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  • $85 hourly

    • 4.9/5
    • (135 jobs)
    "Ian was great to work with. I needed help forming a contract on a short deadline and Ian provided tremendous support. I look forward to working with him again in the future. -Ben" "Ian did a fantastic job. I really appreciated his great communication, adherence to tight deadlines, and quality of work! - Melissa" "Very pleasant to work with even when the project turned out to be a little more than either of expected. Recommended for his communication skills, reliability, personability, and quality of work. -Cheril" "Ian is absolutely phenomenal. Will be using him more often. -Dominic" I have an extensive background in business development for the Private Equity and Investment Banking industries . My skill set includes proficiency in developing comprehensive sales strategies, building CRMs, performing company valuations, extensive financial modeling (Excel), building creative & professional PowerPoint presentations/CIMs/decks/pitchbooks, and much more.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Private Equity
    Business Coaching
    Business Writing
    Marketing Strategy
    Microsoft Excel
    Email Marketing
    Cold Calling
    Microsoft Excel PowerPivot
    Salesforce CRM
  • $100 hourly

    • 5.0/5
    • (16 jobs)
    "Virtual-Based" Certified Financial Planner that offers more than 25 years of industry experience, a reputation as a thought leader in the wealth management space, and the proven skills to add value. I have the belief that advice that ties itself to a product sale is not unbiased. I am an hourly / project fee-based coach. My clients use my services when they would like, without paying 1% of the portfolios annually. As a wealth coach and planner to high-net-worth clients and entrepreneurs, I possess a rare depth and breadth of experience. In my day job, I oversee complex wealth situations, working diligently in partnership with business owners to navigate exit planning, business challenges, investment management, and wealth and estate planning.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Insurance & Risk Management
    Certified Financial Planner
    Succession Plan
    Business Strategy
    Commercial Lending
    Investment Research
    Investment Strategy
    Cash Flow Analysis
    Financial Plans
  • $90 hourly

    • 5.0/5
    • (22 jobs)
    Former CFO, excel master. Passionate about finance, scenario planning and valuation. Founder mindset.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Pitchbook
    Investor Overview
    Business Analysis
    Financial Accounting
    Management Consulting
    Financial Writing
    Business Consulting
    Managerial Finance
    Corporate Finance
    Project Finance
    Python
  • $300 hourly

    • 5.0/5
    • (13 jobs)
    𝘛𝘶𝘳𝘯𝘪𝘯𝘨 𝘨𝘭𝘰𝘣𝘢𝘭 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦 𝘢𝘯𝘥 𝘣𝘦𝘴𝘵 𝘱𝘳𝘢𝘤𝘵𝘪𝘤𝘦𝘴 𝘪𝘯𝘵𝘰 𝘷𝘢𝘭𝘶𝘦………𝘧𝘰𝘳 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘴𝘦𝘦𝘬𝘪𝘯𝘨 𝘵𝘳𝘢𝘯𝘴𝘢𝘤𝘵𝘪𝘰𝘯 𝘢𝘯𝘥 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘳𝘦𝘭𝘢𝘵𝘦𝘥 𝘢𝘥𝘷𝘪𝘤𝘦 🔹 𝐁𝐚𝐜𝐤𝐠𝐫𝐨𝐮𝐧𝐝 𝐄𝐧𝐝-𝐭𝐨-𝐞𝐧𝐝 𝐚𝐝𝐯𝐢𝐜𝐞 𝐨𝐧 𝐝𝐞𝐚𝐥 𝐫𝐞𝐚𝐝𝐢𝐧𝐞𝐬𝐬, 𝐯𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧, 𝐌&𝐀 𝐚𝐧𝐝 𝐢𝐧𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐉𝐕/𝐚𝐥𝐥𝐢𝐚𝐧𝐜𝐞 𝐧𝐞𝐠𝐨𝐭𝐢𝐚𝐭𝐢𝐨𝐧𝐬 I am a transactions professional with over 25 years of experience in negotiating and bringing companies and people together across the globe. I have spent a large part of my career starting up profit centers and building cross-functional teams in multiple geographies. I have worked with governments, conglomerates (including Fortune 500 companies), mid-market enterprises, and also extensively with start-ups and early-stage companies, some of which went on to become large public companies. 🔹 𝐒𝐤𝐢𝐥𝐥𝐬 I advise on all aspects of a transaction cycle, from origination to disposal: - acquisition and divestment - capital raising - debt & equity - project finance, PPP, privatization - valuation - financial and commercial due diligence - feasibility studies - market entry strategies - business planning and cash flow forecasting - international JV/alliance/franchisee negotiations 🔹 𝐆𝐥𝐨𝐛𝐚𝐥 𝐜𝐥𝐢𝐞𝐧𝐭𝐞𝐥𝐞, 𝐠𝐥𝐨𝐛𝐚𝐥 𝐧𝐞𝐭𝐰𝐨𝐫𝐤 Since I started independent consulting (July 2021), I have advised clients and projects in the USA, Canada, Caribbean, Puerto Rico, UK, Switzerland, Finland, Australia, Hong Kong, India, UAE, Kuwait and Saudi Arabia across a wide spectrum of transaction related services and industry verticals spanning private equity, venture capital, infrastructure, real estate, technology and media. I have an extensive network of business contacts in global corporations, banks, sovereign wealth funds, PE funds, family offices, investment banks, law firms, trade platforms, and chambers of commerce. My relationships are primarily with business owners and C-level. 🔹 𝐖𝐨𝐫𝐤 𝐡𝐢𝐬𝐭𝐨𝐫𝐲 I have worked in reputed global and national organizations: ▶ The Hashgraph Association | Swiss Digital Assets Institute A partnership betwwen Hedera Hashgraph (USA) and Swiss Digital Assets Institute (Switzerland), supported by the Swiss government, to empower startups, enterprises, and governmental institutions worldwide. Hedera is owned and governed by leading organizations (Google, IBM, Boeing, Deutsche Telecom, LG, Nomura...) and is expected to become the gold standard for blockchain. I evaluate startups and early stage companies for potential grant funding, and negotiate alliances and JVs with large enterprises and governments across the world. ▶ Syridex Bio Advisor to the Board of a unique, impact-driven life sciences startup in NJ, USA that specializes in health equity. ▶ KPMG 17+ years, of which 13+ years was as Head of Deal Advisory in a major Middle Eastern practice, a practice that I established from scratch, led, and turned into a market leader. I was among a handful of partners across the KPMG international network with full accreditations for both Valuation and Due Diligence. Earlier, I launched KPMG India's Media & Entertainment vertical; KPMG is now a leading media & entertainment consultant in India. ▶ Fairway America, a leading real estate focused Private Equity firm ▶ AIG Inc ▶ Larsen & Toubro (one of India's largest conglomerates, revenues $21B) ▶ IDBI (now, IDBI Bank), one of India's largest financial conglomerates, total assets of $43B 🔹 𝐒𝐞𝐥𝐞𝐜𝐭 𝐝𝐞𝐚𝐥𝐬 I have led /co-led/participated in many landmark engagements across the globe - ➡ Arranging $~650M of project finance from a consortium of international and regional banks for a large infrastructure PPP (Public-Private Participation) water project ➡ Intangible valuation ($500+M) for a significant banking acquisition transaction ➡ Valuation of a complex $60B loan and investment portfolio spanning 3000+ assets globally (with sectors as diverse as aircraft leasing and real estate) for a large bank ➡ Due diligence for a $3.8B telecom acquisition ➡ Due diligence on one of the largest bank mergers in the Middle East (combined assets $100+B) 🎖 𝐓𝐞𝐬𝐭𝐢𝐦𝐨𝐧𝐢𝐚𝐥𝐬 “Have seen him develop KPMG transactions practice... from scratch into a leading practice in a very competitive environment.” “Anindya's direct, pragmatic and fair approach to teaming, in addition to his solid project management skills and functional insights were material to ensure success of this large, complex project dependent on international, multi-disciplinary teams, and consortium members spanning lawyers, technical, financial, and business consultants.” “Anindya leveraged his network to connect us with a large number of key individuals, which greatly facilitated the stakeholder engagement process." “Anindya is a sharp mind with a soft touch.”
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Grant Writing
    Business Valuation
    Company Valuation
    Mergers & Acquisitions
    Joint Venture
    Blockchain, NFT & Cryptocurrency
    Feasibility Study
    Project Finance
    Cash Flow Analysis
    Private Equity
    Venture Capital Consulting
    Business Planning & Strategy
    Media & Entertainment
    Business Plan
  • $100 hourly

    • 5.0/5
    • (6 jobs)
    ✅ EXPERIENCED, PROFESSIONAL, and RESPONSIVE Finance Professional, specializing in All things Corporate Finance, Forecasting, Excel modeling, Real Estate Analysis and Underwriting. With over 6 years experience under my belt, at both large institutions and boutique firms, I am a qualified contractor for your project - understanding the position of both Large and Smaller clients. I have a passion for numbers and can help you with financial modelling, forecasting and analytics. I can offer you: -Financial Modelling -Budgeting/Forecasting -Real Estate Underwriting -Financial Analysis, KPIs and Dashboards -and much more! -All work is completed by me -Providing quality wok and clear communication is important to me I look forward to working with you!
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Underwriting
    Pro Forma Statement
    Valuation
    Financial Projection
    Financial Analysis
    Microsoft Excel
    Financial Planning
    Private Equity
    Real Estate
    Forecasting
    Cash Flow Analysis
    Mergers & Acquisitions
    Financial Report
    Financial Modeling
  • $100 hourly

    • 5.0/5
    • (14 jobs)
    Do you want reliable, thorough, punctual work? Are you looking for someone who will walk you through the proposed work product at the completion of each project? Do you want someone who will complete the project ahead of schedule, goes above and beyond and communicates well? Do you need someone who can present completed projects to key stakeholders in a professional, effective manner? Look no further, I am the BEST! As a trained investment professional (private equity and investment banking), I have strong competence in financial analysis, forecasting, financial modeling, market research, market segmentation, cost-benefit analysis, and analyses requiring a bit of creativity to perform (custom, specific to your business & industry). I have outstanding written and verbal communication skills which allow me to effectively share project summaries, research findings, and any required documentation, as well as present the project to key stakeholders. Previously work experience includes Procter & Gamble, Wells Fargo Securities, Raymond James Financial, and Multi-Billion Dollar Private Equity Funds. Consulting experience includes long-term engagements with 5 clients over the past year (all outside of the Upwork platform). Please reach out to me at premiumbizresearch@gmail.com for any inquiries or questions regarding potential projects. Hourly rates will vary based on the complexity of the project. Example work product available upon request. Book 15mins for initial consults as needed: calendly.com/premiumbizresearch I look forward to working with you!
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Microsoft Excel PowerPivot
    Financial Modeling
    Industry Research
    Business Development
    Mergers & Acquisitions
    Microsoft PowerPoint
    Business Strategy
    Valuation
    Investment Research
    Finance & Accounting
    Financial Forecast
    Microsoft Excel
    Market Segmentation Research
    Market Analysis
  • $240 hourly

    • 5.0/5
    • (5 jobs)
    I am a seasoned finance professional with a highly analytical background having worked in both private equity and investment banking for the last 10 years on a myriad of complex transactions. As both an advisor and investor, I bring a robust qualitative and quantitative skillset (financial/valuation model building, presentation drafting, operational due diligence) resulting in an overall keen business acumen. In my career I have executed eight and nine figure cross-border M&A deals and possess the interpersonal/team skills to build relationships with founders, entrepreneurs and executives.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Pitchbook
    Content Writing
    Company Valuation
    Financial Analysis
    Competitive Analysis
    Market Analysis
    Accounting
    Due Diligence
    Corporate Finance
    Mergers & Acquisitions
    Private Equity
    Investment Research
    Valuation
    Financial Modeling
  • $100 hourly

    • 5.0/5
    • (58 jobs)
    As a Chartered Financial Analyst (CFA) with extensive experience in private equity, Web3, hedge funds, and alternative asset classes, I offer a diverse range of advisory services that includes corporate finance, fundraising, and Web3 development. My clients have included private equity, hedge fund, and Web3 strategies from various locations around the world. With nearly two decades of experience in traditional finance roles, I have successfully built investing and sales networks that have generated over $50 million in investments and new business. I also specialize in creating play-to-earn metaverse game ecosystems, which includes cryptocurrency tokens and NFTs. My core competencies include wealth management, institutional sales, management consulting, investment banking, coaching, and mentoring. I have raised over $35 million in new assets under management, managed international sales teams, and provided financial services to a wide range of clients, including sovereign wealth funds and private equity funds. To support my work, I have expertise in various software and platforms, including Bloomberg, Microsoft Office Suite (Word, Excel, PowerPoint), Unity, Unreal Engine, Adobe Suite, Blender, SQL, Salesforce, Trello, Slack, Mailchimp, email scraping, WordPress, Web3, cryptocurrency, and digital assets. Overall, I am a proven leader in financial services sales and have a track record of developing successful investment and sales networks. I am confident in my ability to contribute to any team and help drive business growth.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Due Diligence
    Valuation
    Equity Valuation
    Investment Research
    Company Valuation
    Discounted Cash Flow
    Financial Analysis & Valuation
    Financial Projection
    Business Plan
    Financial Modeling
    Microsoft Excel
    Pitch Deck
    Blockchain
    Presentations
  • $150 hourly

    • 5.0/5
    • (47 jobs)
    Finance professional with 12+ years experience, including investment banking, M&A, capital raising and leveraged finance. I am also a CFA Charterholder. My strengths and capabilities include: - Financial Analysis - Financial Modeling - Credit Analysis - Valuation - Investor / Lender Presentations - Business Plans - Business Writing
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Financial Modeling
    Financial Analysis
    Microsoft Excel
    Financial Presentation
    Business Valuation
    Corporate Finance
    Business Writing
    Business Analysis
  • $95 hourly

    • 4.9/5
    • (26 jobs)
    I am the founder of Town Square Advisors, a boutique consulting firm that leverages a proprietary method - the Square Management System - to focus strategies on development of strategic priorities, assessment of M&A targets (buy-side), valuation enhancement and sell-side M&A advisory, and assistance with organizational design and institutional culture. Additionally, as a Certified M&A Advisor (Alliance of M&A Advisors) and Certified M&A Professional (Institute for Mergers, Alliances and Acquisitions), Town Square Advisors also supports corporate finance projects, including both sell and buy-side M&A (process navigation, enterprise valuations, target company analysis, DCF/LBO/merger modeling), and building financial projections for growth-stage and startups (setting foundational operations as well as building proforma financial statements). My disparate career path work includes award winning tenure in corporate development (M&A, strategy and internal investment projects) for a large multi-national market research company and a private-equity backed portfolio company after having spent several years within middle-market investment banking where I supported M&A transactions for privately-held companies. I have built a foundation in corporate finance from financial modeling, including revenue projections and cost-estimating, to understanding valuation and pre-market positioning and strategy and can help guide a company through a liquidity event. I enjoy assisting companies understand their value proposition and also helping position a company to achieve maximum valuation. While I have extensive corporate finance experience, I am, at heart, first and foremost a small business operator, having spent over a decade building, growing and transforming professional sports franchises. Through work at these companies, I have overseen implementation of successful, and award-winning, sales and marketing initiatives, guided cost-saving operational improvements and handled full staff augmentations and staff training and development programs. I enjoy applying the lessons learned during my executive management tenure to helping other small and medium-sized business overcome growth hurdles or avoid operating obstacles. Recently, I was recognized for my work in strategy and M&A by being named a Finalist for the Alliance of M&A Advisors Thought Leader of the Year for 2022.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Corporate Finance
    Finance & Accounting
    Business Valuation
    Business Consulting
    Organizational Design & Effectiveness
    Strategic Plan
    Financial Analysis
    Operations Management
    Business Plan
    Startup Consulting
    Private Equity
    Mergers & Acquisitions
    Corporate Strategy
    Financial Modeling
  • $150 hourly

    • 5.0/5
    • (53 jobs)
    I have over 18 years of experience and I have been a Certified Public Accountant (CPA) since 2005. I have worked as a Chief Financial Officer (CFO) for years, and consult for many businesses, to help with strategic planning and advice, tax preparation, accounting, bookkeeping and financial accounting. I have worked with businesses from small startups to large established companies. I have a team of CPAs and experienced accountants who work with businesses in a variety of industries including e-commerce. You can visit us at AverkampCPA.com and view our Google Reviews for additional references. Some of my work experience and qualifications at a glance: - Venture Capital CFO - Private Equity (Real Estate) Senior Controller - Audit Manager at KPMG - Performed US GAAP and IFRS Audits - Certified Public Accountant +17 years - Masters Degree in Accounting - Bachelors Degree in Accounting - Bachelors Degree in Finance Some of my specialties include: - Assisting start-up companies with fundraising, pitch decks, term sheet negotiations, and due diligence. - Performing financial analysis and due diligence on potential investments and analyzing companies at various investment stages (Seed Rounds to IPO). - Private company valuations under US GAAP ASC 820. - Working closely with CEOs and other executives on strategic planning and deal analysis. - Assistance with streamlining accounting and back office processes and procedures. - Leading teams ranging from 3 to +30 staff members. I look forward to helping your company succeed! Contact me today.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Taxes
    Corporate Tax
    Investment Strategy
    S-Corporation
    Financial Accounting
    Venture Capital Consulting
    CPA
    Business Valuation
    Financial Modeling
    Mergers & Acquisitions
    Fundraising
    Fund Accounting
    Intuit QuickBooks
  • $140 hourly

    • 3.9/5
    • (93 jobs)
    -Newchip Accelerator Mentor -Degree in Business Economics from Brown University -Former investment banker and entrepreneur -Advised and executed on over USD4.0 billion of transactions across capital markets and mergers and acquisitions -Extensive experience building financial models, industry/market overviews, and buy/sell-side investment opportunity presentations -Currently managing an angel fund with $10 mm aum with investments in bombas.com, cleancult.com, hatchcollection.com, trygatsby.com, donegood.com, littlechonk.com, spacex.com, lightshiprv.com -Have helped startups raise over $12 mm across pre-seed through Series B
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Company Valuation
    Business Plan
    Financial Modeling
    Investor Overview
    Business Valuation
    Corporate Strategy
    Financial Forecasting
    Financial Writing
    Financial Analysis
    Fundraising
    Corporate Finance
    Venture Capital Consulting
    Startup Consulting
    Pitchbook
  • $95 hourly

    • 4.8/5
    • (53 jobs)
    I’m a VC Investor working with early-stage startups, SMBs & national organizations to help them gain research-backed insights, position for growth, and raise funds. Through years of experience, I know the earmarks of opportunity and how big & small companies position themselves within that. I’ve worked with a diverse set of clients that include Collabera (strategic M&A initiatives), Indeed (competitive analysis), Cox Communications (AI/ML research), Jolibee (feasibility study), & Stanford Seed (positioning). I hold designations in credit analysis, market research, and six sigma. Fred by the #s: - Maintained a 92% client conversion rate for second projects within 12 months - Produced investment research used to underwrite structured product offerings of $500m+ - Prepared investment materials for funding rounds in excess of $18m. - 70% graduation rate for startups personally sourced - f/o led by Sequoia, Lightspeed, etc.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Pitch Deck
    Startup Consulting
    Private Equity
    Venture Capital Consulting
    Venture Capital
    Business Analysis
    Investment Research
    Financial Analysis
    Business Plan
    Financial Management
    Financial Modeling
    Competitive Analysis
    Market Research
  • $100 hourly

    • 5.0/5
    • (6 jobs)
    Strong background in Investment Banking and FP&A. Specialize in Excel & Powerpoint based projects. Experience in M&A as well as Budgeting. Open to a wide range of projects. Work Experience includes: - FP&A at a leading Adtech company - Investment Banking Analyst at JP Morgan
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Microsoft PowerPoint
    Microsoft Excel
    Commercial Lending
    Financial Planning
    Budget Plan
    Mergers & Acquisitions
    Financial Modeling
  • $100 hourly

    • 5.0/5
    • (31 jobs)
    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.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Mergers & Acquisitions
    Website Development
    Management Consulting
    Accounting
    Financial Statement
    Microsoft PowerPoint
    Microsoft Word
    Microsoft Excel
    Financial Modeling
  • $75 hourly

    • 5.0/5
    • (8 jobs)
    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.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Project Management Professional
    Asset Management
    Hospitality
    Private Equity
    Portfolio Performance Modeling
    Valuation
    Financial Analysis
    Microsoft Excel
    Presentations
    Financial Modeling
  • $95 hourly

    • 5.0/5
    • (60 jobs)
    I am a senior level investment banker. I am the Founder and Managing Director of RedShift Advisors, a lower middle market investment bank in Pittsburgh, PA. We provide strategic planning, investment banking, merger and acquisition, and corporate finance services to privately held and entrepreneur-owned companies in the lower middle market. STRATEGIC PLANNING: We are focused on delivering strategies and solutions to increase the value of your business. We work with our clients to identify, articulate, and prioritize the objectives of a business and its owners. We are thorough in our research and analysis. Our strategic planning services can address business planning, managing cash flow, forecasting and modeling, growth strategy, succession planning, exit planning, transaction planning, and management decision making. INVESTMENT BANKING: We provide a traditional set of investment banking services to small and medium sized enterprises (SME). Our suite of services includes mergers, acquisitions, and capital raising. We maintain relationships with financial institutions throughout the capital markets including banks, private lenders, investment companies, and private equity funds. MERGERS & ACQUISITIONS: We provide both buy-side and sell-side M&A advisory services. On Upwork, we can provide solutions to all or just a portion of your desired transaction. Our M&A services include valuation reports, buyers lists, acquisition search and screening, due diligence, modeling and forecasting, and writing memorandums and presentations. CORPORATE FINANCE: Our corporate finance services include capital raising to finance growth (including working capital, capital spending and acquisitions), fund distributions, and improve cash flow. We can help improve your capital structure, reduce your cost of capital, manage cash flows, and understand and minimize interest rate risk. Let us help you finance working capital (including accounts receivable and inventory, equipment purchases and acquisitions.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Financial Forecast
    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
  • $75 hourly

    • 4.9/5
    • (5 jobs)
    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.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Finance
    Marketing Data Analytics
    Data Analysis
    Data Entry
    Data Visualization
    MS Excel
    Financial Modeling
    Financial Analysis
    Microsoft Excel
    Spreadsheet Software
  • $70 hourly

    • 4.9/5
    • (13 jobs)
    Finance professional with close to 7 years of experience working on Wall St. Most of my experience has revolved around M&A of businesses with complex financial structures. I have represented both sellers and buyers (investors). My financial modeling specialties are financial projections, debt sculpting, refinancings, valuation (including comparable companies, precedent transactions, Discounted Cash Flows, Leveraged Buyouts, Dividend Discount Model). I can also produce presentations that succinctly display crucial financial information. Much of my previous work has been shown to C-level executives of Fortune 500 Companies.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Business Analysis
    Capital Markets
    Factset
    Excel
    Microsoft PowerPoint
    Acquisitions
    Financial Forecasting
    Financial Modeling
    Project Finance
    Mergers & Acquisitions
  • $100 hourly

    • 5.0/5
    • (6 jobs)
    Patrick has 10 years of experience working in asset management and investment banking. He has previously worked as an investment advisor, advising high net worth clients on their international investments, and also as a Mergers and Acquisitions analyst, advising middle market companies across a wide range of industries. Patrick is active in the startup ecosystem, having previously worked as the head of international business development for one of the leading crypto currency exchanges in Latin America. Patrick is a CFA charterholder and holds a degree in Finance from The Moore School of Business at The University of South Carolina. He speaks English, Portuguese, and Spanish.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Copywriting
    Financial Writing
    Investment Strategy
    Forex Trading
    Financial Planning
    Investment Research
    Financial Management
    Finance & Accounting
  • $125 hourly

    • 5.0/5
    • (2 jobs)
    From strategic decision making to tactical technicalities, I’ll understand your objective. You and I can approach your project in a meritocratic or directorial manner. Whichever way you take us, your success is at the forefront. I’ll ensure my strengths are tailored and complimentary to you and your project. I can maneuver in and out of the bigger picture while still providing value, aligning interest, and understanding risk. Ultimately, I believe bearing your overall thesis is key in every action, no matter the role. Entrepreneurs, C-Level and the alike are whom I tend to attract, all with varying needs. This ranges from assessing risk-management layers of potential investments or financial analysis of IS/BS/CF statements of portfolio and private companies. To building advanced, 3-Statement LBO or DCF valuation models. The menu’s wide, so below I’ve broken down the details by Skillsets, Sectors, and Asset Class. Lastly, I’ll provide examples then highlight case studies from a few of these categories in hopes of bonding a structured foundation of who I am professionally. Which in turn, makes your decision-making easy and fluid. Abstract: I start out with some core-strategic skillsets which show the traits and guiding principles I not only live by but see through while managing projects. This is followed by my core-technical skills which provide more utility and surface value to your project; also, probably where you’ll look first. I list most sectors because my industry exposure is vast. With asset classes, my hands-on experience is in alternative assets and equities & stock. However, I do understand the others and it’d be interesting to explore them sometime. What I hope to accomplish here is a match of my skillsets to your project’s characteristics. If so, send me a message. If your feeling doubtful or question a match, still send me a message. Hope to work with you. Core-Strategic Skills: Adding Value Understanding Risk Aligning Interest Knowing the Numbers Enriching Operational Efficacy Calculated Implementation Simplifying Complexities Leadership Adaptability Soothing Conflict with Harmonic Solutions Core-Technical Skills: Excel Accounting Financial Modeling Financial Planning & Analysis Environment, Social, & Governance Valuation Capital Markets Portfolio Management Private Equity Mergers & Acquisitions Macro- & Micro- Economics Sectors: Information Technology Health Care Financials Consumer Discretionary Communication Services Industrials Consumer Staples Energy Utilities Real Estate Materials Asset Classes: Alternative Investments Equities & Stock Fixed Income Cash *Just created my account so almost finished with my last case study.
    vsuc_fltilesrefresh_TrophyIcon 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
  • $200 hourly

    • 4.6/5
    • (19 jobs)
    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.
    vsuc_fltilesrefresh_TrophyIcon 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
  • $135 hourly

    • 4.9/5
    • (60 jobs)
    Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and marketing materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors. Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services. A trilingual networker that has developed 250+ business, investment, and capital market opportunities, including regional strategies and connections with executives and investors in both North and South America, Stephen is considered a leading voice on investment between the Americas. Network includes 7.5K+ investor, executives and family office contacts paired with 3K+ financial institution relationships. Contacts span multiple geographies, including the United States, Canada, Mexico, Panama, Colombia, Peru, Chile, Brasil, UK, France, Germany, Spain, China, Japan and India.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Mergers & Acquisitions
    Startup Consulting
    Crowdfunding
    Finance
    Startup Consulting
    International Business
    Financial Management
    Financial Analysis
    Venture Capital Consulting
    Private Equity
    Corporate Finance
    Fundraising
    Investment Preparation
  • $50 hourly

    • 4.9/5
    • (39 jobs)
    Are you and your business stuck staring at an old, frustrating, and confusing financial model that does not deliver any relevant information and, at worst, gives you inaccurate information? Are you wasting countless hours shuffling through manual reports, spending weeks to create pitch decks and business plans, and other laborious back-end financial reporting projects that cost you valuable time? You should be free to work on your talents, NOT mind-numbing financial modeling, visual presentations, investor pitch decks, and business plans. There are better ways to utilize technology to create seamless models, dashboards, decks, and processes that automate these financial analytics and business planning problems! I help companies create and automate their financial reporting, create compelling pitch decks and business plan narratives, translate data into easy-to-read dashboards, and eliminate tedious financial models with easily understood and adjustable models. To achieve this, I can work with a variety of financial software tools (Microsoft Office, Google Suite, QuickBooks, Axiom Reporting, and R) that are tailored to your specific business needs! I can add value to your business by providing: ● Easily understood financial models that can be utilized across your business and provide insightful observations. ● Data analytics and visualization tools to discover trends to give you the competitive advantage. ● Simple and streamlined pitch deck and business plans to convey your business to both investors and stakeholders. ● Oversight of your FP&A and accounting activities to reduce reporting times and identify irregularities. How I work: ● I complete ALL of my work, so I am always available to walk you through all aspects of the model. ● I believe in clear, consistent communication with my clients throughout the process. I prefer to set up an initial video meeting/call to establish expectations and trust. I will also establish deadlines and provide feedback on the job whenever needed to ensure you are satisficed. ● I will never end a project until you are satisfied. I will always incorporate any and all feedback you provide into the next draft of the model, business plan, dashboard, or pitch deck. About Me: ● Possess a unique combination of financial analysis, modeling, business plan, business development, pitch deck, and data visualization work experiences. ● Offer over 7+ years of financial planning and analysis (FP&A) knowledge, 5+ years of accounting/financial reporting expertise, and 5+ years of data visualization development and pitch deck and business plan creation experience. ● Served as an outsourced busines plan and pitch deck and business plan creator to businesses in the technology, SaaS, real estate, healthcare, FinTech, non-profit, aviation, education and manufacturing spaces. ● Developed and published over 50+ executive level and operational Power BI, Google Studio, and Microsoft Excel dashboards/visual tools using data from a variety of business areas and data sources. ● Hold a Banking and Financial Economics degree and active financial modeling credentials. My career engagements include billion dollar, publicly traded commercial banks (3x), entrepreneurial ventures - bootstrapped (1x) and venture-backed (2x), and a venture capital fund. I have broad and deep financial expertise coupled with experience in financial analysis, financial modeling, pro-forma financial statements, FP&A, mergers and acquisitions (M&A) analysis, business plans, pitch decks, credit scoring, credit risk analysis, liquidity risk analysis, company strategy, business models, loan analysis, commercial banking analysis, investment analysis, stock analysis, scenario analysis, sensitivity analysis, compensation analysis, technical analysis, fundamental analysis, product strategy, balance sheet, income statement, accounting analysis, capital expenditures (CapEx), leveraged buyouts (LBO), dynamic revenue modeling, waterfalls, capital raising, due diligence, deal structuring, exit negotiations, Series A, Series B, capitalization tables, KPI dashboards, OKR dashboards, and investor narratives.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Accounting
    Pitch Deck
    Microsoft Excel
    Balance Sheet
    Income Statement
    Cash Flow Modeling
    Financial Reporting
    Financial Modeling
    Financial Forecast
    Risk Analysis
    Investment Strategy
    Investment Research
    Financial Analysis
  • $100 hourly

    • 5.0/5
    • (3 jobs)
    I’m an active trader who specializes in complex options. I know how trade stocks and manage portfolios.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Investment Strategy
    Financial Services
    Technical Analysis
    Portfolio Management
    YouTube
    Forex Trading
    Investor Overview
    Stock Management
    Stock Option Agreement
  • $175 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
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Startup Consulting
    Company Valuation
    Loan Approval
    Finance & Accounting
    Investment Research
    Private Equity
    Due Diligence
    Mergers & Acquisitions
    Business Valuation
    Business Development
    Capital Markets
  • $125 hourly

    • 5.0/5
    • (3 jobs)
    I began my career with PricewaterhouseCoopers as a CPA (auditor), and thereafter was a Director of Capital Budgeting and Financial Planning for a Fortune 500 communications company. After earning my MBA from Northwestern University, I began a career on Wall Street as an investment banker working for several highly regarded investment banks. As an investment banker I executed over 200 financing and M&A transactions across multiple industries (over $2B in debt and equity raised), I advised hundreds of public and private companies and worked with the top VC firms in Silicon Valley. I have also served as a Sr. VP of Finance for a publicly held energy company and have assisted multiple companies as both a full-time and fractional CFO. I have spent my entire career helping entrepreneurs build their businesses and create shareholder value. I look forward to working with you and helping you to exceed your own business goals and objectives. CFO Skills: Capital and Financial Budgets Financial Modeling Accounting & Reporting Internal Controls Process Improvement / Systems Efficiency Financial Analysis Cost Reduction Dashboards Board Presentations Vendor Management & Negotiations Start-up Formation & Organization Financial & Capital Raising Skills: Investor Presentations (PowerPoint and Investor Presentation Skills) Private Placement Memorandum Executive Summaries Banking / VC / Investor Introductions Financial Modeling (Capital Raising/M&A) Valuation Mergers & Acquisitions Consulting Due Diligence & Transaction Support Term Sheet / M&A Negotiations Deal Structuring Investor Relations Technical Skills & Other Skills: Strong Excel and PowerPoint (I have built over 1,000 financial/investor presentations) QuickBooks and other similar accounting software Flowhub, Portal42 and other retail-focused POS Video Editing (Camtasia, et al, multiple technical youtube videos online) TEFL Certification Mark Finckle Experience: CFO, Investment Banker (20 yrs.), Capital Raising/ Start-ups Specialist, MBA (Northwestern U.), CPA (Formerly w/ PWC)
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Financial Analysis
    Sales
    Coaching
    Presentation Design
    Teaching
    Venture Capital Consulting
    Business Presentation
    Private Equity
    Employee Onboarding
    Startup Consulting
    Presentations
    Financial Planning
    Data Visualization
    Training
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