Hire the best Financial Modelers in Washington
Check out Financial Modelers in Washington with the skills you need for your next job.
- $100 hourly
- 5.0/5
- (7 jobs)
Data professional, CPA and CMA. Earning a STEM Master’s Degree in Business Analytics & Information Systems, as well as a Graduate Certificate in Cybersecurity (Information Assurance). Knowledgeable in Information Systems & Security, Disaster Recovery and Business Analytics. Nine years of experience in helping firms surpass their goals via advancement of controls over operations using a combination of technological and financial acumen. A teacher as much as he is a continuous learner.Financial ModelingTax Planning & AdvisoryDerivatives TradingGAAPEconomicsObject-Oriented LanguageBusiness Intelligence SoftwareMicrosoft Power BIRubyAlteryx, Inc.PythonUS TaxationMicrosoft ExcelTableauSix SigmaSAP - $50 hourly
- 5.0/5
- (4 jobs)
Experienced Valuation Analyst with a demonstrated history of working in the financial services industry. Skilled in Financial Statements, Financial Modeling, and DCF. Strong finance professional with a Bachelor’s Degree focused in Economics from University of Montana and I am a Certified Valuation Analyst (CVA) through the National Association of Certified Valuators and Analysts (NACVA). Also experienced with small business financing, exit planning, acquisitions and sales.Financial ModelingAccounting Principles & PracticesCash Flow ModelingCash Flow AnalysisAppforfinance Financial Statement AnalysisFinancial ProjectionBusiness Valuation - $250 hourly
- 5.0/5
- (2 jobs)
Hello, My name is Uma Deepak. I am a Finance leader with ~20 years of experience in leading high-growth businesses and influencing decision-making at companies like Amazon (AWS), Microsoft, Philips and Morgan Stanley. I have owned financial controllership for multi-billion dollar contracts, led new product launches as a Finance Partner, monitored product margins through FP&A and streamlined operations using KPIs and business metrics. I have experience building and leading teams and partnering with Business teams to scale growing businesses and drive focus on key financial metrics using a data-driven approach. I can easily switch gears from leading teams to rolling up my sleeves and accomplishing complex goals, with my advanced financial modeling skills, working knowledge of SQL and data visualization tools. I started my consulting firm in November 2022, because I wanted to pursue my passion to serve businesses such as yours, as a trusted business advisor and Fractional CFO. I bring strategic insights on how a business can scale effectively, that are driven by nearly two decades of corporate experience at Fortune 500 companies. I understand business fundamentals and what metrics matter to growth.Financial ModelingFinancial ProjectionBusiness PresentationFinancial ReportAmazon Web ServicesCash Flow AnalysisStrategyFinancial AnalysisFinance & AccountingBusiness Plan - $65 hourly
- 5.0/5
- (1 job)
With a strong background in business and marketing, I have worked with businesses of all sizes and industries to develop effective strategies, streamline operations, and improve overall performance. I bring a unique perspective, utilizing a combination of creativity, data-driven insights, and industry knowledge to deliver customized solutions that meet the needs of each business I work with. Whether it's developing a comprehensive marketing plan or identifying opportunities for growth, I have the expertise and skills needed to help businesses succeed in today's competitive marketplace.Financial ModelingBusiness ModelingMarket ResearchPresentation DesignMarketing PlanIndustry & Competitor AnalysisBusiness ConsultingPolicy DevelopmentBrand IdentityLogo DesignMarketing StrategyBusiness OperationsBusiness AnalysisStrategyBusiness Plan - $100 hourly
- 5.0/5
- (54 jobs)
Hello, Aron here for all your real estate analysis needs! Currently, I work for a top retail REIT (Real Estate Investment Trust) as an analyst where I have underwritten/analyzed high-quality shopping centers across the country. Before that, I was an analyst for a Top 20 real estate private equity firm that specializes in self-storage properties. My career in real estate started working as a commercial real estate credit analyst, where I underwrote the full spectrum of property types (Multifamily, storage, office, and retail), of loans totaling over $350MM. I am an expert in excel, with skills including complex equations (use of xlookup, hlookup, vlookup, index/match, and more), pivot tables, and creating analysis from scratch. I am also an expert in Argus, for underwriting retail and office properties. I understand what is required to compute thoughtful, analytical, and actionable analyses on properties. I respond to all requests within a 24-hour window and always aim to provide high-quality work. Happy to connect, and look forward to working with you.Financial ModelingPitchbookPresentationsArgusInvestment ResearchUnderwritingFinancial ReportAnalytical PresentationEconomicsReal Estate Financial ModelingFinancial StatementFinancial AnalysisCash Flow AnalysisCompany ResearchMicrosoft Excel - $125 hourly
- 5.0/5
- (1 job)
Hello there! I'm Matthew Smith, a data-driven business strategist with a passion for financial analytics and an Excel virtuoso. With over 12 years of experience leading high-performing teams in finance, data science, and business intelligence, I bring clarity and growth to your data-driven journey. Why Choose Me? - Strategic Brilliance: Crafting practical strategies is my thing. I love diving into data, finding patterns, and shaping strategies that drive real results. - Financial Maestro: Numbers speak to me, and I speak their language. I decode your financial data, so you make informed decisions with confidence. - Excel Guru: Think of me as your Excel secret weapon. I whip up powerful dashboards and automate processes to save you time and energy. What I Bring to the Table: - Strategic Planning and Execution - Financial Management and Analysis - Data-driven Decision Making - Business Intelligence and Analytics - Leadership and Team Management - Risk Management and Compliance - Communication and Interpersonal Skills - Innovation and Problem Solving - Continuous Learning and Development Tech Toolbox: Excel • SQL • Python • VBA • Cognos • Amazon Web Services • Tableau • Salesforce • Google Workspace • SAP • Nielsen • Hyperion Noteworthy Moments: * Dropbox - Orchestrated cross-functional teams, defined revenue growth indicators, and fostered a goal-oriented culture. * Udemy - Pioneered the first Strategic Business Analytics team, created a roadmap for success, and unified data insights. * Amazon - Spearheaded transformative initiatives across worldwide business units (Retail, AWS, and Advertising), optimizing data infrastructure, implementing innovative forecasting models, and driving data-driven decision-making. * StarKist - Spearheaded the development of a cutting-edge pricing model, optimizing profitability and driving record-breaking operating profits. Education: MBA - Carnegie Mellon University, Tepper School of Business BS in Business Administration - University of Pittsburgh Let's Embark on Your Data Journey: Ready to unlock your data's potential? Let's team up and transform your business together. Reach out, and let's start our data-driven adventure!Financial ModelingAnalyticsBudgeting & Forecasting SoftwareFinancial ReportingBusiness StrategyMicrosoft ExcelData AnalysisSQLBusinessFinancial AnalysisBusiness IntelligenceFinanceFinancial Planning - $85 hourly
- 5.0/5
- (1 job)
I am a seasoned Senior Financial Analyst with a diverse background spanning four distinct industries. My career is marked by a passion for financial analysis, an advanced proficiency in Excel, unwavering organizational skills, meticulous attention to detail, and a strong academic foundation through an MBA, all of which make me well equipped for your next project. Key Expertise: Corporate Finance: Over 5 years of experience in corporate finance, including financial planning and analysis, budgeting, forecasting, and strategic financial decision-making. Industry Versatility: I have thrived in various sectors, including retail, travel-tech, energy, and defense contracting, adapting swiftly to their unique financial dynamics and contributing to their success. Excel Mastery: Proficient in Excel with advanced skills, including complex modeling, data analysis, and automation, enabling more efficient and accurate financial reporting. Meticulous Organization: Known for my exceptional organizational skills, I consistently ensure that financial data and reports are structured flawlessly for informed decision-making. Attention to Detail: My keen eye for detail ensures error-free financial reports and audits, reducing financial risks and enhancing overall accuracy.Financial ModelingFinancial ReportingBusiness PresentationFinancial Analysis & ValuationFinancial PlanCorporate FinanceFinancial PresentationFinance & AccountingFinanceMicrosoft PowerPointFinancial PlanningFinancial AnalysisMicrosoft Excel - $111 hourly
- 5.0/5
- (1 job)
I graduated from Stanford University and possess a two decade track record of helping a range of businesses--from startups to Fortune 500 companies--address significant challenges. Additionally, I have managed an investment fund and I have also worked as a fractional CFO. Previously, I worked in product management and marketing at eBay, investment banking at Citigroup, corporate strategy & development at Office Depot, and consulting at Mercer. My focus is on helping with product management, corporate finance, strategic planning, mergers & acquisitions, investment strategy, and marketing & sales. I have a passion for seeing beyond the obvious answers, for tackling complex business challenges and delivering distinctive results. I would be delighted to explore the possibility of working with you to help your business excel.Financial ModelingMicrosoft ExcelBusiness PresentationPitch DeckInvestment StrategyInvestment BankingSalesGo-to-Market StrategyMarketingMergers & AcquisitionsForecastingFinancial Analysis & ValuationFinance & AccountingStrategy - $185 hourly
- 5.0/5
- (367 jobs)
I’m thrilled to share that I’ve received the Expert Vetted Talent badge on Upwork, placing me in the top 1% of freelancers among 26 million on the platform! With a solid track record of 10 years on this platform and a 100% job success rate, I specialize in Excel and Google Sheets. I love developing high-end tools for various applications, including financial analysis, data visualization, commission calculators, pricing calculators, KPI trackers, dashboards, project management tools, checklists, and performance evaluations. My aim is to turn your ideas into spreadsheets that are not just functional and efficient, but also user-friendly and visually appealing. I hold bachelor’s degrees in finance and economics, graduating with honors, and I have a strong background in statistics and algebra, along with some graphic design skills to add that extra touch. I’m a methodical, organized, and detail-oriented professional who is genuinely passionate about providing exceptional service. I can’t wait for the opportunity to collaborate with you on exciting projects that inspire and challenge us both! Let's talk soon! AndreaFinancial ModelingSpreadsheet SoftwareEconomicsSpreadsheet SkillsData Sheet WritingMicrosoft OfficeTechnical DocumentationFinancial AnalysisISO 9000Financial ReportingData AnalyticsComputer SkillsMicrosoft ExcelGoogle SheetsGraphic Design - $45 hourly
- 4.8/5
- (410 jobs)
* CFI FINANCIAL MODLER, EXPERT IN BUSINESS PLANS, FUNDING PROPOSALS, CERTIFIED BUSINESS & FINANCIAL ANALYSIS, BUSINESS VALUATIONS, DEEP MARKET RESEARCH, RESTAURANT CONSULTANT MBA * 25 years as C-level management consultant across wide range of industries * Former CEO, CFO, Director of a Public Company and University Professor * Published business and financial writer and author of Business, Economics and Finance E booksFinancial ModelingFinancial AnalysisBusiness WritingMicrosoft Business Intelligence StudioBusiness AnalysisBusiness Process ModelingData AnalysisTableau - $185 hourly
- 5.0/5
- (20 jobs)
Salutations. I'm a former entrepreneur who found a passion for finance and M&A after starting and selling a few businesses over the years. Now, I advise other entrepreneurs on buying or selling businesses, and operate as a Fractional CFO for a few select clients. I'm not the Harvard-Wharton-McKinsey-Goldman corporate guy who manages from a spreadsheet. I'm a guy with a resume built on hard success from starting and selling my own businesses, leading teams, raising capital, and advising dozens of business owners on doing the same. In short: I'm the guy who can help build bombproof finance systems into your business. In total I've founded & lead 4 companies with 2 exits and worked with 100+ leadership teams ranging from startups to PE-backed SMBs to large multinational corporations. All while working remotely. Some specific things I can help you with: - Navigating the M&A process - LOI to Due Diligence to closing (buy-side) - Post-close integration (buy-side) - Valuation (sell-side) - Preparing to sell your company (sell-side) - Creation of pitch deck / CIM / business overview (sell-side) - Financial planning & budgeting - Raising debt/equity capital - Cashflow management - Financial control - Debt restructuring - Managing A/R & A/P - Managing your bookkeeping/accounting team - Analyzing and presenting key financial information to management & the board - Business strategy - Managing strategic objectives to completion - Operational Excellence Here's what some of my clients say about me: "Andrew has a knack for pushing the envelope and having it actually work. I watched over and over again as he brought fresh ideas and initiatives into fruition that directly translated into ROI... Andrew is a blast to work with. He's witty, hyper intelligent, and above all else, he genuinely cares about the people that are in front of and alongside him. 10/10." - President, SpeakerFlow "Working with Andrew has been a fantastic experience. I'm grateful to have him as part of the team! He brings great ideas to the table, keeps things organized, and sees his initiatives through. I would highly recommend Andrew and his partners for any project that you may have - you won't regret it!" - Senior Sales & Marketing Manager, CoolBot "Andrew is genuine. He offers information transparently, and in an accessible way - even if you don't have prior [technical] knowledge. Highly recommend Andrew and his team." - Founder & President, BELA / TCF "Andrew has developed and implemented several key projects and initiatives with our team in recent years and has simply exceeded expectations at every juncture... always with stellar results. Identify a project, talk to Andrew, and Go!" - EVP Sales & Marketing, Arctic Industries If we work together, here's what you can expect: 1. I will help you accomplish your goals with relentless focus 2. I will generate an ROI on my services 3. I will make sure to give you the tools and education you & your team need to succeed 4. I will not quit until we reach success. Failure is not an option.Financial ModelingFinancial Analysis & ValuationFinancial ProjectionPro Forma StatementDue DiligenceCorporate FinanceFinancial ConsultingBusiness StrategyBusiness ValuationMergers & AcquisitionsBusiness OperationsFinancial AnalysisBusiness TransformationManagement ConsultingMarketing Strategy - $75 hourly
- 4.9/5
- (71 jobs)
Financial analyst and modeling expert with 7 years in private equity, venture capital, and investment banking I build financial models, projections, and spreadsheets for a variety of purposes, including capital raises, acquisitions, expansion projects, and strategic planning $300M+ in capital market transactions since 2020 including IPOs and late-stage VC raises with prominent SaaS, fintech, and healthtech companies Recent clients: McLaren Racing, Fung Group, Softbank Robotics, InvestCloud, Qolo, Dormeo, Certify Health, truLOCAL, CoinFlip Services include: • Financial modeling and projections • Pitch decks • Business plans • Valuation • Cap tables • Market research • Financial reporting • Investment analysis • Data analyticsFinancial ModelingFinancial AnalysisBusiness PlanFinancial WritingInvestment ResearchBusiness ValuationFinancial PlanningMicrosoft ExcelData AnalysisReport Writing - $30 hourly
- 5.0/5
- (18 jobs)
Professional experience: 9+ years with multinational IT and consulting firms Education: CFA Level 1 Passed with above 90 percentile, Computer engineer with MBA in marketing Skills: Financial modelling and analysis, Equity Research, Process consulting, Data Visualization, Presentations (pitch, business case) Expert on: MS Powerpoint, Power BI, Excel VBA, MS VisioFinancial ModelingEquity Research & AnalysisFinancial AnalysisMicrosoft Power BI DevelopmentMicrosoft PowerPointMicrosoft Power BI Data VisualizationPower QueryData VisualizationSAP AnalyticsDashboardMicrosoft Power BIMicrosoft ExcelData Analysis Expressions - $15 hourly
- 5.0/5
- (4 jobs)
I am a finance professional turned into a product manager! I have over 5 years of working as a Finance Manager at various companies like Deloitte and Diageo where I have built and delivered Annual Operating Plans, monthly budgeting, supply chain optimization, strategy and various capital productivity budgets. I am currently helping a product marketing consultancy out with their blog writing and linkedIn content repository creation. Tools - Expert level knowledge with Microsoft Excel, Google Spreadsheets, Ms-PowerPoint, Google Slides, SEO, Word Power BI, Tableau, Figma, Jira, Canva and so on. Hit me up for anything finance, excel, SEO, presentation and much more!Financial ModelingSEO WritingProduct AnalyticsProduct FeaturesCustomer Retention StrategyForecastingSAPTableauFigmaProgram ManagementMicrosoft OfficeCustomer RetentionSQLMicrosoft Power BIFinancial Planning - $30 hourly
- 5.0/5
- (1 job)
As a financial analysis working on the Treasure Island master land development project in SF, I leverage both seasoned Microsoft Excel skills and presentation skills daily. Since I started, I've sought to improve and streamline existing reporting processes by identifying deficiencies and executing strategies towards solutions. The most gratifying part has been deploying those refreshed processes on a project-wide scale. My hope is to be able to provide my same problem-solving skills and Excel expertise to others who need it most.Financial ModelingSpreadsheet SoftwareSpreadsheet SkillsPersonal BudgetingCost Variance AnalysisFinancial Variance AnalysisBudgetMicrosoft ExcelForecastingFinancial Analysis - $10 hourly
- 4.6/5
- (16 jobs)
I am an Accountant with over 5 years of experience in accounting. I specialize in using accounting software such as QuickBooks Online, WaveApps, Xero, and Zoho Books. My expertise encompasses areas such as Accounting, Bookkeeping, Financial Modeling, and UK & US Taxation. What i offer as a Bookkeeper : -Bank Reconciliations, -Monthly bookkeeping, -Financial statement crafting, -QuickBooks setup and Cleanup. As an accounting professional, I am dedicated to providing accurate and strategic financial solutions, having worked with 70+ clients who raised over $150 million in funding using my Business Plans and Financial Plans. I excel in creating Financial Models for smart decision-making, forecasting, and startup planning. As a seasoned US taxation specialist, I adeptly navigate clients through the nuanced processes of tax compliance, meticulously following IRS protocols. From meticulous tax planning to adept return preparation, I offer comprehensive assistance, ensuring adherence to regulatory standards. Count on my expertise to streamline complexities, mitigate liabilities, and optimize financial strategies with precision. My UK Taxation expertise covers accounts preparation, HMRC enquiries, VAT returns, corporation tax returns, company registration, payroll, pensions, and more. Let's collaborate for comprehensive financial solutionsFinancial ModelingTax AccountingBusiness PlanFinancial PlanWave AccountingBusiness ValuationQuickBooks OnlineXeroFinancial AccountingAccounting BasicsBank ReconciliationBookkeepingMicrosoft ExcelAccounting SoftwareIntuit QuickBooks - $30 hourly
- 5.0/5
- (1 job)
I'm Jaleah C, an experienced financial professional offering expertise in QuickBooks, bookkeeping, financial modeling, and tax filing services. With a strong background in these areas, I specialize in simplifying financial processes and ensuring accuracy for businesses of all sizes. Here's what I can do for you: QuickBooks: As a certified QuickBooks specialist, I can efficiently set up and customize your accounting system, manage transactions, and provide training to optimize your use of the platform. Bookkeeping: I excel in meticulous bookkeeping, keeping your financial records organized and up-to-date for smooth operations and informed decision-making. Financial Modeling: Need to forecast future performance or evaluate investment opportunities? I'll create detailed financial models tailored to your specific needs. Tax Filing: Tax season doesn't have to be daunting. I'll handle your tax preparation and filing, maximizing deductions and credits to minimize your tax liability and ensure compliance. With my expertise and dedication to accuracy, I'm here to support your financial needs and help your business thrive. Let's work together to streamline your financial processes and achieve your goalsFinancial ModelingMicrosoft ExcelXeroTax ReturnTax PreparationUS TaxationFinancial AnalysisFinancial ReportingFinancial AccountingAccounts ReceivableAccounts PayableAccounting SoftwareAccounting BasicsBookkeepingQuickBooks Online - $100 hourly
- 0.0/5
- (0 jobs)
Hi, I'm a financial professional with most of my 10+ years of experience in corporate finance, FP&A, and M&A/valuation. Currently employed as a finance director at a technology start-up. Looking to help the Upwork business community on a wide range of financial projects, such as but not limited to: business and financial modeling (expert), development and review of KPI/metrics, planning/forecasting, budgeting, due diligence, and financial review. In my career, I've led and or been involved in a wide variety of projects such as 3-statement models, private equity funding, acquisitions, debt restructuring, market research/capitalization, quarterly/annual planning, product profitability analysis, IPO preparation, KPI dashboarding, and GTM financial partnerships. Excited to help the community grow while doing the same simultaneously. Thanks!Financial ModelingFinancial TradingFinancial ReportingFinancial PresentationFinancial PlanningFinancial ManagementCorporate FinanceCPAFinanceFinancial Analysis & Valuation - $45 hourly
- 0.0/5
- (0 jobs)
15+ years of financial analytical experience in a diverse range of fields including banking, entertainment, and real estate. Ability to meet with senior executives to understand what challenges they are facing and provide options that they can act upon.Financial ModelingSportsBusiness ConsultingBenchmarkingSQLBusiness CasesFinancial Variance AnalysisScenario PlanningCreative WritingFinancial AnalysisFinancial ProjectionBalance SheetIncome StatementMicrosoft Power BIMicrosoft Excel - $150 hourly
- 0.0/5
- (0 jobs)
Forbess Financials is a boutique firm dedicated to providing personalized financial solutions for clients of all sizes. Our approach involves cultivating strong client relationships from the outset, allowing us to tailor our services to meet specific needs effectively. With a team boasting extensive experience in with companies across diverse industry verticals, we specialize in a wide range of financial services. These include but are not limited to financial reporting, data analysis, financial modeling, budgeting, and forecasting. Our track record spans across various sectors, encompassing large corporations, not-for-profits, small businesses, governmental entities, as well as multi-entity and multi-currency organizations. At Forbess Financials, we are committed to leveraging the collective expertise, experience, and education of our team to deliver optimal results for every client, every time.Financial ModelingFinancial AnalysisSpreadsheet SkillsMicrosoft ExcelBookkeepingBudgeting & Forecasting SoftwareFinancial Reporting - $135 hourly
- 0.0/5
- (0 jobs)
Fractional Controller & CFO Services Financial Modeling & Reporting (Excel) Monthly Accounting, State and Local Business Tax * Create startup reports and evaluate pitch book metrics including MRR, CAC, churn, and customer LTV. * Perform cash flow modeling and analyze investor return metrics such as IRR, NPV, multiples, LTV, and DSCRs. * 3-statement financial models covering P&L, balance sheet, and cash flow projections. * Generate sales forecasts and tailor custom KPI analyses to optimize business performance. * Conduct sensitivity analyses and explore multiple scenarios to support strategic decision-making. Specializing in modeling, forecasting, budgets, start-ups, private equity funding, process creation, audit preparedness and internal controls, and system integrations. Various industry experience over the years includes: Service as a Software (SAAS), Healthcare, Construction, Retail, Professional Services, and Manufacturing. Helping entrepreneurs with clear and easy-to-use modeling and data analytics.Financial ModelingFinancial ReportingFinancial ManagementFinancial AccountingFinancial AnalysisStartup ConsultingInternal AuditingAccount ReconciliationQuickBooks OnlineMicrosoft ExcelFinance & Accounting - $160 hourly
- 0.0/5
- (0 jobs)
Leader with experience across startup strategy, operations, and business development. I can help develop and test a product or business strategy, refine a sales process, build a financial model, raise initial funding, and everything in-between. I help businesses accelerate.Financial ModelingProject ProposalGo-to-Market StrategyBusiness Planning & StrategyPitch DeckManagement ConsultingFundraising PresentationFundraisingStartup PitchbookStartup ConsultingSales OperationsSalesProduct Strategy - $75 hourly
- 0.0/5
- (0 jobs)
With an MBA in International Wine and Spirits and over six years of experience in finance, consulting, and export, I bring a strong track record of helping businesses grow and optimize their operations. Specializing in the wine industry, I have expertise in market strategy, financial analysis, export logistics, and business planning, particularly for the US and European markets. Whether you're looking to expand internationally, streamline financial processes, or develop strategic plans for long-term success, I offer tailored solutions that drive results. My experience spans working with premium wineries, global wine export agencies, and diverse businesses across various industries. Let's collaborate to enhance your market reach, improve profitability, and achieve your business goals.Financial ModelingKPI Metric DevelopmentRelationship ManagementDatabase ManagementProduct KnowledgeBudget PlanningBusiness AnalysisConsumer ResearchMarket AnalysisBrand StrategyStrategic PlanningFinanceFinancial AnalysisFinancial PlanningManagement Consulting - $60 hourly
- 5.0/5
- (1 job)
High profile with 18 years of experience in finance roles. Worked in various sectors across consumer goods, aviation, telecommunication, and real estate after a Big-4 audit experience with PwC. Gained broad management and leadership skills in a tough macro-economic environment in Turkey especially in cash flow management and forecasting. Holder of CMA (ranked 4th world-wide in CMA exam), CPA (Turkey) certifications, and an MBA degree.Financial ModelingProcess ImprovementMicrosoft Power BICash Flow ModelingFinancial PlanningFinancial ReportingBudgetForecastingCost AccountingCost ManagementBudget ManagementMicrosoft ExcelInternational Accounting StandardsFinancial Audit - $125 hourly
- 0.0/5
- (0 jobs)
WHO AM I? - Seasoned Finance and Business Executive specializing in Technology, Consumer Products and Banking - 20 Years + at Microsoft/ Mattel/The World Bank as a top finance and marketing professional, & Tech Startup investor/ Advisor - 20 Years of experience working with top technology Sales and Marketing Executives and teams to drive topline revenue - Deep understanding of SAAS business models- able to help you conduct risk assessments and build growth / virality models - Developed GTM plans and key assets for sales teams to pitch products and go to market - TOP Chicago Booth MBA - Angel investor, totaling close to $1M over last 5 years; Accredited member of multiple investing groups -Owner and operate of multiple businesses including Airbnb’s and others in the greater Seattle area SERVICES SUMMARY: -Able to build any financial model you need, just send me the parameters and assumptions, and will get started - Business Plans and White papers: Specialized in Cloud, SAAS, PAAS, ecommerce business models - Financial Plans: Tech startups. Have helped and built multiple plans for tech startups, acted as advisor / Board member - Financial Reporting with deep business insights / analysis to help you drive better conversations with EXECs and/or investors - Deep analysis/risk assessment of current revenue model with appropriate recommendations to course correct - Strategies to help your business go Viral - Owner of ACE Platform model, Analyze, Communicate and Execute which easier integrates your revenue performance with macroeconomic predictions, sentiment analysis, and benchmarking data to help you predict the risk profile of your business - Development of Go To Market strategies, assets including pitch decks, - Business builder - I can help you take your startup to the next level - Contract/Virtual CEO, CFO, CMO BUSINESS PLANS & FINANCIAL MODELS I’ve worked with seasoned Executives in the largest software corporation in the world helping them model, analyze and predict where the business will go. I can read contracts, term sheets, or agreement and work terms into the financial model very easily alongside the key assumptions which we will agree upon. My work has been used frequently in deep financial reporting sessions with top Executives, pitch decks, investor memos, or shared with financial partners, as well as for internal planning purposes. INVESTOR BUSINESS PLAN DEVELOPMENT I am an active Angel investor with one of the most active groups in the nation, I continue to screen multitudes of Business Plan/Investor Pitches each month. I fully understand the trigger points and expectations of investors particularly around the financials and revenue expectations. I have also helped develop dozens of pitches presenting the startup in a way that addresses all the questions in investors' minds. Its critical to get it right the first time around. VIRTUAL EXECUTIVE I am able to function as: - - CEO: Help to get the start-up operation and manage the entire company and prepare it for "growth" and eventual "sale". - CFO: As your CFO I would build out critical reporting and analysis, so we fully understand the financial health of your company, assess the risk in your customer portfolio and manage the bottom line - CMO: Development of "Go to Market Strategy" including online strategies. Extensive capabilities and experience in developing Online Marketing Strategies (SEO, SOCIAL MEDIA) driven by business requirementsFinancial ModelingFinancial ReportingFinancial ManagementStartup ConsultingSaaSFinancial PlanningBusiness AnalysisFinancial AnalysisBusiness Plan - $20 hourly
- 0.0/5
- (0 jobs)
I'm a strategic financial analyst with experience in revenue, cost, and operations at a large technology company. I can help you set targets, understand your business drivers, and analyze fraud.Financial ModelingArtificial IntelligenceBlockchain PlatformBusinessBusiness ConsultingAzure Machine LearningProduct StrategyAccounting BasicsForecastingFinancial Analysis - $65 hourly
- 0.0/5
- (0 jobs)
Dedicated financial professional specializing in real estate. Skilled in financial analysis, cash flow management, and financial reporting. Committed to delivering accurate and timely financial information to support strategic decision-making.Financial ModelingPerformance MeasurementUnderwritingAccounting ReportAccounting SoftwareMarket AnalysisMarket ResearchData AnalysisBudgeting & Forecasting SoftwareFinancial ReportingFinancial Analysis & ValuationBookkeepingFinance & AccountingFinancial AnalysisAnalytical Presentation Want to browse more freelancers?
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