Hire the best Financial Modelers in India

Name: Financial modelers
Brand: Upwork
Rating: 4.8 (961 reviews)

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Clients rate Financial modelers

4.8/5

based on 961 client reviews

$20 hourly
Mehul B.
- 4.9/5
- (7 jobs)
TOP-RATED FREELANCER and CFA CHARTERHOLDER, specialised in the following fields ✔️Financial Modelling ✔️Pitch Deck and White Papers ✔️Content Writing ✔️Data management on MS Excel ✔️Equity Research ✔️Valuation EXTENSIVE EXPERIENCE in delivering Equity Research on FORTUNE 500 companies. I have single-handedly managed the drafting of INVESTMENT PROPOSAL for M&A and CREDIT deals. I have a piece of vast knowledge in drafting FINANCE BASED CONTENT WRITING which involves financial articles and blogs for NEWS & EVENT purposes. I have delivered complete FINANCIAL MODELLING and drafted related PITCH DECK with extensive use of INFOGRAPHICS. ⭐Why choose me over other FREELANCERS?⭐ ✅ CLIENT REVIEWS: I focus on carrying through VALUE to my client base and earning their TRUST. The client feedback on my profile is immensely vital to me and the value that I provide. ✅ OVER-DELIVERING: This is the most important attribute for me as a freelancer. I maintain my focus on GIVING more than what the client expects to RECEIVE. I take pride in leaving all of my clients saying "WOW". ✅ READILY RESPONSIVENESS: Since the beginning of my career as a freelancer, I am extensively responsive and kept all communication lines completely open with my clients. ✅ HUMBLE NATURE: This is the biggest aspect of my life that is presented in every facet of my life. My basic nature involves treating everyone with respect, comprehending all situations, and genuinely wanting to IMPROVE my client's situation. In all the roles that I have held, I have fostered strong analytical skills. I simultaneously gained respect from staff and management through effective communication and liaison.

Financial Modeling
Economic Analysis
Business Analysis
Mathematical Modeling
Valuation
Report Writing
Equity Research
Business Modeling
Industry Research
Microsoft Excel
$35 hourly
Alok S.
- 5.0/5
- (35 jobs)
Hello, I’m a Chartered Accountant (CA) with hands-on experience supporting businesses across India, the US, UK, and Australia. Whether you’re a startup or a growing company, I help you stay compliant, organized, and financially informed. ✅ Services I Offer: - Bookkeeping & Accounting – QuickBooks, Xero, Zoho, Wave, Sage - Bank & Credit Card Reconciliations - Accounts Payable (AP) / Accounts Receivable (AR) Management - Monthly Reports & Financial Statements - Clean-up & Catch-up Bookkeeping - Multi-currency Accounting & Global Compliance - Payroll & Tax Filing Support Why me: - Qualified CA with international accounting exposure - Detail-oriented and proactive with deadlines - Strong knowledge of GAAP, IFRS, and tax compliance - Client-first mindset with transparent communication Let’s simplify your accounting — and build a long-term partnership that supports your business growth. Message me to get started! Thanks

Financial Modeling
Certified Tax Preparer
Tax Law
Goods & Services Tax
US Taxation
Corporate Law
Account Reconciliation
Financial Audit
Zoho Books
Tax Return
Balance Sheet
Intuit QuickBooks
$85 hourly
Abhishek J.
- 5.0/5
- (117 jobs)
Hello, I'm Abhishek Jasuja, a Chartered Accountant with over 10 years of expertise in Financial Modelling & Valuations, FP&A, Corporate Finance, and Financial Reporting. Key Achievements: ✨ Ranked #2 globally in the Financial Modelling World Cup (Stage 3 - Nov 2020) ✨ Proven track record with Big 4 firms and leading Investment Banks ✨ Industry-agnostic professional with specialized focus on SaaS, Renewable Energy, and Real Estate sectors Core Competencies: 📊 Financial Modelling & Valuations: ✨Projected Financial Information (PFI) ✨Corporate Finance (Capital Structuring, M&A Advisory) ✨Discounted Cash Flow (DCF) Valuations ✨Comparable Company Analysis (Trading Comps) 📊 FP&A - MIS Reports and Analysis: ✨Financial Planning & Analysis ✨Management Information Systems (MIS) Reporting ✨Budgeting, Forecasting, and Variance Analysis 💡 Investor Pitch Decks: ✨Startup Fundraising Presentations with Strong Financial Backing ✨Interactive Dashboards for Data Visualization & Decision Support Client Feedback: "Abhishek delivers exceptional quality work, possesses deep domain knowledge, and is a pleasure to work with. Highly professional and always maintains a positive approach." 📧 Ready to bring financial clarity to your business? Feel free to reach out.

Financial Modeling
Visual Basic for Applications
SaaS
Energy & Utilities
Financial Accounting
Presentation Design
Real Estate Financial Modeling
Business Valuation
Financial Projection
Financial Analysis
Pro Forma Statement
Microsoft Excel
$40 hourly
Chirag K.
- 4.8/5
- (79 jobs)
I am a Qualified Chartered Accountant along with bachelor degree in Business administration with post qualification experience of 8 years in Bookkeeping, Accounting, Excel Functionalities, Data Analysis, Financial Modeling, Crypto Accounting, Budgeting and Projections, Tax Returns and Research, Audit and Company secretarial Services. I possess excellent computer skills that include but not limited to QuickBooks, Xero, Wave Accounting, MYOB administration, G Suite, Microsoft Office Applications (i.e Microsoft Word, Microsoft Excel etc), Data Analysis and projection of trends. For the crypto accounting I have excellent practical experience working on cointracking.info, cointracker.io and koinly In addition to that, I hold certification in QuickBooks pro advisor and Xero certified advisor. I am well versed with bill.com and Expensify, which are cloud-based software that automates back-office financial operations for small and mid-sized businesses Further, currently, I am running my own accounting firm wherein I Provide Accounting and Auditing services to 60+ E-Commerce, Real Estate, Start-Ups, Health care, Manufacturers, Wholesalers and Stockiest Clients. I also worked for a well known chartered accountant firm for 4 Years. The exposure of working for 4 years in a well known chartered accountant firm plus working in my own firm made me skilled adapting to new Situations, People, Culture, Scenario, Constantly changing business environment and government policies. With skillset I Possess, I aim to provide you with excellent outsourcing services, which will help you to improve efficiencies, reduce cost, take accurate business decisions in business planning and meeting deadlines. Treat Upwork as a free consultation, Get to know me, feel free to ask the questions and how I can help your business. I Look forward to speaking with you to see how we can assist each other to reach our business and life goals

Financial Modeling
Cryptocurrency
Business Plan
Startup Consulting
Management Consulting
CPA
Data Analysis
Microsoft Excel PowerPivot
Xero
Intuit QuickBooks
Bookkeeping
Internal Control
Account Reconciliation
$35 hourly
Yash S.
- 5.0/5
- (66 jobs)
Hi, I am a practising Chartered Accountant and Certified Financial Planner with over 16 years of experience I have underwriting experience for the retail mortgage and non-mortgage products for about 14 years. I have managed a team of more than 100 people and was head of credit and risk when was working in the industry As a practising professional, my core areas of work are accounting, bookkeeping, taxation, consultancy for financial institutions and fintech companies, outsourcing and digitisation. Apart from being a fellow member of Institute of Chartered Accountants of India, I am also a Certified Financial Planner I have Proadvisor Certification on Quickbooks and advisor certification from Xero. I also have certification on Quickbooks and financial modelling from Udemy and Six Sigma Green Belt certification from BMGI. I am a partner for finance products in India for Zoho (including Zoho Books, Zoho Inventory, etc.) Apart from Quickbooks, Xero and Zoho Books, I also have knowledge of Fresh Books, Wave and Tally ERP Till now we have completed the following major projects: 1. Migration from excel records to Quickbooks Online 2. Migration from legacy software to Zoho Books 3. Ongoing Bookkeeping on Quickbooks Online and monthly Payroll 4. Bookkeeping on excel for about 2 years 5. Financial budgeting model for a client who wanted to expand geographically Apart from this, we have done demo accounting on the following Accounting Softwares: 1. Xero 2. Wave 3. Fresh Books I am a advisor with multiple consultancy firms as well. I also have expertise in following (have also completed few projects in the recent past): - Portfolio due diligence - Special/Focussed audits - Financial modelling In terms of compliances of me and my firm (to give you the comfort on discipline): - GST registered. Returns and tax paid well ahead of time - MSME registered - Income tax returns filed well ahead of time

Financial Modeling
Bill.com Accounts Receivable
Credit Scoring
Management Consulting
Tally.ERP
Certified Financial Planner
Bill.com Accounts Payable
Zoho Books
Bookkeeping
Microsoft Excel
Accounting Software
Intuit QuickBooks
$125 hourly
Karthikeyan V.
- 5.0/5
- (33 jobs)
Hi there, You sit across from me, the uncertainty clear. "I need to raise funds, but my projections are off," you say. I nod; this is common—and solvable. Together, we'll build a compelling story for investors, backed by precise cash flow projections and a clear funding strategy. With my guidance, your pitch will be strong, focused, and ready to impress. I'm Karthikeyan, a Fractional CFO with 18+ years in Corporate Finance, Financial Modeling, and Strategy. I specialize in helping founders and business owners, particularly in SaaS and tech, achieve real ROI from finance. Excited to connect!

Financial Modeling
Budget Planning
SaaS
Financial Management
Alteryx, Inc.
Financial Reporting
Financial Planning
Startup Consulting
Management Information System
Xero
Company Valuation
Microsoft Power BI
Financial Analysis
GAAP
Intuit QuickBooks
$40 hourly
Dinesh S.
- 4.8/5
- (137 jobs)
Hello, I am an experienced engineer with a bachelor's degree in Electrical and Energy, with over 12 years of experience designing residential, commercial, and utility-scale solar power projects. Among the services I can provide are: ✅ Initial design, proposal design, sales design. ✅ Annual energy yield analysis, with 3D shadow casting. ✅ Permit planset preparation according to the AHJ (city) and Utility requirements. ✅ Permit planset submission to the city for permit approval. ✅ NEM application filing through the Utility portal. ✅ Permit follow-up and correction as per AHJ comment. ✅ MPU (Main panel upgrade) application filing through the Utility portal. ✅Asbuilt drawing preparation. ✅Process flow improvement, automation, and CRM setup. ✅ Solar systems designing and electrical engineering work for residential solar, commercial solar, utility-scale solar, and battery storage-based projects. ✅ PE stamps for 49 states of the US. (Through my associate in the US). ✅ Financial analysis, feasibility study, and LCOE analysis. 👉 Software Competency: Aurora Solar | Helioscope | SAM (System Advisor Model) | PVsyst | SunDat | AutoCAD | SolarEdge Designer | Homer grid 👉 Top US Clients, I have worked with: ✅Vivint Solar ✅Semper Solar ✅PosiGen ✅Revamp Engineering ✅EVS, Inc. ✅TPE Solar ✅SunTribe ✅Terabase ✅Safari Solar and more... I am looking forward to working with you... Thanks, Dinesh Sahu

Financial Modeling
System Advisor Model
Solar Design Software
Energy Storage
Solar Energy Simulation
PVSyst
PV Sizing
PV System Design
Solar Energy
Solar Farm Design
Aurora Solar
Electrical Drawing
Solar Design
Helioscope
Electrical Layout Design
$40 hourly
Virang M.
- 4.9/5
- (219 jobs)
Experience of 10 years in Excel and Googlesheet Automation and designing. Proficient in using: • Microsoft Excel, Google Sheets, Zoho Sheets • Quickbooks, Xero, Zoho, Odoo Thorough knowledge in fields: • Bookkeeping and Finalization of books of accounts with CPA. • Preparing Business Purpose Dynamic Dashboards • Power BI and Presentation • Macros | VBA / App Scripts • Charts / Graphs • Pivots, Lookup Formulas • Array Formulas / Solver Functions • Many other complex tasks in Spreadsheet. Let's get connected!

Financial Modeling
Finance & Accounting
Financial Accounting
Financial Analysis
Financial Planning
Google Sheets
Data Entry
Accounting Software
Bookkeeping
Microsoft Excel
Intuit QuickBooks
Tax Return
Zoho Books
$31 hourly
Shashvat S.
- 4.7/5
- (74 jobs)
TOP RATED PLUS (TOP 3%) FREELANCER WITH 100% JOB SUCCESS SCORE! Unleashing the Power of Data with Creativity and Insight About Me Hello there! I'm Shashvat Sachdeva, a passionate Data Analyst and Finance enthusiast with an insatiable curiosity for unraveling the hidden gems within vast datasets. I thrive on transforming raw data into meaningful insights that drive informed decisions and strategic actions. Let me take you on a journey through my data-driven universe, where creativity and analysis intertwine to create captivating solutions. Education and Expertise My journey into the world of data began with a strong academic foundation. I pursued a Post Graduate Certificate in Data Analytics for Business from St Clair College, Canada. During this comprehensive program, I excelled in coursework encompassing Statistical & Exploratory Data Analysis, Artificial Intelligence, Machine Learning, Deep Learning, Financial Analytics, and Business Intelligence. Prior to that, I earned a Bachelor of Science in Finance from Narsee Monjee Institute of Management Studies, India. My coursework covered various facets of finance, including Investment Analysis, Financial Risk Management, Corporate Finance, and Portfolio Management. Professional Experience My professional voyage commenced as a Senior Associate at EXL Service, India, where I managed a portfolio of $20 billion in assets under management for a Hedge Fund. I took pride in preparing and auditing performance reports, while also implementing automated reporting solutions using Macros/VBA in MS Excel, saving significant time and ensuring error-free results. My tenure at EXL Service also saw me optimize costs through a meticulous review of technological expenses, leading to a 20% reduction in unnecessary expenditures. Additionally, my analytical prowess was instrumental in optimizing Travel and Entertainment expenses, resulting in a 15% reduction and improved cost efficiency. I also contributed significantly to credit risk management, developing frameworks and models that complied with regulatory requirements and industry best practices. Data-Driven Projects Throughout my career, I have undertaken projects that showcase the true potential of data analytics. From developing an AI-powered Admission Process Automation Tool for universities to monitoring activity and sleep patterns in healthy individuals using wearable devices and machine learning models, each project demonstrates my passion for data-driven solutions. Let's Connect! I'm excited to continue exploring the limitless possibilities of data and analytics. Whether you're seeking a data-driven solutions, want to collaborate on a project, or simply want to connect over shared interests, feel free to reach out to me. My services include but are not limited to: ✅Google Data Studio/Looker Dashboard ✅Power BI Dashboard ✅Tableau Dashboard ✅Excel Dashboard ✅Financial Modelling/Analysis ✅Google Sheets/Excel Automation ✅VBA/Macros ✅Book Keeping ✅Database Management using SQL/MS Access ✅Scripting using Python/R Programming ✅Chatbots ✅Alteryx Frameworks I prefer prioritizing the quality of deliverables and paying utmost attention to them by sticking to timelines and deadlines. On top of it, I can handle critical and sensitive information and adhere to compliance. I am dedicated to continuously learning and enhancing my skills and upgrading myself and following the latest BI Tools, analytics strategy, tracking trends, and implementation, which allows staying on top of Big Data Analytics. With the help of these tools, I create and subsequently measure, customized metrics based on an organization’s goals, events, and funnels. Sectors Served: ✅Financial Sector ✅Healthcare Sector ✅Information Technology Sector ✅Real Estate Sector ✅Marketing Sector Sincerely, Shashvat #Looker #Snowflake #Sales Analytics #Business Analysis #HubSpot #Salesforce #CRM Software #Data Analysis #Looker Studio #Google Analytics #WooCommerce #Web Development #Google Tag Manager #Facebook Audience Network #Analytics #Dashboard #Data Visualization #Data Transformation #Data Analysis Expressions #SQL #Python #Microsoft Power BI #Data Modeling #ETL #Competitive Analysis #Qualitative Research #Consumer Research #Market Analysis #Market Research #Article Writing #Business Intelligence #Machine Learning #Finance #Tableau #R #Microsoft PowerApps #Financial Report #Payroll Accounting #Bank Reconciliation #Accounts Receivable #Accounts Payable #Microsoft Excel #Data Entry #Spreadsheet Software #Financial Analysis #Accounting #Bookkeeping #Intuit QuickBooks #Microsoft Word #Xero #Spreadsheet Automation #Google Apps Script #Google Sheets Automation #Excel Formula #Excel Macros #Spreadsheet Skills #Data Scraping #Data Integration #Google Sheets #Shopify #Google Docs #API #Zapier #Financial Modeling #Financial Projection #Company Valuation #Financial Planning #Mathematical Software #Automation #Microsoft SQL SSAS #Data Warehousing & ETL Software

Financial Modeling
Excel Formula
Financial Plan
Financial Audit
Google Sheets Automation
Fund Accounting
Financial Analysis
Business Analysis
Microsoft Power BI Data Visualization
Spreadsheet Software
Macro Programming
Looker Studio
Microsoft Excel
Google Sheets
Microsoft Power BI
$50 hourly
Gyanasarathi P.
- 5.0/5
- (37 jobs)
With over 5 years of commercial real estate experience in acquisitions, asset management, financial analysis, investor reporting, and underwriting, I bring a wealth of expertise to the table. My proficiency extends across various asset classes, including commercial (office, hotel, retail, and data center), multifamily, industrial, and self-storage properties. Skills: • Underwriting • Argus Modeling • Waterfall Modeling • Multiphase Development Modeling • Property Management (Yardi Expert) • Bookkeeping & Accounting • Multifamily, Self-storage, Retail, Office, Hotel, and Mixed-use Properties Underwriting • Real Estate Development Financial Modeling • Real Estate Value-add Financial Modeling • Financial Modeling • Real Estate Lease Abstracting • Business Plan / Investment Memo Writing • Asset Summary Report (ASR) Writing • Comparative Market Analysis (Sales Comparison Approach) • Cash Flow Working and Modeling • Rent Roll Working and Modeling • Real Estate Market and Submarket Report Analysis (e.g., CoStar, REIS, Marcus & Millichap, etc.) Feel free to reach out with any questions or to discuss how I can assist you. I look forward to connecting!

Financial Modeling
Budget Management
Financial Analysis
Investment Strategy
Company Valuation
Presentations
$44 hourly
John O.
- 5.0/5
- (6 jobs)
John is an investment professional with a passion for small businesses, capital markets and investing. He has almost ten years of experience in private equity advisory / consulting and specializes in engineering complex financial models and creating in-depth sector research that identifies inefficiencies / opportunities for strategic plays and investment. In a previous life he spent nearly two years bringing a agro-based startup idea to fruition. John has a Masters in Finance and Management, is a CFA Charter holder and a certified FRM.

Financial Modeling
Pitch Deck
Mergers & Acquisitions
Industry Research
Business Consulting
$60 hourly
Hritik D.
- 4.7/5
- (79 jobs)
Young Investment Banker and Financial Analyst who loves to travel, partake in outdoor activities, and find new adventures along the way. Being a financial Analyst from one of the top 10 firms in India, I have gained practical knowledge of how big and listed companies operate. - Expertise in Financial modeling, Corporate finance strategies, Business valuation, Capital Budgeting, Financial Statement Analysis - Startup Funding and Valuation -Advance Excel and Data Analytics - Pitch Presentation, SWOT Analysis, Business Plan, Market Research, Competitive Analysis & Benchmarking. - US and Australia Stock Market - Internal Financial Control testing, Risk Mitigating strategies, Risk Control Matrix designing, and SOP Designing. - Virtual CFO and handling monthly reporting, performance analysis, compliance management, budgeting & forecasting. - Expertise in Cloud book-keeping software like QB, XERO, ZOHO etc Over the years I have found out that nothing satisfies me more than meeting new people, developing a new relationship, solving problems, and contributing to the overall growth of the business.

Financial Modeling
Financial Statements Preparation
Quantitative Finance
KPI Metric Development
Zoho Books
Odoo
Spreadsheet Software
Managerial Finance
Financial Report
Investment Strategy
Balance Sheet
Company Valuation
Financial Analysis
Cash Flow Analysis
$50 hourly
Manasi B.
- 4.9/5
- (17 jobs)
I am a MBA in finance and CFA holder having more than 7+ years of experience in valuation/ financial modelling and Equity research. Currently working with BIG4 ('KPMG'). I possess exceptional skills in:- 1. Financial statement analysis (Ratio analysis) 2. Financial modeling with forecasting 3. Valuation, M&A, Financial analysis 4. Project finance and Debt scheduling 5. 409A Valuation, Wind, Solar models 6. Pitch deck preparation/presentations 7. Company and Industry profiling Work summary :- • Building in-depth financial forecast models and preparing pitch books. Value companies using DCF and relative multiples. Handling queries and request from clients. • Analyzing Macroeconomic changes, industry trends and other important company events to forecast financial statements. • Forecasted financial statements, created presentations and reports. Happy to work with you. THANK YOU!!!

Financial Modeling
Pitch Deck
Pitchbook
Microsoft Excel PowerPivot
Solar Energy
Market Analysis
Financial Analysis
Chartered Financial Analyst
Valuation
Ratio Analysis
Business Valuation
Forecasting
Financial Projection
Accounting
Microsoft Excel
$100 hourly
Anand U.
- 4.8/5
- (36 jobs)
🏆 I am a 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 𝗮𝗻𝗱 𝗦𝗲𝗻𝗶𝗼𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗻𝗮𝗹𝘆𝘀𝘁 𝘄𝗶𝘁𝗵 𝟴+ 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 in Investment Banking, Private Equity, FP&A, Financial Modeling, and Credit Risk. I specialize in turning financial complexity into strategic clarity—designing powerful models, optimizing capital allocation, and driving sustainable profitability. From high-stakes multi-million dollar transactions to risk management frameworks, I help businesses make smarter, data-driven decisions that accelerate success. 🏅 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗔𝗱𝘃𝗶𝘀𝗼𝗿 & 𝗗𝗲𝗿𝗶𝘃𝗮𝘁𝗶𝘃𝗲𝘀 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁, adept at navigating financial markets, structuring deals, and enhancing portfolio performance. 𝗦𝗸𝗶𝗹𝗹𝗲𝗱 𝗶𝗻 𝗣𝘆𝘁𝗵𝗼𝗻, 𝗖/𝗖++, 𝗘𝘅𝗰𝗲𝗹 𝗩𝗕𝗔, 𝗮𝗻𝗱 𝗔𝗜-𝗱𝗿𝗶𝘃𝗲𝗻 𝗮𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀, I craft cutting-edge solutions that blend technology with finance for maximum efficiency. Holding a Bachelor’s in Finance from Berkeley College, New York, and currently pursuing a Master’s in Finance from PSU, I bring a deep analytical approach to every financial challenge. 🌎 Beyond numbers, I build lasting partnerships, delivering tailored financial strategies that unlock growth and long-term value. If you're looking for precision, profitability, and financial excellence, let’s create something extraordinary together!

Financial Modeling
Budgeting & Forecasting Software
Financial Statement
Investment Strategy
Private Equity
Finance & Accounting
Algorithm Development
Investment Banking
Quantitative Analysis
Portfolio Management
Investment Research
Risk Analysis
Valuation
Financial Analysis
Pro Forma Statement
Forecasting
$80 hourly
Manish K.
- 5.0/5
- (22 jobs)
⭐Top 10% talent on Upwork 💎 Unmatched Quality 🔥 Unwavering Commitment ✅ Prompt & Efficient Communication Top-Rated Management Consultant (Ex-Big3, LBS MBA, B-Eng Computer Science) with 10+ years of solid experience, serving F500 clients. I specialize in solving the most complex business problems and providing strategic solutions across diverse industries. Use cases in which I can assist your business- 🚀 Business Growth Strategy 💰 Revenue Optimization 📊 Profitability Analysis & Margin Improvement 🔍 Market Analysis & Trends 📈 Pitch Deck & Corporate Presentation Design 📝 Strategic Business Planning & Vision Setting 🧐 Feasibility Studies for New Ventures or Expansions ✂️ Cost Reduction & Efficiency Improvement 🎯 Customer Segmentation & Target Market Strategy 🚀 Product or Service Launch Strategy 🌍 Global Expansion & Cross-Border Strategy 💡 Innovation & Disruptive Technology Adoption 🤝 Strategic Partnerships & Collaboration Opportunities 🔄 Business Model Transformation & Pivot Strategy My achievements so far- 🖥️ 250+ Presentation Designs: Crafted visually compelling and content-rich business presentations. 🧩 200+ Case Studies: Developed strategies that drove high-impact growth. 📊 150+ Pitch Decks: Designed investor-centric pitch decks that effectively secured funding. 📝 100+ Business Plans: Enabled startups to secure loans, investments and grants. 🚀 50+ SRS Documents: Translated entrepreneurial visions into actionable and scalable product roadmaps. 🛣️ AI Transformation Roadmap: Crafted strategic roadmaps for AI-driven digital transformation. Global Reach, Sustainable Solutions; Serving clients in- 🇮🇳 India 🇺🇸 USA 🇬🇧 UK 🇨🇦 Canada 🇪🇺 European Union 🌏 APAC 🌍 GCC (Gulf Cooperation Council) 📬 NEXT STEPS: Please feel free to drop me a message at your convenience for a free consultation. Let's connect and discuss how I can assist you in maximizing the potential of your business!

Financial Modeling
Business Valuation
Growth Strategy
Business Strategy
Business Presentation
Presentation Design
Startup Consulting
Business Plan
Financial Projection
Microsoft PowerPoint
Financial Analysis & Valuation
Business Consulting
Pitch Deck
Management Consulting
$50 hourly
Ritik M.
- 5.0/5
- (6 jobs)
I am a seasoned financial modeler with experience across project finance, structured finance, credit underwriting, valuations and investment banking. I completed my MBA from IIM Kozhikode in 2021 and have cleared all levels of the Chartered Financial Analyst Program. I am currently working with a Project Finance Consulting firm since Nov '22 as an Associate in the core finance team where my key responsibilities include Financial Modelling, interaction with clients, Financial due diligence & facilitating debt raising/ structuring. Prior to this, worked as a Rating Analyst at CRISIL Ratings with LCG - Structured Finance Rating team where my core responsibilities were to evaluate and execute securitisation transactions originated by Indian NBFCs and engage with clients on their portfolio performance and share insights on securitisation market. I completed my MBA summer internship at CRISIL Ratings Structured Finance team and was able to secure a Pre-Placement Offer.

Financial Modeling
Business Analysis
Microsoft PowerPoint
Excel Macros
Financial Management
Financial Analysis & Valuation
Cash Flow Analysis
Finance
Stress Testing
Financial Model
Financial Risk
Accounting Principles & Practices
Microsoft Excel
$90 hourly
Narayanan H.
- 4.9/5
- (63 jobs)
 Ex Banker (Citibank, Mashreq)  Chartered Accountant  Financial Modelling Specialist  Pitch Deck Specialist  Strategic Planning, Budget & Valuation. I'm a seasoned banking professional with over 20 years of experience in strategic planning, financial and management accounting, regulatory reporting, and MIS. My background includes a successful tenure at Citibank and other multinational banks, where I spearheaded various initiatives and played a key role in financial management, strategic planning, and innovative projects. I am now a freelancer, offering my wide-ranging skills and knowledge to businesses looking to optimize their financial strategies and achieve sustainable growth. I specialize in financial modelling, business plan preparation, pitch deck creation, and investor presentations, among other services. My broad experience in the banking sector has equipped me with the precision, diligence, and foresight required to help businesses make informed decisions. My utmost pleasure lies in assisting businesses in making better decisions and watching them grow. Are you a business owner or entrepreneur who is struggling with any of the below-mentioned problems? • Is the complexity of financial modelling consuming more of your time than you'd like? • Do you find it challenging to ensure the accuracy of data when consolidating information from various sources? • How confident are you in forecasting your business's financial performance, especially in uncertain environments? • Do you ever feel that your lack of financial modelling expertise hinders your strategic decision-making? • How do you handle changing business landscapes and ensure your financial assumptions and projections stay up-to-date? • Have you faced difficulties incorporating different scenarios into your financial models for effective scenario planning? • Do resource constraints, especially in smaller businesses, impact your ability to dedicate time and effort to financial planning? • Is presenting complex financial information to stakeholders in a clear and understandable manner something you find challenging? If yes, look no further—I am here to address your financial modelling challenges and guide you towards strategic decision-making with confidence. I can offer you a range of financial services and contribute to your business's financial excellence, I'm here to support your journey. Are you a start-up company facing some of the below-mentioned problems while preparing pitch decks? • Story Clarity: Do you find it challenging to articulate a clear and compelling narrative that effectively communicates your business idea and its value proposition? • Content Prioritization: How do you decide on the most crucial information to include in your pitch deck while maintaining brevity and avoiding information overload? • Visual Appeal: Are you struggling to strike the right balance between visual elements and text in your pitch deck to keep your audience engaged without sacrificing professionalism? • Financial Projections: Do you face difficulties in developing realistic and persuasive financial projections that instil confidence in potential investors? • Market Understanding: How confident are you in demonstrating a deep understanding of your target market, competition, and the unique selling points that set your startup apart? • Adaptability: Is it challenging to craft a pitch deck that can be easily tailored for different audiences, whether they are potential investors, partners, or clients? • Consistency: Do you struggle to maintain a consistent and cohesive visual and messaging theme throughout your pitch deck? • Engagement: How do you ensure that your presentation captivates and maintains the attention of your audience, fostering interest in your business? • Handling Questions: Are you prepared to anticipate potential questions or concerns from investors and proactively address them in your pitch deck? • Differentiation: Do you find it challenging to clearly articulate what makes your startup distinctive and why it stands out in the market landscape? Having crafted numerous pitch decks for a variety of startups, I specialize in addressing the very challenges you might be facing. I ensure crystal-clear storytelling, adept content prioritization, and an engaging visual approach. My expertise in developing realistic financial projections, understanding market dynamics, and tailoring presentations for diverse audiences positions me to not only meet but exceed your expectations. Let's collaborate to make your pitch deck a compelling and impactful tool for your business success Please feel free to get in touch if you believe that my skills and experience align with your requirements or if you have any specific projects in mind. I'm here to provide you with the expert financial guidance your business deserves.

Financial Modeling
Marketing Presentation
Sales Presentation
Fundraising Presentation
Investment Preparation
Presentation Design
Accounting
Budget Planning
Business Presentation
Financial Consulting
Bookkeeping
Financial Analysis
Financial Policies & Procedures
Pitch Deck
Business Planning & Strategy
$70 hourly
Jatan V.
- 5.0/5
- (9 jobs)
A Corporate finance professional with experience across Valuation, M&A and fundraising financial models. I have experience working with lenders, investors as well as credit rating agencies for financial requirements. I have also worked on cross-border M&A deals, reviewing key agreements as well as preparing their financial models. I'm an MBA from IIM Bangalore and an MiM from ESCP Business School, Paris, with a specialization in Investment Banking.

Financial Modeling
Google Sheets
Microsoft Excel
Business Plan
Project Finance
Private Equity
Venture Capital
Mergers & Acquisitions
Financial Analysis & Valuation
Fundraising
Investment Banking
Corporate Finance
Finance
$40 hourly
Sarthak G.
- 4.7/5
- (25 jobs)
MBA (Finance) | CFA | FRM | B. Sc(H) Statistics Ex Companies: JP Morgan, Goldman Sachs, Tresvista Financial Services My key strengths include: ⦿ Financial modeling proficiency: Constructing and utilizing DCF, M&A, and LBO models for deal completion and investment analysis. ⦿ Industry knowledge: Providing 360° support to Private Equity clients, facilitating transactions from initiation to acquisition. ⦿ Expertise in credit and liquidity risk management: Assessing creditworthiness, building credit reports, and crafting covenant reports for private equity and high-net-worth individuals. Looking to partner with clients on projects involving: ⦿ Financial modeling (DCF, LBO, M&A) ⦿ Financial Forecasting (Revenues and costs using Industry trends ⦿ Private Equity deal facilitation and support ⦿ Financial Writing / Academic Writing ⦿ Liquidity risk management solutions ⦿ Credit risk analysis and reporting Ready to discuss your specific needs and showcase the value I can bring to your project. Additional highlights: Collaborated on multiple research papers in stock market assessment and trading strategies. Proficient in Bloomberg, Capital IQ, and Pitchbook. Feel free to connect with me to learn more about my qualifications and discuss how I can contribute to your success!

Financial Modeling
Financial Variance Analysis
Python
Market Research
Company Valuation
Financial Analysis
Industry Knowledge
Data Analysis
Microsoft PowerPoint
Microsoft Excel
Statistics
Finance & Accounting
Forecasting
Risk Management
Risk Assessment
$120 hourly
Vansh T.
- 5.0/5
- (24 jobs)
Experienced in developing quantitative/statistical models for financial markets. Crypto, Equities, Forex, Derivatives(FnO). Brokers: Interactive Brokers, Zerodha, Alpaca, FXCM, Angel One, Alice Blue, MT5, Trading View. Software development: Python, NodeJs, ReactJs, C++, MongoDB, SQL, Postgres.

Financial Modeling
Stock Market
Cryptocurrency
Quantitative Research
Quantitative Analysis
Quantitative Finance
API Development
SQL
API Integration
Database
Forex Trading
MongoDB
C++
C
Python
$45 hourly
Smita S.
- 4.9/5
- (504 jobs)
MBA from IIM Bangalore ( top business school in India), CFA with 11 years of experience in management consulting and investment banking firms. Expertise in financial modeling, startup assistance, data analytics and pitch decks.

Financial Modeling
Financial Writing
Financial Reporting
Data Analysis
Business Valuation
Business Analysis
Business Intelligence
$35 hourly
Kapil J.
- 4.8/5
- (228 jobs)
Tired of doing a same task repeatedly?? Let me help you in AUTOMATING your tasks with EXCEL/ Google Sheet! This will help you save a lot TIME! 🥇 Microsoft Certified 🤵 Expert on Advanced Excel Formulas, Google Sheet Dashboarding & Scripting Automation and Excel VBA Automation, Excel Macros 🛠️ Microsoft Excel, Excel Macro, Excel Automation, VBA Macros, Google Sheets, Excel Formulas, Google Sheet Appscript, Google Sheets Formula, Google Sheets Dashboards, Excel Dashboards, Excel Data Analysis with the power of AI, AI Integration, Chat GPT, Google Apps Script, Construction Estimating Tool, Quote Tool ════ Who Am I? ════ Hi, pleasure to meet you! I'm Kapil, a Excel & Google Sheet Expert Specialist, Visual Basic Application Developer, Appscript Developer & Data Analyst with a decade of experience working with data. For the last few years I've been helping companies all over the globe in automating their business process and help unload repetitive tasks. I am passionate in creating a story behind large data's and process them based on your business needs. Over the years, I handled over 500,000 raw data processing at the same time! Let's make your numbers speaks for you and your business. If you're looking for someone who can understand your needs, collaboratively develop the best solution, and execute a vision - you have found the right person! Looking forward to hearing from you! ═════ What do I do? (Services) ═════ ✔️ Microsoft Excel Expert Specialist - Complex Excel formulas - Excel Automation Development - Excel Macros/ excel VBA - Excel Forms and Power Queries - Excel Pivots, Slicer and Charts - Excel Dashboards - Excel Template - AI Integration to Excel - API Integration - API Pulling to Excel Automation - Excel Quoting Tool - Estimating Tool - Custom Excel Template - Excel Calculations ✔️ Google Sheets Automation Specialist - Advanced Google Sheet Formulas - Google Sheet Apps script Development - Scripting and Automation - Google Sheets Dashboards - Data Analysis ✔️ Microsoft Outlook VBA Developer - Automate sending/receiving emails - Automate outlook searches - Search within outlooks emails automation ═════ How do I work? (Method) ═════ 1️⃣ First, we need a plan; I will listen, take notes, analyze and discuss your goals, how to achieve them, determine costs, development phases, and time involved to deliver the solution. 2️⃣ Clear and frequent communication; I provide frequent project updates and will be available to discuss important questions that come up along the way. 3️⃣ Stick to the plan; I will deliver, on time, what we agreed upon. If any unforeseen delay happens, I will promptly let you know and provide a new delivery date. 4️⃣ Deliver a high-quality product. My approach aims to deliver the most durable, secure, scalable, and extensible product possible. All development includes testing, documentation, and demo meetings.

Financial Modeling
Microsoft Power Automate
Spreadsheet Macros
Macro Programming
Excel Macros
Lean Consulting
Data Analysis
Six Sigma
Power Query
Microsoft Power BI Data Visualization
Google Sheets
Dashboard
Microsoft Power BI
Tableau
Microsoft Excel
$120 hourly
Anup A.
- 4.9/5
- (484 jobs)
Anup has the rare crossover of skills in accountancy, finance, excel, databases and programming. He is a first principles problem solver who believes the basic building blocks of all business are the same, and one can focus on these basic parts to solve any problem rather than looking for precedents or 'industry experts'. He has 15,000+ hours of excel experience. In the last 10 years of his consulting practice, he has worked with 240+ clients on 300+ businesses with problems like business forecasting, financial planning, budgeting, resource planning, project management, data management all using the versatile Microsoft Excel. These clients love him, they talk highly of his work. He has been recognized as one of the top financial modellers in the world by Modeloff. Fund managers and investment bankers in Europe and the Americas trust him with their modelling needs. His love for automation on Excel and understanding of finance produce some of the most unique spreadsheet solutions. Some of these help 50+ employee businesses run their operations and keep things on track.

Financial Modeling
Visual Basic for Applications
Cash Flow Modeling
Real Estate Financial Modeling
Corporate Finance
SQL
Real Estate Appraisal
Financial Reporting
Microsoft Excel
Financial Analysis
$90 hourly
Tejas V.
- 4.9/5
- (112 jobs)
🥇Expert-Vetted (Top-1% on Upwork) HubSpot-Certified, Automation and Analytics Consultant ✅ I'm a marketing strategy consultant with over 10 years of experience in data analytics and marketing automation. ✅ I have a master's degree in marketing, and I regularly deliver end-to-end designed and managed projects in HubSpot, Salesforce, Zapier, Make, CRM, Excel, Google Sheets, Google Analytics, Tag Manager, PowerBI, and Google Data Studio. ✅ Key Skills 1️⃣ Advanced Excel and Google Sheets (Pivot Tables, Array Formulas, VBA, Macros) 2️⃣ HubSpot (CRM, Marketing, Sales, Onboarding, Reports, Dashboards) 3️⃣ Reporting and Simulation Dashboards (Excel, PowerBI, Google Data Studio) 4️⃣ Survey Design and Analytics (SurveyMonkey, Google Forms) 5️⃣ E-commerce (Shopify, Kickstarter, Klaviyo, Google Analytics) 6️⃣ Email Marketing (HubSpot, EngageBay, Mailchimp, Sendinblue) 7️⃣ Marketing Automation (HubSpot, Salesforce, EngageBay, Zapier, Make, Supermetrics) ✅ I help clients strategize the best way to collect, connect, visualize, and monetize their data and grow their businesses. 🏆🥇 Certifications: 🏆 HubSpot Marketing Software Certification 🏆 HubSpot Email Marketing Certification 🏆 HubSpot Inbound Certification

Financial Modeling
HubSpot
Supermetrics
Marketing Automation
Explainer Video
Zapier
Marketing Strategy
Analytics
Email Marketing
Marketing Analytics
Power Query
Google Sheets
Dashboard
Tableau
Microsoft Power BI
Microsoft Excel
$60 hourly
Atul G.
- 5.0/5
- (31 jobs)
A professional in market research / strategy and investment research / strategy consultant with 20+ years work experience, worked in past full-time with Deloitte and EY. A true professional for reliable and sustainable research / advisory solutions. I can help you with your: 1. Business strategy - Segment, Target and Position + Segmentation: It is critical to do the right segmentation of your market, if you get this wrong then your chances of failure increases to 90% in the first year itself. + Targeting: The next critical step is targeting, which needs identification of the right channels to reach your audience most effectively and efficiently. The growth and profitability of your business hinges heavily on this + Positioning: Once you have figured out the marketing channels, the next step is "right messaging". Remember there are scores of products/ services out there. When you reach to your audience you want your compelling value proposition to stand out. If you get this right, then your conversion rate would increase exponentially. As an experienced expert, I can help you build a sound marketing strategy to help you build a business that not just grows but also garners healthy profit margins. 2. Business Plan, pitch deck, financial modeling and valuation: Understand your business model and build a custom business plan, investor pitch, and financial projection model that can be easily read and inputs can be adjusted as per need basis to generate financial statements on separate tabs. Do valuation of any company or startup to help price the shares fairly and attractively to the investors and in the process help raise funds. 3. Equity Analysis and Modeling: Perform equity analysis and valuation using any method preferred by the client or what is the best for that industry: value, multiplier, and asset-based valuation models 4. Product or market development: Spot opportunities or gaps in the market There is always some unmet need in the market, irrespective of the product / service or location. This is not always apparent. For example consider the every growing number of health conscious people. It has implications on almost every market. The idea is to understand the need with respect to the relevant product or service and work a most efficient product / service around it. 5. Build a strong value proposition: Mapping market vis a vis your offering / capability Ever wondered despite having a strong offering, why the sales are not as expected? It is quite possible that the value proposition is not well defined or the offering is perceived as one among many. It is essential to clearly understand the value from customer's point of view and position the product accordingly. Customer perception makes all the difference. 6. Size your market potential: TAM, SAM and SOM Ever wondered what is the opportunity size for your specific offering? It all depends on clear slicing and dicing of the target audiences along with the competition that you face in the market. A clear value proposition is the first step of this process. This along with a deep analysis of demand and supply-side can help narrow down on what you can achieve with your offering. I have worked with: - Global financial institutions - Big names in technology, telecom, manufacturing, retail, healthcare & consumer products . - Global PE/VC investors - Top tier consulting firms - The largest syndicated market research company I have been working in the business and financial research domain for over 20 years. I hold a Masters in Business Administration in Marketing and Finance and a Bachelors degree in Chemical Engineering. Additional qualifications include Business Statistics, HTML, and Python. I have carried out business strategy, and financial/investment research and analysis assignments across various company sizes, including those in nascent stages. In terms of locations I have worked on markets from around the world, Americas, Europe, Asia Pacific, Middle East and Africa. My work experience includes: - 200 page B2B US market, 1,000 pages global market research reports covering every aspect in-depth - Custom investment reports for PE/VC investors - Market sizing and forecasting models using linear regression, Bayes probability theorem and other such forecasting tools - Business plans and financial modeling for start-ups - Analysis and presentations for start-up companies - Equity research reports - Corporate presentations for CXOs - Strategic reports related to opportunity analysis and market entry - White papers and point-of-view articles - Analytical frameworks for brownfield expansion - Market size estimation and forecasts - B2B surveys and analysis Throughout my career my work has been well appreciated by senior management and clients.

Financial Modeling
Startup Consulting
Growth Strategy
Pitch Deck
Business Research
Industry Research
Market Research
Secondary Research
Business Consulting
Market Analysis
Business Strategy
Go-to-Market Strategy
Presentations
Competitive Analysis
Business Plan
$40 hourly
Raghav B.
- 5.0/5
- (39 jobs)
Hello there, I'm a qualified Chartered Accountant with years of experience in the financial industry. Not only am I a CFA Level 2 certified professional, but I'm also Xero and QuickBooks Certified ProAdvisor. Over the past decade, I've worked as a freelance consultant, completing 200+ projects for 50+ clients all around the world. My goal is to help my clients achieve financial success by taking a hands-on, personable approach to their needs. As a virtual CFO, I have managed end-to-end finance and accounting business functions for various client organizations. Leveraging my widespread experience across multiple industries worldwide and hands-on experience with various accounting software suites, I've enabled extensive financial and strategic growth for my clients in a short span of time. I specialize in creating dynamic and complex financial models and business plans and strategies for companies seeking funding globally. My services are designed to help your business thrive, and include: 1. Financial modeling, which includes cash flow modeling, forecasting, insight generation, and valuation modeling. 2. End-to-end bookkeeping services, such as account reconciliation, accounts receivables and payables, inventory management, cash flow management, GL maintenance, payroll processing, and more. I work on various platforms like Xero, QuickBooks, Wave Apps, Sage, MYOB, and others. 3. Financial reporting and analysis, which includes standard and customized reports, intelligent dashboards, and visualization. 4. Income Tax Return Filing (UK), Companies House Filings (UK). If you're looking for a dedicated and experienced financial advisor who can help take your business to the next level, I'm here to help. Let's work together to achieve your financial goals and make your business dreams a reality.

Financial Modeling
Managerial Finance
Business Analysis
Financial Model
Finance & Accounting
QuickBooks Online
Financial Management
Business Valuation
Cost Accounting
Xero
Forecasting
Financial Planning
Intuit QuickBooks
Bookkeeping
Financial Analysis
$60 hourly
Anil P.
- 5.0/5
- (177 jobs)
Hello! I am Anil a senior and qualified business professional with 8 years freelancing experience, 29 years of industry centric experience and a former C.E.O. of an Indian affiliate of a French manufacturing major. Instrumental in raising capital for startups and counselling existing enterprises in devising corporate forays & strategies. Strong service intent with 78% retention and 93% recommendations of clients. Proficiency and expertise in:- * Business Planning * Pitch Deck * Market Research * Business Diagnostics * Marketing Plans * Strategic Business Consulting * Financial Modelling for Startups and * Legal Input Support. A time tested and client acclaimed, seasoned corporate professional with diverse and varied industry interface. An astute hands- on knowledge domain veteran, besides a time tested solution provider of complex textual, intellectual, and technical subjects and issues.

Financial Modeling
Online Market Research
Business Planning & Strategy
Business Plan
Business Writing
Corporate Brand Identity
Business Proposal Writing
Business Coaching
Marketing Strategy
Brand Consulting
Market Research
Market Segmentation Research
Brand Research
Market Analysis
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