The Best Investment Bankers For Hire In the United States

Check out Investment Bankers in the United States with the skills you need for your next job.

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$70 hourly
- 4.6/5
- (56 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

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
$115 hourly
- 5.0/5
- (21 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 advisory activities such as valuations, forecasting, and financial modeling, as well as business development activities such as business/market research, market segmentation, market sizing, cost-benefit analysis, RFP writing, contract management, and any 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 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 here 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. I look forward to working with you!

Investment Banking
Private Equity
Industry Research
Business Development
Mergers & Acquisitions
Business Strategy
Valuation
Investment Research
Microsoft Excel
Market Segmentation Research
Contract Management
RFP Writing
Market Analysis
Financial Modeling
Finance & Accounting
$90 hourly
- 4.8/5
- (76 jobs)
Hello! I am a financial analyst specializing in LBO models, fractional CFO services, and real estate models. The bulk of my work over the last two years has been building LBO models for family offices, private equity firms, and individual investors seeking to purchase businesses. I have built dozens of 3-statement LBO models for investors to assess the best purchase price and financing structure when acquiring a business. I have also helped investors find debt products and submit their targets for SBA approval to help source capital and execute a deal . My core competencies include the following: 1) M&A Models- My primary specialty involves building LBO models for investors looking to purchase small and medium-sized businesses in the middle market. I am able to utilize information on the company's historical performance and market segment to determine a fair offer range and am able to calculate the risk-return profile given different financing structures. I've also performed 409A valuations for early-stage and mature businesses. 2) Real Estate Models- I began building real estate models in 2021 starting with a hotel construction project in Las Vegas. I've steadily mastered this skill working on projects for multifamily, single-family-residential, mixed-use, RV parks, and retail properties. 3) Pitch Material Creation: I have worked on numerous pitch decks for companies in a range of sectors. If you would like an investment teaser or pitch deck produced feel free to contact me to discuss further.

Investment Banking
Microsoft Excel
Financial Report
Financial Modeling
Financial Analysis
MATLAB
Investment Research
Income Statement
Private Equity
Python
Finance & Accounting
Modeling
Mergers & Acquisitions
$100 hourly
- 5.0/5
- (7 jobs)
I am a seasoned expert in financial modeling, valuations, and crafting persuasive pitch decks, honed through numerous transactions within the realm of private equity. My expertise lies in crafting dynamic financial models designed for easy customization, facilitating the generation of critical financial metrics such as IRR, NPV, FCFF, valuation, MOIC, and other key returns. I have a strong proficiency in developing intricate discounted cash flow (DCF) models and integrated three-statement models tailored for various projects across diverse sectors. Furthermore, I have the flexibility to customize these models to meet your specific needs, aligning them precisely with your unique objectives and preferences. Creating versatile and captivating presentation decks, tailored to your preferences and requirements. Whether you're looking for a sleek and concise format or a more detailed and visually engaging approach, I can craft pitch decks that resonate with your audience. With a keen eye for design and an emphasis on conveying complex financial information in a clear and compelling manner, I ensure that your decks make a lasting impact and effectively communicate your message. Your vision, your style – I bring it to life in your presentation materials. My academic achievements include passing the CFA Level I exam with a score well above the 90th percentile. Furthermore, I hold a Bachelor's degree in Engineering, which equips me with exceptional mathematical and problem-solving skills that I've effectively applied to financial analysis.

Investment Banking
Real Estate Appraisal
Real Estate Acquisition
Real Estate
Real Estate Financial Model
Real Estate Financial Modeling
Real Estate Investment Assistance
Private Equity
Investment Preparation
Company Valuation
Valuation
Financial Model
Financial Modeling
$100 hourly
- 4.9/5
- (81 jobs)
I am a Chartered Financial Analyst (CFA) with over 20 years of finance experience spanning from Wall Street to the Middle East, I specialize in advising firms looking to raise capital from private equity and venture capital funds, family offices, and high-net-worth individuals (HNWIs). Additionally, as a licensed real estate agent in Miami, I specialize in residential and commercial transactions, often creating detailed financial models for these deals. I offer a range of tailored financial modeling solutions designed to meet the unique needs of each project. My models provide comprehensive and detailed analysis of financial status and performance, utilizing sophisticated methods commonly employed by Wall Street professionals to ensure accuracy and reliability. Customizable Features: 1) Comprehensive Analysis: In-depth examination of financial status and performance, tailored to your specific industry and business model. 2) Flexible Methodologies: Employing a variety of techniques used by Wall Street professionals, adapted to your project's requirements. 3) Scenario Simulation: Customized scenarios to simulate different business environments relevant to your industry and goals. Benefits: 1) Accurate Assessments: Ensures reliability in financial evaluations specific to your business context. 2) Strategic Insights: Provides valuable insights into financial health and performance, focused on your key metrics. 3) Risk Management: Identifies potential risks and opportunities under scenarios relevant to your business. 4) Informed Decision-Making: Empowers your business to make data-driven decisions based on tailored analysis. My flexible approach allows for the creation of financial models that are essential tools for businesses aiming to gain a deeper understanding of their unique financial position and prepare for various future scenarios specific to their industry and goals. Let's work together to create a customized financial model that empowers your business to thrive. Reach out now to schedule a consultation and take the first step towards financial excellence.

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
$250 hourly
- 5.0/5
- (37 jobs)
⭐️ M&A and capital raising expert with more than $6 billion in closed transactions ⭐️ 10 years IB experience (both middle market and Wall Street) ⭐️ Worked with clients in many industries across the globe (US, UK, Europe) ⭐️ Active entrepreneur, angel investor, and private equity investor ⭐️ CFA Charterholder & MBA I am a finance expert with over a decade of experience in investment banking, consulting, angel investing, and private equity. With a proven track record of advising clients on transactions worth more than $6 billion in the middle market and on Wall Street, I am excited to offer my expertise to assist you with any projects you may have. Throughout my career, I have worked with various companies, from start-ups to global enterprises, venture capital firms, and private equity funds, on sell-side and buy-side M&A, capital raising, strategic planning, and corporate development engagements. These experiences have provided me with a unique combination of financial expertise, strategic insight, and interpersonal skills that I bring to every project. I recently also founded a partnership of executives, entrepreneurs, and investors that invests in companies in the lower middle market. This allows me to maintain a constant pulse on the market and stay informed of the latest trends in many industries. My areas of expertise include the following: ✅ Wall Street quality pitchbooks, investor presentations, and information memoranda ✅ Sell-side M&A support: buyer screening/lists, process management, due diligence ✅ Buy-side M&A support: target screening & research, investment thesis, due diligence ✅ Financial analysis & modeling: three-statement models, budgeting, forecasting ✅ Valuation modeling: DCF, public comparables, precedent transactions, LBO ✅ Business plan writing ✅ Market research ✅ Interim CFO / VP of Finance / Corporate Development My promise to you: ✅ I am fully committed to delivering a project only with the highest quality ✅ I will always be transparent in my communication and provide timely updates ✅ I will not take on an engagement unless I can guarantee its success ✅ I can deliver time-sensitive projects expeditiously Please do not hesitate to get in touch. I am excited to work with you.

Investment Banking
Microsoft Excel
Accounting Principles & Practices
Chartered Financial Analyst
Valuation
Pitchbook
Capital Markets
Venture Capital
Pitch Deck
Startup Consulting
Financial Modeling
Company Valuation
Private Equity
Mergers & Acquisitions
Financial Analysis
$50 hourly
- 5.0/5
- (24 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.

Investment Banking
Quantitative Finance
Corporate Finance
Finance & Accounting
Business Valuation
Investor Overview
Financial Modeling
$200 hourly
- 5.0/5
- (3 jobs)
Focus on your business, leave finances to the experts. Your financial expertise on-demand - so you don’t waste time with spreadsheets. 🏆 17 years of experience in the financial sector holding investment banking and corporate lending positions at internationally recognized banking institutions including UniCredit and Societe Generale 🏆CFA Charterholder since 2013 I can help with the following: ✅ Financial Forecasting ✅ Financial Modeling ✅ Budgeting ✅ Cleaning up Historical Accounting ✅ Preparing for a Strategic Transaction ✅ Raising Capital (Debt/Equity) ✅ Resolving Cash Flow Challenges What my clients say about me: ★ Leveraging Stan's service has been much more cost-effective than hiring a full-time CFO would have been. We only pay for what we need, when we need it, without having to worry about the overhead costs of hiring a full-time employee ★ I can confidently say that partnering with Stan has been a game-changer for our business. His ability to provide us with a clear financial picture, along with his professional guidance, has led to better management decisions I possess extensive expertise across various sectors: • Consumer goods • E-commerce • SaaS • Fintech • Financial Institutions • Oil&Gas • Semiconductors • Car Dealers Next steps: 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner

Investment Banking
FinTech
Investment Research
Mergers & Acquisitions
Fundraising
Management Accounting
Management Consulting
Corporate Finance
Financial Consulting
Financial Analysis & Valuation
Financial Reporting
Microsoft Excel
Presentations
Financial Projection
Financial Modeling
$125 hourly
- 5.0/5
- (7 jobs)
I am a finance professional with more than 20 years experience in both an investment banking and a real estate investment capacity and I have completed more than $40 billion in M&A, corporate finance, and real estate transactions. I have extensive experience building financial models of all types, my Excel skills are first rate, and my attention to detail is impeccable. I look forward to working with you on your finance, real estate, and Excel projects, including (but not limited to): Real estate acquisition and development pro formas Financial budgets and operating/cash flow forecasts 3-statement financial models Corporate M&A models LBO models NAV, DCF, and other valuation analyses Calculation of investment returns (e.g. IRR, MOIC, accretion/dilution) Calculation of leverage and credit metrics Calculation of KPIs and other operating metrics Scenario analyses Labor models Business plans Pitch books and information memoranda Ad-hoc financial analyses Ad-hoc Excel formulas, templates, databases, pivot tables, charts, graphs, etc.

Investment Banking
Microsoft PowerPoint
Real Estate Investment Assistance
Real Estate Financial Modeling
Real Estate Acquisition
Real Estate
Mergers & Acquisitions
Microsoft Excel PowerPivot
Excel Macros
Excel Formula
Financial Analysis & Valuation
Corporate Finance
Microsoft Excel
Financial Projection
Financial Modeling
$250 hourly
- 5.0/5
- (28 jobs)
⭐️ M&A and capital raising expert with more than $10 billion in closed transactions ⭐️ 8 years IB and PE experience (LMM, MM and Wall Street) ⭐️ Extensive experience leading and executing buy and build investment strategies ⭐️ Active independent sponsor, private equity investor, and real estate investor ⭐️ Recently closed a personal deal raising $45m in debt and equity (December 2023) ⭐️ Focused on building long-term relationships and engagements Throughout my career, I have worked with many fortune 500 companies, elite private equity funds, and founder owned businesses on sell-side and buy-side engagements, debt and equity capital raising, strategic roadmaps, and corporate strategy. These experiences have equipped me with the required skillsets and knowledge to deliver exceptional results on every project. If you are looking to evaluate an investment opportunity, buy a business, conduct due diligence, build a financial model, create an investment presentation, conduct complex data analysis, raise capital, conduct a valuation on your business, or determine what you should pay for another business, I can help. I can help through all stages of acquiring a business beginning with the thesis and how to go about sourcing deals all the way through transaction structuring and close. I am very responsive, have clear communication and will be very upfront on what I can do for you and how I can help. Specific Focus Areas: ✅ Comprehensive M&A and business buying support: strategy and services ✅ Capital Raising: debt and equity for initial acquisitions or addons ✅ M&A Support: transaction structuring and negotiating, target and buyer screening lists and research ✅ Valuation Support Services: Individual business valuations, LBO, DCF, public comps, precedent private M&A transactions ✅ Capital Raising Preparation: Debt and Equity, inclusive of SBA loan applications and placement ✅ Capital Raising Presentations: Wall Street quality pitch books, teasers, investor presentations ✅ Complex Financial Modeling & Analysis: three-statement models, operating models, budgeting, forecasting ✅ Operational Analysis: customer and project databases, cohort and trend analysis ✅ Due Diligence Support: financial analysis, industry research, process management ✅ Search Fund Advising; Excel and PowerPoint Clean up; Market Research ✅ Business Coaching, Strategy and Advising Please feel free to get in touch if I can be of assistance

Investment Banking
Fundraising
Fundraising Presentation
Finance & Accounting
Corporate Finance
Capital Markets
Business Strategy
Personal Finance & Wealth Management
Microsoft PowerPoint
Investment Strategy
Investment Research
Financial Analysis & Valuation
Financial Modeling
Private Equity
Mergers & Acquisitions
$100 hourly
- 4.3/5
- (21 jobs)
I am a Quant who specializes in financial modeling, primarily in Excel. I am considered an expert in my field. I have vast experience across a variety of business types including Private Equity, Banking, Real Estate, Fintech, and manufacturing to name a few. I specialize in valuations and forecasting of all types including: - Investment Fund Projections (concentrated experience in Private Equity) - Real Estate Investment Valuations - IRR, NPV, ROI - Sales, Demand, and Cost Forecasting - Manufacturing/Production Modeling - Pro Forma Creation - Pitchbooks and Presentations I also specialize in automating workflow processes as needed. This involves taking the tasks of a person or group of people and streamlining these tasks wherever possible. This creates obvious time efficiencies and an increased ability to focus on analysis, rather than mundane tasks such as data wrangling, data reconciliation, and any myriad of verifications. I am confident that I can produce quality work for your firm/business/investment that is informative, mechanically streamlined, and aesthetically pleasing. I am passionate about what I do and love taking on new challenges.

Investment Banking
Executive Summary
Data Analysis
Business Strategy
Operations Analytics
Real Estate Investment Assistance
Financial Projection
Business Plan
Financial Analysis
Company Valuation
Forecasting
Microsoft Excel
$140 hourly
- 4.1/5
- (122 jobs)
-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

Investment Banking
Startup Consulting
Venture Capital Consulting
Investor Overview
Fundraising
Corporate Finance
Financial Writing
Corporate Strategy
Business Valuation
Financial Modeling
Pitchbook
Company Valuation
Business Plan
Financial Analysis
$100 hourly
- 5.0/5
- (36 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.

Investment Banking
Web Development
Microsoft PowerPoint
Mergers & Acquisitions
Management Consulting
Financial Statement
Financial Modeling
Microsoft Word
Microsoft Excel
$75 hourly
- 5.0/5
- (28 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.

Investment Banking
Project Management Professional
Asset Management
Hospitality
Private Equity
Portfolio Performance Modeling
Valuation
Financial Analysis
Microsoft Excel
Presentations
Financial Modeling
$150 hourly
- 5.0/5
- (81 jobs)
I am a Professional EOS Implementer and Fractional Strategic CFO. I have more than 20 years of business advisory and investment banking experience. I help business owners build a better life and a more valuable business. All four of my grandparents were entrepreneurs, my father is an entrepreneur, and my mother is a schoolteacher. By about 10 years old I knew that “I wanted to buy and sell companies” when I grew up. Over the past 20 years I have worked with hundreds of companies in transactions worth billions of dollars. As an investment banker I was a right person, right seat problem. I GWC’d (got it, wanted it, and the capacity to fill) my seat, but I didn’t fit a traditional investment banks unstated core value – they want to sell your company today. I didn’t always want to do that, I wanted to help, and it was a problem. I founded RedShift Advisors in 2018 to serve the owners of businesses in the lower middle market with approximately 10-250 employees. I believe the owners and managers with companies of this size are underserved in many ways. I have developed a proven process to help owners build a better life and business. My proven process solves problems, reduces risk and increases value. I believe my service is the best investment available to most business owners. What is a better life and a more valuable business worth to you? With my service, there is no contract, and I guaranty that you receive value. If you do not, you do not pay me. I work exclusively for entrepreneurs and owners. I do not work for private equity groups, venture capital investors or public companies. I am an independent advisor - I am free of conflicts that come from working for or with another business. 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

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
$100 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.

Investment Banking
Data Entry
Data Analysis
Data Visualization
Financial Modeling
Spreadsheet Software
Microsoft Excel
Finance & Accounting
Financial Analysis
$150 hourly
- 5.0/5
- (16 jobs)
🚀 On a Mission to Accelerate Your Business toward Financial Health & Success through Strategic Planning & Financial Management 📊 Countless Financial Models Created, $3B of Deal Flow Directly Managed, 500+ Businesses Evaluated 🛒 Comprehensive & Integrated Services - Take Care of Your Fractional CFO, CPA-Managed Bookkeeping, Tax, Payroll & Financial Reporting with a Single Partnership We are Industry Agnostic, QuickBooks Pro-Advisor-Certified and Ready to Support Startups & Small Businesses of All Sizes ✅ What Sets Us Apart: ⭐ Strategic Partnership - We Learn Your Company, Strengthen Your Business Plan & Work to Position You for Success. ⭐ Customizable - Tailored Packages Based on the Model You Need. ⭐ Insider Perspective - Deep Buy and Sell-Side M&A and Fundraising Experience. Owned and Operated Businesses from $0 to $500M in Revenue. Select Services: Fractional CFO | Financial Management | FMVA-Certified Financial Modeling & Analysis | Strategy & Corporate Development | Bookkeeping | Tax Preparation & Strategy | Payroll Processing | Financial Reporting | Startup Support | New Business Entity Setup | Exit Planning | Mergers & Acquisitions | Small Business Consulting *Please note that we only have capacity to bring on one additional client each month. We look for long-term relationships with growth-minded, collaborative clients. **FYI, this quoted $150/hour rate is for our CFO and consulting services. Our bookkeeping rate is $50/hour. Our financial modeling rate is $100/hour.

Investment Banking
Financial Modeling
Business Valuation
Fundraising
Corporate Strategy
Financial Management
Product Strategy
Corporate Finance
Business Modeling
Program Management
Team Management
Management Consulting
Business Analysis
Strategy
Mergers & Acquisitions
$90 hourly
- 5.0/5
- (25 jobs)
Former CFO, excel master. Passionate about finance, scenario planning and valuation. Founder mindset.

Investment Banking
Pitchbook
Investor Overview
Business Analysis
Financial Accounting
Management Consulting
Financial Writing
Business Consulting
Managerial Finance
Corporate Finance
Project Finance
Python
$70 hourly
- 4.6/5
- (39 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.

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
$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.

Investment Banking
Copywriting
Financial Writing
Investment Strategy
Forex Trading
Financial Planning
Investment Research
Financial Management
Finance & Accounting
$50 hourly
- 5.0/5
- (3 jobs)
With a deep foundation in both monetary economics and financial markets, I’ve developed a keen understanding of how banking systems, liquidity management, and risk pricing shape global and domestic finance and investment landscapes. My expertise spans key areas such as direct and indirect finance, shadow banking, credit derivatives, and central banking, which I apply to my work in financial analysis and investment strategy. I put a focus on liquidity management, capital allocation, and intermediation in the banking system, to provide insights into market movements and investment opportunities. By integrating key financial concepts and understanding the relationship between liquidity constraints and price formation, I’m able to evaluate how global events, such as shifts in central bank policies or fluctuations in capital markets, impact asset prices and investment portfolios. This combination of academic rigor and practical application allows me to help clients and organizations navigate complex financial environments with informed decision-making and strategic foresight, particularly in areas such as portfolio management, asset allocation, and risk mitigation in both domestic and international markets.

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
$300 hourly
- 4.6/5
- (23 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.

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
$90 hourly
- 5.0/5
- (12 jobs)
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.

Investment Banking
Personal Finance
Finance
Finance & Accounting
Analytical Presentation
Spreadsheet Software
Spreadsheet Skills
Google Sheets
Private Equity
Microsoft Excel
Financial Analysis
$50 hourly
- 4.6/5
- (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.

Investment Banking
Risk Analysis
Balance Sheet
Investment Strategy
Investment Research
Financial Reporting
Financial Modeling
Cash Flow Modeling
Financial Analysis
Income Statement
Microsoft Excel
$50 hourly
- 5.0/5
- (5 jobs)
I’m an active trader who specializes in complex options. I know how trade stocks and manage portfolios.

Investment Banking
Inventory Management
Portfolio Management
Investor Overview
Forex Trading
Investment Strategy
Technical Analysis
Stock Option Agreement
Finance & Accounting
YouTube
$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

Investment Banking
Company Valuation
Loan Approval
Finance & Accounting
Due Diligence
Private Equity
Capital Markets
Investment Research
Mergers & Acquisitions
Business Valuation
Startup Consulting
Business Development
$350 hourly
- 5.0/5
- (3 jobs)
I'm a 2x founder and former high-finance guy with over a decade of experience building and investing in businesses, raising capital, and consulting with founders. Check out my website and offering here: eddymikes.com I've personally raised over $30 million of capital across multiple asset classes from angels and early stage startups to institutional asset managers and alternative investment funds, and I actively maintain a deep network of investors and buyers. I started my career with a decade of investment banking and private equity experience. I can be helpful in multiple contexts depending on what you need, from simple pitch deck reviews and feedback to full blown business idea validation, pitch deck creation, modeling and investor/buyer introductions. For new businesses, I can help isolate the key needle-movers investors expect to see when assessing your business and position your company in a way that's clear, compelling, and generates the RIGHT follow up questions. Reviewing and/or working on your pitch or working with you to validate your idea in the market makes sense here. For investor/buyer introductions and access to my network, I'm happy to work with you if your business meets the following criteria: - You have a fully working/deliverable product or service. - You have traction (i.e. people are consistently paying you for your thing). - You are a "traditional" business. This one is subjective, but I steer clear of deep tech, crypto, and highly specialized technology like renewable energy, etc. (traditional SaaS and tech-enabled services are okay) Specific skills include: - Company positioning and storytelling - Pitch deck creation - Investor/buyer outreach strategy - Investor/buyer introductions - Business validation exercises - Financial modeling and valuation - Dataroom preparation - Deal structuring and contract advice - Fundraising and sale process management I'm a big believer in overcommunicating, so you will always have a clear picture of where things stand. Let's work together!

Investment Banking
Venture Capital Consulting
Startup Consulting
Business Consulting
Financial Analysis & Valuation
Private Equity
Venture Capital
Mergers & Acquisitions
Startup Pitchbook
Pitch Deck
Brand Positioning
Market Validation
Financial Modeling
Entrepreneurship
Fundraising
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