Financial Modeler job description template

An effective description can help you hire the best fit for your job. Check out our tips to provide details that skilled professionals are looking for.

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Tips for Writing a Financial Modeling Analyst Job Description

A financial modeling analyst is a professional banker or financial adviser who applies financial modeling tools to run valuation numbers to provide financial advice in a number of businesses such as equity research, investment banking, financial planning, corporate development, and corporate finance. These models can apply to various business activities, such as financial modeling for revenue or operating costs.

Financial modeling analysts are expected to adapt and use a wide variety of financial models to balance sheets and be able to condense information into formats suitable to present to clients.

This article will cover a sample job description, exploring the daily responsibilities and necessary qualifications for a financial modeler.

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The Job Overview

We are seeking a dedicated financial modeler to join our growing company. You will have an excellent understanding of Excel (or other spreadsheet software) and use that to perform complex financial analyses of projects for clients.

Your duties will include analyzing financial modeling and transactions, performing sensitivity and other ad hoc analyses, and creating and conducting presentations for clients based on the results. The ability to work well under pressure and to tight deadlines is a must.

Responsibilities

Below are some of the responsibilities a financial modeler is expected to assume in their position:

Use Excel to produce high-quality spreadsheets and reports for clients
Use financial analysis tools to evaluate portfolio options and advise clients
Provide predictive forecasts, such as expected raw material needs or anticipated sales figures
Create and present easy-to-understand models for clients

Identify new business opportunities, such as undervalued securities or untapped revenue streams

Work with a team of financial analysts or other financial modeling analysts for decision-making and forecasting

Job Qualifications and Skill Sets

Below are the qualifications and skills expected of a financial modeling analyst:

A bachelor’s degree in mathematics, accounting, or finance; master's degree, CFA, or diploma in financial planning a plus
Excellent Excel skills or experience with similar spreadsheet software, including the use of charts, macros, and VBA
Knowledge of basic accounting concepts and a solid understanding of financial analysis terminology and best practices, such as DCF and financial statements
A keen eye for detail and an ability to sift through large data sets to extract meaningful information
Excellent time management skills, including the ability to work under pressure to meet tight deadlines

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4 Steps to Creating a Financial Modeling Analyst Job Description That Fits Your Needs

With a financial modeler job description template in hand, it’s time to write that financial modeling job post. Although you don’t need a complete job description as you would when hiring an employee, aim to provide enough detail for a contractor to know if they’re the right fit for the project.

Below are some factors to consider when writing your job description:

1. Determine What Type of Financial Modeler You Need

Financial modeling analysts come from a range of backgrounds depending on experience and specialty. For example, a private equity analyst and an investment banking analyst will have similar backgrounds in terms of knowledge base, but their financial modeling skills are aimed at different specialties.

2. Employee vs. Independent Contractor vs. Agency

Financial modeling analysts can be hired in-house, contracted through an agency, or hired independently as a freelancer. A freelance financial modeler might specialize in one area and could be employed to fill a single talent gap within your team. An agency will have a financial modeler team that can help with various aspects of your project. It all depends on how granular you want to get with your talent staffing needs. Worker classification can be tricky, so check out our compliance services resources page for more information.

3. Experience

The more experienced a financial modeler is, the more complex tasks they’ll be able to perform for your business. A junior financial modeler might be expected to run the numbers and produce reports based on models given to them by more-senior personnel. Alternatively, you might consult with a senior financial modeler to help with handling large-scale, high-value projects, performing equity research, and providing future guidance based on predictive analysis. Your project scope will determine the type of experience required for the job.

4. Location

Banking systems and financial markets can vary considerably from country to country and sometimes even from state to state. Though the academics of financial modeling are universal, the specific applications and use of particular financial tools and methodologies can differ among locations depending on local regulations. Specific licenses, such as for brokers, may be valid only within specific regions. Specifying location comes with the advantage that financial modeling analysts are likely to be more familiar with their local market.

Next Steps

Now that you know how to write an effective financial modeler job description, you’re ready to check out our list of top financial modeling analysts on Upwork. Their qualifications are listed along with their experience, giving you all the information you need to find the right fit for you.

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Financial Modelers you can meet on Upwork

$20 hourly
Mehul B.
- 4.9
- (7 jobs)
Jaipur, RJ
Financial Modeling
Economic Analysis
Business Analysis
Mathematical Modeling
Valuation
Report Writing
Equity Research
Business Modeling
Industry Research
Microsoft Excel

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.
$10 hourly
Iftikhar H.
- 4.8
- (4 jobs)
Gilgit, GB
Financial Modeling
Financial Analysis
Data Entry
Xero
Management Accounting
Intuit Proconnect Tax
QuickBooks Online
Accounting Basics
PayPal
Bookkeeping
Payroll Accounting
Tax Accounting
Invoicing
Account Reconciliation
Tax Return

Stress-Free Financial Solutions for Business Growth – Expert Accounting Services Are you tired of worrying about finances? Let me help you focus on growing your business and increasing sales! As a dedicated accountant with 5+ years of experience, I specialize in providing accurate financial services, tax planning, and auditing. I’m committed to delivering high-quality, detailed financial statements, ensuring accuracy and clarity for all clients. Whether you’re based in the USA, Australia, or New Zealand, I have expertise in handling the financial needs of businesses across borders. I am passionate about helping clients achieve their financial goals and grow their businesses. Why Choose Me? 5+ Years of Accounting Experience: Skilled in tax preparation, internal auditing, and financial reporting. Attention to Detail: Dedicated to providing well-organized, accurate, and professional financial documents. Self-Review Expertise: A key attribute for ensuring flawless financial work. Client-Centered Approach: I offer personalized financial solutions tailored to your business needs. Let’s talk about your financial needs and how I can use my extensive knowledge, skills, and experience to benefit your organization. USA Accounting Services Tax Preparation: 1040, 1120S, 1065, 5471, FBAR, 1099, W-2 Tax Schedules: Schedule 1, C, A, D, E, R, 5, PAL, NOL carryover, 1031 exchange (8824) Depreciation: MACRS Depreciation schedules K-1 Distributions: Schedule L, M-1 & M-2 Sales & Use Tax E-commerce Integration: PayPal, Shopify, Square, Expensify, Bill.com Tax Software: Proconnect Tax Online, TurboTax Online, TaxAct Australian Accounting Services FBT & GST Returns BAS Preparations Division 7A Calculations Luxury Car Tax & GST Reconciliations PAYGW & PAYGIT Reconciliations with ATO ITA SMSF (Self-Managed Super Funds) Services: Accounting, Compliance, and Audit XERO Conversion & Xero Work Papers (CA Firms) New Zealand Accounting Services GST & FBT Returns ICA & PAYE Reconciliations Livestock Accounting: Opening & Closing Stock Valuations for Herd & NSC schemes Dairy Farming Accounting: Fonterra Milk Reconciliations Investment Accounting: PIE Calculations Rental Property & LTC Accounts XERO Conversion & Xero Work Papers (CA Firms) Software Expertise Accounting Software: QuickBooks, XERO, MYOB, SAGE, IRIS, CaseWare, APS, HandiSoft, Solution 6, Banklink, BGL Expense Management: Bill.com, Expensify Super Fund Management: Desktop Super, Super Fund Live, Class Super Let’s Work Together If you're looking for a reliable accountant who can handle complex financial tasks while providing insightful advice, I’d love to connect! I’m committed to making accounting stress-free and ensuring your financial records are always in top shape. Contact me today to discuss how I can help with your accounting, tax, and audit needs.
$65 hourly
Kim L.
- 4.9
- (11 jobs)
Atlanta, GA
Financial Modeling
Communications
Startup Company
Market Research
Business Planning & Strategy
Financial Analysis
Marketing Strategy
Project Management
Strategy
Digital Marketing
Data Analysis
Editing & Proofreading
Business Writing
Business Plan
Business Analysis

𝗛𝗲𝗹𝗹𝗼! I'm Kim, a serial entrepreneur turned Business & Strategy Consultant with 10+ years of experience helping startups, small businesses, and Fortune 100s like Disney and Boeing thrive. The knowledge & expertise I've gained from experience is fortified by Lean Six Sigma certifications, a Psychological Science degree, and an MBA from USC Marshall (a top-20 business school). 𝗕𝗔𝗖𝗞𝗚𝗥𝗢𝗨𝗡𝗗: My mother was an entrepreneur, so like a fish in water, I've been surrounded by business my entire life. She founded a snack food manufacturer when I was 5, and it grew alongside me like a sibling. After her unexpected passing, I became the company's CEO and joined forces with my human siblings to run it. That remains the most stressful and scariest year of my professional and personal life, but the lessons afforded to me during childhood and the support of an awe-inspiring team empowered me to succeed its trials by fire. In my first year as CEO, revenue increased by 20% and profitability increased by 36%. We doubled within a few years and steadily grew until receiving a buy-out offer that, after some negotiation, we couldn't refuse. I attribute those experiences to the consultant I've become and my ability to connect with clients. I'm intimately familiar with how overwhelming running a business can be, and I'm passionate about leveraging the knowledge and expertise I've accumulated to empower entrepreneurs in similar ways. 𝗛𝗢𝗪 𝗜 𝗖𝗔𝗡 𝗛𝗘𝗟𝗣: I bring a unique blend of practical knowledge, strategic thinking, business acumen, and technical skills to the table. I specialize in data-driven strategy development, which frequently culminates in projects including comprehensive research & data analysis, business plan writing & development, growth & marketing strategies, and financial analysis & planning. Furthermore, my network of industry experts and professionals enables me to provide clients with access to additional resources and support. 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗘𝗗 𝗖𝗟𝗜𝗘𝗡𝗧 𝗥𝗘𝗦𝗨𝗟𝗧𝗦 • Secured seven-figure funding from investors, banks, and SBA programs. • Boosted business-to-business IT service provider's growth rate from 3% to 16% in 6 months. • Achieved 385% growth in hyper-competitive competitive music & entertainment industry as fractional CEO, establishing a renowned 27,000 sq. ft. multimedia studio. • Outsold 97.9% of sellers on Etsy within one year of launching e-commerce drinkware brand, achieving top sales on a platform with annual revenue exceeding $2.3 billion at the time. • Increased YouTube channel's 90-day impressions by 46% (to 527.4K), views by 126% (to 28K), and click-through rate by 1.9% (to 5.3%). 𝗟𝗲𝘁'𝘀 𝗱𝗶𝘀𝗰𝘂𝘀𝘀 how I can leverage my lifetime of experience, formal education, and incredible network to take your business to the next level. I know that hiring a freelancer is an important decision, and I'm happy to provide more information and answer any questions you may have. I’m here to help and just a message away!

$20 hourly
Mehul B.
- 4.9
- (7 jobs)
Jaipur, RJ
Financial Modeling
Economic Analysis
Business Analysis
Mathematical Modeling
Valuation
Report Writing
Equity Research
Business Modeling
Industry Research
Microsoft Excel

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.
$10 hourly
Iftikhar H.
- 4.8
- (4 jobs)
Gilgit, GB
Financial Modeling
Financial Analysis
Data Entry
Xero
Management Accounting
Intuit Proconnect Tax
QuickBooks Online
Accounting Basics
PayPal
Bookkeeping
Payroll Accounting
Tax Accounting
Invoicing
Account Reconciliation
Tax Return

Stress-Free Financial Solutions for Business Growth – Expert Accounting Services Are you tired of worrying about finances? Let me help you focus on growing your business and increasing sales! As a dedicated accountant with 5+ years of experience, I specialize in providing accurate financial services, tax planning, and auditing. I’m committed to delivering high-quality, detailed financial statements, ensuring accuracy and clarity for all clients. Whether you’re based in the USA, Australia, or New Zealand, I have expertise in handling the financial needs of businesses across borders. I am passionate about helping clients achieve their financial goals and grow their businesses. Why Choose Me? 5+ Years of Accounting Experience: Skilled in tax preparation, internal auditing, and financial reporting. Attention to Detail: Dedicated to providing well-organized, accurate, and professional financial documents. Self-Review Expertise: A key attribute for ensuring flawless financial work. Client-Centered Approach: I offer personalized financial solutions tailored to your business needs. Let’s talk about your financial needs and how I can use my extensive knowledge, skills, and experience to benefit your organization. USA Accounting Services Tax Preparation: 1040, 1120S, 1065, 5471, FBAR, 1099, W-2 Tax Schedules: Schedule 1, C, A, D, E, R, 5, PAL, NOL carryover, 1031 exchange (8824) Depreciation: MACRS Depreciation schedules K-1 Distributions: Schedule L, M-1 & M-2 Sales & Use Tax E-commerce Integration: PayPal, Shopify, Square, Expensify, Bill.com Tax Software: Proconnect Tax Online, TurboTax Online, TaxAct Australian Accounting Services FBT & GST Returns BAS Preparations Division 7A Calculations Luxury Car Tax & GST Reconciliations PAYGW & PAYGIT Reconciliations with ATO ITA SMSF (Self-Managed Super Funds) Services: Accounting, Compliance, and Audit XERO Conversion & Xero Work Papers (CA Firms) New Zealand Accounting Services GST & FBT Returns ICA & PAYE Reconciliations Livestock Accounting: Opening & Closing Stock Valuations for Herd & NSC schemes Dairy Farming Accounting: Fonterra Milk Reconciliations Investment Accounting: PIE Calculations Rental Property & LTC Accounts XERO Conversion & Xero Work Papers (CA Firms) Software Expertise Accounting Software: QuickBooks, XERO, MYOB, SAGE, IRIS, CaseWare, APS, HandiSoft, Solution 6, Banklink, BGL Expense Management: Bill.com, Expensify Super Fund Management: Desktop Super, Super Fund Live, Class Super Let’s Work Together If you're looking for a reliable accountant who can handle complex financial tasks while providing insightful advice, I’d love to connect! I’m committed to making accounting stress-free and ensuring your financial records are always in top shape. Contact me today to discuss how I can help with your accounting, tax, and audit needs.
$65 hourly
Kim L.
- 4.9
- (11 jobs)
Atlanta, GA
Financial Modeling
Communications
Startup Company
Market Research
Business Planning & Strategy
Financial Analysis
Marketing Strategy
Project Management
Strategy
Digital Marketing
Data Analysis
Editing & Proofreading
Business Writing
Business Plan
Business Analysis

𝗛𝗲𝗹𝗹𝗼! I'm Kim, a serial entrepreneur turned Business & Strategy Consultant with 10+ years of experience helping startups, small businesses, and Fortune 100s like Disney and Boeing thrive. The knowledge & expertise I've gained from experience is fortified by Lean Six Sigma certifications, a Psychological Science degree, and an MBA from USC Marshall (a top-20 business school). 𝗕𝗔𝗖𝗞𝗚𝗥𝗢𝗨𝗡𝗗: My mother was an entrepreneur, so like a fish in water, I've been surrounded by business my entire life. She founded a snack food manufacturer when I was 5, and it grew alongside me like a sibling. After her unexpected passing, I became the company's CEO and joined forces with my human siblings to run it. That remains the most stressful and scariest year of my professional and personal life, but the lessons afforded to me during childhood and the support of an awe-inspiring team empowered me to succeed its trials by fire. In my first year as CEO, revenue increased by 20% and profitability increased by 36%. We doubled within a few years and steadily grew until receiving a buy-out offer that, after some negotiation, we couldn't refuse. I attribute those experiences to the consultant I've become and my ability to connect with clients. I'm intimately familiar with how overwhelming running a business can be, and I'm passionate about leveraging the knowledge and expertise I've accumulated to empower entrepreneurs in similar ways. 𝗛𝗢𝗪 𝗜 𝗖𝗔𝗡 𝗛𝗘𝗟𝗣: I bring a unique blend of practical knowledge, strategic thinking, business acumen, and technical skills to the table. I specialize in data-driven strategy development, which frequently culminates in projects including comprehensive research & data analysis, business plan writing & development, growth & marketing strategies, and financial analysis & planning. Furthermore, my network of industry experts and professionals enables me to provide clients with access to additional resources and support. 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗘𝗗 𝗖𝗟𝗜𝗘𝗡𝗧 𝗥𝗘𝗦𝗨𝗟𝗧𝗦 • Secured seven-figure funding from investors, banks, and SBA programs. • Boosted business-to-business IT service provider's growth rate from 3% to 16% in 6 months. • Achieved 385% growth in hyper-competitive competitive music & entertainment industry as fractional CEO, establishing a renowned 27,000 sq. ft. multimedia studio. • Outsold 97.9% of sellers on Etsy within one year of launching e-commerce drinkware brand, achieving top sales on a platform with annual revenue exceeding $2.3 billion at the time. • Increased YouTube channel's 90-day impressions by 46% (to 527.4K), views by 126% (to 28K), and click-through rate by 1.9% (to 5.3%). 𝗟𝗲𝘁'𝘀 𝗱𝗶𝘀𝗰𝘂𝘀𝘀 how I can leverage my lifetime of experience, formal education, and incredible network to take your business to the next level. I know that hiring a freelancer is an important decision, and I'm happy to provide more information and answer any questions you may have. I’m here to help and just a message away!
$220 hourly
Aleksandr M.
- 5.0
- (61 jobs)
Los Angeles, CA
Financial Modeling
IRS Income Tax Audits
IRS Resolution
Financial Analysis
International Taxation
Tax Preparation
Tax Law

Experienced tax expert with 7+ years of experience in US tax preparation, tax strategy, tax optimization. I've experience of working for big multi-million corporations as well as well as solving complex tax issues of individual taxation. During my working experience I've also represented my clients before the IRS for audits and other taxation issues. As an IRS Enrolled Agent I have unlimited representation rights similar to attorneys and CPAs. This means I'm unrestricted as to which taxpayers I can represent, what types of tax matters I can handle, and which IRS offices I can represent clients before. Besides the US taxation, I've also worked as a CFO for a big hospitality chain. During that period I've developed together with my team an entire financial ecosystem including all the processes and workflows. I'll be happy to help you with any complex issue you may have.
$78 hourly
Prach S.
- 5.0
- (27 jobs)
Toronto, ON
Financial Modeling
Pitch Deck
Business Planning & Strategy
Business Intelligence
Copywriting
Market Research
Data Visualization
Statistical Analysis
Project Management
Marketing
Biochemistry
Scientific Writing
White Paper
Technical Writing
Biotechnology

I'm a Consultant with MSc in Biotechnology from the University of Toronto. I specialize in business development and strategy, product life-cycle management, financial analysis and planning, market access, investor relations, and project management. Clients: Large hospital systems, academic institutions, big pharma, and startups. Skills: Academic writing, clinical trial management, health outcomes research, feasibility analysis, and financial modeling. I’m driven by innovation and hope to advance emerging products driven by novel technologies and designs. “The only way to do great work is to love what you do.” – Steve Jobs LinkedIn: goo.by/FntCDJ
$190 hourly
Matthew W.
- 5.0
- (159 jobs)
Birmingham, AL
Financial Modeling
Investment Research
Derivatives Trading
Stock Option Agreement
Microsoft Excel
Accounting Principles & Practices
Financial Analysis

I'm a portfolio manager (RIA and fiduciary), options trader, and risk manager for private clients. I also teach options trading for a well-known and well-respected trading education firm. I'm currently open to a variety of different one-off or continuing jobs, and am primarily interested in helping in the following areas: - Trading coaching (options, stocks, futures) - Custom trading tools (Excel only, no Python, APIs, etc.) - Data Analysis - Hedging and portfolio management Feel free to reach out regarding private wealth management as well.
$60 hourly
Indu P.
- 5.0
- (21 jobs)
Pune, MAHARASHTRA
Financial Modeling
Financial Report
Chartered Financial Analyst
Financial Analysis
Financial Planning
Cash Flow Analysis
International Accounting Standards
GAAP
Financial Statement
International Financial Reporting Standards
Bookkeeping
Balance Sheet
Microsoft Excel
Intuit QuickBooks

I am a Certified Public Accountant (CPA, US) and Chartered Accountant (CA, India) with extensive expertise in financial leadership, backed by over 13 years of post-qualification experience plus 3 years of internship training. I have expertise in accounting, business planning/modeling, financial analysis and reporting, financial statement preparation & review as per US GAAP, IFRS, UK GAAP & Ind AS along with bookkeeping, budgeting, forecasting and variance analysis experience. Most recently, I held the position of Director, where I led a team of 32 professionals in a large organization. In this role, I successfully spearheaded the transition of statutory financial reporting for 166 legal entities across 84 countries for Center of Excellence (COE) of a Global Capability Center (GCC), ensuring seamless compliance with diverse accounting standards and regulatory requirements. My ability to design and implement process improvements has resulted in enhanced efficiency and accuracy in financial reporting. Also, my tenure at a Big4 firm as a Manager in Capital Markets and Accounting Advisory Services has equipped me with the expertise to oversee complex accounting projects, including those involving International Financial Reporting Standards (IFRS). With a strong foundation in accounting, financial analysis, and consolidation, I specialize in full set of financial statements preparation and review in accordance with multiple GAAPs. some of feed backs i received from my Upwork Clients : "Indu is a competent professional with sound technical knowledge of the subject matter assigned to her." "Timeliness and adherent to deadlines and goes beyond for completion of work" "Excellent work! Delivered before deadline and quality of work was 1000% more than I expected! Thank you so much" "Indu strives to deliver results with perfection and on time."
$100 hourly
Olga Z.
- 5.0
- (49 jobs)
Almaty, ALMATY OBLYSY
Financial Modeling
Financial Projection
Financial Analysis & Valuation
Valuation
Startup Consulting
Financial Analysis
Microsoft Excel
Chartered Financial Analyst
Investment Research
Industry Knowledge
Equity Research
Business Plan
Presentations

Hello, My name is Olga Zagidullina, CFA. I am an investment analyst with over 10 years of professional experience in financial modeling, M&A, and investment analysis at Asset Management and Private Equity companies. I focus on preparing financial models/ pitch decks/ business plans/ market research for start-ups in different sectors; analyzing & modeling Private Equity deals; provide other financial modeling and consulting services on demand. My core skills are: -Market research -Financial modeling/ investment analysis -Business/ project valuation -Pitch decks -Business planning. I started as an Investment Analyst focusing on Equity research at RESMI Investment and Financial House, JSC (Kazakhstan). Then I was offered a Lead Analyst position at Investment Banking Department at the same company with a focus on financial modeling, listings & M&As. 3 years later, I was promoted to the Head office of the Group as the Head of the Economics and Investment development department that provided experience of buy-side M&A deals in Kazakhstan in the technology and e-commerce sector. I had a chance to consider many potential targets in the Russian Confectionery and Soft Beverages sectors, as well as Fintech and E-commerce projects. The tasks included supervision over the Group's budget, as well as analytical support of annual and 3-year strategic planning, including financial modeling and macro/sector overviews preparation. I started freelancing in June 2020 and decided to leave my previous employer for full-time freelancing in September 2020. Being sure that knowledge and ethical approach are fundamental to the investment profession, I got my CFA Charter in 2017. I am convinced that my analytical and modeling skills can be helpful for various types of tasks in investment analysis and business planning areas.
$95 hourly
Zlatko A.
- 5.0
- (9 jobs)
Belgrade, CENTRAL SERBIA
Financial Modeling
Operations Management Software
Interpersonal Skills
Microsoft Access
Financial Management
Financial Analysis
Financial Presentation
Business Process Automation
Business Process Management
Business Consulting
Business Management
Management Development
Business Operations
Management Consulting
Startup Consulting

💼 𝟮𝟬+ 𝘆𝗲𝗮𝗿𝘀’ 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲🔸𝗧𝗼𝗽-𝗥𝗮𝘁𝗲𝗱 𝗣𝗹𝘂𝘀🔸 𝟭𝟬𝟬% 𝗝𝗼𝗯 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 💰 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗼𝗿𝘆 𝗥𝗮𝘁𝗲 𝗳𝗼𝗿 𝗡𝗲𝘄 𝗖𝗹𝗶𝗲𝗻𝘁𝘀: $𝟲𝟱/𝗵𝗿 (Standard: $95/hr) 📍 𝗔𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲 𝗳𝗼𝗿 𝗳𝗶𝘅𝗲𝗱-𝗽𝗿𝗶𝗰𝗲 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀 & 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗮𝘂𝗱𝗶𝘁𝘀 ---------------------------------------------------------------------------------- 👋 Hi, I’m Zlatko. I work as a Fractional COO and strategy consultant, helping founders, CEOs, and leadership teams tackle operational bottlenecks, simplify processes, and grow without the usual headaches. With over 20 years across industries like construction, real estate, retail, SaaS, and manufacturing, I bring straightforward solutions to complex challenges. I’m not about producing reports that gather dust - I’m here to help teams make real changes that improve profits and efficiency. 🔗 ---------------------------------------------------------------------------------- ✅ 𝗛𝗲𝗿𝗲’𝘀 𝘄𝗵𝗮𝘁 𝗜 𝗼𝗳𝗳𝗲𝗿: • Operational reviews and process improvements • KPI dashboard design and performance tracking • Cost-cutting and margin improvement • Growth strategies and scalable team structures • SOP development and automation implementation • Financial modelling and scenario planning • Leadership coaching and team enablement • Tools I use: Microsoft 365, Google Sheets, Asana, Airtable, Slack, Zapier, Make, IFTTT, JotForm ---------------------------------------------------------------------------------- 📦 𝙎𝙚𝙧𝙫𝙞𝙘𝙚 𝙋𝙖𝙘𝙠𝙖𝙜𝙚𝙨 (𝙁𝙞𝙭𝙚𝙙 𝙋𝙧𝙞𝙘𝙚): 🔍 Operational Audit – $250 ---- One-week turnaround where I review your key workflows, spot pain points, and suggest improvements. 📊 KPI Dashboard Setup – $500 ---- Custom Google Sheets or Airtable dashboard tailored to your business, plus an onboarding call. 📈 Process Map & Optimisation Plan – $750 ---- Complete SOP design, a roadmap for improvement, and automation opportunities ---------------------------------------------------------------------------------- 🧩 𝙎𝙤𝙢𝙚 𝙚𝙭𝙖𝙢𝙥𝙡𝙚𝙨 𝙛𝙧𝙤𝙢 𝙢𝙮 𝙬𝙤𝙧𝙠: 1️⃣ Keen Holdings – Profitability through Efficiency Role: Fractional COO | ✅ +𝟵% 𝗻𝗲𝘁 𝗽𝗿𝗼𝗳𝗶𝘁 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲 → Streamlined workflows, renegotiated supplier contracts, and implemented KPI systems. 2️⃣ Al Grosso – Revenue Growth via Strategy Role: COO & CFO | ✅ 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗴𝗿𝗼𝘄𝘁𝗵 𝗳𝗿𝗼𝗺 €𝟮𝗠 → €𝟳𝗠 → Delivered strategic growth plan, cash flow optimisation, and scalable org design. 3️⃣ SME Financial Management Toolkit Role: Author & Consultant | ✅ 𝗨𝘀𝗲𝗱 𝗯𝘆 𝟭𝟬+ 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝗳𝗼𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗰𝗹𝗮𝗿𝗶𝘁𝘆 → Built budgeting and planning models, trained managers on decision-making tools. 4️⃣ Forecasting Model for SMEs Role: Financial Analysis Consultant | ✅ 𝗦𝘁𝗮𝗯𝗶𝗹𝗶𝘀𝗲𝗱 𝗰𝗮𝘀𝗵 𝗳𝗹𝗼𝘄 𝘃𝗶𝗮 𝘀𝗰𝗲𝗻𝗮𝗿𝗶𝗼 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 → Built forecasting tool in Google Sheets, conducted break-even analysis, and trained the team on insights. ---------------------------------------------------------------------------------- 🛠️ 𝙌𝙪𝙞𝙘𝙠 𝙬𝙞𝙣𝙨 𝙖𝙣𝙙 𝙨𝙢𝙖𝙡𝙡𝙚𝙧 𝙥𝙧𝙤𝙟𝙚𝙘𝙩𝙨: • Set up an Excel-Online-based tender and live projects tracking and recording system for a team of 15 people • Automated task tracking and reporting via Google Sheets and Zapier → saved the operations lead 12+ hours per week ---------------------------------------------------------------------------------- 🎯 𝙒𝙝𝙤 𝙄 𝙬𝙤𝙧𝙠 𝙬𝙞𝙩𝙝: • Growth-stage startups and SMEs ready to scale • Founders struggling with operational chaos or margin pressure • Teams needing clearer processes, dashboards, and accountability ---------------------------------------------------------------------------------- 📦 𝙄𝙣𝙙𝙪𝙨𝙩𝙧𝙞𝙚𝙨 𝙎𝙚𝙧𝙫𝙚𝙙: 🏗️ Construction | 🏢 Short-term Rentals | 🛒 Retail/Wholesale 🎈 IT | 🏭 Manufacturing | ⭐ Marketing | 🚀 Startups ---------------------------------------------------------------------------------- 💡 𝙒𝙝𝙮 𝙬𝙤𝙧𝙠 𝙬𝙞𝙩𝙝 𝙢𝙚 ? I bring experience and practical know-how from day one, with no wasted time. Whether it’s a quick fix or a long-term transformation, I focus on real results, not fluff. ---------------------------------------------------------------------------------- 📩 𝙇𝙚𝙩’𝙨 𝙘𝙤𝙣𝙣𝙚𝙘𝙩! 𝘼𝙫𝙖𝙞𝙡𝙖𝙗𝙡𝙚 𝙛𝙤𝙧 𝙨𝙝𝙤𝙧𝙩 𝙖𝙪𝙙𝙞𝙩𝙨 𝙤𝙧 𝙤𝙣𝙜𝙤𝙞𝙣𝙜 𝙚𝙣𝙜𝙖𝙜𝙚𝙢𝙚𝙣𝙩𝙨 💬Feel free to message me or book a discovery call. 📎 I’m happy to share a free sample process audit with SOP, or case studies if you’re interested 😊
$125 hourly
Sung L.
- 5.0
- (2 jobs)
Downey, CA
Financial Modeling
Presentation Design
Operational Plan
Startup Consulting
Project Management
Change Management
Business Analysis
Organizational Design & Effectiveness
Strategic Plan

Strategy consulting scale up operations business strategy commercial operations revenue operations program management
$150 hourly
Shereena W.
- 4.5
- (31 jobs)
Kigali, KIGALI
Financial Modeling
Financial Planning
Financial Policies & Procedures
Market Research
Internal Auditing
Management Accounting
Business Plan
FinTech Consulting
Financial Management
Blockchain
Business IT Alignment
Financial Analysis
Cryptocurrency
Financial Accounting
Intuit QuickBooks

I am a Certified Accountant by profession with an Engineering background in Computer Science. My expertise is in the following areas: Setting up Internal Controls & policies, Financial modeling & its automation, Financial planning & analysis, Cashflow forecasting and management, Investment appraisal, Feasibility study, Business plans, Accounting finalization, Blockchain technology, Cryptocurrencies, Tokenomics etc. I am also great at Negotiations !
$70 hourly
Ahmed E.
- 5.0
- (9 jobs)
Toronto, ON
Financial Modeling
Financial Planning
Corporate Finance
Commercial Lending
Credit Repair
Financial Writing
Business Writing
Business Analysis
Financial Analysis

Hello, I’m Ahmed, a seasoned financial consultant based in Toronto, Canada, with over 14 years of experience helping businesses in Canada, the USA, and the Middle East thrive. My passion lies in transforming financial challenges into opportunities for growth by providing tailored, results-driven solutions. What I Do: ======== I specialize in corporate finance, where I help businesses: - Raise Capital (Debt & Equity): Secure funding by negotiating with banks, investors, and financial institutions. - Prepare Comprehensive Financial Plans Develop business plans, financial models, and strategies that attract capital and drive business success. - Mentor Startups: Guide entrepreneurs from idea inception to actionable plans, helping them become investment-ready and scale their ventures. My Expertise: ========== With a background in private equity, venture capital, and senior roles at multinational banks, I bring a wealth of experience across: -Debt Structuring and Fundraising -Business Planning and Financial Modeling -Investment Advisory (Structuring, Valuations, and Due Diligence) -Portfolio Optimization and M&A Consulting -Startup Strategy and Mentorship Track Record of Success: ==================== -Raised millions of dollars for clients across diverse industries, including real estate, manufacturing, F&B, and technology. -Supported startups in securing seed and growth-stage funding by crafting investment-ready business plans. -Negotiated favorable terms with banks and investors, unlocking new growth opportunities for clients. -Helped clients optimize operations through financial analysis and management consulting, driving profitability and scalability. Why Work With Me? ============== -Global Reach: Extensive experience working with clients in Canada, the USA, and the Middle East, ensuring culturally and regionally relevant solutions. -Proven Expertise: A history of delivering results for startups, SMEs, and established corporations in raising funds and achieving financial transformation. -Comprehensive Services: From financial modeling to debt negotiations, I provide end-to-end support tailored to your business needs. -Startup Mentor: As a founder myself, I understand the unique challenges of building a business and provide actionable guidance to help you succeed. Let’s Work Together Whether you’re looking to raise capital, create a robust financial plan, or transform your business idea into a thriving venture, I’m here to help. Let’s collaborate to achieve your financial goals and unlock your business’s full potential. Contact me today to get started on your journey to success!
$40 hourly
Fernando C.
- 4.6
- (55 jobs)
San Mateo, RIZAL
Financial Modeling
Visual Basic for Applications
Accounting Software
Legal
Corporate Law
Legal Research
Tableau
Microsoft Power BI
UiPath
Google Sheets
Automation
KNIME
Microsoft Excel
Tax Preparation

Highlights: "Fernando was a pleasure to work with, very quick responses and very fast and high quality work. Set up an automatic Stock sheet which (in my opinion) was a very complicated. was hard for me to explain exactly what I wanted, being such a complex task, but Fernando was patient and was able to completely understand me and deliver a product I am totally satisfied with. Highly recommended him for any spreadsheet needs." "It was a pleasure dealing with Fernando. The entire team on the project was very happy with his work, his communication and his timely delivery. He was logical, clear and reasonable in his dealing." "This is the second time I have hired Fernando for an urgent job Excellent skills and meets slightly unrealistic deadlines. Will definitely hire again!" ======================================================================= Overview: Fernando has three core expertise: Finance & Accounting, Data Analysis & Visualization, and Automation. His main goal as a freelancer is to meet and exceed client's expectations by delivering a state-of-the-art output that can positively impact the business tremendously.
$100 hourly
Wesley K.
- 5.0
- (4 jobs)
San Marino, CA
Financial Modeling
Forecasting
Financial Planning
Business Modeling
QuickBooks Online
Financial Analysis
VLOOKUP
Financial Projection
Microsoft Excel
Intuit QuickBooks

Hi there! I am a financial analyst for small businesses with 6+ years of combined experience in finance and accounting at Citi and recently-IPO'ed tech startup, Vroom. I am a freelancer who enjoys working with small to mid-sized businesses and help with their financial modeling, P+L/cash flow management, financial budgeting and forecasting, and accounting. I have also founded a CPG e-commerce business, so I understand the in's and out's of small business finance and accounting. With first-hand experience, I can help with bookkeeping, inventory management, and payroll. I can conduct cost-benefit analyses, return on investment (ROI), financial modeling/planning, data clean-up/optimization, and general business consulting using dynamic Excel models. With a business mindset, I can create models and generate financial reports that paint an overall picture of your business health. I am open to roles as ongoing retainers, as an integrated CFO, or on a project basis like bookkeeping! I'm passionate about being a team member that brings value to busy entrepreneurs and their businesses. I have 6+ years of experience in finance, e-commerce, accounting, startups, marketing analytics and have worked with clients in consumer product goods, tech, retail, fashion, and more. My services include: - Excel Modeling & Data Entry - Finance and Data Reporting - Financial Analysis - Financial Projections - Profit and Loss Management - Budgeting - Marketing Analysis - Bookkeeping (Quickbooks) - Business: LLCs, Corps, Contractors
$200 hourly
Ian D.
- 5.0
- (144 jobs)
McKinney, TX
Financial Modeling
Project Management
Business Valuation
Venture Capital Consulting
Financial Accounting
Startup Consulting
Business Plan
Business Consulting
Business Analysis

I have 20 years designing and leading strategic, multi-discipline, enterprise-wide programs, managing $100M+ budgets, encompassing 500 staff across 90 countries. I have built and sold companies, expanded internationally, acquired patents, and raised funding for start-ups, pre-revenue and beyond. My current and ongoing clients include Angels and VC’s, for whom I perform due diligence of deals. I’m lucky therefore to truly understand what we/they look for, and can help you meet their standards, avoid the traps, and maximize your bargaining potential. I advise clients ranging from the boot-strapped, pre-revenue entrepreneurs, up to $1BN recurring revenue corporations. That work typically comprises strategy development, business planning, financial projections, and valuations. No matter the project, I’ll guide you through every step and take as much off of your plate as I can, while always ensuring you are fully informed of my progress and that you understand key decision points. On an hourly basis I charge $200 per hour. However, if you require specific items, I typically fix-bid those projects, a non-exhaustive list of which is noted below, along with starting costs: - Business plans, including pro forma financial projections $6,000 - Financial pro forma projections $3,000 - Full raise package (business plan, projections, pitch deck* and investor memo*) $7,000 - Buy/sell side valuations starting at $1000 (DCF + Multiplier) & $2,500+ custom/detail - Pitch deck $1,500 (exclusive of financial projections) * - Pitch deck $4,000 (inclusive of detailed financial projections) * * Inclusive of all content, and basic design principles, but excludes deep design e.g., creation of style guide, logos, graphics, and pictures. I relish the opportunity to discuss further the benefit I can bring to you while uncovering more about your upcoming projects and challenges. Detailed references are available upon request.
$100 hourly
Sarun R.
- 5.0
- (77 jobs)
Bengaluru, KARNATAKA
Financial Modeling
MATLAB
Python
R
Financial Risk
Economics
Financial Analysis
Econometrics
Corporate Finance
Derivatives Trading
Financial Planning
Statistics
Accounting
Microsoft Excel

I am a finance professional with over six years of work experience in the areas of financial risk management and derivatives valuation and trading. I have worked as an analyst at Credit Suisse, and as a senior consultant at PwC, and I have been an active trader in the derivatives market for four years. I have a BTech and an MBA, and I'm proficient with R, Python, MATLAB, Excel and VBA. I'm familiar with the major concepts of Financial Accounting, Corporate Finance, Economics and Econometrics. In my career, I have worked extensively with derivatives - options and futures. As a result, I've acquired a strong understanding of their workings - their payoff profiles, risk profiles, and valuation. I have worked with various valuation models for derivatives - binomial, Black-Scholes, stochastic volatility models.
$110 hourly
Andrew B.
- 5.0
- (28 jobs)
Portland, OR
Financial Modeling
Financial Planning
Financial Analysis
eMoney Advisor emX
Insurance Policy Analysis
Certified Financial Planner
Financial Writing
Regulatory Compliance
Data Entry
Compliance

My eMoney expertise comes from a wealth of experience adding value to high-net-worth oriented RIA practices through efficient, high-quality financial plan modeling. Top-performing financial planning practices have hired me to develop and manage their eMoney programs, conduct financial modeling, train staff on implementation, and work closely with their principal advisers to develop prudent analysis and recommendations for their clients. I focus on working diligently to equip you to better help your clients make more informed and well-founded financial decisions that are critical at every stage of their life. As an experienced CERTIFIED FINANCIAL PLANNER(tm) professional, I understand the complexities of personal (and behavioral) finance, and my industry experience makes me uniquely qualified to provide a compliant service to your financial planning practice. I look forward to providing support to you and your team!
$75 hourly
Nathalie D.
- 5.0
- (5 jobs)
Jacksonville, FL
Financial Modeling
Alteryx, Inc.
Managerial Finance
Corporate Finance
Financial Statements Preparation
Financial Analysis
Financial Reporting
Financial Plan
Microsoft PowerPoint
Data Entry
Microsoft Excel
Data Analysis

I am a diligent, hard-working young professional capable of helping you master your next Finane or eCommerce project. I have an MBA in Finance and have worked for a regional retailer as a Finance Manager. My day-to-day tasks included systems such as Excel, Powerpoint, Word, Alteryx, APT, and Oracle and using historical financial data to act as a consultant to my company for future developing projects. I am responsible for reporting company financials to executive teams, and am proficient in creating, editing, and proofing appealing and flawless presentations. In addition, I have extensive knowledge of financial markets as I have passed the Series 7, 66, and Insurance Licensing exams (no longer active), have a high level of EQ, and am exceptionally detail-oriented. Previously, I built an eCommerce company from 0 to 6 figures in less than a year and scaled to multiple channels. I look forward to working with you to help you grow your business.
$110 hourly
Erick T.
- 5.0
- (2 jobs)
Chicago, IL
Financial Modeling
Commercial Lease
Corporate Finance
Real Estate
Financial Analysis

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.
$175 hourly
Jerry B.
- 5.0
- (51 jobs)
Larkspur, CA
Financial Modeling
Financial Writing
Budget Management

Expert in building financial models, investor slidedecks, dashboards. Fractional CFO: -Budgeting and forecasting, - Financial performance review, - Pricing and compensation input, - Dashboards and metrics, - Customer sales data analysis, - Payroll, recruitment and supervision of bookkeeping personnel for a mix of funded early stage seed and Series A growth companies in: B2C App and B2B SaaS Artificial Intelligence, Sports Apparel, Fitness App, Web Design and UX Agencies and Tech Staffing Agency. Over 30 years experience in Finance including: Public Accounting, Mergers & Acquisitions, Pubic Equity Markets (Sellside Equity Research Analyst, Hedge Buyside Analyst). As an M&A Director at SG Cowen/Société Générale, supervised the execution of over $10bn in M&A transactions for clients including Vivendi, Warner Bros., Telecom Italia, Pathe and the French State. Received my CPA while employed with Price Waterhouse in New York and London. TECHNICAL SKILLS - Technical Writing - Forecasting, Budgeting and Cash Flow Management - Growth Strategy & Market Fit Development - Custom Dashboard Creation - Business Process Design - KPI (Key Performance Indicators) and Metrics Tracking - Capital Raising - Fluent French (Written, Spoken), 18 years in France.
$50 hourly
Kelly M.
- 5.0
- (8 jobs)
Rexburg, ID
Financial Modeling
Project Scheduling
Construction Management
On-Screen Takeoff
Construction Estimating
Construction Monitoring
Technical Writing
Job Costing

Executive level leadership and managerial excellence for 15 years in 3 organizations. Operations, Real Estate, Organizational Structuring, Construction, Manufacturing, Business Development, Human Resources, Property Development, Property Management, Investment Modeling, Finance (Procure and Secure), Safety, Accounting / Financial Management, Project Management, and Vision Establishment (People & Process) expertise.
$60 hourly
Zakia K.
- 4.8
- (123 jobs)
Multan, PB
Financial Modeling
JavaScript
Make.com
Microsoft Excel
Zapier
Spreadsheet Automation
Excel Formula
Google APIs
Financial Model
Automated Workflow
Dashboard
Google Apps Script
Excel Macros
Google Sheets Automation
Google Sheets

I specialize in building high-impact ✅ Financial models ✅ Automated workflows ✅ Dashboards ✅ Data visualizations and ✅ Pitch Decks using ✅ Google Sheets ✅ Excel VBA ✅ Google Apps Script ✅ Python ✅ Zapier ✅ APIs ✅ Google Slides and ✅ Make.com to optimize business operations. ✅ My strengths and skills as highlighted by the Clients: 🔹"Zakia is an exceptionally smart and proactive freelancer. She fully understood our project requirements, needed no additional guidance, and delivered superb work. Her attention to detail, proactive communication, and thorough analysis exceeded our expectations. Zakia even provided helpful video instructions, making our work much easier and saving us valuable time. Her commitment and quality of work were outstanding. Highly recommended!"🔹 🔹"Zakia is a Superstar!!!! She completed my request sooner than expected and the result is more than what anticipated. Amazing work and I would hire again in a heartbeat."🔹 🔹"Available and kept her word with timing. We worked on a really tight deadline and she delivered. I would hire her again."🔹 🔹"The project with Zakia went more than smoothly. Her service and quality of work exeeded my expectations. Don't hesitate to work with this person!"🔹 🔹 Technical Strengths: ✔️ Financial Modeling: Expert in Excel (XLOOKUP, INDEX-MATCH, Power Query) and VBA for scenario modeling ✔️ Google Apps Script: Custom scripts with triggers, onEdit functions, and data parsing from webhooks ✔️ KPI Dashboards: Built interactive Looker Studio dashboards with real-time Google Sheets sync ✔️ API Integrations: Real-time data pulls using REST APIs with error handling and OAuth 2.0 authentication ✔️ Data Automation: Bulk operations using batch processing, triggers (time-driven, onOpen, onFormSubmit) ✔️ Collaboration Tools: Integrated Google Sheets with Slack for automated notifications ✔️ Cross-Platform Integrations: Linked Google Sheets with Airtable, Notion, and Trello for business operations ✔️ Database Operations: Integrated Google Sheets with Firebase for real-time data storage ✔️ Security: Implemented OAuth 2.0 for API connections and encrypted sensitive data fields 🔹 Success Highlights: ✅ Developed multi-client reporting templates for businesses (integrated Google Sheets) ✅ Integrated TasksBoard App and Google Sheets to track real-time progress of tasks ✅ Built an automated budgeting tool with scenario analysis and data imports from Google Finance API ✅ Automated recurring reports using Google Apps Script with scheduled Slack alerts ✅ Created a Google Slides report powered by dynamic data from Google Sheets
$75 hourly
Sam J.
- 5.0
- (39 jobs)
Doral, FL
Financial Modeling
Social Media Marketing
Business Writing
Accounting Principles & Practices
Email Marketing
Microsoft Excel
Business Plan
Financial Analysis
Forecasting

Want to give your business idea it's BEST shot at success? I've helped entrepreneurs raise millions from banks, investors and the SBA to help them realize their vision. Have a business and was to OPTIMIZE your profits? I've successfully run hotels, bars and restaurants and I'm happy to show you how to do the same. My clients are serious about taking their ideas from concept to reality, and I help them do just that! My personal favorite client quotes (check my portfolio below) ✅"Sam was very professional and thorough. He completed the job earlier than proposed. He was always available and very detailed. Great job!!" ✅"Hey Sam, just wanted to forward along the good news that the loan was approved today!" ✅"Sam was great to work with. He was always available and quick to respond with updates and revisions. His knowledge in the field was sound and was able to efficiently create an outline on which we were then able to collaborate towards my specific needs and goals. " My clients are able to confidently present their proposals anywhere and get the results they need. I can't help everyone, but we may be a good fit if you're thinking: ⚡️"I'm not an expert at writing proposals or making spreadsheets, and I don't have the time to mess around with it" ⚡️ I need a fresh set of expert eyes to help me see where I can improve my business ⚡️"My last business plan was an embarrassment, and I don't want that EVER again" ⚡️"I know how to run my business, but maybe I'm too close to it" ⚡️"I need a full business plan package that I KNOW 100% will tell my company's story right" Working with me you'll: ⭐️ A clear, concise game plan to help take your business to the next level ⭐️Stop struggling with Excel and spending hours on the Internet- I handle all FINANCIAL STATEMENTS, FINANCIAL MODELS, GRAPHS and MARKET RESEARCH ⭐️Put your best foot forward the FIRST time! ⭐️Get delivered TURNKEY, INVESTOR GRADE documents that raise capital. ⭐️SAVE MONEY by getting high quality work that you can reuse for your PowerPoint presentations My clients have a lot to say about me: ✅"Sam was a great business partner" ✅"Excellent, James knew his craft in producing a thorough business plan." always available and very detailed. Great job!!" ✅"communication was good, and he was open and receptive when I had feedback, and patient and knowledgeable" What I look for in a new client: ● Open mind, relaxed attitude ● Values integrity & relationships ● Focused on improving, lets their actions speak louder than words ● Knows our minimum scope, and wants the BEST Sound like a fit? Next steps: 📺 Watch the video on my Upwork profile 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner 💬 Write me a personalized note including why you think we’re a good fit to work together in your message. About me: Proven track record of optimal revenue performance: managing P&L, leading annual planning, driving monthly/quarterly analysis and reporting; Initiator of creativity and collaboration towards common goals by spearheading operational process redesigns from conception to implementation; Relationship-oriented leader diligently cultivating, maintaining established/potential partnerships, demonstrated success of supervising, unifying and motivating various teams to surpass targeted goals while maintaining quality performance
$65 hourly
Rod M.
- 5.0
- (42 jobs)
Austin, TX
Financial Modeling
Budget Planning
Budget Management
Cost Control
Acquisitions
Pre-Construction
Construction
Construction Estimating
Financial Analysis
Underwriting
Real Estate Financial Model
Real Estate Acquisition
Real Estate
Construction Management
Cost Analysis

▶️ Experience: 🏗️ 9+ years in the construction industry (commercial and residential) 📊 3+ years as CRE analyst and underwriter 🏘️ 3+ years of experience operating 6 short term rentals in TX and CA (Acquisition, Rehab, Setup & Launch, Property & Asset Management) ▶️ Services Offered: 🏢 Commercial & Residential Real Estate ✅ Financial Modeling & Deal Underwriting ✅ Deal Due Diligence ✅ Asset Management 🏗️ Commercial & Residential Construction ✅ Cost Estimating (Conceptual & Bid Solicitation) ✅ Construction Admin & Owner’s Rep ✅ Cost Control & Budget Management ▶️ Skills and Expertise: ✅ Seasoned analyst with proven experience as a real estate rehabber, owner and operator ✅ Accurate estimation of project costs and timelines ✅ Comprehensive analysis delivering a reliable financial overview for your venture ▶️ Commitment to Excellence: ✅ Client-centric approach ✅ Expertise to bring visions to fruition ✅ Ensuring project success every step of the way You can get helpful assistance quickly, but expect a full solution to take time. Looking Forward To Connect! Rod Malyshev
$75 hourly
Andrei C.
- 5.0
- (28 jobs)
Bucharest, BUCUREŞTI
Financial Modeling
Visual Basic for Applications
Financial Analysis
Business Plan
API
Spreadsheet Software
Microsoft Excel
Google Sheets

Hello and welcome to my profile! If you're looking for help "crunching numbers" to answer key questions, you've come to the right place! I'm a mathematician by training with a B.A. in Mathematics and Philosophy from King's College London. My professional background includes Financial Audit at Deloitte, Risk Management at ProCredit Bank, and Financial Analysis at Cashero. I specialize in working with Google Sheets, JavaScript, SQL, and Python. Here are a couple of things I can help you with: ► Data Analysis, Data Processing and Data Visualization ► Mathematical Modelling and Optimisation ► Financial Analysis, Financial Modeling, and Financial Reporting ► Scripting and Data Scraping ► Interactive Dashboard Development Please find some of my clients' feedback below: ● "Working with Andrei was not only very professional, he is also very pleasant to deal with on a human level. He thinks along, questions critically, and makes suggestions. I can recommend Andrei unconditionally" ● "Andrei did an outstanding job for me. Great problem solver, perfect English, great at managing expectations and checking in. Could not recommend him more highly" ● "Andrei is very fast. He quickly finds ways to accomplish the given tasks and is a creative thinker in adapting to special needs regarding the whole project. It's more than a job to him, he is enthusiastic about his profession." If you feel like my profile is a good fit for your business needs, feel free to drop a message and I'd love to set up a call and connect!
$90 hourly
Nathan B.
- 5.0
- (133 jobs)
Essexville, MI
Financial Modeling
Investment Strategy
Certified Financial Planner
Real Estate Investment Assistance
Personal Budgeting
Investment Research
Finance & Accounting
Financial Planning
Financial Analysis

I am a Certified Financial Planner and own an operate a fee only registered investment advising firm. I work with small business owners for financial planning, retirement plan administration and wealth management. I also work with individuals for wealth management, Investments, Cash flow modeling, Budgeting, debt management and estate planning.
$100 hourly
Sabrina S.
- 4.9
- (46 jobs)
Adelaide, SA
Financial Modeling
Business Writing
Entrepreneurship
Management Consulting
Business Consulting
Business Development
Business Coaching
Strategic Plan
Startup Consulting
Financial Analysis
Business Plan
Market Analysis

⭐⭐⭐⭐⭐I work with entrepreneurs to: 1. Solve their most critical problems, 2. Create and deliver value. An accomplished MBA, I am the principal consultant of a management consulting practice with over a decade of experience working with SME's on competitive business intelligence and strategy development. I offer consulting services that will support your business to thrive. My expertise includes: ✔Business plans ✔Market research (including feasibility reports) ✔Financial planning and forecasts ✔Risk analysis ✔Strategic design, development and execution ✔Governance ✔Sustainability ✔People Management My Background ✔ Over a decade working with SME’s in idea, start-up and growth phase ✔ Strong background managing teams of 100+ across multiple locations ✔ Experience in many areas of business, including but not limited to Process Improvement, HR, Procurement and Supply Chain Development, Marketing & Promotions, New Product Development (NPD), Category Management, Restructures, Customer Experience and Project Management. My Qualifications ✔ Bachelors Degree: Business Management ✔ Masters Degree: Business Administration (MBA) honours ✔ Graduate of the Australian Institute of Company Directors ✔ Member of the Chartered Institute of Procurement and Supply Chain CIPS ✔ Certificate I, II, III & IV in Retail Operations ✔ Certificate III in Information Technology How I Can Help * Ideas Phase: If you have an idea but aren’t sure where to start, I’m here for advice. I can help with your market research and designing your business model as well as integrating your objectives/mission with market gaps. I can also build your business plan inclusive of market analysis and financials, as well as a pitch deck for raising capital. * Pre-Launch Phase: If you have already got some information together and need some help refining your business model, business plan, devising your Go-To-Market Strategy or other advice, I can consult. * Start-Up Phase: If you’ve already launched and are looking to develop systems/structures/processes to ensure the business and employees are working towards goal attainment and achieving the strategic vision, I can help. I can create dashboards to capture how your organisation is progressing using the Balanced Scorecard approach to set out SMART goals and appropriate KPI’s. We can also review your 2- and 5-year plan to consider milestones. * Growth/Change Phase: If you are looking to take your business to the next level, diversify your offering, enter new markets or re-structure I can consult on all of this, including new market research, risk assessments and new business plans. * Learning: If you prefer a coaching/mentoring relationship so you can navigate these processes with guidance to build on your business skills for the future, or just require the support to move forward from wherever you are - I can coach you. You can expect an honest and transparent approach when working with me, I am reliable and a collaborator, taking into consideration your feedback and organisations requirements. My goal is to provide you with what you need to create and sustain your competitive edge, make evidenced-based decisions from sound market analysis, follow your road-map to success and feel supported throughout your process. **If you’re interested in working with me hit the Invite Freelancer button and send me a short description about you and your project.
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