Hire the best Financial Modelers in New York

Name: Financial modelers
Brand: Upwork
Rating: 4.8 (198 reviews)

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Clients rate Financial modelers

4.8/5

based on 198 client reviews

$75 hourly
Michael P.
- 5.0/5
- (32 jobs)
I am the founder of Create Neptune, a software and game development studio focusing on creating fun, user-focused, and beautiful apps and games for mobile (iOS / Android), web, PC, and consoles. Our developers and designers have worked on franchises like Scrabble and The Sims, and with companies like Mattel, EA, 2K Games, Estée Lauder, The New York Times, AppLovin (Lion Studios), and Boombit. I have led app development projects from the concept phase to post-launch marketing, and I am an expert in all stages of the application and game development life cycle. I am particularly attuned to the commercial side of application and game development: I was previously a hedge fund analyst focusing on the energy and power sector, and a mathematics, economics, and finance instructor. At Create Neptune I have published dozens of mobile games, with our most successful app Paddle Clash reaching millions of users worldwide since publication in mid-2020 and maintaining a 4.9 / 5.0 globally and 4.7 / 5.0 in the US on the App Store. Aside from our published portfolio, I have concepted, prototyped, and built dozens of other 2D and 3D games for a variety of clients, from Fortune 500 mega-caps to bootstrapped startups. I have almost a decade of game and app development. I typically work in Unity (C#), but I have also worked on successful native apps for iOS (Xcode, Swift) as well (Pandamonium, iOS, 4.7 / 5.0 on App Store). I have worked on numerous apps from the concept and prototype phases to post-launch marketing, so I can be with you every step of the way in the creative process. Specifically, in addition to coding, I can provide concept and prototype work, professional-quality UI and UX, 2D and 3D artwork, and marketing services. Lastly, I am very familiar with the post-launch app marketing process and publishing process on both the App Store and Google Play, and I would be happy to help you and your team with my experience. I began my career in finance as a mergers and acquisitions investment banker and an energy and power analyst at a distressed debt fund, completing the largest leveraged buyout in fund history and managing a book of $1.3 bn of energy and power assets. I have also worked as a mathematics and economics instructor, designing several advanced mathematics and financial analysis courses. My studio regularly works on cutting edge applications in Unity. Just a few examples: • We developed Scrabble Vision (Mattel), an AR companion application for the physical Scrabble board game, in Unity • We developed and helped design RYZ Home (IKIN), a holographic AR application, in Unity • We developed and designed software for a private research study (Estée Lauder), using OpenCV and AR, in Unity • We developed and designed StarStarter (Arcade Therapeutics), a digital anxiety treatment game, in Unity • We developed and helped design Skylar's Run (Thynk), a digital ADHD treatment game, in Unity • We developed and designed Highlandia (Highlands Community Charter), an English language learning game featuring 10 different mini-games, in Unity

Financial Modeling
Bug Fix
JavaScript
HTML5
C#
Swift
Android
Company Valuation
Mobile UI Design
Mobile App Design
Mobile App Development
Financial Analysis
$135 hourly
Elena K.
- 5.0/5
- (94 jobs)
Ex-Partner at Starta VC, a $50M VC fund and accelerator in NYC with 250+ portfolio companies Harvard University executive program Management in Innovation & Technology I build relationships with venture capital, family offices and private equity funds and refer them qualified, stage- and thesis-aligned deal flow they actually want to see. Working with founders, I elevate the way you fundraise — from sharp, investor-ready materials to thoughtful outreach and efficient communication, building relationships that go beyond the fundraising round. “Elena helped us transform our pitch deck and was excellent to work with. We were feeling stuck and working with Elena helped us tremendously.” "Saved me a lot of time by learning through trial and error. Thanks Elena!" "The information she shared was priceless, and I’m looking forward to working with her again!" ___________________________________________________ Services: ✅ Pitch Deck (Angel / Pre-Seed / Seed round) & strategy ★ Pitch deck: structure, content, design ★ Fundraising strategy: who to target, how to approach, valuation and terms ★ How to pitch VC: coaching calls ★ Investor data room, fin models ___________________________________________________ ✅ VC Fundraising: ★ Investor research: list of VCs to approach for your industry and stage ★ Investor data room: speed up due dil and closing ★ Investor outreach → Investor calls → Term sheets to closing ___________________________________________________ ✅ Pitch Deck Review Consultation ★ DIY your slides + book my consultation for content review Expertise in: B2C, B2B, Consumer, DTC, hardware, apps, AI, luxury, sports, music, real estate, cybersecurity, VR, medtech and more ___________________________________________________ A few fun facts about me: I used to manage a hotel in Seychelles (East Africa) I hosted over 1,000 people on Airbnb in New York City I once bought and gifted a baby cow (named her Elena, of course!) to my local tour guide in Ecuador I dream about crossing Atlantic Ocean on a sailing boat one day Let’s connect—I’d love to hear your story and explore how we can work together.

Financial Modeling
Pitch Correction
Investor Roadshow
Business Plan
Presentations
Presentation Slide
Fundraising Presentation
Entrepreneurship
Financial Model
Presentation Design
Venture Capital
Startup Consulting
Fundraising
Pitch Deck
Venture Capital Consulting
$250 hourly
Stephanie R.
- 5.0/5
- (31 jobs)
I’m Stephanie, and I enjoy working with founders and executives on strategic and financial projects that move their businesses forward. This includes fractional CFO / COO support, setting up financial and operations systems, establishing KPIs and OKRs, financial modeling, business planning, pricing and partnerships analyses and other projects. I'm a Founder, Wharton MBA, former investment banker and former political & non-profit fundraiser with a background in private equity, corporate development, and building and running multimillion dollar growth operations. I have worked with private equity and VC backed companies, real estate, tech / SaaS companies, consumer goods, healthcare, financial institutions, and non-profits. As an investment banker, I advised on over $5B in transactions, including M&A and IPO processes, and as a political fundraiser I built and executed multi-million dollar fundraising plans from the ground up. Overall, I specialize in utilizing data to drive business decisions and offer expertise in Excel / PowerPoint, business plans, pitch decks, investor memorandums, financial reports, marketing materials, and other analyses. As a consultant, my experience includes fractional CFO and COO roles, assisting founders in raising over $270M in capital, helping founders better align their company's operations with ESG goals, and optimizing supply chain, pricing, business development, and finance operations. I am a jack of many trades, and typically, I am able to help a business tackle more than one problem area. I am open to one time projects, as well as longer term contracts. **Note, I assist founders in preparing for funding rounds and managing this process, but I do not make personal introductions or fundraise for a fee. If you are looking to hire a fundraiser based on a commission, please research the laws surrounding this before reaching out to people on upwork -- in many instances, it is illegal to hire a freelancer for a commission-based fundraise.**

Financial Modeling
Executive Support
Executive Coaching
Business Operations
Financial Reporting
Finance & Accounting
Presentations
Business Plan
Business Planning & Strategy
Management Consulting
Company Valuation
Financial Analysis
Corporate Finance
Real Estate Financial Modeling
FinTech Consulting
$150 hourly
Killian K.
- 5.0/5
- (89 jobs)
Hello! My name is Killian and I am a CPA who has a strong passion for helping my clients succeed in whatever it may be that they are doing- whether that is running a small business, multimillion dollar business or simply trying to plan for tax savings

Financial Modeling
QuickBooks Online
Business Management
Tax Planning & Advisory
Cryptocurrency
Presentation Design
Financial Model
Financial Planning
CPA
Taxes
Intuit QuickBooks
Bookkeeping
Tax Return
Microsoft Excel
Financial Report
$115 hourly
Ashley C.
- 4.9/5
- (17 jobs)
Finance professional with expertise in commercial real estate investment, private equity, and structured finance. I specialize in building financial models for ground-up developments and acquisitions across various asset classes, including office, multifamily, residential, hospitality, and industrial. My work extends beyond modeling to investment strategy, due diligence, and capital structuring, evaluating opportunities from both an equity and debt perspective. I have advised institutional investors, private equity firms, and developers on deal underwriting, portfolio management, and financing strategies to maximize returns and mitigate risk.

Financial Modeling
Investment Research
Startup Pitchbook
Pro Forma Statement
Microsoft Excel
Forecasting
Startup Consulting
Finance
Real Estate Acquisition
Financial Analysis & Valuation
Real Estate Financial Modeling
Analytical Presentation
Management Consulting
Financial Analysis
Strategy
$50 hourly
Emily D.
- 5.0/5
- (29 jobs)
Hi all! I'm an experienced writer and marketer with a focus on private equity and real estate. Over the years, I've worked on marketing and investor relations materials for various firms in the industry, while also honing my skills through writing investment memos and pitch decks. Whether you're looking for compelling content for your website or marketing materials, or need help crafting a message to reach your target audience, I'm here to help.

Financial Modeling
Creative Strategy
Salesforce CRM
Office Design
Business Presentation
Microsoft Word
Creative Writing
Economics
3D Modeling
Business Plan
Presentations
$175 hourly
Michael G.
- 5.0/5
- (282 jobs)
Certified Valuation Analyst (CVA) member of NACVA, Member of New York State CPA Society (NYSSCPA) and its Business Valuation and Digital Assets Committees, Member of Licensing Executives Society (LES). Adjunct Professor of Finance, Stevens Institute of Technology. 20+ years of experience with business valuations, corporate finance, mergers & acquisitions, venture capital and private equity transactions, in the US, Europe, Middle East, Latin America and Asia. Wharton MBA and undergraduate degree from Stockholm School of Economics. Speak fluent English, French and Swedish, basic German and Spanish. Services include: * Certified Business Valuations - for 409A (options), business sale or acquisition, capital raising, estate tax, gifts of shares and other securities, financial reporting (ASC 718 & 820 fair value, purchase price allocation (ASC805), E-2 visa, and other purposes (NO REAL ESTATE VALUATIONS) * Intellectual Property Valuations (patents, copyrights, software) and Intangible Asset Valuations * Complex Financial Models (incl. acquisitions, buyouts, recapitalizations, valuations, private equity, venture capital, debt financing, portfolio analysis, OPM analysis, PWERM, rNPV, Monte Carlo analysis, Real Options) * Cryptocurrency/Token Appraisals and Blockchain Project Valuations * Valuation consulting for investment funds regarding valuation of securities * Acquisition Target Screening (identifying and/or contacting potential acquisition targets in North America or Europe) * Company Buyer Searches (identifying and/or contacting potential buyers for a company in North America, or Europe) * Company Sale Preparations (assisting owner to prepare company for sale) * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity, mezzanine or debt) * Deal Negotiations (business sales, acquisitions, financing transactions) I DO NOT PROVIDE ANY ACCOUNTING, TAX ADVISORY OR LEGAL SERVICES! Industry experience includes: * Biotechnology / Pharmaceuticals / Diagnostics * Medical Devices, Products and Equipment * Compounding Pharmacies * Healthcare Services (medical, dental, veterinary, IT) * Educational Services and Technology * Financial Services & FinTech * Blockchain / Cryptocurrencies / Digital Assets * Cloud Services / Software-as-a-Service (Saas) / Enterprise Software * E-commerce * Games & Gaming * Telecommunications / Mobile Services * Electronics * Security Software, Services and Hardware * Food & Beverages * Cannabis * Consumer Products * Luxury Goods * Electrical Products and Equipment * Plastics & Rubber * Automotive * Industrial Products & Services * Logistics & Sourcing * Paper & Packaging Recent projects include: - Gift tax valuation for solar power group - Business valuation for wearable medical device company - 409A valuation for marketing technology company using Artificial Intelligence software - ASC 718 options valuation for biotechnology company - Earnout valuation using Monte Carlo simulation for Fair Value accounting - Purchase Price Allocation (ASC 805) for medical device company acquisition - Estate tax valuation for biotechnology company - Gift tax share valuation report for SaaS company - Investor business valuation report for biotechnology company focused on cell therapy - Estate tax valuation report for real estate holding company - 409A business valuation report for cybersecurity company - Business and financial plan development for private equity investment firm - Blockchain technology intellectual property valuation - M&A advisory for process monitoring technology business - Purchase price allocation (ASC 805) for financial services company acquisition - Patent valuation for medical device technology - Business valuation of building products company for potential sale - 409A business valuation for simulation software company - 409A business valuation for biotechnology company - Sale of business services company in Asia - Business valuation of publishing business - Pre-IPO company valuation - Financial model for ecommerce business - Business valuation of dental practice - Business valuation litigation support - Financial model for SaaS startup - 409A business valuation for medical device company - Business valuation of medical app company - Acquisition advisory in consumer products sector - Financial due diligence for educational services acquisition - 409A business valuation for software business - Business valuation of SaaS company - Comprehensive financial model for SaaS business - Business acquisition search process for family investment group - Valuation analysis for acquisition of life sciences service business - Business valuation of digital media company - Financial due diligence on oil & gas energy business for private equity investment - Financial plan for early stage consumer products business - Business valuation of restaurant chain - Acquisition search for life sciences products business

Financial Modeling
Financial Analysis
Private Equity
Investment Research
Corporate Strategy
Venture Capital Consulting
Corporate Finance
Valuation
Business Valuation
Financial Prospectus Writing
$125 hourly
Leo R.
- 5.0/5
- (102 jobs)
ABOUT ME: - 25 years of professional experience - MBA Finance / Real estate financial modeling / Pitch decks - Civil engineer / Real estate development / Feasibility studies Welcome to my profile! I am a finance professional with a civil engineering background and 25 years of experience in Corporate Finance, Investment Analysis, and Real Estate Development. Here on Upwork, I am focusing on the following: - Helping developers structure their projects to attract investors - Assist investors with market analysis and real estate acquisitions Also, I have worked in a broad range of industries such as railroad, engineering design, mass media and information, mining, reforestation, and civil engineering construction. I possess strong written and verbal communication skills with a high degree of work ethic and commitment. I look forward to working with you. . Best regards, Leo

Financial Modeling
Quantitative Analysis
Corporate Finance
Real Estate Financial Modeling
Pro Forma Statement
Microsoft PowerPoint
Real Estate Investment Assistance
Cash Flow Analysis
Cash Flow Modeling
Real Estate
Financial Analysis
Pitchbook
Commercial Lease
Construction Estimating
Construction Management
$30 hourly
Muhammad U.
- 4.8/5
- (27 jobs)
I am a highly motivated and a detailed oriented professional bookkeeper , tax preparer and financial analyst, E-Commerce Specialist looking to assist you in meeting all your accounting and tax goals. I have a vast experience with all aspects of bookkeeping, tax and financial modelling to include, • Accounts receivable and accounts payable • Bank reconciliations and account reconciliations • Inventory tracking and cost of goods sold tracking • Journal entries, month-end, and year-end closings • Financial statements and cash flow forecasting • Budgeting and benchmarking, • Strategic planning, tax planning, payroll taxes, sales taxes and income tax returns. Moreover, I have an excellent command over various accounting platforms like, SAP, Oracle, Quickbooks Desktop, Quickbooks online, Freshbooks, ZohoBooks, Xero, Waves, Quicken, Webgility, Odhoo, Bill.Com, Apparel Magic etc. I have also used various property management tools like Buildium, Yardi, App folio etc. for real Estate bookkeeping. I have been doing bookkeeping for E-commerce businesses as well involving platforms like Amazon, Shopify, WooCommerce, Etsy, Faire etc. For tax preparation and tax filing I've used various tax software such as ATX , Drake, Ultra Tax, Pro-connect, Lacerte for individual and corporate tax returns.

Financial Modeling
Internal Auditing
Financial Audit
Financial Accounting
Intuit Quicken
Accounting
Financial Reporting
Accounts Receivable Management
Accounts Payable Management
Accounting Principles & Practices
Sales Tax
Accounts Payable
Bookkeeping
$58 hourly
Bill B.
- 4.8/5
- (34 jobs)
Hi Thanks for reading my profile. Here are the topics that I am well versed in: Solar PV design - from 1KW to 100 MW Solar PV design - grid tied, off grid, hybrid grid tied with battery backup, BESS, Solar PV design - pv sizing, battery sizing, AC Production, load analysis Solar PV Design - solar farms plus interconnection to grid , substation design Aurora Solar PV design Lighting Design - photometric analysis, lighting layout Lighting Design - luminaire selection and comparison, energy efficiency Project Financial Analysis - Cash Flow, ROI, project payback Financial Business Analysis - Forecasting, Modeling, Proforma Energy Efficiency Analysis Carbon Emissions Analysis Business Plans - startup to project additions Excel - Word - PDF Technical writing , copy writing editing, RFP Scope of Work Building construction and design Building energy efficiency and many more Batina earned his BSEE from Purdue University and his MBA from Pace University specializing in financial modeling. Batina has spent his engineering career designing and developing many projects in many different fields. He has dedicated himself to bringing the best engineering practices to his designs and in support of the projects and company objectives. At this point in his career, he is dedicating himself to helping as many people as possible thru his solar pv projects and lighting designs. Our Founder, William Batina has over 40 years of engineering and management experiences having been involved in hundreds of projects of all types and sizes. He was the University Energy Manager at Pace University for 15 years where he was part of the Facilities Management Team, which managed about 90 buildings with over 2.8 million square feet of spaces. We completed over 300 renovation projects including the renovation of the main campus in Pleasantville NY USA. Batina was part of the interdisciplinary team which developed the specifications for the new resident halls of about 250,000 square feet each. The redevelopment project costs were about $ 110 million for the Pleasantville campus. An additional master plan development was also about $ 100 million for the main campus in New York City. While Batina was the University Energy Manager at Pace University, he was responsible for the utility budgets. The annual budget for 4 campuses was about $ 10 million. He had to develop the budgets and then track the expenses and compare the utility bills to the budgets. I was involved in all aspects of Energy Management from energy procurement to energy benchmarking , data analysis, budget development and monthly utility invoice payments, tracking and financial reporting. Over his career, he probably reviewed about 30,000 utility bills I have extensive business knowledge and experiences. I am familiar with the standard business analysis statements of Balance Sheet, Cash Flow, Income Statement, and Retained Earnings. I am an expert at creating Excel charts, performing data analysis and business forecasting. I have started several technical companies so I am also familiar with business plans and investment funding. Throughout my career, I have written several hundred technical reports, training manuals, data analysis reports, and had several technical articles published in refereed journals. I have 7 issued US Patents and 15 US Patent applications. Beacon Energy Renewables LLC was formed in 2023 to bring quality Energy Management and Project Management to the solar PV and wind development projects. We have assembled a group of professionals with a combined experience of over 80 years to offer their expertise in the design and implementation of solar pv designs. This past year, Beacon Energy Renewables LLC, has been dedicated to larger, utility scale solar pv projects. We bring together the professionals and companies to design and build these larger projects. We can design the projects as a complete project or act as your project managers for any stage of the project. I have completed 5 solar farm feasibility studies with the next steps to complete the engineering, procurement and construction phases. I am currently working solar farm development of 50 to 100 MW in GA with 3 projects in development. Each of these projects covers about 100 acres. Solar PV Projects / Wind Projects / Battery Storage • Feasibility Studies • Engineering • Procurement • Construction • System Commissioning • Operations and Maintenance • Project Management • Energy Management • EV charging Solar Projects • Solar Powered applications – Grid Tied • Solar Powered Applications – Off Grid Hybrid or battery Back up • Energy Storage • Utility Scale projects Project Management • Project Schedules • Project Financials – Budgets • Project Financials – Budget / Expense tracking • Project Reporting Legal • Solar Contracts – PPA – Leases- Interconnections Agreements • Property Leases • Construction Contracts • Equipment Rentals I look forward to working on your projects.

Financial Modeling
PV Evaluation
PV System Design
Lighting Design Software
Solar Energy Simulation
Solar Farm Design
Photometric Analysis
Lighting Design
Solar Design
Financial Analysis
Sustainable Energy
Management Consulting
Financial Planning
PDF Conversion
Microsoft Excel
$200 hourly
Richard W.
- 5.0/5
- (40 jobs)
I spent four years as an investor at multi-billion dollar hedge funds before launching my own startup. Prior to investing, I was a management consultant for three years and earned a law degree from Columbia and a Master's in international finance from Tufts. I also hold a B.S. in Math from Yale.

Financial Modeling
Visual Basic for Applications
Competitive Analysis
Forecasting
Business Plan
Financial Analysis
$99 hourly
Brandon R.
- 5.0/5
- (4 jobs)
MSc graduate with a comprehensive history in international trade, operations, price modeling, and account management. Possessing skill in negotiation and adapting to different markets. I spend most of my time in the creation of Pitch Decks and Scripts along with doing some brand development.

Financial Modeling
Lean Startup
Startup Pitchbook
Startup Consulting
Business Editing
Business Writing
Contract Negotiation
Presentations
Pitchbook
Financial Analysis
$100 hourly
Jack M.
- 5.0/5
- (11 jobs)
Overview Provide affordable CFO / Controller services for startups preparing to raise venture capital or other financing or are ready to create an integrated financial infrastructure that connects the entire organization and supports strategic goals. CFO Services ♦ Perform traditional CFO duties, but work remotely and on a part-time basis ♦ Work with management to build a profitable business model and set strategic goals ♦ Create Balanced Scorecards tied to strategic goals and track using KPIs and dashboards ♦ Monitor financial performance using cloud technology ♦ Offer financial guidance on company decisions ♦ Help secure liquidity and financing sources ♦ Create an enterprise risk management system to identify and mitigate threats Due Diligence Preparation ♦ Create budget / forecast models ♦ Compile financial statements including balance sheet reconciliations and variance analysis ♦ Cash management and burn-rate analysis ♦ Track key metrics ♦ Assist with technical accounting issues and tax planning Financial Systems Implementation ♦ ERP recommendations / implementation ♦ Create SOX-compliant internal control systems ♦ Develop integrated policies and procedures including Executive Management, Operations, HR and IT Other Services ♦ Cost saving ideas ♦ Foreign currency conversions ♦ Hedging strategies ♦ Collections ♦ Back-office functions

Financial Modeling
Growth Strategy
Digital Marketing
SaaS
Ecommerce
Accounting Principles & Practices
Startup Consulting
Accounting Software
Financial Reporting
Corporate Finance
Financial Statement
System Deployment
CPA
Project Accounting
Accounting
$45 hourly
Daniel M.
- 5.0/5
- (12 jobs)
Danny is an experienced professional in Financial Services (FS) with 6+ years of driving finance and technology transformations across global clients such as: Investment Banks, Commercial Banks, Mortgage Guarantors, Asset Managers, and other financial institutions. As a manager at Ernst & Young (EY), Danny has led global teams of up to 20 resources and worked directly with senior stakeholders and C-suite executives for Fortune 500 clients. Danny possesses a strong skillset in target operating model design, financial analysis, regulatory reporting, corporate strategy, risk assessments, performance benchmarking, technology implementation, data governance & controls, and regulatory compliance. Other Skillsets: 1) Executive-level Presentations and Storytelling 2) Financial Analysis & Modeling 3) Research & Data Analysis 4) Digital Wealth Investing and latest Industry Trends 5) Excel, PPT, Google Suite (Sheets, Slides)

Financial Modeling
Financial Accounting
Business Proposal
Data Analysis
Microsoft PowerPoint
Data Management
Business Management
Finance
Benchmarking
Research & Strategy
Finance & Accounting
Management Consulting
Microsoft Excel
Business Development
$45 hourly
Levan S.
- 5.0/5
- (2 jobs)
Seasoned finance professional and Duke MBA with over nine years of proven experience in Investment Banking, Private Equity, Big 4, and other financial services. I bring deep expertise in financial modeling, business valuation, and financial planning & analysis.

Financial Modeling
Tutoring
Data Analysis
GAAP
Financial Accounting
Microsoft PowerPoint
Microsoft Excel
Financial Analysis & Valuation
Financial Analysis
Discounted Cash Flow
Cash Flow Analysis
Business Valuation
Financial Management
$75 hourly
Chikodi E.
- 4.7/5
- (75 jobs)
I am passionate about creating value for clients by managing corporate strategy, finance and accounting processes, while identifying cost optimization opportunities. The full time MBA program at the University of Michigan, my investment banking experience at J.P. Morgan Chase & Co. and tax advisory experience at KPMG has enabled me gain corporate strategy, analytical finance and accounting skills that are relevant to assisting with complex strategy, accounting and finance needs I am proficient in building financial statements, developing financial models and financial forecasts / projections, conducting valuation analysis, designing pitch decks, conducting investment / equity and/or general financial research I look forward to working with you!

Financial Modeling
Investment Research
Finance & Accounting
Factset
Valuation
Financial Reporting
Company Valuation
Financial Statement
Mergers & Acquisitions
Investment Banking
Financial Analysis
Financial Accounting
Financial Report
Financial Projection
$110 hourly
Dina C.
- 5.0/5
- (53 jobs)
Hello! I have been freelancing full-time for 5+ years working with start-ups, established companies and governement agencies in successfully launching new products, services and processes. To accomplish the smooth implementation and execution, I draw on my combined skills in the areas of leadership, agile and waterfall project management, data analytics and organizational psychology and change management. I hold multiple certifications including the Certified Scrum Master (CSM), Advanced Certified Scrum Product Owner (A-CSPO) from Scrum Alliance, and a certified SAFe Product Owner / Product Manager (POPM) from Scaled Agile, Inc. and I am a member of the Project Management Institute (PMI). I am also trained in Lean and Six Sigma. This blend of agile and traditional methodologies informs my holistic approach to managing complex projects and change processes. For traditional, formal education I hold a Master of Science in Social Work from Columbia University in New York City and Executive Education from Harvard Business School which I attended in Boston, MA. These degrees provided me the opportunity to hone soft skills in leadership, communications, conflict resolution and relationship building. In addition to product management, I bring a keen understanding of design thinking and UX/UI design, ensuring a user-centric focus in every project. My career spans product development and process optimization in technology, particularly in mobile apps (iOS & Andriod), Websites, APIs & middleware solutions and cloud-based (AWS & Digital Ocean) SaaS products, CRMs and data analytics. I've led significant transformations in the healthcare and financial sectors, and in recent years, have become a trusted advisor for startups aiming to scale. I have hands on full-stack development experience as well. Finally, for financial competancies I draw on my experience as Chief Operating Officer and Chief Program Officer in New York City's non-profit, healthcare sector, during which I managed diverse projects with budgets ranging from $2 million to $36 million and developed financial projections and forecasting. I also have experience working in tech in the banking industry in New York City.

Financial Modeling
ChatGPT Prompt
Cloud Computing
DevOps
Asana
Jira
SQL
API
Data Analytics
ChatGPT
Machine Learning
Product Management
Scrum
Agile Project Management
UX & UI
$125 hourly
Brian P.
- 5.0/5
- (15 jobs)
Seasoned finance and accounting professional with nearly a decade of diverse finance experience. My services cover FP&A and finance management: - fractional cfo oversight - fundraising support - financial modeling - budgeting and forecasting - dashboards and KPI reporting - long-range planning - cash flow examinations - profitability assessments - board presentations - report writing And also the nitty-gritty accounting details: - process improvement initiatives - audit support - financial statement preparation - cash vs accrual reconciliations - bookkeeping - tax support In this uncertain macro climate, I offer added flexibility with the same quality of advice, work product, and client-first attention you would expect from a dedicated resource. Looking forward to helping you with your business & finance needs!

Financial Modeling
Corporate Finance
Financial Presentation
Financial Report
Business Writing
Financial Projection
Business Plan
Financial Analysis
Financial Planning
Financial Variance Analysis
Microsoft PowerPoint
$50 hourly
David N.
- 5.0/5
- (1 job)
I am a dynamic finance professional with over six years of experience across venture capital, private equity, and investment banking. My expertise lies in leveraging advanced financial modeling, using Python and SQL to automate processes, and driving strategic initiatives that have improved financial and operational performance for companies. Throughout my career, I have led teams on $5B+ in deal execution, delivered substantial returns, and played key roles in high-impact investments, including closing over $1.5B in buyout transactions. I excel in financial analysis, due diligence, and portfolio management, with a passion for simplifying complex topics and building automated solutions that enhance decision-making and efficiency. I thrive in fast-paced environments and enjoy driving operational improvements that lead to tangible financial growth.

Financial Modeling
Financial Analysis
Market Analysis
Risk Analysis
Financial Writing
Business Strategy
Strategic Plan
Mergers & Acquisitions
Valuation
Forecasting
$100 hourly
Alex M.
- 5.0/5
- (6 jobs)
Helping you design and develop business-quality solutions for your financial data science needs. Depending on your goals and needs, I can create anything from an end-to-end data analysis pipeline – ingesting data, cleaning it, analyzing with machine learning and displaying outputs in a web app – to a simple study looking at descriptive statistics of your data. Given my experience in the industry, I can also be a thought-partner and blend my experience with yours to decide on the best path forward. While I specialize in financial markets applications, I am definitely open to other areas as well and have worked on projects ranging from the wedding industry to veterinary sciences. I practice solid project management, transparency and consistent communication. Tech Stack - Python * Data Analysis/Statistics: numpy, pandas, scipy, sklearn, statsmodels, arch * Data Storage: json, sqlite * Visualization: matplotlib, plotly * Web Apps: streamlit * APIs: websockets, requests, asyncio, apscheduler, urllib * Misc: concurrent.futures (parallel computing), re (regular expression), geopy (geocoding) * Contributor: pyxirr (wrote baseline python code for PE metrics, which was converted to Rust) - Google Cloud Platform (GCP): BigQuery, Cloud Storage, Compute Engine, App Engine, Cloud Run - SQL - Excel/VBA - GitHub Experience - 3 years as a data analyst at the world’s largest hedge fund (Bridgewater Associates) - 4 years as a quant at a mutual fund group - 3 years in corporate finance Education - MS Computational Finance, Carnegie Mellon - MBA, Carnegie Mellon - BS Actuarial Science and Mathematics, University of Connecticut Credentials - Chartered Financial Analyst (CFA) - Coursera: * Python for Everybody – Specialization * Data Engineering, Big Data, and Machine Learning on GCP – Specialization * Managing Big Data with MySQL – Course Note that I am working through "M Squared Data Science", a single person LLC.

Financial Modeling
Google Cloud Platform
Microsoft Excel
GitHub
Financial Trading
Data Analysis
Quantitative Finance
SQL
Statistics
Python
Machine Learning
Data Science
$125 hourly
Jae A.
- 5.0/5
- (15 jobs)
Hello, I am a current private equity investor with ~10 years of experience in the financial services industry. During my downtime, I am interested in working on a couple of projects. I have had experience in large cap M&A deals, sponsor transactions, equity market transactions, and debt market transactions. Some notable clients I have worked with are Pier 1, Ligado Networks's 1st lien creditors, Krispy Kreme, and Crocs. I am happy to provide more detail on transactions if interested. I am a previous co-founder of a consumer SaaS company as well that has interviewed with Y Combinator. I am primarily interested in strategic finance, business development, presentation creation, financial modeling, or other forms of deal work but am open to other software type roles as well. Let me know how I can help you! * I will regularly update you on your project and indicate key milestones * I am clear with communication and verbalizing exactly how I finish your projects from start to finish * I am also not someone who will only half-finish a project - I will always finish a project to completion

Financial Modeling
JavaScript
College & University
Modeling
Presentations
Business Presentation
Writing
Strategic Planning
Investment Banking
Corporate Finance
Resume Screening
Investment Research
Resume Writing
Financial Planning
Venture Capital Consulting
$145 hourly
Colton S.
- 5.0/5
- (29 jobs)
Helping founders and new fund managers confidently navigate venture capital, fundraising strategy, and fund design – AngelList professional. I work closely with leading venture fund managers (General Partners), startup founders, and investors, helping drive successful investment partnerships across the early stage ecosystem. How I can help (for both startups and Fund managers): - Clarify how VC works behind the scenes. - Advise on how to structure a venture fund - Advise on how to approach a fundraise. - Discuss current trends in VC and the broader startup landscape. - Share best practices for working with GPs, LPs, and institutional investors. - Provide potential introductions to investors if strong alignment exists. For startups: - Strategic advice on positioning your business to investors - Review and provide strategic feedback on your fundraising strategy and positioning. My services are largely focused on phone consultations and strategic discussions. Currently, I don't have time to create pitch decks or build financial models. Example Project Listings: - 30-Minute VC Landscape Advisory Call - Fundraising Strategy Session for Startup Founders - Understanding How Venture Capital Funds Are Structured If you're looking for clear insights into the venture landscape or guidance on navigating your next raise, let's connect for an initial conversation to ensure it's a good fit! Education: The University of Chicago - BA in economics - BA in philosophy

Financial Modeling
Financial Analysis
Forecasting
Business Plan
Market Analysis
Financial Analysis & Valuation
Business Planning & Strategy
Growth Strategy
Venture Capital Consulting
Storytelling
Investor Overview
Venture Capital
Visual Communication
Pitch Deck
Presentation Design
$150 hourly
Italo M.
- 5.0/5
- (41 jobs)
I'm passionate about building easy-to-use, detailed financial models for startups, small & medium-sized businesses, and real estate ventures. As a seasoned Finance executive with 10 years of Wall Street experience, I've managed ~4 billion USD in trading execution in Derivatives markets, as well as generated $10mm USD in profit as a Currency Options trader at Merrill Lynch. I've gained depth in my practical expertise through the Chartered Financial Analyst program - adding Corporate Finance, Real Estate and Venture Capital to my skillset. If you're starting out - I'll build a roadmap to success so you'll know where you stand when it comes to your business' finances. If you've been around for some time - we'll optimize the use of your resources and capital structure (de-complicating complex concepts at every step) to get your business to the next level. If you're ready to exit - we'll assess your business as a whole, give you a concrete valuation and be on your corner as you transition through the M&A process. My goal is to boil down financial concepts that may be challenging at first (I promise you, they're actually not), and communicate in a way where I'm not just sending you a spreadsheet, but a dynamic document that you'll understand and incorporate into the day-to-day of your business. Feel free to send me a message, always happy to help in whatever way I can!

Financial Modeling
Real Estate Financial Model
Venture Capital
Financial Trading
Investment Banking
Dashboard
Mergers & Acquisitions
Derivatives Trading
Financial Model
Content Writing
Financial Analysis
Valuation
$120 hourly
Christian R.
- 5.0/5
- (12 jobs)
Christian Reina is the Founder and Managing Partner of Reina Property Group (RPG), a real estate investment consulting firm specializing in institutional-grade underwriting and capital markets advisory. He brings a track record of advising sponsors, developers, and investment firms across over $1 billion in commercial and residential real estate transactions. Prior to founding RPG, Christian held roles in real estate investment banking and distressed debt private equity, where he developed a deep understanding of deal structuring, capital markets, and complex asset repositioning strategies. His background spans acquisitions, development, and special situations across multifamily, hospitality, self-storage, mixed-use, and specialty assets. At RPG, Christian leads engagements that blend technical rigor with strategic insight—supporting clients in the creation of robust financial models, investor presentations, and capital raise materials. Whether underwriting value-add acquisitions or navigating development capital stacks, RPG’s work is built to withstand institutional scrutiny and reflect real-time market dynamics.

Financial Modeling
Real Estate Acquisition
Investment Banking
Investment Preparation
Pitchbook
Pitch Deck
Presentation Design
Real Estate Investment Assistance
Real Estate Financial Modeling
Real Estate Financial Model
Private Equity
Investment Strategy
Financial Analysis
$75 hourly
Michael W.
- 5.0/5
- (33 jobs)
Hi! Navigating the ever-evolving landscape of finance is my forte. With a track record of success at Wagmi Ventures, Morgan Stanley, and Alliant Insurance, I bring a unique blend of experience and ingenuity to the table. Recent Career highlights: - Successfully assisted in rasing multi-billion dollar funds - Currently advising multiple startup companies - Led Investments in many startup ventures - Critical component of a world-leading team that placed $40 billion of M&A insurance in 2023 - Advised over 150 M&A transactions ranging from $50 million to over $6 billion in deal value across all industries I specialize in the following: - Fundraising - Venture Captial - Equity analysis/investing - Investor pitch decks - Working with startup companies - Business plans and strategy - Financial modeling - Mergers & Acquisitions - Investing I'm passionate about leveraging my skills and experience to drive success in the financial realm. Let's connect and explore how we can work together! Warm regards, Michael Wilke 412-667-0954 Michaelwilke8@gmail.com

Financial Modeling
Private Equity
Market Research
Equity Research & Analysis
Startup Consulting
Venture Capital
Google Workspace
Investment Research
Analytical Presentation
Investment Strategy
Financial Projection
Microsoft Office
Business Plan
Finance & Accounting
Mergers & Acquisitions
$50 hourly
Alexander D.
- 5.0/5
- (1 job)
Current Equity Research Analyst covering Softlines with 8 years of experience in financial services and a CFA charterholder. In depth knowledge of both fundamental equity analysis and the ETF investing industry.

Financial Modeling
Microsoft Excel
PPTX
Economics
Capital Markets
Visual Basic for Applications
Investment Research
$50 hourly
Patrick A.
- 5.0/5
- (11 jobs)
Thanks to my extensive experience on Wall Street and deep knowledge of the financial world, I've taken the initiative to launch and expand my own highly successful financial firm. Our impressive track record of rapid growth speaks for itself, and we're proud to have helped countless small and established businesses achieve their full potential. Our secret to success? A team of hard-working, intelligent professionals who are dedicated to taking your business to the next level. With hundreds of satisfied clients under our belt, we've got the formula for success down pat. Don't settle for mediocrity - trust the experts at our firm to help you achieve your goals and reach new heights of success. Contact us today to learn more about our services and how we can help your business thrive

Financial Modeling
Tax Refund Submission
Bookkeeping
Operations Management Software
Business
Business Development
Light Bookkeeping
Wave Accounting
Investment Research
Accounting Basics
Account Management
Finance & Accounting
QuickBooks Online
Financial Consulting
Intuit QuickBooks
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