Upwork home
Sign up
Secondary

Hire the best Financial Modelers in Colorado

Check out Financial Modelers in Colorado with the skills you need for your next job.
Get started
  • $75 hourly

    • 5.0/5
    • (13 jobs)
    ⭐I Build Healthy Finance Departments/Systems for Startups & High Growth Ventures⭐ I'm a senior finance and operational leader with a strong background in strategic decision-making and tactical analysis. With extensive experience in financial modeling, forecasting, and fundraising support, I understand the critical role that finance plays in driving organizational success. My expertise lies in cash flow planning and extending runway, allowing businesses to navigate financial challenges effectively. Furthermore, I'm an absolute wizard when it comes to spreadsheets and financial modeling. Creating good models and analysis is much more than just showcasing advanced spreadsheet skills, but requires understanding the goals of senior leadership and then incorporating the facts on the ground, trajectory of the business and environment to create effective financial tools. 🚩Here's a quick overview of what I bring to the table🚩 ✅ [FINANCIAL MODELING & FORECASTING] My proficiency in creating sophisticated financial models and forecasts has been instrumental in securing substantial financing and optimizing financial performance. ✅ [STRATEGIC PLANNING & DECISION MAKING] I excel in making informed strategic decisions by analyzing complex financial data and market trends, ensuring the financial health and growth of the organizations I have served. ✅ [FINANCIAL ANALYSIS & REPORTING] I have a knack for dissecting financial data to derive actionable insights, which I communicate effectively through comprehensive reports and presentations to stakeholders, management, and investors. ✅ [STAKEHOLDER RELATIONS] I have a strong track record of building and maintaining collaborative relationships with internal and external stakeholders, earning their trust and confidence in financial matters. ✅ [OPERATIONAL OVERSIGHT] My ability to streamline operations, improve efficiencies, and enhance financial controls has consistently extended organizational runway and profitability. ✅ [DIGITAL TOOLS] I am proficient in utilizing a wide range of digital tools and software to streamline financial processes and enhance data-driven decision-making. ✅ [INTERPERSONAL SKILLS & COMMUNICATION] I possess strong interpersonal skills, which enable me to collaborate effectively with cross-functional teams and communicate complex financial concepts in a clear and concise manner.
    Featured Skill Financial Modeling
    Accounting
    Financial Reporting
    Entrepreneurship
    Stakeholder Management
    Communication Skills
    Google Sheets
    Microsoft Excel
    Spreadsheet Skills
    Budget Planning
    Strategic Planning
    Lean Startup
    Startup Consulting
    Financial Analysis
    Forecasting
  • $100 hourly

    • 4.6/5
    • (38 jobs)
    I am currently the Co-Founder and Managing Partner of Maia Growth Capital a private investment and consulting firm. I have worked as CFO of a small home health care agency (which Maia was invested in), as an investment banking analyst, and a business valuation analyst. I am also currently consulting for several home health care agencies, financial services firms, and start-ups. I am looking to find additional freelance financial consulting to help build my firm. I graduated from the University of Denver in 2016 with a BSBA in Finance and a minor in Computer Science.
    Featured Skill Financial Modeling
    Web Development
    Microsoft PowerPoint
    Mergers & Acquisitions
    Management Consulting
    Investment Banking
    Financial Statement
    Microsoft Word
    Microsoft Excel
  • $45 hourly

    • 5.0/5
    • (7 jobs)
    I am a seasoned accounting and tax professional with 𝟭𝟬+ 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲, including more than 6 years at PwC, one of the prestigious 𝗕𝗶𝗴 𝗙𝗼𝘂𝗿 𝗳𝗶𝗿𝗺𝘀 𝗶𝗻 𝘁𝗵𝗲 𝘄𝗼𝗿𝗹𝗱. I have worked at senior managerial levels across various U.S. companies. My extensive background in accounting, taxation & auditing equips me to simplify your financial life, no matter how complex the challenges are. When you work with me, you’ll have a partner who brings integrity, reliability, and the expertise to handle all your accounting and tax needs seamlessly. From setting up your accounts—whether in Excel, QuickBooks Online (QBO), Xero, Wave, FreshBooks, Zoho Books, or any other platform—from scratch to resolving intricate accounting issues, I ensure that your books are not just accurate but also insightful, empowering you to make the best business decisions. I specialize in creating robust financial systems that provide clarity and drive informed decision-making. 𝙒𝙝𝙖𝙩 𝙄 𝙊𝙛𝙛𝙚𝙧: - 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 𝗶𝗻 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗮𝗻𝗱 𝗢𝘁𝗵𝗲𝗿 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲: From setup to ongoing management, I customize the software to fit your business perfectly. - 𝗘𝗻𝗱-𝘁𝗼-𝗘𝗻𝗱 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: Whether you’re starting fresh or need cleanup, I deliver efficient, worry-free service. - 𝗧𝗮𝘅 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 & 𝗣𝗿𝗲𝗽𝗮𝗿𝗮𝘁𝗶𝗼𝗻:I don’t just prepare taxes; I strategically plan to minimize liabilities and optimize your financial outcomes. - 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀: As your trusted financial advisor, I offer high-level expertise to drive your business forward. - 𝗖𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝗔𝘂𝗱𝗶𝘁𝗶𝗻𝗴 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀:: I provide thorough and insightful audits, identifying areas for improvement and ensuring your financial statements meet all compliance standards. Your trust is my priority, and I operate with the utmost integrity. 𝕎𝕙𝕪 ℂ𝕙𝕠𝕠𝕤𝕖 𝕄𝕖? I have a proven track record of streamlining accounting operations and optimizing tax strategies, saving my clients both time and money. With my experience working on complex financial structures at PwC, I bring a level of precision and strategic thinking that sets me apart. Let's work together to handle your accounting needs so you can focus on growing your business. Ready to make your accounting and tax worries a thing of the past? Reach out, and let’s create financial success together!
    Featured Skill Financial Modeling
    Gusto
    Tax Preparation
    Tax Return
    International Financial Reporting Standards
    Financial Reporting
    QuickBooks Online
    Xero
    Financial Accounting
    Bookkeeping
    Accounting Software
    Balance Sheet
    Financial Projection
    Microsoft Excel
    Intuit QuickBooks
  • $100 hourly

    • 4.9/5
    • (5 jobs)
    I enjoy helping people with excel-based work that makes life easier, facilitates well-informed decision making, or simply makes things look cleaner and more presentable. I recently worked as an Investment Banking Analyst at J.P. Morgan which consisted of 80-100hrs of work per week revolving around collecting/analyzing/modeling financial data in excel and building presentations to advise large public companies on M&A transactions and capital raising. I chose to leave for an exciting new opportunity, and since I'm no longer working 80+ hours per week, I have time and energy to work on the side. I have a diverse occupational background so I'm happy to help with any excel-based work you may need even if it isn't finance-related. I've used excel extensively across logistics, operations, recruiting, and HR as well. My "softer" experience includes having led teams ranging in size from 9 - 75 employees across HR, Recruiting, Operations, and Logistics in both the conventional Army and Army Special Operations. I have encountered and solved an extensively wide range of problems across multiple business functions in a wide variety of environments, so I'm happy to help you with any management consulting / problem-solving work as well.
    Featured Skill Financial Modeling
    Data Entry
    Data Analysis
    Investment Banking
    Data Visualization
    Spreadsheet Software
    Microsoft Excel
    Finance & Accounting
    Financial Analysis
  • $95 hourly

    • 5.0/5
    • (6 jobs)
    Proven track record of optimizing operations and supply chain management with over 20 years experience successfully driving growth in both startups and corporate environments, with a specialized focus on CPG and E-commerce retail. From financial analysis to demand planning, my comprehensive skill set ensures an end to end approach to increasing efficiency and driving down costs. I am open to all types of projects: small, large, short, long, simple and complex. I'm an expert in MS Excel and have long experience with NetSuite, Quickbooks, EDI, Shopify and a variety of WMS/CMS systems. Highlights: • First full-time employee, hired by Founder/CEO to help build an ambitious meat snack start up that went from $0 to over $100MM in cumulative revenue • Developed and managed a dynamic supply chain network that ultimately included 5 co-manufacturing plants and a dozen 3PL and storage warehouses • Oversaw demand and supply planning for hundreds of SKU’s to successfully fulfil orders on time and in full to some of the worlds largest, most sophisticated retailers including Walmart, Amazon, Kroger and Whole Foods • Performed deep financial analysis and built many complex models to inform decisions on costs, profitability, inventory management and overall P&L controls Areas of Expertise: Fluid Problem Solving • Financial/Business Analysis • Supply Chain Operations • Process Reengineering • Sales, Demand, & Operations Planning • Advanced Financial Modeling • Vendor/Supplier Relationships • Contract Development/Negotiations • Budget Administration • New System Design & Implementation • Purchasing/Materials Management • Multi-Unit Logistics & Warehousing
    Featured Skill Financial Modeling
    Order Management
    Business Operations
    Startup Company
    Warehouse Management
    Contract Manufacturing
    Consumer Goods
    Third-Party Logistics
    Logistics Management
    Inventory Management
    Budget Planning
    Cost Analysis
    Transportation & Warehousing
    Supply Chain & Logistics
    Demand Planning
  • $175 hourly

    • 5.0/5
    • (3 jobs)
    My goal professionally and personally is efficiency. I seek to eliminate wasted time, effort, and resources for the entire organization. I am not a siloed numbers person, I truly enjoy leveraging the experience and expertise of all coworkers, regardless of title. My clients benefit from my passion for shaping the future success of an organization! Skills & Expertise * Financial reporting * Forecasting and modeling * Global experience * Executive presentations, strategy guidance, and BOD deck support * Full P&L ownership * Deadline and data-driven * Budget Creation * System Implementation * M&A / Integration * Clear and effective communication * Variance analysis * 20 years of experience in multiple industries * POC & Net-Zero Rev Rec Technology Utilization: * Microsoft Office Suite * Hyperion Essbase * Oracle ERP * Cognos * Google for * Microstrategy
    Featured Skill Financial Modeling
    Accounting Basics
    Accounting
    ERP Software
    KPI Metric Development
    Management Accounting
    Managerial Finance
    Corporate Finance
    Cash Flow Analysis
    Microsoft Office
    Cognos
    Analytical Presentation
    Financial Variance Analysis
    Management Consulting
    Finance & Accounting
  • $40 hourly

    • 5.0/5
    • (1 job)
    I am a financial analyst with 5 years of experience assisting business owners and executive leadership use data to make better strategic planning decisions. Modeling and analysis are my two strongest skillsets. If you are looking to get a better understanding of some key business metrics by compiling and analyzing data from multiple sources, I can help! I have experience using SAP and Salesforce ERP systems as well as Restaurant 365 in the food service industry. I am experienced using Excel, PowerPoint, Power BI, and SQL to extract and organize data into useful insights and KPI dashboards. Available on a project by project basis to assist with your financial analysis needs. Example projects include but are not limited to: - Three Statement Modeling - P&L Reporting & Analysis - Revenue Projections - Sales Team Targets & Performance Analysis - Sales and KPI Dashboards
    Featured Skill Financial Modeling
    Budgeting & Forecasting Software
    Microsoft Excel
    SQL
    Microsoft Power BI
    Financial Statements Preparation
    Microsoft Power BI Data Visualization
    Financial Analysis
    Excel Formula
    Business Modeling
    PostgreSQL
    Microsoft Power BI Development
    Financial Planning
  • $65 hourly

    • 5.0/5
    • (1 job)
    Experienced Senior Consultant and Financial Analyst with a demonstrated history of working in the accounting and finance industries. Skilled in financial analysis, corporate FP&A, financial reporting, forecasting, budgeting, forensic investigations, anti-money laundering, and leadership. Strong consulting professional with a Finance and Accounting Double Degree from George Mason University.
    Featured Skill Financial Modeling
    Sales Enablement
    Process Optimization
    Stakeholder Management
    Excel Formula
    Finance & Accounting
    Financial Planning
  • $100 hourly

    • 5.0/5
    • (1 job)
    I'm a skilled real estate financial analyst who can assist you with analyzing potential real estate investment opportunities, evaluating existing assets, structuring partnerships, and much more. I am particularly skilled at creating excel models to help evaluate real estate or other investment opportunities. I am an excellent communicator who loves engaging with my clients and colleagues to understand their problems and come up with the best solution possible.
    Featured Skill Financial Modeling
    Excel Formula
    Microsoft Excel
    Finance & Accounting
    Financial Risk
    Financial Projection
    Financial Analysis & Valuation
    Financial Analysis
    Finance
    Real Estate Business Plan
    Real Estate Acquisition
    Real Estate Investment Assistance
    Real Estate Financial Modeling
    Real Estate Financial Model
    Real Estate
  • $250 hourly

    • 4.9/5
    • (47 jobs)
    Research, Engineering, and/or Consulting Advisory Position in Advanced Artificial Intelligence & Machine Learning, AI-Powered Investment Trading Strategies, Quantum-Inspired AI Systems Design, Data Mining, Knowledge Discovery, AI Financial Analytics, Pattern Recognition, Algorithms Development, Financial Analytics & Adaptive Controls, Stochastic Monte Carlo Evolutionary Hybrid Optimization, Ontology & Expert Systems, Predictive Analytics, Data Science, Computational Linguistics (NLP), Evolutionary AI Swarm Intelligence Global Nonlinear Optimization, Multi-Agent Complex Adaptive Systems, Quantum-Inspired Evolutionary Monte Carlo Systems, Recommendation Engine, Robotic/Computer Vision, Intelligent Signal/Image Processing, AI, ML & LLM-Based Systems Engineering & Development, Stochastic Evolutionary Nonlinear Adaptive Controls, Quantum-Inspired AI-Powered High Frequency Trading Strategies Design, and Defense Systems Engineering.
    Featured Skill Financial Modeling
    LLM Prompt Engineering
    AI Trading
    Data Science
    Recommendation System
    Computational Linguistics
    Digital Signal Processing
    Pattern Recognition
    Machine Learning
    Artificial Neural Network
    Genetic Algorithm
    Predictive Analytics
    Algorithm Development
    Natural Language Processing
    Artificial Intelligence
  • $100 hourly

    • 5.0/5
    • (120 jobs)
    I hold a BS in Physics from the University of Colorado and a Master's equivalent in computer science and physics with an emphasis in data science. I have expertise in numerical analysis, modeling, and machine learning. I have a diverse mathematical and programming skillset and specialize in Python, Julia and Mathematica development. I can build complex applications in a broad range of domains based on my experience and learning methodology. My strengths are in problem-solving, analysis, and communication.
    Featured Skill Financial Modeling
    API Development
    Mathematical Modeling
    Database Design
    Mathematica
    Artificial Intelligence
    Physics
    Julia
    Data Extraction
    Forecasting
    Algorithm Development
    Machine Learning
    Data Science
    Statistical Analysis
    Python
  • $75 hourly

    • 4.6/5
    • (19 jobs)
    I am a reliable professional with 14 years of experience. I have a Bachelors of Science in Business Administration, where I studied Accounting, Finance and Economics. I am committed to providing you with accurate results. I provide full charge bookkeeping, as well as non profit services management. My services include traditional bookkeeping, AP/AR, payroll, grant management and budgeting. I work with various systems, including QBO, Gusto, Shopify and more. I pride myself in my willingness to work with your business and tailor my services to your individual needs rather than a "one size fits all" solution.
    Featured Skill Financial Modeling
    Portfolio Performance Modeling
    Financial Analysis
    Business Plan
    Bookkeeping
    Budget Management
    Bank Reconciliation
    Microsoft Excel
  • $90 hourly

    • 4.9/5
    • (155 jobs)
    ✦ My clients have secured more than $40 million in funding! Do you have a startup idea you want to pitch to an investor? Are you are seeking funding and need a solid financial model, business plan or pitch deck? Are you an entrepreneur who is wondering how to grow your business? The amazing clients I’ve worked with have come from a variety of industries around the world. Together, we have leveraged their ideas to achieve success readiness. Great materials represent you – your style, your colors, your brand. Your project deserves the strategy, formatting, and design of an experienced designer, entrepreneur and investor who is dedicated to creating the professional tools you need to make a powerful first impression. Here's what I do for you… BUSINESS PLANS ✦ Executive Summary ✦ Financial Projections ✦ Market and Customer Research ✦ Narratives ✦ Customize Branding INVESTMENT DECKS ✦ Customized Design ✦ Charts, graphs and graphics ✦ Financial Inclusions ✦ Customize Branding FINANCIAL MODELS ✦ Personalized Revenue Models ✦ Full Suite of Statements ✦ Startup and/or Growth Requirements START-UP AND EARLY STAGE CONSULTING ✦ Consulting ✦ Strategy ✦ Investor preparedness BUSINESS COACHING ✦ Accountability ✦ Idea Processing ✦ Brainstorming PAST AND CURRENT CLIENT INDUSTRIES ✦ Real Estate, Health Care, Medical Devices, Cannabis, SaaS, Legal, Beauty, Fashion, O&G, Insurance, Fund Development CLIENT TESTIMONIALS ✦ “Allison delivered an amazing work on this business plan project, I enjoyed working with her. Her communication was top-notch and she met all the deadlines. She helped me review my business model and understood my vison. Thank you!” ✦ “Phenomenal work! Done very quickly and professionally! Easy to get in touch with. Already planning on working with her on our next project! Thank you again.” ✦ “Outstanding work! Allison responded quickly to help me get a job done that was time sensitive. Highly recommended!” ✦ “Allison is amazing and has incredible skills. I look forward to working with her again in the future.” ABOUT ME: When you work with me, you can be assured that I’m committed to your project, and you will have access to my skills toolbox: ✦ MBA in Marketing ✦ 20 years of business and marketing experience ✦ Questions that uncover gaps in your strategy so that you are prepared and confident ✦ A presentation and plan that represents your message ✦ Formatting that gets your message out to the world ✦ Customization based on your logo, your colors, and your style ✦ In-depth market and target customer research ✦ A complete set of financial statements build out and customized for your business. Ready to work together? I look forward to hearing from you and how I can help you. Allison
    Featured Skill Financial Modeling
    Market Research
    Business Coaching
    Startup Consulting
    Graphic Design
    Content Writing
    Business Proposal Writing
    Financial Statement
    Microsoft Office
    Technical Writing
    Presentation Design
    Copywriting
    Business Plan
    Management Consulting
    Business Writing
    Business Strategy
  • $100 hourly

    • 5.0/5
    • (22 jobs)
    I have a BS in Corporate Finance from Salisbury University along with minors in IT and Accounting. I have worked for a small mortgage company where I co-managed trading and hedging operations of MBS', worked for one of the largest fortune 500 companies within their asset based lending portfolio performing client credit analysis, worked in business valuations for one of the largest accounting firms, and currently work in investment banking performing traditional buy and sell side due diligence. I have been working with excel extensively for the past 8 years and have learned complex functions, and built in-depth and nuanced financial models for a myriad of clients. I have also developed VBA coding features to help automate redundant entry, and much more. Other Experience: Paycheck Protection Program (PPP), Shuttered Venue Operator Grant (SVOG), Restaurant Revitalization Fund (RRF), Real Estate Investment Funds
    Featured Skill Financial Modeling
    Corporate Finance
    Business Modeling
    Business Consulting
    Investment Banking
    Real Estate Investment Assistance
    Real Estate
    Financial Analysis
    Investment Research
    Mergers & Acquisitions
    Business Valuation
    Real Estate Financial Modeling
    Private Equity
    Microsoft Excel
  • $110 hourly

    • 0.0/5
    • (0 jobs)
    Dedicated quantitative investment professional with a BBA from the University of Michigan’s Stephen M. Ross School of Business. Adept in complex investment analysis and project management with a proven track record of successfully navigating intricate transactions totaling over $2 billion. Known for detail-oriented precision and a results-driven approach. Seeking roles to apply my quantitative skills, project management expertise, and entrepreneurial spirit. Passionate about M&A, equities, real estate, quantitative and qualitative analysis, and continuous operational improvements. --------------------------------------------------------------------------------------------------------------------- My name is Ryan King. I am a financial advisor and hedge fund analyst, entrepreneur, and value-added multifamily real estate investor. I have experience in various financial roles including assest management, investment banking, real estate, private equity, and commercial lending. I studied at the University of Michigan - Ross School of Business with a focus on finance and technical operations. My strengths include - Microsoft Excel (Extremely Proficient) - Financial modeling - Data analysis - Data cleanup - Formula repair / auditing - Financial presentations / reports - Charts / graphs for reports - & More (Just ask!) I would love to chat on how I can help with your next project!
    Featured Skill Financial Modeling
    Financial Model
    Real Estate Acquisition
    Financial Analysis & Valuation
    Business Presentation
    Real Estate Financial Modeling
    Real Estate Financial Model
    Excel Formula
    Financial Analysis
    Real Estate Investment Assistance
    Presentations
    Analytical Presentation
    Microsoft Excel
    Data Analysis
    Report
  • $150 hourly

    • 5.0/5
    • (1 job)
    I'm a seasoned financial executive with extensive C-suite experience informed by a decade of Wall Street investment banking and equity research work. Whether you're needing a CFO/COO for hire, strategic and financial plan preparation, in-house M&A / special projects execution, or board and investor relations materials - I can help! * I am deeply committed to excellence - I deliver an A+ product - on time, every time * I can work in any industry - I have worked in over 13 different industries and have built a career on quickly moving up sector learning curves * I am passionate about serving as a trusted strategic advisor to CEOs * I efficiently craft strategic plans and budgets that are well-received by regulatory bodies and boards of directors * I am a special projects specialist - portfolio includes selling an insurance business, leading a core software systems conversion, developing a performance management system, and establishing a 401K employee stock ownership plan * I excel at financial storytelling through PowerPoint, analyzing data and distilling into key takeaways custom-tailored to the designated audience * I operate with the utmost level of integrity and ethics
    Featured Skill Financial Modeling
    Investment Research
    Corporate Strategy
    Financial Reporting
    Investment Banking
    Budget Proposal
    Financial Analysis & Valuation
    Financial Presentation
    Financial Plan
    Financial Audit
    Budget
    Strategic Planning
    Strategy
    Strategic Plan
  • $75 hourly

    • 0.0/5
    • (1 job)
    -Pro Forma Modeling -Business Acquisition -Operations Support -Real Estate Operations -Small to Mid Size Construction Management
    Featured Skill Financial Modeling
    Construction Management
    Financial Analysis & Valuation
    Engineering, Procurement & Construction
    Acquisitions
    Finance & Accounting
    Real Estate
    Mergers & Acquisitions
    Financial Analysis
  • $40 hourly

    • 5.0/5
    • (1 job)
    Hello I'm a business professional focused on utilizing data driven insights and market research to make informed decisions. I have 5+ years of experience utilizing several business intelligence tools (Power BI, Tableau) to aid my analysis and help provide concrete recommendations in order to optimize revenue and strategy goals. Some of my project experience includes: Data cleansing and organizing Descriptive statistics Business reporting Ad-hoc analysis Sales analysis Survey analysis Employee performance evaluation Customer evaluation I believe that communication is the foundation of every successful relationship. Therefore, it is important that we both understand each other so that expectations are met and ultimately surpassed. I am looking forward to applying my skill set to help you achieve and exceed all of your business objectives!
    Featured Skill Financial Modeling
    Microsoft Excel
    Google Workspace
    Customer Service
    Microsoft Word
    Microsoft PowerPoint
    Strategic Plan
    Customer Relationship Management
    Client Management
    Relationship Management
    Microsoft Power BI
    Tableau
    Market Research
  • $150 hourly

    • 0.0/5
    • (2 jobs)
    I have 10+ years of experience as a financial analyst for all different industries. I am looking to make some extra money so my partner and I can buy a house. There is no data set too complex for me to be able to analyze and distill into a palatable and actionable form.
    Featured Skill Financial Modeling
    Finance
    Financial Presentation
    Financial Analysis
    Financial Consulting
    Financial Accounting
    Anaplan
    Oracle NetSuite
    Workday Adaptive Planning
    Tableau
    Sales Analytics
    Financial Planning
  • $110 hourly

    • 0.0/5
    • (0 jobs)
    With over a decade of hands-on experience in the finance industry, I am dedicated to providing top-notch financial consulting and accounting services to businesses and individuals. My professional journey has equipped me with a diverse skill set, making me your go-to expert for all things finance. What I offer: - Strategic Financial Consulting: Partnering with you to develop and implement financial strategies that align with your business goals. From cash flow management to investment analysis, I provide insights that drive growth and profitability. - Financial Planning & Analysis: Leveraging advanced analytical techniques to drive strategic decision-making and financial forecasting. I excel in budgeting, variance analysis, and performance metrics, ensuring your business stays on track. - Excel Mastery: I can create robust financial models, dashboards, and automation tools that streamline processes and provide actionable insights. Whether it's dynamic financial models or complex data analysis, I deliver precision and efficiency. - M&A Advisory: Expert advisory on M&A transactions, from initial valuation and due diligence to integration planning. I provide comprehensive support to ensure smooth and successful transactions. - Certified Public Accountant (CPA): As a Licensed CPA, I offer a wide range of accounting services, including financial statement preparation and review. My meticulous approach guarantees accuracy and reliability. Why Choose Me: - Proven Track Record: 10+ years of delivering exceptional results across various industries. - Client-Centric Approach: I prioritize understanding your unique needs and tailoring solutions that fit your specific requirements. - Detail-Oriented: My commitment to precision ensures every project is executed flawlessly. - Continuous Improvement: I stay updated with the latest financial trends and technologies to bring innovative solutions to your business. Let's collaborate to elevate your financial operations and achieve your business objectives. Whether you're a startup seeking guidance or an established company in need of advanced financial expertise, I'm here to help. Contact me today to discuss how I can contribute to your financial success.
    Featured Skill Financial Modeling
    CPA
    Financial Analysis
    Strategic Planning
    Corporate Finance
    Mergers & Acquisitions
    Microsoft Excel
  • $165 hourly

    • 0.0/5
    • (0 jobs)
    I'm an expert financial modeler who has helped senior executives and other leaders in organizations as large as Disney and as small as a start-up. No matter the scale of your business, if you need help with modeling, analyzing, reporting, and presenting quantitative analytics, I'm here to help you. I'm just getting started at Upwork and currently offer my services at a discount to the rate presented above. Feel free to ping me with your project details if you'd like to learn more.
    Featured Skill Financial Modeling
    Financial Planning
  • $45 hourly

    • 0.0/5
    • (4 jobs)
    I'm an experienced corporate finance (FP&A) Manager with 5+ years in complex Excel Modeling, Analysis and Reporting using large datasets. Areas of expertise include Forecasting, Budgeting, Variance Analysis, P&L management, ROI metrics, and various KPI analysis/dashboard creation.
    Featured Skill Financial Modeling
    Spreadsheet Automation
    Excel Formula
    VLOOKUP
    Visualization
    Automation
    Financial Variance Analysis
    Forecasting
    Microsoft Excel
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    Consulting CFO & Grant Writing. - Grant and proposal writing. - Business, financial, & accounting management consulting services. - Part-time CFO services for smaller & growing companies. - Strategic & Business Planning. Mr. McMichael is an accountant and consultant with over thirty years of experience in management, audit, financial analysis and modeling, economic research, and grant writing. He earned his Accounting Degree from Indiana University. His audit experience was obtained in the Chicago practices of KPMG Peat Marwick and Ernst & Young, and his subsequent experiences have been with companies both large and small in a variety of industries. He has served as Controller, CFO, project manager, and independent consultant. Mr. McMichael's strengths include accounting systems development, financial modeling, project management, strategic planning, and performance reporting. He holds an (inactive) Colorado CPA license. * Management Advisory * Strategic & Business Planning * Financial Analysis & Modeling
    Featured Skill Financial Modeling
    Process Design
    Finance
    Grant Application
    Grant Writing Consultation
    Business Strategy
    Sustainability
    Grant Research & Prospect List
    Fundraising
    Strategic Plan
    Business Plan
    Nonprofit Industry Consulting
    Accounting Advisory
    Business Consulting
    Grant Writing
  • $60 hourly

    • 0.0/5
    • (0 jobs)
    I have 10 years of experience in commercial real estate spanning valuation, construction, and debt markets, with a sub-focus in Senior Housing. Experience includes working with and modeling capital stacks, operating budgets and projections, and financings. I have some experience assisting as a subject matter expert with AI prompting using a purpose-built, GPT-based architecture and system. Please message me for my CV.
    Featured Skill Financial Modeling
    Excel Formula
    Slack
    Azure DevOps
    Senior Adult
    Real Estate Financial Modeling
    Investment Strategy
    Investment Research
    Financial Projection
    AI Development
    Financial Analysis & Valuation
  • $63 hourly

    • 0.0/5
    • (0 jobs)
    I'm a recent MBA graduate experienced in building financial models particularly for the energy and utilities industry. Whether you are looking to assess the profitability of building a new energy project, size a loan, purchase an existing installation, or optimize current assets, I can help. • Well versed in valuation concepts including IRR, NPV, after-tax returns, and pre-tax returns, as well as Project Finance concepts such as CFADS, DSCR, Gearing ratios, DSRA, P50 and P99 • Knowledgeable about revenue structures such as PPAs, ESAs, shared savings agreements, tolling agreements, etc. • Maintains strong attention to detail while performing sensitivity analyses on project models • Takes great pride in effective and regular communication ensuring that models meet client needs
    Featured Skill Financial Modeling
    Sustainable Energy
    Energy Storage
    Energy Management
    Solar Energy
    Wind Energy
    Energy & Utilities
    Energy
    Project Finance
    Finance
    Financial Analysis & Valuation
    Financial Analysis
  • $175 hourly

    • 0.0/5
    • (0 jobs)
    Experienced CFO Specialized in Financial Strategy & Business Turnaround With a robust career spanning over 20 years as a Chief Financial Officer, I specialize in translating complex financial data into actionable insights to drive strategic business decisions. My expertise lies in helping organizations not just understand their financial standing but leverage it to rapidly increase profits and achieve sustainable growth. What I Offer: Financial Analysis & Strategy Development: I excel in analyzing financial data to uncover trends, patterns, and insights that can be used to create strategic plans tailored to your unique business needs. Whether it's identifying cost-saving opportunities or pinpointing areas for revenue expansion, I provide the clarity you need to make informed decisions. Business Turnaround Specialist: A visionary with a proven track record in turning companies around, I implement tailored financial strategies that have consistently delivered improved cash flow, enhanced profitability, and stronger market positions. Dynamic Decision-Making Support: By fostering a deeper understanding of financial principles among management teams, I enable leaders to align their decisions with the overall strategic objectives of the organization. Comprehensive Financial Management: From budgeting and forecasting to treasury management and financial compliance, I ensure that your financial operations are both efficient and forward-looking. Why Choose Me? I bring a unique blend of strategic insight and hands-on operational experience. This allows me to bridge the gap between high-level strategic initiatives and day-to-day financial operations. My approach is rooted in a deep commitment to client success, and I am dedicated to helping your business thrive by marrying financial insight with strategic vision. I am enthusiastic about empowering organizations to navigate financial complexities with confidence and agility, fostering environments where sound financial practices drive real business results. Let's connect and explore how I can contribute to the financial success of your organization. I look forward to the opportunity to support you in achieving your business goals and maximizing your financial potential!
    Featured Skill Financial Modeling
    Accounting
    Analytical Presentation
    Process Improvement
    Team Building
    Business Coaching
    Business Analysis
    Business Development
    Strategic Planning
    Financial Analysis
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    I'm a private equity executive with over a decade of experience evaluating businesses, industries and competitive dynamics; performing in-depth financial analysis and modeling; M&A and capital raising. I've worked in mega cap private equity (>$450bn of AUM) and now run my own holding company focused on acquiring bootstrapped founder-owned businesses. How can I help? Fractional CFO work like financial tracking and reporting or financial analysis (modeling, cash flow analysis, customer performance), valuation work, competitive benchmarking, or industry analysis A business seller interested in valuation work or support creating marketing and financial diligence materials to provide prospective buyers A business buyer needing assistance with due diligence and evaluating merits and risks of an acquisition target, or investment memo creation Company or entrepreneur needing to raise capital from investors Management team needing support with Board or investor materials Something else? If it has to do with financial tracking, analysis, or modeling; business, industry or competitive analysis; capital raising or M&A - I'm sure I can help!
    Featured Skill Financial Modeling
    Accounting
    Competitive Analysis
    Management Consulting
    Analytical Presentation
    Mergers & Acquisitions
    Financial Accounting
    Corporate Finance
    Industry Research
    Company Research
    Private Equity
    Investment Banking
    Due Diligence
    Financial Analysis & Valuation
    Fundraising
  • Want to browse more freelancers?
    Sign up

How hiring on Upwork works

1. Post a job

Tell us what you need. Provide as many details as possible, but don’t worry about getting it perfect.

2. Talent comes to you

Get qualified proposals within 24 hours, and meet the candidates you’re excited about. Hire as soon as you’re ready.

3. Collaborate easily

Use Upwork to chat or video call, share files, and track project progress right from the app.

4. Payment simplified

Receive invoices and make payments through Upwork. Only pay for work you authorize.

Trusted by 5M+ businesses