Hire the best Financial Modelers in Massachusetts
Check out Financial Modelers in Massachusetts with the skills you need for your next job.
- $125 hourly
- 5.0/5
- (1 job)
Jeff is an accomplished, growth-driven VP of Product Strategy / General Manager with 15 unique years of strategy and analytics consulting experience ranging from product strategy/management and internal startup leadership to large system implementation management. Passionately operating at the intersection of innovation strategy, technology, and new business incubation, he has proven his ability to accelerate new intrapreneurial service / product offerings, business ventures, and strategic alliances through his leadership of the DeloittePixel and StrategyAccelerator product businesses. Jeff endeavored to set the businesses up for success by building diverse teams and deploying exceptional strategies supported by keen funding navigation, comprehensive financial management/business case execution and optimized/automated processes.Financial ModelingAI App DevelopmentCross Functional Team LeadershipBusiness CasesProduct ManagementPartnership DevelopmentDigital TransformationBusiness InnovationInnovation StrategySQLVenture CapitalProduct StrategyStrategyMergers & AcquisitionsBusiness Operations - $125 hourly
- 5.0/5
- (7 jobs)
I am a finance professional with more than 20 years experience in both an investment banking and a real estate investment capacity and I have completed more than $40 billion in M&A, corporate finance, and real estate transactions. I have extensive experience building financial models of all types, my Excel skills are first rate, and my attention to detail is impeccable. I look forward to working with you on your finance, real estate, and Excel projects, including (but not limited to): Real estate acquisition and development pro formas Financial budgets and operating/cash flow forecasts 3-statement financial models Corporate M&A models LBO models NAV, DCF, and other valuation analyses Calculation of investment returns (e.g. IRR, MOIC, accretion/dilution) Calculation of leverage and credit metrics Calculation of KPIs and other operating metrics Scenario analyses Labor models Business plans Pitch books and information memoranda Ad-hoc financial analyses Ad-hoc Excel formulas, templates, databases, pivot tables, charts, graphs, etc.Financial ModelingMicrosoft PowerPointReal Estate Investment AssistanceReal Estate Financial ModelingReal Estate AcquisitionReal EstateMergers & AcquisitionsInvestment BankingMicrosoft Excel PowerPivotExcel MacrosExcel FormulaFinancial Analysis & ValuationCorporate FinanceMicrosoft ExcelFinancial Projection - $100 hourly
- 4.9/5
- (3 jobs)
Mergers and acquisitions, financial modeling, Excel, PowerPoint, fundraising, valuation, sensitivities analysis, LBO, DCF, biotech, healthcare, clean tech, renewable energy, life sciences, investor presentationsFinancial ModelingHealthcare ITProject AccountingHealthcare ManagementMicrosoft PowerPointBiotechnologyBusiness ValuationManagement ConsultingMergers & AcquisitionsMicrosoft Excel - $175 hourly
- 5.0/5
- (5 jobs)
I am an entrepreneur at heart, I created my first business and grew it to almost $20,000,000.00 in sales, then sold it for a profit. Currently I work as an adviser to startups and restructurings. I can take your startup to the next level, I can be your interim CEO, CFO, COO, CRO or CMO. I have built 100+ investor ready business plans, financial models, Investor decks, executive summaries, cash flow models, pro-forma P& L, Balance Sheets and start-up plans. I develop Go-To-Marketing Strategies, Online Marketing Strategies and fine tune Product/Market Fit. I have probably seen what you are trying to do. I have created plans and decks that have led to multiple investor presentations and investments between $100,000.00 and $1,000,000.00. I work with businesses to create and refine their plans and models to craft a cohesive launch or restructuring plan that helps companies grow. I build and review all aspects of starting a business, from the initial Business Plan to the Exit Strategy and everything in between. I create Financial Models that show Cash Burn, Pro-Forma P&L and Balance Sheets. I create Financial Models for SaaS and Subscription Revenue businesses. I create Financial Models for Retail E-commerce and Direct Sales Platforms. I write Business Plans so that they make sense and are consistent with their message, and with an eye towards the audience that will be reading them. I build Compensation Plans including Salary, Commission and Bonus Structures I create CAP Tables Design Exit Plans I do 409A Evaluations Recently I helped founders justify their business model, which resulted in submitting 7 of them to an Angel Group for review and possible investment.Financial ModelingGrant ProposalGrant Writing ConsultationGrant WritingStrategyBusiness ConsultingSales StrategyStartup ConsultingBusiness ManagementBusiness StrategyFinancial PlanningBusiness Plan - $50 hourly
- 5.0/5
- (16 jobs)
I'm Alan, a freelance financial analyst with extensive experience with excel and spreadsheets. I have six years of experience with finance, accounting and business operations. Previously, I founded and operated a restaurant and catering business in Boston for 6 years before selling the business. Prior to that, I worked as a financial analyst for a large corporation. I have experience building complex financial models and creating financial projections. I have bookkeeping and accounting experience. QBO and Gusto Payroll certified.Financial ModelingExcel FormulaQuickBooks OnlineSpreadsheet SkillsBudgeting & Forecasting SoftwareFinance & AccountingForecastingBusiness Planning & StrategyBusiness PlanBusiness WritingContent WritingFinancial AnalysisFinancial ProjectionBookkeeping - $350 hourly
- 5.0/5
- (12 jobs)
Analytical real estate finance professional with 15+ years experience creating value through diverse, innovative investment and asset management strategies for both institutional and non-institutional investors. Proven asset and portfolio management capabilities and responsive relationship management skills contribute to positive outcomes at property- and portfolio-level. Strategic thinker with ability to articulate complex investment structures and strategies to investors through both written and verbal communications.Financial ModelingValuationPortfolio ManagementAsset ManagementReal Estate Financial ModelingReal Estate Investment AssistanceInvestment ResearchReal EstateMicrosoft Excel - $60 hourly
- 5.0/5
- (1 job)
**Limited time promo: I am hoping to kickstart my presence on Upwork, so I'll be offering highly discounted services to early clients. My standard rate is $3-4k/day, and I will start raising my rate on Upwork after I have 5 reviews. EXPERT VETTED - Designation from Upwork, "Only the top 1% of talent on Upwork qualifies for Expert-Vetted talent status, and only those in select categories are eligible. These users have gone through a thorough screening process that evaluates technical expertise and soft skills." With over a decade of experience and success as a leader in Bain & Company's Private Equity Group, an e-commerce executive at Wayfair, and as a seasoned entrepreneur, I bring a unique blend of strategy and hands-on execution to your most challenging business situations. My professional journey has equipped me with rich insights into various sectors, especially the nuances of e-commerce and startup ecosystems. I've led fast-growing business units, navigated complex organizational challenges, and crafted growth strategies for burgeoning enterprises. As an entrepreneur myself, I understand the roller-coaster that startups face and I'm adept at refining ideas, conceptualizing MVPs, and navigating early-stage growth. If your business challenges are straightforward, there are numerous cost-efficient options available. But if you're dealing with complex, mission-critical issues or embarking on a transformative journey, I can help steer your course with an exceptional blend of strategy, creativity, and pragmatism. My advisory services will deliver results at a fraction of the cost of a McKinsey/BCG/Bain project team, but with the same commitment to excellence and achievement. Whether you have a clearly defined project or are still trying to figure out the right direction, I am open for collaboration. I enjoy working with small and medium-sized businesses, helping them navigate the entrepreneurial journey and thrive in their respective markets. Our collaboration begins with a comprehensive conversation to understand your unique challenges, then we devise a bespoke solution tailored to your needs. I look forward to partnering with you to create lasting value and success in your entrepreneurial journey.Financial ModelingB2B MarketingDue DiligenceInvestment ResearchManagement SkillsGrowth StrategyRetailB2C MarketingSalesforceManagement ConsultingReal EstateBusiness Operations - $70 hourly
- 5.0/5
- (4 jobs)
Hi! I am passionate about solving business problems through models to help leadership make the right decision. This can be anything from optimization models, monte carlo simulations, forecast models or financial dashboards for ongoing business monitoring. If you present a problem that has multiple outcomes, I will be able to help point the decision in the right direction through the construction of highly informative models. I have done this many times over the past 4+ years and I am excited to help you!Financial ModelingFinance & AccountingReal Estate Financial ModelingModel OptimizationEngineering SimulationPPTXGoogle SheetsImplementation PlanBusiness PresentationMicrosoft OfficeWorkday Adaptive PlanningForecastingFinancial Analysis - $59 hourly
- 5.0/5
- (5 jobs)
I am an experienced process and operations professional with significant tooling and implementation experience. I pride myself on my ability to connect with clients, understand the “why” for a given project, and dive deep into each project’s unique requirements before working towards a solution. I am currently exploring the upwork app and my goal is to build a new source of income that can support my family moving forward. For this reason I have discounted my services significantly from my days in consulting in order to build a portfolio of customers on the upwork platform. Please reach out to me if you are interested in working together!Financial ModelingZapierAirtableSquarespaceAsanaProject ManagementTrelloProcess DocumentationProcess OptimizationWorkdayData AnalysisSQLMicrosoft ExcelGoogle Sheets - $100 hourly
- 5.0/5
- (2 jobs)
Specializing in quantitative analysis, financial modeling and business case development. I’m new to freelancing but quite seasoned in finance with more than 15 years, an MBA and billions in deals and capital investments under my belt. Anywhere from real estate, manufacturing strategy and expansion to corporate treasury and raising debt funding, I’ve had a diverse career with a ton of experience at your disposal. If you have a business case question, finance or financial metric performance question you need solved, I can help. I have significant experience getting into the weeds and bringing it back up high level to pitch to executives and C-suite in clear, concise presentations. Career cash savings > $75M Career FCF improvement > $125M Raised > $8B in funding and credit Structured share repo programs > $2.6B Led Treasury on > $12B joint ventures Areas of Expertise: financial modeling in Excel; proforma financial statement creation; economic and risk analysis; foreign exchange and interest rate risk mitigation; liquidity, debt and capital structure optimization; bank and ratings agency relationship management; working capital improvement; inter-company funding; forecasting and budgeting; demand planning and inventory optimization; real estate investment analysis. I’d love to be your business partner too!Financial ModelingStartup ConsultingProperty & Equipment LeaseReal Estate Financial ModelCapital MarketsJoint VentureFinanceBusinessFinancial RiskContract NegotiationFinance & AccountingStrategyFinancial AnalysisBusiness Cases - $85 hourly
- 5.0/5
- (1 job)
I am a business strategist with expertise in e-commerce operations, marketing, and customer success. I have 10 years of professional experience, mostly within early-stage startups but also Fortune 500 companies. As an e-commerce and business generalist, I can help with a wide variety of services including: - Amazon Store Optimization - Shopify Store Setup and Management - SEO Optimization - Marketing Strategy, Content Marketing, PPC Advertising - Data modeling and Excel spreadsheet troubleshooting - PowerPoint creation, design, and editing - Startup Consulting - Management Consulting - MBA Admissions Consulting If you're looking for someone who can work independently and problem-solve, let's talk. I am an experienced MBA with extra time on my hands looking for ways to help your business succeed.Financial ModelingPPC Campaign Setup & ManagementMicrosoft PowerPointMicrosoft ExcelEcommerce Management ConsultationOptimize Amazon SiteManage Amazon SiteStartup ConsultingData AnalysisBusinessMarketingFreelance MarketingShopifyEcommerce Website - $75 hourly
- 5.0/5
- (3 jobs)
I specialize in analytics, turning raw data into valuable insights. Skilled in data analysis, modeling, and visualization using tools like Microsoft Excel and Power BI. Let me help you leverage your data for business success. -Knows SQL, SAS, Microsoft Excel, Google Sheets, Python, along with other analytics tools -End-to-end project management, covering all phases from initiation to successful completionFinancial ModelingMicrosoft Excel PowerPivotSQLLooker StudioLookerGoogle AnalyticsGoogle Analytics 4Data CleaningKPI Metric DevelopmentAnalytics DashboardAnalyticsGoogle SheetsMicrosoft ExcelMicrosoft Power BIBusiness Intelligence - $50 hourly
- 5.0/5
- (0 jobs)
PROFILE I have 30 years experience in working in financial services and related industries. I have worked in many start ups in creating business plans, detailed financial models, market research, basic web design amongst other roles. Looking for remote freelance work as I am creating another startup that will require time before revenue recognition.Financial ModelingResearch PapersMicrosoft PowerPointModelingWhite PaperWixMicrosoft Excel - $50 hourly
- 5.0/5
- (1 job)
I’m a CPA licensed in Massachusetts and an ACCA Fellow with 10+ years of experience in accounting, financial management, reporting, book keeping. I have substantial knowledge with all financial aspects of running a small business, and a creative thinking and problem solver. Whether you need help with regular bookkeeping, payroll, LLC tax filing or other small projects, I’m happy to help! Industry expertise: real estate and renewable energyFinancial ModelingProcess ImprovementCost AnalysisData AnalysisReal Estate Financial ModelBookkeepingAccounting AdvisoryAccounting - $64 hourly
- 4.9/5
- (32 jobs)
I am the owner of a small consulting company that specializes in providing tailored financial services to our customers. They range from the straightforward transaction based bookkeeping, accounts receivable, and accounts payable management to more complicated financial analysis, budgeting, process improvement, and strategy development. After a successful financial management career in the US Coast Guard, I have decided to bring my expertise to businesses around the world. I have experience in managing the full range of financial activities. I provide hands-on financial analysis and strategic advice and counsel to help improve your business processes. I am committed to the highest degree of transparency and accountability. BUSINESS STRATEGY Leads by capitalizing on business opportunities related to both internal factors and market conditions. Asks the right questions and seeks simpler solutions to complex problems. Transforms complex data sets into easy-to-understand information with clear implications for making better decisions. Takes a systems thinking approach to solve business problems at their root. PROJECT LEADERSHIP Builds trust quickly by setting clear direction, developing high levels of teamwork, and giving others credit. Aligns individual motivators and capabilities with particular projects and roles. Understands complex systems, resource allocation, and the importance of satisfying both external and internal customers. Leads projects to meet budget, time and performance expectations. EDUCATION/CERTIFICATIONS I bring MBA level financial management to your business at a fraction of the cost of a traditional consultant. The Quality Systems Management degree I hold compliments the MBA well. I am very proficient in multiple financial management software and hold both QuickBooks ProAdvisor and Xero advisor certifications.Financial ModelingFinancial ProjectionManagement ConsultingXeroProcess ImprovementFinancial AnalysisBudget ManagementBookkeepingIntuit QuickBooks - $125 hourly
- 4.5/5
- (14 jobs)
Investment Banking Professional with experience working as a Finance, Accounting, and Operations Improvement management consultant at a Top 5 Global Accounting and Consulting Firm, and experience modeling financial statements and proforma's for private equity firms and investment banks. I offer quick turnaround (24-48 hrs) on work relating to financial modeling, pro forma's, profitability analysis, pricing strategy and analysis, and bookkeeping. Please see my website, gradientaccounting.com for more information.Financial ModelingAccount ReconciliationManagement ConsultingBusiness AnalysisFinancial AnalysisMicrosoft Excel - $125 hourly
- 4.9/5
- (27 jobs)
I am the founder of Town Square Advisors, a boutique consulting firm that leverages a proprietary method - the Square Management System - to focus strategies on development of strategic priorities, assessment of M&A targets (buy-side), valuation enhancement and sell-side M&A advisory, and assistance with organizational design and institutional culture. Additionally, as a Certified M&A Advisor (Alliance of M&A Advisors) and Certified M&A Professional (Institute for Mergers, Alliances and Acquisitions), Town Square Advisors also supports corporate finance projects, including both sell and buy-side M&A (process navigation, enterprise valuations, target company analysis, DCF/LBO/merger modeling), and building financial projections for growth-stage and startups (setting foundational operations as well as building proforma financial statements). My disparate career path work includes award winning tenure in corporate development (M&A, strategy and internal investment projects) for a large multi-national market research company and a private-equity backed portfolio company after having spent several years within middle-market investment banking where I supported M&A transactions for privately-held companies. I have built a foundation in corporate finance from financial modeling, including revenue projections and cost-estimating, to understanding valuation and pre-market positioning and strategy and can help guide a company through a liquidity event. I enjoy assisting companies understand their value proposition and also helping position a company to achieve maximum valuation. While I have extensive corporate finance experience, I am, at heart, first and foremost a small business operator, having spent over a decade building, growing and transforming professional sports franchises. Through work at these companies, I have overseen implementation of successful, and award-winning, sales and marketing initiatives, guided cost-saving operational improvements and handled full staff augmentations and staff training and development programs. I enjoy applying the lessons learned during my executive management tenure to helping other small and medium-sized business overcome growth hurdles or avoid operating obstacles. Recently, I was recognized for my work in strategy and M&A by being named a Finalist for the Alliance of M&A Advisors Thought Leader of the Year for 2022.Financial ModelingCorporate FinanceBusiness ValuationBusiness ConsultingFinancial AnalysisMergers & AcquisitionsInvestment BankingStartup ConsultingCorporate StrategyStrategic PlanOrganizational Design & EffectivenessPrivate EquityBusiness PlanFinance & Accounting - $55 hourly
- 5.0/5
- (2 jobs)
Accomplished Analyst brings high-level business acumen and superior qualitative and quantitative analysis skills. Champions operational improvements to drive productivity and reduce risk. Meticulous critical thinker with dedication to data quality and security.Financial ModelingData EntryCopywritingIT Service ManagementModelingTechnical Project ManagementInformation Technology StrategyTech & ITBusiness ManagementMicrosoft ExcelPresentations - $50 hourly
- 5.0/5
- (2 jobs)
I'm a Tepper MBA graduate with experience consulting major companies, small businesses, and startups in financial analysis/modeling and business strategy. If you are looking to, • Develop business strategy. Some examples could be vendor sourcing strategy, pricing strategy, process strategy, go to market strategy, ect. • Create a financial model for potential valuation, acquisition, or free cash flow projections, • Implement strategic initiatives to improve overall business performance I can help you be successful in taking ideas from conception to implementation. If this sounds of interest to you send me some details about your company and current challenge, if it seems like a good fit we can schedule a call.Financial ModelingSourcingContract NegotiationStartup PitchbookCorporate StrategyProduct DevelopmentMarketingBusiness ManagementData AnalyticsTechnical Project ManagementProcess DevelopmentSupply Chain & LogisticsEcommerceCustomer Insight AnalysisCompany Valuation - $150 hourly
- 0.0/5
- (1 job)
Hey there, I provide financial and real estate consulting, while being an owner-operator of a small real estate portfolio and management company in central New Hampshire. In a prior life I was a Senior Housing / Healthcare Real Estate Appraiser, leading the back end financial model, while performing over $10 billion of valuations. Skills & Expertise: - Financial and Real Estate Modeling - Investment and Feasibility Analysis - Real Estate Knowledge (Valuation, Supply and Demand, Highest and Best Use, etc.) - Small Business Consulting Any Excel / Google Sheets model you want built, I'm your guy!Financial ModelingFinanceReal EstateBusiness ConsultingBusiness AnalysisReal Estate Financial ModelingReal Estate Business PlanReal Estate AcquisitionValuationMicrosoft Excel - $150 hourly
- 0.0/5
- (0 jobs)
I uncover buried profit & fix difficult situations. I unleash the sales potential hidden within data and dedicated team members for family, private equity owned, and food organizations. I leverage my cross-functional background in business development, operations and finance to fill in organization gaps and drive financial performance. My experience includes service, manufacturing, and multi-unit hospitality organizations with sales from $15MM to $250MM. Results include: - Led profit turnaround of a distressed business unit generating +$1MM EBITDA in 6 months - Increased profit by 75% in 3 years resulting in an acquisition by a strategic partner +5x EBITDA - Grew new product sales from $0 to $20MM in 2 years while achieving #3 brand locally - Received highest leadership award for mentoring direct reports after an unexpected organizational transition Operational and Financial Results Hired leaders and opened dozens of new locations with 100% growth in 3 years. Generated record profit only 5 months after business was on verge of bankruptcy. Uncovered $500k rebate overpayments, led efforts to recapture funds, and implemented ERP functionality to prevent future mistakes. Delivered over 7% item profit increase with price adjustments after resetting labor rates and redistributing SG&A costs. Implemented analytic and reporting tools - Discontinued 400 items, cash flow gain of 5% - Enhanced $30MM trade spend by 2.5%, 3x ROI EXECUTIVE STRENGTHS • Passionate about building on the foundation created by owners first developed as a teen working in family’s food and retail businesses. • Servant leadership style with a collaborative culture for operations and corporate staff. • Empowers leaders to take ownership of their roles with people and profit-based solutions. • Leverages analytics to uncover truth hidden in data and hold teams accountable for results. • Received the President’s Award of Excellence for mentoring, motivating, and inspiring direct reports after difficult leadership transition. • MBA in Entrepreneurship, FW Olin Graduate School of Business at Babson College; BS in Food & Hospitality Management, Cornell University SOLUTIONS TO BUSINESS QUESTIONS - Profit: Why is EBITDA much less than it should be? - People & Process: Who are the internal and external resource collaborators? - Data Integrity: How does the team know decisions are based on accurate information? - Financial Systems: Where is the missing 60% of POS, ERP, ledger and reporting functionality? - Costing: What is the product, labor and overhead costs by customer / item? - Performance Metrics: When do leaders need access to key performance metrics? My grandparents and parents were business owners so I am passionate about building on the foundation of small business owners. I began working in my family's food businesses and witnessed firsthand how the entrepreneurial spirit provides long-term employment and advancement for dedicated team members. Within my learnership roles, I prioritize activities that directly influence team culture, product quality and profit. This begins with helping team members reach their full potential by building the foundations needed to execute at the highest levels. Success is achieved when other leaders say: • My team member seems happier in this new role and is now adding real value • The team is actually using the system reports to make better decisions • We finally understand why actual sales have been much different than forecasts • Item profit is too low so options of raising price, lowering cost or discontinuing must be explored This is why I consider myself a business archaeologist.Financial ModelingLimited Liability CompanyBudget PlanningConsumer GoodsBusiness ServicesManufacturingERP SoftwareProcess ImprovementFinancial Analysis & ValuationAnalyticsInventory ManagementCost AnalysisFinanceFood & BeverageBusiness Operations - $20 hourly
- 5.0/5
- (1 job)
I use Excel daily at work as an auditor. My work entails auditing operations ad process development for Private Equity portfolio company. Here's what functions I usually use: I use lookups (mostly Xlookups but can do any lookup), INDIRECT, conditional formatting, sorting and data cleaning for auditing. For process development, I work with more data, so I clean data a bit more before doing the above. I also use pivot tables and create visuals for ad hoc analysis tasks. I enjoy this the most. I am also enjoying using Power Query to help me transform data that is a bit too "dirty" for common cleaning functions. Before this job, I had some experience at a small private equity company learning and performing financial valuation for public companies, which really helped me learn how to use Excel efficiently by almost never using the mouse.Financial ModelingInternal AuditingFinancial AuditMicrosoft PowerPointMicrosoft ExcelCompany ValuationBusiness Valuation - $150 hourly
- 0.0/5
- (0 jobs)
Well of course I know him. He’s me! Scott Williams. Former CPA. Duke MBA. All-around good guy. I have nearly 20 years of experience working with growing companies to ensure their accounting and finance functions are managed in a way that is both sustainable and scalable. Whether it’s handling your accounting team, developing short-term/long-term financial models, managing your cash flow, organizing board decks, setting up your systems for success or just needing a second set of eyes, I am confident I can help reduce the burden of these functions and give you time back to focus on more critical growth activities. Your most important asset as a founder is how you use your time. I don’t spend my time posting tips on linkedin or making Tik Tok videos where I talk to myself in different wigs (yet). You shouldn’t waste yours updating spreadsheets and keeping tabs on your accounting. Let me do that for you.Financial ModelingFinancial SoftwareFinancial ProjectionFinancial ModelFinancial AnalysisFinancial AccountingAccounting SoftwareFinancial Analysis & ValuationFinance & AccountingPresentationsAnalytical PresentationBudgeting & Forecasting SoftwareFinanceFinancial PlanningBookkeeping - $50 hourly
- 0.0/5
- (0 jobs)
Finance Professional with extensive experience driving transformative financial strategies, evaluating high-potential investment opportunities, and boosting corporate financial performance across various industries. Expert in financial planning, forecasting, cost management, and reporting that enhances operational efficiency, profitability, and revenue growth. Leveraged analytical tools to inform acquisition strategies for platform investments & M&A transactions. Adept at cultivating relationships with entrepreneurs, investors, and cross-functional teams to assess growth prospects, support investment decisions, and develop strategic plans. + Sourced and originated over 10 high-potential investment prospects through in-depth market research, DCF analysis, and financial modeling (LBOs), generated 5 Indications of Interest (IOIs) and 2 Letters of Intent (LOIs) in the lower middle market. + Directed due diligence for 50+ investment opportunities, evaluating businesses with revenues ranging from $15M to $100M, performing CIM reviews, creating investment memos, and presenting to the investment team for strategic decision-making. + Managed a $50M cash budget for the advanced AI/ML division in collaboration with marketing, IT, and HR stakeholders, strengthening investment readiness for future projects.Financial ModelingInvestment PreparationRisk AnalysisFinance & AccountingFundraising PresentationBusiness AnalysisMarket ResearchStrategyStrategic PlanningGo-to-Market StrategyPrivate EquityVenture CapitalVenture Capital ConsultingFinancial Analysis & ValuationBudgeting & Forecasting Software - $125 hourly
- 0.0/5
- (0 jobs)
Peder Jacobsen is a seasoned financial professional with over 15 years of experience in financial reporting and consulting across various company sizes, including three Fortune 500 firms, private equity, and family-owned businesses. He has a passion for extracting and working with complex data exports, building intricate financial models, and implementing robust financial procedures. His diverse industry expertise spans food manufacturing, commodities, healthcare, industrial, logistics, real estate, and cold storage. Peder is adept at hitting the ground running, delivering immediate results tailored to your needs. Downtime Activities In his free time, Peder enjoys playing the guitar and practicing yoga, alongside hiking and mountain biking to explore new landscapes. As a pinball enthusiast and retro gaming fan, he finds joy in classic Nintendo games and Tetris. A lover of spicy foods and sour beers. Peder embraces a variety of experiences that keep his adventurous spirit alive.Financial ModelingAccounting BasicsInfrastructure ManagementData AnalysisCash Flow AnalysisCash Flow ModelingReal Estate Financial ModelDashboardTableauExcel FormulaManagement ConsultingFinancial PlanningAnalytical PresentationBookkeepingAccounting - $67 hourly
- 0.0/5
- (0 jobs)
Hi there. I'm a finance professional with expertise in financial modeling, forecasting, and ESG integration. If you are looking to contribute to growth and innovation while making the world a better place, I can help. -Wizard at nerdy financial modeling, competitive benchmarking, implementing circular economy principles, financial analysis, ESG integration and reporting, Carbon accounting, impact materiality, sustainability reporting, -Loves using tools such as MS Office, Advanced Excel, Bloomberg Terminal, STATA, Python, Power BI, Tableau. Communication is key, lets chat !!Financial ModelingSocial Impact AssessmentEntrepreneurshipLife CoachingSWOT AnalysisGap AnalysisKPI Metric DevelopmentProduct DevelopmentSustainabilityFinancial AnalysisBusiness StrategyInvestment ResearchManagement ConsultingAccountingAnalytical Presentation - $95 hourly
- 0.0/5
- (0 jobs)
Experienced Real Estate Development Consultant | Affordable Housing & Tax Credit Specialist I am Edd Hamzanlui, a real estate development professional with over 20 years of expertise in affordable housing, financial structuring, and project management. As the Founder & Principal of MassCan Capital, I provide tailored consulting services to developers, non-profits, and public agencies to help bring complex real estate projects to life. My specialties include: Low-Income Housing Tax Credits (LIHTC) and Historic Tax Credit (HTC) Financing Comprehensive Feasibility Studies and Proforma Preparation Debt and Equity Procurement for Multifamily and Mixed-Use Projects Strategic Project Planning, Design Efficiency, and Construction Advisory I’ve successfully managed and underwritten projects totaling over $4.3 billion, including LIHTC properties, historic mill rehabilitations, and middle-income housing. My hands-on experience enables me to craft innovative solutions that maximize returns while aligning with community and client objectives. I pride myself on delivering high-quality work with a collaborative approach, ensuring my clients achieve their real estate goals on time and within budget. Let’s work together to make your project a success! Core Competencies: ✔ Financial Modeling & Underwriting ✔ Public-Private Partnerships ✔ Affordable Housing Development Strategies ✔ Regulatory Navigation & ComplianceFinancial ModelingConstruction EstimatingEstimatorConstruction MonitoringConstruction Document PreparationReal Estate MarketingReal Estate ClosingHousingReal Estate Project Management SoftwareReal Estate Investment AssistanceReal Estate AppraisalReal Estate Business PlanReal Estate AcquisitionReal Estate Financial ModelingReal Estate Financial Model Want to browse more freelancers?
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