21 Best Financial Modelers For Hire In Tennessee

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$80 hourly
- 5.0/5
- (48 jobs)
I build beautiful spreadsheets I streamline dysfunctional spreadsheets I program spreadsheets with powerful macros I integrate spreadsheets seamlessly into your workflows I work primarily in MS Excel, MS Access, and Google Sheets But also in SQL Server, SalesForce, Zapier, and other platforms Above all, I love to help people. Reach out today to see how I can help you!

Financial Modeling
Excel Formula
Google Docs
Google Apps Script
Automation
Accounting Principles & Practices
Forecasting
Business Plan Writing
Financial Reporting
Excel Macros
Economic Analysis
Visual Basic for Applications
Microsoft Excel
Google Sheets
Statistical Analysis
$100 hourly
- 5.0/5
- (5 jobs)
Certified Public Accountant (CPA) licensed in Tennessee, alongside being a Certified Management Accountant (CMA), boasting over a decade of experience in both Fortune 100 companies and Public Accounting firms. Recognized as an accounting specialist with advanced expertise in financial modeling, reporting, and QuickBooks. Additionally, proficient in data analysis and manual task automation utilizing Alteryx, Excel formulas, VBA, and Power Query.

Financial Modeling
Microsoft Power BI
Financial Analysis
Financial Accounting
QuickBooks Enterprise
QuickBooks Online
Excel Formula
Automation
Visual Basic for Applications
Power Query
Microsoft Excel
Alteryx, Inc.
CPA
Data Analysis
Intuit QuickBooks
$250 hourly
- 5.0/5
- (92 jobs)
PROFILE: I am a strategically focused, tech-savvy entrepreneurial executive. My roles have included VC General Partner (GP), Board of Directors, Strategic Advsiory, Operating Executive (Chief Financial Officer (CFO)/Chief Operating Officer (COO)), Investment Banking Equity Analyst and entrepreneurial management. I have broad and deep financial expertise coupled with experience in company strategy, business models, product strategy, financial modeling, pitch decks, capital raising, due-diligence, deal structuring, negotiations and business disputes. Career engagements include Fortune 500 companies (2x), entrepreneurial ventures - bootstrapped (2x) and venture-backed (1x), a venture capital fund (1x), and investment banks (2x). ------- Key deliverables and areas of focus: Founders' economics, startup/start up, seed capital, Series A, Series B, financial model/models/modeling, revenue model, dynamic cost model, staffing model, cap table/capitalization table, charts, dashboards, KPIs, OKRs, business model, pricing model, pricing strategy, go to market strategy, pitch deck, pitchdeck, waterfall analysis, equity, debt, value proposition, unique selling proposition (USP), venture capital/capitalist (VC), private equity (PE), investment funds, term sheets, negotiate/negotiation, deal structure, preferred stock, convertible notes, SAFE notes, commercial bank credit agreements, covenants. financial planning & analysis (FP&A), forecasting, operating budgets (OPEX), capital expenditure budgets (CAPEX), acquisition analysis, liquidity event, pro forma statements, scenario analysis, sales compensation / incentive compensation, and MBO structures. Corporate development, investment bankers/advisors, equity investments, M&A, acquisitions, exit events, partial liquidity events.

Financial Modeling
Fundraising
Executive Summary
Business Modeling
Growth Strategy
Analytics
Corporate Strategy
Business Presentation
Startup Consulting
Venture Capital Consulting
Entrepreneurship
Financial Analysis
Strategy
Business Plan
$75 hourly
- 5.0/5
- (22 jobs)
I worked as an investment analyst and real estate broker where my focus was on sourcing, underwriting, and brokering commercial real estate deals. I enjoy making complex financial information accessible. My recent experience includes: • Developed investment thesis and the business plan for acquiring multi-family assets in the Southeast region • Conducted economic research to select markets and sites for acquisitions • Created proforma acquisition models in Excel • Closed on 2.4m acquisition in December of 2020 • Proforma financial modeling for 2 Build-to-Rent (BTR) developments

Financial Modeling
Industry Knowledge
Market Analysis
Real Estate Financial Modeling
Real Estate Investment Assistance
Investment Research
Real Estate
Financial Analysis
Microsoft Excel
$40 hourly
- 5.0/5
- (3 jobs)
I am a CPA with over 20 years of experience in the fields of accounting, bookkeeping, and financial analysis. I also have a background in auditing as well. Furthermore, I have experience in ERP implementation, as well as with smaller accounting packages such as QuickBooks and XERO. In addition to handling A/P, A/R, and general ledger, I am highly proficient with Excel and other spreadsheet applications, SQL, and financial reporting. I have some tax experience and am looking to grow and develop in that area as well.

Financial Modeling
Microsoft SQL Server
Financial Reporting
QuickBooks Online
Xero
Financial Accounting
Bookkeeping
Accounting Software
Accounting Basics
Numeric Fluency
Bank Reconciliation
Account Reconciliation
Microsoft Excel
Accounts Receivable
$150 hourly
- 5.0/5
- (3 jobs)
I have a decade of experience modeling companies, performing valuation analyses on public/private companies and completing other ad hoc financial analysis. Let me help you: -Put together a 3 statement financial projection model for your new or established business -Create or enhance existing spreadsheets used to track various facets of your business from overall P&L to individual department budgets and goals -Automate areas of your job or company to make data analysis and tracking simple and easy to keep up with -Provide valuable insight into stock market investing strategies; both top-down macro and bottom-up fundamental analysis

Financial Modeling
Financial Projection
Company Valuation
Financial Analysis & Valuation
Financial Analysis
Stock Market
Chartered Financial Analyst
Excel Formula
Microsoft Excel
$90 hourly
- 5.0/5
- (5 jobs)
14+ Years as an Accounting Professional 11+ Years as a CPA specializing in GAAP 6+ Years in public accounting specializing in Audit 9+ Years as a consultant providing CFO & Controller services for small to mid size companies I specialize in GAAP accounting, month-end-close, general ledger clean up, internal controls, cash flow projection models, cash flow management strategies, as well as financial reporting, financial modeling, budgeting and analysis, advising management and leading accounting and finance departments. I'm an expert in Excel and I've worked with the following ERP systems which include NetSuite, QuickBooks Desktop, QuickBooks Online, Full Circle, Sage 50, Sage 100, Sage 500, Sage Intacct, Foundation, and Job Boss

Financial Modeling
Financial Reporting
QuickBooks Online
Budget Management
Month-End Close Assistance
Data Analysis
GAAP
Microsoft Excel
Intuit QuickBooks
$55 hourly
- 5.0/5
- (27 jobs)
Hey there, I'm Benjamin. I have extensive experience in Real Estate Data Analysis, Market and Comps Analysis, Financial Reporting Review, and Portfolio/Project Management. In addition to contracting through Upwork, I've worked in corporate roles for companies including Dogtopia, Brookdale Senior Living, and MTAG Services. My background includes work in asset management, senior housing, real estate divestitures, and property tax liens. I earned degrees in Finance from both Indiana University and the College of Charleston. Please don't hesitate to contact me for further details on my background and experience, or for advice concerning a project. I look forward to working with you!

Financial Modeling
Microsoft Excel
Microsoft PowerPoint
Transaction Data Entry
Project Delivery
Property & Equipment Lease
Transaction Processing
Financial Analysis
Financial Reporting
Due Diligence
Real Estate Appraisal
Mergers & Acquisitions
Property Tax
Executive Summary
Data Analysis
$125 hourly
- 0.0/5
- (0 jobs)
I have 15 years of experience working in public and corporate accounting. I specialize in financial forecasting, financial reporting, cash flow management, and income tax for the SaaS and Real Estate industries. I have worked with high growth SaaS companies ($80+ million in revenue) developing and maintaining operating plans. I work great with Start-Ups. I am a self starter, fast learner, professional, personable, and highly experienced.

Financial Modeling
Financial Reporting
Financial Management
Xero
Financial Accounting
Intuit QuickBooks
Microsoft Excel
Tax Preparation
$150 hourly
- 4.5/5
- (3 jobs)
I am a real estate professional focused on the acquisition of quality, cash flowing buildings as well as the ongoing analysis and maintenance of our 65+ property/$275 million portfolio. My background is in accounting where I hold my Master's of Public Accountancy, but my experience has come from bank lending and real estate acquisitions. My goal is to provide clients on UpWork with detailed financial models of whatever task they need completed. I have modeled finances for every size company from billion dollar public companies while at Deloitte, to small business loans while working as a commercial lender, and now I focus on investments in commercial real estate properties that are valued at somewhere between $5-$40 million. I will model with a focus on your specific needs in any financial situation. I will also provide acquisition knowledge as far as due diligence lists, underwriting tactics, and closing advice. I also have a passion for personal finance and would love to provide family budgets, trackers, etc. that I have created and used for my family. This is strictly a nights/weekend type opportunity for me, but I can turn things around very quickly if that timeline works for you.

Financial Modeling
Real Estate Financial Modeling
Entrepreneurship
Real Estate Investment Assistance
Personal Finance & Wealth Management
Commercial Lending
Strategic Planning
Real Estate Financial Model
Underwriting
Real Estate Acquisition
Personal Business Plan
Finance & Accounting
$120 hourly
- 0.0/5
- (3 jobs)
Experienced financial leader driving company growth through strategic planning, performance evaluation, and efficient operations. Skilled in managing multiple departments, subsidiaries, and international operations. Expertise in budgeting, forecasting, risk mitigation, and compliance. Strong focus on fostering collaboration and alignment across teams. Proficient in optimizing financial systems, managing investments, and ensuring legal and regulatory adherence. Adept at reporting financial results and communicating risk issues.

Financial Modeling
Accounting
Management Accounting
Financial Statement
Fundraising
Community Goals & KPIs
Financial Reporting
Google Workspace
Microsoft Excel
$185 hourly
- 0.0/5
- (1 job)
Professional Overview: With over two decades of rich experience in startups, private equity platforms, and consulting, I have cultivated a diverse skill set that spans across healthcare, financial services, agriculture, food services, distribution, and entertainment. This extensive industry exposure underpins my adaptability and proficiency in applying my expertise to a wide range of business environments, ensuring success and growth in various sectors. Capital Raising and Financial Expertise: A significant aspect of my career has been focused on capital raising, where I have successfully raised $40M from a spectrum of investors including angels, VCs, PE firms, and family offices. My experience in this arena is not just limited to fundraising but extends to creating robust financial models, developing persuasive pitch decks, and executing comprehensive due diligence processes. My work in these areas has been instrumental in facilitating four successful business exits. Strategic M&A and Business Expansion: My expertise in mergers and acquisitions encompasses strategic deal prospecting and comprehensive due diligence. I excel in identifying hidden opportunities and potential synergies through meticulous market analysis, evaluating the financial health, operational efficiencies, and strategic fit of target companies. My due diligence process is thorough, scrutinizing financial statements, legal compliance, risks, and benefits in detail. This strategic approach ensures that each acquisition is not only financially sound but also aligns with long-term strategic goals, facilitating smooth integrations that drive substantial business growth and value. Operational Excellence: Operational efficiency is a cornerstone of my strategy, where I focus on process improvement and cost control without compromising on quality. I have a flair for developing and implementing effective go-to-market strategies and managing product development cycles, ensuring that projects not only meet but exceed their strategic goals. Leadership and Team Building: As a leader, my philosophy revolves around nurturing high-performing teams, fostering a culture of innovation, and maintaining a relentless focus on customer satisfaction. My leadership style is characterized by mentorship, open communication, and a collaborative approach, ensuring that each team member is aligned with the company’s vision and objectives. Commitment to Data-Driven Decision Making: In every venture I undertake, I emphasize a data-driven approach to decision making. By leveraging market insights and analytics, I ensure that every strategic move is well-informed and aligned with broader business objectives. This methodology has consistently resulted in increased efficiency, profitability, and market presence for the businesses I have led. Looking Forward: As I continue to engage in new ventures and consulting roles, I bring this wealth of experience, a proven track record, and a versatile skill set to the table. My goal is to partner with forward-thinking companies and entrepreneurs, providing strategic guidance and operational expertise to transform visionary ideas into profitable and sustainable businesses.

Financial Modeling
Business Development
Marketing Consulting
Growth Hacking
Lean Consulting
Fundraising Presentation
Fundraising
Data Modeling
Mergers & Acquisitions
Go-to-Market Strategy
Business Analysis
Data Analysis
Strategy
Process Improvement
Continuous Improvement
$53 hourly
- 0.0/5
- (0 jobs)
CFA Charter Holder - Buy Side & Sell Side Exp. - Former NYC M&A Associate - Current Valuation Consultant Over the course of my career, I've valued hundreds of companies across most industries as both a buy-side analyst and third-party consultant assisting sell-side clients. I've learned from and mastered proprietary valuation models across a number of firms and developed underwriting and LBO models currently in use by national PE roll ups. My valuation experience spans multiple deliverables: equity valuations (income approach, market approach, and cost approach), brand name valuation and other intangibles, derivatives, purchase price allocations, debt instruments, and other consulting work. I also have experience in pitching transactions and drafting CIMs, Pitch Decks, and other deliverables. My reason for UpWork is to generate some additional personal income, maintain freedom over my work schedule, and sharpen my analytical skills by confronting new challenges.

Financial Modeling
Content Writing
Brand Research
Equity Research
Financial Consulting
Financial Analysis & Valuation
Business Valuation
$45 hourly
- 0.0/5
- (0 jobs)
I specialize in designing user-friendly financial models that help Fund / SPV Managers and make data-driven decisions. My strength lies in simplifying complex topics and modeling. Given my time in the private equity real estate industry, I've organically developed tools to help fund-of-fund managers or SPV (special purpose vehicle) managers have clarity on their compensation, the net returns to investors, and the fund economics. My Core Solutions Includes: ✅ Customizable Excel-based financial modeling for fund-of-funds investments in real estate. ✅ Detailed cash flow and IRR analyses to evaluate investment opportunities. ✅ Fund-of-Funds (FoF) vs. Direct Investment comparison tools. Why Choose Me? ✅ Industry Expertise: Deep understanding of private equity and real estate investments. ✅ Efficiency: I simplify complex calculations and deliver insights quickly. ✅ Collaborative Approach: Clear communication, responsiveness, and a commitment to your success. Whether you’re looking for a pre-built tool, customized solution, or full-service investment analysis, I’m here to help streamline your financial processes and deliver results. Let’s work together to achieve your goals. Contact me today to discuss your project!

Financial Modeling
Scenario Planning
Fund Accounting
Private Equity
Real Estate Financial Modeling
$22 hourly
- 5.0/5
- (1 job)
A graduate of Missouri State University with an interest in financial/data analytics, corporate finance and business intelligence. Currently working as a Financial Analyst at an organization in Memphis, TN. I am responsible for conducting financial analysis for all functions and projects of the company. Certificate holder of Financial Modeling & Valuation Analyst (FMVA)® Certified Management Accountant

Financial Modeling
Budget Management
Microsoft Power BI Data Visualization
Financial Planning
Microsoft Power BI
Financial Analysis
SQL
$225 hourly
- 4.4/5
- (76 jobs)
>$1Bn raised.🤑 Web3 expert. Crypto jobs since 2016. 💹 800%+ ROI marketer. Award-winning writer.🏆 Certified FMVA. “If you're on the fence about Matthew, get down immediately, pull out your wallet, and hire him. You'll be glad you did." —$65k client 🗣️ Pitch deck & planning client who raised $100M: "<...> Accepted first round, no revisions."🗣️ **** 💵 Seeking funding? I have helped my clients raise more than $1Bn since 2017 across more than 30 startups and 30+ verticals—running as many as 10 projects in tandem. My average raise: $20M across 30-60 days. If I could spend every dollar I’ve raised, I could buy a new Lambo Aventador EVERY DAY for the next five years. *** 🦉 Are you a startup? I have experience with 50+ startups as well as Fortune 500, Fortune 100, and Fortune 50 clients. Not only do I understand what goes into building a sustainable business, I have internalized it as an instinct. My gut feeling= everyone’s gain. ** 📢 Seeking attention? I’ve consistently delivered on marketing campaigns with an 800%+ ROI (averaged over five years). $3M added revenue in my first year as CMO of IBC Group. Becoming a fractional CMO has empowered me to benefit a more people at once—some have said that “Matthew can do more himself in one ten-hour week than most full-time marketing teams can do in two.”🔥🤯 * ⏱️Time is the one currency you can never get more of. The only way to increase your wealth is to spend time more wisely. By investing in expertise, you can feel confident that everyone’s time is being well-spent. I will always respect your time first and foremost, and I have deep gratitude for clients who do the same for me. ➡️➡️➡️Ready? Reach out via chat or book a consultation call via my profile. Let’s change the world together. ✌️🌐🌳 Please note, I ONLY work with projects that are ethically-aligned with my philosophies. That means projects that do not devalue the life or time of any creature, projects with real substance (however it may be derived. Even silly can be substantial). Projects that are willing to walk away if a bad actor approaches with an enticing deal and ones that seek to offer benefit more than they seek to have control. Loyalty, honesty, meaning, and respect are non-negotiables for me. If this resonates with you, let’s talk. 📱 *** 🔬Details about myself and my primary offerings: 🥇🗻🪨I’m in the top 1% of talent on Upwork. That’s how I got my shiny “Expert-Vetted Talent” badge at the top of my profile. That means that after meeting the 1% pre-requisite, I have also had discussions with Upwork staff who have verified my expertise. 💵 Fundraising consulting & financial services I am a… Certified FMVA. Fundraising dossier attached to my profile. I am on the path to becoming a fully-licensed, independent FINRA general securities principal and broker-dealer. Fundraising consulting Fundraising readiness Investor outreach Investor relationship management Investor materials (investor decks, white papers, cut sheets / one-pagers) Financial modeling and valuation Business planning and optimization 🦉Startup consulting I am an… expert on startup culture and what it takes to go from and idea to a hundreds of millions of dollars business. Startup consulting Hiring consulting Planning and processes consulting Partnership opportunities Authority building 📢 Marketing & Marketing Consulting I am a… 800+% ROI marketer and a fractional executive. Fractional CMO functions NFT & web3 marketing Marketing plan and strategy planning Guidance on novel approaches to influencer marketing Marketing materials such as playbooks and case studies Content creation for articles, PR, newsletters + Copywriting Marketing process optimization General marketing consulting I also have close connections with designers in the web3 space who can build out additional marketing materials, landing pages, branding materials, etc. *** Need something not listed here but that you think would be a good fit for my skills? Those are some of the best projects. Please reach out. * 💹 Ready to see some momentum? 📨 Send me an invitation, 💬 start a chat, 📗 or book a consultation right from my Upwork projects. *** ** *

Financial Modeling
Financial Writing
Marketing
Startup Consulting
Business Valuation
Metaverse
Venture Capital Consulting
Venture Capital
Web3
Pitch Deck
Fundraising
Marketing Strategy
Business Analysis
Business Plan
Financial Analysis
$150 hourly
- 5.0/5
- (5 jobs)
We have decades of experience helping business owners, boards, and executives build and grow profitable businesses that lead to an exit or higher shareholder returns. We approach your business with the mindset that we are also an owner and do whatever we can to accelerate results. We are specialists in driving growth in startups, middle-market private equity, and public company environments. We determine the right defensible strategy, define the product vision spec, validate it with customer development, and write requirements to drive organizational velocity and shareholder returns. We have experience with 10+ private equity funds and 30+ portfolio companies performing product and technology diligence and post-close value creation for operational execution as an interim executive. Financial Modeling Capital providers want to understand how much it costs your company to acquire and retain users, your pricing strategy, growth prospects, and profitability over time. Our financial models are simple but powerful, showing 3-year monthly summaries of users, pricing, income statements, cash flows, metrics, charts, and scenario analysis based on dynamic inputs.

Financial Modeling
Project Management
Blog Writing
Business Plan
Information Architecture
Technical Writing
Product Management
Analytics
Business Valuation
$100 hourly
- 0.0/5
- (1 job)
Having trouble finding a great quality Financial Professional? Eliminate the need to hire that position by allowing me to build, integrate, automate and streamline your Financial Reporting. —Highly experienced in data modeling and integrating multiple data source components to streamline financial reporting and deliver significant savings —Proven track record for finding cost savings and implementing steps to completion —12+ years of progressive experience leading financial and accounting activities —Strong interpersonal skills establishing rapport with all levels of staff and management —Advanced skills in Excel and PowerBI

Financial Modeling
Microsoft Excel
Microsoft Power BI Data Visualization
Microsoft Power BI Development
Financial Management
Financial Analysis & Valuation
Data Visualization
Budget Visualization
Financial Analysis
Finance & Accounting
Data Modeling
Automation
Streamline
System Automation
Financial Report
$200 hourly
- 0.0/5
- (0 jobs)
Finance professional with extensive M&A and corporate financial planning & analysis experience. Engagements include execution of business partnerships, mergers & acquisitions, joint ventures, capital raising, solvency & fairness opinions, and business valuations. Specialties: Mergers & Acquisitions, Transaction Due Diligence, Financial Modeling & Analysis, Valuation, Risk Analysis, Process Improvement

Financial Modeling
Investment Strategy
Investment Banking
Private Equity
Financial Analysis
Finance
Analytical Presentation
Forecasting
Pitchbook
Due Diligence
Microsoft PowerPoint
Microsoft Excel
Legal Agreement
Valuation
Mergers & Acquisitions
$25 hourly
- 0.0/5
- (0 jobs)
Hello! I have worked across a plethora of different fields/industries. I studied Finance at the University of Minnesota, and worked as a project manager for software implementation/analysis, marketing for a technology start-up, boutique analytics/financial modeling for a F500 company, account management for a technology company as well as in restructuring of debt/restructuring collateral positions for large clients ($1M plus in exposure). After that, I went to community banking, helping analyze and secure lending for small businesses, providing financing from $20k-$2.5M in the form of LOC's, RLOC's, Investment Real Estate Analysis, including Cap Rate/Cash Flow and EBITDA analysis and stressed analysis. I also worked as in an Analyst II role for a large SBA lender, and currently work in Credit/Risk for a F100 company analyzing customer/corporate financials. I know exactly what banks are looking for to secure loans, and can advise small businesses on how to properly secure financing (SBA or Traditional) and educate them on their best routes to take. I am willing to provide financial analysis and bank presentations to secure financing as well as analyzing potential buys. I also can help properly lever your company in order to maximize growth and earnings potential. I can provide any service from management/strategic consulting or any sort of necessary analytic work.

Financial Modeling
Cash Flow Analysis
Light Bookkeeping
Marketing Strategy
Cash Flow Modeling
Cash Flow Statement
Business Consulting
Valuation
Financial Analysis
Business Plan
$13 hourly
- 0.0/5
- (0 jobs)
Experienced professional with a background in business. Proven track record of strong academics with a 3.96 GPA. Strong organizational skills, team work, and ability to follow instructions. Committed to continuously improving and delivering results. Seeking new opportunities to apply myself and expand my adaptability by mastering new tasks.

Financial Modeling
Financial Analysis
Valuation
Real Estate Investment Assistance
Accounting Report Creation
Audio Transcription
Typing
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