Hire the best Financial Modelers in Washington

Check out Financial Modelers in Washington with the skills you need for your next job.
  • $100 hourly
    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.
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    Tax Planning & Advisory
    Derivatives Trading
    GAAP
    Economics
    Object-Oriented Language
    Business Intelligence Software
    Microsoft Power BI
    Ruby
    Alteryx, Inc.
    Python
    US Taxation
    Microsoft Excel
    Tableau
    Six Sigma
    SAP
  • $50 hourly
    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.
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    Accounting Principles & Practices
    Cash Flow Modeling
    Cash Flow Analysis
    Appforfinance Financial Statement Analysis
    Financial Projection
    Business Valuation
  • $250 hourly
    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.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Projection
    Business Presentation
    Financial Report
    Amazon Web Services
    Cash Flow Analysis
    Strategy
    Financial Analysis
    Finance & Accounting
    Business Plan
  • $65 hourly
    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.
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    Business Modeling
    Market Research
    Presentation Design
    Marketing Plan
    Industry & Competitor Analysis
    Business Consulting
    Policy Development
    Brand Identity
    Logo Design
    Marketing Strategy
    Business Operations
    Business Analysis
    Strategy
    Business Plan
  • $100 hourly
    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.
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    Pitchbook
    Presentations
    Argus
    Investment Research
    Underwriting
    Financial Report
    Analytical Presentation
    Economics
    Real Estate Financial Modeling
    Financial Statement
    Financial Analysis
    Cash Flow Analysis
    Company Research
    Microsoft Excel
  • $125 hourly
    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!
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    Analytics
    Budgeting & Forecasting Software
    Financial Reporting
    Business Strategy
    Microsoft Excel
    Data Analysis
    SQL
    Business
    Financial Analysis
    Business Intelligence
    Finance
    Financial Planning
  • $85 hourly
    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.
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    Financial Reporting
    Business Presentation
    Financial Analysis & Valuation
    Financial Plan
    Corporate Finance
    Financial Presentation
    Finance & Accounting
    Finance
    Microsoft PowerPoint
    Financial Planning
    Financial Analysis
    Microsoft Excel
  • $111 hourly
    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.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Microsoft Excel
    Business Presentation
    Pitch Deck
    Investment Strategy
    Investment Banking
    Sales
    Go-to-Market Strategy
    Marketing
    Mergers & Acquisitions
    Forecasting
    Financial Analysis & Valuation
    Finance & Accounting
    Strategy
  • $185 hourly
    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! Andrea
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    Spreadsheet Software
    Economics
    Spreadsheet Skills
    Data Sheet Writing
    Microsoft Office
    Technical Documentation
    Financial Analysis
    ISO 9000
    Financial Reporting
    Data Analytics
    Computer Skills
    Microsoft Excel
    Google Sheets
    Graphic Design
  • $45 hourly
    * 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 books
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    Financial Analysis
    Business Writing
    Microsoft Business Intelligence Studio
    Business Analysis
    Business Process Modeling
    Data Analysis
    Tableau
  • $185 hourly
    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.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Analysis & Valuation
    Financial Projection
    Pro Forma Statement
    Due Diligence
    Corporate Finance
    Financial Consulting
    Business Strategy
    Business Valuation
    Mergers & Acquisitions
    Business Operations
    Financial Analysis
    Business Transformation
    Management Consulting
    Marketing Strategy
  • $75 hourly
    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 analytics
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    Financial Analysis
    Business Plan
    Financial Writing
    Investment Research
    Business Valuation
    Financial Planning
    Microsoft Excel
    Data Analysis
    Report Writing
  • $30 hourly
    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 Visio
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Equity Research & Analysis
    Financial Analysis
    Microsoft Power BI Development
    Microsoft PowerPoint
    Microsoft Power BI Data Visualization
    Power Query
    Data Visualization
    SAP Analytics
    Dashboard
    Microsoft Power BI
    Microsoft Excel
    Data Analysis Expressions
  • $15 hourly
    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!
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    SEO Writing
    Product Analytics
    Product Features
    Customer Retention Strategy
    Forecasting
    SAP
    Tableau
    Figma
    Program Management
    Microsoft Office
    Customer Retention
    SQL
    Microsoft Power BI
    Financial Planning
  • $30 hourly
    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.
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    Spreadsheet Software
    Spreadsheet Skills
    Personal Budgeting
    Cost Variance Analysis
    Financial Variance Analysis
    Budget
    Microsoft Excel
    Forecasting
    Financial Analysis
  • $10 hourly
    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 solutions
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    Tax Accounting
    Business Plan
    Financial Plan
    Wave Accounting
    Business Valuation
    QuickBooks Online
    Xero
    Financial Accounting
    Accounting Basics
    Bank Reconciliation
    Bookkeeping
    Microsoft Excel
    Accounting Software
    Intuit QuickBooks
  • $30 hourly
    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 goals
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Microsoft Excel
    Xero
    Tax Return
    Tax Preparation
    US Taxation
    Financial Analysis
    Financial Reporting
    Financial Accounting
    Accounts Receivable
    Accounts Payable
    Accounting Software
    Accounting Basics
    Bookkeeping
    QuickBooks Online
  • $100 hourly
    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!
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    Financial Trading
    Financial Reporting
    Financial Presentation
    Financial Planning
    Financial Management
    Corporate Finance
    CPA
    Finance
    Financial Analysis & Valuation
  • $45 hourly
    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.
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    Sports
    Business Consulting
    Benchmarking
    SQL
    Business Cases
    Financial Variance Analysis
    Scenario Planning
    Creative Writing
    Financial Analysis
    Financial Projection
    Balance Sheet
    Income Statement
    Microsoft Power BI
    Microsoft Excel
  • $150 hourly
    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.
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    Financial Analysis
    Spreadsheet Skills
    Microsoft Excel
    Bookkeeping
    Budgeting & Forecasting Software
    Financial Reporting
  • $135 hourly
    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.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Reporting
    Financial Management
    Financial Accounting
    Financial Analysis
    Startup Consulting
    Internal Auditing
    Account Reconciliation
    QuickBooks Online
    Microsoft Excel
    Finance & Accounting
  • $160 hourly
    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.
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    Project Proposal
    Go-to-Market Strategy
    Business Planning & Strategy
    Pitch Deck
    Management Consulting
    Fundraising Presentation
    Fundraising
    Startup Pitchbook
    Startup Consulting
    Sales Operations
    Sales
    Product Strategy
  • $75 hourly
    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.
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    KPI Metric Development
    Relationship Management
    Database Management
    Product Knowledge
    Budget Planning
    Business Analysis
    Consumer Research
    Market Analysis
    Brand Strategy
    Strategic Planning
    Finance
    Financial Analysis
    Financial Planning
    Management Consulting
  • $60 hourly
    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.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Process Improvement
    Microsoft Power BI
    Cash Flow Modeling
    Financial Planning
    Financial Reporting
    Budget
    Forecasting
    Cost Accounting
    Cost Management
    Budget Management
    Microsoft Excel
    International Accounting Standards
    Financial Audit
  • $125 hourly
    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 requirements
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Reporting
    Financial Management
    Startup Consulting
    SaaS
    Financial Planning
    Business Analysis
    Financial Analysis
    Business Plan
  • $20 hourly
    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.
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    Artificial Intelligence
    Blockchain Platform
    Business
    Business Consulting
    Azure Machine Learning
    Product Strategy
    Accounting Basics
    Forecasting
    Financial Analysis
  • $65 hourly
    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.
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    Performance Measurement
    Underwriting
    Accounting Report
    Accounting Software
    Market Analysis
    Market Research
    Data Analysis
    Budgeting & Forecasting Software
    Financial Reporting
    Financial Analysis & Valuation
    Bookkeeping
    Finance & Accounting
    Financial Analysis
    Analytical Presentation
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