Hire the best Financial Presentations professionals

Check out Financial Presentations professionals with the skills you need for your next job.

Clients rate Financial Presentations professionals
Rating is 4.8 out of 5.
4.8/5
based on 1,076 client reviews
Romain Claude Henri C.
$75/hr
  • Trophy Icon Financial Presentations
  • Financial Reporting
  • Bookkeeping
  • Financial Accounting
  • Financial Presentation
  • Financial Forecasting
  • Cost Accounting
  • Management Accounting
  • Balance Sheet
  • Technical Accounting
  • Profit & Loss Statements
  • Bank Reconciliation
  • Cash Flow Analysis
  • International Accounting Standards
  • Budgets
  • Xero

I have more than 20 years working in accounting and finance. I have worked for many multinationals in Switzerland and will be able to help you for many projects such as: - Bookkeeping in Quickbooks, Xero and others ERP - Financial Accounting - Treasury - Cash Flow - Financial Reporting - Cost analysis - Budget/Forecast - VAT for Switzerland and Europe I am speaking English, French, Spanish and can work on a German system. I'm working from Colombia but I'm available to adapt to any situations if required. Please contact me if you need help from a professional. Romain

Giorgi M.
$95/hr
  • Trophy Icon Financial Presentations
  • Presentations
  • Animation
  • Editor
  • Illustration
  • Microsoft PowerPoint
  • Pitch Deck
  • Full Presentation Design
  • Financial Presentation
  • Presentation/Education
  • Brochure Design
  • Business Plan
  • Investment Banking
  • Startup Consulting
  • PPTX
  • Presentation Design

$150M+ Pitch Decks | 350+ Work-Hours | 250+ Projects If you need to present valuable information about your company in front of important people, you have reached the right freelancer here! I will make you a professional and creative PowerPoint presentation with unique custom-made designs, infographics, and animations that are individually based on your company’s needs alongside the specific branding, and general feel. My incredibly unique background in finance and graphic design is a distinctive combination of skills and experience that allows me to combine business knowledge with a strong sense of design. This business background ensures...

Angela K.
$77/hr
  • Trophy Icon Financial Presentations
  • Presentation Design
  • Presentations
  • Financial Presentation
  • Pitch Deck
  • Branding Template
  • Real Estate
  • Pitchbook
  • Storytelling
  • Adobe InDesign
  • Brand Guidelines
  • Figma
  • PPTX
  • Adobe Illustrator
  • Google Slides
  • Graphic Design
  • Microsoft PowerPoint

Do you want to stand out from your competition and attract desired customers or clients to your business? I am an Australian professional specialized in provoking conversations via professional presentations, brand identity, and graphic design. Over the years, I've partnered with clients ranging from small start-ups to high-profile global corporations. I have won numerous awards for pitch deck, website and creative design, and digital marketing projects. Along with over 15 years of experience within Real Estate, Finance, Sales & Marketing, and Investor Relations, I will help you realize your vision - conveying your message visually with...

Matheus R.
$70/hr
  • Trophy Icon Financial Presentations
  • Business Presentation
  • Figma
  • Data Visualization
  • Graphic Design
  • Adobe Photoshop
  • Pitch Deck
  • Microsoft PowerPoint
  • Chart Presentation
  • Infographic
  • Google Slides
  • Financial Presentation
  • Presentation Design
  • Graph
  • User Flow
  • Sales Presentation
  • Fundraising

• +6 years of experience in Design with focus on Presentation & Pitch Decks • Advised in close to $100M in funds raised over the past year I work daily with high-profile clients, creating presentations that make a good first-impression and lead to fruitful business relationships with investors and customers. Some of my clients include Banks, Fintechs, AI companies, VC funds and Media/Marketing companies, so I have vast experience working with a diverse client base with very different needs and goals. I have broad experience working in fast-paced environments with tight deadlines and high-complexity pitch decks, where I offer a keen...

Ro B.
$100/hr
  • Trophy Icon Financial Presentations
  • Pitch Deck
  • PitchBooks
  • Microsoft PowerPoint
  • Presentation Design
  • Presentations
  • Financial Presentation
  • Startup Consulting
  • Venture Capital Consulting
  • Graphic Design
  • Adobe Photoshop
  • Business Plan or Pitch
  • Storytelling
  • Industry Research
  • Business Writing
  • Sales Presentation

⭐ Bloomberg Beta: Preferred Pitch Partner ‘22 📈 Financial expertise, data-driven copy 📚 Compelling story structuring ✅ Institutional market research 🎨 Professional and modern design 🛠 Collaborative build process CLIENT CAPITAL RAISES: 💲 $30.0m, Series B - IT/Tech: Software, Pitch Deck (United States, Oct. 2021) 💰 $7.0m, Seed - Fintech & Social Media, Pitch Deck (India, May 2021) 💵 $5.0m, Series A (SAFE) - Deep Tech: Software & AI, Pitch Deck (Malta, Aug. 2021) 💴 $4.0m, Series A - Recruitment, AI Pitch Deck (United States, Oct. 2021) 💱 $2.0m, Equity Finance - Google Funding, Voice AI, RFP Deck (US, Sept. 2021)...

Liliana M.
$120/hr
  • Trophy Icon Financial Presentations
  • Presentation Design
  • Pitch Deck
  • Microsoft PowerPoint
  • Google Slides
  • Marketing Presentation
  • Full Presentation Design
  • Financial Presentation
  • Branding Template
  • Graphic Design
  • Adobe Photoshop
  • Data Visualization
  • Infographic
  • Chart Presentation
  • Slide Animation
  • Presentations

🏆 Win people’s hearts and minds (and wallets) with impactful presentations. Achieve your goals through a compelling story and purposeful design. 🏆 My name is Liliana - a presentation expert with more than 6 years of design, project management, and marketing experience. I am also the founder of Slightly Perfect - an international boutique agency specializing in Presentation development and design.  🚀 Why work with me? I will go deeper into your case, analyze all aspects, provide you with extensive honest feedback, and become a part of your team, not a contractor.  I will ask you insightful questions, listen carefully and invest time in...

Joseph S.
$85/hr
  • Trophy Icon Financial Presentations
  • Financial Presentation
  • Financial Modeling
  • Research Papers
  • Financial Report
  • Business Modeling
  • Business Writing
  • Financial Analysis
  • Microsoft PowerPoint
  • Real Estate Investment Assistance
  • Real Estate Financial Modeling
  • Financial Forecast
  • Financial Writing
  • Real Estate

Business Plans | Financial Models | Investor Pitch Decks | Management Consulting - Startup Consulting - Fin-tech- Private Capital Markets - Blockchain - Financial Modeling - Real Estate - Private Equity - Investor Packages - $250 million in seed, equity & debt capital raised An accomplished professional with 15 years of experience in Asset Management, Private Equity, Limited Partnerships, Real Estate, Re-positioning strategies (Leveraged buyouts & Debt Restructuring), Fintech start-ups (Prop-tech & Mortgage tech), & Blockchain research for exempt market dealers and private capital markets. Consultation Methodology Discovery - Develop a...

Ben Y.
$100/hr
  • Trophy Icon Financial Presentations
  • Educational Technology
  • Curriculum Development
  • Project Management
  • Relationship Management
  • Lesson Plan Writing
  • Elearning
  • K-12 Online
  • Microsoft PowerPoint
  • Prezi
  • Microsoft PowerPoint
  • Infographic
  • Curriculum Plan
  • Financial Presentation

I look forward to helping you deliver presentations that will drive your audience to action! I understand how important it is to tell a story that connects with your audience and conveys the value of your message. I bring my expertise in training & development paired with years of consulting to help tune your presentation in both copy and design so that you can convey a compelling story. I have experience creating and presenting within multiple formats including, Prezi, Powerpoint, Google Slides, and Articulate Rise. Some of my clients say it best: "Ben had the capacity to understand my thoughts and ideas and bring them to life. He...

Scott R.
$35/hr
  • Trophy Icon Financial Presentations
  • Graphic Design
  • Presentation Design
  • Adobe Illustrator
  • Adobe Premiere Pro
  • Adobe Photoshop
  • Microsoft PowerPoint
  • Marketing Presentation
  • Google Slides
  • Business Presentation
  • Layout Design
  • Sales Presentation
  • Prezi
  • Web Design
  • Financial Presentation

I’m an expert in getting your message across, whether thats through presentations, business documents, marketing materials, sales collateral or website design. My unique approach of blending design skills and business acumen gives me the confidence to deliver high quality material for a wide variety of needs and my reviews and portfolio clearly provides some examples of these deliverables. I've been a Vice President at Barclays UK as a Senior Product Manager, I've founded my own business, I’ve worked with senior executives, Small Business Owners, and everyone in between. Throughout this I've to delivered the outcomes you desire; such as...

Melody R.
$69/hr
  • Trophy Icon Financial Presentations
  • Microsoft PowerPoint
  • Graphic Design
  • Print Design
  • Presentations
  • Web Design
  • Corporate Brand Identity
  • Layout Design
  • Trade Show Exhibition Design
  • WordPress
  • Art Direction
  • Design Writing
  • Web/graphic Design
  • Google Slides
  • Presentation Design
  • Financial Presentation

⭐⭐⭐⭐⭐ I have been a Creative Director and Designer for over 17 years helping clients reach success through visual design. I immerse myself in your company and truly believe that high-quality visuals increase viewer interaction and produce results. My team works closely with you every single day, often becoming a seamless extension of your in-house departments. We truly care about your business and know how important quality is for your success. We make sure all of your projects are on-target and delivered on-time to produce the results you are looking for!

Keane A.
$175/hr
  • Trophy Icon Financial Presentations
  • Presentations
  • Presentation Design
  • PitchBooks
  • Pitch Deck
  • Pitchbook
  • Pitch Deck
  • PitchBooks
  • Financial Presentation
  • Fundraising

🔥 A few recent raises: 🚀 Heirlume: Raised $1.7 million in April 2021 🚀 Lucid Green: Raised $3.1 million in May 2021 🚀 Fangage: Raised $2.3 million in May 2021 🚀 STEALTH: Raised $3.5 million in May 2021 “I came to Keane not because I was inexperienced in fundraising, but because I had a very difficult company to pitch. Keane is the real deal. Everything from his process to business intelligence is the best I've seen and an amazing designer to boot. I doubt you'll find this level of a trifecta anywhere else. Amazing results. I true case of you get what you pay for. Wholeheartedly recommend. ” 💬 Chris Prendergast, Co-founder and CEO,...

Alexia K.
$175/hr
  • Trophy Icon Financial Presentations
  • Financial Modeling
  • Financial Analysis
  • Financial Forecasting
  • Strategic Plan
  • Management Consulting
  • Microsoft PowerPoint
  • Microsoft Excel
  • Analytics
  • Data Analysis
  • Presentation Design
  • Presentations
  • Business Analysis
  • Investment Banking
  • Business Writing

Experienced Chief Financial Officer with demonstrated history working in Private Equity and Venture Capital. Proven ability to successfully build out the infrastructure in the Venture Capital and Private Equity industry and exceptional in areas of analytics, strategic planning, and project management. Deep knowledge of budgets, forecasting, valuation models, financial statements, as well as expense management and revenue/income reporting. Accustomed to delivering comprehensive reports while exceeding expectations. Highly motivated and detail-oriented, thriving in fast-paced and deadline-driven environments.

Joel B.
$150/hr
  • Trophy Icon Financial Presentations
  • Real Estate Financial Modeling
  • Microsoft Excel
  • Finance
  • Project Finance
  • Real Estate Investment Assistance
  • Real Estate Acquisition
  • Real Estate & Construction
  • Pitch Deck
  • Financial Model
  • Financial Analysis
  • Financial Modeling
  • Financial Projection
  • Presentations
  • Pro Forma Statement
  • Financial Projection

I am a Real Estate finance executive with 16-year experience in the financing, development, and management of large portfolios of commercial Real Estate with a combined value of more than $1 Billion, including retail, office, medical, hospitality and multifamily assets. SPECIALTIES • Building sophisticated Excel models that are accurate, clear, easy-to-use and maintain, and scalable. • Producing high-quality offering memorandums, debt packages and pitch decks that will articulate a compelling case and drive success. • (Re)structuring and optimizing the capital stack in order to reduce the weighted average cost of capital. EXPERIENCE •...

Andrew G.
$180/hr
  • Trophy Icon Financial Presentations
  • Microsoft PowerPoint
  • Presentations
  • Financial Modeling
  • Argus
  • Microsoft Excel
  • Financial Analysis

ALL YOU NEED TO KNOW: I combine 2 skills sets very well 1) I am highly analytical (proforma, feasibility analysis, market studies) 2) I am very design oriented (pitch decks, presentations, drone videography) NOT CONVINCED? HERE'S MORE ABOUT ME: Since 2014 I have worked as a freelancer focused on CRE, with clients ranging from a large property/asset management firm to an EB-5 Capital broker dealer, where I've done financial modeling, acquisition underwriting, investment pitch deck creation, and waterfall modeling. I worked at Marcus and Millichap (acquisitions/asset management, 6 years), RSG Inc. (Real Estate Consultant to Cities, 3...

Felipe B.
$175/hr
  • Trophy Icon Financial Presentations
  • Presentation Design
  • Microsoft PowerPoint
  • Adobe Illustrator
  • Graphic Design
  • Infographic
  • Marketing Collateral
  • Sales Presentation
  • Business Presentation
  • Storytelling
  • Presentations
  • Microsoft PowerPoint
  • Branding Template
  • Adobe Creative Suite

You bring me data and leave with a compelling narrative and gorgeous visuals. “Felipe is what makes Upwork an amazing place […]. If he has applied to your job and you are curious - should I hire him? Stop. Do it. I have been on Upwork for years. He is one of the good ones." - Client with over $1.4M spent 💎 I focus exclusively on high-stakes, high-value projects: Deep down, you just want your audience to understand you, to care, and to do something about it -- whether is to invest in your business, join your movement, or change a behavior. That's the heart and soul of every great presentation and my job is to help you succeed. 🚀 Pitch...

Tristen S.
$90/hr
  • Trophy Icon Financial Presentations
  • Adobe InDesign
  • Adobe Photoshop
  • Adobe Illustrator
  • Branding
  • Advertising
  • Graphic Design
  • Photo Editing
  • Logo Design
  • Microsoft PowerPoint
  • Social Media Marketing

Creative Designer with proven success developing engaging client experiences using integrated marketing and design. My team managing experience includes art direction for studio designers, copywriters and photographers, while driving collaboration with outside vendors and agencies to create cohesive design solutions that solve complex business challenges. My strengths in design include creating brand standards for logos, brochures, posters, magazine and ads layouts, direct mail, billboards, menus, invitations, presentations and social media assets. I also have a wide-range of experience producing dynamic environmental graphics and signage...

Jennifer L.
$200/hr
  • Trophy Icon Financial Presentations
  • Financial Analysis
  • Financial Modeling
  • Financial Reporting
  • Financial Forecasting
  • Financial Management
  • Financial Presentation
  • Corporate Finance
  • Chartered Financial Analyst
  • Mergers & Acquisitions
  • Due Diligence

I can do and have done nearly everything related to Corporate Finance and Strategy. This includes forecasting, budgeting, variance analysis, internal and external reporting, covenant compliance, Board and potential investor presentations, responding to due diligence requests, determining appropriate asset funding solutions, evaluating and approving benefits package options, and any other ad hoc needs. I am well experienced in, and able to lead or assist with, all aspects of M&A transactions, from basic modeling and due diligence to final negotiations and contract execution.

Esteban R.
$150/hr
  • Trophy Icon Financial Presentations
  • Financial Modeling
  • Financial Presentation
  • Financial Planning
  • Financial Analysis
  • Business Valuation
  • Company Valuation
  • Valuations
  • Mergers & Acquisitions
  • Capital Markets

M&A and FP&A professional with over 10 years of experience in different industries such as Energy, Technology, Insurance, Industrials and Retail in US, Canada, Latin America and Europe with an investor network of over 10,000 investors among private equity funds, VC funds, family offices and high net worth individuals across almost every industry

Seva L.
$125/hr
  • Trophy Icon Financial Presentations
  • Presentations
  • Fundraising
  • Sales Presentation
  • Pitch Deck
  • Presentation Design
  • Infographic
  • Microsoft PowerPoint
  • Venture Capital Consulting
  • Google Slides
  • Keynote
  • Full Presentation Design
  • Financial Presentation
  • Startup Consulting
  • Data Visualization
  • GSLIDES

It’s only natural to feel overwhelmed when it comes to seeking funding for your business, but don't let the stress of selling your vision, proving investors you're worth backing, and presenting key points professionally hold you back. With my expert guidance and attention to detail, I can help you create a compelling story, address any gaps in your pitch, and design visually stunning slides that will persuade potential investors to fund you. With over $600 million raised by my clients and a proven track record of success with companies of all sizes, you can trust in my ability to take your pitch to the next level. Don't just take my...

Nitasha J.
$85/hr
  • Trophy Icon Financial Presentations
  • Pitch Deck
  • Content Writing
  • Writing
  • Marketing Strategy
  • Presentation Design
  • English
  • Creative Writing
  • Social Media Marketing
  • Website Content

15 years in business marketing, working with established and fast-growing businesses, I have been creating SALES & PITCH COMMUNICATION THAT WORKS! I am driven by the unique vision of the various businesses I work with, and my own passion of seeing them become brands that are loved by investors and customers alike. My work has brought about millions of dollars of investment and sales for my clients. Those who have returned to hire me, have admitted that when I say it can be done, they believe that it will be done. “Nitasha thinks outside the box and makes things happen.” – a client testimonial that sums up the experience of working with me!...

Sivasubramanian B.
$53/hr
  • Trophy Icon Financial Presentations
  • Product Analytics
  • Management Consulting
  • Agile Project Management
  • Product Strategy
  • Business Consulting
  • Product Roadmap
  • Wireframing
  • Product Development
  • IT Project Management
  • Product Requirements Document
  • Product Management
  • Design Thinking
  • Product Design
  • UI/UX Prototyping
  • Change Management

Whether an emerging brand or an established presence rolling out a new product or service, I work closely with my clients on constructing an immersive narrative that can grow and evolve to define a brand. From there, I provide all the building blocks necessary to turn a project from an idea to a completed suite of marketing capital. Some of my favorite product management tools are: - Atlassian Jira, Confluence, GitHub, GitLab, Notion, Postman and Swagger - Trello, Asana, Bitrix24, Monday.com, Aha - Microsoft Visio, Draw-io, Figma Jam - Figma, Miro I operate under a very simple philosophy: that top-tier work is the result of communication...

Patrick M.
$200/hr
  • Trophy Icon Financial Presentations
  • Financial Modeling
  • Financial Analysis
  • Financial Writing
  • Management Consulting
  • Startup Consulting
  • Fundraising
  • Corporate Strategy
  • Business Consulting
  • Finance
  • Venture Capital Consulting
  • Corporate Finance
  • Pricing Strategy Consulting
  • Pitch Deck

Raised over $15M in venture capital, grown teams from 2 to 30 people, and grown revenue from thousands to $10M a year. VP level experience in finance, operations and management at growing startups with investment banking, financial services, private equity, and fundraising experience. Driven, detail-oriented, and open-minded.

Olena O.
$37/hr
  • Trophy Icon Financial Presentations
  • Adobe InDesign
  • Adobe Illustrator
  • Adobe Photoshop
  • Graphic Design
  • Presentation Design
  • Illustration
  • Microsoft PowerPoint
  • Corporate Style
  • Web Design
  • English
  • Full Presentation Design
  • Print Marketing Materials
  • Design Thinking
  • Analytical Presentation
  • Informative Art

Hi, my name is Olena and I'm a Graphic Designer with 10+ years of experience. I am offering skills in presentation design, catalogues, brochures, books, magazines, logo design, and web design. I've worked with many industries including fashion and apparel, beauty and skincare, healthcare, outdoors, entertainment, tech, athletic, etc. While having experience working with the big guys, I regularly work with individuals and small firms to help realize their unique vision. I believe every client deserves the best you have to offer and I always look forward to a challenge! I welcome you to review my profile and contact me about bringing your...

Diego Hernan R.
$20/hr
  • Trophy Icon Financial Presentations
  • Investment Banking
  • Venture Capital Consulting
  • Corporate Finance
  • Financial Planning
  • Financial Analysis
  • Excel
  • Financial Forecasting
  • Financial Modeling
  • Financial Presentation
  • Investment Strategy
  • Accounting
  • Financial Projection
  • Project Finance
  • Finance & Accounting

Hi! I'm very pleased to meet you. I'm Diego Ramirez and I am associate (Manager) at an investment bank. Additionally, I'm currently candidate for a Post Experience Master in Finance at London Business School (#1 Master in Finance according to Financial Times and QS Ranking). Furthermore, during this programme I am an exchange student for the MBA programme at Columbia Business School. Also, I was CFO of a fintech (Backed by Y Combinator). Y-Combinator is a start up accelerator that have helped grow Dropbox, Airbnb, among others. Additionally, I have worked in an venture capital fund founded by the Head of Europe of the IFC Venture Capital...

Gurgen B.
$60/hr
  • Trophy Icon Financial Presentations
  • Presentations
  • Financial Modeling
  • Business Consulting
  • Business Coaching
  • Fundraising
  • Financial Analysis
  • Financial Projection
  • Business Presentation
  • Business Plan
  • Financial Statement
  • Startup Consulting
  • Market Research

Want to open investor's checkbooks?💸(Watch the video in my profile) If you're reading this, then you probably want to get ready for your next big raise that will be a total game-changer for your business. This raise allows you to invest in expansion, marketing and hiring and you will see massive growth in your business. Working with me and my system will: 📢 3X chances of getting investor meetings 📢 At least double your fundraising amount 📢 Save your TIME as you'll raise your funds in half of the time 📢 STOP YOUR STRUGGLES in the fundraising process and allows you to focus on your product and customers You are generally raising...

Sudha P.
$35/hr
  • Trophy Icon Financial Presentations
  • Virtual Assistant
  • Transaction Data Entry
  • Presentation Design
  • Graph
  • Financial Presentation
  • Microsoft Excel
  • Data Visualization
  • Pitch Deck
  • Slide Transition
  • Animation
  • Chart Presentation
  • Microsoft PowerPoint
  • Office 365
  • Infographic
  • Communication Skills

Hello! Am Sudha, Senior PowerPoint Presentation Designer at McKinsey & Company (top most management consulting firm) having 10+ years experience in PowerPoint presentation. I am an expert in designing all types of PowerPoint Presentation decks, especially business presentations. My portfolio consists of the PowerPoint documents created from scratch, redesigned from existing slides, and built according to clients' brand guidelines. I take care of the formatting issues, the graphs/charts, the information structure, the presentation consistency, and many more details in order to create high-quality modern PowerPoint presentations. I will...

Joao G.
$150/hr
  • Trophy Icon Financial Presentations
  • Business Modeling
  • Business Plan or Pitch
  • Financial Analysis
  • Investment Preparation
  • Financial Forecasting
  • Company Valuation
  • Startup Consulting
  • Graphic Design
  • Pitch Deck
  • Fundraising
  • Financial Presentation
  • Business Strategy
  • Presentation Design
  • Business Plan
  • Infographic

Success is dependent on how your concept is shared with investors, period. I started and sold my first company in my early 20´s and haven’t looked back since. Fundraising Expert and Business Strategist with more than 10 years of successful experience, working with talented Founders & CEOs of StartUps and SMEs worldwide. WHAT YOU SHOULD EXPECT FROM ME: ✓ Complete groundwork and support for fundraising; ✓ Financial Model; ✓ Business Plan; ✓ Pitch Deck; If you are serious about your business, let´s get to work and create something amazing.

$NaN/hr

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How to Hire Top Financial Presentation Specialists

FINANCIAL PRESENTATION SPECIALISTS

What is a financial presentation?

Financial presentation is an art where the presentation specialist must deliver data-heavy information in a concise and engaging way.

Here’s a quick overview of the skills you should look for in financial presentation professionals:

  • Financial presentation
  • Presentation design
  • Financial expertise (e.g., investment banking, real estate)

Why do you want to hire financial presentation specialists?

The trick to finding top financial presentation specialists is to identify your needs. Is your goal to find someone to turn economic statistics and customer success stories into a pitch deck your sales team can use on B2B clients? Or do you need help presenting quarterly financial forecasts to stakeholders and executives? The cost of your project will depend largely on your scope of work and the specific skills needed to bring your project to life.

HOW TO HIRE FINANCIAL PRESENTATION SPECIALISTS

Whether you need pitch decks, sales reports, or financial forecasts, financial presentation specialists can turn your data and insights into engaging financial presentations.

So how do you hire financial presentation specialists? What follows are some tips for finding top financial presentation specialists on Upwork.

How to shortlist financial presentation professionals

As you’re browsing available financial presentation consultants, it can be helpful to develop a shortlist of the professionals you may want to interview. You can screen profiles on criteria such as:

  • Industry fit. You want a financial presentation specialist who understands your industry so they can help you figure out how best to present data to your target audience.
  • Project experience. Screen candidate profiles for specific skills and experience (e.g., creating data visuals in Excel and importing them into PowerPoint).
  • Feedback. Check reviews from past clients for glowing testimonials or red flags that can tell you what it’s like to work with a particular financial presentation specialist.

How to write an effective financial presentation job post

With a clear picture of your ideal financial presentation specialist in mind, it’s time to write that job post. Although you don’t need a full job description as you would when hiring an employee, aim to provide enough detail for a contractor to know if they’re the right fit for the project.

An effective financial presentation job post should include:

  • Scope of work: From data visuals to presentation slides, list all the deliverables you’ll need.
  • Project length: Your job post should indicate whether this is a smaller or larger project.
  • Background: If you prefer experience with certain industries or presentation tools, mention this here.
  • Budget: Set a budget and note your preference for hourly rates vs. fixed-price contracts.

Ready to create engaging financial presentations? Log in and post your financial presentation job on Upwork today.

FAQS FOR HIRING FINANCIAL PRESENTATION SPECIALISTS

How much does it cost to hire a financial presentation specialist?

Rates can vary due to many factors, including expertise and experience, location, and market conditions.

  • An experienced financial presentation specialist may command higher fees but also work faster, have more-specialized areas of expertise, and deliver higher-quality work.
  • A contractor who is still in the process of building a client base may price their financial presentation services more competitively.

Which one is right for you will depend on the specifics of your project.

How long should you contract a financial presentation specialist to complete your project?

As difficult as it is to estimate how long it takes to create a financial presentation, budgeting time is very important to keeping your project on track. Be prepared to budget more time for more-demanding financial presentation projects. For example, designing simple charts in Excel for a weekly financial report will typically take less time than creating highly polished data visuals for an investor pitch deck.

What are the steps involved to hire financial presentation specialists?

Here’s how to hire financial presentation consultants in four simple steps:

  1. Identify your project needs, whether it’s quarterly earnings reports or sales presentations.
  2. Define the scope of work and write a detailed job post. Be specific about deliverables (e.g., turn market research and business intelligence into a pitch deck targeting investors).
  3. Review proposals and shortlist potential financial presentation specialists for unique skills needed to bring your project to life (e.g., graphic design expertise for creating polished data visuals).
  4. Interview financial presentation talent to gauge whether they’re the right fit for your project.
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