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$275 hourly
Jason V.
- 4.9/5
- (477 jobs)
I am a highly specialized professional in custom financial modeling, leveraging the power of Excel and Google Sheets to deliver exceptional results. With over a decade of experience in financial planning and analysis, I have successfully catered to the needs of both large corporations and small businesses. My expertise lies in two prominent sectors: Software-as-a-Service (SaaS) and Real Estate. Throughout the past eight years, I have honed my skills in these industries, developing cutting-edge techniques such as cohort modeling to provide highly effective solutions. In the realm of real estate, I excel at constructing pro forma forecasting templates that encompass a wide range of joint venture waterfall structures. These include intricate elements such as IRR hurdles, general preferred return, preferred equity, and unique contractual agreements. I love all things CRE modeling. Within the SaaS domain, I specialize in crafting comprehensive 3-, 5-, and 10-year forecasting models. These models incorporate meticulous bottom-up assumptions to analyze subscription pricing strategies, contract lengths, retention rates, fixed and variable costs, CAC/LTV (Customer Acquisition Cost/Lifetime Value) outputs, and integrated 3-statement financial models. Regardless of the industry, I am eager to tackle any financial modeling assignment. My experience spans diverse sectors, encompassing everything from car washes and laundromats to product-as-a-service systems, construction companies, and everything in between. I work weekends and all hours.

Financial Modeling
Underwriting
Accounting
Financial Analysis
Financial Planning
Financial Analysis & Valuation
Business Planning & Strategy
Financial Projection
Pro Forma Statement
Joint Venture
SaaS
Google Sheets Automation
Real Estate
Real Estate Financial Modeling
Microsoft Excel
$120 hourly
Blake G.
- 5.0/5
- (41 jobs)
Extremely proficient with excel, data mining, modeling, automation, VBA and SQL. Creating templates or automating reoccurring actions. Strong ability to problem solve and troubleshoot.

Financial Modeling
Visual Basic for Applications
Data Analysis
Data Segmentation
Power Query
Analytics
Microsoft Excel PowerPivot
Data Mining
Microsoft Excel
$165 hourly
Colin S.
- 5.0/5
- (1 job)
Self-directed and motivated Fractional CFO / Controller & business consultant with deep experience providing a range of management consulting, accounting advisory and public accounting services to companies at every life-cycle stage, from sole-proprietors and startups to best-in-class Fortune-50 companies. I have a wide range of experience across a number of topics and specialty areas, including: Financial accounting and reporting (US GAAP and IFRS), financial modeling and forecasting, financial planning & analysis (FP&A), financial dashboarding, process improvement and optimization, and more. I'm in close contact with a number of accomplished freelance advisors in finance, accounting, legal, and HR that can plug in on an as-needed basis to support various aspects of your business' growth and development. **What I Do** Fractional / Part-Time CFO & Controller services, tailored to your business' size and needs. Here are some ways I can help: • Assess and set your company's accounting foundation: ○ Current-state assessment of your finance and accounting function, identifying areas for improvement ○ Accounting system setup and optimization ○ Chart of accounts design and optimization ○ Establish and/or optimize your monthly / quarterly / annual close process and procedures ○ Assist with hiring and oversight of employees and vendors ○ Accounting policy development and documentation ○ Internal control assessments and implementations ○ Scope, plan, review and implement new accounting standards, including ASC 606 - Revenue Recognition and ASC 840 - Leases ○ Oversee and manage your 3rd-party service providers and/or external audit • Establish and oversee a strategic financial planning and review process: ○ KPI development, tracking and reporting ○ Financial and KPI dashboarding ○ Cash-flow modeling and forecasting ○ Optimize Cash-flow and Working Capital ○ Develop and maintain annual operating budget ○ Review budget vs. actual and track against business strategy and goals • Assist with investor relations, fundraising and reporting ○ Investor reporting deck preparation and/or review ○ Financial reporting in accordance with GAAP and, if applicable, SEC reporting standards ○ Fundraising support **What I Don't Do (but can oversee and manage for you)** • Day-to-day bookkeeping and accounting • AR collections / AP processing / Payroll administration • Third-party financial statement audits, reviews or compilation services • Prepare tax returns and business filings **My Credentials** • Former Big-4 Senior Manager with 16+ years of experience in management consulting, accounting advisory and public accounting • Deep experience in a range of industries and company life cycle stages, ranging from early startups to Fortune 50 companies • Active CPA license in the State of Ohio (license #48315)

Financial Modeling
Financial Statements Preparation
SaaS
Valuation
Business Valuation
Executive Coaching
Company Valuation
Accounting Basics
Research Methods
Financial Accounting
Financial Audit
GAAP
Technical Accounting
$70 hourly
Grace M.
- 5.0/5
- (41 jobs)
Previously Senior Valuations Consultant at a top commercial real estate valuations firm; I have expert-level experience with Argus Enterprise, Excel, financial modeling and projections, and real estate underwriting and valuations. I also have an intense passion for spreadsheets and automation, and am a Google Sheets expert.

Financial Modeling
Expert
Business
Financial Analysis & Valuation
Excel Formula
Real Estate Financial Modeling
Real Estate Appraisal
Argus
Valuation
Microsoft Excel
$200 hourly
Mike A.
- 5.0/5
- (42 jobs)
* Quickbooks & Accounting Cleanup Expert * CFO, Advisor, Consultant * Bookkeeping and Accounting Systems * Quickbooks Certified ProAdvisor * Xero Certified Partner * Financial Modeling * Business Plans & Pitch Decks From starting and selling my own business, leading companies through startup, growth and turnaround stages, I've learned how to help entrepreneurs focus their efforts on the fundamentals that will allow their businesses to thrive. I only apply to jobs that I'm highly qualified for. I have over a decade of experience working in the SaaS, e-commerce and retail spaces with company sizes ranging from startups to Fortune 500.

Financial Modeling
Business Operations
Business Management
Xero
Business Plan
Intuit QuickBooks
Bookkeeping
$135 hourly
Dan H.
- 5.0/5
- (18 jobs)
You are trying to get your business to the next level, but without accountability and knowing your financial picture, the growth will be painful, and you will still do most of the work. Do you think that if you grow by 30% more than the prior year, you will be 30% better off? You might end up down 10% if someone isn’t watching the cash to make sure that the expenses required to fund that growth is covered by the increase in cash received, not just revenues. Many business owners think that all they need is some financial help, but the problem can often run deeper. Along with the skills to explain your financial statements to you, identify areas to improve efficiency, reduce costs, my background shows an ability to keep people on task and accountable. Finance consulting is an important function for every organization and includes weekly updates of metrics, financials and business processes. A management consultant who understands finance goes beyond the daily accounting needs to work as a partner to add its experience to all decisions — because all decisions have a financial element. The value of working with an experienced President/CEO, CFO and consultant is measured in dollars and peace of mind. The goal is to bring more clarity to your business, working with you to paint a clear picture of the future and hold people accountable for working toward the vision. Along the way, having someone ensuring that your decisions make financial sense also brings peace of mind — clarity. You should use me as the one to help implement the ideas, but the implementation is best when it is done in collaboration; guiding your employees to develop the standards to hold themselves accountable. Running a business is squishy because it's all about people. A conversation about your business will save both of us a lot of time. A phone call doesn't cost you anything; message me to set a time. Ready to help you move forward, Dan Hackett P.S. Hourly rates do not often make sense because helping a business is not task-oriented. Let's set a fixed fee to give you the certainty that you are getting value. Turn it off at any time.

Financial Modeling
Corporate Strategy
Pro Forma Statement
Management Skills
Business Coaching
Management Consulting
$125 hourly
Les B.
- 5.0/5
- (11 jobs)
Highly experienced professional with twenty years of executive, operational and investment experience from startups to Fortune 100 companies. My skill set is widely varied and deep including; complex financial and investment analysis, decision making under uncertainty, full stack mobile app development, investment and portfolio management and startup management and fundraising. Whether it's high level strategic projects or helping you launch your first mobile app, my unique set of skills and experiences will add value to your project or endeavor.

Financial Modeling
Startup Consulting
Executive Coaching
Fundraising
Investment Research
Research & Strategy
IT Consultation
Strategic Plan
$90 hourly
Samantha G.
- 5.0/5
- (13 jobs)
Need help with budgeting, forecasting, and strategic financial planning? I’ve helped dozens of clients optimize their financial operations, reduce inefficiencies, and increase their revenue. I am a licensed attorney and CPA. My goal is to provide you with accurate and up-to-date financial data, and offer legal and financial insights, to guide you to make the best decisions for your company. I have extensive experience with budgeting, forecasting, bookkeeping, financial modeling, and analysis. For the last 2 years, I worked as a Project Manager for a tax SaaS company, providing legal and financial review and research, tax consulting, project management, and product building. I worked in corporate finance before going full time in my business. I was an equity research analyst, investment banker, and the lead FP&A analyst for the CFO of a publicly traded corporation. I also have experience doing corporate law and corporate treasury work, including compliance, investor relations, and negotiating financial instruments. Clients... I've worked with start-ups and small - medium-sized businesses (up to $50M in revenue). I pride myself on providing excellent customer service and always delivering projects on time. (You can see in the 5-star reviews below.) If you’re looking for someone professional, enjoyable to work with, and who has the financial acumen to provide the right insights for your business, send me a message to talk further.

Financial Modeling
Company Valuation
Financial Projection
Accounting Software
Budgeting & Forecasting Software
Corporate Law
Microsoft Excel
Financial Accounting
Financial Planning
Project Management
Tax Law
Taxes
Financial Analysis
Business Plan Writing
Business Planning & Strategy
$50 hourly
Brian B.
- 3.8/5
- (1 job)
We will handle all of your Accounting and Finance needs for your business to allow you to focus on growing your company sales. Our company focuses solely on small businesses that struggle with the daily tasks of accounting, finance and bank reconciliation. You might be an expert at baking cookies, selling online, construction or coaching but may not have the experience with the daily bookkeeping tasks. This is where we come in to help. Our proprietary process of weekly reconciliation will ensure that you have the financial information that you need on a timely basis that will greatly simplify your accounting and financial statements in a way that YOU will understand them. Our process includes a monthly financial update and unlimited questions in order for you to continue to making your business profitable. The consultation is free, there are no contracts and your satisfaction is guaranteed. With over 100 satisfied customers across numerous industries and some of the lowest fees in the country, there is nothing to lose to at least try our proven process with our dedicated Accountants. We are all highly qualified, tenacious and well-accomplished financial management professionals with 20+ years’ experience in managing the full range of finance and accounting functions. Recognized for financial leadership and creating financial models for project investment analysis systems profitably and productively.

Financial Modeling
Finance & Accounting
Financial Consulting
Financial Analysis
Small Business Administration
Financial Reporting
Financial Management
QuickBooks Online
Financial Accounting
Intuit QuickBooks
Bank Reconciliation
Microsoft Excel
Financial Audit
Account Reconciliation
$50 hourly
Brennan T.
- 0.0/5
- (0 jobs)
I’m a CFP® professional with a passion for personal finance, financial responsibility, and financial efficiency. My goal is to impact lives and drive success in all areas of your life.

Financial Modeling
Personal Finance & Wealth Management
Finance
Personal Budgeting
CRM Software
Professional Tone
Excel Formula
Microsoft Excel
Financial Analysis
Financial Planning
$94 hourly
Lewis S.
- 4.2/5
- (1 job)
Experienced investment professional with background in alternative assets, specifically, private equity and real estate, across all facets of the investment process. Prior investment experience as part of investment team responsible for sourcing and underwriting investments, preparing and presenting investment recommendations to both investment committee and institutional sponsors, and asset management, including achievement of operating and strategic initiatives during holding period as well as disposition (sale) of investments at end of holding period. Additional experience in capital raising and new business development (i.e., developing new investment platforms/funds). CFA Charterholder (2018).

Financial Modeling
Financial Analysis & Valuation
Microsoft Excel
Hospitality
Private Equity
Investment Banking
Economics
Investment Strategy
Healthcare
Chartered Financial Analyst
Underwriting
Investment Research
Due Diligence
Mergers & Acquisitions
Real Estate
$68 hourly
Evan B.
- 0.0/5
- (1 job)
Hello Future Client! I’m looking forward to contributing to your organization. My background in investment banking, private equity, and corporate finance makes me uniquely suited to assist your organization with whatever analysis is required. I’m quick, accurate, and a good communicator. Please consider my candidacy.

Financial Modeling
Financial Analysis
Aviation
Budget Proposal
Modeling
Financial Statement
Management Accounting
Accounting Basics
Financial Model
Mathematical Optimization
Economics
Discounted Cash Flow
Cash Flow Analysis
Financial Report
Accounting
$125 hourly
Michael G.
- 0.0/5
- (2 jobs)
Strategic minded finance leader with over 25 years of FP&A and Accounting experience in manufacturing and services industries. Strength at global teambuilding, initiating change, process improvement, and solving issues to help drive profitability improvement and revenue growth. Core Competencies: Business Partnership: * Profit Improvement & Cost Savings Initiatives * Pricing & Mix Management Strategy * Cash Flow Forecasting * Working Capital Management * Financial Analysis & Modeling * Forming Cross Functional Partnerships Strategic Leadership:: * Multi-Year Strategic Planning * Budgeting Process Ownership * Forecast Process Ownership * Forecast & P&L Accountability * FP&A Team Creation & Development * Hiring & Developing High Performing Teams Process Engineering: * M&A Integrations (Large & Small) * Greenfield and Start-up Operations * ERP, Payroll, and Data Analytic system implementations * Global Finance Policy and Procedures

Financial Modeling
Sales Analytics
Financial Reporting
Financial Management
Financial Analysis & Valuation
Finance & Accounting
Strategic Planning
Forecasting
Cash Flow Modeling
$75 hourly
Robert W.
- 0.0/5
- (0 jobs)
I am a finance and accounting professional with 35 years of experience in companies ranging from small privately-held concerns to global corporations. I specialize in organizing and establishing financial reporting systems, including general ledger and tax reporting. I have extensive experience in a range of financial projects including major mergers and acquisitions, litigation support, and project investment analysis. I am a doctoral candidate completing my degree in the Fall of 2025, but also work for a private CPA firm performing tax and financial planning work for a wide variety of clients. Quickbooks and Excel expert, and specialize in training staff on the use of these programs.

Financial Modeling
Sales Tax
Taxes
Tax Planning & Advisory
Managerial Finance
Finance & Accounting
Financial Analysis & Valuation
Intuit QuickBooks
General Ledger
Financial Reporting
Management Consulting
Financial Planning
Bookkeeping
Accounting
QuickBooks Online
$50 hourly
Josh S.
- 0.0/5
- (0 jobs)
With 8 years of experience spanning Investment Banking, Corporate Development, and Financial Planning & Analysis (FP&A), I specialize in helping small to mid-sized companies build and optimize their FP&A functions. My expertise lies in financial modeling, budgeting, forecasting, KPI development, and process improvement—all tailored to support data-driven business decisions and drive growth. How I Can Help Your Business: ✅ FP&A Function Buildout – Establishing scalable financial processes and reporting structures ✅ Budgeting, Forecasting & Variance Analysis – Improving financial planning and decision-making ✅ KPI Development & Tracking – Identifying key performance drivers for better business insights ✅ Financial Modeling & M&A Support – Creating robust models for strategic decision-making ✅ Process Optimization – Streamlining reporting, accounting, and financial workflows Technical Skills: 📊 Tools & Software: Excel, PowerPoint, Word, Power BI, NetSuite, QuickBooks, Microsoft Dynamics, Salesforce 📈 Financial Modeling & Analysis: Budgeting, forecasting, valuation, M&A modeling 📝 Reporting & Communication: Executive presentations, investor reporting, and strategic recommendations Holding both a Bachelor’s and Master’s degree in Finance, I bring a strong quantitative and analytical background to every project. As a self-starter with excellent interpersonal and problem-solving skills, I thrive in high-growth, fast-paced environments, and I’m comfortable working directly with senior executives to drive meaningful financial insights. Let’s connect to discuss how I can add value to your business!

Financial Modeling
Oracle NetSuite
QuickBooks Online
Process Improvement
Problem Solving
Critical Thinking Skills
Partnership & Collaborations Outreach
Microsoft PowerPoint
Microsoft Excel
Strategic Planning
Scenario Planning
KPI Metric Development
Financial Variance Analysis
Appforfinance Financial Statement Analysis
Forecasting
$80 hourly
Evan B.
- 0.0/5
- (0 jobs)
I'm a Certified Management Accountant with 12 years of accounting and finance experience with public and private companies. I have always been passionate about helping business management and owners understand financial reports and make sound financial decisions. I can help with the following: -Bookkeeping -Monthly Account Reconciliations -Monthly Financial Reporting -Fractional CFO/Advisory -Financial Project Services -Tax Planning/Preparation

Financial Modeling
Microsoft PowerPoint
Microsoft Excel
SAP Business Warehouse
SAP Business Planning & Consolidation
SAP
QuickBooks Online
Journal Entries
Month-End Close Assistance
Account Reconciliation
Tax Planning & Advisory
Management Accounting
Financial Analysis
Bookkeeping
Accounting
$50 hourly
Deng B.
- 0.0/5
- (0 jobs)
Bio I am a Quantitative Finance & Investment Analyst with a strong foundation in economics and financial markets. With a focus on data-driven decision-making, I specialize in quantitative trading strategies, financial modeling, and investment analysis. I have hands-on experience in corporate finance, risk management, and international trade, applying my skills to real-world scenarios and helping clients achieve financial growth. My background also includes studying macroeconomics and microeconomics, providing me with a holistic understanding of global markets. What I Do Best: Quantitative Trading & Investment Strategy Financial Modeling & Risk Management Economic Analysis & Market Research International Trade & Global Market Strategies I combine interdisciplinary knowledge in economics, business, and finance to develop tailored solutions that drive success. Whether you’re looking to optimize your investment portfolio or analyze market trends, I bring practical expertise and data-driven insights to every project. Let’s work together to achieve your financial and business goals!

Financial Modeling
Research & Development
Economic Analysis
Management Consulting
Business Strategy
Investment Strategy
Data Analysis
Market Research
Quantitative Analysis
Wealth Management
Corporate Finance
Risk Analysis
Portfolio Management
Equity Research & Analysis
Financial Analysis
$85 hourly
Ryan H.
- 0.0/5
- (0 jobs)
Ryan more than a decade of real estate development experience backing the financial modeling services offered here. You will find him highly responsive and attentive to your needs.

Financial Modeling
Real Estate Appraisal
Feasibility Study
Financial Projection
Microsoft Excel
Financial Analysis
Market Analysis
Report Writing
$100 hourly
Emily G.
- 0.0/5
- (0 jobs)
A results-driven financial analyst with extensive experience supporting retail, supply chain, and manufacturing companies. Skilled in financial modeling, budgeting, forecasting, and data analysis, with a strong track record of driving informed decision-making and improving business performance. Adept at identifying cost-saving opportunities, optimizing operational efficiency, and providing actionable insights to senior management. Proven ability to analyze financial trends, manage financial reporting, and enhance profitability through strategic planning and resource allocation. Highly proficient in financial software and tools, with a deep understanding of industry-specific financial challenges and solutions.

Financial Modeling
Finance
Corporate Finance
Financial Reporting
Financial Analysis
Microsoft Excel
Excel Formula
$30 hourly
Dustin H.
- 0.0/5
- (0 jobs)
Driven prospective financial analyst and Masters of Science in Finance (MSF) graduate with a strong academic background and practical experience in corporate finance, combined with leadership and teamwork honed through running Division 1 cross country and track and field. Skilled in financial modeling through Excel, analysis of company financial statements, and strategic decision-making, with a proven ability to thrive in high-pressure environments. Known for exceptional discipline, work ethic, critical thinking skills, and the ability to manage multiple priorities effectively. Seeking to leverage financial expertise and a competitive, results-oriented mindset in a financial analyst role.

Financial Modeling
Coaching
Financial Analysis & Valuation
Financial Analysis
Microsoft Excel
Business Coaching
Management Consulting
Analytical Presentation
Financial Planning
$70 hourly
Nii Narku N.
- 0.0/5
- (0 jobs)
I am a passionate and highly enthusiastic professional in business, finance, and economics. I am energetic, detail-oriented, dependable, and have a strong work ethic. I have a well-developed strength in working with and through other people, troubleshooting practical problems, and generating innovative solutions. I am flexible and adaptable and desire to gain more practical experience in any capacity that meets industry standards. I have primarily worked in business, financial, health, and data analytics and research. My skills extend to AI data training, annotation, re-annotation, and modeling. I am also a trained researcher with years of experience using big data to identify trends for influential management decision-making trends. I am skilled in data collection, management, manipulation, and statistical modeling for qualitative and quantitative research. I am proficient in using SPSS, Stata, R, Excel, SQL, and Access for data modeling. I am looking for a challenging career that will allow me to use my skills and expertise. I am interested in a role that applies AI and data analytics to optimize and streamline business processes, drive economic growth and development, and improve people's well-being through better healthcare outcomes. I'm eager to join a team that fosters creativity, collaboration, and continuous learning. I aim to leverage my experience in financial modeling, business strategies, and data analysis to propel AI-powered solutions in my future position. I am excited about the chance to collaborate on creating improved goods and services while using cutting-edge technologies. In addition, I'm searching for a culture that values professional development, offers opportunities for leadership development, and promotes an inclusive and cooperative workplace. Ultimately, I want to work for a company where I can use my knowledge and skills to improve and make the world a better place.

Financial Modeling
Critical Path Analysis
User Stories
Use Case
Root Cause Analysis
AI Data Analytics
Data Analytics & Visualization Software
Statistical Analysis
Data Modeling
Microsoft Power BI
Tableau
Econometrics
SQL
R
IBM SPSS
$17 hourly
Derek S.
- 0.0/5
- (0 jobs)
5 years of research paper experience, I have also created websites as well published several books on Amazon under my own name. I currently work as a data scientist, so I can build anything from quantitative models to Python powered calculators and user applications. Ghostwriting is a great hobby of mine, please contact for any projects you need done the right way. Cryptocurrency is also a major passion of mine, I am available for any and all in this field. I also have a background in real estate mortgage and psychology, so I can wear many different hats for the same client.

Financial Modeling
Bot Development
Python
Copywriting
Cryptocurrency
Content Writing
Creative Writing
Ghostwriting
$30 hourly
Grant L.
- 0.0/5
- (0 jobs)
I am a finance student at Miami University, currently a freshman with sophomore credit status. With years of self-education in finance, I am focused on building a full-scale financial model and gaining practical experience in the field. I am seeking finance-related job opportunities that provide hands-on experience without requiring a degree, allowing me to apply my knowledge in a professional setting. My goal is to develop a strong foundation in finance and investment strategies while balancing academic and professional growth.

Financial Modeling
Accounting Basics
Financial Analysis
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