Financial Modeler job description template

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.

✅📈 ❶ Business & Finance Adviser, BSc(Econ) ❷ 20+ years of experience ❸ Deliver insights, opportunities and support in strategic decision making ❹ Curious listener, fast and creative ❺ Operations and Finance Management Executive in Start-ups and international multi-million € companies, in diverse industries including construction, IT, retail/wholesale distribution and manufacturing ❻ Supported by strength in trade, marketing, procurement, IT, legal, and administration. ✅ Capable of blending big-picture viewpoints with tactical operations to achieve growth. At Al Grosso, helped raise yearly turnover from 2.5M € to 6.5M € As a summary of my skills and expertise, I have made: ✔ Key Essentials for Business and Financial Management in SMEs, start-ups, and established small and medium size companies. You can see it through the table of contents in my portfolio, which covers business models and strategic financial management, including accounting, controlling, planning, budgeting and debt structuring. ✔ Financial Analysis Model for Planning and Sales Forecasting, Cash Budgeting, Break-Even and Leverage, among other topics. Skills & Expertise • Business & Financial & Accounting Management • Controllership & Decision Support • Business Planning & Analysis • Growth Strategy Development • Performance Measurement • Operational Efficiencies • Financial Analysis & Reporting • Resource Management Education & Training • B.Sc. Econ., Belgrade University, Faculty of Economics • Training: Culture and Philosophy for Success (2018) • Training: Road to Success (2016) Certificates • Certificate of Financial Analysis (2017) • Certificate for an Independent Accountant (2015) • Institute for Foreign Languages, Belgrade, Certificate in Advanced English

I have more than 10 years of experience in finance, accounting and market analysis fields. Usually, these activities were combined with manager assistant’s duties. As result, I have the following skills: In accounting (accounting records according to IFRS and tax accounting standards); In finance: - Financial planning (development of financial models for projects; budgeting for companies); - Management accounting (implementation and monthly reports). - Financial analysis (NPV, Payback period; Profitability ratios; Break-even point, IRR, Discounted Payback period calculation). As administrative assistant: - Documents processing (drafts of agreements preparations, writing procedures, data entry); - Preparation of presentations in PowerPoint/ Keynote); - Email Communication; - Payments control; - Social media management ( Facebook, YouTube, Instagram); - Content management. Work with Wordpress and Tilda sites. As investment and marketing analyst: - Market analysis ( market size; competitors; partners determination; other marketing researches); - Project analysis (reachability of financial indicators, market share, etc.) If my knowledge and skills are useful for you I will be happy to help you.

Hi There! Thanks for taking a look at my profile! I'm a two time ex-faang manager with an MS who loves to work on new projects, amongst several different facets, from strategy development, to tactical work with data. I have a keen knack for leadership and strategy and have worked in some of the top tech companies in the world doing so. I'm skilled, dedicated, extremely communicate and english is my first language..I treat every job with the utmost importance and would love to build clientele on upwork in the meantime. I have a passion for building great products and would love to help your team succeed. Feel free to message me with any questions. All The Best, Michael

Strong background in Investment Banking and FP&A. Specialize in Excel & Powerpoint based projects. Experience in M&A as well as Budgeting. Open to a wide range of projects. Work Experience includes: - FP&A at a leading Adtech company - Investment Banking Analyst at JP Morgan

Start up consultant and finance professional with over 10 years experience working in various sectors including beauty, retail and tech. Skills include: • Business Plans • Financial Modeling and Forecasts • Pitch Decks and PowerPoint Presentations • Startup Consulting • Project Management • Accounting Bachelors degree in Accounting and Economics and Certified Chartered Accountant.

I'm Anthony, and I'm your secret weapon for all things Excel. I am a finance professional with a Master’s in the field, 13+ years’ experience in Excel, and 9+ years solving problems for global organizations in NYC, both public and private. I’ve had consistent success delivering on opportunities to optimize workflows using advanced modeling techniques, beautiful, standardized design, and a striking balance of creativity and logic. Looking for a way to produce meaningful insights without the hassle? Have a vision you can't quite bring to fruition? Does the thought of that one spreadsheet make your head spin? Rejoice! You don’t need to buy expensive software to achieve your goals. What can I do for you? • Executive Summaries, KPIs, Dashboards, Scorecards, Charts, Graphs, Benchmarking & more: Your results should tell a story – Let me highlight the important stuff in a way that’s both meaningful and easy to digest. • Advanced Modeling & Automation Solutions: From financials to customer lists, productivity metrics, headcount, and beyond, I can build an automated model which transforms your complex, multi-source data into intelligent, actionable insights. • Re-usable Templates: Cost-benefit, sensitivity, ROI, cash flow projections, forecasts, forms, databases & more - Let me build an intuitive, custom-tailored model you can use over, and over. • Commission / Revenue / Activity Trackers: Keep on top of your performance targets, discover trends and track KPIs with a custom activity log accompanied by a beautiful, automated dashboard, elegantly built for an individual consultant, or an entire team! • Formatting & Redesign: ‘#REF!’ no more! Have a troublesome file? Whether it’s a single error or the whole kitchen sink, I can ease your frustration and breathe new life into your cumbersome, outdated models with careful consideration of every last detail. • Any other Excel/Office/PDF or financial modeling issue, big or small - lets discuss! FREE Initial Consultation: Have a business goal or idea? Let’s talk. Have an existing model? I will evaluate whether it could be optimized to more effectively meet your needs. No obligations or pushy tactics here, you only pay if you’d like me to work on your project – guaranteed. My Promise: I’m here to help. I value building trust and am happy to discuss how I can assist within your budget. The quality of my work is guaranteed and I offer revisions to the original spec until you are 100% satisfied. Open to fixed fee pricing, depending on the project. Look forward to working with you! _______________________________________________ HIGHLIGHTED TECH CAPABILITIES / MODEL FEATURES: Macros | VBA | Pivot Tables | Pivot Charts | Drop Down Menus | Buttons | Intuitive Forms | Data Visualization | Dashboards | Process Automation | Advanced Formulas (VLookup, HLookup, nested IFs, Index + Match, NPV, statistical functions, OR/AND, etc.) | Auto Currency & Unit Conversion | Auto Print & PDF Conversion | Linked Workbooks | Data Scraping & Mining | Auto Upload Formatting | Conditional Formatting | Cell & Format Locking | Sheet & Workbook Protection | Named Ranges | Centralized Inputs | Automated Headers & Labels | Error Mitigation Controls | Best Practices | Calculation Load Optimization | Effective Naming Conventions | Intuitive Process Guidance

My clients enjoy working with me for my passion of clean, intelligible, aesthetically pleasing dashboards and reports. The end user's experience is my primary goal. I ensure that my work translates into tools that are practical and easy-to-use. SMBs should not require an in-house developer to utilize my work product. My master's in accounting and consulting background, give me the expertise to analyze a company's financial data to make informed BI dashboards and financial models. I am an expert in Microsoft excel and can transform out-of-date processes into automated reports. Through Power BI I help businesses analyze both financial and operational data into visuals that allow them to quickly assimilate and act on the KPIs that matter most to their business. I have experience working with a variety of corporate functions including: investment analysis, controllership, treasury, FP&A, and various other consulting positions. Technologies: - Power BI - Advanced Excel - Power Query - DAX - Power Pivot - VBA Expertise: - Accounting - Financial Modeling - Data Analytics - Data Visualization - Excel-based Solutions

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

I am a uniquely qualified JD/MBA that brings a business perspective to my law practice. I have experience in the ins and outs of corporate development, strategic partnerships, legal entity creation and contract negotiations. I have worked across several industries and understand a variety of business models. If you need support on a business or corporate law issue please contact me.

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 $125 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 $5,000 - Financial pro forma projections $2,500 - Full raise package (business plan, projections, pitch deck* and investor memo*) $7,000 - Buy/sell side valuations $1000 - Pitch deck $1,500 (exclusive of financial projections) * - Pitch deck $3,500 (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.

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!

I have been in private equity/ venture capital for the past 20 years. I worked for several years with BDC Capital, a $1 billion venture capital fund. Companies that I have been directly involved in have raised over $200M of venture capital and have achieved exits of $1.6 billion. I love working with very early stage companies. I provide a lot of value in positioning your business for investment. I will offer very blunt feedback and help you position your company for success. I can provide feedback on the business plan, presentation, etc. In exceptional cases I can make introductions to investors that I believe will have a high likelihood of investing. I have been honored for my achievements. I have been a Business Pitch Judge at the prestigious Rice Business Plan Competition and Banff Venture Forum. I have also judged several international Pitch Competitions. I now advise technology companies all over the world. I also act as a consultant on operational issues. I have also completed a few turnarounds as well. My services include: - Winning pitch decks - Financial Models - forecasting, analysis, problem solving - Investor pitch decks, strategy and identification of appropriate investors.. - Business planning and Strategic Consulting (business plan writing, business development, strategic analysis, marketing plan, market entry strategies) - Company valuation, Mergers and Acquisitions and Due Diligence, Value Creation Plans - Venture Capital Funds - Chief Financial Officer (CFO) - interim and mentoring - Mergers and Acquisitions (M&A) - Market Research My knowledge of what works allows me to help you avoid common mistakes and proactively positions you to answer the tough questions. I want to give back and help others succeed. I look forward to working with you to achieve your goals and dreams!

I am excited to utilize my full skill set in financial modeling and structured asset management within the Upwork platform! I can provide high-level financial expertise to individuals and organizations that are looking for assistance in their financial modeling for commercial Real Estate, debt modeling for institutions, investment ROI modeling, financial analyzing and creative financing (M&A Buy side), pitch deck creation and more. Platform Experience: Wordpress Excel Keynote Power Point Sketch Photoshop Experienced in: Pitch Decks Capital Broker MOU agreements Working with Brownfield credits CRPs Site, Source and Uses RFP process and working with GCs DCR calculations Full Financial Pro-Forma Talking with State officials on Tax Credits Low Income House Tax Credit (LIHTC) Working with Existing Equity Creative financing via Structured assets Cash on cash IRR LTC requirements LTV Post development requirements (Mini Perm/Perm Debt) Trading Forex Crypto Currencies Derivatives Please keep in mind I am based in the US and on Eastern Standard time. My working hours are normally between 9 AM to 6 PM. For immediate needs, I am available via messenger. I look forward to building a long-lasting relationship with you!

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.

I am a current Manager in Corporate Development (Mergers & Acquisitions) for a large private holding company. My duties include DCF and valuation work, presentation design, and cap table analysis. I have worked on several investments ranging from $5M to $800M. I most recently was a Senior Associate leading the financial team and running the model for a Financial Technology startup. My duties included developing KPI's, investor relations reporting, and modeling. I had most recently worked for another startup specialized in financial restructuring. Not only was I the associate consultant on multiple restructuring engagements, I also led the branding for the startup firm. I developed the pitch materials and external facing email template. During my time as a consultant, I built 3 complex financial models and developed an excel based logistics optimizer. I started my career as an investment banking analyst in the syndicated & leveraged finance department. While working in syndications, I was the lead analyst on 15 left lead debt transactions. My duties included development of complex pitch materials, creating investor presentations, writing investment memoranda, and market analysis. I am advanced in Excel and Powerpoint and have a keen eye for detail and design. I maintained a 4.0 in my masters program where I graduated with an M.S. in Finance

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.

I'm an MBA and a Bachelor of International Business, and I've worked for over 6 years creating and implementing business plans for Fortune 500 companies, small businesses, and pre-launch startups. I have gained experience transitioning through several key roles, including CEO, CBDO, Investor, Mentor and Entrepreneur, and I successfully exited my first startup when I was 20 years old. Are you looking to upscale your business and/or are you looking for that key investor? I can help you create a comprehensive business plan; go-to-market or marketing strategy; define KPI's and balance score card for growth; financial models & valuation; pitch deck and/or executive summary for any audience and purpose you need. I will also provide business & management consulting recommendations from my extensive experience to help your business succeed. A good business plan will include at least the following content: - Executive Summary; - Introduction; Customer Value Proposition (CVP); Management Team; and Company Overview. - Market Analysis (Industry, SWOT, Porter's 5 Forces, Competitors, and Customers); - Operational and Entry Strategy; - Financial Forecast and Analysis; Revenue Forecast; Income Statement; Balance Sheet; Cash Flow Statement. I am passionate about helping entrepreneurs launch and grow their companies. Please don't hesitate to contact me for any type of project, any size of company, and any type of work, including business plans, presentations, excel models, and any other business & management consulting. Thank you for your consideration and I look forward to supporting your business success.

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

Hello, I'm an Expert in using MS Excel, including designing and building complete financial reports or solving complex problems using my VBA programming knowledge. My core competency lies in developing Excel VBA programs that make my clients work easier, quicker and most importantly cheaper. My goal is to provide solutions which make my clients' businesses more productive. I have 4 years experience working in finance and controlling as FPnA Expert. I am the best choice if you need someone to automate some of the most annoying and time-consuming tasks in Excel or other Office applications. Thank you for visiting my profile. I'm looking forward to talk to you. Bence

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.

Over 22 years experience as a CPA serving small to medium sized businesses and non profits. Able to provide a range of services from issuing checks to preparing business plans, tax returns and financial statements.

⭐⭐⭐⭐⭐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.