Hire the best Financial Modelers in Dallas, TX

Check out Financial Modelers in Dallas, TX with the skills you need for your next job.
Clients rate Financial modelers
Rating is 4.9 out of 5.
4.9/5
based on 256 client reviews
  • $150 hourly
    ✅ 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!
    Featured Skill Financial Modeling
    Microsoft Azure
    Python
    Microsoft Excel
    Tableau
    Financial Report
    Microsoft Power BI
    Financial Analysis
    SQL
    Data Analysis
    Power Query
    Financial Reporting
    Financial Planning
    Business Intelligence
  • $250 hourly
    Empowering Entrepreneurs with Proactive Financial Strategies Success in business requires more than just managing numbers—it demands a strategic vision, legal expertise, and an integrated financial approach. I specialize in accounting, fractional CFO services, estate and tax planning, and wealth management, helping entrepreneurs, small businesses, and high-net-worth individuals legally reduce tax burdens, optimize financial strategies, and build sustainable businesses. With deep expertise in tax law, business structuring, and strategic financial planning, I go beyond compliance to help clients maximize profitability and minimize risks through proactive financial strategy. Comprehensive Business & Wealth Solutions: 1. Advanced Accounting & Tax Planning Tax Optimization Strategies to legally minimize liabilities. Proactive Tax Planning to reduce future obligations. Business Tax Compliance ensuring federal and state adherence. IRS Audit Support to navigate tax disputes effectively. 2. Fractional CFO & Business Structuring Financial Strategy Development for growth and stability. Entity Selection & Structuring for tax efficiency. Corporate Governance to maintain legal compliance. 3. Wealth Management & Estate Planning High-Net-Worth Tax Strategies for wealth preservation. Estate & Succession Planning to protect legacies. Investment & Retirement Planning for long-term security. 4. Legal & Compliance Advisory Corporate & Tax Law Guidance for risk management. Litigation Support to protect business interests. Mergers & Acquisitions Strategies for seamless transitions. A Conservative, Strategic Approach to Tax Planning: I implement legally compliant tax strategies that optimize financial positions while ensuring full compliance with federal and state laws. From pass-through entity benefits to cost segregation and advanced deductions, I help clients maximize their financial opportunities. Aligning Business Strategy with Financial Success: A business’s long-term success depends on resource allocation, financial stability, and strategic growth. I ensure that financial decisions align with profitability, sustainability, and tax efficiency to eliminate unnecessary risks and maximize earnings. My Expertise & Qualifications: Ph.D. Candidate (Accounting & Finance) – ISM Paris Master of Liberal Arts (Finance) – Harvard University Executive Certificate in Management – MIT Juris Doctor (J.D.) – Western Michigan Cooley Law School MBA (Accounting) – NMHU BSc (Hons) Accounting & Economics – Buea University Licenses & Court Admittance: US Tax Court US Court of Appeals for the Federal Circuit Texas Southern District/Bankruptcy Court Professional Memberships: American Bar Association (ABA) American Institute of CPAs (AICPA) Dallas Bar Association International Bar Association Why Clients Trust My Expertise ✅ Holistic Approach: I integrate tax, legal, and financial strategy for comprehensive solutions. ✅ Proven Track Record: Over 15 years of experience helping businesses navigate complex financial landscapes. ✅ Customized Strategies: Tailored solutions aligned with individual goals and business objectives. ✅ Long-Term Vision: I help clients build sustainable financial strategies that ensure lasting success. Client Success Stories Example 1: Small Business Turnaround A business faced high tax liabilities and cash flow issues. Through strategic restructuring and tax optimization, I helped them reduce tax exposure by 84.9% and improve profitability. Example 2: High-Net-Worth Tax Strategy An entrepreneur faced substantial tax burdens due to poor investment structuring. I implemented advanced tax-efficient strategies, saving hundreds of thousands annually while securing assets. Let’s Work Together If you’re ready to take control of your financial future, I’m here to help. With a proven track record of saving clients at least 80% in tax savings and a commitment to delivering exceptional results, I make it easy for you to get the expertise you need without the hassle. Here’s what you can expect when you work with me: 1) Personalized Service: Tailored solutions designed to meet your unique needs. 2)Proven Results: A track record of saving clients millions in taxes and achieving financial success. 3) Peace of Mind: Confidence knowing your finances are in expert hands. Start Your Financial Transformation Today 📩 Let’s discuss your financial goals today! Contact me to schedule a consultation, and let’s build a customized strategy for your success.
    Featured Skill Financial Modeling
    Civil Law
    Tax Law
    Legal Writing
    Finance & Accounting
    C-Corporation
    Enterprise Risk Management
    Cryptocurrency
    Financial Analysis
    Amazon FBA
    Business Analysis
    CPA
    Financial Management
    Tax Law Compliance
  • $95 hourly
    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.
    Featured Skill Financial Modeling
    Graphic Design
    Presentation Design
    Real Estate Investment Assistance
    Fundraising Presentation
    Financial Projection
    Business Plan
    Real Estate Financial Modeling
    Business Planning & Strategy
    Pitch Deck
    Microsoft Excel
    Fundraising
    Financial Analysis
    Real Estate
    Valuation
  • $85 hourly
    CRE Financial Modeling | Investment Analysis | Deal Structuring | Debt & Equity Advisory I'm a CRE finance professional specializing in detailed financial modeling across multiple asset classes, with particular expertise in multifamily developments. My experience includes working with both institutional and private market clients on construction and acquisition projects ranging from $5MM to $100MM+. I deliver: • Sophisticated, actionable financial models that support investment decisions • Exceptional quality work delivered on time, every time • Precise and regular communication keeping all parties informed • Comprehensive analysis for both debt and equity stakeholders.
    Featured Skill Financial Modeling
    Real Estate Investment Assistance
    Due Diligence
    Real Estate Acquisition
    Capital Markets
    Microsoft Excel
    Visual Basic
    Finance
    Real Estate
    Pitchbook
    Real Estate Financial Modeling
    Underwriting
    Data Cleaning
    Financial Analysis & Valuation
    Market Research
  • $147 hourly
    Strategically-minded Finance Professional with 7 years of proven success in financial modeling and project management. Highly skilled at increasing company revenue and productivity through detailed financial analysis. Excels in high-pressure environments. Possesses excellent budget forecasting and financial reporting skills. Master Excel user who’s highly skilled at increasing profitability through financial forecasting.
    Featured Skill Financial Modeling
    Microsoft Excel
    Financial Audit
    Microsoft Office
    Budget Proposal
    Cash Flow Analysis
    Budget
    Income Statement
    Management Skills
    Forecasting
    Finance
  • $85 hourly
    With a track record of operational excellence and strategic leadership at Fireroad Ventures and OCEAN Accelerator, I specialize in streamlining investment processes and enhancing business efficiencies. My experience in developing AI-driven platforms has halved vetting times, showcasing my ability to innovate and improve operational workflows. I have a strong history in executing strategic growth initiatives, evidenced by my pivotal role in increasing venture applicants by 41%. My expertise extends to financial management, where I've effectively onboarded multimillion-dollar assets, demonstrating my strategic planning and execution skills. Committed to operational excellence and strategic foresight, I aim to drive transformative growth and optimize performance for your business.
    Featured Skill Financial Modeling
    Small Business Administration
    Startup Consulting
    Venture Capital Consulting
    LLM Prompt Engineering
    Due Diligence
    Prompt Engineering
    Investment Research
    Microsoft Excel
    Automation
    Google Sheets
    Zapier
    ChatGPT
    Airtable
    AI Development
  • $445 hourly
    Technologist entrepreneur with practitioner background in both sellside/buyside finance specializing in alternative assets and fintech. BACKGROUND: -- Secondary Liquidity in Alternatives -- Social Impact Startup Founding Advisor -- Private Capital Markets Technologist -- Structured Deals & Principal Acquisitions (Credit) -- Quantitative Strategies in Exchange Traded Derivatives -- Litigation Consulting -- Investment Banking EXPERTISE: -- Chartered Financial Analyst (CFA) Charterholder -- Chartered Alternative Investment Analyst (CAIA) Charterholder -- C#, MatLab, SQL Server, VBA, Bloomberg API
    Featured Skill Financial Modeling
    Software Development
    WordPress Website Design
    Venture Capital
    Private Equity
    Derivatives Trading
    Trading Automation
    Portfolio Management
    FinTech
    Machine Learning
    Data Analysis
  • $200 hourly
    Veteran finance and real estate development professional with over $2 billion of experience advising discretionary funds, operating companies, and real estate developers. Highly adept in financial modeling, assembling OMs, and capital structuring for complex development projects CORE SKILLS: Financial Modeling Offering / Investment Memoranda CFO & Strategic Management Tools Accounting Systems Budgets & Financial Reporting Compilations Finance Department Formation ASSET CLASS EXPERTISE: Multifamily Development Multifamily Acquisitions & Portfolios Land Development & Master Planned Communities Condo, Townhome, & Single-Family Development Office, Hospitality, & Marina Development FINANCE EXPERTISE: Joint Venture Equity Preferred Equity & Mezzanine Finance Construction Loans Land Loans Land & Lot Development Facilities Acquisition & Bridge Debt Strategic Recapitalizations Please reach out to get connected
    Featured Skill Financial Modeling
    Financial Prospectus Writing
    Financial Reporting
    CPA
    Property Tax
    Corporate Tax
    Tax Law
    GAAP
  • $50 hourly
    Highly organized and detail-oriented Project Manager with a strong background in finance. Skilled in project coordination, strategic planning, budget management, team leadership, financial analysis and stakeholder communication. Seeking a challenging role that combines project management expertise with financial acumen to drive the successful execution of projects and achieve strategic organizational goals.
    Featured Skill Financial Modeling
    Real Estate Financial Modeling
    Financial Planning
    Real Estate Investment Assistance
    Construction Management
    Investment Strategy
    Real Estate Appraisal
  • $175 hourly
    Based in Dallas, TX. Eagle Scout and CFA charterholder. Find, grow & scale $1B+ businesses. I have been a strategic finance/investments/ops exec for 10Y+ at blue chip firms in VC/PE/investments where I sourced ideas/companies, helped build businesses/new products, led due diligence, and did transactions. I do pitches, models, valuations, GTM, M&A, and diligence since I typically do the same on each project in the past (100's of times). I worked for 2 billionaires & one of the top small cap investors in the US. Degrees: MBA from UNC, post-bac Wharton, BA University of Chicago. Why I'm different: "investor grade" & "owner-ready" I help investors & start-ups find, grow & scale $1B+ businesses (value, scale, & pitch them) I create world-class pitches/models/GTM/valuation for each project so I can help on yours I honed skills working with clients up to $500B+ & pitching 100's of times to tier 1 investors Former clients include: Goldman Sachs, T Rowe Price, CREF, Dodge & Cox, AB, and more Recent projects: Series C unicorn, $50-100M capital raises, $150M M&A, valuations $5B+ Former recommendations include: firm's that IPO'd (2021) Why you may love working with me (past clients loved I do 3 things): Meet tight deadlines, complex issues, and/or high impact Simplify the difficult, tell a great story and see what they miss Deliver turnkey, practical and/or audit-ready work timely & done well *ethics matter: paid introductions and guarantees are a regulatory issue (SEC & others) In the Words of My Clients: "Great work” & “impressive resume” – former Chief Accounting Officer of GE & GE Capital “Devon’s a wizard, he can do anything” – CFO of Series C unicorn fintech (revenue, M&A) “Wow, we didn’t think they’d be ready” – billionaire family PE office (national launch) "Hire Him" - Investment Committee Member of leading PE fund “Magic”…”this is kick***” – COO of $130M+ VC fund (valuation project) “Fantastic, thank you so much” – CEO SaaS ERP (M&A project; healthcare) “Great work” – former CIO of Wellcare (M&A project; potential deal partner) “Robust & very solid, really good work” – CEO/MD HC surgery center (fractional CFO) “Thank you so much” – Senior director of VC fund (C-suite transition, modeling training) “This is great” – CEO of healthcare tech (raising $5-10M) “This really helped” – CEO of incubator of $3.5B+ revenue firm (company launch) “Excellent” – CEO of seed fintech (pitch deck, business plan) "[we had] 0 audit questions" - 100+ assets of VC fund reviewed by auditors Capabilities: .....pitch decks, financial models, valuations, GTM/growth, advisory..... VC - early (pre-seed, seed, Series A, Series B) & late stage (Series C to F) - models/decks/GTM PE - growth equity & distressed/turnarounds (models, decks, pitches, term sheet, M&A) FP&A - scale businesses nationally, what if/feasibility/strategic decisions, & modeling for capital allocation, budgeting, forecasting, cash flow, go/no go recommendations M&A - CIM/CIP, leading deal diligence, PPA, earnings power analysis, modeling, memos Industries: Consumer - e-commerce/CPG/tier 1 suppliers Tech - SaaS/software/AI/ML/blockchain/big data Industrials - hardware technology, manufacturing HC - drugs/devices/diagnostics/therapeutics/precision medicine RE - commercial, residential, REIT (multi-family, healthcare, industrial, datacenter) Additional projects: Capital raising / fundraising (plan, pitch decks, models, valuation, memos) Growth consulting (GTM, growth hacking, pricing, market research) Fractional CFO Valuations for startups (409A) Valuations for funds (820) Past Companies: ADP - Fortune 250 Vanguard - $1 trillion+ assets Wells Fargo - Fortune 100 Schlumberger - Fortune 500 IHSMarkit (now S&P)
    Featured Skill Financial Modeling
    Business Planning & Strategy
    Due Diligence
    Corporate Strategy
    Private Equity
    Venture Capital Consulting
    Investment Strategy
    Research & Strategy
    Startup Consulting
    Management Consulting
    Financial Analysis
    Project Finance
    Consumer Research
  • $80 hourly
    Transforming Data into Actionable Insights | Automating Workflows | Enhancing Efficiency I help businesses streamline operations, automate workflows, and optimize data analysis using Excel, VBA, Power Automate, and Power BI. With 11+ years of experience, including work with a Big 4 consulting firm, I specialize in turning messy, time-consuming processes into efficient, automated, and insightful solutions. What I Can Do for You ⚙️ Automation & Workflow Optimization ✔ Automate repetitive, manual tasks with VBA macros & Power Automate ✔ Build custom user forms for seamless data entry & validation ✔ Optimize complex workflows, reducing errors & increasing efficiency 📊 Dashboards & Data Visualization ✔ Design dynamic, interactive dashboards in Power BI & Excel ✔ Build custom visualizations, pivot tables, and advanced charts ✔ Create real-time executive dashboards with KPI tracking 🔗 Database & API Integration ✔ Connect SQL Server, Access, and cloud APIs for automated data retrieval ✔ Build custom Power Query & SQL queries for streamlined reporting ✔ Automate data imports from multiple sources (Excel, SharePoint, QuickBooks, etc.) ⚡ File Optimization & Troubleshooting ✔ Fix slow, crashing, or bloated Excel workbooks ✔ Reduce file size & improve performance without losing functionality ✔ Convert legacy VBA code to modern 64-bit compatibility Why Work With Me? ✔ Big 4 Consulting Expertise – Professional, scalable solutions designed for business needs ✔ Process Efficiency & Automation – I don’t just fix problems, I eliminate them ✔ Clear Communication & Professionalism – Expect transparency and well-documented work
    Featured Skill Financial Modeling
    Microsoft Power Automate
    ADO.NET
    OLE Automation
    Excel Macros
    SQL
    Pricing
    Data Visualization
    API
    Power Query
    Microsoft Power BI
    QuickBooks Online
    Relational Database
    Microsoft PowerPoint
    Microsoft Excel
  • $55 hourly
    I'm a financial analyst with twenty years of experience, specializing in modeling, automating processes, and organizing and managing large data sets.
    Featured Skill Financial Modeling
    Database Management
    Financial Analysis & Valuation
    Financial Analysis
    Trend Analysis
    Data Analysis
    Modeling
  • $85 hourly
    I am a career multifamily investment professional with ten years of experience evaluating transactions as a delegated lender, debt and equity originator, and as a principal investor in my most recent position, Senior Vice President of Acquisitions and Capital Markets. Early in my career, I quickly mastered the fundamentals of multifamily analysis in my training as a delegated agency lender. As a result, I was by a national debt and equity production office in Dallas, Texas where my team rose to number one in the company-wide rankings for debt and equity origination in 2018. I am an expert in Microsoft Excel and VBA and have made a career customizing financial models to expedite the underwriting and valuation process.
    Featured Skill Financial Modeling
    Communication Skills
    Problem Solving
    Underwriting
    Valuation
    Real Estate
    Finance
    Writing
    Economic Analysis
    Microsoft Excel
    Excel Macros
    Visual Basic for Applications
    Modeling
    Acquisitions
    Capital Markets
  • $200 hourly
    Eli, co-founder of Isagani Yorke Capital Partners, brings Wall Street expertise to Main Street businesses. With a distinguished background as a Hedge Fund Analyst and Corporate Banker, Eli has honed his skills in complex financial modeling, risk assessment, and capital structure optimization. At a leading hedge fund, Eli analyzed investment opportunities across various sectors, developing a keen eye for value creation and growth potential. His tenure in corporate banking equipped him with deep knowledge of debt markets and credit analysis. Now, Eli leverages this institutional finance experience to provide Fractional CFO services and Capital Raise Assistance to small and mid-sized companies. He excels at: -> Crafting compelling financial narratives for investors -> Optimizing capital structures for growth -> Implementing sophisticated financial planning and analysis tools Eli's unique blend of high-finance acumen and hands-on approach helps entrepreneurs navigate complex financial landscapes, secure funding, and drive sustainable growth. His mission is to empower businesses with the financial strategies and insights typically reserved for large corporations.
    Featured Skill Financial Modeling
    Investment Preparation
    Investment Research
    Private Equity
    Capital Markets
    Financial Statements Preparation
    Financial Analysis & Valuation
    Financial Analysis
    Analytical Presentation
  • $65 hourly
    Dr. Gregory Gray Jr. is a highly accomplished and versatile professional with expertise in finance, project management, and strategic leadership. He holds a DBA in Finance, an MBA, and certifications as a PMP, CSM, CSSC, and FMVA, bringing a wealth of knowledge and practical experience to every endeavor. Financial Acumen: Dr. Gray excels in connecting fiscal strategy to business goals. He is adept at financial planning, forecasting, budgeting, and capital allocation. He provides invaluable insights to executive teams, guiding both short-term tactics and long-term vision. His expertise extends to risk management, ensuring compliance, and adequate cash flow planning. Project & Program Management: With a proven track record of successfully managing complex projects and programs, Dr. Gray is skilled in leading cross-functional teams, optimizing workflows, and delivering results on time and within budget. He is proficient in Agile and Scrum methodologies, driving team productivity and efficiency. Strategic Leadership: Dr. Gray is a strategic thinker with a passion for driving organizational growth and improvement. He is adept at developing and implementing innovative solutions, fostering collaboration, and mentoring others to achieve their full potential. Dr. Gray is committed to excellence and continuous learning, making him a valuable asset to any organization seeking to achieve its financial and strategic objectives. DBA (Doctor of Business Administration) in Finance MBA (Master of Business Administration) in Managerial Financial Accounting PMP (Project Management Professional) CSM (Certified Scrum Master) CSSC (Certified Scrum Scale Coach) FMVA (Financial Modeling & Valuation Analyst)
    Featured Skill Financial Modeling
    Oracle NetSuite
    Xero
    QuickBooks Online
    Account Management
    Financial Analysis
    Financial Audit
    Annual Report
    Budgeting & Forecasting Software
    Balance Sheet
    Cash Flow Statement
    Income Statement
    Management Consulting
    Accounting
    Bookkeeping
  • $30 hourly
    Hi, I've passed the CPA exam and have worked in accounting / finance roles. I began my career as an auditor at Big 4 CPA firm, KPMG, where I worked for 4 years and led staff engagement teams on large companies such as Yellow Freight and Hallmark Cards. I have worked for multiple start ups and helped prepare them for an exit, going through the due diligence process from both the buyer and seller's perspective. I am a one stop shop for any accounting and finance needs. My skills include: - financial modeling / valuation - bookkeeping -quickbooks online and desktop - managerial accounting reports to help facilitate sound decision making
    Featured Skill Financial Modeling
    Microsoft Excel
    Finance
    Finance & Accounting
    Valuation
    Management Consulting
    Bookkeeping
    Accounting
  • $50 hourly
    Summary Executive with a track record of analyzing financial data and evaluating investment opportunities. Results driven, while using finance, economics and accounting expertise to provide insight and recommendations. Help organizations make informed investment decisions, manage risk and allocate resources efficiently. Resourceful self-starter, able to work autonomously and as a team player. Develop, implement, maintain financial controls and guidelines. Manage daily close processes for AP, AR, cash and GL. Help develop and support short and long-term operational strategies. Financial services experience. Small business and family office experience. Communicate and execute concepts and ideas both verbally and via documentation. Exhibit holistic understanding of accounting and financial reporting. Demonstrate ability in qualitative and quantitative analysis. Key Achievements
    Featured Skill Financial Modeling
    Financial Projection
    Financial Presentation
    Finance & Accounting
    Financial Accounting
    Financial Analysis
    Excel Formula
    Microsoft Excel
    Financial Analysis & Valuation
    Financial Planning
    Accounting
  • $30 hourly
    Experienced Business Analyst with a demonstrated history of working in the utilities industry. Skilled in Sales, Management, Training, Financial Analysis, and Data Modeling. Strong business development professional with a Master of Business Administration - MBA focused in Professional Accounting from Syracuse University - Martin J. Whitman School of Management.
    Featured Skill Financial Modeling
    SQL
    Microsoft Power BI
    Python
    Tableau
    Microsoft Access
    Data Analysis
    Looker
    Business Innovation
    Microsoft Power BI Data Visualization
    Financial Analysis
    Innovation Strategy
    Business Analysis
    New Product Innovation
    Microsoft Excel
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