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Clients rate Financial modelers
Rating is 4.9 out of 5.
4.9/5
based on 195 client reviews
  • $75 hourly

    • 5.0/5
    • (39 jobs)
    Want to give your business idea it's BEST shot at success? I've helped entrepreneurs raise millions from banks, investors and the SBA to help them realize their vision. Have a business and was to OPTIMIZE your profits? I've successfully run hotels, bars and restaurants and I'm happy to show you how to do the same. My clients are serious about taking their ideas from concept to reality, and I help them do just that! My personal favorite client quotes (check my portfolio below) ✅"Sam was very professional and thorough. He completed the job earlier than proposed. He was always available and very detailed. Great job!!" ✅"Hey Sam, just wanted to forward along the good news that the loan was approved today!" ✅"Sam was great to work with. He was always available and quick to respond with updates and revisions. His knowledge in the field was sound and was able to efficiently create an outline on which we were then able to collaborate towards my specific needs and goals. " My clients are able to confidently present their proposals anywhere and get the results they need. I can't help everyone, but we may be a good fit if you're thinking: ⚡️"I'm not an expert at writing proposals or making spreadsheets, and I don't have the time to mess around with it" ⚡️ I need a fresh set of expert eyes to help me see where I can improve my business ⚡️"My last business plan was an embarrassment, and I don't want that EVER again" ⚡️"I know how to run my business, but maybe I'm too close to it" ⚡️"I need a full business plan package that I KNOW 100% will tell my company's story right" Working with me you'll: ⭐️ A clear, concise game plan to help take your business to the next level ⭐️Stop struggling with Excel and spending hours on the Internet- I handle all FINANCIAL STATEMENTS, FINANCIAL MODELS, GRAPHS and MARKET RESEARCH ⭐️Put your best foot forward the FIRST time! ⭐️Get delivered TURNKEY, INVESTOR GRADE documents that raise capital. ⭐️SAVE MONEY by getting high quality work that you can reuse for your PowerPoint presentations My clients have a lot to say about me: ✅"Sam was a great business partner" ✅"Excellent, James knew his craft in producing a thorough business plan." always available and very detailed. Great job!!" ✅"communication was good, and he was open and receptive when I had feedback, and patient and knowledgeable" What I look for in a new client: ● Open mind, relaxed attitude ● Values integrity & relationships ● Focused on improving, lets their actions speak louder than words ● Knows our minimum scope, and wants the BEST Sound like a fit? Next steps: 📺 Watch the video on my Upwork profile 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner 💬 Write me a personalized note including why you think we’re a good fit to work together in your message. About me: Proven track record of optimal revenue performance: managing P&L, leading annual planning, driving monthly/quarterly analysis and reporting; Initiator of creativity and collaboration towards common goals by spearheading operational process redesigns from conception to implementation; Relationship-oriented leader diligently cultivating, maintaining established/potential partnerships, demonstrated success of supervising, unifying and motivating various teams to surpass targeted goals while maintaining quality performance
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Social Media Marketing
    Business Writing
    Accounting Principles & Practices
    Email Marketing
    Microsoft Excel
    Business Plan
    Financial Analysis
    Forecasting
  • $39 hourly

    • 5.0/5
    • (5 jobs)
    2000+ projects completed, 80% client funding success, and 75% proposal success across 45 industries globally. Proven government bid contract and grant ready proposals. Proven investor ready business plans, financial models, and pitch decks. To maximize your chances of success, choose a proven firm with focused expertise, skills, and knowledge tailored to your needs. Bid Services • Research Opportunities (Conduct thorough research on bid opportunities for your specific business and deliver a well-organized report) • Subcontractor Manager (Source subcontractors and gather required information such as quotes and licenses) • Quote Consulting (Analyze historical quote data from agencies and competitors to bid more competitively) • Pre-proposal & Proposal Development • Application Management Grant Services • Research Opportunities • Opportunity Analysis • Pre-proposal & Proposal Development • Budgeting • Application Management Business Plan We complete all the research, analysis, strategy, and calculations while providing consultative advisory. • Executive summary • Company description • Market research (market size, trends, growth potential, customer demographics) • Competitive analysis • Management & organization • Marketing plan • Sales Strategy • Financial models Business Plan Add-ons • SWOT analysis • Risk Analysis & Management: • Milestones • Roadmap: • Exit Plan: • Funding Request • Discounted Cash Flow (DCF) Model • Sensitivity Analysis • Break-Even Analysis • Burn Rate Model • Appendix Financial Models • Cashflow statement • Balance sheet • Income statement / P&L • Assumptions (forecasts) • Discounted Cash Flow (DCF) Model • Sensitivity Analysis • Break-Even Analysis • Burn Rate Model Pitch Deck • Cover page • Mission and vision statement • Problem • Solution • Information on how the product/services work (features, process, etc.) • Revenue model • Roadmap • Milestones • Market analysis • Competitive analysis • Funding ask and utilization • Financials • Team bio • Conclusion BBA's team is passionate about setting businesses up to start, grow, and get funding. Correctly strategized business plans and correctly prepared bid and grant applications are vital to a businesses success. About Me: My background includes being American Express’s marketing & acquisition portfolio manager, Amazon’s business pitch competition judge, a business incubator mentor, and a business consultant. I have first hand experience in BBA's services as a serial entrepreneur including being a former tech founder. Through my experience, I understand what investors are looking for, equipping me to communicate compelling business propositions in a language that resonates with the target audience.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Grant Proposal
    RFP Writing
    Bidding
    Business Proposal Writing
    Proposal Writing
    Grant Writing
    Business Presentation
    Product Roadmap
    Pitch Deck
    Monetization
    Go-to-Market Strategy
    Competitive Analysis
    Market Research
    Business Plan Writing
  • $150 hourly

    • 5.0/5
    • (48 jobs)
    EXPERT-VETTED Financial Modeling and Consulting Solutions! Services: ✅ Financial Statement Analysis & Review ✅ SMB Acquisition Strategy Consulting ✅ Profitability and Expense Analysis & Review ✅ Valuation and Due Diligence Services ✅ Budget and Forecasting ✅ Template and Calculator Design ✅ Custom Models and Tools Freelancer Highlights: ✔️ Upwork Top 1% SMB Consultant & Financial Analyst ✔️ Ex-Financial Markets Valuation Specialist at PwC ✔️ Graduate of #3 International MBA in America ✔️ Master's Degree in the Science of Finance ✔️ Full-Time Freelance Specialist Since 2019 ✔️ Expert-Vetted and Top-Rated freelancer ✔️ Accredited Small Business Consultant ✔️ Perfect 100% Job Success Score Service Menu: 🥇 Advanced Financial Modeling: $150/hr 🥈 General Financial Analysis: $100/hr 🥉 Phone Consultation: $75/hr ✉️ Please message me directly for a complementary quote or to ask questions!
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    VLOOKUP
    Looker
    Looker Studio
    Financial Model
    Financial Consulting
    Business Valuation
    Data Analysis
    Excel Formula
    Business Consulting
    Data Visualization
    Financial Analysis
    Management Consulting
    Microsoft Excel
  • $35 hourly

    • 5.0/5
    • (8 jobs)
    🚀 Data & Financial Analyst | Turning Data into Actionable Insights 🚀 👨‍💼 About Me With years of experience as a financial and data analyst, I specialize in leveraging data to solve complex business challenges. From working with industry leaders like Wells Fargo to freelancing for startups and non-profits, I have a proven track record of delivering actionable insights, optimizing financial processes, and driving measurable results across industries. 📊 My Expertise •Data Analysis & Insights: Conducted in-depth analyses of sales, financial, and operational data to identify trends, uncover opportunities, and support strategic decisions. •Financial Modeling: Designed dynamic models for budgeting, forecasting, and cost analysis, including a 50+ sheet Excel model for a $15M company. •Dashboards & Visualization: Created interactive dashboards in Power BI, Tableau, and Excel to present insights for projects like Miami-Dade County analysis and organizational financial performance. •Game Analytics: Developed spreadsheets to track and balance game progression, resource economy, and leveling systems, demonstrating a creative approach to data solutions. •Automation & Streamlining: Automated workflows using Excel VBA, macros, and Power Query to reduce manual effort and improve efficiency. •Credit Risk & Strategy: At Wells Fargo, analyzed credit and operational data to enhance risk management strategies and improve portfolio performance. •Predictive Analysis: Used machine learning techniques like XGBoost and statistical methods to improve forecasting accuracy and deliver data-backed recommendations. 🔧 Tools & Skills •Technical Expertise: SQL, Python, Excel (Advanced), VBA, Power BI, Tableau •Data Analysis: Statistical Analysis, Data Cleaning, Predictive Modeling, Business Intelligence •Financial Expertise: Budgeting, Forecasting, Financial Modeling, Variance Analysis •Visualization & Automation: Custom Dashboards, Trend Analysis, Macros, and Power Query 🏆 Achievements •Delivered 30+ projects in finance, analytics, and visualization, consistently exceeding client expectations. •Improved efficiency for businesses by creating automated tools that reduced errors and saved time. •Enabled startups and non-profits to achieve clarity through dynamic financial and data models. •Built intuitive dashboards for businesses and municipalities, translating raw data into impactful insights. •Designed game analytics tools for balancing resource economies, showcasing a unique combination of analytical and creative skills. 📈 Services I Offer •Data Analysis & Visualization: Transform raw data into clear, actionable insights with dynamic dashboards. •Financial Reporting & Analysis: Deliver tailored reports to track performance and guide decision-making. •Forecasting & Budget Optimization: Align financial strategies with business goals for sustainable growth. •Process Automation: Streamline workflows with advanced Excel tools and automated solutions. 🌟 Let’s Work Together Whether you’re looking to optimize your financial strategies, uncover insights from your data, or improve operational efficiency, I’m here to help. Let’s collaborate to create impactful solutions that drive growth and success.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Management
    Financial Accounting
    Risk Analysis
    Data Cleaning
    Data Visualization
    Financial Analysis
    Finance
    Business Intelligence
    Microsoft Power BI
    Tableau
    SQL
    Python
    Business Analysis
    Data Analysis
  • $90 hourly

    • 4.8/5
    • (86 jobs)
    Hello! I am a financial analyst specializing in LBO models, fractional CFO services, and real estate models. The bulk of my work over the last two years has been building LBO models for family offices, private equity firms, and individual investors seeking to purchase businesses. I have built dozens of 3-statement LBO models for investors to assess the best purchase price and financing structure when acquiring a business. I have also helped investors find debt products and submit their targets for SBA approval to help source capital and execute a deal . My core competencies include the following: 1) M&A Models- My primary specialty involves building LBO models for investors looking to purchase small and medium-sized businesses in the middle market. I am able to utilize information on the company's historical performance and market segment to determine a fair offer range and am able to calculate the risk-return profile given different financing structures. I've also performed 409A valuations for early-stage and mature businesses. 2) Real Estate Models- I began building real estate models in 2021 starting with a hotel construction project in Las Vegas. I've steadily mastered this skill working on projects for multifamily, single-family-residential, mixed-use, RV parks, and retail properties. 3) Pitch Material Creation: I have worked on numerous pitch decks for companies in a range of sectors. If you would like an investment teaser or pitch deck produced feel free to contact me to discuss further.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Microsoft Excel
    Financial Report
    Financial Analysis
    MATLAB
    Investment Research
    Income Statement
    Private Equity
    Investment Banking
    Python
    Finance & Accounting
    Modeling
    Mergers & Acquisitions
  • $120 hourly

    • 5.0/5
    • (24 jobs)
    Certified QuickBooks ProAdvisor | Expert Bookkeeper & Financial Strategist As a seasoned financial professional with over 20 years of experience, I specialize in providing comprehensive accounting and financial management services for small to medium-sized businesses. As a Certified QuickBooks ProAdvisor, my expertise spans various industries such as retail, e-commerce, insurance, IT, and consumer electronics. My goal is to be a valuable investment that supports your business growth. My services encompass QuickBooks setup, chart of accounts, reconciliation, AR/AP management, payroll, sales tax, budgeting, reporting, and forecasting. Additionally, I offer fractional CFO services, including cash flow analysis, business plan development, and organizational structure. Key Skills & Attributes: • GAAP Accounting Practices • Payroll Processing & Tax Preparation • Sales Tax Calculations • KPI Identification • Financial Dashboard Creation • Financial Reporting & Forecasting • Account Reconciliation • AR/AP Management • Critical Thinking & Problem Solving • Accuracy & Attention to Detail • Strong Leadership & Communication • Honesty, Integrity, & Time Management • Organizational & Document Management Skills As a detail-oriented professional, I am committed to delivering accurate, reliable results to enable informed decision-making for your business. Let's collaborate to help your business achieve its full potential.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Bookkeeping
    Analytics Dashboard
    Ecommerce
    Managerial Finance
    Cash Flow Statement
    Business
    KPI Metric Development
    Finance & Accounting
    QuickBooks Online
    Financial Accounting
    Accounts Receivable
    Account Reconciliation
    Payroll Accounting
    Bank Reconciliation
  • $300 hourly

    • 4.7/5
    • (26 jobs)
    As a stock market consultant and portfolio manager, I help professionals and business owners consistently achieve higher returns and reduce risk in their investments. My approach centers on delivering tangible results—clients who work with me see significant improvements in their portfolios, typically enjoying returns that far exceed the cost of my services. What You Can Expect: • Higher Returns: Clients see an average ROI of 35% within 7 months through optimized stock options and equities trading strategies. • Minimized Risk: With a 90% gain-loss ratio, I prioritize protecting your capital while identifying lucrative opportunities. • Tailored Strategies: I offer personalized consulting, ensuring that every decision is made with your specific financial goals in mind. The Value I Bring: By partnering with me, you gain not just expert advice, but a clear path to enhanced financial outcomes. My goal is to ensure that the value you receive is at least double the cost of my services, guaranteed. Why Work With Me? If you’re seeking consistent, data-driven results through expert portfolio management or tailored stock market consulting, I’m here to help. I offer hands-on management to maximize your returns and safeguard your investments, while my consulting services provide personalized strategies that align with your financial goals. Whether you need active portfolio oversight or expert advice to navigate market complexities, I’m committed to helping you grow and protect your wealth. Let’s Talk: I offer a free consultation to discuss how I can help you reach your financial goals. Message me directly, and let’s explore how we can enhance your investment strategy.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Trading
    Blue Sky Capital Strategies Portfolio Manager
    Management Consulting
    Investment Portfolio Review
    Stock Market
    Trading Lesson
    Stock Option Agreement
    Portfolio Management
    Financial Management
    Technical Analysis
    Derivatives Trading
    Business Development
    Investment Research
    Investment Strategy
  • $100 hourly

    • 4.9/5
    • (81 jobs)
    I am a Chartered Financial Analyst (CFA) with over 20 years of finance experience spanning from Wall Street to the Middle East, I specialize in advising firms looking to raise capital from private equity and venture capital funds, family offices, and high-net-worth individuals (HNWIs). Additionally, as a licensed real estate agent in Miami, I specialize in residential and commercial transactions, often creating detailed financial models for these deals. I offer a range of tailored financial modeling solutions designed to meet the unique needs of each project. My models provide comprehensive and detailed analysis of financial status and performance, utilizing sophisticated methods commonly employed by Wall Street professionals to ensure accuracy and reliability. Customizable Features: 1) Comprehensive Analysis: In-depth examination of financial status and performance, tailored to your specific industry and business model. 2) Flexible Methodologies: Employing a variety of techniques used by Wall Street professionals, adapted to your project's requirements. 3) Scenario Simulation: Customized scenarios to simulate different business environments relevant to your industry and goals. Benefits: 1) Accurate Assessments: Ensures reliability in financial evaluations specific to your business context. 2) Strategic Insights: Provides valuable insights into financial health and performance, focused on your key metrics. 3) Risk Management: Identifies potential risks and opportunities under scenarios relevant to your business. 4) Informed Decision-Making: Empowers your business to make data-driven decisions based on tailored analysis. My flexible approach allows for the creation of financial models that are essential tools for businesses aiming to gain a deeper understanding of their unique financial position and prepare for various future scenarios specific to their industry and goals. Let's work together to create a customized financial model that empowers your business to thrive. Reach out now to schedule a consultation and take the first step towards financial excellence.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Due Diligence
    Valuation
    Equity Valuation
    Investment Research
    Company Valuation
    Discounted Cash Flow
    Financial Analysis & Valuation
    Investment Banking
    Financial Projection
    Business Plan
    Microsoft Excel
    Pitch Deck
    Blockchain
    Presentations
  • $89 hourly

    • 5.0/5
    • (16 jobs)
    Hello! I have over 20 years of experience in banking and commercial real estate. First 10 years I spent working in real estate banking and commercial lending (government contractors and medical businesses financing, coupled with asset based lending against A/R and equities). Second 10 years I worked in real estate private equity and fund management. Over $3bn of underwritten, closed and asset-managed CRE across: offices, retail, mixed use, multifamily, senior housing, hotels and real estate developments. I hold a bachelors in accounting, and masters in finance and investment. A few select skills for engagements: Commercial Real Estate: - financial modeling (excel and argus) - due diligence - development (zoning, entitlements, budgeting and re-forecasting) - asset management business plans - equity/debt pitch decks - investment committee (IC) memorandums - leasing/sales comps, research and market analysis C&I - spreading and common sizing financials - industry financial ratio analysis - executive loan committee (ELC) memorandums - negotiating term sheet and procuring loans General: - business pro forma - business plans - project and company presentations - market analysis Tutoring: - banking resume writing and editing - technical and fit interview coaching - university level finance, accounting and real estate courses
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Reporting
    Accounting
    Microsoft Office
    Business Plan Writing
    Construction
    Commercial Lease
    Pitch Deck
    Research & Development
    Private Equity
    Relationship Management
    Asset Management
    Underwriting
    Microsoft Excel
    Financial Analysis
  • $120 hourly

    • 4.8/5
    • (117 jobs)
    I'm a passionate startup coach with 16 years of experience as a founder (having launched 4 businesses myself!). I leverage my experience and an Ivy League education (Cornell University) to guide you, from initial ideas to securing funding. I've built hundreds of pitch decks, business plans, and financial models for clients on Upwork and beyond. I'll provide a reality check and the tools to make your dream a business. My toolbox: Lean Startup methodologies, proven pitch deck formats (Y Combinator, Sequoia), business model canvas, design thinking, marketing personas, and financial forecasting. Let's collaborate: We'll start with a free discovery call to understand your goals. Following that, I'll send a proposal outlining deliverables, timelines, and fees. Once approved, we'll work together virtually, refining your plan step-by-step. My mission: Your success is mine. I'm here to help you launch your current venture and prepare for future ones. Let's chat!
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    B-2 Visa
    Work Visa
    Business Valuation
    Startup Consulting
    Financial Report
    Financial Management
    Microsoft PowerPoint
    Business Modeling
    Presentation Design
    Business Development
    Business Plan
  • $69 hourly

    • 4.8/5
    • (486 jobs)
    As a corporate CFO, Wall Street banker, Director of Equity Research and senior bank lender who has worked in the US, Europe, Asia and Latin America, I have extensive experience with funding for companies in a wide variety of industries. As a result, I know what a serious investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will even consider providing you with the money you need to build your business. In close collaboration with you I will create these documents and the financial forecasting/budgeting tools you, your investors or your banker require. (A due diligence review by an angel investor group of a recent client's application package said it was "...one of the few combinations of documents that we reviewed from a potential client where all components of a well-thought out business model were present.") Whether you need only a detailed financial model or both a model and full business plan or investor presentation package (including pitch deck, cap table, etc.), you can see samples of previous projects in my Upwork profile. I will build your Microsoft Excel-based financial model using my very robust and fully customizable proprietary template. This template, developed over many years of real world use, helps assure your own forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Excel, let me know and I'll arrange access for you while we work together.) When your financial model is complete, you will be able to change any assumption in the Model and the effects of that change will instantly flow throughout all elements of the Model. Any user can easily test all of the financial effects of any assumptions about revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity and debt. You or your investor/banker can use the model to easily do unlimited "What If?" testing, sensitivity analysis or breakeven analysis. (Let me know if you will require inventory tracking or a balance sheet. Most companies I work with do not and it is not included in my project pricing unless you specifically request it.) For the text and graphics (charts, pictures, tables, etc.) in your plan, presentation or pitch deck I will use Microsoft Office software. (If you need specific advanced graphic skills for your document(s), you will need to hire a specialist graphics person.) Typically, the time needed to complete a detailed corporate financial model for one product in one market is about 15 - 18 work hours (add about 20% - 25% for a start-up, subscription-style revenue, a balance sheet or inventory management). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires 15 - 25 hours of work over three to six weeks to create, depending on how quickly you can respond to my daily questions during the project, the complexity of your business, how much text you add to the business plan versus how much original text I have to create, etc. If you are planning to create a new company whose industry you have no experience in, the time required for completion will typically be greater than for an established company with existing operations. I can begin work on your project as soon as you wish once your payment method is verified by Upwork. If you would like me to sign a non-disclosure agreement (NDA), that is not a problem. If you need a pitch deck, that will flow easily once your business plan or investor presentation is complete. My basic average hourly rate is $69 - $89/hr., depending on the complexity of the work required. Minimum Charges: Per Project - 4.0 hours; Per Work Session: 10 minutes. Premium for urgent completion (8 calendar days or less): 30%, 48-hour Rush Projects: 100% premium. All of my work time, including all phone conversations with you regarding your project, will be tracked by Upwork's software and reported to you by Upwork each Monday. If you are not well-versed in finance or accounting, I will be happy to explain everything to you as we go. That will be very important to your effort to raise money, as your banker or investor(s) will require that you fully understand all of the details of your business. I am committed to your complete satisfaction and will gladly make minor changes to my work within 14 calendar days of completion and closure of the project on Upwork at no additional cost to you. So, let's talk! I am usually in the US Eastern time zone and available to discuss your project at your convenience. I'm happy to have an initial consultation at no cost to you. Will Lyons
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Executive Summary
    Business Proposal Writing
    Business Planning & Strategy
    Business Writing
    Business Plan
    Financial Analysis
    Business Analysis
    Business Valuation
    Business Modeling
    Financial Report
  • $150 hourly

    • 4.9/5
    • (164 jobs)
    I help entrepreneurs get from their current state to some desired future state. I run a business consulting firm called The Business Sherpas because getting to a successful outcome is a lot like climbing a mountain. It's always a tricky endeavor with lots of ways to go wrong, but if you have a guide, then your chances are greatly improved. Business is my mountain, and I know it like the back of my hand. I can help you with Strategy, Planning, and Execution. I use the fact-based, analytical approach used by the major consulting firms, but bring a more personalized touch for small and medium businesses. Businesses need different types of help. Sometimes that's strategy work like business plans, financial models, and go-to-market strategy, sometimes that's operational help like being a fractional COO or project management, and sometimes it's finding the right expert in a functional area to help you with one aspect of your business. I have been helping companies for 10+ years. From startup to Fortune 100, from no revenue to millions, I've helped them all, and I can help you. About me: • trained software engineer of 20 years • management consultant of 10+ years • serial entrepreneur • MBA, University of Chicago, Booth School of Business • Financial and Business Modeling Cert. - Wharton • Tech Entrepreneurship Cert. - Stanford • Data Science Cert. - Johns Hopkins In addition to my consulting work, I have also been on the founding team of several startups - two of them tech based, and mentor a number of others. You can have confidence that my advice and help is based on real world experience, not just theory. Contact me if you need help. My initial consultations are always FREE because I want to be sure I am the right fit for your situation. I generally also charge a fixed fee for my services so you know ahead of time what the project will cost and whether it fits in your budget. No surprise invoices from me! Business consulting services include: • Business Strategy • Financial Modeling • Marketing Strategy • Go to Market Strategy • Project Management • Business Plans • Pitch Deck Some of my past large clients include: • JP Morgan Chase • Aetna • ADP • 3M • Mural Past projects in the following industries: • Healthcare • Renewable Energy • E-commerce • IT Services • Financial Services • Logistics • CPG • SaaS • Insurance • Hi Tech • Non-profit • Beverages • Software • Mobile • Cosmetics • Blockchain
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Market Research
    Marketing Strategy
    Management Consulting
    Corporate Strategy
    Startup Consulting
    Business Modeling
    Process Improvement
    Product Design
    Product Management
  • $45 hourly

    • 4.9/5
    • (91 jobs)
    "My books are a HOT mess!".. "I have no clue what I'm doing in QB."... "I just need to hand this thing off to someone who knows what they're doing"..."OMG, I need to fix my finances for my CPA!" These comments have been the start of some of the most magnificent and fruitful client engagements I've had here on Upwork. The clarity, relief, and satisfaction they find after working with me for just the first 2 weeks is why I do this :) My specialty the CLEANUP of books, specifically for service providers and freelancers. This is MY "art" and what gets me into "zone". The result: a crispy clean set of books that gives you 100% clarity of where your business stands financially. And then once trust is built, this normally leads to a systematic monthly bookkeeping service to keep things in order. Some credentials: 15+ years crunching numbers QuickBooks Online ProAdvisor - Gold Partner Enrolled Agent (a license from the IRS for tax expertise) Certified Professional Bookkeeper- Universal Accounting School B.S. in Finance and Masters degree in Management Info Systems Business Ownership - School of Hardknocks :) Relevant Reviews: "Luis is awesome! He exceeded the job, worked super fast, and his customer service is superb. Accounting can be daunting but he makes it approachable and takes care of the small stuff so you can focus on what matters most. I'm looking forward to continuing my relationship with him. Highly recommend if you're looking for bookkeeper/accountant. :)" - Oscar (Upwork client) "Luis has been amazing! highly experienced, responsive and has a proactive approach to work." - Hicham (Upwork client) ------------------------------------------------------------------------------------------------------------- So... If you're like most of my clients, you despise this part of running a freelance or agency business. OR....Maybe you're the type that actually appreciates accounting, the language of business that tells the story behind the numbers. But you're looking to outsource that piece to someone you can trust so that you can focus on the never-ending bigger picture tasks. Either way, working with someone who knows his stuff but can communicate it in a way that helps you gain CLARITY, not confuse you even more, seems like a no brainer, doesn't it? That's where I come in. So if you're ready, how about a quick chat to discuss your needs in more detail and if/how I can fulfill those needs. And to reduce your risk and make your decision even easier, we can start off with a smaller project where I simply take a 2-hour deep dive into your current books and business model and report back to you on my findings and suggestions on how to move forward. This "Financial Health Check" alone provides so much clarity that you'll actually feel EXCITEMENT over bookkeeping.. really! So let's go! Send me a quick message letting me know what your situation is... Hope to talk soon!!
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Data Analysis
    Financial Analysis
    QuickBooks Online
    Account Reconciliation
    Microsoft Excel
    Accounting Software
    Intuit QuickBooks
    Bookkeeping
    Bank Reconciliation
    Budget Management
  • $75 hourly

    • 5.0/5
    • (14 jobs)
    Solve problems and save time with Google Sheets/Apps Script solutions. Forms ✽ Calculators ✽ Analytics ✽ Reports ✽ Automations ✽Scripting ✽ Dashboards I've built spreadsheets to manage almost everything from scheduling to sales processes to fitness and health. We can start with a template from my library or develop a fully customized solution from scratch for your needs. Or maybe you need help cleaning up or optimizing a prior project - I can fix or update what was done previously. My work focuses on: ❯ Usability ❯ User error prevention ❯ Attractive design ❯ Scalability ❯ Easy future updates ❯ Thorough testing My goal is to create the most efficient and cost-effective solution for you with simplicity in mind. Message me to discuss your project and how we can make it work with your budget.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Google Apps Script
    Spreadsheet Macros
    Marketing Analytics
    Sales Analytics
    Financial Analysis
    Automation
    Data Analysis
    Product Management
    Google Sheets
    User Experience
    Usability Testing
    UX Writing
    Microsoft Excel
    Technical Documentation
  • $150 hourly

    • 5.0/5
    • (66 jobs)
    I have over 18 years of experience and I have been a Certified Public Accountant (CPA) since 2005. I have worked as a Chief Financial Officer (CFO) for years, and consult for many businesses, to help with strategic planning and advice, tax preparation, accounting, bookkeeping and financial accounting. I have worked with businesses from small startups to large established companies. I have a team of CPAs and experienced accountants who work with businesses in a variety of industries including e-commerce. You can visit us at AverkampCPA.com and view our Google Reviews for additional references. Some of my work experience and qualifications at a glance: - Venture Capital CFO - High Net Worth Tax Planning and Corporate Tax Returns - Private Equity (Real Estate) Senior Controller - Audit Manager at KPMG - Performed US GAAP and IFRS Audits - Certified Public Accountant +17 years - Masters Degree in Accounting - Bachelors Degree in Accounting - Bachelors Degree in Finance Some of my specialties include: - Assisting start-up companies with fundraising, pitch decks, term sheet negotiations, and due diligence. - Performing financial analysis and due diligence on potential investments and analyzing companies at various investment stages (Seed Rounds to IPO). - Private company valuations under US GAAP ASC 820. - Working closely with CEOs and other executives on strategic planning and deal analysis. - Assistance with streamlining accounting and back office processes and procedures. - Leading teams ranging from 3 to +30 staff members. I look forward to helping your company succeed! Contact me today.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Taxes
    Corporate Tax
    Investment Strategy
    S-Corporation
    Investment Banking
    Financial Accounting
    Venture Capital Consulting
    CPA
    Business Valuation
    Mergers & Acquisitions
    Fundraising
    Fund Accounting
    Intuit QuickBooks
  • $80 hourly

    • 4.9/5
    • (12 jobs)
    Maximize your business's profitability and drive success with my decade of expertise in financial analysis and modeling. I have successfully helped numerous brands and retail businesses overcome challenges such as limited financial insights, uncertainty regarding profitability, pricing struggles, and difficulties with cost tracking. Let me create tailored financial models and provide data-driven insights that will empower you to make informed decisions and achieve your business goals. 📌 Are you grappling with these challenges? ❌ Limited critical financial insights affecting confident decision-making? ❌ Uncertainty surrounding profitability and cash flow? ❌ Struggles with setting competitive service prices while ensuring profitability? ❌ Challenges with precise cost tracking and profitability analysis across varied service offerings? 🔍 Here's what I offer: ✅ Clear insights into your financial landscape, bolstering informed decision-making. ✅ Comprehensive financial analysis and verification for unmatched accuracy. ✅ Customized financial models and data dashboards designed to sync seamlessly with the unique requirements of your service-focused business. ✅ A commitment to your business's success as a dedicated financial ally. 💼 With over a decade of experience in accounting, finance, and data analytics, I consistently deliver impactful insights. My specializations include financial modeling, data-driven decision-making, and software integrations. I have championed numerous major projects, including the consolidation of multi-entity financials and the launch of sophisticated data dashboards, all leading to more streamlined operations and growth for clients. 🌟 My unique offerings include: 1️⃣ Seamless integration of varied financial software, guaranteeing data accuracy and actionable insights. 2️⃣ Direct experience with multi-entity financial consolidation and cutting-edge data dashboard creation in PowerBI. 3️⃣ A proven legacy in financial modeling, forecasting, and strategy, enriched by a decade-long association with renowned institutions such as Merrill Lynch and Kroger Co. 🗣️ Feedback from clients: 📍 "Jedediah answered my complex questions thoroughly, often offering various methods, presenting me with valuable options." 📍 "We consistently make the right choice with Jed. He truly understands financial data and always finds ways to enhance our understanding of our data points. His professionalism assures us that collaborating with him on projects is a smart decision. We're eager to continue leveraging his expertise in the future." 📞 Ready to revolutionize your financial analysis and maximize profitability? Don't hesitate, book a consultation now! Keywords: Fractional CFO, Service Brands, Retail, Financial Analysis, Financial Modeling, Forecasting, Profitability, Data-Driven Insights, Cost Tracking,
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Python
    Microsoft Power BI
    Financial Planning
    Business Analysis
    Xero
    QuickBooks Online
    Forecasting
    Financial Analysis
    Microsoft Excel
    Bank Reconciliation
    Accounting
    Chart of Accounts
  • $100 hourly

    • 5.0/5
    • (1 job)
    Successfully completed 150+ Business Plans, Financial Forecasting, and Pitch Presentations. Resulted in securing over $125 million in VC capital and facilitating 50+ successful VC investments. *** MBA with solid knowledge in Startups, SaaS, FinTech's , Insurtech's , BlockChain, Artificial Intelligence, Retail & Real-Estate Investment Businesses *** 25+ years of experience in creating Business Plans, Startup Plans, Business Strategy, Feasibility Study, Investor Pitch Decks, Financial Projections (Financial Forecasting), Products & Services Pricing models, Services / Products specs/definitions, marketing strategies and plans, sales strategies and plans, and company & product launch plans. I’ll work with you “hand in hand” to develop your business strategies and write plans that provide positive results. Main services: • Service and product market assessment • Service and product pricing plan • Business Feasibility study • Business Plan • Marketing Strategy • Sales strategy • Business expansion strategy. • Financial forecasting • VC “Venture Capital” Pitch deck (based on a well-developed plan) • Branding ideas (Plus digital art / logo) • Value proposition • Vision & mission statements • Enhance your corporate business processes • Automate your corporate business processes • Provide IT related NDA and Non-Compete contracts (Plus more). • Write Job descriptions and help interview candidates • Feasibility study • Coach founders and management teams • Raising capital Some Major Accomplishments: • Fast food chain business: Successfully enhanced the chain business income, and stopped all losses, and increased the overall income by 125%! • IT Services business: Successfully audited the business plan for an IT business in Atlanta, GA and converted their monthly losses into pure profits! • Started an IT services company, and expanded the business globally “Digital Analytica Inc.” . • Founder and CEO of a software company in the Silicon Valley. Successfully closed major deals with FORTUNE 500 companies. Why me? • Successfully Started multiple IT related corporates in the Silicon Valley • Trusted by many well-known corporates, and currently serving as Technical Advisor to : The Phillips Group. • Successfully created analysis reports to top tier / Forture-500 corporations in the USA and UK. • Successfully created multiple business plans for multiple “Successful Startups” • Successfully created multiple feasibility Plans for multiple “Successful Startups” • Elected a Judge for the InsureTech Innovation Rewards. • Selected as a Speaker in the Startups domain in many Global events; such as: Seamless • MBA Graduate with an emphasis in Global Business Strategies.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Planning
    Financial Projection
    Pitch Deck
    Sales Strategy
    Business Coaching
    Management Consulting
    Business Plan
    Corporate Strategy
    Business Writing
    Brand Consulting
    Startup Consulting
    Business Modeling
    Marketing Strategy
  • $70 hourly

    • 5.0/5
    • (3 jobs)
    I have 12+ years of Big 4 and Elite Boutique Audit, Financial Accounting, Capital Markets Accounting Advisory, Transaction Advisory / M&A, and Strategy & Implementation Management Consulting experience. My consulting experience includes engagements ranging from financial due diligence and legal due diligence, quality of earnings, interim CFO engagements, financial modeling, and process analysis, redesign/re-engineering & process improvement/overhaul. I have experience with dozens of Fortune 100 & 500 companies, private equity groups, and investment banks. I have also worked with small private companies and startups both in consulting and audit/IPO readiness engagements.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Business Process Modeling
    Private Equity
    Business Valuation
    Management Consulting
    Financial Audit
    Strategy
    Financial Analysis
    Balance Sheet
  • $80 hourly

    • 4.9/5
    • (20 jobs)
    (Total hours worked only shows hourly contracts, not hours dedicated in projects. Value/hour is discounted price) Business consultant and project finance expert., with over 20 years experience with startups and small businesses in an array of industries. Worked in consulting for Accenture and other multinational companies and startups. Focus areas: Small and Medium Enterprises & Start-ups in diverse industries. Project Finance: Strategically and operationally experienced project finance expert. I can assist you in linking strategy with operations and project finance. STRATEGY CONSULTANT: Strategic brainstorming & planning, product strategy, business model, financial modeling, company building, establishing objectives & key results (OKRs), and board of directors. FINANCIAL MODELLING: Every good strategy needs a sound financial model and forecast. I can deliver financial models that are scenario based and with dashboards for revenue, analysis, ROI, IRR, risk. I can assist you with planning, forecasting, and doing operating budgets, CAPEX, acquisition analysis, and pro formas. BRIEF BACKGROUND: Bachelor's degree in Business. Extensive experience with new business ventures, both as an employee and as an entrepreneur. Whether you are starting a business, planning on expanding to new lines of business, or need someone in the day-to-day operation, I have the necessary skillet and business acumen to accompany you throughout the process. Upwork rate is discounted, given lower rates generally offered in Upwork. Thank you.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Business Cases
    Startup Consulting
    Business Consulting
    Financial Projection
    Financial Management
    Business Management
    Financial Planning
    Cash Flow Modeling
    Business Plan
    Process Design
  • $100 hourly

    • 5.0/5
    • (24 jobs)
    As a TOP RATED and HIGHLY RESPONSIVE Real Estate Freelancer, I specialize in providing Commercial Real Estate Consulting and Underwriting Services for Multifamily, Office, Medical Office, and Retail properties. With over three years of experience as a Private Equity Real Estate Analyst and two years as a Private Consultant, I offer valuable insights and analysis that help clients make informed investment decisions. Using specialized tools such as advanced Microsoft Excel, CoStar, Real Capital Analytics, and Esri Business Analyst, I paint a clear picture of markets and properties, giving my clients the information they need to succeed. My 100% client satisfaction rating speaks to my commitment to providing the most significant benefit for the lowest reasonable cost. I am highly responsive to my clients' needs and work tirelessly to ensure their questions and concerns are addressed promptly. My communication skills have been praised by clients, and I am confident that I can deliver exceptional results on any project. If you're looking for a skilled and experienced real estate freelancer who can help you achieve your investment goals, look no further. Let's work together to make your next project a success!
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Real Estate
    Visual Basic for Applications
    Real Estate Financial Modeling
    Microsoft Excel
    Financial Analysis
    Underwriting
    Argus
  • $50 hourly

    • 5.0/5
    • (3 jobs)
    With a deep foundation in both monetary economics and financial markets, I’ve developed a keen understanding of how banking systems, liquidity management, and risk pricing shape global and domestic finance and investment landscapes. My expertise spans key areas such as direct and indirect finance, shadow banking, credit derivatives, and central banking, which I apply to my work in financial analysis and investment strategy. I put a focus on liquidity management, capital allocation, and intermediation in the banking system, to provide insights into market movements and investment opportunities. By integrating key financial concepts and understanding the relationship between liquidity constraints and price formation, I’m able to evaluate how global events, such as shifts in central bank policies or fluctuations in capital markets, impact asset prices and investment portfolios. This combination of academic rigor and practical application allows me to help clients and organizations navigate complex financial environments with informed decision-making and strategic foresight, particularly in areas such as portfolio management, asset allocation, and risk mitigation in both domestic and international markets.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Valuation
    Business
    Financial Analysis & Valuation
    Mergers & Acquisitions
    Financial Statement
    Corporate Finance
    Risk Analysis
    Capital Markets
    Microsoft Excel
    Ecommerce
    Investment Banking
    Investment Strategy
    Economics
    Private Equity
  • $50 hourly

    • 5.0/5
    • (21 jobs)
    Masters in Management Studies from top 15 U.S. Business School (Accounting, Finance, Economics, Statistics) Professional Corporate Financial Analyst (FP&A) Advanced Skills in: -Finance and Data Analysis -Budgeting, Modeling, Forecasting, Pro Forma Creation -Personal Budget Creation -Microsoft Excel (Pivot tables, Macros, VLOOKUP, etc.) -Google Spreadsheet
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Research & Strategy
    Spreadsheet Software
    Corporate Finance
    Financial Analysis
    Data Analysis
    Data Entry
    Writing
    Finance & Accounting
    Financial Accounting
    Microsoft Excel
  • $75 hourly

    • 5.0/5
    • (4 jobs)
    Hello! Welcome to my professional profile. I am a finance expert and fundraising consultant who helps companies raise money by doing the following: - Building comprehensive financial models used for fundraising. - Creating pitch decks that complement my financial models and business plans. - Writing detailed business plans. Although my current focus is technology (SaaS), I have experience across other industries including investments, commercial banking, manufacturing and healthcare. I have solid educational credentials graduating from the Yale School of Management with an MBA (Finance concentration). In addition, I earned the CFA designation in 2007. My work experience in finance spans several areas and makes me a strong generalist able to quickly pick up on any project with very little guidance. My areas of expertise include: - Financial Modeling/Analysis: While working at world class financial institutions (Bank of Montreal, ABN Amro, KBC Bank, Barclays Bank) and as a consultant I built dozens of comprehensive financial models used for a variety of purposes including investment due diligence and to help syndicate transactions. As a fundraising consultant I have helped companies along the growth spectrum (Seed to Series B) raise funds to fuel their growth. I don't just build models but also strive to understand businesses and their strategies to help me provide a clear picture of the business to key stakeholders. - Investing/portfolio management: My experience in the investing field spans investment analysis to portfolio management. At Bank of Montreal I was a Portfolio Manager and managed fixed income portfolios in excess $1 bln. - Credit products and analysis: I have a deep understanding of various credit products including project finance loans, distressed debt products, US-based investment grade/high-yield bonds and emerging market debt. I am a team player and enjoy constantly updating my skill set to meet your project goals. I conduct myself with a high level of personal integrity and use creative approaches to solve problems. I am confident I will be able to help you meet your goals and look forward to discussing your project and meeting your team! A detailed CV available upon request. Thanks for considering my application! Regards, Ed Simpson
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Spanish to English Translation
    Proofreading
    Castilian Spanish
    Research & Strategy
    Accounting Principles & Practices
    Forecasting
    Business Analysis
    Financial Analysis
  • $50 hourly

    • 5.0/5
    • (4 jobs)
    I am a former private banker and petroleum engineer experienced in bookkeeping for small and medium-sized businesses. Freelance bookkeeping emerged as my next career destination, allowing me to leverage my proficiency in data analysis, legal compliance, and financial management. My objective is to assist businesses in maintaining impeccable financial records, enabling them to make informed decisions, meet compliance standards, and thrive financially.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    QuickBooks Online
    Financial Statements Preparation
    Financial Statement
    Financial Consulting
    Financial Analysis
    Microsoft PowerPoint
    Microsoft Word
    Business Management
    Account Management
    Light Bookkeeping
    Microsoft Office
    Intuit QuickBooks
    Microsoft Excel
    Bookkeeping
  • $150 hourly

    • 5.0/5
    • (144 jobs)
    If you have any business problem, I can quickly provide a solution for a fair, flat, and predictable rate. I am a Top Rated Plus and Expert-Vetted freelancer (the highest expression of appreciation for distinguished achievements and contributions by individuals at Upwork)! I am a Ph.D. in Econometrics (Master in Statistics), with a broad knowledge of finance, a former Morgan Stanley trader, high-skilled programmer, totaling more than ten years of business analysis and financial modeling, as a consultant. From Excel or Google Sheets formulas to complex VBA or Google Apps Script algorithms, I am the answer to your issues. Services provided ✅ Financial forecasting and projections ✅ Financial projections for SaaS, e-commerce, restaurants, gyms, SPAs, saloons, education & training, healthcare, real estate, power utilities, media & entertainment, transportation, manufacturing, etc ✅ Cash flow analysis ✅ Financial plans for Startup ✅ Budgeting & short-term financial plans ✅ Business valuation models ✅ Equity valuation models and equity research projects ✅ Financial models mergers & acquisitions ✅ Capital projects feasibility analysis based on IRR, NPV, payback period, etc Remote CFO ✅ Dashboards in Geckoboard, Excel, and Google Spreadsheets ✅ Various types of reports and dashboards (Xero, Quickbooks, etc) 💻 Skills and Expertise: ✅ Advanced Excel ✅ VBA programming ✅ Access ✅ Smart Sheets ✅ Google Sheets ✅ Python ✅ Power BI ✅ Tableau ✅ Dashboards ✅ Market Analysis ✅ Data Analysis ✅ Generative AI 📖 Education MIT specialization in Machine Learning Ph.D. in Economics Master’s in Statistics Bachelor's in Engineering Principal Data Scientist (PDS™, DASCA)
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Microsoft Power BI
    Scripting
    Google Analytics
    Project Management
    Data Analysis
    API Integration
    Looker Studio
    Tableau
    Microsoft Excel
    Statistics
    Data Science
    Machine Learning
    Python
    Deep Learning
  • $150 hourly

    • 5.0/5
    • (3 jobs)
    Strategic thinker with strong technical skills and experience in finance and mergers & acquisitions. Love to work with clients and advise on growth and strategy challenges with a creative approach
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Corporate Finance
    Business Development
    Business Plan
    Valuation
    Mergers & Acquisitions
    Strategy
    Financial Analysis
  • $100 hourly

    • 4.9/5
    • (54 jobs)
    Hello, my name is Luciano Perdomo, and I am a financial modeling expert. I am passionate about helping businesses grow, learning from my clients, and giving them the financial tools they need to succeed. Popular Services Provided: Three-statement models Discounted Cash Flow (DCF) models Leveraged Buyout (LBO) models Cash flow models Pricing architecture models Sensitivity analysis Company restructuring analysis Cash burn analysis Break-even analysis Product and customer-level sales analysis Competitor / Comparable analysis and research for company valuations It would be an honor for me to be considered for your project. Please feel free to message me with any questions, concerns, or inquiries about my background and experience. Kindest regards, Luciano
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Market Research
    Business Development
    Market Analysis
    Business Writing
    Strategy
    Market Planning
    Business Presentation
    Industry Research
    Business Consulting
    Financial Analysis
    Due Diligence
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