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Hire the best Investment Bankers in New York

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  • $70 hourly

    • 4.6/5
    • (42 jobs)
    Journalist and editor with over 30 years of experience writing and editing sophisticated financial, economic and business articles for leading magazines, newspapers and web sites in the U.S., London and Hong Kong. Former editor of Risk magazine, editor-in-chief of Worth magazine, and finance columnist for The Wall Street Journal, The New York Times and others. Specialist in risk management, derivatives, capital markets, regulation, market data, financial technology, wealth management and philanthropy.
    Featured Skill Investment Banking
    Blog Content
    Online Writing
    Capital Markets
    Content Writing
    Asset Management
    SEO Writing
    Business Writing
    Project Risk Management
    Business Editing
    Financial Writing
    Copywriting
    Finance & Accounting
  • $30 hourly

    • 5.0/5
    • (16 jobs)
    With three years of experience as a business analyst, I have developed a comprehensive understanding of the key components required to run a successful business. I have provided strategic guidance to over 10 real estate companies and worked with both small businesses and large organizations. Throughout my career, I have led teams across diverse areas, including operations, customer service, technology, training, and other critical functions. This diverse experience enables me to approach consulting with a well-rounded perspective, allowing me to tailor solutions that align with each client's unique business needs.
    Featured Skill Investment Banking
    Product Development
    Business Cases
    Business
    Financial Planning
    Investment Research
    Financial Reporting
    Project Management
    Contract Negotiation
    Management Skills
    Microsoft Project
    Microsoft Office
  • $75 hourly

    • 4.7/5
    • (74 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!
    Featured Skill Investment Banking
    Investment Research
    Finance & Accounting
    Factset
    Valuation
    Financial Reporting
    Financial Modeling
    Company Valuation
    Financial Statement
    Mergers & Acquisitions
    Financial Analysis
    Financial Accounting
    Financial Report
    Financial Projection
  • $250 hourly

    • 5.0/5
    • (7 jobs)
    My ten years in business combine extensive experience in financial due diligence and forensic auditing for M&A activity, on both buy and sell side transactions, with deal execution, expert loan packaging & underwriting, and advisory on best financial tactics for maximizing cashflow which all together improves business profitability. I act as a full service fractional CFO for small to medium businesses and startups Everyone has a different goal, a different growth pace, and different approach. As such, active listening skills help me collect initial data, which complemented by my professional experience help me create the next level of understanding on any given project and further drive value for key stakeholders. My team rounds out this skill set by performing a range of services from tax andvisory and planning to bookkeeping, financial modeling / forecasting for startups, business valuation, SBA loan prep, etc. We often assist with capital raises, term sheet review, deal supervision, and acquisition execution. Check out my Agency Vantage Financial
    Featured Skill Investment Banking
    Company Valuation
    Loan Approval
    Finance & Accounting
    Due Diligence
    Private Equity
    Capital Markets
    Investment Research
    Mergers & Acquisitions
    Business Valuation
    Startup Consulting
    Business Development
  • $300 hourly

    • 5.0/5
    • (4 jobs)
    8+ years in top-tier private equity and investment banking. Executed $4bn of equity and debt transactions. Seasoned in developing high-quality work for executive-level stakeholders including business plans, transaction overviews, and complex financial models. Spend personal time investing in real estate.
    Featured Skill Investment Banking
    Business Presentation
    Microsoft Office
    Writing
    Private Equity
    Real Estate Financial Modeling
    Presentation Design
    Management Consulting
    Energy & Utilities
    Business Plan
  • $125 hourly

    • 5.0/5
    • (15 jobs)
    Hello, I am a current private equity investor with ~10 years of experience in the financial services industry. During my downtime, I am interested in working on a couple of projects. I have had experience in large cap M&A deals, sponsor transactions, equity market transactions, and debt market transactions. Some notable clients I have worked with are Pier 1, Ligado Networks's 1st lien creditors, Krispy Kreme, and Crocs. I am happy to provide more detail on transactions if interested. I am a previous co-founder of a consumer SaaS company as well that has interviewed with Y Combinator. I am primarily interested in strategic finance, business development, presentation creation, financial modeling, or other forms of deal work but am open to other software type roles as well. Let me know how I can help you! * I will regularly update you on your project and indicate key milestones * I am clear with communication and verbalizing exactly how I finish your projects from start to finish * I am also not someone who will only half-finish a project - I will always finish a project to completion
    Featured Skill Investment Banking
    JavaScript
    College & University
    Modeling
    Financial Modeling
    Presentations
    Business Presentation
    Writing
    Strategic Planning
    Corporate Finance
    Resume Screening
    Investment Research
    Resume Writing
    Financial Planning
    Venture Capital Consulting
  • $150 hourly

    • 5.0/5
    • (41 jobs)
    I'm passionate about building easy-to-use, detailed financial models for startups, small & medium-sized businesses, and real estate ventures. As a seasoned Finance executive with 10 years of Wall Street experience, I've managed ~4 billion USD in trading execution in Derivatives markets, as well as generated $10mm USD in profit as a Currency Options trader at Merrill Lynch. I've gained depth in my practical expertise through the Chartered Financial Analyst program - adding Corporate Finance, Real Estate and Venture Capital to my skillset. If you're starting out - I'll build a roadmap to success so you'll know where you stand when it comes to your business' finances. If you've been around for some time - we'll optimize the use of your resources and capital structure (de-complicating complex concepts at every step) to get your business to the next level. If you're ready to exit - we'll assess your business as a whole, give you a concrete valuation and be on your corner as you transition through the M&A process. My goal is to boil down financial concepts that may be challenging at first (I promise you, they're actually not), and communicate in a way where I'm not just sending you a spreadsheet, but a dynamic document that you'll understand and incorporate into the day-to-day of your business. Feel free to send me a message, always happy to help in whatever way I can!
    Featured Skill Investment Banking
    Real Estate Financial Model
    Venture Capital
    Financial Trading
    Dashboard
    Mergers & Acquisitions
    Derivatives Trading
    Financial Model
    Content Writing
    Financial Analysis
    Financial Modeling
    Valuation
  • $110 hourly

    • 5.0/5
    • (8 jobs)
    Christian Reina is the Founder and Partner of Reina Property Group (RPG). With a distinguished background in investment banking, corporate development, and private equity, Christian has cultivated extensive expertise in the commercial real estate investment industry. Since establishing RPG in 2021, he has successfully led engagements involving over $1 billion in commercial real estate transactions. RPG specializes in creating institutional-quality financial models and pitchbooks for real estate entrepreneurs and investment firms.
    Featured Skill Investment Banking
    Real Estate Acquisition
    Investment Preparation
    Pitchbook
    Pitch Deck
    Presentation Design
    Real Estate Investment Assistance
    Real Estate Financial Modeling
    Real Estate Financial Model
    Private Equity
    Investment Strategy
    Financial Analysis
    Financial Modeling
  • $80 hourly

    • 4.9/5
    • (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."
    Featured Skill Investment Banking
    Pitch Deck
    Financial Consulting
    Presentations
    Forecasting
    Financial Projection
    Financial Modeling
    Valuation
  • $45 hourly

    • 5.0/5
    • (15 jobs)
    Investment professional with 5 years of experience in Venture Capital, Private Credit, and Growth Equity. Proven track record in deal execution, sourcing, DD, and portfolio support across both buy-side and sell-side. Key industries: Fintech, B2B and B2C SaaS, E-commerce, Consumer, AI, and Crypto/Web3. Services - Venture Capital, Private Equity and Investment Banking: - Deal execution - Dataroom creation - Investment case preparation - Quantitative and qualitative research - Market research - Financial modeling, comparison, and forecasting - Consulting Services - Startup & Business Consulting: - Market research (market sizing and segmentation, competitor analysis, industry landscape, quantitative analysis, benchmarks, M&A analysis) - Financial models (forecasts, valuations, M&A models, unit economics, cap tables, financial analysis) - Fundraising (pitch deck creation and review, financial modeling, valuation) - Strategy development (Business model, USP, research, competition, exit strategy) Key skills: Market research, Financial modeling, Quantitative analysis, Valuations, Lead generation, Corporate Strategy, M&A, Fundraising, Venture Capital, Private Equity, Private Credit, Investment Banking, Public Equities. Tools: Python, Excel, Google Sheets, Powerpoint, Canva, Crunchbase, Linkedin. Sector expertise: Fintech, B2B and B2C SaaS, E-commerce, Consumer, AI, Crypto/Web3, HealthTech, AdTech.
    Featured Skill Investment Banking
    Venture Capital Consulting
    Financial Model
    Data Analysis
    FinTech
    Market Analysis
    Microsoft PowerPoint
    Strategy
    Lead Generation
    Market Research
    Valuation
    Microsoft Excel
    Mergers & Acquisitions
    Private Equity
    Venture Capital
  • $115 hourly

    • 4.9/5
    • (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
    Featured Skill 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)
    "I can confidently say that Amelia was a standout and an absolute pleasure to work with. She is the consummate professional. Her meticulous nature, determination, and ability to navigate challenging situations allow her to set herself apart from others." - Sourcing Manager (Upwork Testimonial) 🔹 Talent Acquisition & Recruitment Strategist (10 Yrs) I specialize in sourcing, screening, and securing top candidates for Finance & Accounting, HR, and Legal & Compliance (Global Financial Crimes) roles within financial services/banking firms, as well as private and public companies. Having worked with organizations like Morgan Stanley, and recruiting agencies like JW Michaels & Co., and Robert Half International, I have successfully managed high-volume requisitions (15-30+ roles), built robust talent pipelines, and driven diversity-focused initiatives. 💼 Key Strengths: ✔️ Passive & Active Candidate Sourcing ✔️ Talent Pipeline Development ✔️ Diversity Recruiting Strategies ✔️ Superdays & Interview Coordination ✔️ ATS & LinkedIn Recruiter Expertise (Taleo, Greenhouse, Bullhorn & More) 🌟 Recruitment Achievements: ✔️ Placed a niche diversity candidate in a hard-to-fill role within one month. ✔️ Generated $875K+ in billing revenue in one year. ✔️ Secured two new clients in just four months. ✔️ Contributed to $1M in consulting billing by strategically identifying top-tier talent. 📩 Message me today to get started! 🔹 Content Writer & Researcher In addition to recruitment, I specialize in content writing that educates, engages, and drives business results. My expertise includes: 📚 eBook Creation – Writing professional, well-researched eBooks that establish brand authority. 📝 SEO Blog Writing – Crafting industry-specific, search-optimized articles to boost visibility. 🎤 Online Course Scripting – Developing engaging and well-structured course materials. I create high-quality content tailored to your target audience, ensuring clarity, impact, and value. 📩 Message me today to get started! 🔹 Career Coach | Resume Writer & Reverse Recruiter I help job seekers navigate the job search with confidence. With a background in recruitment, I bring insider knowledge of what employers look for, ensuring your application gets noticed. 📄 Resume & Cover Letter Writing – Custom-crafted, ATS-friendly documents that showcase your skills and experience. 🔗 LinkedIn Optimization – A polished profile that increases visibility and attracts the right opportunities. 🎯 Career Coaching – Job search strategy, job search support, interview preparation, and salary negotiation guidance. If you're ready to take your career to the next level or need expert recruiting support, let’s connect! 📩 Message me today to get started!
    Featured Skill Investment Banking
    Legal
    Governance, Risk Management & Compliance
    Know Your Customer
    Anti-Money Laundering
    Human Resources
    Finance & Accounting
    Diversity & Inclusion
    Sourcing
    Job Posting
    Recruiting
    Candidate Sourcing
    Candidate Interviewing
    Candidate Source List
    LinkedIn Recruiting
  • $80 hourly

    • 5.0/5
    • (1 job)
    Trying to land a job in Finance? Feel like a career change is overdue? Tired of wasting time scrolling LinkedIn with no real strategy? Let’s work together to make things happen! About Me! ✔️ 15 + Years Experience in the Capital Markets and Banking sector ✔️ Managed Financial Consultancy Business in the Heart of NYC ✔️ Resourced 100+ Quality Profiles for Tier 1 Banks About The Process! 📝Set a Job Search Strategy 📝Upgrade that Resume to "Can’t-Miss" Status 📝Mock Interviews for Rock-Solid Preparation 📝Master Networking and Get Opportunities Coming to You Outcomes We Can Deliver On: 💡Understand "Where you are Going", and better know "The Path to Get There" 💡Buffed up Profiles - Resumes, LinkedIn Profiles 💡Perfected Elevator Pitches 💡Improved Skills for Networking, and Professional Relationships Sound like a good fit? Invite me to your project on Upwork or a direct message to schedule a introduction call. Looking forward to unleashing your potential! Craig
    Featured Skill Investment Banking
    Job Search Strategy
    Risk Management
    Finance
    Professional Development
    Interview Training
    Interview Preparation
    Resume Writing
    CV
    Career Coaching
  • $120 hourly

    • 5.0/5
    • (3 jobs)
    I'm a former investment banker and investment professional with over 5 years of experience in the industry. Highly experienced in financial analysis / valuation and savvy on the latest trends and processes of finance recruiting. Key services offered: - Finance resume review & interview prep - Early career coaching - Financial valuation / modeling training & assistance
    Featured Skill Investment Banking
    Mergers & Acquisitions
    Analytical Presentation
    Acquisitions
    Investment Research
    Financial Analysis
  • $475 hourly

    • 5.0/5
    • (1 job)
    I am an experienced corpoate, mergers and acquisitions, venture capital, private credit, banking and leveraged finance transactional attorney with a demonstrated history of working as external counsel and internal counsel in the venture capital, asset management and private credit industries with almost a decade of delivering commercially-focused partnership, guidance and counsel to business teams and clients. 10 years of experience in big law and top asset managers focused on corporate agreements, partnership agreements, equity agreements, SAFEs, fund formation, credit agreements, limited liability companies, operating agreements and entity formation.
    Featured Skill Investment Banking
    Legal
    Partnership Agreement
    Limited Liability Company
    Capital Markets
    Corporate Law
    Corporate Finance
    Private Equity
    Venture Capital
    Mergers & Acquisitions
    Finance & Law
    Legal Agreement
    Contract Law
    Contract Drafting
    Contract
  • $225 hourly

    • 5.0/5
    • (15 jobs)
    Experienced Chief Financial Officer with demonstrated history working in Private Equity and Venture Capital. Proven ability to successfully build out the infrastructure in the Venture Capital and Private Equity industry and exceptional in areas of analytics, strategic planning, and project management. Deep knowledge of budgets, forecasting, valuation models, financial statements, as well as expense management and revenue/income reporting. Accustomed to delivering comprehensive reports while exceeding expectations. Highly motivated and detail-oriented, thriving in fast-paced and deadline-driven environments.
    Featured Skill Investment Banking
    Presentations
    Business Writing
    Business Analysis
    Data Analysis
    Presentation Design
    Financial Analysis
    Analytics
    Financial Modeling
    Strategic Plan
    Management Consulting
    Microsoft Excel
    Microsoft PowerPoint
  • $145 hourly

    • 5.0/5
    • (101 jobs)
    18 years of experience in financial modeling, investing, and valuation 12 years of experience in Investment Banking and Corporate M&A (in NYC) 4 years of Private Equity (in NYC) Served as the CFO and fractional CFO for five start-ups Upwork stats: 5/5 rating, >$50k earned, 100% success rate on 80 jobs
    Featured Skill Investment Banking
    Investment Research
    Startup Consulting
    Business Strategy
    Business Modeling
    Managerial Finance
    Business Writing
    Corporate Finance
    Business Management
    Business Valuation
    Business Analysis
    Financial Modeling
    Business Plan
  • $70 hourly

    • 5.0/5
    • (18 jobs)
    Hey there! I'm a financial professional with experience at a bulge bracket investment, late-stage and early-stage startups. My career on Wall Street has consisted of assisting clients in the real estate, gaming and tech space with their financial and strategic ambitions. You should hire me if you're looking for someone with experience completing over $2bn in mergers and acquisitions, raising over $3bn in debt and equity, and revamping a companies financial reporting and investment framework from the ground up. I have a Bachelor of Business Administration in Finance and a Minor in Economics. I'm a business partner who can quickly evaluate, plan and execute a project while succinctly communicating updates and milestones. I genuinely enjoy helping entrepreneurs and small businesses to attain their goals and realize their aspirations. I look forward to the prospect of working with you to help achieve your full potential. Previous Real Estate projects I've completed: - Acquisition Analysis and Underwriting (any property type) - Pro Forma Statements - Market Analysis - Comp Analysis - Investment memos General Business Projects I've completed: - DCFs - Company Financials and Projections - Budgeting - Investor Presentations - Board Presentations - Raising Capital - Excel Report Creation - KPI Reports
    Featured Skill Investment Banking
    Real Estate Investment Assistance
    Startup Consulting
    Venture Capital Consulting
    Underwriting
    Private Equity
    Financial Modeling
    Microsoft Excel
    Microsoft PowerPoint
    Valuation
    Financial Analysis
    Business Presentation
  • $150 hourly

    • 0.0/5
    • (0 jobs)
    I spent six years at a $100 billion dollar private credit fund and a multi-billion dollar hedge fund before launching my own startup (OneFund). With OneFund, investors can access top-tier private equity and venture capital opportunities, diligence funds, and learn about the private markets all at the push of a button.
    Featured Skill Investment Banking
    Financial Plan
    Investment Strategy
    Investment Portfolio Review
    Investor Overview
    Personal Finance & Wealth Management
    Financial Trading
    Sales Consulting
    Startup Consulting
    Venture Capital Consulting
    Marketing
    Private Equity
    Venture Capital
    Investment Research
  • $80 hourly

    • 0.0/5
    • (0 jobs)
    SKILLED FINANCE PROFESSIONAL | Finance, Accounting and Tax Expert I’m a seasoned finance professional with extensive experience managing the financial, accounting, and tax needs of businesses across various industries. Whether you’re a small business owner looking for reliable bookkeeping or an established organization seeking financial strategies for growth, I’m here to provide the expertise and insights you need. WHAT I BRING TO THE TABLE: COMPREHENSIVE FINANCIAL MANAGEMENT: From budgeting and forecasting to cash flow analysis, I ensure your business’s finances are in top shape. ACCOUNTING KNOW-HOW: With a deep understanding of accounting principles, I can streamline your books, ensure compliance, and keep your financial records clear and organized. TAX PREPARATION & COMPLIANCE: I navigate complex tax regulations, optimize filings, and help you stay compliant while minimizing liabilities. BUSINESS ADVISORY SERVICES: With years of experience, I offer practical solutions to improve profitability and streamline operations. WHY WORK WITH ME? PROVEN EXPERTISE: Over 20 years in finance, delivering results for businesses of all sizes. CLIENT-FOCUSED SOLUTIONS: I tailor my services to your unique goals and challenges. DETAIL-ORIENTED & RELIABLE: I ensure accuracy, efficiency, and timely communication in all aspects of my work. CLEAR COMMUNICATION: I make complex financial concepts easy to understand, so you can focus on what matters most. RESULTS-ORIENTED APPROACH: My goal is to empower you with tools and insights that lead to measurable outcomes. Whether you’re looking for a skilled analyst to help evaluate investment opportunities, an expert to streamline your financial reporting, or a professional to create a custom model for your business, I’m here to help. Let’s collaborate to bring your financial goals to life. Feel free to reach out—I look forward to working with you!
    Featured Skill Investment Banking
    Corporate Finance
    Modeling
    Finance & Accounting
    Portfolio Performance Modeling
    Business Valuation
    Market Analysis
    Personal Finance & Wealth Management
    Financial Modeling
    Company Valuation
    Valuation
  • $125 hourly

    • 4.4/5
    • (13 jobs)
    I have 20+ years of investment banking and strategic advisory experience supporting founders, CEOs, CFOs and key stakeholders across a broad range of industries and transactions. I am a problem solver with the expertise and hands-on skills to provide bespoke value added support to enable clients to achieve their goals. * M&A, debt and equity financing, restructuring transaction support * Financial modeling, forecasting, strategic planning * Data analysis, due diligence
    Featured Skill Investment Banking
    Startup Consulting
    Venture Capital Consulting
    Financial Analysis & Valuation
    Financial Modeling
    Business Strategy
    Private Equity
    Fundraising
    Finance
    Corporate Finance
    Microsoft Excel
    Finance & Accounting
    Financial Analysis
    Mergers & Acquisitions
    Strategy
  • $55 hourly

    • 0.0/5
    • (0 jobs)
    I was a Series 7 series 63 licensed financial advisor. I actually enjoy sitting at the PC and analyzing for hours, so stock recommendations and/or analyzing your investment portfolio would be right up my alley. Whether you're trying to make short term returns or invest into stocks for years down the road, I know I can assist you. I'm sure there are people who have more experience and may have more clients which generate them more income than myself - But I will say regardless of anything that happens, I will always be 100% honest with you about anything and everything. And I may not know everything about everything, but when it comes to the stock market, I have a success rate of 80%+. My most recent calls were last week (Oct 2-6, 2023) when I mentioned a buy recommendation on Raytheon Technologies (RTX) and crude oil. Both spiked up this week (Oct 9-13, 2023) on the new conflict arising in Israel. EDIT - My most recent winner was US Steel ($X) over 1 year ago when it was sub $20/share - Now involved in a bidding war as high as $55
    Featured Skill Investment Banking
    Trading Lesson
    Technical Analysis
    Creative Writing
    Derivatives Trading
    Proofreading
    Investment Strategy
    Investment Portfolio Review
    Stock Price Prediction
    Stock Market
    Financial Management
    Financial Consulting
    Finance
    Financial Planning
    Financial Analysis
  • $100 hourly

    • 0.0/5
    • (1 job)
    *Negotiable hourly and fixed rates. * Certifications: CRCM, CIA, CERP, CAMS, CCEP (previously held: Series 7,63,65 and LAH Insurance Broker) Industries of focus: Financial Services, FinTech, Oil & Gas, Transportation, Education, Healthcare Regulatory Compliance/ Risk Management Executive; Internal Audit and Operational Risk and Controls Specialist with extensive enterprise-wide experience working with domestic and global financial institutions. I have a reputation in Financial Crimes as a subject matter expert and have been contracted for highly niche and specialty engagements, including supporting entities and government agencies with investigative response efforts. I have been sought after as a leader to oversee the implementation of complex consumer compliance plans and risk assessments and integrated audit engagements with a regulatory compliance focus and managing oversight of regulatory exam remediation efforts. I am motivated by effecting positive change and producing efficient and sustainable results in both business and people. I have a passion for leading by example; developing strong partnerships with cross-functional associates, stakeholders, and teams.
    Featured Skill Investment Banking
    Accounting Principles & Practices
    Internal Control
    Anti-Money Laundering
    SEC Regulation
    Venture Capital
    Mergers & Acquisitions
    Business Development
    Internal Auditing
    Fraud Mitigation
    Fraud Detection
    Business Analysis
    Regulatory Compliance
    Data Privacy
    IT Compliance Audit
  • $55 hourly

    • 0.0/5
    • (2 jobs)
    Blogger for Forbes and Bain & Co. Published in the New York Times DealBook, U.S. News & World Report, the FT.com and many other websites. Experienced investigative journalist and content writer. Expertise in technology, telecom, media, finance, mergers & acquisitions, dealmaking, IPOs, private equity, venture capital, insurance, investing and education. Content: I wrote blogs highlighting the private equity data of SPS by Bain, a business owned by Bain & Co., insurance-related consumer advice for U.S. News & World Report, and tech business strategy blogs for Forbes. Journalism: I'm a longtime investigative technology, media and telecom mergers and acquisitions reporter with an extensive track record of breaking news. I have strong connections to Wall Street, C-level executives, regulators and the banking community. My work has appeared in The New York Times DealBook, FT.com, Dealreporter, Mergermarket and many other publications. I'm flexible. I have published work in biopharmaceutical, biotech, real estate, security, fishing, satellite, investing and local news sites and newspapers. I have professional experience in education and insurance. I can be entertaining if given the opportunity. And I relish those opportunities. I'm experienced with SEO and WordPress content management. Though news and other publications shy away from artificial intelligence because it's an unreliable way to verify up-to-date information, I think it has value as a method of providing context around facts. Editors, however, have instructed me not to use it, and I respect their wishes. My greatest strength as a reporter is I find original information -- scoops. I can also analyze data and create a narrative around it. Writing and technology require constant change and learning, and as a professional of decades, I'm up to the task and eager to try new things. If you're seeking a professional you can trust to research information; be thorough, accurate and timely; discover something new or provide context around something old; it's my pleasure to help.
    Featured Skill Investment Banking
    Venture Capital
    Mergers & Acquisitions
    Finance
    Grant Proposal
    Journalism Writing
    Journalism
    Writing
    Business
    Tech & IT
    Telecommunications
    Content Writing
    Blog Content
  • $95 hourly

    • 0.0/5
    • (0 jobs)
    I am a career finance professional with extensive experience in managing financial services for businesses of all sizes. As a Wall Street trained investment banker and CFA Charterholder, I had extensive experience in build-out of data analytics and financial reporting function, capital raises and stakeholder management, M&A oversight and many other strategic initiatives. Now I work with clients like yourself and provide the following services in a part-time or contract capacity: - Turnkey Fractional CFO Services - Bespoke Financial Analysis & Modeling - Pitch deck, Business Plan & Investment Memo presentations - Essential Accounting / Bookkeeping Support - Fundraising & M&A
    Featured Skill Investment Banking
    Company Valuation
    Valuation
    Pitch Deck
    Business Planning & Strategy
    Business Plan Writing
    Analytical Presentation
    Mandarin Chinese
    Finance & Accounting
    Financial Modeling
    Mergers & Acquisitions
    Corporate Finance
    Management Consulting
    Accounting
    Career Coaching
  • $100 hourly

    • 0.0/5
    • (4 jobs)
    I’m a former investment banker with 7+ years experience in financial services (BofA Merrill Lynch, Credit Suisse, Guggenheim). Microsoft Excel and PowerPoint expert. - $20bn+ raised in equity and debt capital markets transactions - $10bn+ in closed M&A transactions - Extensive experience working with large, publicly traded and small, private high growth companies on strategy, financial analysis and investor relations Highly experienced in: - Data manipulation, analysis, and visualization - Developing, automating, and formatting excel templates - Investor and other presentation creation - Financial modeling and analysis - Research and analysis of markets and companies
    Featured Skill Investment Banking
    Financial Modeling
    Venture Capital
    Mergers & Acquisitions
    Startup Consulting
    Pitchbook
    Pitch Deck
    Microsoft PowerPoint
    Microsoft Excel
    Presentation Design
    Presentations
    Corporate Finance
    Project Finance
    Finance
  • $45 hourly

    • 0.0/5
    • (0 jobs)
    I am a results-driven strategy consultant with a proven track record in helping Fortune 50 companies with business transformation, financial strategy, and project management. With an MBA, hands-on experience in investment banking, and a background working with global companies like HP, Schneider Electric, and Accenture, I specialize in delivering data-driven, high-impact solutions that drive growth and operational excellence. What I Do Best: Strategic Planning & Business Growth: I help companies define and execute strategic initiatives that fuel business growth. For example, I successfully increased HP’s market share by 27% in the conference and collaboration tech market by identifying a key target for acquisition and implementing an acquisition strategy that realized $300M in synergies. Financial Management & Forecasting: With expertise in financial analysis, forecasting, and budget management, I provide clients with actionable insights that lead to optimized financial performance. At Huntington Fund, I led $50M+ investment portfolio evaluations, improving return on investment by 15% year-over-year through rigorous analysis and strategic financial recommendations. Project Management & Process Optimization: I manage large-scale, cross-functional projects, driving process improvements and operational efficiencies. By implementing Agile methodologies at HP, I helped reduce project cycle times by 20%, leading to faster delivery of high-priority projects and contributing to a $2.5M cost saving. M&A & Financial Due Diligence: I specialize in conducting financial due diligence and M&A analysis. I have evaluated acquisition opportunities worth $100M+, providing strategic recommendations that have resulted in increased revenue and market positioning for clients. How I Can Help You: I provide tailored solutions for startups, SMEs, and corporate clients that optimize strategy, finance, and operations. Whether you need help crafting a growth strategy, managing a digital transformation, or overseeing a complex project, I offer data-driven strategies that deliver measurable results. I’ve worked with clients across diverse industries, including technology, financial services, and consumer goods, helping them streamline operations, achieve sustainable growth, and improve financial performance. My approach is centered around collaborative partnerships, ensuring that your business needs are understood and that we execute solutions efficiently, with a focus on delivering tangible outcomes. I leverage my investment banking and consulting experience to provide financial insights that drive business decisions. If you’re looking for a strategic partner who combines analytical expertise, financial acumen, and project management excellence, let's connect and explore how we can achieve your business goals together.
    Featured Skill Investment Banking
    Strategy
    Growth Strategy
    Financial Analysis & Valuation
    Startup Consulting
    Business Consulting
    Project Management
    Project Management Office
    Project Budget
    Coaching
    Analytical Presentation
    Career Coaching
    Business Coaching
    Management Consulting
    Financial Planning
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