19 Best Financial Modelers For Hire In Utah

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$70 hourly
- 4.9/5
- (80 jobs)
Top Rated Excel Expert & Data Analyst - 8 years of experience Often, you need to understand your business' metrics better, want to optimize your existing spreadsheets, or need an Excel template created for a task. But it can be overwhelming deciding where to start, what is most important to do, and just the general uncertainty of it all. Whether you have short or long-term needs, I hope you can consider me as your go-to for any advanced analysis and Excel help! While my focus is primarily on (general) quantitative analysis, financial analysis, and KPI management & analysis, some of the common services I offer are: - Power Query data integration, cleaning, transformation - Data cleaning, analysis, and visualizations - Spreadsheet (and template) design and optimization - Dynamic dashboards - Custom order forms and invoice sheets - Operational, financial, and management reports/summary pages - Inventory management and analysis

Financial Modeling
Balance Sheet
Business Analysis
Data Processing
Business Intelligence
Financial Analysis
Data Cleaning
Operations Analytics
Data Analytics
Spreadsheet Software
Excel Formula
Dashboard
Data Visualization
Data Analysis
Microsoft Excel
$75 hourly
- 5.0/5
- (6 jobs)
Hi! Thanks for looking at my profile - I have the finance skills to be a solution to your problem, improve your business, relieve your stress & let you focus on what you do best. How do I know that I can help? 16+ years experience (finance @ Walmart headquarter, bank CFO & owned an ecommerce business). I have all the other boxes on my resume checked on my resume too; accounting degree, MBA, CPA license, QuickBooks Online ProAdvisor & Excel ninja. Recent Upwork Feedback: "Quick, fast, accurate and knowledgeable. Matt was great to work with! Great communication. Thanks Matt!"

Financial Modeling
Finance & Accounting
Financial Writing
Forecasting
Financial Management
Financial Analysis
Corporate Finance
Financial Report
Microsoft Excel
$99 hourly
- 5.0/5
- (3 jobs)
Hi, I'm Jordan Barben with Quickpros Accounting, Inc. For 10+ years now I've been working with clients in various industries with various needs. I'm confident I can take care of the accounting/financial situation you're in and get you the insights you need to manage your company more effectively. Some of the areas we focus on are annual cleanups, bookkeeping, payroll, financial controller, invoicing, accounts payable, cashflow forecasting, fractional CFO services, Financial Scorecard, KPI's, Industry Benchmarks, and a more in depth look into their business. My typical client needs more time to sell their product or service and less time operating the backend of the business. They want to see the financial side more clearly. Some of my interests are golfing, hiking, exploring, traveling, outdoors activities, doing things with my family and making new friends.

Financial Modeling
Pricing Strategy Consulting
Business Consulting
Management Accounting
Bookkeeping
GAAP
Intuit QuickBooks
Data Entry
Accounts Payable
Payroll Accounting
Accounts Receivable
Microsoft Excel
$65 hourly
- 4.9/5
- (28 jobs)
Self started with a lot of experience in the investment world, from new acquisition financial analysis in real estate and business to building excel dashboards for existing companies in our portfolio. Whether your a manager looking to set KPI's or organize your data better I can help. Most businesses have a lot of data, but don't know how to organize it in a manner that allows them to hold people accountable and make better business decisions. Don't let your data sit idle anymore and let's put it to work. - Experienced in Business Management - Excel/Google Sheets - Financial Modeling/Forecasting

Financial Modeling
Business Modeling
Google Docs
Company Valuation
Modeling
Business Valuation
Forecasting
Valuation
Financial Model
Investment Strategy
Cash Flow Modeling
Business
Real Estate Financial Model
Operations Analytics
Microsoft Excel
$145 hourly
- 5.0/5
- (2 jobs)
I am a financial expert with experience in advisory (Wall Street), operations (multiple times), and investing (Venture Capital and PE). I love helping companies improve their financial health, find and deliver insights, and increase company value. Below are my skills. - Financial modeling - FP&A - Budgeting - Benchmarking - Analysis and Insights - Management Consulting - Reporting and Board prep - Fundraising - M&A - IPO prep

Financial Modeling
Venture Capital
Investment Banking
Financial Analysis & Valuation
Fundraising
Budget Planning
Financial Reporting
Financial Planning
$40 hourly
- 4.9/5
- (21 jobs)
I am a highly skilled, finance professional with over 6 years of expertise in financial management, analysis, planning, and financial modeling. I have led and assisted the finance function in startups and large multinationals internationally. My industry exposure spans across diverse sectors such as Technology, eCommerce, Hospitality, Retail, Wholesale and Financial Services, just to name a few. What I can do for you: • Improve financial performance through: - optimizing working capital & cash flow - providing strategic input to management - strengthening financial reporting - setting up automations • Lead your company's financial planning and analysis, including cash flow and inventory forecasting, break-even and profitability analysis. • Set up processes and best practices for optimal financial management • Develop of comprehensive financial models for internal use or presentations to private investors and venture capitalists. • Manage preparing your business for fundraising activities. • Set up financial systems and assisting system transitions • Create and strengthening of monthly reporting packs. • Tidy up company accounts. • Structure, scale, and lead of the finance team. • Support the expanding of business operations. Feel free to reach out to have a conversation regarding your unique needs.

Financial Modeling
Financial Model
Cash Flow Statement
Financial Analysis
Corporate Finance
Project Finance
Cash Flow Analysis
Bookkeeping
Forecasting
Accounting
Finance
Financial Audit
Budget Proposal
Budget
Microsoft Excel
$150 hourly
- 5.0/5
- (12 jobs)
As a finance professional with over eight years of experience at bulge bracket investment banks (Goldman Sachs and Morgan Stanley) in New York working in Equity Research and Investment Banking, and consulting with hedge funds and investment funds, I am your go to Excel and financial modeling expert. I am also highly experienced in creating deep dive investment research and content including pitch decks and fund raising presentations. I have eight years of experience doing this type of work, but I am new to Upwork. As such, I am offering a steep discount for my first few clients! Expertise includes: - Fully integrated and dynamic three statement models - Publicly traded Real Estate Investment Trust (REIT) models made from SEC filings - Discounted Cashflow (DCF) models - Leveraged Buyout (LBO) models - Internal Rate of Return (IRR) models - Mergers & Acquisitions (M&A) models - Real Estate Net Asset Value (NAV) models - Return on Investment (ROI) and Net Present Value (NPV) models - Pitch decks - Fund raising presentations - Sell-side and buy-side financial due diligence - Investment and equity research - KPI buildouts - Investor relations - Business case writing and preparation - Investment content - Business and research writing - Financial analysis - Valuation - Investor presentations - Real estate market research - Accounting - Fractional CFO My prior freelance experience (outside of Upwork) includes: - I was solicited by a hedge fund with over $500mn in AUM to build bespoke advanced financial models with scenario analyses. - I was solicited by a REIT-dedicated hedge fund to create bespoke research notes based on fundamental and technical analyses. - I was solicited by a special situations value oriented investment fund to build bespoke models including DCF and LBO analyses. - I was solicited by a quick service restaurant franchise owner to provide fractional CFO services. I am deadline driven, and I aim to consistently exceed my clients’ expectations. Furthermore, all work is completed by me. Providing quality wok and clear communication is important to me. I look forward to working with you! Certifications: - Chartered Financial Analyst (CFA), CFA Institute ID: 8373047 - Chartered Alternative Investment Analyst (CAIA), Charter ID: 71391 - Certified Public Accountant (CPA) in the state of New York, License No: 135195 - CFA Institute’s Certificate in ESG (Environmental, Social, and Governance) investing - Previous FINRA Series 7, 63, 86, and 87 holder Education: - Bachelor of Accountancy from Brigham Young University, Marriott School of Business - Master of Accountancy from Brigham Young University, Marriott School of Business Colleague Recommendations: “I had the pleasure of working with Kevin for two years at Goldman Sachs. He was a big contributor in my development as I ramped up as a first year analyst. Kevin is analytical, intellectually curious, disciplined, and a real team player. I happily recommend him and am sure he will be a valuable asset to any organization he is part of.” “Few people have the opportunity to work with someone as ‘teamwork oriented’ as Kevin. I had the pleasure of working with Kevin on several teams in courses we enrolled in during our undergraduate and graduate studies and on teams representing our alma mater in national competitions. Kevin’s ability to motivate and work with others was unlike any I’ve seen before and made a dramatic increase in the morale and focus of these various teams. As a team member or a leader, Kevin earns my highest recommendation.”

Financial Modeling
CPA
Real Estate Investment Assistance
Investment Strategy
Accounting
Capital Markets
Pitch Deck
Investment Banking
Investment Research
Real Estate Acquisition
Real Estate Financial Modeling
Market Research
Financial Analysis & Valuation
Chartered Financial Analyst
Microsoft Excel
$50 hourly
- 0.0/5
- (1 job)
Do you want less workload, more time, improved margins, or better growth? Need help with your bookkeeping, accounting, or finance? Partner with me for a streamlined financial journey and see your business soar! Success isn't just a goal it's who I am! I specialize in helping businesses manage and improve their financial operations, giving them clearer business insights, better profit margins, and all with less time and stress. What I can do for you: - Clear, Succinct financial insights - Lower workload - Improved margins - Better growth - Seamless & stress-free financial operations Services I offer: - QuickBooks Certified ProAdvisor - Expert bookkeeping, accounting, reconciliation, and clean-up services. - Clear, clean financial reporting via custom dashboards. - Custom growth consulting - CFO, reporting, data, and IT services upon request By combining my in-depth knowledge with a focus on your business, I am more than just accounting and finance - I am a strategic partner in your success! Let's work together to unlock your business's potential. Best regards, Michael Moran

Financial Modeling
Capital Markets
SQL
Python
Financial Reporting
Bookkeeping
Accounting
QuickBooks Online API
QuickBooks Online
$55 hourly
- 0.0/5
- (1 job)
Experienced investment professional with a background in real estate and credit analysis. Whether you're raising a fund, building a financial model, or operating a fund, I can help you move forward. - Experience working with family offices, endowments, and investment managers. - Advanced Financial Modeling in Excel and SQL proficient.

Financial Modeling
Portfolio Management
Real Estate Financial Modeling
Bank Reconciliation
Accounting
Investment Research
Financial Analysis
$35 hourly
- 0.0/5
- (1 job)
Welcome to my profile! I'm a highly skilled and versatile professional with a deep understanding of finance and accounting. With a passion for numbers and a keen eye for detail, I offer a comprehensive range of services to help individuals and businesses navigate the complex world of finance. Services Offered: 1. Financial Analysis: Utilizing my analytical skills, I provide in-depth financial analysis, interpreting data to help businesses make informed decisions, identify trends, and evaluate performance. 2. Budgeting and Forecasting: I excel in creating comprehensive budgets and forecasts, assisting clients in planning and optimizing their financial resources for future growth and profitability. 3. Financial Modeling: Leveraging my proficiency in financial modeling techniques, I develop robust financial models to aid in business valuation, scenario analysis, and strategic planning. 4. Bookkeeping and Account Reconciliation: With a meticulous approach, I offer comprehensive bookkeeping services, ensuring accurate and up-to-date records while conducting thorough account reconciliations.

Financial Modeling
Budgeting & Forecasting Software
Financial Analysis & Valuation
Financial Analysis
Discounted Cash Flow
Corporate Finance
Bookkeeping
Management Accounting
Microsoft Excel
Accounting
$120 hourly
- 0.0/5
- (1 job)
I'm a finance professional with almost a decade of experience in the fields of accounting, finance, and economics. I can create financial models, build slide decks, write reports, and provide business consulting services. I've worked with Fortune 500 companies in my career, and have also assisted my father--a small business owner--in doing analysis for his company and preparing board decks. If you need someone to analyze data and provide strong visualizations, I can help.

Financial Modeling
Generative AI Prompt Engineering
Writing
Accounting Principles & Practices
Excel Formula
Excel Macros
Microsoft PowerPoint
Microsoft Excel
Accounting
Finance
$70 hourly
- 0.0/5
- (0 jobs)
Hi! My name is Kyle. I'm a Financial/Business Valuation Analyst. Thanks for looking at my profile. Here's a quick overview of what I do, my skills, and achievements. I'm a Business Valuation Analyst, I help business owners increase the value of their business, analyze business acquisitions, and assess potential businesses that they may want to purchase. I've helped hundreds of business owners increase the enterprise value of their business, and evaluate potential deals and business acquisitions. My main skills include: - Business Valuation - Finance - Data Analytics - Business Consulting Additionally I am very organized, I'm a very quick learner, I get things done fast, I always strive to exceed expectations, and communicate as much as possible. How I can help you: - If you want to buy a business, I will assist in analyzing the deal for you. I'll assess the finances of the business, risks associated with the business, your expected return on capital, and help you understand the investment value of the business you want to purchase. - If you want to sell or increase the enterprise value of your business, I will help you understand your company's value. I'll analyze the finances of your business, identify the value drivers of your business, and help increase your bottom line. That way, we can make sure that your business is achieving its maximum value. If you have any questions, please feel free to reach out.

Financial Modeling
Mergers & Acquisitions
Acquisitions
Private Equity
Business
Business Analysis
Financial Consulting
Business Consulting
Equity Valuation
Financial Analysis & Valuation
Financial Analysis
Finance
Valuation
Company Valuation
Business Valuation
$50 hourly
- 0.0/5
- (0 jobs)
Are you looking for expert advice to streamline your business strategies, optimize financial performance, or forecast future growth? With extensive experience in business consultancy, financial modelling, and data-driven forecasting, I can help you make informed decisions that drive success. What I Offer: - Business Consultancy: Comprehensive support in strategy development, business planning, market analysis, and operational improvements to help you achieve your goals. - Financial Modeling: Custom-built financial models tailored to your business needs, ensuring clarity on revenues, costs, and profitability. - Financial Forecasting: Reliable, data-driven financial forecasts that help you plan ahead, mitigate risks, and seize opportunities. - Profitability Analysis: Insights to identify cost-saving opportunities and improve your bottom line. - Budgeting & Cash Flow Management: Precision budgeting and cash flow analysis to ensure sustainable business growth. Why Choose Me? - Strong track record of delivering high-quality financial models and business insights. - Solutions tailored to the unique needs of startups, SMEs, and established businesses. - Expertise across various industries, ensuring versatile and strategic advice. - Attention to detail and a commitment to helping clients achieve measurable results. - Whether you're launching a new venture, expanding an existing business, or simply seeking better financial control, I’m here to help. Let’s collaborate to take your business to the next level!

Financial Modeling
Forecasting
Analytical Presentation
Management Consulting
Financial Planning
$180 hourly
- 0.0/5
- (0 jobs)
With over 20 years of finance leadership experience, I have directed critical financial and operational initiatives and consulted executive leaders on strategic decisions. My core competencies include financial planning and analysis, data gathering and analytics, business intelligence, multiple financial platform utilization, program development, profit improvement, full life-cycle project management, and continuous process improvement. As the Acquisition Integration Leader at PCF Insurance Services, I have driven the financial, IT, and People integration for 180+ entities, established actionable investor reporting cadence and controls, and recruited, organized, and trained 45+ regional finance and accounting partner support team. I have also championed turnaround, profitability, and performance improvement projects for various organizations, leveraging my domain expertise in M&A and strategy. I am passionate about delivering operational insights that

Financial Modeling
Microsoft Power BI
Tableau
Budgeting & Forecasting Software
Valuation
Accounting Basics
Accounting
Management Consulting
Analytical Presentation
Financial Planning
$125 hourly
- 5.0/5
- (2 jobs)
I have 7 years of commercial real estate investment and asset management experience, with a focus on direct acquisitions, due diligence, impact investing, and market research.

Financial Modeling
Business Planning & Strategy
Valuation
Real Estate Financial Model
Asset Management
Business Presentation
Property Management
Due Diligence
Investment Research
Acquisitions
Private Equity
$125 hourly
- 5.0/5
- (23 jobs)
Helping Businesses with ✨𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟✨ Reporting, Organization, & Marketing | KPI Wizard 🧙‍♂️ | Crypto Based? No Problem! | Reports, Modeling, and Structure that will change your business 📈 -> Message Me

Financial Modeling
Microsoft SQL Server Programming
English
Corporate Finance
SQL
Managerial Finance
Financial Reporting
Microsoft Excel
Financial Analysis
$20 hourly
- 0.0/5
- (0 jobs)
- Graduated math and finance student with previous investment banking and financial advisor experience. - Good at python deep learning and AGI tasks, including pytorch, huggingface, langchain, semantic kernal, etc - Good at numerical methods and machine learning models. - Good at doing financial modeling thru various ways of approach as well

Financial Modeling
Machine Learning Model
Mathematics
Finance
Machine Learning
$45 hourly
- 0.0/5
- (0 jobs)
I specialize in strategic consulting for sales, SEO, and marketing consulting with 5 years of industry experience. I excel in driving growth and fostering relationships across diverse teams and regions, ensuring operational excellence and impactful results. Whether trying to win work, list your services, or expand your reach, I can help. Let's elevate your business together. - Interpersonal Management: Proven leader experienced in cross-cultural communication, having directed strategy for 11 teams across 5 regions in the United States and West Africa, conducting regular team training sessions and consistently exceeding performance targets. - Engagement Strategy: Comprehensive understanding of the social media marketing and SEO strategies that are key to increasing target audience engagement for lead generation and closing clientele. - Training and Development: Provided extensive daily, individualized training on organizational values and communication during the onboarding period of various other reps. - Operational Excellence: Reliable, succinct communication and reports on progress from start to finish, ensuring streamlined and effective program implementation. Let’s discuss how I can contribute to your success through my proven expertise in sales and marketing strategies.

Financial Modeling
Outbound Sales
Search Engine Optimization
Data Analytics
Social Media Advertising
Bookkeeping
SQL
Sales
Project Management
Web Development
Microsoft Office
Python
Marketing
$30 hourly
- 4.5/5
- (13 jobs)
I will help you take the first step in realizing your business dreams. I have helped people just like you for over 20 years. (SBA and SCORE). I specialize in creating business plans that will map out your unique market position and competitive strategies to present and communicate to your team, the bank or investors. FREE Financial Projections- P&L- with qualifying business I have over 15 years of consulting and business experience. I am a Master of Business Administration and a BA in Business Operations Management. I have created and implemented business plans for, large corporations, small businesses, and new startups. I have gained experience transitioning through several key roles, including with high growth companies in high growth markets. I have been involved with companies that have seen tremendous success and market leadership and companies that have had tremendous challenges. I provide a road map for your success. I have helped secure over 6 million dollars in investor capital for commercial startups and government agencies. I have worked for the SBA and have helped multiple businesses present to and work through the SBA loan process with local lenders to secure SBA financing. I create successful investor-ready startup business plans and pitch decks for service, technology, manufacturing, retail, and nonprofit startups in the USA and all over the world. I will create for you a persuasive business plan, business analysis, financial analysis, marketing strategy, financial model, presentation pitch, slide deck, or executive summary for any audience and purpose you need. I love the research and discovery aspect of business writing. My projects also include standalone industry, company, and competitive research. I provide the research to find and verify demographic and industry facts and statistics, financial information, methods, industry, market, company, and competitor bench-marking research. I can provide as the full comprehensive business plan or as a standalone project component. Your investor, bank or leadership team needs clear, concise, informative information that they can make decisions on. I excel in creating clear and eye-catching graphs that provide a clear and persuasive story to your audience. As a small business lead in the SBA I have reviewed hundreds of business plans and have coached hundreds of entrepreneurs through the investor engagement and financing of their businesses. I focus on quality presentation and clear information. A business plan that is over 100 pages is not necessarily a quality presentation. I believe in a quick production and completion of your plan. Your business is my priority. All of my plans include: Executive summary – Company highlights, Objectives, Keys to Success, Company Summary, Ownership, Management team, Location and Facilities - Market analysis (Industry, SWOT, competitors, and customers) - Operational and marketing strategy - Financial forecast and analysis. Revenue forecast, income statement, balance sheet, cash flow statement. I have years of experience closing business deals for large corporations, I gained experience in all the process and documentation necessary for success. I can also help you in preparing business Proposals and project proposals, I am passionate about helping companies and people launch and grow business. I look forward to speaking with you soon. Please don't hesitate to contact me for any project, any size of company, and any type of job, including business plans, presentations, business and financial models, and any other business & management consulting. Thank you for your consideration, and I look forward to supporting your business success.

Financial Modeling
English
Business Analysis
Business Plan
Business Writing
Business Valuation
Business Modeling
Market Research
Competitive Analysis
Market Segmentation Research
Market Analysis
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