Hire the best Financial Modelers in the United States

Name: Financial modelers
Brand: Upwork
Rating: 4.9 (1945 reviews)

Check out Financial Modelers in the United States with the skills you need for your next job.

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Clients rate Financial modelers

4.9/5

based on 1,945 client reviews

$190 hourly
Matthew W.
- 5.0/5
- (155 jobs)
I'm a portfolio manager (RIA and fiduciary), options trader, and risk manager for private clients. I also teach options trading for a well-known and well-respected trading education firm. I'm currently open to a variety of different one-off or continuing jobs, and am primarily interested in helping in the following areas: - Trading coaching (options, stocks, futures) - Custom trading tools (Excel only, no Python, APIs, etc.) - Data Analysis - Hedging and portfolio management Feel free to reach out regarding private wealth management as well.

Financial Modeling
Investment Research
Derivatives Trading
Stock Option Agreement
Microsoft Excel
Accounting Principles & Practices
Financial Analysis
$75 hourly
Sam J.
- 5.0/5
- (39 jobs)
Want to give your business idea it's BEST shot at success? I've helped entrepreneurs raise millions from banks, investors and the SBA to help them realize their vision. Have a business and was to OPTIMIZE your profits? I've successfully run hotels, bars and restaurants and I'm happy to show you how to do the same. My clients are serious about taking their ideas from concept to reality, and I help them do just that! My personal favorite client quotes (check my portfolio below) ✅"Sam was very professional and thorough. He completed the job earlier than proposed. He was always available and very detailed. Great job!!" ✅"Hey Sam, just wanted to forward along the good news that the loan was approved today!" ✅"Sam was great to work with. He was always available and quick to respond with updates and revisions. His knowledge in the field was sound and was able to efficiently create an outline on which we were then able to collaborate towards my specific needs and goals. " My clients are able to confidently present their proposals anywhere and get the results they need. I can't help everyone, but we may be a good fit if you're thinking: ⚡️"I'm not an expert at writing proposals or making spreadsheets, and I don't have the time to mess around with it" ⚡️ I need a fresh set of expert eyes to help me see where I can improve my business ⚡️"My last business plan was an embarrassment, and I don't want that EVER again" ⚡️"I know how to run my business, but maybe I'm too close to it" ⚡️"I need a full business plan package that I KNOW 100% will tell my company's story right" Working with me you'll: ⭐️ A clear, concise game plan to help take your business to the next level ⭐️Stop struggling with Excel and spending hours on the Internet- I handle all FINANCIAL STATEMENTS, FINANCIAL MODELS, GRAPHS and MARKET RESEARCH ⭐️Put your best foot forward the FIRST time! ⭐️Get delivered TURNKEY, INVESTOR GRADE documents that raise capital. ⭐️SAVE MONEY by getting high quality work that you can reuse for your PowerPoint presentations My clients have a lot to say about me: ✅"Sam was a great business partner" ✅"Excellent, James knew his craft in producing a thorough business plan." always available and very detailed. Great job!!" ✅"communication was good, and he was open and receptive when I had feedback, and patient and knowledgeable" What I look for in a new client: ● Open mind, relaxed attitude ● Values integrity & relationships ● Focused on improving, lets their actions speak louder than words ● Knows our minimum scope, and wants the BEST Sound like a fit? Next steps: 📺 Watch the video on my Upwork profile 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner 💬 Write me a personalized note including why you think we’re a good fit to work together in your message. About me: Proven track record of optimal revenue performance: managing P&L, leading annual planning, driving monthly/quarterly analysis and reporting; Initiator of creativity and collaboration towards common goals by spearheading operational process redesigns from conception to implementation; Relationship-oriented leader diligently cultivating, maintaining established/potential partnerships, demonstrated success of supervising, unifying and motivating various teams to surpass targeted goals while maintaining quality performance

Financial Modeling
Social Media Marketing
Business Writing
Accounting Principles & Practices
Email Marketing
Microsoft Excel
Business Plan
Financial Analysis
Forecasting
$90 hourly
Nathan B.
- 5.0/5
- (129 jobs)
I am a Certified Financial Planner and own an operate a fee only registered investment advising firm. I work with small business owners for financial planning, retirement plan administration and wealth management. I also work with individuals for wealth management, Investments, Cash flow modeling, Budgeting, debt management and estate planning.

Financial Modeling
Investment Strategy
Certified Financial Planner
Real Estate Investment Assistance
Personal Budgeting
Investment Research
Finance & Accounting
Financial Planning
Financial Analysis
$125 hourly
Brian S.
- 5.0/5
- (124 jobs)
I have 17-plus years of accounting and finance experience in a wide range of industries. Currently, I am heavily involved in the budgeting, forecasting and strategic decision-making for an international retail company with greater than $5B annual revenue. Previously, I held various senior manager and analyst roles at a sports media company and world-renowned hospital system. During my early years at a boutique public accounting firm, I earned by CPA license and was exposed to many industries. My skills include general accounting functions, business planning (budgeting, forecasting and analysis) and ad hoc financial modeling (sales, free cash flow, etc). My personal interests include cooking, traveling and spending time with my family. Please allow me to put my skills and expertise to work for your organization!

Financial Modeling
Business Plan
Business Analysis
Microsoft PowerPoint
Budget Management
Microsoft Excel
$200 hourly
Jennifer L.
- 5.0/5
- (16 jobs)
I can do and have done nearly everything related to Corporate Finance and Strategy. This includes forecasting, budgeting, variance analysis, internal and external reporting, covenant compliance, Board and potential investor presentations, responding to due diligence requests, determining appropriate asset funding solutions, evaluating and approving benefits package options, and any other ad hoc needs. I am well experienced in, and able to lead or assist with, all aspects of M&A transactions, from basic modeling and due diligence to final negotiations and contract execution.

Financial Modeling
Financial Reporting
Financial Presentation
Chartered Financial Analyst
Financial Management
Due Diligence
Corporate Finance
Mergers & Acquisitions
Financial Analysis
$195 hourly
Gregory L.
- 5.0/5
- (70 jobs)
Thirty-two (32) years of experience in commercial real estate, including retail, office, industrial, & multi-family properties. Skilled management consultant and broker. I routinely work as an Expert Witness in commercial real estate disputes and have experience testifying at trial. I teach commercial real estate courses as a part-time Course Facilitator in Cornell University's eCornell online certificate program. Expert in triple net (NNN) and other types of commercial real estate leases, audit of NNN expenses, asset management, lease abstraction, lease administration, leasing, corporate real estate,, disaster planning/response, development, due diligence, facilities management, construction project management, roof and pavement management programs, and management of real estate portfolios. I have an active account with CoStar with national coverage. Former Head of Property Management for a real estate investment trust (REIT) with 5,700 properties across the United States. Whether you are a Tenant or Landlord, I work with small business owners to global corporations and would welcome the opportunity to discuss your needs. FINE PRINT: Any guidance, advice, assistance, and/or information I provided should not be considered legal or tax advice and shall in no event create any agency relationship. I am a licensed Real Estate Broker in California (DRE# 01125276). I AM NOT AN ATTORNEY.

Financial Modeling
Contract Drafting
Commercial Lease
Business Writing
Property & Equipment Lease
Business Transformation
Management Consulting
Real Estate
Financial Analysis
Business Analysis
Business Coaching
Real Estate Investment Assistance
$115 hourly
Jonathan O.
- 5.0/5
- (39 jobs)
Seasoned real estate professional with over 10 years of experience in development and investing. Commercial Real Estate Pro Financial modeling, Marketing memorandums for CRE Experienced, Analytical Analyst/Real Estate Financial Modeler During my career, I have worked on various aspects of real estate, including underwriting, due diligence, contract negotiation, property identification, financing, and management. I have a diverse background in both commercial and residential real estate and have successfully completed over $200 million in development and acquisition projects across the United States. My expertise in the industry enables me to deliver exceptional results, and I am passionate about creating value for clients through innovative real estate solutions. My most recent projects have been the successful acquisition of $20million of Commercial Real Estate Assets in Texas, Nevada and Illinois. My responsibilities were to spearhead the search, financial analysis and due diligence for each property. I was a integral person leading the team for the investor in hiring all 3rd parties involved with the Real Estate Transaction.

Financial Modeling
Investment Strategy
Construction
Underwriting
Real Estate Investment Assistance
Financial Analysis
Due Diligence
Contract Negotiation
Real Estate
$120 hourly
Bryan J.
- 5.0/5
- (54 jobs)
Hello There, I am a freelancer with over 10 years of finance and accounting experience. I have served as CFO for several clients and have worked in private equity. I am a CFA charterholder based in Los Angeles. I can pick up tasks quickly and would love to work with you and your team. I have worked on projects involving the following: - Fractional CFO - M&A - Financial Modeling - Budgeting/Forecasting - Valuation - Real Estate Modeling - Research - VBA Automation Please let me know if you have any questions. Thank you! Thanks!

Financial Modeling
Visual Basic for Applications
Financial Analysis
Chartered Financial Analyst
Valuation
Corporate Finance
Pitchbook
Pro Forma Statement
Python
Investment Research
Data Analysis
Finance & Accounting
Intuit QuickBooks
$100 hourly
Umair A.
- 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 QuickBooks
Refinancing
Report Writing
QuickBooks Online
Bookkeeping
Taxes
Financial Statement
Financial Reporting
Accounting
Financial Audit
Financial Accounting
GAAP
$150 hourly
Christopher K.
- 5.0/5
- (74 jobs)
Investment consultant with nearly 20 years of experience blending qualitative and quantitative disciplines in both retail and institutional roles, providing solutions to clients’ toughest challenges. Innovative problem-solver who optimizes portfolios as well as processes & procedures. Primarily focused in asset allocation, portfolio construction & risk management with experience in research, thought leadership, and client-facing roles. Past focus on building investment and financial models as well as investment portfolios. CFA charterholder, previous Series 7 & 63 registration holder. Excel & VBA wizard. Current Role: Krug Investment Solutions, LLC *CEO Independent investment consultant providing OCIO services to financial advisors and institutional investors. Advising on matters of asset allocation, risk management, portfolio construction, due diligence, and thought leadership content. Previous Roles: BlackRock * Vice President, Portfolio Solutions Provided consulting on portfolio construction and risk management to assist financial advisors with asset allocation, portfolio structure and implementation decisions. Through dedicated coverage of RIAs, Private Banks and Family Offices, developed deep partnerships with high-AUM teams and their CIOs. Often considered a key stakeholder in their decision-making process. Prudential Financial Inc * Senior Associate, Research, Multi-Asset Class Solutions Drove the research and thought leadership effort within the newly created group, catering to public and corporate pensions, sovereign wealth funds and other institutional clients. Delivered insights on investment trends and opportunities for clients through white papers, general economic reports and custom client-driven projects. Bloomberg New York, NY * Metals & Mining Analyst, Bloomberg Intelligence Provided in-depth analysis, trade ideas, and data sets on industries and companies via the Bloomberg terminal’s equity research portal. Covered base metals, precious metals, iron and steel from a macroeconomic and industry perspective. Published thematic research, as well as bullish & bearish scenarios for professional investors, traders and portfolio managers. * Investment Strategist, Bloomberg Wealth Led the development of multiple aspects of the RIA’s investment process & hybrid robo-advisor platform, especially focusing on the investment policy framework and portfolio construction process. SEI Investments *Senior Portfolio Strategist, Global Portfolio Strategies Responsible for research, development, implementation, and ongoing oversight of SEI’s strategic and active global asset allocation program, including goals-based strategic portfolios & funds, as well as multi-asset objective-based funds.

Financial Modeling
Visual Basic for Applications
Investment Research
Investment Strategy
Chartered Financial Analyst
Portfolio Management
Microsoft Excel
Financial Analysis
$100 hourly
Michael L.
- 4.9/5
- (50 jobs)
**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

Financial Modeling
Financial Projection
Financial Analysis
Financial Planning
Industry Knowledge
Microsoft Excel
$200 hourly
Gary C.
- 4.9/5
- (42 jobs)
Prior Founder, CEO. HBS graduate and Veteran. Founded 4 companies, exiting 3 along with other, non-founding exits. Why Clients Hire Me 1. Growth & Exit Readiness I partner with founders and investors to scale and position ventures for funding, M&A, or IPO. I've scaled companies to $1B+ P&L, structured $500M+ in capital raises, and helped drive $5B+ in M&A—including the first pure-play SaaS IPO and a $145M listing. 2. Capital Strategy & Fundraising From seed through Series C, I develop capital strategies that align with business models and market timing. My work spans equity, venture debt, and non-dilutive funding. I’ve raised capital across CleanTech, SaaS, AI, Genomics, and Hydrogen Tech. 3. Operational Finance for Deep Tech & SaaS Whether restructuring distressed assets or building new ventures, I deliver investor-grade financial models, SaaS metrics, pricing strategies, and FP&A rigor. I’ve led financial ops for Gen-AI ventures, DTC turnarounds, and cross-border M&A. 4. Leadership in High-Stakes Environments I thrive under pressure—trained by Army Special Operations, tempered by boardrooms. I’ve rebuilt finance teams mid-crisis, restored investor trust, and guided founders through inflection points. Areas of Expertise: Leadership, Financial Modeling (DCF, Comps, Dynamic Statements, Contribution Income, Investment Allocation), Strategy Development, Capital Structure Optimization, ASC 606, GAAP, Budgeting and Forecasting, Revenue Generation, Cost Reduction, M&A, FPA, ERP Systems, Corporate & Business Development, Risk Assessment and Mitigation Industry Experience: SaaS, Software, Clean Energy, Advanced Materials, Biotech (Genomics, Devices, and IVD) Global Experience: EU, MENA, APAC, SEA Capital Raised: $500M+ | IPO: $145M | M&A: $5B+ Notable Exits: SaaS, Clean Energy, Logistics, Enterprise Software

Financial Modeling
Venture Capital Consulting
Forecasting
Business Cases
Pro Forma Statement
SaaS
Business Plan
Business Modeling
Financial Analysis
Balance Sheet
Microsoft Excel
Intuit QuickBooks
$175 hourly
Edward B.
- 4.7/5
- (102 jobs)
I have worked as a Strategic Advisor with hundreds of companies with clients ranging from the Apple C-suite to top VC and Sovereign Wealth Funds to Early Stage Founders. I primarily act like a Strategic Management Consultant in revising or creating Business Plans, Financial Models and Fundraising Materials but also can act as a Fractional CFO during high growth periods. Our fundraising process has been highly successful even when the VC market is challenging. We frequently have several startups close to securing term sheets for $5m to $25m. Over the last two years, we have also been involved in deals totaling over $1B. In addition to mining our extensive VC and Angel network, we leverage AI to identify strong funding matches from a database of around 1 million investors. We receive daily visits to our clients' outreach materials from many top VCs such as Khosla Ventures, A16Z, Sequoia, and Cowboy Ventures, spanning a wide range of mandates. If the fundraising materials fail to generate early traction, we utilize AI-enhanced techniques to pivot the outreach and improve the conversion rates. Our highly structured 3-phase process helps founders and fund managers establish a solid financial foundation for their fundraising efforts, which is often lacking in decks created by founders or graphic designers. We then create a compelling investment thesis on this foundation, with well-supported Ask terms Following a successful raise, we can provide ongoing support as a Fractional CFO or Investor Relations Chief to assist founders in keeping their KPIs on track for their next raise. We can also provide monthly or quarterly updates to keep investors well-informed, in case a bridge raise is necessary. In the long term, we can help manage a multi-round cap table, focusing on maximizing founder and early investor exit value potential through well-managed option pools and investor syndicates. On the larger client side, we possess extensive experience working with major brands, such as Apple, Sony, Virgin, Gartner, Schwab, and Bandai in Tokyo. Currently, we are partnering with Circuit City to revitalize their brand and relaunch it in numerous exciting eCommerce directions, including AI, augmented reality, and omnichannel store-in-store. On the fund manager side, we have had the opportunity to work with several high-profile fund managers, including a former CIO of BlackRock PE, a top seed-stage VC manager with four seed-to-unicorn runs, a top-five sovereign wealth fund, and a billion-dollar Forbes 400 family office. Fundraise Components Financial Foundation: - Market Research and Competitor Analysis using Pitchbook and Tracxn subscriptions - Input Driven Proformas with Scenario and Sensitivity Analysis - Comparative and VC Method Valuations - Multi-Round Cap Tables to prepare for term sheet negotiations Investor and Sales Materials: - Investor Pitch Decks drawing on the Sequoia, Peter Thiel and Reid Hoffman styles - Investor Memorandums and Business Plans with detailed FAQ sections - Sales Decks to support new product or service launches Investor Outreach Process: - Multi-Page highly visual Executive Summaries - Short Teaser decks in mobile format - Email Outreach process linked to DocSend Engagement Metrics - Pitch Deck live support and Term Sheet Negotiations - Data Room setup and Due Diligence management Personal Background: I founded my first startup at Stanford University with funding from Apple, Xerox and HP. We utilized an AI language model to improve product design for robotic assembly. At my second Hybrid SaaS startup, I worked directly with Apple and other media / tech leaders on a series of products. On the finance side, I have managed portfolios at several leading investment funds, with assets near $250 billion. Financial Certifications: CAIA - Chartered Alternative Investment Analyst (Private Equity, Real Estate, Liquid Alternatives) FMVA -Financial Modeling and Valuation Analyst INSEAD Blockchain Finance - Institutional use of Blockchain Education: MS in Smart Product Design - Stanford University MBA - Boston University, Heidelberg, Germany BS in Aerospace - West Point, USMA US Military Veteran: I am a former US Army Captain with five years of overseas assignments in the Far East, Middle East, and Europe. During my time in Istanbul, I also served in a NATO liaison role.

Financial Modeling
Business Plan
Strategy
Entrepreneurship
Startup Company
Venture Capital Consulting
Startup Consulting
Private Equity
Fundraising
Business Modeling
Valuation
Business Presentation
Financial Analysis
Pitchbook
$35 hourly
Sherif M.
- 5.0/5
- (8 jobs)
🚀 Data & Financial Analyst | Turning Data into Actionable Insights 🚀 👨‍💼 About Me With years of experience as a financial and data analyst, I specialize in leveraging data to solve complex business challenges. From working with industry leaders like Wells Fargo to freelancing for startups and non-profits, I have a proven track record of delivering actionable insights, optimizing financial processes, and driving measurable results across industries. 📊 My Expertise •Data Analysis & Insights: Conducted in-depth analyses of sales, financial, and operational data to identify trends, uncover opportunities, and support strategic decisions. •Financial Modeling: Designed dynamic models for budgeting, forecasting, and cost analysis, including a 50+ sheet Excel model for a $15M company. •Dashboards & Visualization: Created interactive dashboards in Power BI, Tableau, and Excel to present insights for projects like Miami-Dade County analysis and organizational financial performance. •Game Analytics: Developed spreadsheets to track and balance game progression, resource economy, and leveling systems, demonstrating a creative approach to data solutions. •Automation & Streamlining: Automated workflows using Excel VBA, macros, and Power Query to reduce manual effort and improve efficiency. •Credit Risk & Strategy: At Wells Fargo, analyzed credit and operational data to enhance risk management strategies and improve portfolio performance. •Predictive Analysis: Used machine learning techniques like XGBoost and statistical methods to improve forecasting accuracy and deliver data-backed recommendations. 🔧 Tools & Skills •Technical Expertise: SQL, Python, Excel (Advanced), VBA, Power BI, Tableau •Data Analysis: Statistical Analysis, Data Cleaning, Predictive Modeling, Business Intelligence •Financial Expertise: Budgeting, Forecasting, Financial Modeling, Variance Analysis •Visualization & Automation: Custom Dashboards, Trend Analysis, Macros, and Power Query 🏆 Achievements •Delivered 30+ projects in finance, analytics, and visualization, consistently exceeding client expectations. •Improved efficiency for businesses by creating automated tools that reduced errors and saved time. •Enabled startups and non-profits to achieve clarity through dynamic financial and data models. •Built intuitive dashboards for businesses and municipalities, translating raw data into impactful insights. •Designed game analytics tools for balancing resource economies, showcasing a unique combination of analytical and creative skills. 📈 Services I Offer •Data Analysis & Visualization: Transform raw data into clear, actionable insights with dynamic dashboards. •Financial Reporting & Analysis: Deliver tailored reports to track performance and guide decision-making. •Forecasting & Budget Optimization: Align financial strategies with business goals for sustainable growth. •Process Automation: Streamline workflows with advanced Excel tools and automated solutions. 🌟 Let’s Work Together Whether you’re looking to optimize your financial strategies, uncover insights from your data, or improve operational efficiency, I’m here to help. Let’s collaborate to create impactful solutions that drive growth and success.

Financial Modeling
Financial Management
Financial Accounting
Risk Analysis
Data Cleaning
Data Visualization
Financial Analysis
Finance
Business Intelligence
Microsoft Power BI
Tableau
SQL
Python
Business Analysis
Data Analysis
$75 hourly
Michael P.
- 5.0/5
- (32 jobs)
I am the founder of Create Neptune, a software and game development studio focusing on creating fun, user-focused, and beautiful apps and games for mobile (iOS / Android), web, PC, and consoles. Our developers and designers have worked on franchises like Scrabble and The Sims, and with companies like Mattel, EA, 2K Games, Estée Lauder, The New York Times, AppLovin (Lion Studios), and Boombit. I have led app development projects from the concept phase to post-launch marketing, and I am an expert in all stages of the application and game development life cycle. I am particularly attuned to the commercial side of application and game development: I was previously a hedge fund analyst focusing on the energy and power sector, and a mathematics, economics, and finance instructor. At Create Neptune I have published dozens of mobile games, with our most successful app Paddle Clash reaching millions of users worldwide since publication in mid-2020 and maintaining a 4.9 / 5.0 globally and 4.7 / 5.0 in the US on the App Store. Aside from our published portfolio, I have concepted, prototyped, and built dozens of other 2D and 3D games for a variety of clients, from Fortune 500 mega-caps to bootstrapped startups. I have almost a decade of game and app development. I typically work in Unity (C#), but I have also worked on successful native apps for iOS (Xcode, Swift) as well (Pandamonium, iOS, 4.7 / 5.0 on App Store). I have worked on numerous apps from the concept and prototype phases to post-launch marketing, so I can be with you every step of the way in the creative process. Specifically, in addition to coding, I can provide concept and prototype work, professional-quality UI and UX, 2D and 3D artwork, and marketing services. Lastly, I am very familiar with the post-launch app marketing process and publishing process on both the App Store and Google Play, and I would be happy to help you and your team with my experience. I began my career in finance as a mergers and acquisitions investment banker and an energy and power analyst at a distressed debt fund, completing the largest leveraged buyout in fund history and managing a book of $1.3 bn of energy and power assets. I have also worked as a mathematics and economics instructor, designing several advanced mathematics and financial analysis courses. My studio regularly works on cutting edge applications in Unity. Just a few examples: • We developed Scrabble Vision (Mattel), an AR companion application for the physical Scrabble board game, in Unity • We developed and helped design RYZ Home (IKIN), a holographic AR application, in Unity • We developed and designed software for a private research study (Estée Lauder), using OpenCV and AR, in Unity • We developed and designed StarStarter (Arcade Therapeutics), a digital anxiety treatment game, in Unity • We developed and helped design Skylar's Run (Thynk), a digital ADHD treatment game, in Unity • We developed and designed Highlandia (Highlands Community Charter), an English language learning game featuring 10 different mini-games, in Unity

Financial Modeling
Bug Fix
JavaScript
HTML5
C#
Swift
Android
Company Valuation
Mobile UI Design
Mobile App Design
Mobile App Development
Financial Analysis
$135 hourly
Elena K.
- 5.0/5
- (90 jobs)
Ex-Partner at Starta VC, a $50M VC fund and accelerator in NYC with 250+ portfolio companies Harvard University executive program Management in Innovation & Technology I build relationships with venture capital, family offices and private equity funds and refer them qualified, stage- and thesis-aligned deal flow they actually want to see. Working with founders, I elevate the way you fundraise — from sharp, investor-ready materials to thoughtful outreach and efficient communication, building relationships that go beyond the fundraising round. “Elena helped us transform our pitch deck and was excellent to work with. We were feeling stuck and working with Elena helped us tremendously.” "Saved me a lot of time by learning through trial and error. Thanks Elena!" "The information she shared was priceless, and I’m looking forward to working with her again!" ___________________________________________________ Services: ✅ Pitch Deck (Angel / Pre-Seed / Seed round) & strategy ★ Pitch deck: structure, content, design ★ Fundraising strategy: who to target, how to approach, valuation and terms ★ How to pitch VC: coaching calls ★ Investor data room, fin models ___________________________________________________ ✅ VC Fundraising: ★ Investor research: list of VCs to approach for your industry and stage ★ Investor data room: speed up due dil and closing ★ Investor outreach → Investor calls → Term sheets to closing ___________________________________________________ ✅ Pitch Deck Review Consultation ★ DIY your slides + book my consultation for content review Expertise in: B2C, B2B, Consumer, DTC, hardware, apps, AI, luxury, sports, music, real estate, cybersecurity, VR, medtech and more ___________________________________________________ A few fun facts about me: I used to manage a hotel in Seychelles (East Africa) I hosted over 1,000 people on Airbnb in New York City I once bought and gifted a baby cow (named her Elena, of course!) to my local tour guide in Ecuador I dream about crossing Atlantic Ocean on a sailing boat one day Let’s connect—I’d love to hear your story and explore how we can work together.

Financial Modeling
Pitch Correction
Investor Roadshow
Business Plan
Presentations
Presentation Slide
Fundraising Presentation
Entrepreneurship
Financial Model
Presentation Design
Venture Capital
Startup Consulting
Fundraising
Pitch Deck
Venture Capital Consulting
$140 hourly
Matthew C.
- 5.0/5
- (11 jobs)
Former Wall Street based real estate private equity/finance professional. Expert in real estate investment & financial analysis with over 10+ years of investment, development, and asset management experience. Prior to forming my own business I worked as investment associate for Tishman Speyer, one of the world's premier investment/development managers, and also spent several years working for Wells Fargo Commercial Real Estate Finance (investment banking division). I have underwritten over $5Bn+ worth of real estate investments on both the equity and debt side of transactions. Underwriting, advisory, and management expertise include: -Cash flow proformas -Optimal decision analysis including hold/sell and incremental return projections -Property acquisitions, development, and asset management advisory -Debt underwriting, loan closing, and other finance related activities -Pitch decks/investment memos for lenders and investors -Professional business writing -Equity waterfalls projections (GP/LP) -Modeling of capital stacks including senior and mezz debt, and GP/LP returns -Market analysis and reports -Commercial lease underwriting, negotiation, and closing -Legal related organization and management, including: land condos, PSA's, development agreements, asset management agreements, and other management agreements

Financial Modeling
Underwriting
Real Estate Appraisal
Real Estate Law
Real Estate Investment Assistance
Real Estate Financial Modeling
Real Estate
Finance & Accounting
$80 hourly
Lilian C.
- 5.0/5
- (48 jobs)
Commercial real estate expert with 10+ years institutional experience, specializing in Financial Modeling, Underwriting, Strategy and Pitch Decks MBA from the University of Oxford and a Bachelor's in Economics & Real Estate from UC Berkeley.

Financial Modeling
Real Estate
Financial Presentation
Microsoft PowerPoint
Industry Knowledge
Financial Report
Real Estate Financial Modeling
Due Diligence
Investor Overview
Real Estate Investment Assistance
Presentations
$250 hourly
Stephanie R.
- 5.0/5
- (31 jobs)
I’m Stephanie, and I enjoy working with founders and executives on strategic and financial projects that move their businesses forward. This includes fractional CFO / COO support, setting up financial and operations systems, establishing KPIs and OKRs, financial modeling, business planning, pricing and partnerships analyses and other projects. I'm a Founder, Wharton MBA, former investment banker and former political & non-profit fundraiser with a background in private equity, corporate development, and building and running multimillion dollar growth operations. I have worked with private equity and VC backed companies, real estate, tech / SaaS companies, consumer goods, healthcare, financial institutions, and non-profits. As an investment banker, I advised on over $5B in transactions, including M&A and IPO processes, and as a political fundraiser I built and executed multi-million dollar fundraising plans from the ground up. Overall, I specialize in utilizing data to drive business decisions and offer expertise in Excel / PowerPoint, business plans, pitch decks, investor memorandums, financial reports, marketing materials, and other analyses. As a consultant, my experience includes fractional CFO and COO roles, assisting founders in raising over $270M in capital, helping founders better align their company's operations with ESG goals, and optimizing supply chain, pricing, business development, and finance operations. I am a jack of many trades, and typically, I am able to help a business tackle more than one problem area. I am open to one time projects, as well as longer term contracts. **Note, I assist founders in preparing for funding rounds and managing this process, but I do not make personal introductions or fundraise for a fee. If you are looking to hire a fundraiser based on a commission, please research the laws surrounding this before reaching out to people on upwork -- in many instances, it is illegal to hire a freelancer for a commission-based fundraise.**

Financial Modeling
Executive Support
Executive Coaching
Business Operations
Financial Reporting
Finance & Accounting
Presentations
Business Plan
Business Planning & Strategy
Management Consulting
Company Valuation
Financial Analysis
Corporate Finance
Real Estate Financial Modeling
FinTech Consulting
$55 hourly
Isola S.
- 4.8/5
- (162 jobs)
Using the ARF framework, I help businesses and nonprofits in securing funding by crafting: - Comprehensive business plans/ proposals with feasible financial projections - Concise and visually stunning pitch decks that are impossible to ignore - Tailored grant proposals that open funding floodgates Founders who must win choose me. No wonder that my past clients have raised $150M+ combined funding over the years. Leverage my expertise and experience to actualize your funding dream. My Services: 1. BUSINESS PLAN WRITING & FINANCIAL PROJECTIONS: As a business planner, I craft comprehensive and well-researched business plans that outline your business' vision, mission, market, competition, SWOT, execution plan, marketing plan, financial plan, etc. You need a business plan with financials if you want to: ✅ Start a business ✅ Document the overview, plans and strategies of your existing business ✅ Attract investors, and position your business for other funding opportunities ✅ Get a dilutive or non-dilutive funding ✅ Get an SBA loan or win a grant ✅ Buy or sell a business ✅ Establish a company in a new state or country ✅ Meet official requirements for business operations ✅ Seek crowdfunding ✅ Demonstrate that you understand your industry well enough ✅ Showcase your business' financial standing and profitability potential through a robust financial analysis (financial overview, startup cost analysis, profit and loss analysis, revenue projections, cash flow statement, worth valuation, break-even analysis, etc.) 2. INVESTOR PITCH DECK WRITING & PRESENTATION DESIGN: An average investor receives 20-50 pitch decks every day, but only a few are considered for funding. My investor-ready pitch deck solution will help your business stand out from the crazy competition for funding. It is no coincidence that my past clients have raised more than $100 million from funders (VCs, angel investors, banks, and government agencies). Reach out to me to craft a narrative that secure appointments and close deals with investors in different stages including: - Pre-seed funding - Seed funding - Series A round - Series B round 3. GRANT WRITING: I am a game-changer for nonprofits looking to access federal, state and private grant funding opportunities, having helped my past employers raise over $20 million over the years. Not sure which grant opportunities are right for your organization? Not a problem! I will research the right grants for your organization, and position you to win them. My specialization cuts across: ✅ SBIR grants ✅ NSF grants ✅ NIH grants ✅ STTR grants ✅ DoD grants ✅Grants.gov grants ✅RFPs, etc. Send me a direct message or an invitation to discuss further on how I can help you in getting the funding you need to advance your ideas/ initiatives.

Financial Modeling
Business Planning & Strategy
Microsoft PowerPoint
Budget Planning
Financial Projection
Market Research
Business Writing
Grant Application
Grant Proposal
Nonprofit
Grant Writing
Presentation Design
Pitch Deck
Business Plan Writing
Business Plan
$95 hourly
Dillon M.
- 5.0/5
- (59 jobs)
✅ THE MOST passionate Financial Analyst on Upwork. With years of Fortune 100 experience and many satisfied Upwork clients, you can trust that I will deliver actionable financial tools! Ready to exceed your expectations with: ► Excel Dashboards (including advanced VBA knowledge) ► Financial Models ► Data Visualization and Storytelling ► Financial Forecasting ► Investment Underwriting ✅ I am an effective communicator, dilligent and detail oriented. There will be no surprises when I deliver you your project on time and you will always be kept in the loop!

Financial Modeling
Budget Management
Real Estate Financial Modeling
Underwriting
Pro Forma Statement
Business Valuation
Financial Analysis
Analytics Plugin
Income Statement
Business Intelligence
Data Visualization
Microsoft Power BI
Microsoft Excel
$150 hourly
Roy M.
- 4.9/5
- (242 jobs)
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!

Financial Modeling
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
Derrick C.
- 5.0/5
- (87 jobs)
-Specializes in building forecasting models across several business industries, reporting tools, and data visualization reports/dashboards -10.5+ years of work experience with financial reporting, forecasting, and modeling -Experience creating recurring revenue & SAAS models -Creating and maintaining excel forecasting models (Revenue & Costs.) -Strong problem-solving skills

Financial Modeling
Business Cases
Presentations
Data Entry
Accuracy Verification
Data Analysis
Data Visualization
Forecasting
Microsoft Excel
Spreadsheet Software
Financial Analysis
$200 hourly
Jake L.
- 5.0/5
- (75 jobs)
Laser-focused on commercial real estate financial modeling, including developments, acquisitions, portfolios, opportunity zone projects, distressed debt, proformas, waterfalls, etc. My models are institutional-quality, and create a powerful impression on equity investors. Highlights: - Modeled billions of dollars worth of real estate at financial institutions - Microsoft Certified “Excel Expert” - Master’s degree in real estate development - Chartered Alternative Investment Analyst As a well-known real estate modeler, I maintain over 12,000 followers on LinkedIn, and have authored numerous articles on real estate finance for publications like American Banker, National Real Estate Investor, and California Real Estate Journal. I have deep experience with all real estate product types, including multifamily, office, industrial, retail, mixed-use, condo, SFR, manufactured home communities, land, self-storage, and all forms of hospitality (resort, hotel, motel, membership clubs, etc.). If you need a pro forma, waterfall, or any other real estate model, let’s chat.

Financial Modeling
Equity Research
Real Estate Investment Assistance
Cash Flow Analysis
Fundraising
Acquisitions
Capital Markets
Real Estate
Real Estate Financial Modeling
Microsoft Excel
Financial Analysis
Pro Forma Statement
$150 hourly
Killian K.
- 5.0/5
- (89 jobs)
Hello! My name is Killian and I am a CPA who has a strong passion for helping my clients succeed in whatever it may be that they are doing- whether that is running a small business, multimillion dollar business or simply trying to plan for tax savings

Financial Modeling
QuickBooks Online
Business Management
Tax Planning & Advisory
Cryptocurrency
Presentation Design
Financial Model
Financial Planning
CPA
Taxes
Intuit QuickBooks
Bookkeeping
Tax Return
Microsoft Excel
Financial Report
$100 hourly
Chase W.
- 4.8/5
- (90 jobs)
Hello! I am a financial analyst specializing in LBO models, fractional CFO services, and real estate models. The bulk of my work over the last two years has been building LBO models for family offices, private equity firms, and individual investors seeking to purchase businesses. I have built dozens of 3-statement LBO models for investors to assess the best purchase price and financing structure when acquiring a business. I have also helped investors find debt products and submit their targets for SBA approval to help source capital and execute a deal . My core competencies include the following: 1) M&A Models- My primary specialty involves building LBO models for investors looking to purchase small and medium-sized businesses in the middle market. I am able to utilize information on the company's historical performance and market segment to determine a fair offer range and am able to calculate the risk-return profile given different financing structures. I've also performed 409A valuations for early-stage and mature businesses. 2) Real Estate Models- I began building real estate models in 2021 starting with a hotel construction project in Las Vegas. I've steadily mastered this skill working on projects for multifamily, single-family-residential, mixed-use, RV parks, and retail properties. 3) Pitch Material Creation: I have worked on numerous pitch decks for companies in a range of sectors. If you would like an investment teaser or pitch deck produced feel free to contact me to discuss further.

Financial Modeling
Microsoft Excel
Financial Report
Financial Analysis
MATLAB
Investment Research
Income Statement
Private Equity
Investment Banking
Python
Finance & Accounting
Modeling
Mergers & Acquisitions
$74 hourly
Avi T.
- 4.9/5
- (180 jobs)
Pitch decks? You got it. One pitch deck I created secured $20M for an insurance startup, another generated $29M for a food startup. I have lots of consulting experience so I promise you some beautiful decks Excel and Google Sheets help? You got it, I created my first model 22 years ago and have since created hundreds of others. Business planning? Sure thing, I'll do your market research and I'll find stuff that nobody else can anywhere on the web, or through other, more... direct, methods. I will then craft a beautiful, visual, sound business plan with real feasible financials. How about Project Management? Well, I managed some Multi-million dollar projects in F500 companies (and startups), I am a certified Scrum Master, an MBA and I know processes creation and visualization in and out. If any of this resonates with you, let's talk.

Financial Modeling
Financial Plan
Pitch Deck
Analytics
Six Sigma
Presentations
SQL
Analytical Presentation
Microsoft Excel
Operational Plan
Business Planning & Strategy
Strategic Planning
Business Plan
Project Management
Business Operations
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