Hire the best Financial Modelers in the United Kingdom
Check out Financial Modelers in the United Kingdom with the skills you need for your next job.
- $100 hourly
- 4.9/5
- (23 jobs)
10+ years of experience in finance and startup advising. I raised USD 30+ M for various start-ups. MBA in Finance from the University of Cambridge and CFA Level I in Pursuit 👉 I value businesses meticulously using the relevant valuation techniques. 👉 I craft financial models that give you and your investors key insights about your business. 👉 I write pitch decks that raise funds. 👉 I conduct market research that distills key data for your business planning efforts. I look forward to delivering your project at your highest satisfaction within your budget and timeline.Financial Modeling
Pitch DeckMarket ResearchPitchbookEntrepreneurshipGrowth StrategyPrivate EquityBusiness ManagementVenture CapitalFinancial AnalysisManagement Consulting - $40 hourly
- 5.0/5
- (5 jobs)
I am a professional, hard working and experienced Finance Business Partner who has also been working in the Health and Wellness industry offering my clients nutritional and health support alongside my Finance work for an Insurance company. As a Finance Business Partner, I support the business in reaching their goals by providing appropriate challenge, insight and analysis. I have nine years of post qualification experience and my strengths include collaborating across various levels within the business with excellent communication skills. Alongside my regular financial reporting responsibilities, I have worked on many projects providing financial modelling and support have lead activities such as the corporate planning process. As a Health and Wellness Advocate, I have a passion to help people to introduce healthier habits into their day to day lives without it being too overwhelming and onerous. I provide coaching support to ensure my clients maintain motivation and to help them feel the best versions of themselves!Financial Modeling
SAPCost PlanningExpense ReportingHealth & WellnessFood & BeverageProject AccountingCoachingBusinessFinance & AccountingFinancial ReportingNutritionMeal PlanningAromatherapyFinancial Analysis - $60 hourly
- 4.5/5
- (19 jobs)
I have worked as a global start-up consultant and venture capital advisor for over ten years. I have particular experience in the Middle East, US, and Asian regions for growth strategy and investing, and I can provide all consultancy services to help you get your business from the idea stage to Series A. An experienced technical and financial ghostwriter who has worked with entrepreneurs, business leaders, large international companies, SMEs, and start-ups. I work with experts in their field and write books for them based on their area of expertise. I have written about business, finance, investing, diet, fitness, psychology, and many more subjects. As a business owner myself, I understand the importance of exceeding expectations and delivering quality work. I look forward to hopefully working with you soon.Financial Modeling
PitchbookContent Marketing StrategyLean StartupFinancial PresentationVirtual AssistanceBook WritingStartup ConsultingBusiness ConsultingPresentation DesignGhostwritingBusiness Planning & StrategyVenture Capital ConsultingBusiness Plan WritingTechnical Writing - $65 hourly
- 4.6/5
- (3 jobs)
I'm an experienced investment professional with core expertise in Infrastructure Finance, Cross-border Investments & Corporate Strategy.Financial Modeling
Government & Public SectorProject FinanceManagement AccountingManagement ConsultingFinancial Analysis & ValuationBusiness Planning & StrategyBusiness AnalysisInvestment ResearchCorporate FinanceStrategyFinance - $40 hourly
- 5.0/5
- (150 jobs)
I am an Accountant, Financial Modeller, and Automation Expert for Windows & MAC (Excel & Access, Outlook, PowerPoint) primarily using VBA, SQL, Google Sheets, Slides & Docs, and Python. I have produced hundreds of automated spreadsheets, databases, and IT solutions for clients over the years since 2005. I've been a professional Excel Financial Modeller and VBA Developer since 2005, working with numerous accountants and actuaries to produce mainly VBA automation tools and integrated financial models. I have also written a number of business plans for start-ups over the years and secured funding for them. In 2009 I produced my own Excel-based financial forecasting software (FD4Cast) which allows users to quickly build dynamic integrated financial models driven by VBA, and which got ICAEW approval as an accredited software platform. Since then I have built many dynamic, customised models for the Construction, Healthcare, FMCG, Automotive, Entertainment, and Financial sectors, but also completed many varied (non-financial) automation solutions for clients where the needs have been complex. I work well under minimal supervision and I always provide excellent support for previous projects where needs may have changed and modifications required.Financial Modeling
Apache HadoopAccountingHive TechnologyMySQL ProgrammingAccounting SoftwareMySQLMicrosoft ExcelSQLScalaBig DataR - $75 hourly
- 5.0/5
- (28 jobs)
Tailor made Microsoft Excel Models built to last Model Any Situation perfectly and with the least user input. Whatever set-up you need, reach out and let's get you working. And all the other stuff about me Free Hour video consultation to discuss your project, through MS Teams - send me a message with your availability and email address we can set one up quickly. Upwork Discount: I provide a substantial discount on my standard rate when booked through upwork Microsoft Excel Expert Business Intelligence Reporting Analyst I am a Buckinghamshire (not far from London, England) based data analyst with over 20 years of professional experience working on analysis and reporting projects. I specialise in delivering bespoke reporting and data-management functionalities on projects both large and small. Originally educated at both Eton College & Oxford University as a Scientist (specially Biochemistry - multi-layered systems of chemical pathways more complex than found any business) I have become well versed in creating highly complex integrated databases which can be easily maintained and reduce user error. I have significant experience in automation of financial and not financial reporting information. Projects vary in size and scope; however, using my experience in Business, Finance, and Science I am able to quickly identify what you really need to achieve the result you desire. Stop saying to yourself "there must be a better way" and instead let me find it for you! Marginal gains or step-change, just get in touch. Whilst there are many issues I can fix, here are some in which I am most in demand. A: Automation/Visualisation of Reporting Financial Month End, Utilisation Statistics, In-depth reporting - whichever and whatever it may be I am here to help - you can either tell me what you currently do, and I can develop a solution to give live or periodic data at the touch of a button. (Specialities: Microsoft Power BI, Microsoft Excel, SQL, Oracle, + many more besides) B: Automation of Process Process design is key to any excel or database system, often simply moving fields into a different order can pay dividends in speed of input and reduction in errors. C: Simplification of Data Entry Often repetitive tasks can be automated and drive not simply business efficiency, but improved data collection and interrogation. I can use my years of experience to find the best way to let your users spend their time in the most productive fashion. D: Data cleanse As I have so many formula to choose from if you provide data to me, in most formats, I can identify formulae to cleanse and separate information into appropriate fields. Core Competencies: Specialist in Microsoft Excel, Microsoft Power BI, PowerPivot, Know & Transform, PowerQuery SharePoint, OneDrive Data Visualisation Data Cleanse Integrated Reporting Systems / Enterprise Reporting Systems Excel sheets to maintain monthly reporting Budgeting/Forecasting/Planning Purchase Order (PO) SystemFinancial Modeling
ForecastingAutomationMicrosoft Power BIFinancial AnalysisPower QueryData AnalysisMicrosoft Excel PowerPivotPresentationsFinancial ReportingMicrosoft Excel - $75 hourly
- 5.0/5
- (24 jobs)
🥇Over $375m raised across deals with funding success rate >90% 🥇75+ Investment Advisory Clients; AUM $3 billion average 🥇20+ Years of Qualified IB and VC/PE Experience in London, US, Canada and Europe 📈With over 60 years of combined experience, our team has demonstrable expertise in connecting entrepreneurs with funds, and investors with opportunities - scroll down to read just some of our glowing testimonials. Sector Specialities: 🌲Cleantech and Net Zero,👩💻Tech (Mining, Advertising, Marketing, HR, SaaS), 💡Renewables & Energy, 🛒eCommerce, 🎬Media, 👨🏫Consulting Top benefits noted by Entrepreneurs 🎯Cost-effective access to experienced CFOs 🎯Increased success in fundraising efforts 🎯Smoother transition from start-up to scale-up 🎯Financial models that bring clarity and confidence 📈Fractional CFO services include financial planning and analysis (FP&A), budgeting and forecasting, cashflow management, strategic planning and risk management, accounting and bookkeeping, and financial reporting. Top Strategic Clients: 💼Big Four (Deloitte, PWC) 💼Sequoia 💼BP Ventures 💼Unilever 💼Boost&Co 🏆“We were extremely pleased with the service received and for Jamie’s support through each stage of the process. Having grown the business from start-up it was critical for us to find the right partner to move forward with. Key to this was Jamie’s deep knowledge of the cleantech venture capital markets and his ability to introduce us to a number of potential investors who shared our enthusiasm and ambition for the market opportunity. We are extremely pleased to have CGF and Gulf as strategic investors and we look forward to hopefully working with Jamie again in the future” - MS, Indra Renewable Technologies 🏆 “We have worked with Jamie on a number of investment opportunities and his perspective continues to be a valuable asset for the Group; he is one of those rare straight-talking advisors who balances world-class business modelling, a critical, commercial mindset, and some good humour. All deliverables were created on time and within budget. Without hesitation, I would recommend Jamie and his team to leaders of any high-growth organization that wants to innovate and drive change – but needs capacity, expertise or both.” - AA, Meridian Media (Neom SPV) 🏆“Jamie did an outstanding job in helping us develop and articulate our strategy and operating model. His data-driven, insight-led approach allowed us to better position our overall business vs. our competitors, and his outputs were crisply presented, content-rich, and to the point. We especially valued Jamie's hands-on approach and highly collaborative working style, which made for a fun and engaging project. I would definitely recommend Jamie to anyone seeking a genuinely fresh perspective on their business from what I see as a tier-1 strategy boutique.” - QS, Modo Energy 📝NEXT STEP: I would be happy to talk to you about how I can assist you as a business owner or investor. Please send me a message and we can start the conversation. Reachable at jamie@corby.associates. Calendar at tidycal.com/corbyandassociates/newenquiryFinancial Modeling
CommercializationVisualizationAcquisitionsFinancial ReportingStrategic PlanningFundraisingCompetitive AnalysisBusiness PlanMicrosoft PowerPointBusiness Valuation - $25 hourly
- 5.0/5
- (15 jobs)
With a global clientele exceeding 100 satisfied clients, my three years of experience spans across Accounting, Bookkeeping, VAT, Financial Analysis, and Financial Modeling. I am a proud Affiliate of the Association of Chartered Certified Accountants (ACCA) in the UK, and a XERO Certified Advisor, with a deep passion and expertise in the accounting industry. Struggling with Receipts and Bank Statements? Let a Professional Handle Your Finances: Imagine reclaiming your time while a skilled professional manages your finances with precision. By hiring an accountant, you ensure that your financial matters are handled efficiently, leaving you free to focus on what you do best. Comprehensive Financial Plans Include: Start-up Summary Sales Forecasts Projected Profit and Loss Balance Sheet Cash Flow Statements Break-even Analysis Detailed Charts and Tables CAPEX Planning NPV-IRR-ROI Analysis Interactive Dashboards Ratio Analysis Specialized UK Tax Return Services: Preparation of Accounts for Companies, Partnerships, and Individuals VAT Return Preparation Corporation Tax Returns Self-assessment Tax Returns HMRC Enquiry Management Xero Software Utilization Annual Account Filing Company Registration VAT Registration and Returns Comprehensive Bookkeeping Payroll Services and More for UK-based Clients Expert in Leading Accounting Software: I specialize in QuickBooks Online, Wave, XERO and Zoho books Accounting. Whether you need to clean up your QuickBooks Online, catch up on Xero Bookkeeping, or organize your Zoho bookkeeping, I have the expertise to bring your records up to date, even if they span multiple years. Setting Up and Switching Bookkeeping Platforms: I offer setup services for QuickBooks, Wave, Xero, and Zoho Bookkeeping. Whether you're starting from scratch or transitioning from one platform to another, I ensure a seamless and efficient setup. Ongoing Bookkeeping Services: I provide monthly bookkeeping services for businesses worldwide, maintaining clean and accurate records in QuickBooks Online, Xero, Wave, and Zoho.Financial Modeling
AccountingBusiness PlanZoho BooksXeroFinancial StatementIntuit QuickBooksBookkeepingBalance SheetAccounts ReceivableBank ReconciliationAccounts Payable - $100 hourly
- 3.3/5
- (34 jobs)
I am a Chartered Accountant with over 15 years consulting experience helping businesses grow. Whether you need support for an existing business Finance function or want to start a new Limited Company, I can help. These are the areas where I can add a lot of value to your business: - Commercial analysis, writing business plans and forecasting - Financial modelling (dynamically linked Balance Sheet, Profit and Loss and Cashflow Statements) - Providing company valuations, Discounted Cash Flow (DCF) statements and creating a Pitch Deck - Corporate Tax Planning and Advising On Business Structures - Setting up Limited Companies, SPV's, Subsidiaries and Holding Companies - Contract management to help improve supplier performance and drive lower unit costs - Procurement - Bookkeeping & Payroll - Automating business processes using cloud based accounting solutions to help save you time, money and increase the accuracy of your businesses dataFinancial Modeling
BusinessProject Management OfficeProject AccountingProject ManagementBusiness Planning & StrategyIT ProcurementProcurementContract ManagementManagement ConsultingFinancial Analysis & ValuationAccounting SoftwareBookkeepingBusiness ConsultingAccounting - $45 hourly
- 5.0/5
- (22 jobs)
Chartered Accountant | KPMG Edinburgh-Trained | Financial Consultant for Startups & SMEs | Personalized Accounting Expert Overview: I’m a Chartered Accountant trained at KPMG in Edinburgh, one of the Big 4 firms, where I gained extensive experience in managing the financials of large corporations. Over the past several years, I’ve channeled that expertise into running my own personalized consulting brand, offering bespoke accounting and financial services to startups and small-to-medium-sized businesses. With a deep understanding of both corporate and start-up finance, I provide all-inclusive accounting solutions, financial planning, and investment preparation, ensuring businesses of all sizes are ready to grow and succeed. Key Services I Offer: All-Inclusive Bookkeeping & Accounting Services: I offer comprehensive accounting services, including bookkeeping, payroll management, tax filings, and financial reporting. By running my own consultancy, I’ve developed a highly personalized approach that ensures your financials are accurate, compliant, and aligned with the latest regulations. Financial Strategy & Planning: My experience with KPMG Edinburgh has equipped me with the skills to offer strategic financial planning and cash flow forecasting tailored to your business. Whether you’re preparing for investment rounds or planning future growth, I create robust financial models and projections to support your business goals. Process Optimization & Software Implementation: I implement cloud-based accounting tools like Xero, QuickBooks, and others to streamline your financial processes, giving you real-time insights into your business. My expertise ensures that your systems are scalable and efficient, allowing you to focus on running your business. Startup and SME Focus: With years of experience running my consulting brand, I specialize in providing tailored financial services to startups and small-to-medium-sized enterprises (SMEs). From setting up accounting frameworks to managing tax planning and cash flow, I ensure your financial operations are scalable and investor-ready. Why Work with Me? KPMG-Trained with Real-World Experience: My Big 4 background combined with years of running my own consultancy allows me to deliver high-level financial expertise with a personal, hands-on approach. Whether you're a startup or an established SME, I bring corporate-level precision and insights directly to your business. Personalized, End-to-End Accounting Services: By running my own accounting brand, I provide a one-stop solution for your business’s financial needs. From bookkeeping to tax compliance and payroll management, I handle every aspect of your financial operations, tailored to your specific business goals. Proven Investment-Ready Financials: I’ve successfully helped startups prepare for funding rounds, offering financial models, projections, and investor-ready reports that pass rigorous due diligence. My experience with EIS/SEIS investment relief further ensures that your business is fully prepared to attract investors. Compliance & International Standards: I ensure full compliance with international accounting standards (IAS), making sure your business meets all regulatory requirements. With my guidance, you can confidently operate in both local and global markets. Bespoke Financial Solutions for Growth: Whether you’re in the early stages of your startup or scaling your SME, I provide customized solutions designed to evolve with your business. My personalized approach ensures that your financial management remains flexible and adaptive as your company grows.Financial Modeling
Business ModelingManagement AccountingAnnual ReportFinancial ReportingXeroCash Flow ModelingAccounting SoftwareInvestment PreparationBookkeepingStartup ConsultingSystem AutomationFinancial AccountingCash Flow AnalysisMicrosoft Excel - $90 hourly
- 5.0/5
- (39 jobs)
I am a highly skilled, ACCA qualified (CPA equivalent) finance professional with over a decade of expertise in financial management, analysis, planning, and modeling. I have lead and assisted the finance function in startups and large multinationals internationally. My industry exposure spans across diverse sectors such as Technology, eCommerce, Hospitality, Retail, Wholesale and Financial Services, just to name a few. What I can do for you: • Improve financial performance through: - optimizing working capital & cash flow - providing strategic input to management - strengthening financial reporting - setting up automations • Lead your company's financial planning and analysis, including cash flow and inventory forecasting, break-even and profitability analysis. • Set up processes and best practices for optimal financial management • Develop of comprehensive financial models for internal use or presentations to private investors and venture capitalists. • Manage preparing your business for fundraising activities. • Set up financial systems and assisting system transitions • Create and strengthening of monthly reporting packs. • Tidy up company accounts. • Structure, scale, and lead of the finance team. • Support the expanding of business operations. Feel fee to reach out to have a conversation regarding your unique needs.Financial Modeling
Month-End Close AssistanceCash Flow AnalysisMicrosoft ExcelFinancial Analysis & ValuationInternational Financial Reporting StandardsFinancial PlanFinancial ReportingBusiness StrategyBusiness ModelingFinancial AnalysisFinancial ManagementManagement AccountingGoogle SheetsFinancial Planning - $115 hourly
- 4.6/5
- (16 jobs)
I build compelling business stories and actionable plans for companies taking their first steps, navigating changing markets, and facing financial and operating challenges. Analytical & Inquisitive critical thinker with a finance background not afraid to ask challenging questions. Adept at turning complex technical concepts and innovative business ideas into clear, compelling and executable strategies. Creative Communicator with exceptional written and presentation skills. Authored technical white papers, presented to leading institutional investors, coached C-Level teams on sales strategy, and created marketing programs from scratch. Teach Energy Finance class at PG&E. Practical & Adaptable teamworker who thrives in novel situations and in doing more with less. Led startups, managed companies through financial crises, built marketing content from scratch, and project managed 400 person events from concept to close. Inquisitive Adventurer who has traveled to 37 countries, worked in eight, and lived in five building relationships in all of them. Outside of the office I am a sailor who has crossed the Atlantic, a triathlete who has escaped from Alcatraz five times, an avid reader, and a reasonable cook.Financial Modeling
Financial PlanningBusiness PlanEnglishEnergy & UtilitiesExecutive SummaryReal EstateBusiness Planning & StrategyBusiness AnalysisCorporate FinanceBusiness StrategyFundraisingMicrosoft ExcelFinancial Presentation - $200 hourly
- 5.0/5
- (12 jobs)
BIO ----- I am an investment professional (CFA, CQF and Msc) with +15 years' experience in investments and technology in multiple roles such (Portfolio Manager, Investment Analyst, Data Scientist, and Head of Equities) for top-tier firms such as Santander AM, BNP Paribas, LCAM and Jefferies International. Nowadays I am regularly involved in freelance projects that require a combination of investments knowledge and Data Science & Machine Learning expertise for clients such as UHNWIs, Family Offices and investment firms (Hedge Funds, Pension Plans, Investment Banks); while also acting as Visiting Lecturer delivering "Data Science and Machine Learning" at University of London and as a lead of the CFA UK Data Science and Machine Learning Working Group. Contact me if you have any of the following needs: -------------------------------------------------------------- • You are looking for a experienced investment professional to invest your capital (track record available). • You are looking for a professional that combines machine learning and investments knowledge. • You are looking for an experienced equity research analyst to conduct in-depth bottom-up analysis. • You are looking for a professional to carry out an alternative data and machine learning project related to investments/finance. KEY SKILLS: ---------------- • Investments: portfolio management, corporate finance, forensic accounting analysis, fundamental analysis, and advanced corporate finance excel modelling. • IT: Advanced coding (Python, R, VBA, SQL), Machine Learning applications for investing. • Languages: Spanish (Mother Tongue), English (Native), French (Basic) • Other: corporate trainer, university lecturer, public speakerFinancial Modeling
TutoringCorporate FinanceInterview PreparationInvestment StrategyPortfolio ManagementArticle WritingEquity ResearchVisual Basic for ApplicationsSQLMachine LearningRPython - $40 hourly
- 4.8/5
- (31 jobs)
I am a content writer and digital marketing consultant. I have a lot of experience with content writing for a lot of agencies. I am also an SEO specialist. I have done several internships and freelance consultancy for the same. I have excellent reviews and am always punctual.Financial Modeling
B2C MarketingContent Distribution & PromotionGraphic DesignContent AuditSpeech WritingBlog WritingSearch Engine OptimizationWebsite ContentContent CreationFinancial Writing - $100 hourly
- 5.0/5
- (7 jobs)
My name is Thomas McQuade. I run a small Finance and Accountancy firm that specialises in the commercial side of Finance. My skills and expertise have been developed in large blue chip organisations such as BT, Experian and NTT Data. I now offer the same business services to SME’s. i can play an active role in strategic and commercial decision-making, through high-quality analysis, provision of insightful management information and forecasting as well as the provision of traditional accounting services. I am a CIMA qualified accountant, PRINCE2 Project Manager and a certified Xero and Quickbooks professional. I am also a highly proficient Microsoft Excel user and can produce Excel models to a high standard, I can help your business with the following services: - Bookkeeping - Tax returns - Companies House Submissions - Financial Modelling - Forecasting/Budgeting - Pricing Analysis - Business Case Writing - Scenario Planning Basically, if your task is to do with numbers then I can help.Financial Modeling
ForecastingBusiness Planning & StrategyBusiness PlanFinancial AnalysisBudget Management - $50 hourly
- 5.0/5
- (4 jobs)
I have been working in start-ups for the past 8 years with numerous roles, from day 1 setup of the business all the way to signing over 250 clients and partners for six-figure sums. I have worked within the tech space including: AI - Facial Recognition AI - Smart Process Automation E-commerce - Platform Services Apps My skills are based on the experience of doing each part of the start-up and scale-up process. In three of the start-ups, I have been responsible for the business strategy from market analysis, empathy mapping, BD, Financial Projections. I am happy to hear and work on new ideas. Specialising in: Sales and Partnership Operations and Strategy Business Development Set Up Investment Prep: Financial Projections and Collateral Business Ops Set-Up SEIS/EIS Assurance R&D Tax credits Day to day Product Owner Liaising with technology leads to build a product Market strategy Business collateral System and admin set up Getting investment readyFinancial Modeling
Business PlanBudget ManagementSales & Marketing CollateralSales StrategyStartup ConsultingMarket AnalysisStartup CompanyMarket ResearchBusiness Planning & Strategy - $40 hourly
- 5.0/5
- (3 jobs)
An adaptable, focused, enthusiastic and self-motivated ACCA Qualified Accountant with many years of experience in statutory accounts preparation, financial modelling, budgeting, forecasting and reporting related tasks across various sectors. An accomplished and goal-oriented individual who consistently meets deadlines and a proven track record of success. Strong team player with excellent analytical skills; energetic, dynamic, relishes challenges and is quick and willing to assimilate and apply new work proceduresFinancial Modeling
Business PlanBookkeepingWave AccountingFinancial ReportingXeroPower QuerySageMicrosoft ExcelIntuit QuickBooksMonth-End Close AssistanceTax PreparationIncome StatementAccounts ReceivableBank Reconciliation - $200 hourly
- 4.9/5
- (15 jobs)
What do investors and creditors look for when evaluating business proposals? My experience in investment analysis, trading, and fund management have provided me with the insights necessary to understand precisely that. With over a decade of experience at leading global financial institutions such as Barclays Bank PLC, Deutsche Bank, Brunei Investment Agency, and Temasek Holdings, you can benefit from a broad range of expert services tailored to elevate your project's success. Here’s how you can leverage my expertise: Advanced financial modelling and projections to anticipate and plan for your financial needs Comprehensive business plan development to outline your vision and strategy Engaging storyboards for pitch decks that capture and convey your project’s value Compelling investor teasers that grab attention and spark interest Strategic outreach to potential investors to expand your funding opportunities Detailed transaction term sheets that clarify terms and expedite agreements I am committed to going beyond the usual client-service provider dynamic, aiming to engage as a dedicated business partner. If you're looking for more than just a project manager and want a collaborator who sees your success as their own, let's connect!Financial Modeling
Capital MarketsFinancial PlanningFinancial Analysis & ValuationValuationPitchbookStartup ConsultingInvestment StrategyCompany ValuationFinancial ConsultingBusiness ValuationMicrosoft ExcelBusiness PlanFinancial AnalysisManagement Consulting - $100 hourly
- 5.0/5
- (21 jobs)
Ex Morgan Stanley and RBC Capital markets, I have extensive experience reviewing and approving investment proposals across multiple sectors. I am an expert in business plan writing and financial modeling. My areas of expertise include: -Loan transactions: underpinned by 15 years of experience in banking. -Business plans: I have reviewed over 1,000 business plans, working as a Credit Analyst for 15 years. -Financial Modelling: built financial models to assess the investment viability and for company valuation. Outside of UpWork, I am the founder of Impact Finance Consulting, a consulting firm helping purpose-driven organizations access funding, grow, and create positive social and environmental impact.Financial Modeling
Business WritingPitchbookBusiness ValuationProject FinanceVenture Capital ConsultingCompany ValuationCorporate FinanceInvestment PreparationFundraisingMergers & AcquisitionsBusiness PlanFinancial Analysis - $50 hourly
- 5.0/5
- (6 jobs)
I'm an Excel expert with over 10 years experience. I'm also a Chartered Management Accountant (ACMA CGMA). I'm a management accountant who really loves Excel, to the point where I run my own Excel business, Fearless Spreadsheets, in my free time. I'm here to help with anything related to Excel, be that ad hoc projects or ongoing tasks. If you'd like me to help you with your project, please get in touch.Financial Modeling
Visual Basic for ApplicationsSpreadsheet SoftwareMacro ProgrammingSageData AnalysisProcess ImprovementAutomationMicrosoft ExcelData Entry - $40 hourly
- 4.8/5
- (22 jobs)
I have over 15 years experience in building financial forecasts and financial models for businesses in multiple sectors. I have successfully helped businesses in raising working and debt capital for operations and growth by preparing their business plans and financial projections. Company valuation using multiples, discounted cash flows (DCF) and precedent transactions. Investment analysis of startup and early stage growth businesses. Expertise in Excel and Google Docs for financial analysis and in Xero for bookkeeping. Excellent knowledge of equity markets and instruments. MBA (Finance) from a top business school. Business skills: Financial Control, Financial Planning & Analysis, Financial Modelling, Budgeting and Projections, Xero, Working Capital & Cash Flow, Acquisitions, and Due Diligence, Commercial Contract Negotiation, Business Plans, Commercial Analysis, Corporate Taxation & VAT.Financial Modeling
ForecastingFinancial ProjectionFinancial AnalysisXeroCompany ValuationInvestment StrategyBusiness Planning & StrategyFinancial AccountingMicrosoft Excel - $75 hourly
- 5.0/5
- (7 jobs)
Accountant currently working as an FP&A Manager in the UK financial services sector Experienced in: - VBA Macro Development - Process Automation - Financial Modelling - Excel Expert - Data Analysis - Accountancy - StrategyFinancial Modeling
Finance & AccountingBusiness ModelingData AnalysisBusiness Planning & StrategyBusiness AnalysisMacro ProgrammingVisual Basic for ApplicationsBusiness Process ModelingSQLMicrosoft ExcelFinancial Analysis - $125 hourly
- 4.8/5
- (3 jobs)
I have 10+ years of experience in software engineering in challenging and critical applications. My abilities include low latency computing, software architecture of large distributed systems, protocol and data transmission, data storage and structure. I have worked on large scale production ML systems and have a deep understanding of algorithmic trading. I'm also a PhD candidate in Financial Mathematics and Category Theory.Financial Modeling
Software Architecture & DesignData MiningGolangRabbitMQPostgreSQLQuantitative FinanceAmazon Web ServicesWebsocketsPythonAPIMachine LearningGoogle Protocol BuffersDockerMathematics - $130 hourly
- 5.0/5
- (3 jobs)
Barry is a senior finance executive with 15+ years of experience across investment banking, private equity backed portfolio vehicles and publicly listed companies. His skill set has been developed by being on both the banks side and the company's side of transactions. From his sell side capital markets experience, Barry has underwritten leveraged loan syndicates, financed debt facilities from senior debt all the way through 2nd Lien to PIK facilities across new transaction underwriting and refinancing / restructurings. From his buyside experience, Barry has acquired other businesses to further the sponsors buy & build strategy, started up joint ventures, launched capital intensive organic growth projects to further the corporate strategy and recapitalised the operations to release capital & enhance equity.Financial Modeling
Legal AgreementPV EvaluationPrivate EquityJoint VentureMergers & AcquisitionsAnalytical PresentationReal Estate Financial ModelingBusiness StrategyInvestment BankingRefinancingBusiness DevelopmentCorporate FinanceCapital MarketsFinancial Analysis - $75 hourly
- 5.0/5
- (7 jobs)
Hey agency and service business owners — Let's once and for all eliminate your financial uncertainty, and turn your financial headaches into new growth opportunities! With a background in London banking and hands-on experience running my own agency, I've seen firsthand the financial rollercoaster that comes with agency life. 👉 What I bring to the table: • A keen eye for uncovering hidden profits (on average $30K-$100K per year) • Strategies to boost your take-home pay, without working more hours • Simple, effective financial processes that save time and reduce stress • A knack for translating complex financials into actionable insights 👉 Who I help: Agencies and Service Businesses making between $50K to $500K per month. I am a specialist, not a generalist. Unlike many other "Financial Experts", I won't just tell you how much cash you have in the bank. I will stand right alongside you to help you figure out how to optimally handle your Capacity, Pricing Strategy, Hiring Plan, Scoping Issues, and long-term growth planning. I deeply understand the nuances of the "service" space. 👉 What others have to say about me: • "Saved us up to $90,000 in fees. We now know how much we have to invest in new talent and other parts of the business" — Jackson Blackledge, Echelonn • "Joey really helped us get a lot of clarity on the finances of the business. We started working with him at $70K MRR and have grown to $115K+ MRR since" — Brennan Haelig, Jumpstart ROI • "Just applying even 20% of what he suggested in the audit is going to save us between $10,000 to $15,000 per year" — Domenico Vitolo, Onik Lab 👉 How we could work together: Free Discovery Call to get started If we turn out to be a good fit, we can help you with a one-off project or become your Financial Partner and join your business as your Fractional CFO. I'm not here to judge your spreadsheets or lecture you on penny-pinching. My goal is to give you the financial clarity and confidence to scale your agency and enjoy the fruits of your hard work. 🙌 I've helped dozens of agencies and service businesses become more profitable and "Financially Healthy", and would love to make you my next winning case study! If you're ready to get rid of financial worries once and for all, shoot me a message today!Financial Modeling
Financial AnalysisMarket ResearchCommercial LendingFinancial ProjectionBusiness Proposal WritingRisk AssessmentIndustry KnowledgeLoan ApprovalBusiness Plan WritingFinancial PlanningBusiness PlanBusiness WritingBusiness Analysis - $250 hourly
- 5.0/5
- (2 jobs)
Fractional CFO Services for clothing, fashion, footwear, beauty & ecommerce brands Helping founders maximise cash flow, profits & dividends, whilst creating visibility & reducing anxiety • CFO & Exec Advisory Services for Founders • Forecasting, Projections & Goal Setting • Cash Flow Forecasting & Planning • Margin/Channel Analysis & Improvements Experienced advisor to omni-channel brands, including D2C ecommerce, retail stores, wholesale & marketplaces. Have you got ambitious growth plans for your clothing, fashion, footwear or beauty brand? Do you know how much extra cash you'll need to invest in inventory and ad spend to hit them? Do you know when your brand needs external financing or investment to continue hitting those targets? How does that cash run rate change if you need to hire a key role or outsource to a 3rd party distribution warehouse? Do you sleep soundly knowing that your business can cover your operating expenses next quarter? Growing a brand isn’t easy. You need to balance creativity, quality, and customer demand, while managing your costs, inventory and cash flow. However you don’t have the time to gain mastery in every area of the business. How do founders achieve this balance without sacrificing either creative vision or profits? • They lack the financial expertise to create systems and processes that lead to profits and cash flow. • The only financial support they receive are historic numbers from their accountant and bookkeeper, which doesn't help with strategic decision making. • They do not have the budget for a full time CFO with experience in these sales & marketing channels and funding challenges. Major CFO Consulting was created to provide this very solution, through Fractional CFO Services for ambitious, growth focused, clothing, fashion, footwear & beauty brands between £1m-£15m revenue. As a former CFO/FD who has spent almost 2 decades working in fashion, luxury and consumer brands, I understand your priorities, your sales and marketing channels and funding challenges, so I speak your language and communicate in a way that you as a founder understand. Benefits you can expect from working with me: • You will have a clear and accurate picture of your current financial situation and future projections, so you can make informed and confident decisions. • You will have a strategic partner who understands your industry, your challenges, and your goals, and who can advise you on the best course of action for your business. • You will have more time and energy to focus on what you do best: creating amazing products and delighting your customers. Want to leverage some of what I know to increase your profits, solve cash flow issues, and develop a long-term forecast to start planning confidently for ambitious growth? Schedule a free call or send me a message and let’s chat!Financial Modeling
Business PlanBusiness AnalysisFinancial PlanningFinancial AnalysisFinancial ProjectionBusiness ConsultingStreetwearFinancial PresentationRetailFinancial ConsultingEcommerceConsumer GoodsFashion & ApparelRetail & Consumer Goods - $65 hourly
- 5.0/5
- (43 jobs)
✨ Top Rated Plus on Upwork ✨ (Currently accepting new clients) I help small business owners take control of their finances, simplify their accounting, and gain clarity on their numbers. Whether it’s through cash flow planning, budgeting, or comprehensive management accounting, I provide a full finance function tailored to your needs, so you can focus on growing your business with confidence. 💼 Why Work With Me? I hold a practising licence from the Association of Chartered Certified Accountants (ACCA), giving me the credentials and expertise to offer professional and compliant financial services. I specialise in working with small businesses across industries such as marketing, e-commerce, recruitment, and IT. My attention to detail and commitment to your success ensure your finances are managed with care and precision. 💬 What My Clients Say: “Kieran is an outstanding accountant with a wealth of knowledge and insight. Throughout our collaboration, he has consistently provided exceptional support and guidance, making complex financial matters much more manageable.” "Amazing service from Kieran! Finally an accountant who is proactive and can explain clearly what is he doing. Highly recommend!" ✅ What I Can Do for Your Business: - Management Accounting: Gain valuable insights into your numbers and make informed decisions. - Cash Flow Planning: Maintain clarity on your cash flow and prepare for future growth. - Budgeting & Forecasting: Build realistic financial plans that align with your business goals. - Financial Modelling for Investment: Create robust, professional financial models to secure funding clients I’ve worked with have successfully obtained investment. - Bookkeeping: Ensure accurate, up-to-date records with zero hassle. - Virtual Financial Controller: Access executive-level financial oversight without the overhead. 🚀 How I Work: We’ll start with a conversation about your goals and challenges. From there, I’ll craft tailored solutions to simplify your processes, optimise cash flow, and set your business on the path to sustainable growth. 📩 Let’s Chat: If you’re ready to take control of your finances and elevate your business, message me today. I’d love to help you achieve your goals.Financial Modeling
Management AccountingMicrosoft ExcelXeroCommunity Goals & KPIsBudgeting & Forecasting SoftwareForecastingFinancial StatementFinancial Variance AnalysisAccounting BasicsBank ReconciliationBalance SheetFinancial ReportCash Flow AnalysisAccount Reconciliation Want to browse more freelancers?
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