Hire the best Financial Modelers in Oregon

Check out Financial Modelers in Oregon with the skills you need for your next job.
  • $150 hourly
    As a CPA with extensive experience in tax preparation, advisory, and compliance, I help individuals and businesses optimize their tax strategies while staying compliant with federal and state regulations. I specialize in: - Tax Preparation & Filing: Efficient and accurate preparation of individual and corporate tax returns (1040, 1065, 1120) with a focus on maximizing deductions and credits. - Tax Planning & Strategy: Offering proactive tax planning to minimize liabilities and ensure year-round tax efficiency for small businesses, freelancers, and high-net-worth individuals. - Business Tax Services: Expertise in entity selection, S-Corp/LLC tax elections, and multi-state filing complexities. With a meticulous approach and personalized service, I aim to simplify the tax process while delivering the highest level of professional support. Whether you're looking for help with your personal taxes or business needs, I’m here to provide strategic solutions. Let’s work together to ensure you’re financially sound and compliant!
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    Tax Law
    Tax Planning & Advisory
    Tax Strategy
    Corporate Tax
    Certified Tax Preparer
    US Taxation
    Tax Law Compliance
    Taxes
    Financial Analysis & Valuation
    Corporate Finance
    Finance & Accounting
    Real Estate Financial Modeling
    Tax Preparation
    Tax Return
  • $75 hourly
    Hi, I’m Emily Hauser, a Certified Management Accountant (CMA) with 16+ years in healthcare and 10+ years specializing in financial strategy. I’ve: 🧘‍♀️Found over $1.8 million from a lost payroll accrual for a high budget client 📈 Helped secure $3M+ in funding for healthcare businesses. 💰 Saved clients $300K+ annually through optimized financial strategies. 🧘‍♀️ Reduced financial stress by delivering clear, actionable insights. 🌟 Why Choose Me? ✔️ Proven Expertise: Managed $100M+ budgets for leading healthcare organizations. ✔️ Tailored Solutions: Custom strategies to meet your business goals. ✔️ Tax Savvy: Federal tax planning and filing to maximize savings. ✔️ Results-Focused: Transforming finances into growth engines. 📊 Services Offered 🔹 Fractional CFO Services for Growth & Scaling 🔹 Financial Modeling, Budgeting & Forecasting 🔹 Revenue Optimization & Operational Efficiency 🔹 Federal Tax Planning & Filing (most states included) 🔹 Custom Dashboards & Reporting 🚀 Success Snapshot 🏥 $1.2M Funding Secured: Built a financial model for a wellness clinic to secure growth funding. 💡 $250K Annual Savings: Streamlined operations for a healthcare startup. 💵 $50K Tax Savings: Designed tax strategies that reduced liabilities for a small business. 💬 Let’s Work Together Ready to reduce financial stress, optimize for growth, and transform your finances? Let’s make it happen! Contact me today to get started.
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    Bookkeeping
    Financial Variance Analysis
    Tax Strategy
    Financial Projection
    Management Accounting
    QuickBooks Online
    Business Consulting
    KPI Metric Development
    Healthcare
    Strategic Planning
    Budgeting & Forecasting Software
    Cash Flow Modeling
    Financial Analysis
    Tax Planning & Advisory
  • $100 hourly
    My eMoney expertise comes from a wealth of experience adding value to high-net-worth oriented RIA practices through efficient, high-quality financial plan modeling. Top-performing financial planning practices have hired me to develop and manage their eMoney programs, conduct financial modeling, train staff on implementation, and work closely with their principal advisers to develop prudent analysis and recommendations for their clients. I focus on working diligently to equip you to better help your clients make more informed and well-founded financial decisions that are critical at every stage of their life. As an experienced CERTIFIED FINANCIAL PLANNER(tm) professional, I understand the complexities of personal (and behavioral) finance, and my industry experience makes me uniquely qualified to provide a compliant service to your financial planning practice. I look forward to providing support to you and your team!
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    Financial Planning
    Financial Analysis
    eMoney Advisor emX
    Insurance Policy Analysis
    Certified Financial Planner
    Financial Writing
    Regulatory Compliance
    Data Entry
    Compliance
  • $100 hourly
    **Previously Upwork Top Rated Plus (Took 1 Year Hiatus)** I'm a seasoned, Senior Financial & Data Analyst for growth startups with valuable, unique experience scaling a startup to $1B valuation and raising over $300M during my tenure, supporting a B2B SaaS, PE-backed growth company double, and advising over 50+ startups across various industries, some fundraising for Seed and Series A. To give back to the communities I'm active in, I mentor startups and small businesses at Shapers Impact Capital, WeWork Labs, Portland Incubator Experiment, OSU, PSU, and WSU. Tasks I'm most impactful to businesses: - Financial modeling & projections - Excel, BI Reporting, Google Data Studio, SQL wizard - Budgeting & forecasting - Variance analysis - Pricing analysis - Quickbooks, Shopify, Paid Ads, SalesForce, NetSuite, BigML, Looker, Python proficient - Growth strategies (customer whitespace and expansion, marketing channel expansion and optimization, market prioritization and expansion, product expansion, pricing optimization) - Accelerating and optimizing sales & marketing - Market research & analysis - Business, data, & marketing analytics - Investor readiness Industries I've supported extensively: - B2B SaaS - DTC Brands - Ecommerce - Retail - Brick and mortar - Food & Beverage - Restaurants - Consumer Packaged Goods (CPG) - Consumer Electronics - B2B Service
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    Financial Projection
    Financial Analysis
    Financial Planning
    Industry Knowledge
    Microsoft Excel
  • $65 hourly
    Areas of Expertise Real Estate Project Development: With a comprehensive background in real estate project development, I have successfully led projects from initial concept through completion, ensuring timely and within-budget execution. My experience includes managing acquisitions, lease negotiations, feasibility studies, and construction management, consistently adding significant value to portfolios. Market Research & Analysis: Skilled in conducting in-depth market research and analysis to identify opportunities, evaluate trends, and support strategic decision-making. My ability to synthesize data into actionable insights has been critical in guiding successful acquisitions and development projects. Architectural Design: Leveraging my architectural background, I bring a keen eye for design and detail to real estate development projects. I have been involved in designing and guiding the subdivision process for complex developments, including multigenerational family compounds and multifamily housing projects. Permitting & Building Code: Proficient in navigating the complexities of permitting and building code compliance, ensuring that all projects adhere to local regulations. My experience includes coordinating with regulatory bodies and securing necessary approvals for a variety of commercial and residential developments. Budget Development & Forecasting: I possess strong financial acumen, demonstrated through my ability to develop, manage, and forecast project budgets. My careful oversight has ensured fiscal responsibility across numerous large-scale projects, optimizing returns and maintaining project integrity. Contract Administration/Negotiation: Experienced in contract administration and negotiation, I have successfully led complex transactions, including master lease agreements and large-scale property acquisitions. My strategic approach to contract management has resulted in favorable outcomes for all parties involved. Tactical Problem Solving: Known for my tactical problem-solving skills, I excel at identifying potential challenges early in the project lifecycle and developing innovative solutions to keep projects on track. My ability to think strategically and act decisively has been instrumental in overcoming obstacles and achieving project goals. Investment & Feasibility Analysis: Expert in conducting thorough investment and feasibility analyses to assess potential acquisitions and developments. My analyses have guided decision-making processes, ensuring that projects are financially viable and align with long-term strategic goals. Funding & Investment Solutions: Proficient in sourcing capital and developing funding strategies for real estate projects. I have successfully secured financing for a range of developments, including turnkey multifamily projects and commercial properties, ensuring that projects are adequately funded and financially sound. Organizational Leadership: Strong leadership skills demonstrated through my ability to oversee and guide teams of project managers and interns. My leadership has ensured that projects meet key performance metrics, budgets, and schedules, fostering a collaborative and productive work environment. Process Improvement: Committed to continuous improvement, I have implemented process enhancements across various aspects of project management and marketing. My efforts have resulted in increased efficiency, reduced response times, and improved project outcomes. Risk Management: Experienced in identifying and mitigating risks associated with real estate development projects. My proactive approach to risk management has safeguarded project integrity and ensured successful project delivery. Added Value Project Management & Value Creation: I have led comprehensive real estate projects from site selection to completion, consistently ensuring timely and within-budget execution. My oversight of acquisitions, lease negotiations, feasibility studies, and construction management has significantly enhanced portfolio value, delivering exceptional results for stakeholders. Strategic Acquisition and Value Optimization: I spearheaded the acquisition and due diligence processes for large-scale properties, securing assets below market value and achieving substantial value increases upon resale. My expertise in facilitating complex transactions and negotiating master lease agreements has optimized value across multifamily developments and commercial properties. Financial Acumen and Budget Management: With a strong foundation in financial analysis, I have developed and managed project budgets, conducted thorough underwriting, and sourced capital for a variety of real estate projects. My financial acumen has ensured fiscal responsibility, optimized returns, and supported the successful delivery of complex projects.
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    Business Management
    Architecture
    Real Estate Financial Modeling
    Real Estate
    Business Plan Writing
    Architectural Design
    Construction
    Project Management
    Contract Drafting
    Technical Writing
  • $60 hourly
    Demonstrated history of working in the investment management industry. Skilled in trading, risk management, and financial analytics. Experienced professional with an MBA concentrated in Finance from Northwestern University - Kellogg School of Management.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Investment Portfolio Review
    Financial Trading
    Forex Trading
    Equity Research & Analysis
    Foreign Exchange Market
    Investment Research
    Investment Strategy
    Asset Allocation Analysis
    Discounted Cash Flow
    Analytics
    Capital Markets
    Derivatives Trading
  • $65 hourly
    An accomplished analyst seeking to leverage a wealth of experience in analytics, strategic decision-making, and team leadership, I have a keen ability to perform technical quantitative work and communicate the resulting information concisely and effectively with stakeholders, serving as a strategic advisor when desired. I bring together experience as a mid-senior manager at a mid-market technology firm and as a consultant to small businesses, helping them organize their business and data for growth. I am experienced as a full-stack analytics engineer, but my core skills are in data analysis and statistical modeling, including expertise with the following: * Excel, Power BI, Power Query * SQL, Python * Business Strategy * Product & Growth Management * Customer Service, Communication * Data/Text Mining Models * Statistical/Analytical Methods * Marketing & Sales Analytics * Inventory and Cost Management Whether you need a quick report, new insights or visualizations from your data sets, data mining or forecasting models, or strategic guidance on analytics—including marketing, sales, customer insights, or product strategy—I'd be happy to help.
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    Data Visualization
    Machine Learning
    Python
    Microsoft Excel
    Marketing Analytics
    Data Analytics
    Marketing
    Data Warehousing & ETL Software
    Data Mining
    Business Analysis
    Business Intelligence
    SQL
    Strategy
    Analytics
  • $100 hourly
    🔹 14 Years of Excellence in Financial Services🔹 Greetings! I'm Rebecca Kokes, your go-to expert for financial modeling, data analysis, and process automation. With over 14 years of experience in the financial services and insurance industries, I bring a wealth of knowledge and a proven track record of delivering exceptional results. Why Choose Me? 🌟 Proven Leadership: As the former Head of FP&A at a major financial services company, I’ve built and led FP&A functions from scratch, implemented advanced FP&A software (Datarails), and created corporate models. My expertise in managing small teams and collaborating with senior leadership, including the C-suite, ensures that your projects will be handled with the utmost professionalism and strategic insight. 🌟 Expert Problem-Solver: My background as a Actuary has honed my skills in complex problem-solving and data analysis. I excel at breaking down complicated models into manageable steps, quantifying risk, and scenario analysis. 🌟 Technical Proficiency: I am proficient in Excel, Power BI, and Python. Whether it's building dynamic financial models, creating insightful dashboards, or automating workflows, my technical skills will streamline your processes and provide you with clear, actionable insights. 🌟 Outstanding Communicator: I pride myself on my ability to explain technical concepts to non-technical stakeholders. I love transforming complicated data into simple, compelling stories that drive informed decision-making. 🌟 Attention to Detail: My work is clean, neat, and user-friendly. I ensure that every model and report is easy to follow, making it accessible for users of all technical levels. 🌟 Lifelong Learner: I thrive on tackling new challenges and continuously learning. This passion drives me to stay ahead of industry trends and deliver innovative solutions tailored to your unique needs. What I Offer: ✅ Financial Modeling: Comprehensive, dynamic models in Excel or Python ✅ Data Analysis: Advanced analytical techniques to identify trends, set assumptions, forecast financial outcomes, and provide strategic insights. ✅ Process Automation: Utilizing Python to automate repetitive tasks, streamline workflows, and enhance efficiency. ✅ Dashboard Creation: Developing intuitive and interactive dashboards in Power BI to visualize your data and track key performance indicators. Ready to take your business to the next level? Let's connect and discuss how I can help you achieve your goals!
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    Forecasting
    Microsoft Excel
    Microsoft Power BI Data Visualization
    R
    Modeling
    Data Analysis
    SQL
    Python
  • $125 hourly
    -MBA with a decade of finance and data analytics -Discounted Cash Flow (DCF) Modeling -Financial modeling and reporting in Excel -Pro Forma, market analysis, investments I am a seasoned professional in finance. My work is based in model building and data analytics with emphasis on Discounted Cash Flows for venture investments. I have worked with 50+ companies to build out financial statements, understand operations and utilize many valuation techniques to present to investors. Thank you for taking a look at my profile and please let me know if there is something I can help you with. Thank you, Jami Segoria, MBA
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    Corporate Finance
    Data Modeling
    Financial Reporting
    Portfolio Performance Modeling
    Financial Analysis
    Visual Basic for Applications
    Data Analysis
    Microsoft Excel
  • $100 hourly
    Hello and thank you for stopping by my Channel! Having recently passed my 20-year milestone in financial modeling, analytics and VBA programming, I am sharing part of what I know in the following areas: - Financial models - Sensitivity Analysis - Statistics in Excel - Charts and Dashboards - VBA Interactive Tools If you need more help than what you found here, I can: - advise you on financial modeling - help you build models from scratch - coach you on various modeling, Excel and VBA matters
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    Microsoft Excel
    Visual Basic
    Forecasting
    Financial Analysis
    Budget Planning
  • $30 hourly
    I've written business plans, executive summaries, and proposals for more than a hundred businesses in technology and other industries during the course of my writing career. I've written for clients in a variety of industries, including:  Cannabis  Real Estate  Retail  Technology  Education  Entertainment  Food and Beverage Healthcare  Hospitality, and more. You will benefit from my decades of experience in business planning, sales, and investor relations, in addition to receiving excellent writing when you work with me. Why should you hire me? I am qualified due to my Bachelor of Science in Education and a Master of Business Administration with an emphasis on New Ventures (startups and entrepreneurs). I've been providing my clients with business writing assistance for nine years now, creating business plans, white papers, SEO articles, resumes, and more. After working with me, you will have a well-written, thorough business plan document that serves as a roadmap for the company's course as well as a resource for funding and investment opportunities with financial and grant institutions. You will also have a clear action plan. Some of my testimonials on Upwork: ⭐⭐⭐⭐⭐ - "Quadri gave careful consideration to every request I made and went above and beyond what was originally agreed upon. Our business plan and five-year projection were put together very easily by Quadri, who had all the necessary knowledge. He has excellent communication skills and provided us with a ton of advice that would help us succeed. To all of my friends and coworkers, I will be complimenting his writing. He excels at what he does" ⭐⭐⭐⭐⭐ -"Quadri was incredible. He took the time to understand my business and my objectives. After reading the business plan Quadri created for me, I was smiling. He comes highly recommended by me. Don't hesitate to give him a shot; you won't regret it. His work and excellent service will make you very satisfied as well. He listens and is really patient. When hiring someone, listening is key. I'm overjoyed. I appreciate it very much, Quadri." ⭐⭐⭐⭐⭐ -"I wanted someone who could execute the numbers and analysis for a business plan because I was new to Upwork. I noticed Quadri was successful in his line of business, so I quickly messaged him and had a reply from him within a few minutes. After exchanging a few messages, we decided on a flat charge for the project. Finally, he provided us with financial data and a marketing analysis, which gave our business plan the professionalism and content it required. His contact was on time, well-spoken, and considerate. Excellent work!" WHAT YOU SHOULD EXPECT: • Clearly defined deliverables/ scope of work for each proposal • 1-7 business day turnaround time depending on the scope of work • Delivering high-value business plan tailored to your objectives, goals, and needs I look forward to working with you and helping your dreams come to reality.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Analysis
    Presentation Design
    Presentation Slide
    Pitchbook
    Business Strategy
    Investor Overview
    Market Research
    Marketing Strategy
    Executive Summary
    Business Analysis
    Business Plan Writing
    Business Planning & Strategy
    Business Writing
    Business Plan
  • $150 hourly
    11+ years overall professional experience. ~4 years in management consulting at Bain & Co. working on a variety of industries (financial services, mining, energy & power, consumer products, retail) and capabilities (performance improvement, organizational strategy (decision rights, org structure, zero based people), commercial due diligence, corporate strategy (mission / vision, where to play, how to win, enablers - people, tools, tech), post-merger integration, digital transformation). After Bain, I joined PayJoy, a San Francisco based fintech offering consumer credit to the base of the pyramid. Then I led Mercado Libre's payments arm in Mexico (NASDAQ: MELI) with P&L ownership, taking on the challenge of making the business profitable and growing over 50% YoY. Here I was also in charge of setting the product and BU strategy and goals (pricing, go to market, growth targets), a B2B sales team, an SMB growth team (analytics), and our product roadmap. Between 2021-22 I led an investment fund from the Dominican Republic to acquire private businesses with an EV of $5m+. Currently, doing M&A and business strategy consulting projects and serving as part-time CFO for a consumer goods company in the U.S. Now I'm a freelance consultant offering M&A and business consulting services including due diligence, capital raise and deal closing negotiation. Key projects led: o Partial acquisition of a $15M Hass Avocado company, negotiating the valuation and other Subscription Agreement terms o Divestment of $11M bottling plant for a U.S. juice company (from finding the buyer to closing) o Budgeting, valuation, and fundraising of $75M for the development of three limited-service hotels in the D.R. o Part-time CFO for pressed juice brand (sales over $25M in 14,000+ retail points across USA), leading FP&A and Corporate Development o Due diligence of global farm financial management software target for large PE fund in U.S.
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    Due Diligence
    FinTech
    Budget Proposal
    Economics
    Business Consulting
    Business Development
  • $32 hourly
    I work in Supply Chain as a buyer. I also have experience in cost accounting. I can help in supply chain consulting, financial modeling and journal entries and account reconciliation. •Use my accounts payable experience to help vouch invoices and organize influx of invoices to move a business ahead and maximize productivity •Use my experience in supply chain for strategic supply chain consulting •Regular communication is important to me, lets stay in touch •The more specific the direction, the better, lets make sure we are on the same page about goals for the work to be done
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    Data Analytics & Visualization Software
    Data Analysis Consultation
    Supply Chain Modeling
    Data Analysis
    Microsoft Excel PowerPivot
    Excel Formula
    Finance & Accounting
    Finance
    Microsoft Excel
  • $30 hourly
    In my day job, I evaluate potential real estate acquisitions by using financial modeling to drive to a price that makes sense for investors. In my free time, I help business owners take back their time and make informed decisions by using Excel (data analysis, VBA macros, template creation). Let's connect, I'd love to help your business excel!
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    Microsoft Excel
    Excel Formula
    Excel Macros
    Asset Management
    Real Estate Acquisition
  • $50 hourly
    - I'm a results-oriented financial analyst with 20+ years' experience in financial planning & analysis (FP&A), revenue/margin/cash flow management, financial modeling, investment analysis, business and common stock valuation analysis, M&A, and restructuring. - I'm an effective communicator with business unit/department heads, senior executives, investors, regulatory agencies. - I have experience with Anaplan, Adaptive, Planful, NetSuite and SAP, and am also an expert Excel user.
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    Financial Projection
    Financial Analysis
    Business Valuation
    Analytical Presentation
    Financial Planning
  • $125 hourly
    UCLA Anderson MBA with 14 years of experience in analyzing and interpreting complex data to tell meaningful stories and drive business decisions. Experienced with many tools for data analysis, including Excel, R, Python, and Tableau. Notable projects include marketing automation development for a $3 billion company, analysis of financial data to determine profitability of various projects, and statistical analysis of industry fundamentals to drive strategic direction. Services offered: - Data Analytics and Visualization - Excel - Python - Tableau - Financial: - Financial modeling (project or company) - Budgeting - Bookkeeping - Financial analysis
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    Blog Content
    Content Writing
    Corporate Finance
    Spreadsheet Software
    Marketing Strategy
    Six Sigma
    Klaviyo
    Financial Planning
    Management Consulting
    Data Analysis
    Tableau
  • $25 hourly
    I love money and everything to do with business and finance! With a deep and wide experience on the subject, I'm well placed to conceptualize, develop and optimize financial content for your personal and business use! Let's talk and get it done!
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    Proofreading
    Article Writing
    Website Content
    SEO Audit
    Business Writing
    Technical Documentation
    LinkedIn Marketing
    Business Editing
    Content Writing
    Content Editing
    Accounting
    Writing
    Finance
    Financial Writing
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