Top Rated / Max Fee = $350. Verification that I'm not a robot captcha XD: instagram: "@jerry.leong_"
I'm the best deal you'll get in Upwork! Don't know who to pick out of the 50 proposals? Getting baited by personalized proposals that already talks about the job? It's probably AI responses you know! Only looking at US freelancers because you feel they're the best? 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 with a deadline. I am the man for the job! Not a Woman! It's just a distraction!
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 3 days. Like Pizza hut, If it's late, it's free!
Looking for just one person to make all your investor-ready business plan financial model and pitch deck? Well it's not me! Surely other freelancers offer that kind of service, but I think it's better if you hire one for each investor material (bplan, model, pitch deck), and a designer.
Nowadays, AI can make financial models for you, but would you really leave it up to robots to make your financial model? I don't doubt that in the future AI can definitely compete with financial modelers but with me you don't have to worry about obvious and glaring mistakes! I can make you custom financial models tailored to suit your needs! I always build from scratch and don't use any templates!
As part of great customer service, formatting and revisions will be free of charge. That's right! You will find that working with me will be painless and fun! Also, I don't talk technical like other financial modelers out there.
Are you the person who:
- Doesn't know how to make a financial model but needs or wants one ? I can help you!
- Knows 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!
- Is working in finance that needs an analyst for a deal? I can helpy you!
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, Valuations it's easy for me. I can even do Mergers and Acquisitions (M&A), Leveraged Buyouts (LBO). I can do detailed revenue and cost buids too should you want one.
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.
Also, unlike other freelancers, I have experience in diverse industries ranging from capital intensive heavy industries like power, energy, manufacturing, real estate to service industries like healthcare, agriculture, lending, media, to trending industries such as SaaS, AI, Fintech, App Making, Content Creators, etc. All of my clients doesn't seem to have any problems regarding my ability to make models with the requirements of their business model.
When I'm not working, I like to sing, play basketball, video games like league of legends, factorio, and eat comfort food like pizza.
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 spend it on me! We both know that where I'm from that's a lot already (like one month's salary), so I really thank you in advance for hiring me. I'm available to work for you as soon as you hire me. And I only work with one client at a time. Your shopping money makes me feel like I can have whatever I like (you know, the song XD). And because you saved money, you can have whatever you like, yeah! XD
Please message me if you want more samples, I only uploaded a few because it's my best work.
44+ clients already got their money's worth, and counting. Will you be the next? XD (smiley)
Business Plan
Valuation
Financial Modeling
Forecasting
Presentations
Chartered Financial Analyst
Online Research
Sales Writing
Pitch Deck
Katherine C.
Taguig, Philippines
$10/hr
5.0
10 jobs
Financial articles on forex, equities, crypto-currencies (bitcoin, litecoin, ethereum) commodities, and futures trading. Topics covered include macroeconomic/fundamental and technical analysis, educational content, trading psychology, and industry news.
Available on a per project basis or regular article posting on your website. I am also knowledgeable in Wordpress, HTML, and SEO.
Financial Writing
SEO Writing
Content Writing
Online Writing
Forex Trading
Report Writing
MARRIZA A.
Rizal, Philippines
$10/hr
4.9
263 jobs
With proven analytical skills in setting up new business, has prepared business plan for clients in the USA for visa application purposes,student visa application, client in Canada for loan funding and has traveled to Sydney, Australia to evaluate and enhanced company's marketing plan.
Business Plan Writer
* I can prepare business plan for visa application, loan funding and investor presentation purposes:
*My approach is to prepare financial projections first including start up funding, monthly sales, profit and loss statement, balance sheet, cash flow analysis, annual projections, financial ratio analysis, payback period, this is to determine if the proposed business is profitable from its first year of operation onwards.
* I can also help you analyze cash flow statement from the inflows to outflows which is necessary to determine its liquidity.
*From the figures obtained the last part of preparation is doing the write up for the business plan in word document format including business overview, marketing strategies , swot analysis, market analysis, target market analysis and financial ratios.
Virtual Bookkeeper:
*Proficient in bookkeeping using Xero, MYOB, Quickbooks and Wave Accounting.
Feasibility Study Writer:
*For undergraduate and master's feasibility writing requirement with complete analysis from the sampling technique to financial ratio analysis.
Tagalog Translator
*Translation of articles, documents, website content from english to tagalog
Business Plan
Administrative Support
Loan Approval
Data Analysis
Jadel D.
Cagayan de Oro, Philippines
$15/hr
5.0
33 jobs
I help executives, investors, and decision-makers turn messy, high-stakes information into clear analysis and polished communications.
My background is in economics, financial regulation, and cross-border operations. I've ghostwritten for a Group Chief Risk Officer whose publication landed in Regulation Asia. I've screened 150+ Offering Memorandums daily for a US real estate acquisitions team, cutting initial analysis time by 75%. I've built institutional design frameworks from IMF and central bank sources for an emerging sovereign jurisdiction.
What I do best — and what I actually enjoy:
→ Executive-level research: Corporate registries, central banking, regulatory frameworks, policy analysis, due diligence across jurisdictions (US, AU, SG, MY, PH, PNG)
→ Financial analysis: Rent Roll/T12/OM review, financial modeling, portfolio scenario testing, economic impact studies
→ Strategic communications: Ghostwriting, thought leadership content, LinkedIn campaign strategy, publication launch coordination
→ Report writing & synthesis: Converting complex datasets and regulatory findings into board-ready or publication-ready deliverables
Tools: Python, STATA, SPSS, SmartPLS, Tableau, Advanced Excel, Canva, Claude AI
I work asynchronously from Southeast Asia with a US-overlap window (6 PM–10 PM PHT / 6 AM–10 AM ET). Response time is fast. Output is clean. I don't need hand-holding.
Article Writing
Blog Writing
SEO Writing
Content Writing
Copywriting
Product Page
Landing Page
Search Engine Optimization
Online Market Research
Creative Writing
Error Detection
Jose Karlo Mari T.
Solano, Philippines
$15/hr
5.0
26 jobs
Hello! I am Karlo, 27 years old, from the Philippines, an experienced Finance Writer, and a Top Rated Plus on Upwork.
My best aspects of expertise are writing, getting the job done, and time management. In my 6 years of experience in trading the markets and managing funds while studying engineering and capital markets, I have been able to put all of these into full use.
I have experience of being a writer for a financial website company and I write more about US-based stocks. My articles are also published in Yahoo! Finance.
I already earned my Capital Markets Specialist Certification and my specialty is writing an article regarding the stock market's technical and fundamental analysis. I also do articles related to finance, business, etc. I believe I have the ideal mix of skills, the right attitude, and some experience to be one of the top candidates for this job.
Having worked as a trader and a small-time private fund manager for 5 years for my family and friends, my skills enabled them to enjoy an annual average return of 15-20%. If hired as either a junior financial analyst, financial writer for a website, market researcher, or even a personal virtual assistant, I am certain that I would be able to bring the same level of commitment, satisfaction, and results along with me.
Writing
Portfolio Management
Financial Writing
Capital Markets
Technical Analysis
Proofreading
Editing & Proofreading
Search Engine Optimization
Forex Trading
Carolyn Joy V.
Dumaguete City, Philippines
$25/hr
5.0
81 jobs
My aim is to be one of the more reliable UpWork freelancers, consistently providing excellent quality of work. I come equipped with a Google Cybersecurity Professional Certificate, an educational background in science, experience in business and finance, learnings in IT, and proficiency in the English language honed over the years. I approach every single project with a professional, no-nonsense attitude and the assurance that I can deliver.
In my many years as a freelance writer and content editor, I've built up significant experience in producing blog posts, long-form content and white papers in the areas of: consumer finance, reviews of financial products, cloud computing, virtualization, cybersecurity, and artificial intelligence (AI). I am also highly competent in content/substantive editing and copy editing.
Press Release
Content Management
White Paper Writing
Internet Marketing
Copywriting
Search Engine Optimization
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