Hire the Best Financial Modelers

Total Fee [max $350] I'm the best deal you'll get in Upwork! Ask all my clients, they would agree. Don't know who to pick out of the 50 applications you get? Do you prefer financial modelers in the US because you feel like they're the best? Well I'm here to tell you that they likely are! But I'm equally as good! And cheaper! And Faster! Perfect if you're on a budget or on a tight deadline or both. As part of great customer service, changes, additional requests, polishing, and revisions will be free of charge. That's right! You will find that working with me will be painless! I communicate effectively and will get whatever you throw at me! Despite my affordable hourly rate, my product is luxurious. I create models that are easy to follow, work lightning fast, and my models are flawless. And when I mean lightning fast, I deliver my product immediately, within less than 1 day. Like Pizza hut, If it's late, it's free! Are you the client who: - Is in the business of Manufacturing, Services, E-commerce, Social Media, AI, SaaS, Fintech, Healthtech, Edtech, startup, SME, publicly traded or even a conglomerate? - Don't Understand how to make a financial model but need one for your startup business for better management or cash flow or attracting investors? I can help you! - Know how to make a financial model but don't have the time or do not want to do it yourself? I can help you! - Already has a financial model but need to update or review it? I can help you! - Real Estate Investor who wants a real estate model built? I understand it and can do it! I have access to rent rates and cap rates and all that stuff! - Do you want a pretty looking dashboard like the ones you see in google images to go along with your financial model? I can do it! I love designing - Do you want a cash flow model built that's not financial statements but for your business liquidity? I can do it! - Are you an investment banker or private equity firm that needs an analyst for a deal? I am the man for the job! Not a Woman! It's just a distraction! Are you the type of person who: - Wants to hire cheap freelancers but has high standards in work? Well my rate can be cheaper depending on our negotiations, as long as you will be a great client to me! I also take pride in my work so I always do my best! - Has Unlimited budget and don't want to take risks and waste their time? You will save a lot of money with me and can use that to buy yourself some nice things at Macy's or Amazon! - Something in the middle and looking for best value? Well that's my hourly rate! Best deal ever! If you need 3-statement models, Discounted Cash Flow (DCF), Scenarios, Sensitivity, Deal Assumptions, it's easy for me. I can even do Mergers and Acquisitions (M&A), Leveraged Buyouts (LBO), and Financial Analysis (Ratio Analysis and Industry Benchmarking) and even FP&A budgeting. I can do detailed revenue models, cost models too. Now, if you need something more challenging valuations and strategic analysis , I know what you're thinking. What does this guy know about that? I don't trust this guy to be able to do that for my business! I love marketing and can also do great market research now with the help of chatGPT. The challenge with startups forecasting is that their sales figures is so unpredictable with negative cash flows in the first few years, but I know how to utilize the AI creatively to come up with market research techniques that big corporates use to make investors convinced that your business will make it, not just price X volume or providing GDP % forecasts or assuming that sales will double every year. What sets me apart from other excel gurus is that I have the CFA charter, the globally recognized USA based gold standard education in Finance and Investment Industry. But so does everybody here in Upwork, right? Well I worked for a wall-street American M&A investment banker that moved in the Philippines for a year or so so I also have the kind of real-world experience that other freelancers here don't have. Just asking for your Shopping money in return. Instead of spending it at Macy's or Amazon, it would make you feel better if you give it to me! We both know that where I'm from that's a lot already, so I thank you in advance for hiring me. I'm available to work for you as soon as you hire me. 34 clients already got their money's worth, and counting. Will you be the next? :) Note: Recently I do lots of Valuation Reports so if you need one I can provide.

I am a Financial Modeling Expert with 13+ years of experience supporting businesses across Infrastructure, Real Estate, Healthcare, Hospitality, SaaS, Technology, Startups, and SMEs. I help founders, CFOs, investors, and lenders raise capital, evaluate opportunities, and make strategic decisions through institutional-grade financial models, forecasting systems, and FP&A solutions. Areas of expertise include: ✔ Financial Modeling & Forecasting ✔ FP&A & Budgeting ✔ Fundraising & Investor-Ready Models ✔ Cash Flow Forecasting & Runway Analysis ✔ Business Valuation & DCF Analysis ✔ M&A & Investment Analysis ✔ Board & Investor Reporting ✔ KPI Dashboards & Business Intelligence ✔ Reporting Automation & Workflow Optimization I combine deep finance expertise with Excel, Power BI, SQL, Python, VBA, Google Sheets, and AI-powered workflows to build scalable forecasting, reporting, and decision-support systems. Whether you're raising capital, evaluating an acquisition, planning growth, or building a forecasting framework, I can help you develop the financial insights needed to make confident business decisions.

I help founders, investors, and corporate teams make faster, better capital and strategy decisions through institutional-grade financial modeling, valuation, and strategic analysis. As a former Big 4 consultant at Deloitte and PwC, with an MBA and an Engineering degree, I bring a rare combination of finance, strategy, and technical rigor. I have supported engagements that helped clients raise over $500M in capital, delivering models and analyses used in real investment and board-level decisions. 𝗔𝗿𝗲𝗮𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 Financial Modeling & Forecasting Integrated 3-statement models, budgeting, long-term planning, scenario and sensitivity analysis. Valuation & Transaction Analysis DCF, comparable companies, precedent transactions, LBO modeling, M&A support, and due diligence. Financial Planning & Performance FP&A, cash flow planning, performance tracking, and investor reporting. Fundraising & Investor Materials Pitch decks, investment memorandums, and financial narratives for capital raising. Strategy & Business Analysis Market research, business planning, competitive benchmarking, and growth strategy. Sector-Specific Modeling SaaS metrics (CAC, LTV, churn), energy and infrastructure, real estate models, and project finance. 𝗧𝘆𝗽𝗶𝗰𝗮𝗹 𝗲𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁𝘀 Fundraising preparation, investor reporting, acquisition analysis, budgeting and long-term planning, business case development, and turnaround or restructuring situations. I design every deliverable for decision-making clarity, with clean, audit-ready models, transparent assumptions, and built-in flexibility for scenario and sensitivity analysis. My work is structured to be used directly by founders, investors, and senior management. Experience spans AI and SaaS, energy and infrastructure, real estate, fintech, manufacturing, retail, public markets, and Web3. Tools and technical stack include advanced Microsoft Excel, VBA automation, financial forecasting systems, and cap table modeling. Top Rated and Expert-Vetted on Upwork, with consistent client feedback highlighting analytical depth, speed, and reliability. 𝗖𝗹𝗶𝗲𝗻𝘁 𝗙𝗲𝗲𝗱𝗯𝗮𝗰𝗸: 🗨️ “Exceptional as always, this is my 5th or 6th project with Gabriel and each one has been a smooth and efficient process with no delays. Have already engaged with him for another contract.” 𝗟𝘂𝗸𝗲 𝗗𝗲𝗮𝘀𝘆 🗨️ “Gabriel is extremely professional and completed the financial model on time. In addition to producing an excellent finished product he gives great advice, implementing things that we didn't think of.” 𝗔𝗻𝗱𝘆 𝗔𝗷𝗮𝘆𝗶 🗨️ “I can't wait to work with him again! He's a highly skilled and multi-faceted collaborator who's determined to help you cross the finish line.” 𝗗𝗶𝘅𝗶𝗲 𝗛𝗶𝗰𝗸𝗺𝗮𝗻

RBC mid-market banker with 30+ executed deals ($15M–$300M). I build financial models, investor decks, and due-diligence materials that that help you raise capital and close deals. Rotman MBA. Banker-quality work, freelancer speed. Prior to finance, I was a chemical engineer and worked in different engineering and operational capacities in manufacturing.

𝐈 𝐛𝐮𝐢𝐥𝐝 𝐜𝐮𝐬𝐭𝐨𝐦 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐦𝐨𝐝𝐞𝐥𝐬 𝐭𝐡𝐚𝐭 𝐟𝐨𝐮𝐧𝐝𝐞𝐫𝐬 𝐚𝐧𝐝 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐚𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐮𝐬𝐞, 𝐧𝐨𝐭 𝐬𝐩𝐫𝐞𝐚𝐝𝐬𝐡𝐞𝐞𝐭𝐬 𝐭𝐡𝐚𝐭 𝐣𝐮𝐬𝐭 𝐥𝐨𝐨𝐤 𝐠𝐨𝐨𝐝 𝐢𝐧 𝐚 𝐩𝐢𝐭𝐜𝐡 𝐝𝐞𝐜𝐤. If you need clarity on 𝐰𝐡𝐞𝐫𝐞 𝐲𝐨𝐮𝐫 𝐦𝐨𝐧𝐞𝐲 𝐢𝐬 𝐠𝐨𝐢𝐧𝐠, 𝐰𝐡𝐚𝐭 𝐫𝐞𝐚𝐥𝐥𝐲 𝐝𝐫𝐢𝐯𝐞𝐬 𝐲𝐨𝐮𝐫 𝐠𝐫𝐨𝐰𝐭𝐡, and 𝐡𝐨𝐰 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬 𝐭𝐨𝐝𝐚𝐲 𝐚𝐟𝐟𝐞𝐜𝐭 𝐨𝐮𝐭𝐜𝐨𝐦𝐞𝐬 𝐭𝐨𝐦𝐨𝐫𝐫𝐨𝐰, you’re in the right place. I’m an 𝐄𝐱 𝐊𝐏𝐌𝐆 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐭, 𝐂𝐅𝐀®, 𝐂𝐀, 𝐅𝐑𝐌®, and among the 𝐓𝐨𝐩 𝟑 𝐩𝐞𝐫𝐜𝐞𝐧𝐭 on Upwork, 𝟐𝟎𝟎 𝐩𝐥𝐮𝐬 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐦𝐨𝐝𝐞𝐥𝐬 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐞𝐝 across startups, funds, and real estate. But credentials aren’t why clients hire me. They hire me because my models become a 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧 𝐦𝐚𝐤𝐢𝐧𝐠 𝐭𝐨𝐨𝐥, not a one time deliverable, a way to think clearly about trade offs, test assumptions, and act with confidence instead of guesswork. 𝐌𝐲 𝐏𝐡𝐢𝐥𝐨𝐬𝐨𝐩𝐡𝐲 𝐨𝐧 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠: I don’t fit your data into a pre built template. I build a 𝐜𝐮𝐬𝐭𝐨𝐦𝐢𝐳𝐞𝐝 𝐭𝐨𝐨𝐥 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐭𝐨 𝐲𝐨𝐮𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐧𝐞𝐞𝐝𝐬. Your understanding of your business comes first. My financial modelling expertise comes second. I keep the entire process 𝐜𝐥𝐞𝐚𝐫 𝐚𝐧𝐝 𝐭𝐫𝐚𝐧𝐬𝐩𝐚𝐫𝐞𝐧𝐭. I won’t start building the model unless we are fully aligned on the scope and the in scope and out of scope items. There are no surprises at the end. You always know 𝐰𝐡𝐚𝐭 𝐢𝐬 𝐢𝐧𝐜𝐥𝐮𝐝𝐞𝐝, 𝐰𝐡𝐚𝐭 𝐢𝐬 𝐧𝐨𝐭, 𝐚𝐧𝐝 𝐰𝐡𝐲 𝐞𝐚𝐜𝐡 𝐚𝐬𝐬𝐮𝐦𝐩𝐭𝐢𝐨𝐧 𝐞𝐱𝐢𝐬𝐭𝐬. What you get is the 𝐬𝐭𝐨𝐫𝐲 𝐨𝐟 𝐲𝐨𝐮𝐫 𝐨𝐰𝐧 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐢𝐧 𝐄𝐱𝐜𝐞𝐥, crafted using best practice financial modelling. Not just an Excel file that sits in your folder. But a tool that you use on a daily basis for taking any key decision. 𝐋𝐞𝐭’𝐬 𝐃𝐢𝐬𝐜𝐮𝐬𝐬 𝐇𝐨𝐰 𝐈 𝐂𝐚𝐧 𝐇𝐞𝐥𝐩 𝐘𝐨𝐮𝐫 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬: 💬 Send me a message with a brief overview of your business and what you are trying to figure out. 𝑵𝒐𝒕𝒆:- 𝑰 𝒘𝒐𝒓𝒌 𝒊𝒏𝒅𝒆𝒑𝒆𝒏𝒅𝒆𝒏𝒕𝒍𝒚, 𝒔𝒐 𝒚𝒐𝒖 𝒘𝒊𝒍𝒍 𝒂𝒍𝒘𝒂𝒚𝒔 𝒌𝒏𝒐𝒘 𝒘𝒉𝒐 𝒊𝒔 𝒉𝒂𝒏𝒅𝒍𝒊𝒏𝒈 𝒚𝒐𝒖𝒓 𝒑𝒓𝒐𝒋𝒆𝒄𝒕 𝒂𝒏𝒅 𝒆𝒙𝒂𝒄𝒕𝒍𝒚 𝒘𝒉𝒂𝒕 𝒚𝒐𝒖 𝒂𝒓𝒆 𝒑𝒂𝒚𝒊𝒏𝒈 𝒇𝒐𝒓.

I build financial models, Excel tools, and dashboards that founders, CFOs, and operations teams actually use — to raise capital, automate reporting, and make faster decisions. Not just spreadsheets that look good in a demo and break two weeks later. With 6+ years of hands-on experience and 35 five-star reviews on Upwork, I specialize in work that is accurate, clean, and built to last. ⭐ What I build for you ⭐ ✅ 3-statement financial models (P&L, balance sheet, cash flow) with monthly and annual views ✅ DCF valuation and LBO models for fundraising, M&A, and investor presentations ✅ 13-week rolling cash flow forecasts and short- and long-term liquidity planning ✅ Startup financial models with dynamic drivers, scenario planning, and investor-ready outputs ✅ Multi-currency P&L consolidation with budget vs. actual variance tracking ✅ Advanced Excel automation using Power Query and VBA to eliminate manual reporting ✅ Macro development — formatting automation, data processing, graph creation, membership reports ✅ Executive dashboards and KPI reporting in Power BI, Looker Studio, and Excel ✅ Google Sheets systems: CRM tracking, lead follow-up tools, operations coordination ✅ Integration of QuickBooks, Xero, CRMs, APIs, and CSV exports into a single reliable model ⭐ Why clients keep coming back ⭐ ✅ Work that holds up long after delivery — clean structure, documented logic, no black boxes ✅ I go beyond the brief — adding automation, sensitivity checks, and extra features wherever they add value ✅ Clear communication throughout: no surprises, regular updates, fast responses ✅ I enjoy untangling messy data and complex challenges — the harder the problem, the better 🏆 What clients say 🏆 ⭐⭐⭐⭐⭐ "Romany did thorough work in reverse-engineering and documenting a complex financial model used by a large bank for regulatory compliance. He met all deadlines and we are very pleased with the results." ⭐⭐⭐⭐⭐ "Romany went above and beyond — moving heaven and earth to deliver a dynamic Excel dashboard that exceeded all expectations. He truly understood the brief, worked with a can-do attitude, and delivered results that wowed the entire team." ⭐⭐⭐⭐⭐ "Romani is very solution oriented and communicates clearly throughout the process. He shows strong patience and a calm approach when handling complex requirements, and he genuinely cares about delivering quality." 🛠️ Core tools & technologies Financial Modeling · DCF & LBO Valuation · 3-Statement Models · Cash Flow Forecasting · Scenario & Sensitivity Analysis · Budgeting & P&L Analysis · Excel · VBA & Macros · Power Query · Power BI · Looker Studio · Google Sheets · Dashboard Design · KPI Tracking · Data Automation · QuickBooks · Xero · If you have a project — whether it's a financial model, a reporting automation, a dashboard overhaul, or a tricky macro — send me a message and let's talk through what you need.