Hire the Best Financial Modelers in New York

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!

I’ve spent the last 10 years working for one of the largest banks on Wall Street, logging tens of thousands of hours crunching numbers, building financial models and forecasts, pouring over financial statements, crafting pitch decks and presenting them to C-Suite level execs. If you're in search of a fractional CFO or financial analyst, you'll be in expert hands. Let's work together so I can handle the boring stuff, and you can focus on the parts of your business you love most! ⚡️Here's how you'll benefit by choosing to work with me: 🏆 Elite Talent: Over the past decade, I’ve honed my skills on Wall Street at one of the world’s largest banks, earned a top-10 MBA, earned the Chartered Financial Analyst (CFA) designation, and spent thousands and thousands of hours mastering the labor-intensive work, so you won’t have to! 🏆 Exceptional Results: You can expect exceptional results, from an award-winning analyst, developed by my background and training at a Tier 1 investment bank 🥇 High-Quality Deliverables: With over 10 years of experience delivering hundreds of projects to C-suite level execs, I know what’s required to consistently deliver high-quality results that always exceed client expectations 🥇 Availability and Responsiveness: Highly accessible and provide rapid responses to address your questions immediately Services Offered / Areas of Expertise: ▪️Fractional CFO, Financial Markets Pro 📈 ▪️Financial Modeling, Excel/VBA/PowerBI 💻 ▪️Analytics, Dashboards, KPIs, Tableau 📊 ▪️Pitch decks, PowerPoint presentations 🧑‍💻 ▪️Startups/VC, Unicorns, Small business 🦄 ▪️Finance Tutoring for Undergrad/CFA 📚 Background: ▪️10+ yrs corporate finance experience 💼 ▪️8yrs on Wall St. at Tier 1 Bank 🏦 ▪️Chartered Financial Analyst (CFA) 🕵️‍♂️ ▪️MBA from NYU Stern 🎓 ▪️MS Finance from U of Michigan 🎓 Looking forward to hearing from you!

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.

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.

I am a finance professional with experience in investment banking (leveraged finance), SaaS startup financing, and health tech / financial writing. I can work on projects related to financial analysis, financial modeling, pitch deck creation, and copywriting. Financial Models I can build: - 3-Statement Model (P&L, Balance Sheet, Cash Flow) - SaaS / Start-up Forecasting Models (w/ key metrics like ARR, LTV, CAC etc.) - Discounted Cash Flow (DCF) Valuation Model - Leveraged Buyout (LBO) Model Written Products I can create: - Pitch Decks - Slide Deck for Fundraising Rounds / Company Introductions - White Papers in the Health Tech or Finance Space Very experienced in working with businesses operating in the following industries: Saas (B2B, B2C, B2G), E-Commerce, Data Center, Tech, Startups, Healthcare, and Consumer Goods.

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.