20 Best Financial Projections Freelancers For Hire In New York

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$225 hourly
- 5.0/5
- (23 jobs)
After 15 years of running a profitable e-commerce brand, Canopy Verde, I have returned to my consulting roots to help businesses grow. I built my accessories brand from scratch and achieved profitability by year 2. I’m a creative problem solver and brand strategist who can help companies make the most of their resources. I have helped subscription brands, B2B services, SaaS, B2C products, and consumer goods companies scale their businesses. As founder of Canopy Verde, I drive every aspect of the business including branding, sourcing, design, product development, sales, PR, and logistics. Prior to starting my own brand, I managed the accessories category at Fila, ran B2B marketing at American Express, and conducted in-depth analyses for clients across different industries at Bain. My background: Upwork Top Rated Plus (top 3% of professionals on the platform) Branding, sales and marketing, business development, and operations - 15 years running profitable handbag brand, Canopy Verde Management consulting - Bain + projects for Fila and Cole Haan B2B sales and marketing - American Express, clients in SaaS, tech, and retail 15+ years in design, sourcing, and product development 15+ years of industry experience in D2C, fashion, apparel, consumer goods, e-commerce Columbia MBA & Brown graduate (Phi Beta Kappa) Language skills - Mandarin and Cantonese Minority-owned Woman-owned I help growing businesses prioritize their goals and maximize their resources. If you are a startup or mid-size business, I can be your business coach, brand strategist, and fractional CMO. If you run an established business, I can identify areas of growth, improve organizational effectiveness, and provide data-backed recommendations. Here are examples of business challenges I have helped with: How do we launch a new product and get our startup off the ground? How do we create a branding and marketing strategy that will position the company for success? How can we streamline operations and improve efficiency & profitability? How do we compare to our competitors? As a management consultant, I can get up to speed quickly on an industry, gather data from various sources, and provide a comprehensive overview. I can also help with business plans, branding, and marketing strategies. I have advised companies from pre-launch startups to established brands like Fila and Club Monaco. Please get in touch if you would like samples of previous work or client referrals.

Financial Projections
Brand Strategy
Financial Projection
Product Development
Startup Company
Industry Research
Competitive Analysis
Branding & Marketing
B2C Marketing
B2B Marketing
Sales & Marketing
Business Plan
Business Operations
Management Consulting
Growth Strategy
Strategic Plan
$95 hourly
- 5.0/5
- (41 jobs)
With over 10 years of experience in business strategy, finance, and investment advisory, I specialize in helping businesses secure funding, drive growth, and achieve success. I deliver tailored solutions that align with your vision to unlock your business's potential. Industry Expertise: - Artificial Intelligence - Software-as-a-Service (SaaS) - Media & Entertainment - Education - Healthcare Tech - Industrials & Real Estate I’ve worked with a diverse range of clients—small businesses, ex-NBA athletes, industry leaders, and private equity firms. Client Testimonials: ⭐⭐⭐⭐⭐ ⭐⭐⭐⭐⭐ "Kailash was a godsend; for a small expanding business having someone who understands your vision is very important. Kailash assisted with our business plan, financials, and our P&L statements for the year which were a huge part in getting funded for our seed round." ⭐⭐⭐⭐⭐ "This was an enjoyable experience! Communication was phenomenal and Kailash took his time to understand every detail of my business to provide a business plan, financials, and pitch deck that showcased the vision of my Startup’s business model." Services I Offer: 💼 For Startups & Entrepreneurs: - Engaging Pitch Decks - Business Plans & Executive Summaries - Investment Memorandums 💼 Corporate Finance & Financial Modeling: - Pro Forma & GAAP-compliant Financial Models - Leveraged Buyouts & M&A Support - Equity Research, Risk Valuation, DCF Modeling, IRR & ROI Modeling 🖋️ Business Content Writing: - Custom Market Research with Unparalleled Insight Career Highlights: - Top-Rated Business Consultant at Upwork - Former Google Cloud Lead FP&A (Involved in significant acquisitions) - Successfully crafted multi-year budget plans and forecasts - Assisted Private Equity firm with an LBO deal Let's connect and discuss how I can help you achieve remarkable business growth. --Kai

Financial Projections
Pitch Deck
Equity Research & Analysis
Business Planning & Strategy
Finance & Accounting
Business Writing
Executive Summary
Financial Writing
Corporate Finance
Microsoft Excel
Company Valuation
Financial Projection
Presentations
Accounting Principles & Practices
Financial Analysis
Business Cases
$60 hourly
- 4.7/5
- (11 jobs)
I am a CPA in New York that has extensive experience with auditing and accounting roles as well as bookkeeping and light tax work. I can assist in various area such as preparing for your audits, day to day bookkeeping, payroll, cash flow projections, financial statements or monthly reporting, AR, AP, revenue, data analysis, complying with US GAAP, journal entries, and specialize in inventory reporting.

Financial Projections
Data Analysis
Financial Statements Preparation
Inventory Management
CPA
Accounting Advisory
Accounting
Bookkeeping
Payroll Accounting
Financial Projection
$100 hourly
- 4.8/5
- (37 jobs)
✅Experienced investment banker building thorough, robust, and dynamic financial models and valuations, as well as elegantly designed and detailed investor pitch decks. ✅Has built models and pitch decks that have helped close over $100 million in transaction value. ✅Deep familiarity with each of the major valuation methodologies as well as various modeling techniques and excel data visualization tools. ✅Detailed robust models that can be placed into pitch decks, valuation reports or any other deliverables to be reviewed by shareholders or other necessary stakeholders. ✅Top Rated Freelancer on Upwork. 5/5 Reviews Client Reviews: "Great experience, acts fast and smart and helped me prepare the financials for successful fundraising." -Achim Kohli, legal-i "Excellent work. Work was done to a high standard, completed diligently and delivered on time. Kalydosos is knowledgeable in his field and has an excellent eye for detail and financial models. I would highly recommend Kalydosos!" "He helped us with exactly what we needed with a high level of professionalism and great communication. We'll definitely be working with Kalydosos again!" "Kalydosos was very communicative and professional. He knew exactly what we needed and was very helpful and accommodating. Thank you" "Best experience I have had on UpWork. Would recommend him to anyone looking for financial expertise." "He did a short-term project for me creating a proforma for a potential acquisition. He had great communication with me through the project and was able to jump on a calls as requested."

Financial Projections
Pitch Deck
Investment Banking
Financial Consulting
Presentations
Forecasting
Financial Projection
Financial Modeling
Valuation
$40 hourly
- 4.8/5
- (6 jobs)
NY/USA based Fractional CFO & M&A CPA w/ skilled experience in monthly bookkeeping, financial reporting, preparing and reviewing financials. I specialize in accounting, closing the books on a monthly basis, reviewing and posting journal entries, reconciling and promoting revenue growth and analysis. I'm a CPA and outsourced CFO/Corporate Finance professional w/ very advanced expertise in managing QBO bookkeeping remotely! With a decade of experience, I can own the QBO full cycle accounting process, including GL setup, chart of accounts management, invoicing/AR/AP etc. Also, I can help you maintain it on a GAAP/FASB basis, either cash or accrual, and can handle all reconciliations, bank coding, proper categorizations etc to deliver clean financials and monthly P&L/balance sheets. Depending on your needs, I can also assist w/ cash flow mgmt/forecasting, financial modeling and consistent financial reporting/budgeting for your Company. I have multiple years of experience working with VCs and raising various equity rounds/debt rounds and Seed/Series A/Series B funding rounds successfully over the last several years. Would love to hop on a call/Zoom/Teams today to chat further - let me know when you're available or if you have any other questions! From meticulously tracking income and expenses to ensuring compliance with tax regulations, I can assist here to streamline your financial processes. As an M&A CPA & QoE specialist, I have worked as the M&A Consultant for lower/mid market Private Equity firms, Searchers, and Independent Sponsors to lead the full process of an acquisition from start to finish. I've worked on about 60 acquisitions in the last 4 years ranging from $1M Purchase Price to $120M as a Transaction Advisory Services Manager (which handles the QoEs from post LOI to close and beyond). I worked with the Buyers from pre-LOI and worked with them on the proper structuring of the LOI and negotiating the proper structure as well as establishing the most realistic valuation that the Sellers would get behind and agree to. I also know how to quarterback the full due diligence process, working with the equity investors, debt lenders, Sellers, QoE firms, insurance brokers for reps and warranties as well as the M&A lawyers. I also know how to work with both the equity and debt financiers such as the SBA 7a loan program to make sure that we meet all the right criteria and run the diligence process accordingly. I'll be able to identify all the addbacks and working capital analysis and make sure you are buying the business while understanding the exact true financial scenario and FREE CASH FLOW basis that you'll be able to generate. Furthermore, we'll recreate the financials from the bank and CC statements to ensure you have a true sense of a proof of cash and proper expenses on a GAAP basis.

Financial Projections
Tax Accounting
Taxes
Financial Projection
IRS Income Tax Audits
Accounts Receivable
QuickBooks Online
Financial Statements Preparation
Financial Modeling
Financial Analysis
Financial Report
Financial Model
Financial Audit
Financial Plan
Bookkeeping
Accounting
$40 hourly
- 5.0/5
- (18 jobs)
A CPA and a Chartered Accountant (ACA) with over 6 years of experience at a Big 4 consulting firm (EY). Experience of providing Financial Accounting & Advisory, Financial Modeling and Business Valuations to companies across various sectors. Currently managing Ideate Corporate Consulting, my own consulting firm providing specialized financial & business advisory services to startups and other corporate clients. I specialize in the following: - Financial Statement - IFRS Accounting & Consulting - Analytical Review - Budgeting - Financial Due Diligence - Investment Appraisal - Virtual CFO - Startup Advisory - Business Strategy - Financial Modeling - Financial Operations - Corporate Finance - Business Valuation - DCF Modeling - IRR and Return Modeling - Mergers & Acquisitions - Financial Projections & Forecasts

Financial Projections
Data Analysis
Financial Planning
Financial Reporting
Financial Presentation
Business Valuation
Business Management
Transaction Data Entry
Financial Accounting
Financial Projection
General Ledger
$98 hourly
- 5.0/5
- (6 jobs)
Professional CPA with over 10 years of accounting & CFO experience with a background in Public accounting and Audit working across several industries and businesses. I provide CFO & Accounting along back office services from 6 - 8 figure size businesses. Now is the perfect time to reach out, make running your business smoother. Connect with me by sending a message to discuss any specifications and questions you have, free consultations at no cost and we can come up with a plan that best suits your needs. Allow us to help you measure the true success of your business and plan for the future. Knowing your accounting gives you the satisfaction and relief that your business is striving so you can concentrate on your objectives.

Financial Projections
Bookkeeping
Review
Real Estate
Accounting Software
Accounting Principles & Practices
Management Accounting
Month-End Close Assistance
Internal Control
Financial Projection
GAAP
Intuit QuickBooks
$70 hourly
- 4.7/5
- (66 jobs)
I am passionate about creating value for clients by managing corporate strategy, finance and accounting processes, while identifying cost optimization opportunities. The full time MBA program at the University of Michigan, my investment banking experience at J.P. Morgan Chase & Co. and tax advisory experience at KPMG has enabled me gain corporate strategy, analytical finance and accounting skills that are relevant to assisting with complex strategy, accounting and finance needs I am proficient in building financial statements, developing financial models and financial forecasts / projections, conducting valuation analysis, designing pitch decks, conducting investment / equity and/or general financial research I look forward to working with you!

Financial Projections
Investment Research
Finance & Accounting
Factset
Valuation
Financial Reporting
Financial Modeling
Company Valuation
Financial Statement
Mergers & Acquisitions
Investment Banking
Financial Analysis
Financial Accounting
Financial Report
Financial Projection
$125 hourly
- 5.0/5
- (14 jobs)
Seasoned finance and accounting professional with nearly a decade of diverse finance experience. My services cover FP&A and finance management: - fractional cfo oversight - fundraising support - financial modeling - budgeting and forecasting - dashboards and KPI reporting - long-range planning - cash flow examinations - profitability assessments - board presentations - report writing And also the nitty-gritty accounting details: - process improvement initiatives - audit support - financial statement preparation - cash vs accrual reconciliations - bookkeeping - tax support In this uncertain macro climate, I offer added flexibility with the same quality of advice, work product, and client-first attention you would expect from a dedicated resource. Looking forward to helping you with your business & finance needs!

Financial Projections
Corporate Finance
Financial Modeling
Financial Presentation
Financial Report
Business Writing
Financial Projection
Business Plan
Financial Analysis
Financial Planning
Financial Variance Analysis
Microsoft PowerPoint
$75 hourly
- 5.0/5
- (1 job)
As a fractional CFO/Accountant with over 15+ years of experience, I specialize in helping small to medium size companies achieve their financial business goals. Let's solve your most challenging accounting and financial problems by providing better insights into your business financial habits and strategic financial plans to help grow your business. I provide fractional CFO and accounting services to business owners that want: ✅ Peace of mind knowing their books are accurate ✅ Clarity on their bottom line numbers ✅ Strategies for maintaining cash on hand If you're looking for help with staying on top of day-to-day accounting activities and knowing that your books are accurate and current, I am here to help. Send me a message for a free consultation to get started. Then, let's take your business to the next level! Testimonials: "I have been working with Shahona for over a year, and I am very pleased with the work she has done for both of my businesses - one an interior design company and the other an apparel start-up. She manages the bookkeeping, invoicing, and sales taxes. Shahona is reliable, professional, and a delight to work with." Bimla Picot "Shahona has helped me tremendously through her knowledge and use of the QuickBooks software. She patiently instructed me on the proper way to implement the program, and now I understand how to input and organize data accurately. I highly recommend her as she is well organized, patient, reliable, and illustrates time-saving practices." Richard Sohanchyk "Shahona has brought the company the level of review, organization, and financial Clarity needed when managing multi-million dollar projects. Initially speaking with Shahona about my company's needs, she was knowledgeable, professional, and had the necessary frameworks to scale this function. To scale, you need to hire the right people in any business. Shahona has been that person for the Red Oak team in all things Accounting." Tom Staub "Shahona has been a tremendous asset to my business. We converted from QuickBooks Desktop to QuickBooks Online, and Shahona was great in making the conversion seamless and getting us set up in QBO. Shahona is always prompt in answering questions, and I'm impressed with how organized and efficient her systems were to make the process a breeze!" Saul Bardosh

Financial Projections
Project Budget
Financial Accounting
Cost Accounting
Cash Flow Analysis
Financial Projection
Financial Analysis
Financial Reporting
Bookkeeping
Microsoft Excel
Budget Management
Balance Sheet
Intuit QuickBooks
Bank Reconciliation
$75 hourly
- 5.0/5
- (3 jobs)
As a business operations expert, I provide COO leadership - establishing and strengthening a company's foundation and managing its core functions including Finance, IT and HR. Whether a startup or an established company, I eliminate communications barriers - facilitating the flow of information between these business units and driving optimal performance with a shared understanding of a common goal. I have a small team of trusted professionals that have worked with me for years, so we have the ability to provide businesses with any business operational needs, without bottlenecking or communication barriers, while offering the most cost effective solutions. HOW I BUILD SUCCESS: * Spearhead change when it will further a company's goals - not for the sake of stamping my brand. * Develop and implement short-term tactical plans, long-term strategies and scalable systems. * Uncover unique talents and expertise, and place people where they can do the most good. * Handle restructures, acquisitions, and the unexpected with a 'how can we solve this?' attitude. * Foster an environment receptive to new ideas - driving an aboveaverage retention rate in high-turnover industries.

Financial Projections
Human Resources Strategy
Bookkeeping
Human Resources Compliance
Financial Projection
Human Resources Consulting
Business Strategy
Human Resource Management
System Maintenance
Business Management
Remote IT Management
IT Support
Finance & Accounting
Change Management
HR & Business Services
Business Operations
$75 hourly
- 5.0/5
- (28 jobs)
Hi! Navigating the ever-evolving landscape of finance is my forte. With a track record of success at Wagmi Ventures, Morgan Stanley, and Alliant Insurance, I bring a unique blend of experience and ingenuity to the table. Recent Career highlights: - Successfully assisted in rasing multi-billion dollar funds - Currently advising multiple startup companies - Led Investments in many startup ventures - Critical component of a world-leading team that placed $40 billion of M&A insurance in 2023 - Advised over 150 M&A transactions ranging from $50 million to over $6 billion in deal value across all industries I specialize in the following: - Fundraising - Venture Captial - Equity analysis/investing - Investor pitch decks - Working with startup companies - Business plans and strategy - Financial modeling - Mergers & Acquisitions - Investing I'm passionate about leveraging my skills and experience to drive success in the financial realm. Let's connect and explore how we can work together! Warm regards, Michael Wilke 412-667-0954 Michaelwilke8@gmail.com

Financial Projections
Private Equity
Market Research
Equity Research & Analysis
Startup Consulting
Venture Capital
Google Workspace
Investment Research
Analytical Presentation
Financial Modeling
Investment Strategy
Financial Projection
Microsoft Office
Business Plan
Finance & Accounting
Mergers & Acquisitions
$115 hourly
- 5.0/5
- (8 jobs)
I am an experienced investment professional with six years of work experience in Private Equity, Venture Capital, and Strategic Business Analysis. I am also a published non-fiction author. I have experience on multiple sides of investment transactions (buy-side & target acquisition company) and within operating companies. My competencies include: - Financial modeling & analyses - Valuation modeling & analyses - Investment memos - Pitch decks - Investment fund analyses - Business analyses - Cohort analyses - Market research & mapping - Thematic sourcing and target company identification & analyses - Full project management My industry experience includes: - Consumer brands - Digital media - Healthcare services & technology - E-commerce platforms - Technology - Medical devices - Aerospace & defense - Manufacturing - Tech-enabled business services - Transportation - Automotive - FinTech Selected Investment Experience: Potential acquisition of a manufacturing company (Investment Director of target company) * Wrote recommendation regarding sale process and timeline * Developed business strategy to address areas that will aid in potential sale * Constructed valuation analysis using public company comparables and precedent transactions * Determined assumptions and constructed three statement model * Identified buyers for potential transaction Potential investment of $25M into a hair care company * Constructed time- and segment-based cohort analysis using historical customer data to inform financial forecast and identify geographic, product portfolio, and sales channel growth opportunities * Determined assumptions and constructed three statement model showing IRRs in the 47-63% range Direct co-investment of $10M into a value-based healthcare services and technology company * Constructed valuation analysis using public company comparables and precedent transactions; analysis showed target was transacting at a fair price * Determined assumptions and constructed three statement model showing IRRs in the 31-39% range Potential direct co-investment of $50M into a digital media company * Composed investment theses and investment decision memorandum * Determined assumptions and constructed three statement model showing IRRs in the 29-31% range

Financial Projections
Investment Banking
Pitch Deck
Venture Capital
Private Equity
Investment Research
Financial Presentation
Financial Analysis & Valuation
Data Analysis
Business Analysis
Financial Projection
Modeling
Company Research
Market Research
Financial Analysis
Financial Modeling
$50 hourly
- 5.0/5
- (1 job)
Experienced restaurant and hospitality operator with expertise in all aspects from concept to opening.

Financial Projections
Financial Projection
Financial Modeling
Financial Analysis
Beverage
Food & Beverage
Hospitality
Restaurant & Bar Design
Restaurant
Cooking Lesson
Kitchen Design
Cookbook
Cooking
Menu
Restaurant Menu
$120 hourly
- 4.6/5
- (198 jobs)
TOP RATED Financial Modeling, Excel, Google Sheet Expert looking to help you with your project. • 20 Years of FP&A/Finance/Accounting experience •Excel Expert • Google Sheets Expert• MBA • Worked for a variety of industries • Focused, efficient and reliable. • Almost 200 successful collaborations on Upwork. • Hundreds of more jobs completed throughout my career. I started doing freelance work because I love spreadsheets. They are my way of life and if I can use my skills to help somebody else then that’s awesome. I pride myself on creating workbooks that are easy for the end user to update and follow. I don’t use crazy formulas I like to KEEP IT SIMPLE. My goal is to create something that I am proud of and you are excited to use. Once I am your freelancer, I am always your freelancer. I am happy to help you with any future projects that you have. I know you are thinking “Why you?” That is a great question, so here is a quick description of me and my history. I have been working Corporate Finance roles for over 20 years and now really want to focus on helping people and building out my own company to do just that. At the end of the day, working with me is not cheap, but it’s 100% worth it. If you’re ready to get started, hit that little “Hire Now” button. If you’re not quite ready, send me a message, and we can discuss your goals at length. I look forward to working together!

Financial Projections
Cash Flow Modeling
Budget Management
Strategic Planning
Finance & Accounting
Financial Planning
Budget
Process Improvement
Business Modeling
Data Analysis
Financial Analysis
Data Visualization
Google Sheets
Financial Modeling
Forecasting
Financial Projection
$200 hourly
- 5.0/5
- (22 jobs)
Chartered Financial Analyst | Certified Financial Planner 14 Years experience in investment management 5 Year Portfolio Management - Almeida Investment Management (Go CIO) 3 Years Associate Portfolio Manager - City National Bank 3 Years Fixed Income Consulting - Advisors Asset Management 2 Years Relationship Management - JP Morgan Chase 1 Year - Investment Sales - Gunn Allen Financial Skills Include: Financial Modeling, Cap Table Management, Fundraising, Investment Security Selection

Financial Projections
Investment Research
Financial Projection
Financial Modeling
Financial Analysis
$42 hourly
- 4.2/5
- (10 jobs)
- Licensed NY CPA - 6 years of experience senior at a mid-sized public accounting firm - Focused primarily on non-profit audit and consulting with a specialization in special education - Consulting services include bookkeeping, quarter/year end close, tax preparation, financial preparation - Skilled in preparation of financial statements and related footnote disclosures - Experience with Consolidated Fiscal Reports - Knowledge of CARES Act funding including PPP loans and ERTC

Financial Projections
Financial Projection
QuickBooks Online
Financial Accounting
CPA
Intuit QuickBooks
Bookkeeping
Bank Reconciliation
Tax Return
Accounting Software
$75 hourly
- 0.0/5
- (0 jobs)
I'm a 10 year management consulting professional with experience in multiple industries. Including but not limited to financial services, fin tech, health tech, and entertainment. I am skilled in creating business plans, operational strategy, process documentation, and financial projections. I also have experience setting up agile platforms like Jira that can be used for sprints, project tracking, or employee management. In addition to my hard skills, all my previous roles have been heavily oriented in client success and account management. I am able to help create metrics and mechanisms around analyzing client health, satisfaction, retention, and renewal rates. Excited to work with and meet as many people as possible!

Financial Projections
Business Planning & Strategy
Account Management
Microsoft Word
Presentation Design
Market Analysis
Training Materials
Client Management
Financial Projection
Revenue Management
Jira
Agile Project Management
Process Documentation
Business Operations
Microsoft Excel
Microsoft PowerPoint
$25 hourly
- 0.0/5
- (0 jobs)
Strategic Project and Sales manger with over ten years of experience managing award winning sales teams & scaling growing business with a proven success record. Let me help you grow your business, with communication and service being my utmost priority, I will complete deliverables efficiently, effectively and always on time.

Financial Projections
Customer Service
Payroll Accounting
Business Development
Financial Projection
Sales Strategy
Project Management
Data Entry
$20 hourly
- 0.0/5
- (0 jobs)
Hi! As a financial analyst with over 3 years of professional experience, I have developed a keen eye for detail and a deep understanding of financial markets. My expertise lies in analyzing financial data, creating financial models/projections, and optimizing and enhancing equity portfolios. Throughout my career, I have worked with a range of firms, ranging from boutique family offices to $1.5B AUM investment firms. My experience includes financial modeling, forecasting, budgeting, and portfolio analysis. I have also conducted due diligence for private equity acquisitions, prepared investment memorandums, and assisted in capital raising efforts. As a freelancer, I am incredibly excited to leverage my expertise and experience to assist both businesses and individuals seeking to make informed decisions. I am dedicated to ensuring that your experience with me is enjoyable and accommodative to all your needs. Whether you need assistance with financial modeling, forecasting, or portfolio management, I am here to help! I look forward to working together!

Financial Projections
Financial Management
Financial Analysis & Valuation
Finance & Accounting
Finance
Financial Planning
Financial Projection
Financial Modeling
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