Hire the best Financial Modelers in Illinois

Name: Financial modelers
Brand: Upwork
Rating: 4.8 (137 reviews)

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Clients rate Financial modelers

4.8/5

based on 137 client reviews

$95 hourly
Dillon M.
- 5.0/5
- (59 jobs)
✅ THE MOST passionate Financial Analyst on Upwork. With years of Fortune 100 experience and many satisfied Upwork clients, you can trust that I will deliver actionable financial tools! Ready to exceed your expectations with: ► Excel Dashboards (including advanced VBA knowledge) ► Financial Models ► Data Visualization and Storytelling ► Financial Forecasting ► Investment Underwriting ✅ I am an effective communicator, dilligent and detail oriented. There will be no surprises when I deliver you your project on time and you will always be kept in the loop!

Financial Modeling
Budget Management
Real Estate Financial Modeling
Underwriting
Pro Forma Statement
Business Valuation
Financial Analysis
Analytics Plugin
Income Statement
Business Intelligence
Data Visualization
Microsoft Power BI
Microsoft Excel
$45 hourly
Ali R.
- 4.8/5
- (50 jobs)
🤝 100+ 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗹𝗮𝗻𝘀, Financial Models & 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸𝘀 💸 $150𝗠+ 𝗶𝗻 𝗳𝘂𝗻𝗱𝗶𝗻𝗴 𝗿𝗮𝗶𝘀𝗲𝗱! 📝 1 Published Book, 100+ 𝗮𝗿𝘁𝗶𝗰𝗹𝗲𝘀/𝗯𝗹𝗼𝗴𝘀 🚀 PPC/Social Media 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗘𝘅𝗽𝗲𝗿𝘁. 🏆 3𝗫 𝗙𝗼𝘂𝗻𝗱𝗲𝗿 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗺𝗶𝗹𝗹𝗶𝗼𝗻𝘀 🎓 Purdue University | 🌍 Lived on 3 continents, traveled to 40+ countries. Explore my portfolio and samples below, to view the full range of my services and expertise! I’m a seasoned business financial consultant and published author (Misogyny Across Global Media, Rowman & LittleField) with a proven track record of guiding ventures to sustainable growth. Across my three successful companies, I’ve led sales and marketing strategies that secured millions in revenue, crafted impactful pitch decks, and helped raise $150M+ in funding. I also won a monetary prize at Missouri Startup Weekend, pitching to high-profile CEOs from Zapier, Equipmentshare, and HeliumVR. From targeted digital social media marketing, SEO, and lead generation to comprehensive business planning, my efforts have consistently driven measurable growth and boosted brand recognition. As an author, I also write eBooks, blogs, articles, investor letters, press releases, and business plans. My writing experience crosses technical & creative boundaries, being a published author writing about social causes, but also business & finance. 🎓 Education 1. BSc in Finance, Purdue University 2. Minor Computer Science, Oklahoma State University 3. International Studies, University of Cambridge, England 🚀 My Services 1: Creative & Technical Writing: As a published author, I excel at articulating complex ideas clearly and persuasively. Business Writing, CopyWriting, GhostWriting, Ebooks, Document Preparation all fall within my area of expertise. 2: Financial Modeling & Projections: Developing detailed financial models to forecast revenue, expenses, and cash flow. 3: Business Plans Consulting: Crafting customized, investor-focused business plans. Highlighting market opportunities, financial viability, and growth strategies. 4: Sales & Marketing: Developing & executing sales strategies that drive revenue growth. Crafting social media & PPC marketing campaigns that enhance brand visibility & customer engagement. Implementing SEO, sales & business development and lead generation techniques. 5: Pitch Presentation Design: Engaging, investor-ready pitch decks. Integrating financials, strategic insights, & key metrics to capture investor interest. 6: Content Creation for Marketing, that drives engagement and builds brand identity. This includes graphic design, video editing, and logo design 💼 Work Experience 1: As an executive of Byte Advisory, I lead a multidisciplinary team specializing in Business & Financial Consulting, Social Media Marketing, and Web & Mobile Development. 2: I also founded Software Solution International, a company specializing in Trademark Registrations and Ebooks, set to achieve $1 million in revenue in 2024. 3. Published Author: Misogyny Across Global Media, Published by Rowman & Littlefield Being a published author showcases my ability to engage with diverse audiences. My writing experience extends to nearly every industry, emphasizing my versatility. 4. Previously, as a Senior Financial Analyst at ACV, a multinational holding company operating across the US, the UK, Dubai and Europe, I spearheaded global financial strategies. Collaborating directly with founders, executives, and management teams, I transformed complex consolidated financial data into actionable insights that aligned business operations with financial goals. 5. Additionally, I took on the role of Project Manager, overseeing the development of internal systems to track KPIs & enhance operational efficiency. My key differentiator is my holistic approach—I don’t just deliver numbers; I provide clarity & structure to businesses. I currently serve as an independent Consultant to ACV, to aid in business growth, & sales strategy. 6. For years, I’ve successfully bridged finance & technology. Years ago, as the Director of Investments at an innovative Regulation D Startup Investment Fund, I co-led teams across UI/UX design, software engineering, and data analysis to gather & assess millions of data points, across several data sets. We stress-tested our product with more than two decades of historical data, benchmarking it against inflation, the S&P 500, Gold, and Treasury Bonds. Our efforts were recognized when we won a monetary prize at Missouri Startup Weekend. We successfully pitched to high-profile CEOs from companies like Equipmentshare, Zappier, and HeliumVR. I've successfully helped businesses secure funding, optimize operations, and achieve significant growth. I bridge the gap between complex financial analysis, strategic implementation, and effective communication. 🤝 Let’s Connect

Financial Modeling
Business Writing
Startup Consulting
Financial Analysis & Valuation
Business Development
Social Media Marketing
Marketing Automation
Management Consulting
Virtual Assistance
Technical Writing
Financial Consulting
Writing
PPC Campaign Setup & Management
Pitch Deck
Business Plan
$55 hourly
Jordan H.
- 5.0/5
- (11 jobs)
Upon graduating with both a bachelor’s and master’s degree in Accounting from The University of Wisconsin-Madison, Jordan launched her career in public accounting. After a few years of working in the Audit department at BDO USA LLC, she decided to shift to industry accounting. She became the Director of Finance at a Chicago-based interior design firm. This role led her to find her passion for supporting small businesses and their various accounting-related needs. Backed by over eight years of professional accounting experience, Jordan decided to follow that passion and created her own accounting and bookkeeping company, keeping the interior design firm as her first client.

Financial Modeling
Account Reconciliation
Accounts Receivable
Financial Reporting
Management Accounting
Accounts Payable Management
Accounting
Financial Analysis & Valuation
Forecasting
Business Valuation
Payroll Accounting
Cost Accounting
Bookkeeping
Accounting Software
$175 hourly
Robert G.
- 5.0/5
- (7 jobs)
Deep expertise in venture capital, cap table modeling, SAFE Notes, Convertible Debt Notes, Startup Equity Structures, Options, conversion of Notes, Equity Funding Rounds. If you are need a cap table, need to understand SAFE Notes or Convertible Notes, need to understand future state proforma cap table. I take a consultative approach to working with clients to not just provide a "deliverable", but to understand what you need and provide expertise on what you need. I've done over 200 VC deals. I am your expert with very, very deep expertise and experience in this area.

Financial Modeling
Fundraising
Modeling
Data Modeling
Venture Capital Consulting
Venture Capital
$150 hourly
William R.
- 4.8/5
- (30 jobs)
With over 25-years of accounting experience, I can help you manage your finances in a way that provides you with the information you need, when you need it, to get the best possible outcome. I have owned, and sold, my own company so I know the pressures and demands you are under and can help you to focus on growing your business instead of worrying about the numbers. I specialize in cleaning up problems and messes and can successfully take these types of distractions off your desk. I can help you with everything accounting and finance related: whether it's sorting out that box of accounting records that need to be organized and recorded or creating a financial projection for your next bank loan. I can help with M&A whether it's getting your company ready for sale/investment or helping to evaluate, purchase, and integrate an acquisition. My goal is to provide the RIGHT information at the RIGHT time. I believe that the lifeblood of any company is cash. I specialize in cash management and forecasting and can work with you to find ways to free up cash so that you know what you can spend. I believe that cash is the life blood of a company and can fix many issues. Your job is to grow your company my job is to help you realize its full value.

Financial Modeling
Financial Planning
Mergers & Acquisitions
Financial Analysis
Xero
Budget Management
Microsoft Excel
Accounting
Financial Projection
Intuit QuickBooks
$225 hourly
Stuart B.
- 5.0/5
- (62 jobs)
I've helped over 270 startups raise capital and get their businesses launched by creating a STRONG STORY that is BACKED BY DATA. Contact me to - Stress test your business models and monetization strategy (Pricing Strategy) - Prepare for capital raises (Pitch Decks, Financial Models, Business Plans, Investment Memos) - Drive growth (Go-to-Market, Sales Strategies, Sales Decks) - Improve forecasting (Translate accounting to finance) - Optimize reporting (Executive Decks, Board Decks, Strategy Reviews) Additional Keywords: Fundraising, Voice of the Customer, Competitive Analysis, Benchmarking, Go to Market, Strategy, Operations, Management, Leadership, Bourbon. Wait, can 'bourbon' be a keyword?

Financial Modeling
Growth Strategy
Startup Consulting
Management Consulting
Microsoft Excel
Pitch Deck
Business Management
Strategy
Finance
Marketing Strategy
Presentations
Business Plan
Business Analysis
$110 hourly
Erick T.
- 5.0/5
- (2 jobs)
I'm a Real Estate Private Equity professional at AIC Ventures specializing in debt placement, risk and credit underwriting of tenants, real estate markets, and economic conditions. I take absolute pride in providing knowledge and data for the General Partners to make investment decisions for our investors. Being a fiduciary with integrity is of the utmost importance. Aside from working at AIC Ventures, I've spent time in the brokerage world, providing market data and analysis to top Real Estate Brokers at Stan Johnson Company. While there, I honed my skills surrounding real estate market dynamics and the affect of global, national, and local economic variables as they pertain to real estate. Finding my career landing spot at AIC Ventures, I'm proud to say I work for a firm focused on winning with integrity and finding solutions that are achievable and advantageous to all those with which we interact: our capital sources (lenders and investors), our tenants, and my fellow employees.

Financial Modeling
Commercial Lease
Corporate Finance
Real Estate
Financial Analysis
$150 hourly
Mike S.
- 5.0/5
- (2 jobs)
I successfully co-founded and bootstrapped a consulting business called Sonoma Partners that we sold to big four consulting firm Ernst & Young in March 2018. While at Sonoma Partners, I performed all of the CEO duties including leadership and execution of sales, marketing, finance and operations. With more than 150 employees and $30M in annual revenue, Sonoma Partners focused on CRM software implementations for enterprise and upper mid-market businesses. Sonoma Partners built an amazing employee culture and we won more than two dozen awards for our employee sanctification and experience. I also authored six different computer software books about Microsoft Dynamics CRM as the "official books" for Microsoft Press. Prior to Sonoma Partners, I co-founded a SaaS online appointment service via angel funding that we successfully sold to Trident Capital. My background also includes experience in mechanical engineering and product design, as I worked at Motorola and Fortune Brands as a design engineer after college.

Financial Modeling
Financial Analysis
Startup Consulting
Salesforce CRM
Executive Coaching
Microsoft Dynamics CRM
Business Coaching
Customer Relationship Management
Sales Leadership
Marketing Strategy
Sales Management
Strategy
$75 hourly
Mitchell N.
- 5.0/5
- (11 jobs)
I am an Excel specialist with a focus on creating clear and thorough financial models and dashboards. My experience in private credit and public accounting has honed my data analysis skills and allowed me to master automation using VBA and Python. As a CPA, I am extremely detail-oriented and my background in private credit enables me to evaluate financial risk through analysis, market research, and strong communication skills. I have a passion for understanding the specific needs of a business or project and finding solutions to challenges. My expertise combines business acumen with technical proficiency to design financial models and dashboards that meet your needs perfectly.

Financial Modeling
Microsoft Excel
Visual Basic for Applications
Forecasting
Financial Analysis
$100 hourly
Garrett B.
- 5.0/5
- (5 jobs)
With 5 years of experience in fund operations, investor services, and portfolio administration, I focus on creating efficiencies and improvements for fund managers and private equity firms.

Financial Modeling
Analytical Presentation
Microsoft Office
Real Estate
Microsoft Excel
$75 hourly
Kyle B.
- 5.0/5
- (3 jobs)
I am a BCG strategy consultant with a specialization in marketing, branding and sales strategy. I have global P&L general management and advisory experience in the consumer goods, electronics, non-profit and federal government sectors. I have managed advertising campaigns for $1B brands, built and commercialized new products, overseen complex global supply chains, sold in to the world's largest retailers, coordinated financial instruments for farmers in rural Africa, and presented strategic recommendations to US military officers in the Pentagon to direct hundreds of millions of dollars in taxpayer funds. The breadth of my career has afforded me a unique perspective on addressing complex challenges with a common thread: a desire to positively impact people and the lives they lead. As a professional, I am dedicated to the team, to the objectives, to the end users, and to the philosophy of "winning together". I believe in communicating candidly, working with empathy, and saying less while asking more. Failure is a means of progress so long as you fail smart, fail fast, learn and move on. As an individual, I believe that great working relationships start with personal connections built through trust, vulnerability, humility and a genuine interest in each other's lives and wellbeing. I thrive in settings that emphasize diversity, inclusion and collaboration over competition. Personally, I have a passion for skiing, hiking, disc golf and professional soccer. I've driven 7K miles overland across Sub-Saharan Africa and have organized an 'Amazing Race' for 25 people across four countries in six days.

Financial Modeling
Retail & Consumer Goods
Innovation Strategy
Pricing Strategy Consulting
Process Improvement
Consumer Goods
Management Consulting
Go-to-Market Strategy
Marketing
Consumer Segmentation
Brand Management
Brand Marketing
Supply Chain Management
Market Research
Data Analysis
$50 hourly
Christopher S.
- 5.0/5
- (1 job)
With over 13 years of experience in Private Equity and Investment Banking leading M&A deals, I bring deep expertise in due diligence and execution. My financial modeling and valuation skills provide data-driven insights to inform high-stakes investment decisions. M&A / Private Equity / Investment Banking Skills - I have a track record of executing at every stage of the M&A lifecycle, including: * Sourcing * Executive Summaries * Investor Presentations * Financial Modeling * Scenario Analysis * Valuation * Deal Structuring * Due Diligence * LOI / M&A Negotiation * Documentation * Employment Agreements * Incentive Plans CFO Skills - Additionally, I have provided CFO services for numerous portfolio companies and small businesses: * Financial Budgets * Financial Analysis * Accounting and Reporting * Board Presentations * Cost Savings Analysis * Cash Flow Management * Client / Product Profitability Analysis * Go-To-Market Strategy * Fundraising Support * Refinancing * Covenant Analysis * Lender Reporting I am eager to begin building a strong reputation on this platform by consistently delivering results and I look forward to hearing from you so that we can discuss working together in the future.

Financial Modeling
Financial Reporting
Corporate Strategy
Forecasting
Microsoft Excel
Due Diligence
Corporate Finance
Finance & Accounting
Investment Banking
Financial Analysis
Mergers & Acquisitions
Valuation
Private Equity
$200 hourly
Mike K.
- 5.0/5
- (1 job)
I am a CPA with 14 years of experience in finance and accounting, most recently a Finance Director leading FP&A and Strategy for a $12B business unit at a Fortune 500 company.

Financial Modeling
Investment Strategy
Forecasting
Financial Projection
Financial Reporting
Cash Flow Modeling
Cash Flow Analysis
Financial Analysis
CPA
Finance
Bookkeeping
Accounting
Financial Planning
$89 hourly
Paul S.
- 5.0/5
- (9 jobs)
Over the course of my career 10+ year career, I have worked with a wide range of clients, from small businesses to billion-dollar corporations, to solve complex financial problems. My expertise includes but is not limited to, market analysis and entry, financial statement preparation, and company valuations. My approach to problem-solving is to thoroughly understand the client's business and objectives. I strive to provide comprehensive and customized solutions that not only address their immediate financial challenges but also help them achieve long-term growth and success. Services offered: 🟢 Financial Modeling: I have over 10 years of financial modeling experience that includes three statement modeling with forecasting in Excel. 🟢 Business Case Development: I have produced market-sizing deliverables for companies that want to enter new markets or launch a new product. 🟢 Valuation: I have developed a deep understanding of various valuation methods, including discounted cash flow (DCF), multiples analysis, and market-based valuation. My expertise in financial valuation includes conducting due diligence, analyzing financial statements, identifying key value drivers, assessing risk factors, and providing detailed reports and presentations to support decision-making. - Select specialty in Intellectual Property Valuation (trademarks, patents, brands) 🟢 Corporate Financial Planning & Analysis / CFO Services: My expertise in FP&A includes developing financial models, creating forecasts and budgets, conducting variance analysis, identifying trends and opportunities, and providing valuable insights to support strategic decision-making. I am also proficient in various financial software and tools, including Excel, Workday Adaptive Planning, Vena, Oracle Hyperion and EssBase. 🟢 Due Diligence Support: I can help you navigate a transaction and leave no stone unturned. I follow the logic of identifying, quantifying, and mitigating risk. 🟢 Economic Damages: Whether you need help with economic damages analysis, lost profits analysis, or business valuation in the context of litigation, I can provide you with the expert guidance you need to build a strong case and achieve a favorable outcome. 🟢 Personal Finance: As a finance professional with a passion for helping others achieve their financial goals, I offer top-quality services to help individuals manage their personal finances with confidence. Representative Projects: ✅ $30M buy side patent acquisition encompassing over 550 millimeter wave patents. ✅ Modeled and presented the executed $150M+ HEVC joint venture deal between Qualcomm and the participating members. ✅ Modeled and presented a $1.5B opportunity to license WiFi technology via a variety of corporate structures (i.e. Joint Venture). ✅ Landscaped and presented a ~$160B (and ~323B units) addressable market chip level licensing opportunity, outside of cellular and WiFi technologies, as part of meeting NXP merger synergy targets. ✅ Conducted an enterprise valuation of a pre-revenue biotechnology company developing a Type-I diabetes therapy for ~$117mm. ✅ Barred ~$600mm in financial losses to a drug manufacturer by linking the health benefits of a compound with the client’s patent. ✅ Conducted an enterprise valuation of a coffee manufacturer which was expropriated by a Latin American government causing ~$300mm in damages. ✅ Valued the intellectual property rights of a deceased celebrity for IRS purposes at ~ $152mm. ✅ Substantiated ~$220mm in restitution for a Wi-Fi research body after analyzing infringing sales of mobile and network devices. Financial Softwares: ✅Oracle EssBase ✅Oracle Hyperion Planning ✅Oracle Netsuite ✅Workday Adaptive Planning ✅Vena ✅Google Suite/Google Sheets ✅Office suite (Excel, Power Point, Word) Industry Experience: ✅ SaaS / Software ✅ Biotechnology ✅ Real Estate ✅ Intellectual property ✅ Cyber security ✅ Expert testimony/damages analysis

Financial Modeling
Financial Analysis & Valuation
Budget Planning
Income Statement
Real Estate Investment Assistance
Cash Flow Analysis
Balance Sheet
Market Segmentation Research
Business Valuation
Market Analysis
Microsoft Excel
Financial Planning
Market Research
Financial Analysis
$200 hourly
James K.
- 5.0/5
- (7 jobs)
I am an experienced financial analyst and Power BI developer with a proven track record of transforming complex data into actionable insights. With a strong background in finance and data analysis, I specialize in Power BI development and Excel modeling/reporting projects. Over the past several years, I have successfully implemented Microsoft Power BI to automate financial and operational reporting, saving hundreds of hours annually and delivering real-time insights to senior leadership. My expertise includes developing business intelligence reports and SQL queries, as well as creating Excel models and reports for C-Suite audiences. I have a Bachelor of Science in Business - Finance from Indiana University's Kelley School of Business and hold a Microsoft Certified Data Analyst Associate certification. My technical skills encompass Microsoft Excel, Power BI, SQL, Power Query, DAX, SSRS, Alteryx, and more. I am dedicated to helping businesses leverage their data to drive strategic decision-making and achieve their goals. Let's collaborate to unlock the full potential of your data through powerful BI solutions and advanced Excel modeling.

Financial Modeling
Asana
Financial Analysis
Business Analysis
Snowflake
Power Query
SQL
Business Intelligence
Microsoft Power BI
Data Visualization
Microsoft Excel
$150 hourly
David H.
- 5.0/5
- (6 jobs)
I have built and sold 5 companies, 3 for clients and two of my own, both developed from zero annual revenue to $47M and $210M annual sales each. I have considerable experience writing and reviewing business plans and providing coaching to help businesses launch or accelerate growth. My background is in leadership coaching and training for entry-level and senior sales teams. With a background in startup launches, I have a keen understanding of the needs in developing marketing strategies that are realistic, affordable, and quickly executed. Key skills : • Business Planning - long and short term • Business Health Check & turnarounds • Sales strategy coaching • Due diligence for purchase and fund raising - creation of fund raise documents • Leadership coaching & training

Financial Modeling
Startup Consulting
Coaching
Business Coaching
Business Consulting
Management Consulting
Pitchbook
Business Operations
Organizational Design & Effectiveness
Strategy
Financial Analysis
Business Plan
Strategic Plan
$75 hourly
Richard B.
- 5.0/5
- (1 job)
I am a former Vice President at a Financial Advisory firm and boutique Investment Bank. During my time in valuation, I led and managed engagement teams responsible for providing valuation-related services to clients. I’ve performed valuations for public and privately held businesses, business interests, gift and estate planning, financial accounting, and tax reporting purposes. I have over seven years of experience in business valuation and more than ten years of experience in financial modeling and analysis. Recently, I left my full-time job to focus on freelancing and two side projects within the business valuation space. My passion is helping business owners understand the numbers to better serve their customers and clients. The numbers are only one piece of the puzzle, and I work with my clients to connect the dots between their knowledge of the business and the needs of investors. Industries Served: Blockchain, Business Services, Crypto/Digital Assets, Cannabis, CBD, Marijuana, Hemp, Financial Services, FinTech, Healthcare Technology, Technology. Services Offered: Cash flow projections, financial statement analysis, start-up pitch decks, 3-statement modeling

Financial Modeling
Startup Consulting
Financial Analysis & Valuation
Microsoft Excel
Venture Capital
Private Equity
$40 hourly
Alex P.
- 5.0/5
- (1 job)
As a small business specialist, I provide personalized bookkeeping solutions tailored to meet the unique needs of local businesses. From meticulous record-keeping to strategic financial planning, I'm dedicated to helping small businesses thrive and achieve their financial goals. - Local Business Focus: Specializing in supporting local businesses with their bookkeeping and financial management needs. - Personalized Solutions: Customized bookkeeping solutions designed to fit the specific requirements and goals of each business. - Budget-Friendly Services: Affordable options for small businesses to access professional bookkeeping expertise without breaking the bank. - Hands-On Support: Available to answer questions, provide guidance, and offer ongoing support to ensure financial success. - Community Engagement: Actively involved in the local business community, understanding the challenges and opportunities faced by small businesses. Services Offered: - Day-to-Day Bookkeeping and Record-Keeping - Budgeting and Expense Tracking - QuickBooks Setup and Training for Small Teams 🌟Why Choose Me?🌟 ✅ Dedicated focus on small businesses, with a deep understanding of their unique needs. ✅ Affordable and flexible pricing options tailored to fit small business budgets. ✅ Commitment to personalized service and ongoing support. Let's Grow Together! Ready to streamline your bookkeeping and achieve financial success? Let's start a conversation and explore how I can help your small business thrive!

Financial Modeling
Forecasting
Financial Analysis & Valuation
Intuit QuickBooks
Microsoft Excel
Buildium
Yardi Software
Accounts Receivable
Accounts Payable
Cash Flow Modeling
Cash Flow Analysis
Budget Management
QuickBooks Online
Bookkeeping
$100 hourly
Matthew M.
- 5.0/5
- (1 job)
Matt is an experienced consultant with experience across several different industries and case types. Matt has worked directly with senior stakeholders and management teams to audit financial performance, perform company and industry diligence, create financial/cash flow/valuation models, and create management presentations. Matt has also done work for private equity and corporate clients doing corporate development/M&A work. Matt has helped clients evaluate potential acquisition opportunities, prepare investment review packages for the management team, and perform due diligence (including managing third parties), valuation analysis, and proposal development for potential acquisitions. While still new to UpWork, Matt has worked on a handful of side projects helping clients with all their financial modeling and analysis needs. His clients receive detailed work that includes all of the information necessary for them to start, grow, or improve the financial and operational aspects of their business. Clients will receive excel models, presentation decks, and memorandums completed with the upmost excellence and representative of best industry practices used today.

Financial Modeling
Financial Analysis
Data Entry
Cash Flow Modeling
Financial Reporting
Microsoft Excel
Valuation
Financial Statement
Data Analysis
$40 hourly
Melanie G.
- 5.0/5
- (4 jobs)
Results-oriented professional in the insurance industry with demonstrated success in budgeting, forecasting, variance analysis, and ad hoc reporting. Advanced Excel skills including pivot tables, arrays, macros, external source linking, etc. Experienced in payroll processing and payroll tax filings. Proficient in QuickBooks, Access, PowerPoint, Cognos Reporting/ Cognos TM1 Budgeting& Forecasting Application, and SAP Crystal Reports, SAP, and BPC11.

Financial Modeling
Travel Planning
Expense Reporting
Customer Service
Scheduling
Financial Reporting
Forecasting
Payroll Accounting
Microsoft Excel
Intuit QuickBooks
Budget Management
Accounts Payable
Accounts Receivable
Bank Reconciliation
Account Reconciliation
$89 hourly
Vini M.
- 5.0/5
- (1 job)
As a finance expert with over 10 years of experience and a CFA charter holder, I am here to help you make better financial decisions for your business! With my extensive experience working with multibillion-dollar companies in the USA and abroad, I can offer you much more than just numbers in a spreadsheet. My expertise includes: - Financial modeling, budgeting, short-term planning, and long-term planning - Fractional CFO services - Valuation and M&A support Let me highlight some of my specific achievements that demonstrate my skills and expertise in finance: - Led the finance team as the CFO of a $300 million business unit in Europe, successfully increasing revenue and profitability while optimizing expenses. - Developed financial models and projections for various M&A deals, providing valuations and insights for successful transactions. - Successfully managed investor relations in a publicly traded company, leading to increased investor confidence. - Collaborated with cross-functional teams to drive process improvements and efficiencies in financial planning and analysis, resulting in streamlined workflows and increased productivity. If you choose to work with me, you can expect a personalized approach to your project and timely communication throughout our collaboration. Let's connect and discuss your project in detail! Keywords: Finance expert, financial modeling, budgeting, short-term planning, long-term planning, valuation, M&A support, CFA, CFO, Fractional CFO, FP&A, revenue growth, profitability optimization, expense optimization, forecasting accuracy, investor relations, process improvement, productivity.

Financial Modeling
Microsoft PowerPoint
Cost Analysis
Business Management
Business Planning & Strategy
Business Consulting
Valuation
Power Query
Financial Planning
Venture Capital
Budget
Microsoft Excel
Data Analysis
Financial Analysis
Microsoft Power BI
$50 hourly
Nicholas S.
- 0.0/5
- (0 jobs)
Senior FP&A professional with several years of experience within audit, business analysis, and financial analysis. I can both help clean up the back end of your data/put internal controls in place and suggest recommendations for how to move forward. - Highly skilled within Microsoft Excel and Power BI - Works well under pressure with tight deadlines and communication with multiple parties

Financial Modeling
Model Validation
Data Modeling
Forecasting
Teaching
Accounting
Analytical Presentation
Budget Proposal
Data Analysis
Information Analysis
Data Visualization
$75 hourly
Hunter S.
- 0.0/5
- (0 jobs)
Savvy real estate professional, with a deep understanding of Commercial loan underwriting on all sectors of CRE, Asset Management, Multifamily/Senior living Acquisitions, Capital Raising, residential valuation, and value add execution through Unit renovations and redevelopments. A strategic thinker, results driven, analytical, organized and focused with strengths in business development and creating lasting relationships delivering exceptional results. Focused on improving company efficiencies, accuracy, and profits through data analysis. On a personal level, I strive to add to my own real estate portfolio.

Financial Modeling
Asset Management
Implementation Plan
Real Estate
Financial Analysis
Capital Expenditure
Project Management
Acquisitions
$100 hourly
Donny M.
- 0.0/5
- (0 jobs)
◼️ BACKGROUND With numerous years of experience across investment banking, private equity, and financial strategy, I help companies navigate complex financial hurdles and unlock value through sharp financial insight and hands-on execution. I have advised on over $3B in aggregate deal value across M&A, capital markets, and private equity—ranging from a $2B+ industrial acquisition to strategic divestitures, minority buyouts, and institutional capital raises. I specialize in helping companies position themselves for growth, liquidity events, or capital infusion with precision and professionalism. Previously at Baird, PNC, and Peakstone Group, I bring a hybrid background of deal-side experience and strategic financial planning. Whether you're preparing for an exit, assessing an acquisition, or building a robust financial infrastructure, I serve as a trusted financial partner who can execute with clarity and impact. ◼️ TESTIMONIALS “...I can confidently say that Warrior Group’s work product and expertise are exceptional. We recently engaged Warrior to support a capital raise effort, and their financial modeling, FP&A capabilities, and investor material preparation were instrumental in achieving a successful outcome. They truly are the real deal.” “...Financially, they transformed us from a reactive business into a proactive organization by implementing clear targets, metrics, and financial infrastructure. With their guidance, we now make data-driven decisions that have significantly improved our operations, enabling us to scale confidently. I can’t recommend Warrior Group enough for their ability to bring structure and strategy to our growing business!” “Warrior Group went above and beyond in managing my financial needs. With their expertise, they meticulously handled all financial diligence and crafted a robust model, preparing us for financing. I wholeheartedly endorse Warrior Group for their exceptional financial services. ” ◼️ EXPERTISE - Financial Modeling: Custom models, scenario/sensitivity analysis, LBO, DCF, public comps M&A Advisory: Buy-side/sell-side diligence, CIMs, target screening, deal strategy - Strategic Finance: Forecasting, budgeting, board reporting, KPI design - Capital Raising: Data room creation, pitch support, investor relations - Valuation: Early-stage and middle-market valuations, cap tables, waterfalls - Fractional CFO Services: Cash flow management, financial planning, operational strategy ◼️ INDUSTRIES SERVED Financial Services, SaaS, Industrial, Consumer, Real Estate, Healthcare, Logistics, and more.

Financial Modeling
Strategy
Market Research
Market Analysis
Real Estate Acquisition
Financial Consulting
Financial Analysis & Valuation
Business Consulting
$60 hourly
Kyle R.
- 0.0/5
- (0 jobs)
I am a sustainability professional with experience in energy, water, and waste benchmarking and programming across real estate classes with a focus on senior and student housing and healthcare. I work with both building owners and operators or tenants to best integrate sustainability across such relationships and identifying financial solutions to various split incentives between them.

Financial Modeling
Energy
Building Energy Certification
LEED Consulting
Underwriting
Six Sigma
Continuous Improvement
Water
Energy & Utilities
Waste Management & Remediation
Benchmarking
Sustainability
$320 hourly
Khalil Q.
- 0.0/5
- (1 job)
Khalil Qasimi is a renewable energy finance and operations independent consultant specializing in helping organizations establish or enhance their renewable energy investment or financing practices. Khalil comes with 20 years of experience in the energy and renewable energy sector, with deep knowledge and expertise across a range of energy technologies and business models. He has had a successful career in all aspects of renewable energy finance, including: Corporate Finance: Khalil has five years of experience as the CFO or head of finance, overseeing FP&A, treasuries, tax, accounting, investor relations, and board presentations. Earlier in his career, he managed consolidation FP&A for Constellation Energy, a publicly traded company. Project Finance, Transaction Structuring & M&A: At The Efficiency Network (TEN), Constellation Energy, Exelon, and Empower Energies, Khalil initially led or oversaw over $2 billion of transactions. His involvement ranged from day-to-day activities of modeling, investor approvals, structuring, due diligence, and negotiations to oversight and transaction approvals for various types of renewable energy projects, including solar, battery storage, fuel cells, energy efficiency, demand/load response, EV charging, etc. Fundraising: Khalil led multiple tax equity, cash equity, corporate finance, and debt fundraises, successfully closing over $200 million of financing. He has an in-depth understanding of the fundraising processes, terms, negotiation tactics, players, and market dynamics. Leadership & Change Management: As the CFO at TEN and SVP, Head of Finance at Empower, Khalil established, transformed, or upgraded significant volumes of processes, practices, and systems across various aspects of project finance and corporate finance. He holds an AB in Economics from the University of Chicago and an MBA and MS in Finance from the University of Maryland Smith School of Business. He recently decided to become an independent consultant to pursue a more flexible lifestyle and focus on spending time with his family.

Financial Modeling
Strategy
Mergers & Acquisitions
Sustainability
Solar Energy
Budgeting & Forecasting Software
$250 hourly
Daniel E.
- 0.0/5
- (0 jobs)
I'm a strategic and experienced financial professional with a proven track record of delivering results. My approach to complex issues involves listening first and keeping an open mind. I like to understand the basic building blocks of situations in order to develop sustainable solutions. I have extensive experience working with growth stage and distressed companies. Both types of companies are often dealing with overwhelming stress, the need to allocate precious few available resources, and the necessary cooperation of external parties (customers, vendors, lenders, etc...) to help get through the short term and build a sustainable long term situation.

Financial Modeling
Accounting
Analytical Presentation
Accounting Advisory
Financial Management
Financial Consulting
Finance & Accounting
Financial Planning
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