hands. The services I am offering include the following: -Tax planning: I will work with you to develop a tax plan that takes into account the company's unique circumstances and goals. This plan will help minimize the company's tax liabilities while ensuring compliance with all applicable laws and regulations. -Tax preparation: I will prepare all necessary federal, state, and local tax returns for my client. I will ensure that all returns are filed accurately and on time to avoid any penalties or interest charges. -Tax representation: If you are audited or receive a tax notice, I will represent the company in all dealings with the tax authorities. I will handle all negotiations and communications with the tax authorities on the company's behalf, ensuring that the best outcome is achieved for the company.

Financial Modeling
Xero
Sage Intacct
International Financial Reporting Standards
Bookkeeping
CPA
Certified Tax Preparer
Financial Reporting
GAAP
SAP
Financial Audit
Payroll Accounting
Intuit QuickBooks
$75 hourly
F. Richard M.
- 4.6/5
- (76 jobs)
I’m a professional trader with 20+ years of trading experience. My credentials include multiple BA Degrees in Economics and International Relations, completion of an intensive trainings program with a highly reputable Wall Street firm, and three NASD (now FINRA) licenses including a Series 7, Series 63, and a Series 55 Equity Trader License. I have extensive knowledge in all facets of trading financial markets, and an in-depth understanding of Technical and Fundamental analysis of markets, including the forex market, stock market, futures, and cryptocurrencies. My work experience includes market-making, proprietary trading, private equity placement, and trading system development including programming, testing, and execution.

Financial Modeling
Equity Research
Financial Writing
TradeStation
Technical Analysis
Financial Analysis
MetaTrader 4
Forex Trading
$220 hourly
Aleksandr M.
- 5.0/5
- (61 jobs)
Experienced tax expert with 7+ years of experience in US tax preparation, tax strategy, tax optimization. I've experience of working for big multi-million corporations as well as well as solving complex tax issues of individual taxation. During my working experience I've also represented my clients before the IRS for audits and other taxation issues. As an IRS Enrolled Agent I have unlimited representation rights similar to attorneys and CPAs. This means I'm unrestricted as to which taxpayers I can represent, what types of tax matters I can handle, and which IRS offices I can represent clients before. Besides the US taxation, I've also worked as a CFO for a big hospitality chain. During that period I've developed together with my team an entire financial ecosystem including all the processes and workflows. I'll be happy to help you with any complex issue you may have.

Financial Modeling
IRS Income Tax Audits
IRS Resolution
Financial Analysis
International Taxation
Tax Preparation
Tax Law
$125 hourly
Sung L.
- 5.0/5
- (2 jobs)
Strategy consulting scale up operations business strategy commercial operations revenue operations program management

Financial Modeling
Presentation Design
Operational Plan
Startup Consulting
Project Management
Change Management
Business Analysis
Organizational Design & Effectiveness
Strategic Plan
$100 hourly
Wesley K.
- 5.0/5
- (4 jobs)
Hi there! I am a financial analyst for small businesses with 6+ years of combined experience in finance and accounting at Citi and recently-IPO'ed tech startup, Vroom. I am a freelancer who enjoys working with small to mid-sized businesses and help with their financial modeling, P+L/cash flow management, financial budgeting and forecasting, and accounting. I have also founded a CPG e-commerce business, so I understand the in's and out's of small business finance and accounting. With first-hand experience, I can help with bookkeeping, inventory management, and payroll. I can conduct cost-benefit analyses, return on investment (ROI), financial modeling/planning, data clean-up/optimization, and general business consulting using dynamic Excel models. With a business mindset, I can create models and generate financial reports that paint an overall picture of your business health. I am open to roles as ongoing retainers, as an integrated CFO, or on a project basis like bookkeeping! I'm passionate about being a team member that brings value to busy entrepreneurs and their businesses. I have 6+ years of experience in finance, e-commerce, accounting, startups, marketing analytics and have worked with clients in consumer product goods, tech, retail, fashion, and more. My services include: - Excel Modeling & Data Entry - Finance and Data Reporting - Financial Analysis - Financial Projections - Profit and Loss Management - Budgeting - Marketing Analysis - Bookkeeping (Quickbooks) - Business: LLCs, Corps, Contractors

Financial Modeling
Forecasting
Financial Planning
Business Modeling
QuickBooks Online
Financial Analysis
VLOOKUP
Financial Projection
Microsoft Excel
Intuit QuickBooks
$175 hourly
Jerry B.
- 5.0/5
- (51 jobs)
Expert in building financial models, investor slidedecks, dashboards. Fractional CFO: -Budgeting and forecasting, - Financial performance review, - Pricing and compensation input, - Dashboards and metrics, - Customer sales data analysis, - Payroll, recruitment and supervision of bookkeeping personnel for a mix of funded early stage seed and Series A growth companies in: B2C App and B2B SaaS Artificial Intelligence, Sports Apparel, Fitness App, Web Design and UX Agencies and Tech Staffing Agency. Over 30 years experience in Finance including: Public Accounting, Mergers & Acquisitions, Pubic Equity Markets (Sellside Equity Research Analyst, Hedge Buyside Analyst). As an M&A Director at SG Cowen/Société Générale, supervised the execution of over $10bn in M&A transactions for clients including Vivendi, Warner Bros., Telecom Italia, Pathe and the French State. Received my CPA while employed with Price Waterhouse in New York and London. TECHNICAL SKILLS - Technical Writing - Forecasting, Budgeting and Cash Flow Management - Growth Strategy & Market Fit Development - Custom Dashboard Creation - Business Process Design - KPI (Key Performance Indicators) and Metrics Tracking - Capital Raising - Fluent French (Written, Spoken), 18 years in France.

Financial Modeling
Financial Writing
Budget Management
$50 hourly
Gabriel A H.
- 5.0/5
- (32 jobs)
ARE YOU READY TO UNLOCK YOUR BUSINESS'S TRUE FINANCIAL POTENTIAL? With 13+ years of hands-on experience, I specialize in helping fast-growing companies in SaaS, e-commerce, crypto, and real estate optimize their financial systems for maximum profitability. Here’s the deal: I guarantee to find at least 3 WAYS TO BOOST YOUR PROFITABILITY WITHIN 30 DAYS. I’m offering a FREE 30-MINUTE financial review where we’ll dive deep into your financial processes, uncover areas for quick wins, and provide a clear 3-month action plan that accelerates growth. No fluff. No catch. Just actionable insights to drive your business forward. Interested? Message me now to schedule your free review! --- IS YOUR FINANCIAL STRATEGY HOLDING YOU BACK? If you're struggling with inefficient accounting, inaccurate data, or a lack of strategic insights, you're not alone. Navigating complex financial landscapes without a clear, data-driven strategy can feel like you're spinning your wheels. But here’s the thing—effective financial management can transform your business. Top companies use robust financial tools and strategies to make informed decisions and scale rapidly. And you can too. That’s where I come in. --- ABOUT ME: With over 13+ years of experience in SaaS, ecommerce, crypto, and real estate, I have a proven track record of transforming financial operations and driving rapid growth for high-performing companies. I’ve worked in CFO, Accounting Manager, and Senior Platform Operations Accountant roles at major companies like Coinbase, where I managed large-scale projects and multi-million dollar portfolios. I specialize in financial modeling, forecasting, and providing strategic guidance to ensure your business scales with efficient financial systems. --- I WORK WITH: ➜ SaaS Companies: Automating processes, improving revenue recognition, and developing data-driven strategies for scalable growth. ➜ Ecommerce Businesses: Streamlining inventory, improving cash flow, and providing actionable insights that drive profitability. ➜ Crypto & Blockchain Firms: Navigating the complexities of crypto finance and ensuring compliance in a highly regulated space. ➜ Real Estate Companies: Optimizing property budgets and cash flow management for sustainable growth. --- WHAT I BRING TO THE TABLE: ✓ Financial Modeling & Analysis: Build robust, data-driven models for forecasting, projections, and budgeting. ✓ Strategic CFO-Level Insights: Offering high-level guidance to enhance decision-making and drive business growth. ✓ Audits & Compliance: Ensuring your financial systems meet industry standards and best practices. ✓ Cost Accounting & Budgeting: Identifying areas for cost-saving without sacrificing growth potential. ✓ Real-Time Data Tools: Using QuickBooks, NetSuite, Power BI, Tableau, and other cutting-edge tools to analyze and visualize your financial data. --- RECENT CLIENT WINS: ✔️ $30.5M raised in venture funding and debt financing ✔️ 75% YoY revenue growth for an e-commerce client ✔️ Facilitated a $5M division sale through a Special Purchase Agreement ✔️ Managed PPP loan forgiveness for $500K ✔️ Navigated complex IRS and third-party audits --- WHAT MAKES ME DIFFERENT? ➜ 13+ years of experience working with top companies in SaaS, ecommerce, crypto, and real estate. ➜ Proven track record of transforming financial systems and delivering significant ROI through cost-saving and growth-driving strategies. ➜ Hands-on experience in high-level roles like CFO and Accounting Manager at Coinbase, where I managed large-scale projects and multi-million dollar portfolios. ➜ Entrepreneurial spirit as the Founder/CEO of my own consulting firm, helping businesses uncover financial opportunities and optimize strategies. --- MY 4-STEP PROCESS TO SUCCESS: ① Audit: Review your current financials, processes, and systems to pinpoint gaps and opportunities for improvement. ② Plan: Develop a clear, actionable roadmap with quick wins and long-term growth strategies. ③ Implement: Execute the plan, automate processes, upgrade systems, and set up custom dashboards for real-time visibility. ④ Optimize: Continuously monitor and fine-tune your financials, offering ongoing strategic guidance to ensure you hit your goals. --- READY TO GET STARTED? Book your FREE 30-minute financial review today! Let’s discuss your challenges, identify opportunities for immediate profitability, and explore how I can help your business scale. No obligation, no cost—just valuable insights to drive your financial success. But hurry—MY CALENDAR FILLS UP FAST, and I can only take on a few new clients each month. So, don’t miss out on your chance to unlock your business’s financial potential! Ready to accelerate growth? LET'S TALK! I look forward to helping you scale your business. — Gabriel H.

Financial Modeling
Financial Analysis
Financial Report
Certified Tax Preparer
Business Plan
Xero
Cost Accounting
Financial Planning
Fund Accounting
Account Management
Financial Accounting
Account Reconciliation
International Accounting Standards
Bookkeeping
Oracle NetSuite
$225 hourly
Albert R.
- 5.0/5
- (2 jobs)
SUMMARY: Big Four Trained Accounting Leader > Oracle and NetSuite ERP Expert > On Demand CFO & Controller Services. Specialize in start-ups, PE acquisition scenarios (carve outs and transition agreement compliance), Special Projects, Augment staffing needs > ERP Implementation Management, specialize in NetSuite (expertise in design of new ERP structures such as COA, Vendor and Customer Master, Item Set ups, Order to Cash and Procure to Pay Flows) > Experience managing post PE Acquisition accounting and reporting for companies of all sized Sample Projects: PE Projects: system transitions from SAP and QuickBooks onto various platforms (NetSuite, SAP, Oracle Cloud). Set up complex client organizational structures across multiple countries and currencies to meet client transactional and reporting needs; Controller for companies immediately post-acquisition; manage carve outs, work within confines of transition agreements, reporting to PE company during transition phase Public Company Controller and Head of Finance for various organizations NetSuite Implementations Expert and Solution Architect: client point of contact to design system financial structures and represent client accounting team to ensure deadlines are met and liaise with NetSuite Implementation partners 10 Plus Years in ERP Systems with NetSuite and Oracle ERP Cloud (Fusion) Designed and implemented monthly process to calculate and reclass revenue in accordance with ASC606 for high growth SAAS, Softbank funded company Full CFO services for companies in warehouse services business (Rent, Sell and Service Warehouse Equipment across multiple states) Represented client finance teams in NetSuite Implementations with successful on time go lives and transition from parent company ERP systems to transacting and reporting on NetSuite Systems (Sample company: On Premise and Recurring Licenses; PS and Training; with 20 Subs across EMEA, America's and APAC - met all transition goals) Represent companies during all stages of audits (from finance audits through to sales tax audits) Sales consulting services for various NetSuite and Oracle Implementation Partners Perform business process "readiness analysis" and review for proposed new product launch for fortune 500 company 15 Plus Years in senior finance roles: EY Trained, Public Company Controller, Lead Finance Team for multiple companies, Specialize in SAAS and cloud industries, Real Estate Management and CPG Industry

Financial Modeling
Startup Consulting
SaaS
Private Equity
Inventory Management
Business Consulting
SEC Reporting
Strategic Plan
Revenue Management
Enterprise Resource Planning
Oracle NetSuite
Financial Audit
Month-End Close Assistance
GAAP
$70 hourly
Andrew B.
- 5.0/5
- (33 jobs)
I spent 2 years as an Investment Banking Analyst at Morgan Stanley so I have extensive experience with financial modeling and creating bespoke spreadsheets to analyze problems using Excel. While at Morgan Stanley I raised more than $50 billion for the 4 major Australian banks across the capital structure from senior unsecured debt to Additional Tier 1 Capital. Worked across the whole life cycle of more than 15 deals from creating the original pitchbooks to onboarding clients, reviewing Offering Memorandums, Private Placement Documents, etc. Since leaving banking I have worked with small businesses helping them streamline their operations using Excel. Financial analysis, modeling, capital markets, or anything accounting related I'm your man.

Financial Modeling
Corporate Finance
Equity Research
Capital Markets
Real Estate Financial Modeling
Forex Trading
Data Analysis
$70 hourly
Alberto M.
- 5.0/5
- (35 jobs)
CFA Charterholder, CIPM, and seasoned Finance Manager with a robust background in financial analysis, strategic planning, and portfolio management. Expertise in real estate financial analysis, including underwriting multifamily assets for acquisition and developing comprehensive ground-up development models. Proven track record in driving business growth through innovative financial models and strategic insights. Advanced proficiency in Excel, SQL, VBA, and data visualization tools such as Tableau and Power BI. Experienced in collaborating with cross-functional teams to optimize financial performance and achieve strategic objectives.

Financial Modeling
Financial Analysis
Real Estate
Investment Strategy
Accounting Principles & Practices
Tableau
Real Estate Financial Modeling
Underwriting
Forecasting
Microsoft Excel
Chartered Financial Analyst
Financial Accounting
SQL
$150 hourly
Joel B.
- 5.0/5
- (83 jobs)
I am a Real Estate finance executive with 16-year experience in the financing, development, and management of large portfolios of commercial Real Estate with a combined value of more than $1 Billion, including retail, office, medical, hospitality and multifamily assets. SPECIALTIES • Building sophisticated Excel models that are accurate, clear, easy-to-use and maintain, and scalable. • Producing high-quality offering memorandums, debt packages and pitch decks that will articulate a compelling case and drive success. • (Re)structuring and optimizing the capital stack in order to reduce the weighted average cost of capital. EXPERIENCE • 30 years of building financial models for large and small companies, including a global trading company. • 16 years as a CFO, CEO or COO for commercial Real Estate firms managing or developing substantial portfolios including hospitality, retail, office, medical, and multifamily assets. • Experience includes successful financing of projects up to $135M., and refinancing of distressed or overleveraged assets. My experience as a finance executive for Real Estate development and property management companies allows me to have a thorough understanding of the challenges facing Real Estate developers, managers and investors, and quickly identify and implement winning solutions. SOPHISTICATED EXCEL MODELING • Cash flow modeling, by month and by year over 10 years • investor return metrics • Complex waterfalls, promotes and equity structures (common, preferred) • Sophisticated debt structures (senior and mezzanine debt, EB-5, C-PACE) • Historic and prospective KPIs (IRR, LTV, DSCRs, Yield analysis) • Sensitivity and multiple scenario analysis DEBT, EQUITY, AND INVESTMENT PACKAGES: COMPELLING PRESENTATIONS The production of state-of-the-art investment packages is absolutely critical to the success of a deal. Institutional investors and lenders receive hundreds of funding requests every week and only the best packages have a chance of drawing attention and obtain the requested funds. I produce professional-looking and highly attractive packages that make a compelling case to lenders and investors. Attention is paid to every detail of the package, and as form and substance are combined with flawless underwriting and financial projections, this results in a very high rate of success for my clients.

Financial Modeling
Pro Forma Statement
Financial Projection
Financial Analysis
Real Estate Investment Assistance
Project Finance
Real Estate Financial Modeling
Presentations
Microsoft Excel
$120 hourly
Mandy D.
- 5.0/5
- (5 jobs)
Hi, I'm Mandy. I have worked as a Financial Analyst for over 9 years at a fast-paced, rapidly growing SaaS company. Throughout my time, I have gone through an IPO, back to private, and through an additional acquisition by a private equity firm. I have been involved in M&A, budget/forecasting, long-term financial models, an Adaptive Planning integration, & multiple ad-hoc financial models. I worked with the R&D, Engineering, and Customer Service teams and am currently on the Corporate Finance side. I've also worked as a consultant doing financial modeling for a smart city network company, as well as, a Construction SaaS public company and a small fitness business. I run my own online retail business and manage all operations, finances, projections, and accounting. Below are my areas of excellence:  Highly Effective Communication Skills  Expertise in financial modeling, budgeting/forecasting, and financial planning  Self-Motivated and Diligent  Detail Oriented  Results Driven  Proficient in Microsoft Office Suite, Adaptive Planning, and Netsuite

Financial Modeling
Financial Projection
Financial Report
Business Modeling
Budget Management
Financial Planning
Personal Budgeting
$100 hourly
Tanya F.
- 5.0/5
- (10 jobs)
I am a seasoned CPA with extensive experience at prestigious organizations like UTA, Deloitte, and Fox Entertainment. I have managed over $200 million in revenue for a diverse portfolio of clients, ranging from startups to publicly traded corporations. Commitment: I am dedicated to delivering accounting solutions that are not only efficient but also accurate. My approach ensures that every task is completed with the utmost precision. Services Offered: - Financial Reviews: General Ledger analysis on a monthly, quarterly, and annual basis. - Cash Flow Management: Optimizing liquidity and financial health. - Accounting System Review or Set Up: Tailored solutions for all businesses. - Bookkeeping & Collections: Comprehensive services including invoicing and accounts receivable. - Budgeting & Financial Planning: Annual budgeting, pacing, and strategic financial advice. - Inventory Management: Detailed tracking to prevent discrepancies. - Educational Training: Customized programs for executives and staff to enhance financial literacy. - Revenue Forecasting: Proactive strategies to predict and enhance financial outcomes.

Financial Modeling
Cash Flow Modeling
Organizational Development
Financial Analysis
Bookkeeping
Budget Management
$90 hourly
Goran B.
- 4.6/5
- (72 jobs)
I am a financial industry professional and a freelancer with broad experience in Finance, Accounting, Audit, and Risk Management across multiple lines of business and geographies. In case you need a strategic support regarding Finance, a Controller for financial analysis or to develop wide range of models, an Accountant for the month-end close and to prepare financial statements, I have a fully fledged skill-set to address your needs. Looking forward to virtually meet you.

Financial Modeling
Bill.com Accounts Payable
Xero
Financial Management
Cash Flow Statement
Odoo
Financial Statement
Management Consulting
Microsoft Excel
Balance Sheet
Bank Reconciliation
Intuit QuickBooks
Accounts Receivable
$35 hourly
Dilyana D.
- 4.9/5
- (20 jobs)
7+ years of economic and policy research: macroeconomics (real business cycles and financial frictions), financial economics (financial markets and regulation), international and development macro, labor economics, policy analysis, 10+ years of econometric and statistics: data collection and validation; panel and times series models; forecasting, multivariate analysis; limited dependent variable models; structural equation modeling; questionnaire construction and validation Computer: STATA, R, Matlab, Latex, C++, Python, Word, Excel, PowerPoint Languages: English, Bulgarian, Portuguese, Spanish, German

Financial Modeling
Econometrics
Policy Analysis
Economic Analysis
Statistics
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