Hire the best Financial Modelers in Ontario
Check out Financial Modelers in Ontario with the skills you need for your next job.
- $75 hourly
- 5.0/5
- (42 jobs)
As an experienced Investment Analyst with a robust background in financial markets, I specialize in conducting comprehensive financial analyses, performing detailed business valuations, and developing compelling pitch decks. My expertise extends to financial modeling and crafting insightful research reports. I have written extensively on investment opportunities in the U.S. stock market, with my work featured on leading websites like InvestorPlace and Seeking Alpha. I am proficient with platforms like Capital IQ and Bloomberg and can provide quality insights utilizing my access and proficiency with various financial databases.Financial ModelingNewsletter WritingEquity ResearchMicrosoft ExcelFinancial ProjectionFinancial AnalysisValuationInvestment StrategyInvestment ResearchWritingReport WritingBlog WritingContent WritingArticle WritingFinancial Writing - $130 hourly
- 5.0/5
- (7 jobs)
A Real Estate Finance professional with 7+ years in international Real Estate markets. I have extensive experience in valuations, acquisitions, and developments, having underwritten multimillion dollar projects from Multi-Family Properties, Flagship Malls, Grade-A Offices, to Specialized Life Science buildings. Currently I am the lead analyst overseeing all development & acquisition deals for a publicly traded REIT in Canada. My core competencies are acquisitions & dispositions, financial modeling & valuation (Excel + ARGUS Enterprise), and market research. My goal is to equip my clients with the financial tools and foresight to make that investment vision a realityFinancial ModelingRisk AnalysisReal Estate Investment AssistanceInvestment StrategyReal Estate Transaction StandardReal Estate Financial ModelReal Estate AppraisalReal Estate AcquisitionReal Estate Financial Modeling - $50 hourly
- 5.0/5
- (5 jobs)
Hi! I'm a financial analyst with experience in financial modeling, forecasting, content writing, and financial presentations. I'm result-oriented, committed, enthusiastic and driven about my work. Whatever your needs are in the area of finance, let's chat. * Modeling Experience: 3 statement financial models, DCFs, Trading/Transaction Comps * Content Writing Experience: Research Reports, Blog Posts, PowerPoint presentations, Pitch Decks * Product Knowledge: Stocks, Bonds, Options, Derivatives, Crypto, Tech, Startups * 5 years of Banking & Capital Markets experience My finance expertise spans capital markets and the venture funding space.Financial ModelingPitchbookFinance & AccountingBusiness IntelligenceForecastingFinancial ProjectionPPTXPresentationsFinancial ReportMicrosoft ExcelFinancial AnalysisFinancial Writing - $140 hourly
- 5.0/5
- (26 jobs)
Background I've spent +5 years in private equity and was head of finance and operations for a +$100M Silicon Valley startup. Pairing my finance background with early-stage operational experience enables me to provide clients with comprehensive guidance across various domains. Track Record To date, I have helped +25 companies, in aggregate worth +$375M, with raising early-stage capital and/or developing their financial infrastructure. I am always more than happy to have a conversation so please don’t hesitate to reach out. Best, DavidFinancial ModelingReal Estate Financial ModelReal Estate Financial ModelingFinancial ModelFinTechFinTech ConsultingFinanceFinance & AccountingFinancial ConsultingStartup CompanyForecastingReal Estate AcquisitionStartup ConsultingMicrosoft ExcelStartup PitchbookFinancial Analysis - $97 hourly
- 5.0/5
- (39 jobs)
🌟FINANCIAL CLARITY 🌟 SUSTAINABLE GROWTH 🌟 OPERATIONAL EFFICIENCY 🌟M&A DUE DILIGENCE 🌟 FUNDRAISING🌟HIGHLY RECOMMENDED A+++ 🏆 I am a result-driven fractional CFO with significant financial and operational experience across multiple industries. My experience as CFO covers companies from $1MM to $60MM in annual revenue in various stages of their life cycle. Here's how I can assist you 👇 ✅ Strategically allocate resources to maximize GROWTH and PROFITABILITY. ✅ Boost your REVENUE and CASH FLOW cycles. ✅ Develop FINANCIAL INFRASTRUCTURE and PROCESSES (SOPs) to streamline daily operations. ✅ Craft a customized FINANCIAL PLAN that provides clear insights into business performance over the next 12-36 months. ✅ Provide METRICS (KPIs) to identify opportunities and issues in partnership with your leadership team. ✅ Construct a dynamic FINANCIAL MODEL to simplify your forecasting and planning, turning numbers into actionable insights. ✅ IDENTIFY potential COSTLY MISTAKES and guide you in avoiding them. ✅ FUNDRAISE, secure FINANCING, and expertly negotiate BUSINESS LOANS. ✅ Elevate your COMPANY’S VALUE to ATTRACT investors and buyers eager to pay larger multiples for your business. ✅ Offer EXIT PLANNING and management services to ensure a strong LONG-TERM STRATEGY. ✅ Attract, develop, and empower fresh talent for your FINANCE TEAM! Ready to take your business to the next level? Let's connect and discuss how I can support you in reaching your financial goals!Financial ModelingCorporate FinanceFinancial ManagementFinancial ProjectionManagement AccountingForecastingGAAPFinancial ConsultingBusiness Planning & StrategyCash Flow ModelingFinancial Analysis & ValuationStrategic PlanningStrategyFinancial Statements PreparationKPI Metric Development - $120 hourly
- 5.0/5
- (10 jobs)
I can draw on my experience as both a Fractional CFO and as someone who has founded and continues to lead their own eCommerce business to build comprehensive financial strategies that will drive your company forward. I can get up to speed quickly with your business and bring a structured approach to help you navigate its most pressing strategic and financial questions, and I aim to deliver strategic counsel that is also practical and actionable in your day-to-day operations. Areas that our team can help with: Forecasting, budgeting, and business planning Profitability driver analysis, and cost reduction Organizational design (operating model, role definitions, talent assessment) Working capital optimization New opportunity sizing and assessment Product assortment analysis and optimization Supply chain review Investor relations and external financial reporting Capital structure planning and raising debt financing Acquisitions, divestures, post-merger integration Industries that our current clients operate in include: eCommerce SAAS VC-funded Tech Hospitality Food & Beverage CPG Building Materials Distribution We have a highly-skilled team of financial analysts and modellers supporting our analyses and deliverables, which allows us to provide top-quality output at competitive rates. Please don't hesitate to reach out for a quote on your project. Look forward to connecting!Financial ModelingCash Flow ModelingManagement ConsultingBusiness StrategyStrategyStrategic PlanningBusiness OperationsFinancial AnalysisOperational PlanningOrganizational Design & EffectivenessBusiness Plan - $80 hourly
- 5.0/5
- (19 jobs)
🌟 "Leading a team of Excel powerhouses, I bring the pinnacle of financial acumen and unmatched Excel mastery directly to your projects." 🌟 Hello! I'm a seasoned Finance Professional with a rich background in high-stakes environments, including a senior role at a top tier Private Equity firm and as an Investment Banking Associate at a major bank. With a proven track record of excellence, I am in the elite top 1% of Excel users globally. What sets me apart: * Excel Mastery: Not only do I create advanced financial models, but I also design solutions that streamline processes, enhance analytics, and drive efficiency. From intricate formulas to dynamic reports, I transform complex data into actionable insights. * Financial Expertise: My extensive experience in private equity and investment banking allows me to offer expert services in personal finance, portfolio management, and financial analysis. I am adept at turning financial chaos into structured, profitable strategies. * Project Leadership: As the leader of a team of highly skilled Excel users, I've successfully managed projects that demand precision, innovation, and strategic acumen. My hands-on approach ensures that every project is executed with the highest standards of excellence and accuracy. * Client-Centric Approach: With numerous freelance projects under my belt, I understand the dynamics of remote work and client relations. My commitment is to deliver top-tier results, tailored to meet the unique needs and objectives of each client. Your success is my priority. * AI Integration Expertise: My proficiency doesn’t stop at Excel; I am adept at incorporating advanced AI technologies to supercharge financial models and data analysis. This unique skill set allows me to leverage machine learning algorithms and natural language processing to provide predictive insights, automate complex tasks, and optimize financial decision-making. By integrating AI with traditional financial tools, I deliver future-ready solutions that keep you ahead in a rapidly evolving digital landscape. With a substantial track record in finance, developed through pivotal roles at top-tier institutions, I am well-prepared to offer exceptional value and insights from day one on Upwork. My extensive experience, acquired off-platform, positions me uniquely to contribute to projects that demand nuanced skills and meticulous attention. I am enthusiastic about utilizing my expertise to support a broader range of clients and initiatives on this global platform. Hiring me means you're not just getting an Excel expert; you're getting a strategic partner who will go above and beyond to ensure your financial strategies are sound, efficient, and effective. Let’s connect and discuss how I can bring your project to the next level of excellence. Your financial success is just an Excel sheet away!Financial ModelingInvestment StrategyReal Estate Financial ModelingFinancial ConsultingSmall Business AdministrationFinancial PresentationFinancial AccountingFinance & AccountingMicrosoft PowerPointExcel MacrosExcel FormulaFinanceReal EstateFinancial AnalysisMicrosoft Excel - $70 hourly
- 5.0/5
- (13 jobs)
I specialize in assisting Real Estate Development firms and Private Equity Funds with capital raising, modeling and deal analysis support. With six years of experience managing investments totalling $2 billion across multifamily, industrial, and hospitality asset classes, I bring valuable insights and results-oriented strategies to the table. Financial Modeling and Analysis: I excel in creating robust financial models to evaluate investment opportunities, assess risk, and forecast returns. My expertise lies in cash flow projections, sensitivity analysis, and scenario planning. Capital Raising Strategies: I have successfully raised capital for various projects. I understand the intricacies of structuring deals, identifying potential investors, and presenting compelling investment propositions. Market Research and Due Diligence: My ability to conduct thorough market research and due diligence sets me apart. I analyze market trends, property performance, and competitive landscapes to inform investment decisions. Deal Underwriting: I am adept at underwriting real estate deals, assessing risk factors, and determining optimal financing structures. My attention to detail ensures accurate financial assessments. Relationship Building: My interpersonal skills allow me to build strong relationships with investors, developers, and industry professionals. Maintaining investor confidence is second nature to me. Sector Expertise: My experience across multifamily, industrial, and hospitality asset classes gives me a holistic understanding of the real estate landscape. I adapt strategies based on specific property types and market dynamics.Financial ModelingReal Estate Financial ModelingReal Estate Business PlanData AnalyticsCapital MarketsInvestment StrategyInvestment ResearchReal Estate Investment AssistanceFinancial Analysis & ValuationPresentationsMicrosoft ExcelForecastingReal Estate Financial ModelReal Estate Acquisition - $50 hourly
- 5.0/5
- (4 jobs)
Investments professional with 4+ years of work experience in Investment Banking, Consulting and Institutional Investments | Looking for related opportunities in North America | Available to be on a retainer or on contract employment as well | On a sabbatical from professional workFinancial ModelingBusiness ConsultingInvestment StrategyInvestment Portfolio ReviewPitch DeckDue DiligenceDiscounted Cash FlowProject FinanceInvestment Research - $35 hourly
- 5.0/5
- (7 jobs)
Education & Certifications: - Bachelor of Business Administration, Specialization in Accounting - Completed final exam for CPA Ontario Designation-CFE Overview: I am a result-driven accountant & tax consultant with a keen eye for detail, dedicated to delivering accurate financial statements and providing innovative accounting solutions to businesses. With a strong organizational and communication skill set, I have successfully worked across various industries, creating and maintaining accounting frameworks and financial models for clients. Services Offered: -Tax Filing Services (T1 and T2): I offer professional tax filing services for individuals (T1) and corporations (T2), ensuring accurate and timely submissions to meet Canadian tax regulations. - Accounting services such as inventory management, budgeting, custom reports, and financial statements -Bookkeeping services, including AR/AP, bank reconciliation, sales and expense tracking, and payroll -Comprehensive accounting framework and software setup - One-time consultations for financial guidance - Assisting business owners in understanding the financial impact of their decisions - Developing business models - Budgets and forecasts implementation Specialization in Industries: - Real Estate & Construction - Investment Management Organizations - Multi-trade Contractor Organizations - Small businesses Let's collaborate to enhance your financial success!Financial ModelingWave AccountingYardi SoftwareProject AccountingAccounts Receivable ManagementXeroAccounts Payable ManagementFinancial AccountingFinancial ReportData EntryBank ReconciliationCash Flow StatementBookkeepingMicrosoft ExcelBalance SheetIntuit QuickBooks - $50 hourly
- 4.9/5
- (50 jobs)
I started my career working for a large accounting firm, performing client work across a multitude of industries. My skills and experience I picked up along the way has motivated me to branch out. I love helping small business with their accounting and finance projects and I look forward to working with you in the future! My specialties include financial accounting, taxation as well as project management. I am confident that my knowledge, experience and problem solving abilities will be worth the investment.Financial ModelingTax Refund SubmissionCorporate TaxCertified Tax PreparerTax ReturnTaxationXeroManagement AccountingFinancial AccountingAccount ReconciliationIntuit QuickBooksBank ReconciliationTax Preparation - $18 hourly
- 5.0/5
- (6 jobs)
I am dedicated to providing personalized services tailored to meet the unique needs of each client. Let's work together to achieve your financial goals.Financial ModelingMergers & AcquisitionsCross Functional Team LeadershipClient ManagementRegulatory ComplianceStrategic PlanningQuickBooks OnlineAdvanced AnalyticsBudgeting & Forecasting SoftwareFinancial ReportingFinancial AnalysisAccountingFinancial AccountingTax Planning & AdvisoryBookkeeping - $75 hourly
- 5.0/5
- (32 jobs)
I have over 20 years experience as a business and financial consultant with a wide range of skills in bookkeeping, personal financial planning, tax, business start up and business planning, commercial mortgages, financial modelling, real estate investing, financial software design and development. I am a Certified Bookkeeper, and for over 15 years I have provided bookkeeping on a freelance basis for all types of small businesses such as restaurants, general contractors, self employed individuals/trades people, software companies, real estate companies, investment companies etc. I have also worked as a licensed commercial mortgage agent originating and underwriting loans for hotels, apartment buildings, office buildings, shopping centers and construction projects in the U.S., Canada and the Caribbean. In addition, I have written loan packages for presentation to lenders and created pitch decks and offering memorandums for raising capital from investors. I have also been involved in raising capital for development projects using syndicate mortgages and limited partnership structures. I have strong experience in financial modelling and analysis for real estate investments using MS Excel. I have created many financial proforma’s, discounted cash flow valuations, budgets, JV investor payouts and waterfalls along with the requisite graphs, financial ratios and statistics. Property types would include hotels, multi-family, retail, office self storage, and ground up construction projects. Lastly, for over thirteen years I was a licensed Investment Advisor and worked in the areas of financial planning, portfolio management and investing in stocks, bonds, ETF's and mutual funds. At the same time I also developed financial software programs for use by my industry peers. Please look at my Profile/Portfolio and education profile to learn more.Financial ModelingPersonal FinanceFinancePersonal Finance & Wealth ManagementDiscounted Cash FlowForensic AccountingPortfolio ManagementFinancial PlanningFinancial AnalysisFinancial SoftwareReal Estate Financial ModelingFinancial ProjectionMicrosoft ExcelBookkeepingIntuit QuickBooks - $25 hourly
- 5.0/5
- (12 jobs)
Welcome to my Upwork profile! Get ready to unlock the success of your business! 🏆 I am an ACA and Fractional CFO with more than 15 years of professional experience in Accounting Bookkeeping and Financial modeling, 7 of those years spent with PwC. My professional knowledge of accounting concepts ensures that financial records are current, accurate, and compliant. I am also knowledgeable in financial analysis and modeling, offering financial modeling and analysis to assist owners and executives in meeting their goals and making wise business decisions. ✅ I have served more than 300 businesses. As a full-time freelancer, I specialize in Accounting, bookkeeping, business feasibilities, financial projections, market research, financial modeling, and startup fundraising. 🔵 Here's what I can help with: - Predicting future finances and creating models to illustrate them - Accounting/ Bookkeeping - Preparing and analyzing financial statements - Assessing investment values using methods such as DCF and CCA - Conducting business performance analysis and cost assessment - Budget planning and cost control - Conducting extensive market research and analysis - Providing strategic guidance for growth and maximizing profitability in business planning - Business valuation projections - Operational and expenditure planning - Creating investor presentations 🔵 When I create models for you, they'll be: - Flexible, allowing for adjustments in revenue and expenditure assumptions - Based on thorough research - Capable of showing various potential outcomes and their business impacts - Well-designed with clear, easy-to-understand charts and graphs - Rigorously checked to ensure accuracy 🔵 I've developed models for businesses in these sectors: - Supply chain - Blockchain - Retail - Real estate - IT I excel at explaining complex financial concepts to diverse audiences, including clients, executives, and investors, thanks to my strong communication skills. 🔵 Bookkeeping and Accounting Expertise: ✅ Expert in maintaining accurate financial records and ensuring compliance with accounting standards ✅ Proficient in QuickBooks Online and other accounting software ✅ Efficient in managing accounts receivable and accounts payable ✅ Skilled in bank reconciliations and ledger management ✅ Strong attention to detail and organizational skills to manage financial data effectively ✅ Experienced in preparing monthly, quarterly, and annual financial reports ✅ Ability to streamline bookkeeping processes and improve financial accuracy 🔵 Specialized in Financial Management & CFO Services: ✅ 15+ years of experience in large organizations ✅ 300+ businesses served ✅ Information Memorandum for Businesses ✅ IFRS/Accounting Expert ✅ Business Projections & Financial Modeling Expert ✅ Development of Policies & Procedures ✅ Business Process Improvement and Profitability Optimization 🔵 Experienced CFO Offering Fractional CFO Services: ✅ Budgeting & Forecasting ✅ Business Planning ✅ Cashflow Management ✅ Investment Management ✅ Financial Insights, Reporting, and Dashboards ✅ Business Valuations Let's work together to achieve your business goals and ensure your financial success!Financial ModelingCompany RegistrationComplianceBusiness Plan WritingBookkeepingFeasibility StudyInsurance & Risk ManagementBusiness PlanInternational Financial Reporting StandardsBusiness CoachingBusiness StrategyFinancial AnalysisInsurance Consulting - $25 hourly
- 4.7/5
- (73 jobs)
I am a full time freelancer, write articles, blogs, research reports, and also take up administrative work. I have been in the financial space for over ten years now and have earned my MBA degree from Symbiosis Centre of Distance Learning in 2009. But, my passion for finance led me to pursue Chartered Financial Analyst (CFA) course from US University. I have successfully completed Level III of CFA. I have worked on financial reports, blogs, forex, cryptocurrencies, and hedge funds. Have frequently written on niche like personal finance, technology, breaking news, and entertainment can write on any niche. I am good at reading filings of hedge funds and companies. I am also good at wordpress, trello, jira and other work portals.Financial ModelingFinancial WritingQuantitative FinanceProject FinanceArticle WritingArticle SpinningFinancial PresentationFinancial ModelFinancial AnalysisCryptocurrencyBlog WritingEquity ResearchData EntrySEO Keyword ResearchSEO Writing - $78 hourly
- 5.0/5
- (27 jobs)
I'm a Consultant with MSc in Biotechnology from the University of Toronto. I specialize in business development and strategy, product life-cycle management, financial analysis and planning, market access, investor relations, and project management. Clients: Large hospital systems, academic institutions, big pharma, and startups. Skills: Academic writing, clinical trial management, health outcomes research, feasibility analysis, and financial modeling. I’m driven by innovation and hope to advance emerging products driven by novel technologies and designs. “The only way to do great work is to love what you do.” – Steve Jobs LinkedIn: goo.by/FntCDJFinancial ModelingPitch DeckBusiness Planning & StrategyBusiness IntelligenceCopywritingMarket ResearchData VisualizationStatistical AnalysisProject ManagementMarketingBiochemistryScientific WritingWhite PaperTechnical WritingBiotechnology - $70 hourly
- 5.0/5
- (7 jobs)
Greetings, I am Ahmed, a highly experienced financial consultant located in Toronto, Canada. With over 14 years of expertise, I provide comprehensive financial consulting services tailored for startups and small to medium-sized businesses. My proficiency encompasses private equity, venture capital, business planning, valuations, and financial consulting, honed through extensive collaboration with clients across the Middle East, Europe, East Asia, and North America. Throughout my career, I have successfully guided numerous clients in securing capital via debt and equity. My service offerings include crafting meticulous business plans, developing robust financial models, providing CFO services, conducting valuations, and performing thorough investment due diligence. I have held significant roles in prestigious multinational banks, private equity, and venture capital funds. Before establishing my consulting business in Toronto, I held senior positions that significantly enhanced my expertise and capabilities in financial consulting. My Services: Capital Raising (Debt or Equity) Investment Advisory (Structuring, Due Diligence, and Portfolio Optimization) Business Planning Financial Modeling Financial Analysis & Consulting Valuations Startup Mentorship and Investment Readiness Management Consulting M&A Consulting I am dedicated to delivering bespoke financial solutions that drive business success and growth. Let's collaborate to achieve your financial goals and elevate your business to new heights.Financial ModelingFinancial PlanningCorporate FinanceCommercial LendingCredit RepairFinancial WritingBusiness WritingBusiness AnalysisFinancial Analysis - $45 hourly
- 4.9/5
- (7 jobs)
A number cruncher who enjoys going beyond number crunching to be a trusted adviser for business partners. A data enthusiast who helps business partners make evidence-based decisions using analytics and visualization with complex data. I love dwelling into the data to find actionable insights and present them in easy to read visualizations. My expertise – evolved over 15 years working across different projects – include: - Data Analytics and Visualization (Tableau and Power BI) - Microsoft Excel (Formulas, Vlookups, Pivots, Power Query/Pivots, Macros, VBA) - FP&A (Financial Analysis and Modeling) - Forecasting & Budgeting - Business Analysis - Process Automation and Optimization - Microsoft Office (PowerPoint, Word, Access)Financial ModelingProcess ImprovementMicrosoft PowerPointFinancial AnalysisBusiness AnalysisData AnalysisDashboardTableauData VisualizationMicrosoft Excel - $50 hourly
- 5.0/5
- (32 jobs)
Experienced Real Estate Financial Analyst with a track record of underwriting $6+ billion in real estate transactions. As a full service real estate analyst, I can help you with all your underwriting, investment analysis, financial modelling, pitch decks, due diligence and market research needs. Qualifications: - CFA (Chartered Financial Analyst) - MBA, University of Toronto, Canada Over the last 10 years, I have worked with some of the top tier North American real estate investment firms and developers, analyzing and underwriting commercial and residential real estate across the US and Canada. My focus has been on underwriting deals ranging from $2 million to $500 million, and I have developed comprehensive financial models, offering memos, pitch decks and investor reports. Experienced in real estate assets of all types, I am currently a lead on underwriting new developments and value add projects across the US and Canada. My responsibilities include: • Building financial models and underwriting deals • Creating and designing professional pitch decks and offering memorandums • Conducting thorough investment analysis, due diligence and market research • Determining optimal deal structure and capital stack • Managing post-closing asset management (project tracking, budget variances, running KPIs) • Investor reporting and asset disposition, including calculating multi-tier return waterfalls (IRR, ROI, CoC, EM, etc.) • Experienced in ARGUS, RealPage, CoStar, Quickbooks and other real estate platforms Proficient in underwriting residential and commercial real estate projects of all types: -Multifamily -New development -Value-add acquisitions -Purpose built rental -Condos -Apartments -Single family -Land Assembly -Multi phased projects -Offices -Industrial -Retail Comprehensive Financial Models will include: -Project Specific Inputs/Assumptions -Cashflow Projections/Forecast -Project Budget -Financing/Debt Assumptions -Complete Debt Schedule -Asset Valuation -Project Returns (IRRs, ROI, Equity Multiple, etc.) -Investor Partnership Return Distribution Waterfall (LP/GP structures, Preferred Returns, etc.) -Sensitivity Analysis -Key Metrics/Ratios Analysis (e.g. IRR, DSCR, Debt Yield, Equity Multiple, etc.) Financial Model | Financial Modelling | Investment Analysis | Due Diligence | Underwriter | Real Estate Analyst | Investment Analyst | Feasibility Study | Pro Forma | Cashflow | Market Research | Market Analysis | Pitch Deck | Offering Memorandum | Offering Memo | Private Placement Memo | PPM | Asset Management | Investor Reporting | Accounting | Bookkeeping |Financial ModelingReal Estate Investment AssistanceReal Estate Financial ModelingChartered Financial AnalystUnderwritingFinancial ProjectionFinancial AnalysisMicrosoft Excel - $70 hourly
- 5.0/5
- (12 jobs)
I have 6+ years of experience in •⠀Financial Modeling, Projections and Cash flow modeling •⠀Company valuation •⠀Secondary Market research across industries •⠀Advisory reports and presentations I can prepare complex cashflow models with macros which is easy to use & interpret by even a non-finance background person. I have worked with Royal Bank of Canada, Toronto and SBI Capital Markets, Mumbai and have built numerous financial models for debt and equity financing.Financial ModelingBusiness PlanValuationAccounting Principles & PracticesForecastingVenture Capital ConsultingBusiness WritingBusiness ModelingMicrosoft ExcelFinancial ProjectionSpreadsheet SoftwareFinancial AnalysisData AnalysisPresentations - $125 hourly
- 5.0/5
- (2 jobs)
I am an Experienced Chartered Accountant ACA (CPA) designation with over 13 years of experience in multicultural / complex environment. I have helped many managers overcome their business challenges with creative solutions. My greatest achievement is helping over 500+ SMEs and startups cleanup their financial leakages by maintaining high quality financial records with clear financial projection. It helps many manager to have clear pictures of their business. I also motivate my clients to incorporate automation in business processes and operate more efficiently. HOW I CAN HELP YOU? - I can provide financial advice on how to maintain financial records with automation. - I can automate your business processes - I can audit your existing system and provide recommendation to improve the efficiencies. - I can provide prepare financial projections including cash flow. - I can implement ERP software for daily bookkeeping. - I can provide investment decision advice with Business Valuation. THE SERVICES I PROVIDE - Business Plan and Financial Modeling - FInancial Forecasting with commentary - General Ledger Automation with Bookkeeping Strategies - SAGE50 / Quickbook / Quickbook online - Financial Reporting for each stakeholder - Debt Management with clear instruction of long overdue debtors - Business Valuation (Famous one is DCF) - Business policies mapping and Business Process Reengineering - Business Process AutomationFinancial ModelingAccountingGeneral LedgerFinancial AccountingGAAPFinancial StatementBusinessComplianceInternational Financial Reporting StandardsValuationFinancial ReportingBookkeepingMicrosoft Excel - $100 hourly
- 5.0/5
- (4 jobs)
I am a Business & Marketing Consultant with successful startup experience. My clients are owners of startups and small & medium businesses in North America and around the world. I launched a profitable online business five years ago with funding from angel investors. I have been in your shoes and understand the challenges of starting your own business. Over the past few years, I have helped entreprepreneurs and small & medium business owners to jumpstart their ventures - from writing winning investor presentations & business plans to developing & executing digital marketing strategy. My services include: - Business plan & pitch deck - Financial modeling, forecasting, budgets, and projections - Marketing & Branding strategy - Digital Marketing - social media, paid search and email marketing - Lead generation I will be an ideal partner to help you on your project if; - You are a startup owner who is about to start a business and need a Business Plan, Industry Research, Marketing Plan and Go-to-Marketing strategy - You are expanding your business and need a growth plan through various go-to-market channels - You are seeking to build a financial model that is customized for your unique business opportunities with flexible what-if scenarios. Free Consultation : Get in touch to schedule a 15 minutes discovery call and see if I am the best fit for your needs. I am passionate in helping business owners grow their companies!Financial ModelingEmail MarketingSocial Media MarketingStartup ConsultingForecastingEcommerceBrand StrategyBusiness Planning & StrategySEO StrategyCompetitive AnalysisMarketing StrategyBusiness PlanManagement ConsultingSales & Marketing - $100 hourly
- 4.7/5
- (31 jobs)
Student at New York University's Stern School of Business, with prior experiences in private equity, hedge funds, government FP&A, and at an investment bank. Advanced financial modeling and data analytics skills within Excel, Python, Power BI, PowerPoint, and VBA. Ranked 4th worldwide at Financial Modelling Collegiate World Championships.Financial ModelingIBM SPSSInvestment ResearchCorporate FinanceFinancial WritingPortfolio ManagementStataManagerial FinanceEconomic AnalysisEquity ResearchEconomicsData Analysis - $40 hourly
- 5.0/5
- (1 job)
Are you grappling with business finances and cash flow challenges? Feeling overwhelmed by tax regulations? Unsure where your business stands due to confusing numbers? You're not alone! Many business owners face these hurdles. But here's the good news: with the right guidance, you can turn these challenges into strengths. With over a decade of experience as a CPA specializing in business financial consulting, I'm here to help you master your finances and achieve your business goals. Poor financial management, including issues like poor cash flow, inadequate accounting practices, and insufficient financial planning, is a leading cause of business failure. I specialize in solving these challenges through tailored accounting and advisory services: 💸 Effective Cash Flow Management: Implement tools and strategies to track cash flow, forecast budgets, and optimize payment terms for steady cash flow management. 💰 Navigating Tax Compliance: Stay updated on tax laws, prepare accurate tax returns, and minimize tax burdens through strategic planning. 📈 Enhancing Financial Reporting: Establish robust accounting systems, train staff in financial reporting, and conduct regular audits for accuracy. 💲 Customized Financial Strategies: Develop tailored financial plans aligned with your business goals, advise on financial metrics, and optimize performance. ⚖️ Streamlining Accounting Processes: Implement automation tools, standardize procedures, and ensure best practices for efficiency and accuracy. 📑 Ongoing Financial Advisory: Provide continuous support, conduct financial health check-ups, and offer strategic advice for confident decision-making. Imagine having a clear financial plan and the peace of mind that comes with expert guidance. Let's help you out !Financial ModelingBusiness CoachingNonprofit Industry ConsultingTech & ITBusiness ConsultingPerformance MeasurementInternal ControlFinancial ReportingFinancial ManagementCash Flow AnalysisForecastingBudgetFinancial AnalysisFinancial PlanningStrategic Planning - $50 hourly
- 5.0/5
- (1 job)
Entrepreneurial-minded, accomplished financial professional (CFA) with years of experience in financial due diligence, contract & business valuations, Excel financial modelling, corporate finance, financial statement & variance analysis, and presenting insights to Management. Educated in finance, accounting & business valuations (CBV). Experienced with Excel, Power BI, Tableau, and PowerPoint. Whether you are looking to expand, divest, value, or better understand your business's key value drivers and costs in an effort to increase revenue while mitigating risk, I can translate analysis into insights for you!Financial ModelingIntuit QuickBooksStrategic PlanningAnalytical PresentationMicrosoft PowerPointFinancial AccountingDue DiligenceBudget ManagementAnalyticsMergers & AcquisitionsFinancial StatementFinancial Analysis & ValuationMicrosoft ExcelFinancial AnalysisPresentations - $40 hourly
- 5.0/5
- (4 jobs)
Highly motivated and detail-oriented data scientist with over 3 years of experience in analyzing and interpreting complex data sets to drive business decisions. Skilled in using statistical analysis, machine learning, and data visualization tools to uncover patterns and insights in large and diverse data sets. Proven track record of delivering actionable recommendations to improve business performance and drive growth. Strong communicator with the ability to present data-driven insights to technical and non-technical audiences.Financial ModelingAPI IntegrationTrading AutomationTrading StrategyDerivatives TradingCapital MarketsQuantitative ResearchData VisualizationData AnalysisDeep Neural NetworkSQLPythonMachine LearningTensorFlowNatural Language Processing - $40 hourly
- 5.0/5
- (2 jobs)
Hedge fund professional that can provide lessons, insights and experience into equity trading. Specialize in both long and shorts.Financial ModelingFinancial TradingEquity ValuationFinancial ManagementCapital MarketsTrading LessonTrading StrategyFinancial ConsultingFinancial Analysis & ValuationPortfolio ManagementOnline Financial TradingFinanceFinancial AnalysisMicrosoft Excel Want to browse more freelancers?
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