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Hire the best Financial Modelers in Houston, TX

Check out Financial Modelers in Houston, TX with the skills you need for your next job.
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Clients rate Financial modelers
Rating is 4.9 out of 5.
4.9/5
based on 256 client reviews
  • $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.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Real Estate Appraisal
    Real Estate Acquisition
    Real Estate
    Real Estate Financial Model
    Investment Banking
    Real Estate Financial Modeling
    Real Estate Investment Assistance
    Private Equity
    Investment Preparation
    Company Valuation
    Valuation
    Financial Model
  • $75 hourly

    • 5.0/5
    • (6 jobs)
    My passion lies in empowering individuals to turn their entrepreneurial dreams into thriving businesses. I'm not just a financial advisor; I'm a strategic partner who rolls up my sleeves and immerses myself in the heart of your company. My expertise lies in illuminating the path to success through two key areas: Investment Optimization: My keen eye for potential and deep understanding of market trends allow me to guide intelligent investment decisions. Whether it's securing funding, allocating resources, or crafting a watertight financial strategy, I ensure your resources are channeled towards maximum impact. Business Development Mastery: I've spent countless hours honing my skills in the trenches, learning the intricate dance of building a successful enterprise. This wealth of experience translates into practical action plans for growth, from streamlining operations and navigating mergers to cultivating strategic partnerships and expanding your market reach. Currently, I'm lending my expertise to a burgeoning real estate company that recently underwent a merger. Witnessing their progress firsthand fuels my drive to share my knowledge and offer others the shortcut to success I've meticulously carved through years of hands-on experience.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Looker Studio
    Business Strategy
    Company Valuation
    Finance
    Real Estate Financial Model
    Real Estate Acquisition
    Business Intelligence Software
    Microsoft Excel
  • $60 hourly

    • 5.0/5
    • (39 jobs)
    I worked a number of finance and economics roles for a large mutinational and have skills in areas, such as financial accounting, management accounting, economics, tax, risk management and valuation. You can look at my work experience in the relevant section. I am focused on projects requiring building financial or economic models in Excel. I can also modify or improve existing models and support a project after implementation. I can also work on one-time or continuous contracts requiring finance/economic analysis including report-out or presentation of results in e.g. Powerpoint. I have 9 years of experience working with financial and economics models in Excel. I have created a simple model to showcase on upwork - you can look it up in the portfolio section. I have a Master's degree in Accounting and Finance from London School of Economics and a BSc degree in Economics from Kazakh-British Technical University. I hold CIMA Advanced Diploma in Management Accounting having passed all exams and currently awaiting formal endorsement of my professional experience to receive the qualification. I can also do Russian-English and English-Russian translation. I speak perfect Kazakh language, so can do any translation, editing or other similar work in Kazakh. I have translation work experience as a freelance translator. I have a goal-oriented approach in everything I do. My strong qualities are effectiveness, ability to resolve any problems pro-actively and punctuality. I don't believe in making excuses, so will deliver the agreed result on time.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Business Valuation
    Valuation
    Economic Analysis
    Data Analysis
    Economics
    Business Plan
    Visual Basic for Applications
    Financial Accounting
    Microsoft Excel
  • $95 hourly

    • 4.7/5
    • (2 jobs)
    My career has successfully risen from an entry-level accountant to Chief Financial Officer. I promote sustainable growth and profitability through careful strategic planning aligned with company objectives. Overseeing a wide-range of business departments, I work to optimize productivity and efficiently manage costs. Currently, I manage the company-wide portfolio, saving over $100,000 through strategic closing of a service line and location due to lack of demand. My knowledge extends across many specialties including taxes, payroll, sales, and budgeting. I promote the development of efficient teams, leading my staff to accomplish the required financial metrics. Promoting staff satisfaction, I promote work quality by developing top-level training and development programs.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Accounting
    IRS Resolution
    QuickBooks Online
    Payroll Accounting
    Tax Return
    Financial Statement
    Tax Planning & Advisory
    Bookkeeping
    Business Analysis
    Financial Analysis
  • $200 hourly

    • 4.9/5
    • (2 jobs)
    SQ CPA PLLC is created to cater Accounting and Tax needs for individuals and businesses. We take pride in providing exceptional Tax and Accounting solutions, thanks to powerful and configurable business processes and automation. Our services include tax planning and tax compliance, new business advisory services, QuickBooks setup and support, and financial statements preparation coordinated at both the business and individual levels. So you can maximize your tax savings while remaining compliant. We provide accounting services and tax strategies that deliver measurable results to modern business owners. We'll find better ways to handle your bookkeeping and payroll needs (keeping your books organized and up to date on monthly basis) and use our expertise to reduce your tax liabilities, allowing your business to maximize profits.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Tax Planning & Advisory
    Management Consulting
    Tax Law
    CPA
    Financial Analysis
    Business Plan
    Bookkeeping
    Tax Return
    Intuit QuickBooks
  • $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!
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Cash Flow Analysis
    Forecasting
    Real Estate
    Financial Analysis
    Microsoft Excel
    Financial Planning
    Underwriting
    Financial Report
    Valuation
    Mergers & Acquisitions
    Financial Projection
    Investment Banking
    Private Equity
    Pro Forma Statement
  • $89 hourly

    • 5.0/5
    • (3 jobs)
    Thank you for reviewing my profile! I am a well-versed financial analyst with 15 years post-MBA experience in both large corporate and small business engagements. Much of my experience starts with huge data sets and/or financial models in Excel that I formulate into executive-level reporting and recommendations. A keen eye for details is required in my day to day as my typical audience is the investor, banker, and executive leadership community. That translates to precise and clean outputs for my projects as a MUST! I perform deep and wide online research, be it for market/macro trends, "the next big thing," specific transactions or personnel news, or just to improve my personal knowledge. Additionally, with a language undergraduate, I am well-versed in proofreading, editing, and creating copy on any variety of subjects, but often technical in nature. I couple quantitative and qualitative abilities in almost all I do! Specialties: * Financial Modeling * M&A and Divestiture Analysis, Due Diligence, and Reporting * Financial Planning & Analysis * Budgeting and Forecasting * Margin Analysis * Long Range Planning * Executive/Investor Reporting and Analysis * Special Project Management * Training and Education * Finance Software Implementation * Research * Proofreading, editing, and Creating Copy
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Post-Merger Integration
    Data Interpretation
    Forecasting
    Construction
    Microsoft Excel
    Corporate Finance
    Editing & Proofreading
    Economics
    Microsoft PowerPoint
    Data Analysis
    Mergers & Acquisitions
    Strategy
    Financial Analysis
    Real Estate
  • $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 business strategy firm with an emphasis on SEO & AI implementations. In addition to running his own firm, Telless is also a Senior M&A Advisor with Capital Asset Advisors, a boutique investment bank that specializes in middle-market businesses & firms. Telless has a wealth of experience in industry, having held several positions in real estate and business development. He 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. In addition to his work in real estate, Telless has experience in venture capital, private equity, and consulting, having worked at various firms and nonprofits throughout his professional career. Telless has also held positions in sales and marketing, having worked in technology as a sales professional. He has also been instrumental in fundraising over $500,000 for various charitable causes. With his impressive education and wealth of experience, Telless is well-equipped to navigate the complex and ever-evolving world of finance and business.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Shopify Marketing
    Shopify
    SEO Competitor Analysis
    SEO Strategy
    SEO Content
    Search Engine Optimization Report
    Business Consulting
    ChatGPT
    Financial Analysis & Valuation
    Business Strategy
    Market Research
    Microsoft Excel
    Research & Strategy
  • $120 hourly

    • 5.0/5
    • (3 jobs)
    * Strategic finance leader; trusted partner to CEO/CFO in developing value-maximizing strategies * Organization builder with strong collaboration skills to drive cross-functional alignment * Deep understanding of value creation derived from 17 years of Wall Street experience * Passion for financial modeling, capital allocation and forecasting accuracy * Extensive domain expertise in technology sector, with experience covering over 50 companies across the cloud infrastructure, IT hardware, software, and IT services industries * Highly effective communicator who translates complex technical ideas into accessible language to maximize influence and drive alignment with key decision-makers
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Finance
    Shareholder Relationship
    Presentations
    Writing
  • $110 hourly

    • 5.0/5
    • (8 jobs)
    Please visit website with link to full resume. (Links not allowed here by Upwork.) Career highlights: • Institutional and Private Clients • Wide International and Intercultural Experience • Long and Short-Term Investment, Financing, Start-ups, Clean and Renewable Energy • Short / Long-Term Engagements • Interim Senior Management Roles (CEO) Business Plans, Writing Assignments, Pitch Decks, Financial Modelling
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Contract Law
    Financial Analysis
    Business Proposal Writing
    Document Review
    Real Estate Investment Assistance
    Business Strategy
    Venture Capital Consulting
    Technical Writing
    Business Plan
    Editing & Proofreading
    Financial Projection
  • $100 hourly

    • 5.0/5
    • (4 jobs)
    I bring over 25 years of investing experience across multiple asset classes - venture, private equity, credit and public equities. This career has made me an expert in financial forecasting / modeling, fund raising, business planning, strategy and valuation. My industry concentration has been primarily in technology, energy, industrial, business services, telecom and media. I have engaged the spectrum from Fortune 100 companies to emerging technologies from university labs. As a angel and early stage venture investor, I mentor and advise startups. I am also the founder of an innovative technology platform where I managed development teams, data scientists, business strategy, marketing, market research, partnerships and channel development, financial planning and fund raising. I also act as fractional CFO on a selective basis. An example of a recent fractional CFO engagement: • Seed, Series A, Series B raise • Multiple tranches of equipment financing • Venture debt • Value pricing strategy improved contribution margin 30% • Inventory cycle count added 5 points to gross margin • Move from cash to accrual accounting • Mapped out and managed Financial Planning & Analysis (FP&A) process • Stood up ESOP and managed 409a valuation • Launched integrated executive dashboards • Operations software integration • Acquired Australian software company • Fielded two acquisition offers • Board director and Corporate Secretary Proficient in excel, powerpoint, monte carlo simulation, Pitchbook, Intrinsic (Stockval), Bloomberg, Capital IQ.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Fundraising
    Startup Consulting
    Financial Analysis
    Management Consulting
    Business Valuation
    Corporate Strategy
    Venture Capital Consulting
    Investment Research
  • $160 hourly

    • 5.0/5
    • (2 jobs)
    CPA specializing in financial reporting and financial modeling. Tenure as an external Auditor was spent consulting private clients on the IPO process and ensuring internal controls and accounting processes were adequate. Currently work as a senior project accountant ensuring that monthly/quarterly reporting for equity partners is accurate and future year cash flow projections are still in line with expectations. Extensive work done in Argus DCF software and Realogic budgeting. I maintain the books and financial models for the assets that I oversee. I enjoy financial modeling and budgeting in order to help pinpoint strengths and weaknesses of operations. I like to think outside of the ledger world of accounting and find ways to improve operations.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Argus
    Cash Flow Modeling
    Financial Reporting
    Management Consulting
    Financial Audit
    Budget Management
    Mergers & Acquisitions
    Internal Control
    Strategic Plan
  • $75 hourly

    • 3.9/5
    • (39 jobs)
    Senior Financial Analyst with extensive experience in multiple disciplines and asset classes, specializing in occupier services, landlord representation, and investment acquisitions and dispositions. Analytic and modeling services offered include but are not limited to: • lease renewal and relocation comparisons • mid-term lease renegotiations (“blend and extend”) • lease buyouts • sublease disposition/recovery • comparison of build-to-suit/design-build to lease • lease vs. buy • own vs. sale/leaseback • waterfall analysis • landlord net effective rate and IRR • investor discounted cash flow analysis • multifamily asset underwriting in redIQ • direct capitalization • direct involvement in pitches and client presentations
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Real Estate Marketing
    Argus
    Commercial Lease
    Underwriting
    Marketing Strategy
    Corporate Finance
    Real Estate Financial Modeling
  • $40 hourly

    • 5.0/5
    • (2 jobs)
    Hands-on, results-driven leader with 15 years of experience in supply chain, procurement, sourcing, and finance in both large enterprise and start-up environments. History of sourcing and negotiating complex supplier agreements, implementing process improvements, and driving cost savings. Expertise in utilizing data and deploying technology to improve operational performance and quality. Proven ability to develop RFP and RFQ documents, TCO models, and project business cases. Strong analytical background, ability to build big data models, and find insights from large sets of data. Proficiency in deploying lean methods, new technology, and processes to promote operational excellence and create competitive advantages. Spend responsibilities from $60m to $2b pa. Trusted advisor to C-suite leadership and investors. Areas of Expertise: Supply Chain/Procurement Leadership Strategic Sourcing Commodity Category Strategy Development & Management Six Sigma/Lean Manufacturing Procurement policy & technology Outsourcing Contract Manufacturing Facility Shut Down Business Case Development/Decision Support Change Management Continuous Improvement Contract Negotiation Procure-to-Pay Supply Risk Mitigation Digital Supply Networks S&OP Inventory Management Employee Development & Coaching
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    RFP Writing
    Data Analytics
    Process Design
    Process Improvement
    Contract Drafting
    Six Sigma
    Contract Manufacturing
    Contract Negotiation
    Price & Quote Negotiation
    Sourcing
    Microsoft Excel
    Forecasting
    Financial Planning
    Financial Analysis
  • $120 hourly

    • 0.0/5
    • (2 jobs)
    ✅ABOUT ME I am a US CPA. CFO and entrepreneur, passionate about accounting, finance and business. I have 12+ years experience serving businesses from all over the world to ensure they are performant and continuously growing. I’ve worked with businesses of all shapes, models, industries - from start-ups to billion-dollar companies. I’ve participated in IPOs, mergers and acquisitions and I have been involved in multiple advisory projects to put in place the most efficient financial processes. I have a proven track record to prepare the right financial reports, processes and KPIs that give CEOs the information needed to focus on business development and increase profitability. I know it’s hard to keep up with numbers but I know what it takes to make this process painless while bringing the expertise needed to tell and perfect your business story overtime. I believe in the power of tech, systemization and financial strategy. ✅TESTIMONIALS "Salma is business oriented and everything she does is strategic. She thinks about our business story, our investment rounds, our financial model, R&D and more. This is the solution for entrepreneurs all around the globe.” “Salma always goes above and beyond to help me understand my business and make the right decisions. She also uses the best technology and process to track our numbers. With her help, I was able to successfully exit my startup.” “I cannot give enough praise to Salma and her team. We were in desperate need of someone come in and clean our numbers and we ended up getting that and so much more.” “Salma is a game changer in our business. In just one month, she got to know our business model and created a new financial model and pitch deck. This doubled the valuation we were pitching and it gave me a ton of confidence to raise a successful round. She knows how to prepare a compelling business story that will impress investors and accelerate growth” ✅EXPERTISE 🔹 Done for you tech processes for the most streamlined financial operations 🔹 Bookkeeping and accounting 🔹Financial reporting 🔹KPIs and data analysis for faster growth 🔹Financial analysis and strategy 🔹Budgeting and forecasting 🔹Financial modeling for capital raise 🔹Business model review and pitch decks for capital raise 🔹Pricing strategies 🔹Banking relationships 🔹Preparation for an exit or merger. 🔹Due diligence 🔹Cap table Management ✅INDUSTRIES SERVED SaaS, PaaS, Marketplaces, Technology/AI, Education, Real Estate, Fashion, Health and Wellness, Consumer Goods, Life Sciences, Adtech, Media and entertainment, Professional Services, Hospitality and Tourism, Aerospace ✅WHAT I PREACH 🔸Ambition is both passion and drive 🔸Transparency is the foundation of trust 🔸Borders don't exist 🔸Networking and brainstorming are powerful because more is stronger than one 🔸Self education is the new norm 🔸The biggest reward in life is the impact we make ✅FUN FACT I helped one of my founders prepare for Shart Tank. We’ve seen how embarrassing it is when a founder is grilled for not knowing the numbers. Watch him below ✅BENEFITS Work with an expert and focus on your zone of genius. Save time and avoid stress. You could lose clients, investors and hinder banking relationships if your financial operations and numbers are not in check. Work with the financial team that understands your business and will help you get to the next level with a proven process. Let’s chat on a discovery call.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Analytics Dashboard
    KPI Metric Development
    Budgeting & Forecasting Software
    Process Improvement
    Bookkeeping
    Financial Consulting
    Fundraising
    Financial Analysis & Valuation
    Financial Analysis
    Financial Reporting
    Accounting Advisory
    Financial Accounting
    Accounting
  • $225 hourly

    • 0.0/5
    • (0 jobs)
    Building business value for growing B2B companies. Typical services: • Persuade funding sources to provide capital to support rapid growth • Pricing strategies using 80/20 tools and transaction level data • Managing cash flow and repeatable business process to grow rapidly • Accelerate growth with strategic acquisitions including projections and funding Success: Project CFO for $200M private equity (independent sponsor) acquisition of a engineering construction (EPC) company. Success: Industrial health services company grew sales 7X in four years with funding, systems, tax and strategy. Success: Industrial distribution company grew sales by 5X in three years with funding support, new accounting / ERP system, ISO quality certification and cost controls. Success: Industrial staffing company had flat sales for three years before Karl changed management practices and brought in new funding to double sales in two years. Success: Led bank acquisition with a $40M enterprise value to expand branch network. Success: Guided a small company out of bankruptcy by restructuring a loan to get an additional $2M in funding.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Risk
    Financial Presentation
    Financial Projection
    Financial Management
    Finance & Accounting
    Management Accounting
    Financial Analysis & Valuation
  • $150 hourly

    • 0.0/5
    • (0 jobs)
    Seeking projects, fractional/outsourced roles, and/or contract to hire positions such as: • VP of Operations / Chief Operating Officer (COO) • VP of Sales / Chief Revenue Officer (CRO) / Chief Sales Officer (CSO) / Chief Growth Officer (CGO) My mission is to support organizations helping them to make a lasting impact through aligning their teams, achieving results, and accelerating their growth. Award-winning business operations and revenue leader with 10+ years of success in driving growth, market expansion, and operational efficiency within fast-paced environments. Results-oriented track record in building and scaling startups through strategic planning and collaborative solutions to optimize operations, boost sales performance, enhance productivity, and drive revenue growth. Hands-on leadership with experience recruiting, developing, mentoring, and scaling high-performing cross-functional teams that enhance company culture and exceed expectations. Data-driven & analytical, skilled in business intelligence, market research, project management, process improvement, and informed decision-making. Expertise spans industries such as financial services / FinTech, healthcare / Health Tech, insurance & benefits administration / Insurtech, payroll solutions, ecommerce, nonprofit, and human resources.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    KPI Metric Development
    Program Management
    Process Improvement
    Cross Functional Team Leadership
    CRM Software
    Sales Enablement
    Strategy
    Data Analysis
    EOS
    Go-to-Market Strategy
    Project Management
    Sales Operations
    Leadership Skills
    Business Operations
  • $150 hourly

    • 5.0/5
    • (16 jobs)
    I am an active CPA registered in Texas. I have over 10 years of accounting experience and specialize in financial statement preparation, general ledger accounting, reconciliations, individual/business tax return preparation, and other financial statement analysis. I can assist clients with preparing journal entries, maintaining general ledgers, preparing workpapers for auditors, and preparing/filing your individual and corporate tax returns. I am reliable, trustworthy, professional, and very detail oriented. I look forward to working with you.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    US Taxation
    Accounting
    GAAP
    Financial Statements Preparation
    Financial Statement
    Financial Accounting
    Financial Model
    CPA
    Financial Reporting
    Financial Analysis
    Tax Return
    Tax Preparation
    Financial Audit
    Microsoft Excel
  • $125 hourly

    • 0.0/5
    • (0 jobs)
    FRAN JANDJEL, MBA, CPA, CGMA, ACMA EXECUTIVE PROFILE Strategic Group CFO (Over $2.5 billion in Revenue, Over 300 companies worldwide)) - Public & Private - Domestic and International CFO (North America, Europe, Middle East & Asia) - Business Partner of CEO - Drives growth - High Energy - High Emotional Intelligence - Entrepreneur Spirit - Board Member - Private Equity - Family Office - Raised over $3 billion debt (including IPO) - Mergers, Acquisitions & Divestitures (Over 50 Deals buy and sell - $5 billion) – Hyper Growth - Turnaround Management – Startups – Tech Savvy. Key Industries – Energy, Oil & Gas, Chemicals, Real Estate (Commercial, Sub divisions, Single family & Multi Family), Construction (Commercial Buildings, Multifamily and Single family, Fit Out, Data Centers & Highways), Technology, Telecom, Manufacturing, Insurance & Reinsurance, Automotive, Yachting, Hospitality, Food, Beauty, Government Contracts, Pharma, & Ranching/Agriculture. CORE COMPETENCIES: Mergers, Acquisitions & Divestures | Strategic Planning & Forecasting | Risk Management | Due Diligence (Buy & Sell M & A)| Refinancing | Debt / Equity Financing | SOX Compliance | Financial Reporting and Modeling | FP&A | Investor Relations | Process Re-engineering | ERP Systems (Implementation & optimized existing ERP systems) | Treasury, Cash Management & Covenant Compliance | Contract Review and Negotiation | Domestic and International Company Setup | IPO’s | Bankruptcy | Internal Audits | Turnaround Management | Project Management | IFRS | US GAAP | Trusts | Complex International structures | Business Intelligence | Complex Tax Structures (Domestic & International) | Shared Services (Setup & run) | Multi Office (Domestic & International) | Consolidations (over 3,000 companies in group) | Emotional Intelligence – (Build teams direct & indirect) SELECTED ACHIEVEMENTS: • CFO – First CFO of a newly acquired PE company, in multiple locations o IMPACT: Led the successful purchase of multiple companies, with integration into group, o Implemented GAAP accounting with extensive FP&A and implemented New ERP system, Netsuite • CFO - Transitioned a small private company to a fully integrated subsidiary of a large multinational through reengineering of the accounting and finance functions, changed fiscal year-end, and directed the implementation of a new ERP system. o IMPACT: Planned, organized and managed the seamless transition within six months. Successfully blended two cultures and built synergies amongst both groups. • CFO - Led the due diligence process and facilitated the sale of multiple companies. Calculated and analyzed five-year historical analysis and five-year future forecasts; liaised with banker, investor, outside counsel and senior management. o IMPACT: Led the successful sale of multiple companies • Group VP Finance & Accounting (Head of Finance and Accounting – multinational- Revenue - $2.5 billion) - Restructured a 50 + company group, moving from a Trust structure to a Corporate Structure. Completed a hostile takeover of a public company, and successfully merged into existing Group. Negotiated and completed multiple lines of credit over to $0.5B in USA and Europe (syndicated and unsyndicated) o IMPACT: Moved the company from being a large family structured Trust organization, only in the USA (Revenue - $200 million) into a $2 billion Net worth Corporate Group, in 30 countries, to over 300 companies worldwide, through extensive Acquisitions & Divestitures and organic growth • Director of Accounting - Analyzed, reviewed, scheduled and led the calculations of the most complex bankruptcy in U.S. history. Ensured compliance with the Plan of Reorganization, thousands of court approved settlements, U.S. GAAP and Bankruptcy code. More than $21B in claims was paid o IMPACT: The creditors were paid every six months in accordance with the Plan of Reorganization. There was zero restatement of any payouts.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Finance & Accounting
    Financial Analysis
    Business Plan
    CPA
    Due Diligence
    Financial Statement
    Financial Management
    Financial Disclosure
    Financial Accounting
    Cost Analysis
    GAAP
    Oracle NetSuite
    BlackLine
    Intuit QuickBooks
  • $25 hourly

    • 5.0/5
    • (1 job)
    As a skilled data analyst, I have extensive experience in conducting various types of analysis to extract valuable insights from data. My expertise includes tools such as SQL, Python, Excel, Tableau, PowerBI, and web scraping, as well as techniques such as exploratory and inferential analysis. I am highly proficient in using libraries like Matplotlib to visualize and communicate my findings. With my diverse range of skills and experience, I am confident in my ability to deliver meaningful results for any data analysis project.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Database Design
    Data Warehousing
    Database Architecture
    Database Management System
    MySQL Programming
    Cash Flow Analysis
    Risk Analysis
    Forecasting
    Real Estate Financial Modeling
    HTML
    Information Management
    Microsoft Outlook
    Database
    Management Skills
    Analytics
    Business Management
    Microsoft Office
    MySQL
    Data Science
  • $75 hourly

    • 0.0/5
    • (1 job)
    As a seasoned finance executive and tech-healthcare innovator, I specialize in driving client growth and enhancing operational efficiency through strategic insights and robust solution implementation. My approach leverages deep industry knowledge and innovative technology solutions to deliver measurable improvements in performance and sustainability. With a track record across various senior roles, including founding NurseDash and serving as CFO for major healthcare organizations, I bring a proven ability to transform challenges into opportunities, ensuring clients achieve their strategic objectives with optimal outcomes.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Cross Functional Team Leadership
    Leadership Development
    Product Development
    Forecasting
    Entrepreneurship
    Healthcare Management
    Strategic Plan
    Lean Startup
    Corporate Strategy
    Budget Planning
    Finance
    Business Strategy
  • $30 hourly

    • 0.0/5
    • (1 job)
    I'm a seasoned financial consultor with over a decade of experience working with people and organitstions with their financial issues. I Can help you in many áreas from creating robust financial models using Excel and Python, to organizing your Accounts Payable (AP) and Accounts Receivable (AR). Lets transform your data into actionable financial insights.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Data Management
    Programming Bug Fix
    Python Script
    Python
    Investment Strategy
    Risk Management
    Financial Planning
    Financial Management
    Financial Consulting
    Financial Analysis & Valuation
    Financial Analysis
    Financial Accounting
    Finance & Accounting
    Finance
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    Dynamic financial executive with over 20 years of experience driving strategic financial initiatives and operational excellence across energy, industrials, healthcare, and technology sectors. Expertise in corporate finance, M&A, financial planning and analysis, and strategic restructuring. Proven track record of leading high-impact projects that optimize financial performance, enhance cash flow management, and drive organizational growth. Adept at executive decision-making, business plan development, lender negotiations, and leading cross-functional teams to achieve sustainable success.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Project Management
    Chartered Financial Analyst
    Corporate Finance
    Strategy
    Pitch Deck
    Microsoft Excel PowerPivot
    Post-Merger Integration
    Mergers & Acquisitions
    Financial Analysis & Valuation
    Cash Flow Modeling
    Business Planning & Strategy
    Due Diligence
    Business Transformation
    Management Consulting
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How do I hire a Financial Modeler near Houston, TX on Upwork?

You can hire a Financial Modeler near Houston, TX on Upwork in four simple steps:

  • Create a job post tailored to your Financial Modeler project scope. We’ll walk you through the process step by step.
  • Browse top Financial Modeler talent on Upwork and invite them to your project.
  • Once the proposals start flowing in, create a shortlist of top Financial Modeler profiles and interview.
  • Hire the right Financial Modeler for your project from Upwork, the world’s largest work marketplace.

At Upwork, we believe talent staffing should be easy.

How much does it cost to hire a Financial Modeler?

Rates charged by Financial Modelers on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.

Why hire a Financial Modeler near Houston, TX on Upwork?

As the world’s work marketplace, we connect highly-skilled freelance Financial Modelers and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Financial Modeler team you need to succeed.

Can I hire a Financial Modeler near Houston, TX within 24 hours on Upwork?

Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive Financial Modeler proposals within 24 hours of posting a job description.

Looking to hire for long-term or full-time assignments? See how Full-time hiring on Upwork simplifies the process.