Hire the Best Financial Modelers in New York

I like to hustle, I learn quick, and I'm here to help you get the job done quickly and efficiently. I currently work as a distressed credit research analyst primarily focused on special situations and distressed or restructuring companies. Previously, I spent 8 years at Moody's in New York City in both the Corporate Finance Group covering oil & gas companies (5+ years), and the Financial Institutions Group covering global systemically important banks (2 years). The skills I've learned on Wall Street make me the perfect person to help you build financials models, raise money from investors, or understand your business. My competencies are: ▸building comprehensive 3-statement financial models ▸DCF and valuation modeling ▸utilizing excel for data analysis ▸creating pitch decks using PowerPoint ▸operating in a fast-paced environment with tight deadlines.

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.

I have 10+ years of experience in private equity / investment banking, corporate finance and strategy. I worked at Goldman Sachs, Bain Capital, and Toast. MBA from Harvard Business School and undergraduate finance degree from Cornell. Currently Director of Finance at a PE-backed B2B SaaS company with $25M of ARR. Skilled in financial planning & analysis, budgeting / forecasting, financial modelling, strategy, fundraising. Expert user of Excel, GSheets, Netsuite, Salesforce, Pivot. I'm new to Upwork so there is no review / feedback yet, but I have done many similar freelance projects before. Understanding your needs and delivering high quality work on time is very important to me.

Hi, I'm Michael, a financial analyst with a robust background in project management and a mission to provide comprehensive finance solutions. Operating as a financial lead at my startup, Ramsay Agriculture, has equipped me with valuable insights into managing a wide range of finance-related responsibilities, including conducting thorough valuation reports, overseeing budgets, generating accurate P&Ls, and performing bank reconciliations. My experience also includes managing teams, hiring new talent, and creating financial systems within the business, ultimately leading to securing Series A funding. Prior to my startup experience, I worked with Northwestern Mutual, where I developed tailored financial plans and built strong client relationships. I also gained hands-on experience in public accounting with The Bonadio Group, a top-50 firm in New York, where I honed my skills in financial reporting and compliance. Additionally, my time in property management with Asset Living allowed me to sharpen my operational and client management skills. I am passionate about leveraging my diverse background to help clients achieve their financial goals. Feel free to check out my resume for more details on my professional journey!

Raised over $25M in venture capital, grown teams from 2 to 50 people, and grown revenue from thousands to $20M a year. Recently helped sell Paperspace to Digital Ocean for $111M. CFO level experience in finance, operations and management at growing startups with investment banking, financial services, private equity, and fundraising experience. Driven, detail-oriented, and open-minded.