Hire the Best Portfolio Performance Modeling Specialists

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Vajra R.

Nashik, India

$75/hr
4.8
309 jobs

I am a Financial Modeling Expert with 13+ years of experience supporting businesses across Infrastructure, Real Estate, Healthcare, Hospitality, SaaS, Technology, Startups, and SMEs. I help founders, CFOs, investors, and lenders raise capital, evaluate opportunities, and make strategic decisions through institutional-grade financial models, forecasting systems, and FP&A solutions. Areas of expertise include: ✔ Financial Modeling & Forecasting ✔ FP&A & Budgeting ✔ Fundraising & Investor-Ready Models ✔ Cash Flow Forecasting & Runway Analysis ✔ Business Valuation & DCF Analysis ✔ M&A & Investment Analysis ✔ Board & Investor Reporting ✔ KPI Dashboards & Business Intelligence ✔ Reporting Automation & Workflow Optimization I combine deep finance expertise with Excel, Power BI, SQL, Python, VBA, Google Sheets, and AI-powered workflows to build scalable forecasting, reporting, and decision-support systems. Whether you're raising capital, evaluating an acquisition, planning growth, or building a forecasting framework, I can help you develop the financial insights needed to make confident business decisions.

  • Financial Modeling
  • Discounted Cash Flow
  • Financial Analysis
  • Startup Consulting
  • Company Valuation
  • Microsoft Excel
  • Forecasting
  • SaaS
  • KPI Metric Development
  • Cash Flow Modeling
  • Sensitivity Analysis
  • Budget Planning
  • Financial Analysis & Valuation
  • Real Estate Financial Model
  • Dashboard
  • Python
  • SQL
  • Automation
  • Power Query
Romani N.

Minya, Egypt

$40/hr
5.0
68 jobs

✅ Top Rated Financial Modeler & Forecasting Specialist with 6+ years of experience building institutional-grade financial models, 13-week cash flow forecasts, and dynamic scenario-planning tools, backed by 30+ 5-star reviews on Upwork and consistently positive client feedback. ✅ I help founders, CFOs, finance teams, and operations leaders turn messy data into accurate, decision-ready financial models that support fundraising, budgeting, and strategic planning. ⭐ Here's what I can bring to your project ⭐ ✅ Advanced financial modeling: 3-statement models, DCF & valuation models, LBO models, startup financial models, and growth/scenario models ✅ 13-week rolling cash flow forecasts and short- and long-term liquidity planning ✅ Budgeting, forecasting, P&L analysis, and multi-scenario / sensitivity modeling ✅ Multi-currency financial models with consolidated P&L tracking and variance (budget vs. actual) analysis ✅ Advanced Excel, Power Query, and VBA for building, structuring, and automating financial models ✅ Building investor-ready models with clean assumptions, dynamic drivers, and audit-friendly structure ✅ Turning model outputs into executive-ready dashboards and reporting (Power BI, Looker Studio, Excel) ✅ Integrating accounting platforms (QuickBooks, Xero), CRMs, APIs, and CSV exports into a single reliable model ✅ Fast communication and highly responsive support throughout the engagement ✅ Genuinely focused on delivering accurate, durable, decision-ready financial models ⭐ Why clients choose me over other freelancers ⭐ ✅ Modeling Expertise: I build models that are accurate, transparent, and easy for non-finance stakeholders to follow ✅ Over-Delivering: I go beyond the brief — adding sensitivity checks, cleaner structure, and automation wherever it adds value ✅ Responsiveness: Clear communication and regular progress updates throughout the project ✅ Problem-Solving Mindset: I enjoy untangling messy financial data and complex modeling challenges ✅ Reliability: Clients trust me to deliver well-documented models that keep working long after delivery 🏆 Reviews & Feedback from Clients 🏆 ⭐⭐⭐⭐⭐ "Romani was an absolute pleasure to work with and exceeded every expectation we had for this project. He helped us successfully build both..." ⭐⭐⭐⭐⭐ "Excellent professional worker — resolved all issues and successfully completed the project. Very responsive and was happy to fix an issue..." ⭐⭐⭐⭐⭐ "Romani is very solution oriented and communicates clearly throughout the process. He shows strong patience and a calm approach..." ⭐⭐⭐⭐⭐ "Wonderful work and service from Romani. Would hire again with no hesitation. Thank you so much, Romani!!" ⭐⭐⭐⭐⭐ "10/10 – My go-to expert for anything Excel! I look forward to working with you again" 🛠️ Core Tools & Technologies Financial Modeling • Valuation (DCF, LBO) • Cash Flow Forecasting • Budgeting & Forecasting • Scenario & Sensitivity Analysis • P&L Analysis • Excel • Google Sheets • Power Query • VBA • Power BI • Tableau • Dashboard Design • KPI Tracking • Data Automation

  • Microsoft Excel
  • Google Sheets
  • Power Query
  • Microsoft Excel PowerPivot
  • Financial Model
  • Dashboard
  • Automation
  • Google Sheets Automation
  • Excel Macros
  • Excel Formula
  • Budget Planning
  • Financial Variance Analysis
  • KPI Metric Development
  • Data Visualization
  • Data Analysis
  • Financial Analysis
  • Business Analysis
  • Automated Workflow
  • Business Intelligence
  • Cash Flow Analysis
Gabriel S.

Bucharest, Romania

$125/hr
4.9
166 jobs

I help founders, investors, and corporate teams make faster, better capital and strategy decisions through institutional-grade financial modeling, valuation, and strategic analysis. As a former Big 4 consultant at Deloitte and PwC, with an MBA and an Engineering degree, I bring a rare combination of finance, strategy, and technical rigor. I have supported engagements that helped clients raise over $500M in capital, delivering models and analyses used in real investment and board-level decisions. 𝗔𝗿𝗲𝗮𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 Financial Modeling & Forecasting Integrated 3-statement models, budgeting, long-term planning, scenario and sensitivity analysis. Valuation & Transaction Analysis DCF, comparable companies, precedent transactions, LBO modeling, M&A support, and due diligence. Financial Planning & Performance FP&A, cash flow planning, performance tracking, and investor reporting. Fundraising & Investor Materials Pitch decks, investment memorandums, and financial narratives for capital raising. Strategy & Business Analysis Market research, business planning, competitive benchmarking, and growth strategy. Sector-Specific Modeling SaaS metrics (CAC, LTV, churn), energy and infrastructure, real estate models, and project finance. 𝗧𝘆𝗽𝗶𝗰𝗮𝗹 𝗲𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁𝘀 Fundraising preparation, investor reporting, acquisition analysis, budgeting and long-term planning, business case development, and turnaround or restructuring situations. I design every deliverable for decision-making clarity, with clean, audit-ready models, transparent assumptions, and built-in flexibility for scenario and sensitivity analysis. My work is structured to be used directly by founders, investors, and senior management. Experience spans AI and SaaS, energy and infrastructure, real estate, fintech, manufacturing, retail, public markets, and Web3. Tools and technical stack include advanced Microsoft Excel, VBA automation, financial forecasting systems, and cap table modeling. Top Rated and Expert-Vetted on Upwork, with consistent client feedback highlighting analytical depth, speed, and reliability. 𝗖𝗹𝗶𝗲𝗻𝘁 𝗙𝗲𝗲𝗱𝗯𝗮𝗰𝗸: 🗨️ “Exceptional as always, this is my 5th or 6th project with Gabriel and each one has been a smooth and efficient process with no delays. Have already engaged with him for another contract.” 𝗟𝘂𝗸𝗲 𝗗𝗲𝗮𝘀𝘆 🗨️ “Gabriel is extremely professional and completed the financial model on time. In addition to producing an excellent finished product he gives great advice, implementing things that we didn't think of.” 𝗔𝗻𝗱𝘆 𝗔𝗷𝗮𝘆𝗶 🗨️ “I can't wait to work with him again! He's a highly skilled and multi-faceted collaborator who's determined to help you cross the finish line.” 𝗗𝗶𝘅𝗶𝗲 𝗛𝗶𝗰𝗸𝗺𝗮𝗻

  • Financial Modeling
  • Valuation
  • Financial Analysis & Valuation
  • Financial Planning
  • Financial Analysis
  • Microsoft Excel
  • Business Planning & Strategy
  • Due Diligence
  • Financial Projection
  • Business Consulting
  • Business Plan
  • Business Analysis
  • Strategic Planning
  • Management Consulting
  • Real Estate Financial Modeling
  • Data Analysis
  • Budgeting & Forecasting Software
  • Project Finance
  • Accounting
  • Financial Plan
Anh N.

Hanoi, Vietnam

$75/hr
5.0
61 jobs

📌 You can have your financial model ready in 2-3 days. Over the last 7+ years, I’ve worked with 70+ businesses—evaluating $200M+ in deals and supporting billion-dollar portfolios—while helping clients raise $11M and reach $300M+ valuations. I know how to build models that get investors interested while helping you actually plan, test ideas, and make better decisions day to day. What I do: 1️⃣ Financial Models 2️⃣ Spreadsheet Automation 3️⃣ Valuation 4️⃣ Cap Tables 5️⃣ Pitch Decks Here’s a quick snapshot of the experience behind how I approach my works: • 7+ years of experience across Venture Capital, Corporate Banking, and M&A Advisory • $200M+ in project valuation, financial modeling, and deal analysis • Institutional-level automation and modeling experience (including work with Goldman Sachs) • Built models supporting $11M+ capital raised and $300M+ in valuation • Passed all 3 levels of the CFA Program • Helped 70+ businesses with financial planning, scenario modeling, and capital decisions Working with me is a straight 5-step process: Step 1️⃣ - Introductory call Step 2️⃣ - Work scope development detailed timeline, budget and delivery Step 3️⃣ - Delivery of the first version of the financial model Step 4️⃣ - Review and Delivery of the updated financial model Step 5️⃣ - If completely satisfied, approve the project and make payment Though I cannot help everyone, we will be a great fit if this is what you are thinking: 🚀 “I want to see the overall business operation and I want the BEST!!” 🚀 “I am NOT a financial expert. I know my business numbers, but I NEED an excellent accounting-based presentation” 🚀 “My financial data are ALL OVER the place, what should I do? I’m meeting my investors soon” 🚀 “I’m changing the direction of my business and its strategy. How would it IMPACT the profit. Will it be FEASABLE.” 🚀 “I am looking into several seem-to-be good investments, but I am NOT SURE. I DON’T wanna LOSE millions on these deals” Not every business is my clients, though – some signs we might not fit with each other: ✘ The company is struggled to stay afloat, losing tremendous capitals and fail to pay salaries (I can’t accept money while your people can’t pay their foods). ✘ Rather than in depth analysis, just need to bookkeep & tax filing (Daily & Regulated Activities) ✘ Show up only when needed, non-responsive to incoming messages (We all want to update on each other progress continuously) ✘ “Mutual Respect” is not of your core value (We all love working with people whom cherish our relationships) Sound like a good fit? Don't hesitate to contact me. I would be happy to provide more information about my services and answer any questions you may have. Let's work together to achieve success! Warm Regards, Tien Anh P.S. Regardless of who you choose, keep my profile handy in case you need me later. ------------------------------ 🏆 Top Rated Plus & 100% Job Success 🏆 ------------------------------ ⭐ ⭐⭐⭐⭐ $+1 Billion Portfolio Performance Automation "Working with Anh has been an absolute pleasure so far. He is clear with his communication and his work product is excellent. Highly recommended." – Joanna Lu, Portfolio Managing Director ⭐ ⭐ ⭐ ⭐ ⭐ Multi-Entity Consolidation & Budget Automation "Anh is incredible! He developed a consolidated budget model for our multi-entity corporation, incorporating hundreds of inputs that allow us to budget for current locations and forecast new openings. He is very responsive with a quick turnaround, completing this extensive budgeting model in just about a month. Even after the project was completed, he continues to provide quick support whenever we need adjustments to the model." – Russell Yam, CEO of Orbital Kitchens Holdings Group, Inc. ⭐ ⭐⭐⭐⭐ Investment Property Portfolio Model "Anh is honestly incredible. He has been working with me closely for nearly 2 years now on an extremely complex, ongoing project and has honestly been a lifesaver. He is sharp, great to work with and great at explaining/simplifying complex concepts to help with problem solving. Can't recommend him enough!" – Nicholas Melrose, CEO of ScaleApps

  • Portfolio Performance Modeling
  • Startup Consulting
  • Financial Management
  • Financial Modeling
  • Financial Projection
  • Python
  • Microsoft Excel
  • Google Sheets
  • Business Valuation
  • Chartered Financial Analyst
  • Data Analysis
  • Business Analysis
  • Visual Presentation Design
  • Presentation Design
  • PowerPoint Presentation
Vipul M.

New Delhi, India

$55/hr
4.9
452 jobs

I am a Real Estate Financial Analyst with over 6 years of experience in acquisitions, asset management, Development, financial analysis and institutional underwriting. I provide the analytical rigour needed for developers, syndicators, and investment firms to secure debt and equity for complex transactions. I provide clients with data-driven insights through active access to premium platforms, including CoStar, REIS, and Trepp. This allows me to validate market assumptions, track vacancy trends, and provide real-time sales and rent comps without requiring the client to provide their own data subscriptions. To date, I have built over 300 custom financial models from scratch and underwritten a substantial volume of deals, including 1,500 multifamily units and 1,000 commercial assets. I am an analyst with a background in financial analysis, underwriting, development feasibility, property management and bookkeeping, ensuring that every model is built on accurate, real-world operational data. Core Skills & Services • Underwriting: Multifamily, Self-storage, Retail, Office, Hotel, Industrial, and Mixed-use properties. • Financial Modelling: Ground-up development, Value-add, and 10-year Cash Flow projections. • Equity Structures: Complex GP/LP Waterfall modelling with tiered IRR/MOIC hurdles. • Market Research & Data Access: Submarket analysis and rent/sales comps using CoStar, REIS, Crexi, and Marcus & Millichap. • Asset Management: Yardi-based reporting, Asset Summary Reports (ASR), and Portfolio analysis. • Accounting: Professional Bookkeeping, Accounting, and T-12 Financial Normalisation. • Lease Analysis: Detailed Lease Abstracting and CAM/NNN recovery audits. • Investor Materials: Business Plans, Investment Memos, and Pitch Deck development. • Valuation: Comparative Market Analysis (Sales Comparison Approach). Technical Stack & Platform Access • Financial Modelling: Argus Enterprise, Excel (Advanced VBA/Macros), Bloomberg. • Market Data (Active Access): CoStar, REIS, Trepp, Crexi, Marcus & Millichap. • Property Management: Yardi (Expert), MRI, AppFolio, Buildium. Please reach out with any questions, or let’s chat about how I can help with your current pipeline. I look forward to getting in touch!

  • Microsoft Excel
  • Analytical Presentation
  • Microsoft PowerPoint
  • Real Estate Acquisition
  • Real Estate Financial Modeling
  • Financial Model
  • Real Estate Financial Model
  • Real Estate Investment Assistance
  • Water Distribution Modelling Software
  • Certified Financial Planner
  • Financial Analysis
  • Real Estate
  • Data Entry
Morgan M.

Los Angeles, California

$125/hr
4.9
78 jobs

If you're a founder preparing for a raise, an operator running scenario planning, or a deal team underwriting an acquisition, you already know the model has to be right. Imprecise assumptions and poorly structured outputs don't just slow things down, they cost you credibility at the worst possible moment. I build financial models that founders can put in front of investors, operators can make real decisions from, and deal teams can defend in a room. Every model is assumption-driven, stress-tested, and built so you can update inputs and see the impact instantly without touching a formula. WHAT I BUILD: - Startup and growth models for seed through Series B raises - 3-statement integrated financial models and forecasts - Acquisition and buy-side underwriting models - Unit economics, cohort analysis, and LTV:CAC modeling - Rolling forecasts and cash runway models - KPI dashboards and executive reporting WHO I WORK WITH: Founders preparing for investor conversations, operators running growth and scenario planning, CFOs needing overflow modeling support, and deal teams underwriting acquisitions. I've supported numerous businesses across a wide range of industries but primarily specialize in AI, SaaS, D2C, services, and franchise verticals. HOW I WORK: I operate like an embedded finance partner: fast-moving, strategic, and data-driven. I return clean, client-ready deliverables on a tight timeline. Most engagements are up and running within 24 hours of scope confirmation and are ready for review within 72 hours. If your model needs to hold up in front of an investor, a board, or a buyer, let's talk.

  • Business Valuation
  • Financial Modeling
  • Mergers & Acquisitions
  • Financial Analysis
  • Due Diligence
  • Discounted Cash Flow
  • Microsoft Excel
  • Financial Reporting
  • Private Equity
  • Venture Capital
  • Investment Research
  • Cash Flow Analysis
  • Corporate Finance
  • QuickBooks Online
  • Accounting
  • Budget Management
  • Strategic Planning
  • Startup Consulting
  • Investment Banking

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