Hire the best Financial Modelers in Texas
Check out Financial Modelers in Texas with the skills you need for your next job.
- $97 hourly
- 5.0/5
- (5 jobs)
Hey there! Let’s be real for a moment—does it feel like your business is stuck in a cycle of outdated processes and inefficiencies? Maybe your CRM isn’t pulling its weight, or your marketing campaigns aren’t delivering the results you know they could. And while you're busy trying to keep everything running, competitors who’ve embraced AI and automation are sprinting ahead. It’s frustrating, right? These kinds of issues can cost you valuable time, energy, and money. Think about this: what if your team didn’t have to waste hours on manual tasks? What if your campaigns were organized, effective, and actually worked for you, not against you? Missing leads and delayed decisions wouldn’t just be an issue—they’d be a thing of the past. Meanwhile, those competitors? You’d be the one setting the pace, not catching up. Here’s the good news: that’s all fixable. Imagine having seamless operations where your CRM is fully optimized, marketing campaigns practically run on autopilot, and every decision you make is backed by rock-solid data. That’s the transformation I help businesses achieve. Here’s how I can make it happen: 1. Turn inefficiency into growth with automation strategies built specifically for your business. 2. Make smarter decisions using data tools. 3. Align your goals with results, creating campaigns and systems that drive real ROI. 4. Leverage proven expertise from working with industries like Travel, Hospitality, Tech, Health, Retail, Legal, Real Estate, Solar, SaaS, and more to help you scale sustainably. If this sounds like the kind of change you’ve been looking for, let’s chat! I’d love to help you turn those frustrations into exciting opportunities for growth. Let’s make it happen!Financial Modeling
KPI Metric DevelopmentMicrosoft Power BIMicrosoft ExcelSQLGoogle AnalyticsWeb AnalyticsLooker StudioBigQueryData VisualizationCRM AutomationBrand StrategyBusiness DevelopmentLead GenerationSales Funnel ImplementationDigital Marketing StrategyEcommerce Development ConsultationAI Product ManagementProduct ManagementMarket ResearchData AnalysisBusiness AnalysisProject ManagementStrategic Planning - $100 hourly
- 5.0/5
- (24 jobs)
I am a licensed CPA (US) with 15+ years of experience in providing comprehensive financial services (I have my own CPA practice https:/uakcpa.com) . My expertise lies in 'Audit/Reviiew/compilation of financial statements , tax returns (Corporarte and individuals), Financial modeling, Projections, Budgeting, Quality of Earnings Certifying and issuing letter for mortgage/contract bidding and otger purposes, financial analysis, accounting and bookkeeping, handling debt refinancing etc., and I am committed to delivering accurate, timely, and insightful financial solutions. What I Offer: Audit/Review/Compilation: I have my own CPA practice and provide audit/review, and compilation services clients accross various industries Tax Services: I prepare and submit tax returns for individuals and corporates (1040, 1065, 1120, 1120s etc. Financial Analysis: Proven ability to analyze financial statements, identify trends, and provide strategic recommendations. Financial modeling: Assist client in financial projections, budget settings and other ratios etc analytical work for their banking or compliance requirements Bookkeeping: Proficient in maintaining accurate financial records and reconciling accounts. Debt refinancing: Assisting clients in handling debt refinancing with the financial institutions Consulting: Advisory services tailored to improve financial processes and maximize profitability. CPA certifying letter: Issuing cetifying letters to clients for multiple purposes including morgage, loans, rentals, and state applications for different purposes. Why Choose Me? Professionalism: Dedicated to high-quality work, confidentiality, and ethical standards. Client-Centric Approach: Tailoring services to meet your specific needs and objectives. Efficiency: Delivering results promptly without compromising accuracy.Financial Modeling
Intuit QuickBooksRefinancingReport WritingQuickBooks OnlineBookkeepingTaxesFinancial StatementFinancial ReportingAccountingFinancial AuditFinancial AccountingGAAP - $150 hourly
- 5.0/5
- (7 jobs)
With extensive Big 5 experience and an entrepreneurial mindset, I specialize in driving financial growth and optimizing operations. Renowned for enhancing corporate finance, I champion acquisition strategies and valuations that bolster business efficiency and profitability. As a finance transformation leader and integration specialist, I excel at financial planning and analysis (FP&A), delivering cost reduction, and maintaining compliance within dynamic market environments. Data-Driven Financial Analysis & Reporting: Adept at financial analysis, I'm committed to accurate and compliant GAAP financial reporting, skillfully managing the preparation of financial statements. My financial dashboard design accelerates decision-making through key performance indicators (KPIs), return on investment (ROI) analytics, and comprehensive revenue forecasting. Budget Development & Financial Forecasting Expertise: I empower executives with budget management, variance analysis, and financial forecasts, striving for financial stability and increased EBITDA. With a focus on treasury management, I devise cash flow forecasts and long-term financial projections addressing liquidity management and fiscal sustainability. Acquisition Due Diligence and Capital Investment Planning: I am a due diligence expert and capital investment strategist, skilled in mergers and acquisitions (M&A), ensuring the reliability of financials and sophisticated financial modeling to evaluate investment opportunities and internal rate of return (IRR). Robust Internal Control Systems & SOX Compliance: I design and enforce operational controls with a flair for risk management, targeting reduction in fraud and ensuring Sarbanes-Oxley (SOX) compliance. My internal audit practices and financial policies enhance corporate governance for high-value entities within publicly listed companies. Transformational Leadership & Team Building: As a change agent, I have achieved significant profit growth and sales enhancement by fostering innovation and teamwork. My leadership in talent management and human resources has notably decreased turnover rates, underscoring my commitment to workforce diversity and inclusion initiatives. Technical Proficiency: I am proficient in an array of financial software applications, including: • Microsoft Excel and Office Suite • QuickBooks (Desktop & Online) • Sage Intacct (Cloud Accounting) • Bill.com (AP/AR Automation) • HubSpot (CRM & Sales) • BuilderTrend (Construction Management) • Shopware (Ecommerce Platform) • Service Fusion (Construction Management) • Kartra (Ecommerce Platform) Through strategic insight and financial stewardship, I offer more than expertise—I provide progressive leadership to guide businesses towards groundbreaking success.Financial Modeling
Budgeting & Forecasting SoftwareManagement AccountingCPATaxesFinancial ReportingStrategyMicrosoft OfficeAnalytical PresentationAccountingInternal ControlIntuit QuickBooksGAAPSageFinancial Variance Analysis - $50 hourly
- 5.0/5
- (19 jobs)
Goal-oriented individual with applied mathematics, statistics, finance, and programming languages background that strives to excel in all given tasks. Has strong financial knowledge with skilled analytics, modeling, and valuation. Adapts quickly to all work environments while maintaining a high level of accuracy and ensures timely completion of deadlines.Financial Modeling
Data AnalyticsData AnalysisStrategic PlanPresentation DesignFinance & AccountingExcel FormulaFinancial AnalysisAnalyticsFinancial PlanningInvestment ResearchInformation AnalysisMicrosoft ExcelData Entry - $200 hourly
- 5.0/5
- (3 jobs)
Focus on your business, leave finances to the experts. Your financial expertise on-demand - so you don’t waste time with spreadsheets. 🏆 17 years of experience in the financial sector holding investment banking and corporate lending positions at internationally recognized banking institutions including UniCredit and Societe Generale 🏆CFA Charterholder since 2013 I can help with the following: ✅ Financial Forecasting ✅ Financial Modeling ✅ Budgeting ✅ Cleaning up Historical Accounting ✅ Preparing for a Strategic Transaction ✅ Raising Capital (Debt/Equity) ✅ Resolving Cash Flow Challenges What my clients say about me: ★ Leveraging Stan's service has been much more cost-effective than hiring a full-time CFO would have been. We only pay for what we need, when we need it, without having to worry about the overhead costs of hiring a full-time employee ★ I can confidently say that partnering with Stan has been a game-changer for our business. His ability to provide us with a clear financial picture, along with his professional guidance, has led to better management decisions I possess extensive expertise across various sectors: • Consumer goods • E-commerce • SaaS • Fintech • Financial Institutions • Oil&Gas • Semiconductors • Car Dealers Next steps: 🟢 Click the green ‘Invite to Job’ button in the top right-hand cornerFinancial Modeling
FinTechInvestment ResearchMergers & AcquisitionsInvestment BankingFundraisingManagement AccountingManagement ConsultingCorporate FinanceFinancial ConsultingFinancial Analysis & ValuationFinancial ReportingMicrosoft ExcelPresentationsFinancial Projection - $250 hourly
- 5.0/5
- (30 jobs)
⭐️ M&A and capital raising expert with more than $10 billion in closed transactions ⭐️ 8 years IB and PE experience (LMM, MM and Wall Street) ⭐️ Extensive experience leading and executing buy and build investment strategies ⭐️ Active independent sponsor, private equity investor, and real estate investor ⭐️ Recently closed a personal deal raising $45m in debt and equity (December 2023) ⭐️ Focused on building long-term relationships and engagements Throughout my career, I have worked with many fortune 500 companies, elite private equity funds, and founder owned businesses on sell-side and buy-side engagements, debt and equity capital raising, strategic roadmaps, and corporate strategy. These experiences have equipped me with the required skillsets and knowledge to deliver exceptional results on every project. If you are looking to evaluate an investment opportunity, buy a business, conduct due diligence, build a financial model, create an investment presentation, conduct complex data analysis, raise capital, conduct a valuation on your business, or determine what you should pay for another business, I can help. I can help through all stages of acquiring a business beginning with the thesis and how to go about sourcing deals all the way through transaction structuring and close. I am very responsive, have clear communication and will be very upfront on what I can do for you and how I can help. Specific Focus Areas: ✅ Comprehensive M&A and business buying support: strategy and services ✅ Capital Raising: debt and equity for initial acquisitions or addons ✅ M&A Support: transaction structuring and negotiating, target and buyer screening lists and research ✅ Valuation Support Services: Individual business valuations, LBO, DCF, public comps, precedent private M&A transactions ✅ Capital Raising Preparation: Debt and Equity, inclusive of SBA loan applications and placement ✅ Capital Raising Presentations: Wall Street quality pitch books, teasers, investor presentations ✅ Complex Financial Modeling & Analysis: three-statement models, operating models, budgeting, forecasting ✅ Operational Analysis: customer and project databases, cohort and trend analysis ✅ Due Diligence Support: financial analysis, industry research, process management ✅ Search Fund Advising; Excel and PowerPoint Clean up; Market Research ✅ Business Coaching, Strategy and Advising Please feel free to get in touch if I can be of assistanceFinancial Modeling
FundraisingFundraising PresentationFinance & AccountingCorporate FinanceCapital MarketsBusiness StrategyPersonal Finance & Wealth ManagementMicrosoft PowerPointInvestment StrategyInvestment ResearchFinancial Analysis & ValuationPrivate EquityMergers & AcquisitionsInvestment Banking - $50 hourly
- 5.0/5
- (11 jobs)
Let’s be real: managing your finances shouldn’t be a headache. With over 15 years of experience in Accounting and Financing, I specialize in Bookkeeping and Financial Analysis for small, online-based businesses. From organizing messy books to strategic CFO-level advice, I’ve got you covered. 💡 What I Do Best: Accurate Bookkeeping: Get clean, reliable books—no fluff, no drama. CFO-Level Strategy: Real talk and real numbers to guide your business growth. Financial Reporting That Makes Sense: Monthly and quarterly insights without jargon. Payroll Without Pain: I handle it so you don’t have to. Software Expertise: QuickBooks Online, Xero, Gusto, Wave—certified and ready to go. 💡 Why Hire Me? I get things done. Period. Transparent —no hidden fees or confusing jargon. Focused on results that help your business thrive. Ready to stop stressing about your finances? Let’s discuss how my skills and experience can benefit your business.Financial Modeling
QuickBooks OnlineGustoXeroFinancial ReportingWave AccountingCost AccountingTax AccountingAccount ManagementAccounts ReceivableAccounts PayableAccount ReconciliationBudgeting & Forecasting SoftwareBookkeepingAccounting - $125 hourly
- 5.0/5
- (186 jobs)
Welcome! I specialize in helping managers overcome their business challenges with creative solutions that I develop with Microsoft Excel and Visual Basic. In a career working internationally as an accountant and business analyst for S&P 500 companies, I have practiced my skills in a variety of disciplines, from Accounting & Reporting to Financial Planning; from Taxation to Compliance; and from Enterprise Resource Planning (ERP) implementation to Business Process Improvement. I am motivated to see my clients operate more efficiently and to make better decisions faster. Please see my service offerings below, view my video, and check-out some of my models in the Portfolio section of my profile. I am very personable and want to learn how I can be of assistance to you! ◊ Service Offerings ◊ Financial Modeling: • Integrated/Three Statements Enterprise Planning • Capitalization Table • Taxation • Reporting • Debt Management • Personal Finance Valuation: • Monte Carlo Simulation • Discounted Cash Flow Analysis • Abnormal Earnings/Residual Income Management & Decision-making Tools: • Business Process Automation • Pricing • Form Automation • Dashboards & Performance Measurement • Data Visualization • Optimization • Decision Tree • SchedulingFinancial Modeling
Financial PlanningCorporate FinanceBusiness AnalysisVenture Capital ConsultingCompany ValuationFinancial ReportingVisual BasicBusiness ValuationFinancial AnalysisData VisualizationCash Flow AnalysisFinancial ProjectionMicrosoft Excel - $200 hourly
- 5.0/5
- (144 jobs)
I have 20 years designing and leading strategic, multi-discipline, enterprise-wide programs, managing $100M+ budgets, encompassing 500 staff across 90 countries. I have built and sold companies, expanded internationally, acquired patents, and raised funding for start-ups, pre-revenue and beyond. My current and ongoing clients include Angels and VC’s, for whom I perform due diligence of deals. I’m lucky therefore to truly understand what we/they look for, and can help you meet their standards, avoid the traps, and maximize your bargaining potential. I advise clients ranging from the boot-strapped, pre-revenue entrepreneurs, up to $1BN recurring revenue corporations. That work typically comprises strategy development, business planning, financial projections, and valuations. No matter the project, I’ll guide you through every step and take as much off of your plate as I can, while always ensuring you are fully informed of my progress and that you understand key decision points. On an hourly basis I charge $200 per hour. However, if you require specific items, I typically fix-bid those projects, a non-exhaustive list of which is noted below, along with starting costs: - Business plans, including pro forma financial projections $6,000 - Financial pro forma projections $3,000 - Full raise package (business plan, projections, pitch deck* and investor memo*) $7,000 - Buy/sell side valuations starting at $1000 (DCF + Multiplier) & $2,500+ custom/detail - Pitch deck $1,500 (exclusive of financial projections) * - Pitch deck $4,000 (inclusive of detailed financial projections) * * Inclusive of all content, and basic design principles, but excludes deep design e.g., creation of style guide, logos, graphics, and pictures. I relish the opportunity to discuss further the benefit I can bring to you while uncovering more about your upcoming projects and challenges. Detailed references are available upon request.Financial Modeling
Project ManagementBusiness ValuationVenture Capital ConsultingFinancial AccountingStartup ConsultingBusiness PlanBusiness ConsultingBusiness Analysis - $75 hourly
- 5.0/5
- (40 jobs)
▶️ Experience 🏗️ 8+ years in the construction industry (commercial and residential) 📊 2+ years of real estate financial modeling experience 🏘️ 3+ years of self managing 6 short term rentals in TX and CA (Acquisition, Setup & Launch, Property & Asset Management) ▶️ Services Offered: ✅ Construction Cost Estimating ✅ Construction Administration & Owner’s Rep ✅ Real Estate Financial Modeling ✅ Underwriting and Due-Diligence of Real Estate Acquisitions ✅ Asset Management ▶️ Skills and Competencies: ✅ Experienced analyst with track record as an operator and owner of real estate ✅ Realistic estimation of project costs and timelines ✅ Holistic analysis and dependable financial picture for your venture ▶️ Commitment to Excellence: ✅ Client-centric approach ✅ Expertise to bring visions to fruition ✅ Ensuring project success every step of the way "You can get helpful assistance quickly, but expect a full solution to take time" - Byron Gangnes Talk Soon!Financial Modeling
Budget PlanningBudget ManagementCost ControlAcquisitionsPre-ConstructionConstructionConstruction EstimatingFinancial AnalysisUnderwritingReal Estate Financial ModelReal Estate AcquisitionReal EstateConstruction ManagementCost Analysis - $75 hourly
- 5.0/5
- (3 jobs)
With 15 years of experience as an operator and financial strategist, I've leveraged my hands on experience overseeing diversified portfolios with holdings in real estate, technology, infrastructure, agriculture, and energy. My comprehensive international experience extends to successful investments in Northern Europe and Switzerland, with additional financial consulting engagements in the Baltics and Rwanda. In my dual role as an operator and financial director, I've implemented cross functional management systems, designed value creation strategies, and driven two successful exits. With a passion for education and working with leadership, I've built transferrable processes, models, and skillsets adopted by both early stage start up founders as well as seasoned c-suite teams.Financial Modeling
Business ConsultingCorporate StrategySales PresentationMarketing PresentationBusiness OperationsFinancial ProjectionOperational PlanStrategic PlanningDue DiligenceExecutive CoachingFinancial Analysis & ValuationInvestment PreparationBusiness Proposal WritingBusiness ValuationBusiness Plan - $150 hourly
- 4.9/5
- (41 jobs)
✅ Microsoft Certified Solutions Expert (MCSE) Power BI Consultant with 9+ years of professional experience designing & developing custom Business Intelligence solutions | Business Intelligence Consultant with extensive experience in Microsoft Power BI & Excel. I’m extremely passionate in my ability to meticulously help my clients define and interpret business requirements, and then create high-impact BI solutions that drive business value. Some of the areas of expertise I offer on the MSBI stack include: • Connecting to heterogeneous data sources (i.e. Excel, SQL Server, Dynamics 365, MS Access, SharePoint, CSV, Text, XML/JSON files) • Modeling and Cleansing data via Power Query, Data Flows (Gen2), and Azure Data Factory • Implementing data warehousing solutions via Azure Synapse and Microsoft Fabric • Creating and managing table query relationships • Performing pivot table data analysis via Power Pivot • Calculating performance KPI metrics using highly efficient DAX formulas • Developing high-impact visual reports with modern dashboard designs • Configuring dashboards, reports, and apps in Power BI Service for user consumption • Implementing data governance strategy and row-level security (RLS) policies I’ve successfully implemented custom reporting analytics solutions for Fortune 500 enterprise clients such as: ✅ PepsiCo ✅ Johnson & Johnson ✅ Mercedes-Benz I’ve also included a broad portfolio below of some custom reports I’ve developed in the past. 💡WHY SHOULD YOU WORK WITH ME OVER OTHERS? 💡 ☑️ Value: I pride myself in over-delivering for my clients. I carry my passion for the work that I produce into each and every engagement. ☑️ Responsiveness: Keeping all vital lines of communication with my clients open during all available hours ☑️ Persistence: Ensuring that a successful outcome is delivered regardless of the number of iterations that need to take place. ☑️ Client Feedback: My main mission is to focus on providing value to ALL of my clients and earn their trust in the process. I believe my job feedback score reflects the value I bring to the market and I take all client input/feedback very seriously as a result. Please don’t hesitate to reach out so that we can work collectively to meet all of your business needs. Schedule a consultation today to see if we're a fit to work together, I look forward to chatting with you and your team!Financial Modeling
Microsoft AzurePythonMicrosoft ExcelTableauFinancial ReportMicrosoft Power BIFinancial AnalysisSQLData AnalysisPower QueryFinancial ReportingFinancial PlanningBusiness Intelligence - $150 hourly
- 5.0/5
- (3 jobs)
I have advised and invested in some of the of the most successful technology businesses, including SaaS unicorns. I am an MBA graduate of Columbia Business School, a former private equity investor ($8 billion in assets under management), investment banker, and CPA at a Big 4 accounting firm (KPMG). As an investor, I have helped execute investments valued at +$1 billion and evaluated more than 200 companies in the software space. As a TechStars Mentor, I have worked side by side with several ambitious startup founders, advising them on the best approach (pitch, pitch deck, financials) to dominating Demo Day. I enjoy freelancing to contribute my knowledge and skills to others while building my own venture in artificial intelligence outsourcing/staff augmentation. During our time together I can help with: - Financial planning and analysis - Constructing detailed financial and valuation models - Identifying and contacting high probability investors - Building compelling pitch decks to support funding - Evaluating potential acquisitions My style is very laid back. My mantra is “do what you say you’re going to do long after the mood in which you said it has disappeared.”Financial Modeling
Artificial IntelligenceBusiness ValuationSalesFundraisingSales LeadershipVenture Capital ConsultingPrivate EquityFinancial Accounting - $125 hourly
- 4.9/5
- (215 jobs)
Certified Public Accountant with long history in both Public Accounting and the Private Sector with Financial Statement Preparation, Tax Preparation, and Forecasting.Financial Modeling
ResumeBookkeepingFinancial StatementCPAForecastingBudget ManagementTax ReturnIntuit QuickBooks - $50 hourly
- 4.9/5
- (22 jobs)
As a former accounting and financial professional, I spent numerous years analyzing data and identifying inefficiencies in high-pressure environments. Driven by a passion for automating manual processes and improving operational efficiency, I transitioned into software engineering through self-study and a quick-learning approach. To further enhance my technical expertise, I enrolled in a master’s program in Computer Engineering. With a proven track record of delivering measurable results in fast-paced and uncertain environments, I now leverage both my financial acumen and technical skills to create innovative solutions. PROJECT EXAMPLE (Express App in Node.js): ● Developed an Express app in Node.js for transactional analysis, reducing manual work from 8 hours to 1 hour (87.5%-time savings) ● Handled GET/POST requests, integrated OAuth authentication to QuickBooks online (accounting software). ● Postgres database interaction to help identify incorrect transactions ● Implemented file upload feature for bulk transaction posting ● Utilized Node.js, OAuth, API development, file parsing, database management, and SQL queries SQL | JavaScript | Python | Postgres | HTML | PowerBIFinancial Modeling
Accounting Principles & PracticesFinance & AccountingForecastingInternational Accounting StandardsIntuit QuickBooks - $50 hourly
- 4.8/5
- (68 jobs)
I am an accomplished Tax Professional with 28 years experience in business and personal taxes. *If you give me 10 min, I might save you 10K if not more ! *I promise to manage your project from start to finish . *I keep constant communication with my clients and this is very important to my work ethic.Financial Modeling
KPI Metric DevelopmentTax Planning & AdvisoryBusiness AnalysisUS TaxationBookkeepingPayroll AccountingOracle NetSuiteCash Flow StatementBalance SheetIntuit QuickBooksBank ReconciliationIncome StatementTax Preparation - $65 hourly
- 5.0/5
- (20 jobs)
☑️ Master-Degree Educated ☑️ Big-Bank Trained ☑️ 10+ Year Experienced Part Time CFO and Management Consultant, specialized in helping Small Enterprises and Startups improve their Strategy, Operations, and Financial Analysis. ✉️ Hyper Responsive | 💲Willing to Work with Tight Budgets | ⌚ Available Sun. - Thu. I've helped founders develop businesses ranging from private equity-funded SaaS companies, graphic design studios, medical supply distributors, social media management agencies, to specialized consultancies. My comprehensive approach is "strategy first" to ensure that my client's have a path forward that informs all other financial, operational, and regulatory work they need. Here Are Some Services I Provide: - Financial Management Advising - Financial Statement Creation - Profitability & Cash Flow Analysis - Projections/Forecasting & Financial Modeling - DCF Financial Analysis - Business Strategy Development & Mapping - Technology Implementation - Industry and Competitor Analysis - Regulatory Compliance Research & Advising DISCLAIMER: I cannot provide legal advice or act as a legal representative or counsel as part of regulatory compliance workFinancial Modeling
ForecastingBusiness ResearchStartup ConsultingFinancial StatementBusiness StrategyBusiness PlanPro Forma StatementFinancial ProjectionFinancial AnalysisFinancial PlanningFinancial ReportingCash Flow AnalysisIndustry ResearchFinance & Accounting - $100 hourly
- 5.0/5
- (20 jobs)
I have enjoyed building financial models for nearly 20 years, and I would love to help your organization crystallize its financial future. I specialize in “turning the story into numbers” and build custom Excel and Google models that input variables specific to your organization and automatically return universally accepted financial statements and cash plans. My process aims to quickly learn your needs, stay highly communicative throughout the build, very clearly convey what finished product you will receive, and remain available for free questions/answers and model tweaks after delivery. My models have been used by a very wide range of organizations and purposes, and the quality of my work is evidenced by how frequently I establish long term relationships with partners. Below is just a small sampling of repeat consultant or employment partnerships: •Alaskan restaurant franchise using my financial models to target nationwide expansion (CFO consultancy) •CEO of a $10b company using my financial models to identify disaster recovery risk •Kenyan bamboo startup using my financial models to secure international grants •$3m Washington, DC tech startup using my financial models to establish financial foundation (CFO consultancy) •California student housing platform using my financial models to secure advanced funding rounds If your organization has an operational vision, but needs help translating that into an actionable financial plan, let’s talk. I look forward to solving your modeling needs. JeffFinancial Modeling
Financial AnalysisFinancial ManagementBusiness CasesFinancial AccountingPresentationsMicrosoft ExcelCost Analysis - $167 hourly
- 5.0/5
- (24 jobs)
Let me streamline your business or help you start one! I am a CFA charter holder with experience as a CFO and a knack for financial modeling. I specialize in developing highly customized and automated models and systems related to finance, operations, project management, and data. My goal is to provide you with bespoke tools for managing your business that can replace costly software and subscription-based services. I have worked with businesses and on investments across a wide range of industries -- Much of my experience has been related to real estate, but I have worked on everything from cruise lines to crypto and everything in between! I can help you... - Create a new set of financial models for your business or enterprise. - Develop an underwriting model for your recurring projects. - Design a system to collect, model, and analyze data generated from your investments and day-to-day operations. - Generate internal systems to cut down on unnecessary recurring software expenses. - Automate administrative processes to enhance your operational efficiency. - Identify and solve your operational inefficiencies. - Create value-add by evaluating what you may currently consider to be useless data. Let me build you models and systems that are… - Automated and user-friendly. - Fully customizable to reflect project variation and future changes to your business or investment. - Able to reflect a wide range of scenarios and cases. - Highly detailed to allow you to “dig in” and collapsible to allow you to focus on the big picture. - Complete with a fully customizable set of exports for internal use or external distribution. - Designed to be easily updated when individual inputs or your entire business model changes.Financial Modeling
Business ConsultingSystems ModelingReal Estate Financial ModelingSystems DevelopmentData AnalysisData Center DesignBusiness AnalysisInvestment StrategyMicrosoft ExcelFinancial Analysis - $95 hourly
- 5.0/5
- (9 jobs)
I'm a former VP of Goldman Sachs and have over 15 years of commercial real estate experience. Over the course of my career I have successfully underwritten in excess of $6 billion in transactions across all asset classes and specialize in multifamily. I create custom real estate models and have competitively priced stock models for sale (reducing cost and time). I also create real estate pitch decks / OMs (single asset and portfolio) and capital raising pitch decks (programatic JV, private equity) for multifamily, office, industrial, retail and self-storage.Financial Modeling
Graphic DesignPresentation DesignReal Estate Investment AssistanceFundraising PresentationFinancial ProjectionBusiness PlanReal Estate Financial ModelingBusiness Planning & StrategyPitch DeckMicrosoft ExcelFundraisingFinancial AnalysisReal EstateValuation - $100 hourly
- 5.0/5
- (6 jobs)
✅ EXPERIENCED, PROFESSIONAL, and RESPONSIVE Finance Professional, specializing in All things Corporate Finance, Forecasting, Excel modeling, Real Estate Analysis and Underwriting. With over 6 years experience under my belt, at both large institutions and boutique firms, I am a qualified contractor for your project - understanding the position of both Large and Smaller clients. I have a passion for numbers and can help you with financial modelling, forecasting and analytics. I can offer you: -Financial Modelling -Budgeting/Forecasting -Real Estate Underwriting -Financial Analysis, KPIs and Dashboards -and much more! -All work is completed by me -Providing quality wok and clear communication is important to me I look forward to working with you!Financial Modeling
Cash Flow AnalysisForecastingReal EstateFinancial AnalysisMicrosoft ExcelFinancial PlanningUnderwritingFinancial ReportValuationMergers & AcquisitionsFinancial ProjectionInvestment BankingPrivate EquityPro Forma Statement - $75 hourly
- 5.0/5
- (4 jobs)
Multi-faceted experienced finance professional excited to tend to all of your small business needs. From new business structuring to financial reporting, I can help you capture and understand your business' financial position. In addition to typical CPA services (bookkeeping, reporting, tax), I offer advisory services that provide insight to how you can improve profitability and plan for the future.Financial Modeling
Fund AccountingUS TaxationFinancial ReportingFinancial ManagementBudget ManagementFinancial ConsultingTax PreparationBusiness ManagementGeneral PartnershipAccounting AdvisoryJoint VentureReal EstateFinance & AccountingFinancial Analysis - $40 hourly
- 5.0/5
- (6 jobs)
An accomplished and performance-driven professional, I have extensive experience and a proven record of generating consistent profits as an independent investor, and as a senior administrator and executive at leading financial financial firms and energy corporations, I have solid expertise in market fundamentals and current conditions. I am consistently successful at capitalizing on opportunities to enhance profits while adhering to strict risk-management protocols in volatile trading conditions. With a demonstrated ability to capture and distill new and complex market information, I effectively utilize technical analysis to produce and execute cogent trading plans with positive risk-to-reward outcomes. I am adept at liaising with clients and colleagues. As an administrator I am recognized for my ability to effectively direct, monitor and support multi-functional teams to enhance performance, productivity, efficiency, and corporate growth.Financial Modeling
Derivatives TradingData AnalysisEnergy - $100 hourly
- 5.0/5
- (7 jobs)
I am a seasoned expert in financial modeling, valuations, and crafting persuasive pitch decks, honed through numerous transactions within the realm of private equity. My expertise lies in crafting dynamic financial models designed for easy customization, facilitating the generation of critical financial metrics such as IRR, NPV, FCFF, valuation, MOIC, and other key returns. I have a strong proficiency in developing intricate discounted cash flow (DCF) models and integrated three-statement models tailored for various projects across diverse sectors. Furthermore, I have the flexibility to customize these models to meet your specific needs, aligning them precisely with your unique objectives and preferences. Creating versatile and captivating presentation decks, tailored to your preferences and requirements. Whether you're looking for a sleek and concise format or a more detailed and visually engaging approach, I can craft pitch decks that resonate with your audience. With a keen eye for design and an emphasis on conveying complex financial information in a clear and compelling manner, I ensure that your decks make a lasting impact and effectively communicate your message. Your vision, your style – I bring it to life in your presentation materials. My academic achievements include passing the CFA Level I exam with a score well above the 90th percentile. Furthermore, I hold a Bachelor's degree in Engineering, which equips me with exceptional mathematical and problem-solving skills that I've effectively applied to financial analysis.Financial Modeling
Real Estate AppraisalReal Estate AcquisitionReal EstateReal Estate Financial ModelInvestment BankingReal Estate Financial ModelingReal Estate Investment AssistancePrivate EquityInvestment PreparationCompany ValuationValuationFinancial Model - $60 hourly
- 4.7/5
- (26 jobs)
Telless is a seasoned professional with a diverse background in business. He is the owner and founder of Cade & Co., a lower-middle market consulting firm where he helps SMBs, funds, and startups with operations, automations and software development using no code or low code solutions. Telless has a wealth of experience in industry, having held several positions in private equity and venture capital. He has also served as a real estate investment analyst at various firms where he has been instrumental in spearheading and implementing a training program to onboard new single-family real estate underwriters and managing a global team of eight underwriters. With his impressive education and wealth of experience, Telless is well-equipped to navigate the complex and ever-evolving world of finance and business.Financial Modeling
Real EstatePrivate EquityVenture Capital ConsultingVenture CapitalBusiness OperationsMergers & AcquisitionsCompetitive AnalysisBusiness ConsultingChatGPTFinancial Analysis & ValuationBusiness StrategyMarket ResearchMicrosoft ExcelResearch & Strategy - $40 hourly
- 5.0/5
- (2 jobs)
I am a seasoned finance/accounting professional and equity analyst. I am a CPA and MBA with big four managerial experience and I graduated top of my class from UC Berkeley's MBA program. I passed 2 levels of the CFA exam. I was a finance manager at Oracle and I have 2 years of equity research experience with a regional iBank and 2 years of equity research experience as a Hedge Fund Equity Research Analyst. I specialized in Asian Equities and covered all sectors except Tech and I worked for a well known hedge fund with $13b USD under management and all my stock recommendations generated outsized returns. I also built an online company which generated more than $1M in sales. My specialty would include investment advice, equity research and valuation, private company valuation and startup advice. Microsoft Excel/Research Proficiencies: • Building an Income Statement • Building a Balance Sheet • Building a Cash Flow Statement • Creating a Common Size Income Statement • Creating a Common Size Balance Sheet • Creating a Common Size Statement of Cash Flows • Creating a Budget • Financial Statement Analysis: Including Liquidity Ratios, Efficiency Ratios, Leverage Ratios, Coverage Ratios, Profitability Ratios, Financial Distress Prediction. • Using Financial Analysis: For Trend Analysis, Comparing to Industry Averages, Company Goals, and Debt Covenants, Automating Ratio Analysis. • Financial Forecasting • Break-Even and Leverage Analysis • Time Value of Money Calculations • Common Stock Valuation: Using Discounted Cash Flow, Relative Valuation, Free Cash flow. • Weighted Average Cost of Capital Calculation • Capital Budgeting - Pivot Tables and Data Analysis - SWOT Analysis and Porter's Five ForcesFinancial Modeling
Financial WritingEntrepreneurshipBusiness ConsultingFinancial Analysis & ValuationEquity ResearchForecastingBusiness ValuationCompany ResearchCompany ValuationFinancial ReportingInvestment ResearchStartup ConsultingEquity Research & AnalysisEquity Valuation - $125 hourly
- 5.0/5
- (1 job)
I bring Tier 1 (Founders Fund)-backed startup consulting expertise to the table, covering HR, finance, legal, and operations. I’ve been fortunate to work in SaaS, medical, CPG, and video game markets, from product inception to scaling sales. Recently, I worked with a top team from Deloitte to solve complex US and global tax planning needs for accepting both fiat and crypto, as well as token compensation tax planning issues with the same team in conjunction with a specialty team from Perkins Coie. If you need experienced fractional COO, CFO, fundraising, HR, or work managing or directing your general counsel, I’d be most happy to discuss. 👉Fundraising: Direct participation in raising $25M+ from venture capital and private placement pre-seed & seed rounds 👉HR, finance, operations, and legal management support 👉Business planning & strategy (funding, pitches, business plan, SWOT analysis, lean canvas, value proposition, differentiation) 👉Data & Analytics (financial metrics/ratios) 👉Built and executed market approaches with B2B, B2C, B2B2C, and professional services 👉Expert level knowledge of FDA regulatory compliance in OTC drug & topical CPG 👉M&A experience including valuation, diligence, buy and sell (both sides successfully) 👉Successful negotiation of a wide range of contracts and agreements 👉Change and growth management 👉Coaching, leadership, and advice Glad to provide references from VC-backed startup founders upon request.Financial Modeling
Financial ReportingStartup PitchbookBusiness ConsultingGo-to-Market StrategySaaSLean StartupStrategic PlanningBusiness OperationsStrategyBusiness Development Want to browse more freelancers?
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