Investment Banker job description template

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Investment Banker Job Description Template

Investment bankers are vital to the financial services sector, providing expertise in corporate finance, capital markets, and investment opportunities. These professionals are instrumental in helping businesses, governments, and organizations navigate mergers, restructuring, and raising capital. This article provides a detailed investment banker job description template to help businesses attract qualified candidates, from entry-level analysts to experienced leaders like managing directors or vice presidents.

Whether you're hiring for financial analysis, preparing financial models, or structuring initial public offerings (IPOs), this template will guide you in creating an effective job description. You’ll also learn what qualifications are necessary for candidates to excel in the investment banking industry. By following this guide, you can ensure your posting appeals to professionals with expertise in valuation, private equity, and wealth management.

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Job overview

At our firm, investment bankers are responsible for advising clients on critical financial decisions, including raising capital, managing portfolios, and conducting due diligence.

The role requires building relationships with potential investors, analyzing market conditions, and collaborating with teams to develop strategies for profitability. From preparing pitch books to navigating complex financial markets, this position demands a combination of analytical skills, strong communication, and adaptability in high-stakes environments.

Key responsibilities

Investment bankers are responsible for:

Mergers and acquisitions (M&A). Performing detailed due diligence, creating valuation models, and negotiating deal terms to maximize client outcomes.
Raising capital. Assisting clients in securing funding through IPOs, venture capital, or private equity investments.
Financial analysis. Developing comprehensive forecasts, building detailed financial models, and evaluating portfolios to identify opportunities.
Pitch books and presentations. Preparing polished materials to present strategies to potential investors and decision-makers.
Market research. Monitoring market trends and analyzing financial markets to guide strategic recommendations.

Qualifications and skills

Successful candidates will possess:

Education. A bachelor’s degree in business administration, finance, or a related field. A CFA certification is advantageous.
Work experience. Proven experience in corporate finance, financial analysis, or the investment banking industry. Relevant internships for entry-level roles are valuable.
Technical skills. Proficiency in Excel, financial modeling, and tools for preparing forecasts and valuations.
Soft skills. Strong communication, problem-solving, and decision-making abilities.

About our company

We are a leading player in the investment banking industry, with a focus on wealth management, capital markets, and restructuring. Our collaborative team works tirelessly to exceed client expectations, delivering solutions in line with the ever-evolving financial markets.

What does an investment banker do?

Investment bankers play a central role in the financial ecosystem, offering services that range from advisory to strategic execution. Core responsibilities include:

Facilitating mergers and acquisitions (M&A). Investment bankers help businesses identify strategic partners, evaluate potential deals, and negotiate terms. This endeavor involves deep due diligence, valuation assessments, and structuring contracts to ensure profitability for all stakeholders.
Raising capital for clients. They assist organizations in accessing funds through IPOs, debt issuance, or equity sales. This strategy involves building relationships with potential investors, preparing comprehensive pitch books, and presenting opportunities in line with market trends.
Navigating corporate finance. Investment bankers advise clients on restructuring, asset sales, or strategic pivots based on changes in market conditions.
Conducting financial analysis. This task includes creating and analyzing financial models, preparing forecasts, and evaluating portfolios to provide actionable insights.
Monitoring financial markets. Investment bankers keep a close eye on market conditions, changes in capital markets, and day-to-day fluctuations to provide informed guidance.

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How to write an investment banker job description

Creating a strong investment banker job description is critical for attracting top-tier candidates. Here’s how to tailor your posting to the role:

Start with the title. Use a clear title such as “Investment Banking Analyst” or “Vice President of Investment Banking” to set expectations.
Write an engaging overview. Provide a brief summary of the role, focusing on key activities like financial analysis, raising capital, and client advisory.
Detail responsibilities. List specific tasks such as managing IPOs, facilitating mergers, and preparing pitch books to highlight the scope of work.
Specify qualifications. Include education requirements, such as a bachelor’s degree in business administration or a related field, along with relevant work experience and technical expertise.
Describe the company. Offer a concise overview of your company’s mission, services, and industry focus to appeal to candidates with aligned interests.

FAQs about investment bankers

What is the typical investment banker salary?

Investment bankers often earn high salaries, with a base salary for analysts starting around $106,000 annually in cities like New York. Professionals in the investment banking industry at established firms like Goldman Sachs may earn significantly more, depending on their years of experience.

What skills do investment bankers need?

Key skills include strong communication, advanced analytical skills, and proficiency in tools like Excel. Technical expertise in financial models and experience in financial markets are also essential.

What industries are hiring investment bankers?

Industries such as private equity, venture capital, and wealth management regularly seek investment bankers. These roles are also in demand in sectors focused on restructuring, capital markets, and corporate finance.

Hire investment bankers on Upwork

Upwork connects you with skilled professionals in the investment banking industry. Whether you need support with financial analysis, valuation, or raising capital, Upwork offers access to top talent worldwide. Post your job today to find the right investment banker who meets your needs.

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$45 hourly
Gevorg A.
- 4.9
- (30 jobs)
Yerevan, YEREVAN
Investment Banking
Business Coaching
Pitch Deck
Pitchbook
Fundraising
SaaS
Financial Analysis
Business Valuation
Mergers & Acquisitions
Startup Consulting
Corporate Finance
Financial Model
Valuation
Business Plan
Financial Projection

Overview: As an AI-Augmented Financial Strategist and Virtual CFO, I empower high-growth startups and established businesses to secure funding and achieve superior financial clarity. I specialize in dynamic, investor-ready valuations, crafting compelling pitch decks, and building automated financial models. With a track record of helping clients secure funding and achieving 20%+ profitability increases, I translate your vision into an actionable, data-driven financial reality. Services Offered: Financial Modeling & Analysis: • AI-Validated Business Valuations (DCF, Market Comps, SaaS Multiples) for Fundraising & M&A. • Dynamic Financial Forecasting & Scenario-Based Budgeting. • Interactive KPI Dashboards & Data Visualization (e.g., Power BI). • Profitability Optimization & Revenue Growth Strategies (Unit Economics Focus). • Multifamily Acquisition Modeling & Real Estate Pro Formas Business Planning & Fundraising: • Investor-Ready Business Plans & Visually Compelling Pitch Decks. • Market Research, Competitive Analysis, & Data-Backed Go-To-Market (GTM) Strategy. • Investment Readiness & Due Diligence Preparation Fractional CFO Services: • Virtual CFO Leadership & Financial Strategy (Driving 3-5 Year Plans). • Automated Management Reporting (Monthly/Quarterly Board Packs). • Advanced Cash Flow Management & Risk Mitigation. Experience: • Collaborated closely with founders and financial teams to conduct valuations and provide detailed valuation reports. • Created robust business plans and pitch decks that secured funding for various startups. • Extensive experience in market research, macroeconomic, and industry analysis to provide a holistic understanding of the business environment. • Developed 75+ dynamic, 5-year financial models (3-statement, LBO, M&A) across SaaS, E-commerce, and Real Estate. • Integrated AI/ML tools to enhance forecasting accuracy and accelerate financial analysis by 30%. • Assisted businesses in optimizing pricing strategies to improve overall profitability. • Extensive experience in management accounting, financial reports preparation, and strategic financial planning. Why choose me? • Proven ability to deliver valuation and business planning services that drive results. • Tailored approach to meet the unique needs and goals of your startup. • Dedicated to providing actionable insights and strategies to propel your business forward. • Ability to translate complex financial data into clear, understandable insights for decision-making. • Customized approach tailored to meet your business's unique financial needs. • AI-Augmented Solutions: Leverage advanced tools for faster, more accurate analysis, delivering predictive insights, not just historical reports. Ready to take your business to the next level? Let's discuss how my financial expertise can help you achieve your goals. Contact me today for a free consultation.
$60 hourly
Manjit S.
- 4.9
- (68 jobs)
Gurugram, HARYANA
Investment Banking
Investment Research
ETL
Microsoft PowerPoint
Python
Microsoft Excel

Hello!! I am an experienced finance professional with 10+ years with investment banks and private equity firms. I have good knowledge of almost all the sectors, however, I have worked primarily on Real Estate, Healthcare, Technology, Banking and Energy sectors. I have prepared numerous comprehensive Pitch decks and financial models. My keys areas of expertise are: ✓ Financial Modelling (LBO, DCF, Trading Comps, etc) ✓ Pitch Deck (Startups Investor Deck, Industry Studies, Dashboards, etc) ✓ Detailed Business Plan ✓ MS Office automation using VBA ✓ Web Scrapping About my educational qualifications: ✓ I am Bachelors in Engineering & MBA (Finance) from premier colleges of India. ✓ I am CFA (USA) charterholder and FRM Certified from GARP (USA). Other Qualities: ✓ I am passionate about startups achieving their vision, therefore, can help startups raise capital with above mentioned products. ✓ I have advanced VBA, Excel and PowerPoint skills. I can automate anything in MS office, and have built vast number of tools using VBA. ✓ Also, I am passionate about finance, and takes pride in my work. ✓ I look for building long term relationship :) Please feel free to message me, to discuss any project -- I am available 24/7. Looking forward to collaborate with you.
$100 hourly
Hayden B.
- 4.8
- (39 jobs)
Denver, CO
Investment Banking
Web Development
Microsoft PowerPoint
Mergers & Acquisitions
Management Consulting
Financial Statement
Financial Modeling
Microsoft Word
Microsoft Excel

I am currently the Co-Founder and Managing Partner of Maia Growth Capital a private investment and consulting firm. I have worked as CFO of a small home health care agency (which Maia was invested in), as an investment banking analyst, and a business valuation analyst. I am also currently consulting for several home health care agencies, financial services firms, and start-ups. I am looking to find additional freelance financial consulting to help build my firm. I graduated from the University of Denver in 2016 with a BSBA in Finance and a minor in Computer Science.

$45 hourly
Gevorg A.
- 4.9
- (30 jobs)
Yerevan, YEREVAN
Investment Banking
Business Coaching
Pitch Deck
Pitchbook
Fundraising
SaaS
Financial Analysis
Business Valuation
Mergers & Acquisitions
Startup Consulting
Corporate Finance
Financial Model
Valuation
Business Plan
Financial Projection

Overview: As an AI-Augmented Financial Strategist and Virtual CFO, I empower high-growth startups and established businesses to secure funding and achieve superior financial clarity. I specialize in dynamic, investor-ready valuations, crafting compelling pitch decks, and building automated financial models. With a track record of helping clients secure funding and achieving 20%+ profitability increases, I translate your vision into an actionable, data-driven financial reality. Services Offered: Financial Modeling & Analysis: • AI-Validated Business Valuations (DCF, Market Comps, SaaS Multiples) for Fundraising & M&A. • Dynamic Financial Forecasting & Scenario-Based Budgeting. • Interactive KPI Dashboards & Data Visualization (e.g., Power BI). • Profitability Optimization & Revenue Growth Strategies (Unit Economics Focus). • Multifamily Acquisition Modeling & Real Estate Pro Formas Business Planning & Fundraising: • Investor-Ready Business Plans & Visually Compelling Pitch Decks. • Market Research, Competitive Analysis, & Data-Backed Go-To-Market (GTM) Strategy. • Investment Readiness & Due Diligence Preparation Fractional CFO Services: • Virtual CFO Leadership & Financial Strategy (Driving 3-5 Year Plans). • Automated Management Reporting (Monthly/Quarterly Board Packs). • Advanced Cash Flow Management & Risk Mitigation. Experience: • Collaborated closely with founders and financial teams to conduct valuations and provide detailed valuation reports. • Created robust business plans and pitch decks that secured funding for various startups. • Extensive experience in market research, macroeconomic, and industry analysis to provide a holistic understanding of the business environment. • Developed 75+ dynamic, 5-year financial models (3-statement, LBO, M&A) across SaaS, E-commerce, and Real Estate. • Integrated AI/ML tools to enhance forecasting accuracy and accelerate financial analysis by 30%. • Assisted businesses in optimizing pricing strategies to improve overall profitability. • Extensive experience in management accounting, financial reports preparation, and strategic financial planning. Why choose me? • Proven ability to deliver valuation and business planning services that drive results. • Tailored approach to meet the unique needs and goals of your startup. • Dedicated to providing actionable insights and strategies to propel your business forward. • Ability to translate complex financial data into clear, understandable insights for decision-making. • Customized approach tailored to meet your business's unique financial needs. • AI-Augmented Solutions: Leverage advanced tools for faster, more accurate analysis, delivering predictive insights, not just historical reports. Ready to take your business to the next level? Let's discuss how my financial expertise can help you achieve your goals. Contact me today for a free consultation.
$60 hourly
Manjit S.
- 4.9
- (68 jobs)
Gurugram, HARYANA
Investment Banking
Investment Research
ETL
Microsoft PowerPoint
Python
Microsoft Excel

Hello!! I am an experienced finance professional with 10+ years with investment banks and private equity firms. I have good knowledge of almost all the sectors, however, I have worked primarily on Real Estate, Healthcare, Technology, Banking and Energy sectors. I have prepared numerous comprehensive Pitch decks and financial models. My keys areas of expertise are: ✓ Financial Modelling (LBO, DCF, Trading Comps, etc) ✓ Pitch Deck (Startups Investor Deck, Industry Studies, Dashboards, etc) ✓ Detailed Business Plan ✓ MS Office automation using VBA ✓ Web Scrapping About my educational qualifications: ✓ I am Bachelors in Engineering & MBA (Finance) from premier colleges of India. ✓ I am CFA (USA) charterholder and FRM Certified from GARP (USA). Other Qualities: ✓ I am passionate about startups achieving their vision, therefore, can help startups raise capital with above mentioned products. ✓ I have advanced VBA, Excel and PowerPoint skills. I can automate anything in MS office, and have built vast number of tools using VBA. ✓ Also, I am passionate about finance, and takes pride in my work. ✓ I look for building long term relationship :) Please feel free to message me, to discuss any project -- I am available 24/7. Looking forward to collaborate with you.
$100 hourly
Hayden B.
- 4.8
- (39 jobs)
Denver, CO
Investment Banking
Web Development
Microsoft PowerPoint
Mergers & Acquisitions
Management Consulting
Financial Statement
Financial Modeling
Microsoft Word
Microsoft Excel

I am currently the Co-Founder and Managing Partner of Maia Growth Capital a private investment and consulting firm. I have worked as CFO of a small home health care agency (which Maia was invested in), as an investment banking analyst, and a business valuation analyst. I am also currently consulting for several home health care agencies, financial services firms, and start-ups. I am looking to find additional freelance financial consulting to help build my firm. I graduated from the University of Denver in 2016 with a BSBA in Finance and a minor in Computer Science.
$45 hourly
Julie B.
- 4.7
- (2 jobs)
Paris, ÎLE-DE-FRANCE
Investment Banking
Finance & Accounting
Teaching
Education
Business
UX & UI
Web Design
Squarespace
Design Thinking

Hi there, I’m Julie Bucher, founder of Humanspace.me and a passionate Squarespace designer with a strong background in entrepreneurship, design, finance, and teaching. I’ve helped businesses refine their online presence by designing clean, visually stunning websites that elevate their brands and enhance user experience. With a double major in Economics and Finance, a Master’s in Financial Math, and a former associate role at Goldman Sachs, I bring a strategic mindset to every project I undertake. But my true passion lies in blending aesthetics with functionality—building websites that not only look good but also perform well, whether it's enhancing your brand story, driving e-commerce sales, or optimizing user engagement. I’ve designed websites for companies like Humanspace, Anthelion, and Alphite, where I focused on creating intuitive layouts, optimizing for speed and SEO, and ensuring a seamless user journey from start to finish. My approach to design is all about delivering clean, impactful websites that reflect your brand’s authenticity and make it easy for your audience to connect with your offerings. If you’re looking for a website that combines beauty, functionality, and purpose, I’d love to collaborate with you to create something that resonates with your audience and aligns with your business goals. Let’s connect! I’d love to discuss how I can bring your vision to life.
$75 hourly
William M.
- 5.0
- (32 jobs)
Pisgah Forest, NC
Investment Banking
Project Management Professional
Asset Management
Hospitality
Private Equity
Portfolio Performance Modeling
Valuation
Financial Analysis
Microsoft Excel
Presentations
Financial Modeling

Professional with over 20 years of financial services experience with excellent communication skills proficiencies specifically within investment management, commercial banking, advisory, development, restructuring, asset management, and distressed opportunities with an emphasis on the alternative real estate asset class sector. Expertise in real estate equity fundraising, valuation, underwriting, market analysis, fundraising, building complex financial models, negotiating terms of lease and management contracts, loan agreements, purchase & sale agreements, debt restructuring and portfolio management.
$150 hourly
Anthony V.
- 5.0
- (83 jobs)
Pittsburgh, PA
Investment Banking
Succession Plan
Business Valuation
Company Valuation
Pitchbook
Executive Coaching
Small Business Administration
Capital Markets
Due Diligence
Corporate Finance
Management Consulting
Strategy
Business Plan
Mergers & Acquisitions

I am an advisor, facilitator and coach. I help business owners get what they want from their business. I have worked for business owners all my life. My father and all four of my grandparents were entrepreneurs. Over the past 25 years, I have worked with hundreds of entrepreneurs, owners and their leadership teams to achieve some of their most important objectives and solve some of their biggest problems. I started my career as a credit analyst at a large national bank. After graduating from business school, I became an advisor and investment banker with a focus on helping growing family-owned and privately held companies acquire other businesses and raise capital. I became an EOS implementer when I realized many of my best clients were running on EOS. I started my advisory practice in 2018. In addition to teaching EOS to leadership teams, I teach the Value Acceleration Methodology to owners – a process modernized by the Exit Planning Institute. I am a problem solver and connector. Please let me know if there is ever anything that I can do for you. Professional EOS Implementer, EOS Worldwide Certified Exit Planning Advisor, Exit Planning Institute FINRA Securities Licenses The Series 7 exam — General Securities Representative The Series 63 exam — Uniform Securities State Law The Series 79 exam — Investment Banking Representative Education: Tepper School of Business at Carnegie Mellon University (May 2004) - MBA in Finance Allegheny College (May 2000) - BA in Economics Eagle Scout, Boy Scouts of America
$895 hourly
Anthony G.
- 5.0
- (2 jobs)
New York, NY
Investment Banking
Business Plan Writing
Pitchbook
Pitch Deck
Marketing
Startup Pitchbook
Investment Research
Business Plan
Business Consulting
Artificial Intelligence
Startup Consulting
Strategy
Fundraising
Venture Capital Consulting
Startup Company

JD + MBA + Finance/VC Connections + Venture-Backed Startup Founder Strategic growth advisor and operator with deep experience helping startups secure financing, scale operations, and systematize growth. I work with founders and executives to raise capital, build investor-ready business plans and pitch decks, optimize sales and operations, and design the organizational and financial structures needed for scale and exit. • 15+ years spanning SaaS startups, wealth management, and investment advisory • Founder/Operator in multiple venture-funded startups • Managing Director | FORBES FAMILY TRUST, New York, NY, Vice President | MORGAN STANLEY, New York, NY I am an expert at creating compelling business plans, white papers, term sheets, pitch decks, financial models, family office & VC introductions. Sales & Growth Leadership: 10 years leading GTM, VP Sales/Marketing, CRO-level consulting; scaling SaaS & services businesses from early stage to exit. Operational Excellence: Systematizing service businesses (SOPs, KPIs, dashboards, org charts, succession planning), including high-ticket coaching and enterprise Strengths Guiding companies from early-stage chaos to investor-ready structure and operational clarity. Designing scalable org models and repeatable processes without stifling revenue growth. Blending legal, financial, and sales expertise to create credible growth strategies. Connecting founders with the right capital partners and strategic investors. In short, when you hire someone like me, you should expect your startup or business to have a clear vision for your future success. I am: • A strategic consultant and advisor for startups and scale-ups. • A fractional CEO / CRO and business strategist who can bring structure (SOPs, KPIs, org design) to service or SaaS companies. • A fundraising and investor connector with family office and VC relationships. • A builder of go-to-market systems: pitch decks, business plans, term sheets, investment memos. • An AI and automation strategist, advising on integrating AI into workflows and scaling operations.
$100 hourly
Alexander C.
- 4.9
- (5 jobs)
Lafayette, CO
Investment Banking
Data Entry
Data Analysis
Data Visualization
Financial Modeling
Spreadsheet Software
Microsoft Excel
Finance & Accounting
Financial Analysis

I enjoy helping people with excel-based work that makes life easier, facilitates well-informed decision making, or simply makes things look cleaner and more presentable. I recently worked as an Investment Banking Analyst at J.P. Morgan which consisted of 80-100hrs of work per week revolving around collecting/analyzing/modeling financial data in excel and building presentations to advise large public companies on M&A transactions and capital raising. I chose to leave for an exciting new opportunity, and since I'm no longer working 80+ hours per week, I have time and energy to work on the side. I have a diverse occupational background so I'm happy to help with any excel-based work you may need even if it isn't finance-related. I've used excel extensively across logistics, operations, recruiting, and HR as well. My "softer" experience includes having led teams ranging in size from 9 - 75 employees across HR, Recruiting, Operations, and Logistics in both the conventional Army and Army Special Operations. I have encountered and solved an extensively wide range of problems across multiple business functions in a wide variety of environments, so I'm happy to help you with any management consulting / problem-solving work as well.
$50 hourly
Lachezar P.
- 5.0
- (8 jobs)
Oldbury, ENGLAND
Investment Banking
Employment Law
Contract Management
Contract Negotiation
Business Writing
Legal
Contract
Contract Law
Legal Assistance
Corporate Style
Video Commercial
Document Review
Contract Drafting
Legal Writing
Document Analysis

Legal Advisor with 7+ years’ experience across the SaaS, On-Prem and Resale industries offering support with contracts, corporate, leases, employment, legal ops & legal AI projects. Commercially adept negotiator of MSAs, EULAs, NDAs, DPAs and anything in between with vendors, customers, resellers and partners. Guides business leaders through uncertainty and advises with clarity. Keen to establish successful and enjoyable partnerships with empathic and easy-going individuals!
$120 hourly
Eric W.
- 5.0
- (28 jobs)
Little Elm, TX
Investment Banking
Pitchbook
Investor Overview
Business Analysis
Financial Accounting
Management Consulting
Financial Writing
Business Consulting
Managerial Finance
Corporate Finance
Project Finance
Python

Former CFO, excel master. Passionate about finance, scenario planning and valuation. Founder mindset.
$40 hourly
Gianluca L.
- 5.0
- (21 jobs)
Brescia, PROVINCE OF BRESCIA
Investment Banking
Search Engine Optimization
SEO Writing
English
Article Writing
French
Proofreading
Translation
Content Writing
Database Management
Machine Learning
Python
Automation

My name is Gianluca Longinotti, Senior Project Manager and Data Scientist with two Master Degrees in Economics/Finance and a long time experience in Python coding. I have always worked in the financial sectors, both directly for banks and for one of the Big Four companies in the advisory industry.
$35 hourly
Abdullah I.
- 5.0
- (7 jobs)
Islamabad, IS
Investment Banking
Management Consulting
Loan Processing
Equity Research & Analysis
Private Equity
Mergers & Acquisitions
Venture Capital
Risk Analysis
Financial Projection
Business Modeling
Company Valuation
Financial Modeling
Venture Capital Consulting
Go-to-Market Strategy
Financial Analysis & Valuation

As Managing Partner at Analog Consulting, I lead a team of vertical specialists across Finance, Marketing, and Operations. On the finance side, we make companies investor-ready - building dynamic financial models, cleaning cap tables, and structuring legal and compliance frameworks. This approach has supported multimillion-dollar raises, including a $5M cross-border round for Ranlytics, a £250k raise for Atenai London, and an ongoing $1M raise for a global healthcare brand. On the business development side, we design GTM systems that scale without extra headcount. By leveraging AI-driven data tools and no-code automation platforms like Clay, Make.com, and n8n, we enrich prospect data, automate personalized outreach, and integrate custom CRMs. The result: predictable pipelines, leaner sales teams, and significantly lower acquisition costs. In short, Analog Consulting delivers both the financial foundations and automated growth engines companies need to scale with confidence!
$50 hourly
Erica C.
- 5.0
- (4 jobs)
Toronto, ON
Investment Banking
Company Research
Microsoft Excel
Financial Report
Regulatory Compliance
Accuracy Verification
Anti-Money Laundering
Academic Research
Data Entry
English
Finance & Accounting

Experienced KYC AML Professional and was trained in the biggest banks of the financial industry. Prior to freelancing, I used to work for Citibank Philippines as a KYC AML Analyst. My roles include conducting, searching, and reviewing documentation on the existing clients of Citibank Asia Pacific region. I used to perform anti-money laundering measures through reviewing of transaction records and made use of analytical risk assessments. Coordinates with the Investment Banking and Compliance department on how to evaluate clients according to established policies and procedures. I am highly driven in my job and a high adaptability in environment as I have lived in different countries (Saudi Arabia, Philippines, Canada). I can work under pressure but can still deliver high quality work. Previous affiliations: Integreon Managed Solutions (2016-2018), Mynt (Globe Fintech Innovations Inc.) (2018-2019).
$70 hourly
Dwight C.
- 4.5
- (45 jobs)
New York, NY
Investment Banking
Content Strategy
Data Analysis
Public Relations
Economic Analysis
Cryptocurrency
Derivatives Trading
Risk Management
Quantitative Analysis
Capital Markets
Asset Management
SEO Writing
Business Writing
Financial Writing
Finance & Accounting

With over 35 years of experience, I specialize in writing and editing sophisticated financial, economic, and business articles for leading companies, magazines, newspapers, and websites across New York, Malibu, London, and Hong Kong. My career includes roles such as editor of Risk magazine, editor-in-chief of Worth magazine, and financial columnist for The Wall Street Journal and The New York Times, among other prestigious publications. I bring extensive expertise in: - Financial analysis and reporting - Editorial management and content development - Investigative reporting and market trends I am a specialist in risk management, derivatives, capital markets, regulation, market data, financial technology, wealth management and philanthropy.
$35 hourly
Mandela K.
- 5.0
- (10 jobs)
Nairobi, KIRINYAGA ROAD
Investment Banking
Project Finance
Corporate Finance
Asset Management
Investment Research
Commercial Lending
Capital Markets
Acquisitions
Investment Portfolio Review
Private Equity
Mergers & Acquisitions
Pitch Deck
Equity Research & Analysis
Financial Analysis & Valuation
Cash Flow Analysis

🔴 I've help clients, PE firms, and corporations make data-driven decisions through Wall Street-grade financial models (𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐄𝐪𝐮𝐢𝐭𝐲 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧, 𝐃𝐂𝐅, 𝐌&𝐀), pitch decks, and FP&A frameworks. - My expertise spans from Investment Banking to Private Equity, I've executed complex M&A transactions and capital raises for clients. ✅ 𝐌𝐲 𝐂𝐨𝐫𝐞 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬: 📈 𝐀𝐝𝐯𝐚𝐧𝐜𝐞𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 ► 𝐋𝐁𝐎/𝐌&𝐀 𝐌𝐨𝐝𝐞𝐥𝐬: Full-cycle acquisition analysis with debt covenants, sensitivity tables, and investor waterfalls (see my portfolio). ► 𝐃𝐂𝐅 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧: WACC calculation, unlevered FCF projections, and scenario testing. ► 𝐅𝐏&𝐀 𝐌𝐨𝐝𝐞𝐥𝐬: Revenue forecasting, margin analysis, and 3-statement integration. 📊 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 ► 𝐁𝐮𝐲/𝐒𝐞𝐥𝐥-𝐒𝐢𝐝𝐞 𝐏𝐢𝐭𝐜𝐡 𝐃𝐞𝐜𝐤𝐬: CIMs, teasers, and management presentations. ► 𝐁𝐨𝐚𝐫𝐝-𝐑𝐞𝐚𝐝𝐲 𝐑𝐞𝐩𝐨𝐫𝐭𝐬: Sensitivity analysis, comps benchmarking. 🚀 𝐌𝐲 𝐑𝐞𝐜𝐞𝐧𝐭 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐬 & 𝐃𝐞𝐚𝐥𝐬: 1️⃣ $𝟓.𝟑𝐁 𝐏𝐚𝐧-𝐀𝐟𝐫𝐢𝐜𝐚𝐧 𝐆𝐚𝐬 & 𝐄𝐥𝐞𝐜𝐭𝐫𝐢𝐜 𝐑𝐞𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐧𝐠 & 𝐄𝐮𝐫𝐨𝐛𝐨𝐧𝐝 𝐀𝐜𝐪𝐮𝐢𝐬𝐢𝐭𝐢𝐨𝐧 (𝟐𝟎𝟐𝟒) 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐀𝐭𝐭𝐚𝐜𝐡𝐞𝐝 𝐁𝐞𝐥𝐨𝐰👇👇 - I Structured a complex 18-year revolving credit facility to refinance 𝐔𝐒𝐃 𝟐,𝟏𝟒𝟕.𝟏𝟐 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 𝐞𝐱𝐢𝐬𝐭𝐢𝐧𝐠 𝐝𝐞𝐛𝐭 and acquire 𝐔𝐒𝐃 𝟐,𝟏𝟗𝟎.𝟎𝟏𝐌𝐢𝐥𝐥𝐢𝐨𝐧 existing Debt and Acquire $𝟑.𝟐𝐁 in 𝐊𝐞𝐧𝐲𝐚𝐧 𝐄𝐮𝐫𝐨𝐛𝐨𝐧𝐝𝐬 achieving: ► 𝟐𝟏.𝟔𝐱 𝐥𝐞𝐯𝐞𝐫𝐚𝐠𝐞 𝐫𝐞𝐝𝐮𝐜𝐭𝐢𝐨𝐧 through collateral optimization (pledged Safaricom/KCB equity, receivables, and Government of Kenya guarantees). ► 𝐂𝐮𝐫𝐫𝐞𝐧𝐜𝐲 𝐫𝐢𝐬𝐤 𝐦𝐢𝐭𝐢𝐠𝐚𝐭𝐢𝐨𝐧 via KES appreciation post-Eurobond settlement (𝐬𝐚𝐯𝐢𝐧𝐠 $𝟓𝟖𝐌 𝐢𝐧 𝐔𝐒𝐃 𝐝𝐞𝐛𝐭 𝐬𝐞𝐫𝐯𝐢𝐜𝐢𝐧𝐠 𝐜𝐨𝐬𝐭𝐬). ► 𝐂𝐨𝐯𝐞𝐧𝐚𝐧𝐭 𝐩𝐚𝐜𝐤𝐚𝐠𝐞 with 3.0x interest coverage ratio and 5.8x leverage cap. 𝑹𝒐𝒍𝒆: 𝑳𝒆𝒅 𝒇𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝒎𝒐𝒅𝒆𝒍𝒊𝒏𝒈, 𝒄𝒐𝒗𝒆𝒏𝒂𝒏𝒕 𝒔𝒕𝒓𝒆𝒔𝒔-𝒕𝒆𝒔𝒕𝒊𝒏𝒈, 𝒂𝒏𝒅 𝒍𝒆𝒏𝒅𝒆𝒓 𝒏𝒆𝒈𝒐𝒕𝒊𝒂𝒕𝒊𝒐𝒏𝒔. 2️⃣ $𝟏𝟏𝐁 𝐀𝐬𝐚𝐡𝐢 𝐆𝐫𝐨𝐮𝐩 𝐀𝐜𝐪𝐮𝐢𝐬𝐢𝐭𝐢𝐨𝐧 𝐨𝐟 𝐀𝐁 𝐈𝐧𝐁𝐞𝐯’𝐬 𝐀𝐮𝐬𝐭𝐫𝐚𝐥𝐢𝐚𝐧 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 (𝐂𝐔𝐁) – 𝐌&𝐀 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 (𝟐𝟎𝟏𝟗) 𝐃𝐞𝐚𝐥 𝐁𝐨𝐨𝐤 𝐀𝐭𝐭𝐚𝐜𝐡𝐞𝐝 👇👇 - I Led J.P. Morgan’s advisory team structuring Asahi’s landmark $𝟏𝟏,𝟎𝟎𝟎𝐌𝐦 𝐚𝐜𝐪𝐮𝐢𝐬𝐢𝐭𝐢𝐨𝐧 of CUB (𝐄𝐕/𝐄𝐁𝐈𝐓𝐃𝐀 𝟏𝟒.𝟓𝐱), delivering: ► 𝐀𝐏𝐀𝐂 𝐦𝐚𝐫𝐤𝐞𝐭 𝐝𝐨𝐦𝐢𝐧𝐚𝐧𝐜𝐞: Combined portfolio with Victoria Bitter/Carlton Draught + Asahi Super Dry/Peroni created #1 regional brewer ► 𝐀$𝟏𝟓𝟎𝐌 𝐜𝐨𝐬𝐭 𝐬𝐲𝐧𝐞𝐫𝐠𝐢𝐞𝐬 through brewery optimization + shared distribution (𝟐𝟓% 𝐦𝐚𝐫𝐠𝐢𝐧 𝐮𝐩𝐥𝐢𝐟𝐭 𝐯𝐬. 𝐀𝐬𝐚𝐡𝐢’𝐬 𝟏𝟔.𝟖% 𝐠𝐫𝐨𝐮𝐩 𝐚𝐯𝐞𝐫𝐚𝐠𝐞) ► 𝟐𝟎% 𝐄𝐏𝐒 𝐚𝐜𝐜𝐫𝐞𝐭𝐢𝐨𝐧 𝐛𝐲 𝟐𝟎𝟐𝟐 via premium beer growth in stable Australian market (-𝟏% 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 𝐝𝐞𝐜𝐥𝐢𝐧𝐞 𝐯𝐬. 𝐉𝐚𝐩𝐚𝐧’𝐬 -𝟑.𝟓%) 𝑹𝒐𝒍𝒆: 𝑳𝒆𝒅 𝒗𝒂𝒍𝒖𝒂𝒕𝒊𝒐𝒏 (𝑫𝑪𝑭/𝒄𝒐𝒎𝒑𝒔), 𝒔𝒕𝒓𝒂𝒕𝒆𝒈𝒊𝒄 𝒔𝒚𝒏𝒆𝒓𝒈𝒚 𝒒𝒖𝒂𝒏𝒕𝒊𝒇𝒊𝒄𝒂𝒕𝒊𝒐𝒏, 𝒂𝒏𝒅 𝒃𝒊𝒅 𝒔𝒕𝒓𝒂𝒕𝒆𝒈𝒚 𝒗𝒔. 𝑲𝑲𝑹/𝑩𝒂𝒊𝒏 𝒄𝒐𝒎𝒑𝒆𝒕𝒊𝒕𝒊𝒐𝒏 🛠️ 𝐌𝐲 𝐓𝐨𝐨𝐥 𝐒𝐭𝐚𝐜𝐤: ✅ 𝐄𝐱𝐜𝐞𝐥 (𝐕𝐁𝐀, 𝐏𝐨𝐰𝐰𝐞𝐫 𝐐𝐮𝐞𝐫𝐲) ✅ 𝐏𝐨𝐰𝐞𝐫𝐏𝐨𝐢𝐧𝐭 ✅ 𝐆𝐨𝐨𝐠𝐥𝐞 𝐒𝐡𝐞𝐞𝐭𝐬 🌟 𝐖𝐡𝐲 𝐒𝐡𝐨𝐮𝐥𝐝 𝐖𝐞 𝐖𝐨𝐫𝐤 𝐓𝐨𝐠𝐞𝐭𝐡𝐞𝐫? ✔ 𝐉𝐏 𝐌𝐨𝐫𝐠𝐚𝐧 𝐓𝐫𝐚𝐢𝐧𝐞𝐝: Institutional rigor in every deliverable. ✔ 𝟏𝟎𝟎% 𝐉𝐨𝐛 𝐒𝐮𝐜𝐜𝐞𝐬𝐬: 5-star client feedback on complex modeling jobs. ✔ 𝐍𝐢𝐜𝐡𝐞 𝐌𝐚𝐬𝐭𝐞𝐫𝐲: Deep expertise in energy, real estate, and cross-border M&A. 📩 𝐂𝐥𝐢𝐜𝐤 𝐭𝐡𝐞 𝐠𝐫𝐞𝐞𝐧 🟢𝐈𝐧𝐯𝐢𝐭𝐞 𝐭𝐨 𝐉𝐨𝐛’ 𝐛𝐮𝐭𝐭𝐨𝐧 and write me📝a personalized message for us go get started with your 👉Corporate finance, M&A advisory, LBO modeling or remodeling, acquisition analysis, or investor materials project. 💡𝐅𝐞𝐞𝐥 𝐟𝐫𝐞𝐞 𝐭𝐨 𝐯𝐢𝐞𝐰 𝐦𝐲 𝐂𝐥𝐢𝐞𝐧𝐭 𝐓𝐞𝐬𝐭𝐢𝐦𝐨𝐧𝐢𝐚𝐥𝐬 𝐃𝐨𝐰𝐧 𝐁𝐞𝐥𝐨𝐰👇👇 I'm looking forward to working with you! Regards, 𝐌𝐚𝐧𝐝𝐞𝐥𝐚 𝐊.
$56 hourly
Justin W.
- 5.0
- (4 jobs)
Destin, FL
Investment Banking
Valuation
Business
Financial Analysis & Valuation
Financial Modeling
Mergers & Acquisitions
Financial Statement
Corporate Finance
Risk Analysis
Capital Markets
Microsoft Excel
Ecommerce
Investment Strategy
Economics
Private Equity

The modern financial system is deeply interconnected—yet many struggle to integrate insights from short-term liquidity markets (Money Market) and long-term investment markets (Capital Market). I specialize in data science, automation, and programming technologies to bridge this gap, helping companies and individuals make informed, data-driven decisions. How I Connect Money & Capital Markets through Technology: - Financial Data Engineering – Using Python & SQL to collect, clean, and analyze structured & unstructured financial data. - Dynamic Market Analytics – Automating the tracking of interest rates, repos, bonds, derivatives, and equity markets. - Automated Financial Modeling – Developing smart Excel-Python integrations for real-time market insights. - AI-Driven Market Analysis – Applying machine learning to forecast trends and detect arbitrage opportunities. - Liquidity & Risk Management Tools – Designing custom dashboards that assess short-term funding conditions alongside long-term investment flows. What I Offer: - Automated reports & dashboards that dynamically integrate money and capital market data. - Algorithmic insights on liquidity conditions, bond yield movements, and equity market impacts. - Custom Python & SQL solutions to streamline market risk assessment and forecasting. - AI-powered financial modeling to enhance portfolio strategies and macroeconomic analysis. By leveraging technology to unify financial markets, I help businesses and investors navigate liquidity risks, optimize capital allocation, and uncover new opportunities. Let’s connect and transform your financial decision-making with technology!
$125 hourly
Kuber B.
- 5.0
- (53 jobs)
Sharjah, SH
Investment Banking
Business Development
Investment Research
Private Equity
Mergers & Acquisitions
Financial Management
Corporate Finance
Financial Modeling
Financial Analysis
Company Valuation

Book a meeting: calendly.com/kuberbindra/30min An experienced Investment Banking & VC professional, A qualified Chartered Accountant, CFA L1 and a graduate in Commerce. Have worked with various investment banks, consulting firms, private equity firms, venture capital firms, hedge funds and startup companies globally An investment banker with previous experience at Bank of America, Man Group (Hedge Fund), Pegase Capital and Blacksoil Capital in Europe, US and India. Demonstrated history in providing strategic and corporate finance services to the clients globally. Key skills and services include: Specialized in M&A, Venture Capital, Private Equity and Project Finance deals with top rated skills in Financial modeling, Pitch decks, Business Plans and Financial / data analysis, . A quick snapshot of services provided: - Pitch Deck / Investor Deck / Presentations - Startup consulting, pro-forma projections and materials - Forecasting and TWCF cashflow analysis - DCF/Valuation Models - Business plans and market research - Financial models for real estate projects - Financial models at a fund level and also at portfolio level - Financial models for Leveraged Buyouts and mergers - Review/auditing of financial models - Remote CFO I take pride in my work and I am only satisfied if you are as well. I build long term collaboration with my clients and help them in their necessary requirements.
$50 hourly
Muhammad Ahmer K.
- 5.0
- (11 jobs)
Karachi, SINDH
Investment Banking
Financial Planning
Financial Modeling
Business Analysis
Financial Analysis
Management Accounting
Bookkeeping
Anti-Money Laundering
Compliance
Microsoft Power BI
Microsoft Excel
Data Analysis

Experienced professional having over 10 years of industry experience. Strong communication skills Strong Analytical skills Proficient in financial modeling & Analysis, Accounting, and Data Analysis
$85 hourly
Victoria K.
- 5.0
- (5 jobs)
Frankfurt am Main, HESSE
Investment Banking
Budget Management
Credit Scoring
Business Valuation
Investment Strategy
Equity Research
Financial Modeling
Business Analysis
Company Valuation
Financial Analysis

Finance with Impact – Structure, Clarity & Growth For me, finance is more than numbers – it is the translation of strategy into action. Every number tells a story, and my goal is to present these stories in a way that enables clear decision-making, sustainable growth, and lasting results. I help companies think strategically about their finance functions and execute them operationally – from fundraising (debt & equity) and cash flow and liquidity management to forecasting, reporting, and process automation. For me, it’s not just about structure, but above all about transparency and actionable insights: finance should facilitate leadership, not slow it down. With experience in SaaS, e-commerce, and international scale-ups, I combine strategic thinking with operational execution. I understand how important it is to simplify complex matters – for founders, investors, and teams alike. Whether it’s making a company investment-ready, securing liquidity, or scaling structures, I work hands-on, pragmatically, proactively, and solution-oriented. Being solution-oriented, for me, means not only solving problems but also creating the conditions in which teams and strategies can thrive. I work closely with my clients, listen, understand individual goals, and develop finance structures that fit perfectly – flexible, efficient, and growth-ready. My goal: clarity in the numbers, confidence in decision-making, and a finance structure that grows with the business – not against it.
$40 hourly
Jonathan H.
- 5.0
- (2 jobs)
Caracas, A
Investment Banking
Financial Analysis
Financial Modeling
Equity Research
Company Valuation
Startup Company
Real Estate Financial Modeling
Financial Accounting
Financial Audit

I'm a Certified Public Accountant, a CFA® Level II Candidate and also a Financial Modeling & Valuation Analyst Charter holder (FMVA®) with over 7+ years of experience in Financial Modeling, Business Valuation, Investment Research, Financial Reporting, and Financial accounting. I’m well versed in MS Excel, PowerPoint, PowerBI and DAX. Ex-Big4 Audit Senior Associate (Ernst & Young). Recipient of the EY Exceptional Award 2019. During my career I have delivered hundreds of successful projects to corporate clients on topics related to accounting, corporate finance, financial analysis, and financial modeling in a variety of industries including technology, consumer retail, media & entertainment and financial. My skills include: • Financial Models – My deliverables include a dynamic proforma financial statement (up to 10yr forecast), Capex, Debt, Depreciation and Working capital analyses, scenario analysis, visual charts & graphs and an automated financial dashboard. (All types of companies including: Startups, SaaS, Real Estate, Product and Services). • Financial Planning & Analysis – My deliverables include financial reports with KPI analysis and visual graphics that provides critical information about the profitability, efficiency, liquidity and stability of your company and make recommendations to maximize ROI, save time and standardize your processes. • Business Valuation – Performing valuations on private and publicly traded companies by developing important inputs like cost of capital, assumptions, multiples and applying them to perform different valuation methods like discounted cash flow, comparable analysis, precedent transactions and scenario/sensitivity analyses. • Investment Research – Perform tailored investment research of specific economies, industries and different asset classes like equities, fixed income, currencies, commodities, derivates and alternative investments to help you enhance your portfolio and make strategic decisions. • Accounting – Financial Statements preparation, US GAAP and IFRS consultation, Research and application of new and emerging accounting guidance including leases, revenue recognition, and CECL, and Forensic accounting. Please feel free to reach out and I look forward to (hopefully) working with you! Thank you.!
$300 hourly
Culbertson L.
- 4.6
- (23 jobs)
Gilbert, AZ
Investment Banking
Legal
Finance & Accounting
Blockchain, NFT & Cryptocurrency
Fundraising
Mergers & Acquisitions
Legal Research
Finance & Law
Blockchain
Compliance
Contract Negotiation
Contract Law
Commercial Litigation
Legal Entity Structuring
Corporate Law

I am an AZ and TX barred attorney with extensive experience in forming entities, raising capital, prepare SEC-related documents for start-up and growing companies, enforcement of creditor's rights, and litigating business-related matters.
$100 hourly
William M.
- 5.0
- (86 jobs)
Calgary, AB
Investment Banking
Data Visualization
Pitch Deck
Venture Capital Consulting
Private Equity
Business Valuation
Valuation
Chartered Financial Analyst
Investment Research
Financial Consulting
Financial Analysis
Financial Writing
Business Plan
Financial Modeling

I am a Fractional CFO and Chartered Financial Analyst with 25 years of experience. I deliver business plans, valuations, pitch decks, and financial models. I am the author of the six top rated book on Amazon. The series called "A Founder’s Conversations with a Fractional CFO". The books cover the following topics: CFO versus accountant, pitch decks, financial modeling, business plans, 409A valuations, and KPIs and dashboards. I offer free PDF copies of any volume to prospective clients. Specialization in startups and early stage I work primarily with startup and early stage founders. I have worked on more than one thousand capital raising files and helped companies secure over ten billion dollars. I founded a valuation company, serve as a trustee of a US private credit fund, and taught finance at the University of Toronto. Fractional CFO Services: I set up clear cash control, a clean chart of accounts, a monthly close with variance notes, and a weekly cash forecast, then align budgets and forecasts to your goals. The advantage is simple, accurate numbers that support faster decisions, fewer surprises, and lender ready reports. Fractional CFO plans can be as little as $500 a month after set up! Business plans: I write investor ready business plans with a direct narrative, defined market and customer segments, a go to market path, hiring and milestones, and a three to five year forecast linked to assumptions. The advantage is a document investors and lenders can act on, with a plan your team can actually run. Business plans can costs as little as $500! Investor mapping: I define the target investor profile and build a list by thesis, stage, geography, and check size, then prepare a short outreach tracker and update loop. The advantage is time saved on poor fit outreach and a faster path from first meeting to commitment. Investor mapping can costs as little as $500! Valuation: I provide practical valuations for venture rounds and options using market comparables, DCF, and 409A where appropriate, tied to the cap table and dilution model. The advantage is realistic terms, reduced risk of over dilution, and audit ready support. Valuations can costs as little as $500! Financial modeling: I build driver based three statement models with scenarios, unit economics, CAC and payback where relevant, and cash runway. Monthly actuals flow in and variances are clear. The advantage is a single source of truth you can update in minutes to guide hiring and spend. Financial Modeling can costs as little as $500! Pitch Decks: I design investor ready decks that make your case clear in 10 to 12 slides. We define the ask, proof, and numbers, reduce text, and use clean visuals. Each deck aligns to a driver based model and KPIs so the story matches the forecast. I can add a one page teaser and a short appendix if needed. The advantage is a concise story that answers the questions investors ask first and increases meeting conversion while saving time in diligence. Pitch decks start from $999. KPI development: I select a short list of KPIs that matter and set a monthly cadence, with dashboards in Google Sheets or Excel. The advantage is clear visibility into what moved and why, with specific actions for the next period. Business set up consulting: I choose the right finance tools, design the chart of accounts, and set simple policies for payables, revenue recognition, and documentation. The advantage is cleaner books, lower accounting costs, and easier diligence and audits. Ways to engage? Some clients use me one or two hours a week to set priorities and move the plan forward. Others ask me to take over a project so they can focus on the business while I deliver the model, plan, or deck. I also offer fixed price sprints and ongoing fractional CFO support when you want senior oversight without a full time hire. Why clients choose me? You get senior attention only. I work quickly, and an expert often needs a fraction of the time a junior person requires, so total cost is often lower. I keep communication clear, deliver investor friendly materials, and hit reliable timelines. Next steps: Send a short note with your objective and timing. Share when you can meet for a call. I am at my desk 12 hours a day, seven days a week, so I can usually fit a brief call that suits your time zone. My typical work hours are 9 am EST to 9 pm EST, which is 1 pm GMT to 1 am GMT. Platform: I follow Upwork terms and conditions. Please contact me only on Upwork and keep all contracts on Upwork. Sincerely, William (Bill) McNarland, CFA
$90 hourly
Jason C.
- 5.0
- (12 jobs)
San Francisco, CA
Investment Banking
Personal Finance
Finance
Finance & Accounting
Analytical Presentation
Spreadsheet Software
Spreadsheet Skills
Google Sheets
Private Equity
Microsoft Excel
Financial Analysis

Hi there! I’m a former Bank of America investment banker and private equity investor based in San Francisco with 10 years of experience. I help companies build analytical spreadsheets to make better business decisions. Projects in the past: - Financial Analysis - Fractional CFO - Financial Modeling - Budeting and Forecasting - Spreadsheet Automation - Business KPIs and Tracking - M&A - Valuation If you’re not sure what analysis you need, don’t hesitate to reach out and I’m happy to advise. I'm willing to work on a per-project basis or at an hourly rate depending on the task that you need.
$70 hourly
Mirette R.
- 4.9
- (195 jobs)
Cairo, C
Investment Banking
Business Proposal Writing
Business Modeling
Venture Capital Consulting
Business Valuation
Private Equity
Investment Research
Chartered Financial Analyst
Pitchbook
Valuation
Financial Modeling
Financial Planning
Investment Strategy
Pro Forma Statement
Financial Analysis

I have experience with Financial Modeling, Business Valuations, Pitch Deck / Investment Memo and Private Equity transactions at large banks and boutique advisory firms. 8+ years of experience in Investment Banking, Private Equity & Venture Capital Proven track record, having led transactions totaling over $1 billion. Notable deals include: ✅US$20mn acquisition of a stake in Nerhadou Pharmaceuticals ✅US$82mn IPO of Macro Group on the EGX, the first cosmeceuticals company to list ✅US$372mn IPO of e-finance on EGX, the largest IPO in Egypt since 2007 ✅US$130mn IPO of Taaleem Management Services on EGX ✅US$80mn ABB of Fawry for Banking Technology and electronic payments ✅Contributed to AbuAuf’s full deal lifecycle from first conversation through term sheet to deal close ✅Screening potential investment targets and insuring their compatibility with fund strategy ✅Liaising between Due Diligence teams (Financial, Legal and Commercial) and potential targets ✅Monitoring portfolio companies’ performance and preparing monthly reporting packages ***The financial models I build allow any user to change any assumption and the effects of that change will instantly flow throughout all elements of the model. Any user can easily test all of the financial effects of any assumption in regards to revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity investments, debt or valuation. You or your investor/banker can easily use the model to easily do unlimited; testing, sensitivity analysis or break-even analysis in real time.*** Recent projects include: * Certified Business Valuations - for business sale or acquisition, capital raising, financial reporting and other purposes * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity and debt) * Deal Negotiations (business sales, acquisitions, financing transactions) * Financial due diligence for acquisitions * Financial Models and Operational Models for new and existing investments using DCF and Multiples valuation (incl. acquisitions, buyouts, recapitalization, valuations, private equity, venture capital, debt financing and portfolio analysis) * Business Plans / Investor Presentations / Private Placement Memorandum (PPM), Investor Memorandums, Prospectuses * Business and financial plan development for private equity investment firm * Business valuation of publishing business * Pre-IPO company valuation * Financial model startup companies * Financial due diligence for Food and Beverage sector Industry experience includes: * Healthcare Services * Medical Devices, Products and Equipment * Pharmaceuticals * Financial Services * Food & Beverages * Consumer packaged goods * Financial services * Automotive * Agribusiness * Micro finance * Tech/FinTech I can help you with your financial model, business plan and cash flow management or just cleaning up an Excel spreadsheet. I am available to assist with projects of different duration depending on the scope. I Speak fluent English, French and Arabic Please reach out with any questions or just to chat about how I can help you. I look forward to getting in touch!
$40 hourly
Hawal K.
- 5.0
- (8 jobs)
Vaesteras, VÄSTMANLAND
Investment Banking
Translation
Swedish to English Translation
English to Swedish Translation
Economic Analysis
Business Management
English
Swedish
Proofreading
Video Transcription
General Transcription
Audio Transcription

Through my work in the banking world, I have gained both broad experience and knowledge in many different areas. I am a detail focused translator with an eye for the bigger picture. I have translated and proofread business ideas, economic papers and documents, CV and personal letters, sensitive documents, questionnaires, educational papers for other students, and more. I have a personal interest in the stock market, technical industries and games. One of my best features is my eagerness to learn and adapt to my tasks. I am a native Swedish and fluent English speaker with an economics degree from a Swedish University. I use both Swedish and English as the primary language in my daily life as well as in a professional environment. I am flexible with working hours and deadlines.
$50 hourly
Ankit A.
- 5.0
- (1 job)
Delhi, DL
Investment Banking
Budget Management
Financial Modeling
Business Plan
Business Planning & Strategy
Microsoft Excel
Management Consulting
Financial Analysis
Corporate Finance
Pitchbook
Presentations

I am a seasoned professional with 9+ years experience in Investment Banking and Strategy Consulting. I have worked on M&A, Fund Raising and Strategy Consulting Projects for various sectors including SaaS, Fintech, IT, Logistics, Pharmaceutical, Real Estate, Banking and Pay TV as well for USA, Europe, Japan, India & Middle Eastern Clients. • Specialize in equity fund raising and M&A transactions having worked on a wide range of sectors including AdTech, MarTech, SaaS, FinTech & Supply chain among others with global clients • Developed Pitch decks, IMs and valuation/ financial models based on DCF & comparative analysis • Advised and supported on strategic JV between a Swedish SaaS company and a leading Japanese IT company, among other transactions • Advised on acquisition of a North American supply chain company by an insurance services group I hold an MBA finance from a Top 15 B school in India. I am also an Avid Public Speaker and love to read about politics, business and finance.
$85 hourly
Rahul F.
- 5.0
- (5 jobs)
Dubai, DU
Investment Banking
Valuation
Management Consulting
Real Estate
Fundraising
Financial Analysis
Pitch Deck
Company Valuation
Financial Modeling
Financial Analysis & Valuation
Chartered Financial Analyst
Startup Company
Business Plan
Private Equity
Microsoft Excel

Experienced finance professional with 12.0+ years of experience in real estate, equity research, investment banking, and fundraising and a good understanding and comprehension of the equity, debt, and alternative investment market. Sector agnostic in taking assignments. Happy to assist clients in all stages of transactions which involves the origination of deals, industry & company research, preparing pitch books, financial models, and valuation. My core competencies include - Financial Modeling, Due Diligence, Strong Analytical skills, Deal Origination & Structuring, Investment deck & pitchbook, Company's valuation, Cap table, and, other shareholders-related activities, Fundraising. About my qualification, I graduated from the Indian Institute of Technology, Kanpur in 2010 with a Bachelor of Technology (B.Tech) degree in Civil Engineering, and have cleared all three levels of CFA Institute, USA.
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