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Hire the best Financial Modelers in San Diego, CA

Check out Financial Modelers in San Diego, CA with the skills you need for your next job.
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Clients rate Financial modelers
Rating is 4.8 out of 5.
4.8/5
based on 301 client reviews
  • $195 hourly
    • 5.0/5
    • (71 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.
    Featured Skill 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
  • $99 hourly
    • 5.0/5
    • (6 jobs)
    QUICK SUMMARY: I am an engineer, investor, and professional consultant with nearly a decade of experience serving clients ranging from small business owners to Fortune 500 management teams. I deliver tools, models, and systems that my clients leverage to (1) analyze investments, (2) drive project management decisions, (3) optimize and automate workflows, (4) organize, analyze, and visualize complex data, and (5) seamlessly integrate internal systems. I am a problem solver, I love a challenge, and I take great pride in consistently delivering excellence to my clients. Here's what sets me apart... 1. Attention to Detail & Quality Assurance I focus on delivering products and solutions that exude excellence, ensuring reliability and precision, every time. 2. Visionary and Integrator I combine technical expertise with a deep understanding of my clients' business goals, providing tailored solutions that address the bigger picture while delivering on low level objectives. 3. Transparent, Honest Approach I prioritize trust and integrity. Whether it's suggesting a different direction, acknowledging when I'm not the right fit, or offering a more cost-effective solution, I always act in my clients' best interest. ____________________________________________________________________________ AREAS OF EXPERTISE: I serve businesses of all sizes across a wide range of needs. Here are some examples of solutions I can provide: INVESTMENT & FINANCIAL ANALYSIS - Build reusable financial models to evaluate key return metrics for capital acquisitions, real estate, businesses, energy facilities, etc. - Conduct a detailed, independent deal analysis with actionable insights. WORKFLOW AUTOMATION & BUSINESS SYSTEMS - Design fully automated workflows for lead generation, marketing, and customer management, integrating tools like CRMs, APIs, and databases. - Develop custom web scrapers to fetch and sync data with existing systems. - Automate manual processes with Artificial Intelligence (AI), APIs, and custom code, reducing overhead and eliminating the need for virtual assistants. PROJECT CONTROLS TOOLS - Develop comprehensive project controls infrastructure to manage scope, cost, schedule, and risks. - Create resource-loaded schedules using Primavera P6 for complex construction projects. - Design risk analysis programs to prioritize impactful threats and opportunities. MANAGEMENT SUPPORT - Craft professional presentations, pitch decks, and management reports. - Build data analytics tools, dashboards, and visualizations for improved decision-making. - Create project management plans covering roles & responsibilities, work breakdown structure (scope), reporting, contract strategy, etc. ____________________________________________________________________________ PROFICIENCIES: I am proficient in a broad range of digital tools, including but not limited to: - Microsoft Excel, including pivot tables, advanced formulas, macros, and VBA - Google Sheets, including Apps Script for automation - Make.com (workflow automation) - Primavera P6 (project scheduling) - Power BI (data visualization and dashboards) - Tableau (data visualization and dashboards) - CRMs (Monday, Go High Level (GHL), Hubspot, etc.) - AirTable (Database management and automations) - Various APIs (custom integrations) - Safran (risk analysis) - And many more… If you're looking for a reliable professional who can simplify complex problems and deliver effective, custom solutions, please reach out! I look forward to learning about your project and serving your business.
    Featured Skill Financial Modeling
    Energy & Utilities
    Acquisitions
    Data Visualization
    Project Schedule & Milestones
    Project Finance
    Project Engineering
    Risk Analysis
    Construction Management
    Presentations
    Pitch Deck
    Technical Project Management
    Automation
    Artificial Intelligence
    Make.com
  • $125 hourly
    • 5.0/5
    • (27 jobs)
    I am a Certified Public Accountant (CPA) licensed by the California State Board. I am experienced with all aspects of financial reporting, tax and audit, US GAAP reporting, federal contracts cost accounting and reporting. I have over 18 years of experience at public and private companies, including high growth FinTech, Software, HealthTech, BioTech/Pharma, where I had various hands-on and manager level roles. I am authorized to practice before the IRS and state tax agencies. I can prepare and e-file your returns or resolve any notices and problems. I specialize in the new CARES Act relief, the ERC Employee Retention Tax Credit / ERTC / claims to the IRS for businesses which suffered due to the pandemic downturn. I am experienced tax professionals, who is dedicated to providing my clients with the most up-to-date and accurate tax advice. I understand the complexities of the tax code and the importance of minimizing tax liabilities while ensuring compliance with all applicable laws and regulations. My goal is to provide my clients with the peace of mind that comes from knowing that their taxes are in good hands. The services I am offering include the following: -Tax planning: I will work with you to develop a tax plan that takes into account the company's unique circumstances and goals. This plan will help minimize the company's tax liabilities while ensuring compliance with all applicable laws and regulations. -Tax preparation: I will prepare all necessary federal, state, and local tax returns for my client. I will ensure that all returns are filed accurately and on time to avoid any penalties or interest charges. -Tax representation: If you are audited or receive a tax notice, I will represent the company in all dealings with the tax authorities. I will handle all negotiations and communications with the tax authorities on the company's behalf, ensuring that the best outcome is achieved for the company.
    Featured Skill Financial Modeling
    Xero
    Sage Intacct
    International Financial Reporting Standards
    Bookkeeping
    CPA
    Certified Tax Preparer
    Financial Reporting
    GAAP
    SAP
    Financial Audit
    Payroll Accounting
    Intuit QuickBooks
  • $150 hourly
    • 5.0/5
    • (1 job)
    Owner of boutique capital advisory firm specializing in sourcing equity and debt capital for seed and growth stage companies. Core competencies include: Investor research and targeting Pitch development and creation Financial analysis and financial data presentation Credit underwriting and credit structuring
    Featured Skill Financial Modeling
    Outreach Strategy
    Finance
    Life Science
    Strategy
    Data Analytics
    Finance & Accounting
    Investment Research
    Capital Markets
    PowerPoint Presentation
    Venture Capital Consulting
    Venture Capital
  • $130 hourly
    • 5.0/5
    • (7 jobs)
    Hey there! I'm a 3x startup founder, raised Venture Capital, invested in 10+ startups as an Angel Investor, created an angel investment group that has raised $$ from 70+ angel investors and hold an MBA from University of Southern California. I've personally pitched projects to win over $25mm in business across 10+ years of Business Development experience. I specialize in helping startups create winning pitch decks that attract investors and customers. My services include: - Pitch deck investor grade feedback & coaching - Storytelling and messaging - Framework & design - Competitive analysis and market research - Financial projections and modeling - Pitch delivery coaching and practice - VC outreach strategy Whether you're a first-time founder or a seasoned entrepreneur looking to raise your next round of funding, I can help you create a pitch deck that tells your story, showcases your product or service, and highlights your team's strengths. I can also provide feedback on your pitch delivery and help you prepare for investor meetings and demo days. Let me leverage my startup experience, hundreds of hours reviewing thousands of pitch decks and an overpriced MBA from USC to help you with your startup! I work closely with my clients to understand their business & fundraising goals, so I can tailor my services to their specific needs. My approach is collaborative and iterative, and I always aim to exceed my clients' expectations. If you're ready to take your startup to the next level, let's connect and discuss how I can help you create or refine a compelling pitch deck that gets you $$$.. BONUS: ***Since I’m new to Upwork, my rates are currently 30% off for my first (5) clients*** (I’ve worked with dozens of startups before, just not on Upwork)
    Featured Skill Financial Modeling
    Lean Startup
    Business Strategy
    Business
    Business Development
    Pitch Deck
    Fundraising
    Startup Consulting
    Presentation Design
    Leadership Skills
    Investment Research
    Sales
    Entrepreneurship
    Market Research
    Presentations
  • $65 hourly
    • 5.0/5
    • (2 jobs)
    I work closely data, and have a lot of experience in financial modeling, SQL, and spreadsheet automation as well as basic data engineering. I specialize in setting up robust spreadsheet models.
    Featured Skill Financial Modeling
    Spreadsheet File Format
    Finance
    Spreadsheet Skills
    Spreadsheet Automation
    Data Modeling
    Data Visualization
    SQL
  • $145 hourly
    • 5.0/5
    • (9 jobs)
    About Me: Hi, I’m Dustin DeCusatis, a licensed CPA with a Big Four audit background, and over 20 years of experience in accounting, FP&A, and corporate finance. Since 2022, I’ve been providing fractional CFO and Controller services to small to medium-sized businesses, including 501(c)(3) not-for-profits. My passion is helping businesses gain visibility into their financial operations so that they can make smart financial decisions that drive long-term success. I work closely with each client to deeply understand their business, build trust, and drive meaningful results. What I Do: I offer hands-on, personalized fractional CFO and Controller services that go beyond surface-level support. I specialize in reviewing, refining, and optimizing accounting processes and systems to establish a solid financial foundation. From there, I help implement or improve processes for budgeting and forecasting (including three-statement models and cash flow projections), financial analysis, unit economics analysis, month-end close, and internal reporting; and then I own these processes going forward. Every deliverable and recommendation is tailored; no cookie-cutter models, no one-size-fits-all advice. I bring a dual background in accounting and finance, meaning you get a single trusted partner for all your financial needs. Whether you need help with bookkeeping oversight, financial reporting, FP&A, strategic pricing analysis, or internal controls, I’m here to guide your business forward. Depending on your needs, I can either lead and mentor internal staff or directly handle day-to-day operations. While I don’t prepare taxes, I have a solid understanding of the tax landscape and can partner effectively with your tax preparer to ensure smooth filings and identify tax minimization strategies. My Unique Approach: I believe that effective financial support starts with clarity around your goals. Whether you're focused on short-term profitability or long-term growth, I prioritize what matters most to you and help avoid distractions that don’t add real value. Unlike many fractional CFO firms, I operate as a sole practitioner and do not subcontract or outsource any work. This allows me to provide consistent, high-quality service and have direct knowledge of everything being prepared and delivered for your business. You’ll always work with me directly, ensuring personalized attention and the highest level of trust. Many fractional CFO firms prioritize growth and giving the appearance of scaling their business so that they become attractive acquisition targets. This looks good on paper but often can lead to the quality of deliverables suffering due to not having enough staff with the right depth and expertise, CFO leaders of the firm being pulled in too many directions to give sufficient attention to their clients, and/or outside investors having differing priorities from the operating practitioners (where investors are usually aimed at growth over quality). My approach is different. I’m not looking to scale for acquisition; rather, I do this because it is my passion. My focus is on performing meaningful work and providing hands-on strategic guidance to my clients as if I were part of the ownership team. By staying independent, I have fewer distractions and can dedicate my full attention to what I thrive on - helping you achieve your business goals by serving as the strategic bridge between the financials and the leadership team, and presenting actionable recommendations to help you to achieve your business goals. Why Work With Me: • No Outsourcing, No Subcontracting: You’ll always work with me directly. No revolving doors of service providers. 100% ownership and understanding of every detail of each deliverable. • Tailored Financial Solutions: I create customized recommendations based on your business goals, not generic advice. • Comprehensive Expertise: With over 20 years in accounting and finance, I can help with everything from day-to-day operations to high-level strategic decision-making. • Focused on Your Success: I’m here to drive results, not just scale a firm. Let’s work together to achieve your long-term goals. If this sounds like what you need, let’s connect! I’d love to learn about your business and discuss how I can help you streamline your financial processes, improve decision-making, and grow with confidence.
    Featured Skill Financial Modeling
    Internal Control
    Presentations
    Account Reconciliation
    Microsoft Excel
    Audition Preparation
    Strategic Planning
    Financial Analysis & Valuation
    Financial Reporting
    Financial Policies & Procedures
    Pro Forma Statement
    GAAP
    Budget Management
    Forecasting
    Finance & Accounting
  • $125 hourly
    • 0.0/5
    • (1 job)
    Welcome to my profile! I am a seasoned real estate investment and development professional with a track record of success in identifying value and managing complex projects from inception to completion. With a proven history of negotiating and managing high-value deals, I offer a unique blend of expertise in development, acquisitions, market analysis and financial analysis. With both a bachelor’s and master’s degree in real estate, I have an extensive education foundation as well as 15+ years of real estate experience in a variety of capacities. I am also a Licensed California Real Estate Broker. If there is something you need that you don’t see here, please reach out as it is difficult to include everything, but these are the primary services I offer: • Development Management (San Diego Area) • Excel Financial Modeling o Creating new models from scratch o Auditing/reviewing existing models • Lease Analysis/Valuation • Lease Abstracting • Acquisition Due Diligence • Third Party Consultant Coordination o Environmental o ALTA Survey o Property Condition Assessment o Zoning Reports o Geotechnical • Market Analysis o Comps Research Primary Product Types: • Single Family • Multifamily • Retail/Shopping Center • Short-Term Rental/Airbnb I am excited to bring my expertise to your projects. Let's collaborate to achieve your real estate goals – contact me today to discuss how I can add value to your team or project.
    Featured Skill Financial Modeling
    Real Estate Investment Assistance
    Retail
    Apartment
    Real Estate Business Plan
    Real Estate Financial Modeling
    Real Estate Acquisition
    Real Estate Financial Model
    Commercial Lease
    Due Diligence
    Finance
    Acquisitions
    Real Estate
    Financial Projection
    Financial Analysis
  • $35 hourly
    • 5.0/5
    • (1 job)
    I am a highly skilled Financial Advisor with a strong background in creating and executing comprehensive financial strategies. With a Master's in Financial Markets and a Bachelor's in Business Administration, I have developed a deep understanding of the financial industry and possess the expertise to provide valuable guidance to clients. I am fully licensed and have a proven track record of building and maintaining strong client relationships. I have exceptional analytical skills, attention to detail, and the ability to stay current with market trends.
    Featured Skill Financial Modeling
    Financial Analysis
    Financial Analysis & Valuation
  • $100 hourly
    • 0.0/5
    • (0 jobs)
    Business leader with broad expertise spanning strategy, customer experience, operations and product. Skilled at taking ambiguous projects from idea to implementation.
    Featured Skill Financial Modeling
    Business Analysis
    Business Strategy
    Fundraising Presentation
    Pitchbook
    Startup Pitchbook
    Pitch Deck
    Startup Consulting
    Business Consulting
    Customer Experience
    Customer Experience Research
    Journey Mapping
    Strategy
  • $35 hourly
    • 0.0/5
    • (0 jobs)
    Big ideas are everywhere, but not every idea becomes a legacy. What’s stopping yours? Hello there, my name is Jan Kamillo Kreitzberg. I was born and raised in Germany, but for the past 8 years, I’ve been traveling the world - 3 of those years with just a backpack, and the last 5 professionally. Today, I bring a unique blend of global experience, practical knowledge, and a passion for helping businesses grow smarter. I’m a startup-focused professional with a strong background in HR, finance, and website development. As the founder of a business accelerator and a finance major at SDSU’s Weber Honors College, I help businesses build the right team, structure their finances, and launch online — all in one place. 💼 What I do best: • Recruiting & onboarding systems • Budgeting, forecasting, and financial strategy • Website support (design, launch, tools) • SOPs and tool integration (Slack, Monday.com, Notion, etc.) Whether you’re just starting out or scaling fast, I bring strategy + execution to help you grow smarter and faster. Let’s build something great together because I truly believe that only the sky is the limit!
    Featured Skill Financial Modeling
    Web Application
    Business Development
    Web & Mobile Design Consultation
    Website
    Web Design
    Ecommerce Website Development
    Professional Development
    Business Coaching
    Recruiting
    HR & Business Services
    Business Strategy
    Forecasting
    Valuation
    Financial Planning
  • $70 hourly
    • 0.0/5
    • (0 jobs)
    I’m an investment analyst based in a vibrant city center, working in investment management where I specialize in analyzing investments across various asset classes. My expertise lies in financial modeling, valuation, and due diligence; breaking down complex data into actionable insights. I have excelled at evaluating private companies, conducting market research, and supporting strategic decision-making for mergers, acquisitions, and capital raising efforts. Beyond my core role, I’m passionate about consulting for private businesses, particularly startups, where I can leverage my skills to build robust financial models, craft business plans, or advise on fundraising strategies. My multilingual abilities in English, Spanish, and Italian, enable me to connect with diverse clients and markets. I thrive on delivering clear, impactful solutions that are valuable to end users.
    Featured Skill Financial Modeling
    Analytical Presentation
    Economics
    Market Research
    Market Analysis
    Bookkeeping
    Modeling
    Financial Consulting
    Financial Analysis
    Project Finance
    PV Evaluation
    Business Valuation
    Valuation
    Accounting
    Management Consulting
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