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  4. (Current) Portfolio Performance Modeling Specialists
  • $75 hourly

    • 5.0/5
    • (32 jobs)
    🏆 Real Estate Developers with Financial Modeling Scenarios? 🏆 Small to Medium Startups in need for top-tier Capital Raising Advice? Specialized in Financial Models Construction, My Talent and Passion is to help YOU make SENSE of all your numbers, STOPPING the FRUSTRATION with the accounting mess and start GROWING your business. From $+100M Real Estate M&A Deals to +80M$ in F&B Startup Valuation, my clients successfully grow their business campaigns and save months of works by automating all their financial evaluation process. With 6+ years of Equity, Real Estate and Startups Valuation, I delivered quality in high stake high budget projects for clients from all around the world. ▶️ If you're just starting - you'll know where you stand when it comes to your business' finances. ▶️ If you've been in the market – you’ll get to optimize your operation structure, effectively utilized of your resources. ▶️ If you're mature and want liquidation – you’ll receive valuations for multiple strategic scenarios. have confident meeting with investors and always be conscious as you transition through the M&A process. 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” Working with me, you will: ✅ STOP STRUGGLING how to make sense of your business – I will handle the ANALYSIS, DUE DILIGENT, PRESENTATION & INTERPRETATION ✅ Understand the Quantitative Impact of your STRATEGIC decision ✅ Confirm your deal profitability. Making sure that your M&A intuition is CORRECT ✅ SAVE MONEY and TIME by taking my high-quality work and reusing it for future deals. ✅ Be supported for ANY problems that arise (even after work completion) ✅ Get delivered PRECISE, INVESTOR-GRADE, HIGHLY CUSTOMIZE forecast model that raise capital From Small Startups Founders to Large Real Estate Developers, My clients are raising capital at high-stakes, and I help them crush it. My personal favorite clients feedbacks (check my review and portfolios below): ⭐ “Thanks to Anh's work, our startup managed to complete our FIRST capital raising successfully” ⭐ “Anh Nguyen was a lifesaver during our acquisition! He dove into our numbers, cleared up the confusion, and gave us a clear game plan” ⭐ "Thanks to Anh, we're ready to confidently go into meetings with buyers, and have an invaluable tool to use for future forecasting and strategy." ⭐ "His availability, positive approach & speed at which he turned around tasks was super helpful and to a very high standard. I couldn't have done it." ⭐ “If you need financial expertise for your company’s fundraising, you want Anh on your Team !!” 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) 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. -------------------------------------------------------------------------- F.A.Q. Q – What industries do you normally work with? A – My largest projects falls into 3 categories: (1) Food & Beverage, (2) Banking and (3) Real Estate. However, I worked with numerous Small to Medium Companies from variety of industries including e-commerce, technology, online marketing, F&B, agriculture and online education. Q – What software/tools do you use for your work? A – Currently, I am highly proficient in Excel and other Microsoft Products and did most of my analysis there. For computation heavy tasks such as sensitivity analysis and simulation, I apply Python and Pandas as supplement for efficiency. Additionally, I am currently learning to develop my programming skills to further enhance the quality of my works. If any of that sounds great, lets jump to a quick call (free of charge). Thank you for reading, Tien Anh Finance Expert
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Google Sheets
    Equity Research & Analysis
    Equity Valuation
    Business Analysis
    Data Analysis
    Microsoft Excel
    Chartered Financial Analyst
    Financial Projection
    Financial Analysis
    Financial Modeling
    Business Valuation
    Finance
    Python
  • $20 hourly

    • 4.7/5
    • (81 jobs)
    Detail-oriented real estate analyst and underwriter with an Engineering degree from Purdue University and an MBA from Babson College. I have lived and worked in the US, China, and India, and bring with me an international perspective. I have analyzed over 500 deals in various sub-segments across the US and my experience includes: - Multifamily real estate underwriting - Commercial (NNN/FSG/MG leases) real estate underwriting - Self storage real estate underwriting - Performing detailed comps analysis - Creating business plans for value-adds - Analyzing Other Income opportunities - Waterfall, Promote Interest, Preferred Returns - Financial Modeling - Debt (agency vs private, fixed vs variable rates, using forward curves) - Making appraisal reports - Evaluating demographics and macro data for specific locations I can analyze rent rolls, offering memorandums, T12s, etc. I have also extensively used redIQ (including valuationIQ and model generation), YardiMatrix, CoStar, Stortrack, and MS Excel including advanced functions for dynamic financial modeling. I am well-versed with data sources like Neighborhood Scout, FRED, BLS, FEMA, etc. used in evaluating a sub-market/location. I have also worked with multiple underwriting excel models and understand the nuances of various models as well as how the numbers flow through the various calculations. Working as a real estate analyst, I have developed a solid understanding of real estate partnership structures including promoted interest, catch-up, clawbacks, and various waterfall models. I can also model waterfall structures in Excel based on the Partnership/Operating agreement conditions. As an analyst, I can create investor memos, investor presentations, and content for offering memorandums. I can also write content and blogs for investors.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Real Estate Appraisal
    Real Estate Acquisition
    Waterfall
    Microsoft Word
    Equity Research
    Microsoft Excel
    Technical Analysis
    Financial Modeling
    Real Estate Financial Modeling
    Data Entry
    Investment Strategy
    Investment Research
    Writing
    Financial Analysis
  • $95 hourly

    • 5.0/5
    • (183 jobs)
    Accomplished Harvard-educated MBA executive with broad experience and recognized success in real estate acquisitions, finance, and development. Key role in over $6 billion in new multifamily construction projects and sales, with over 58,000 units during a 20-year period. Expertise in real estate taxation, appraisal, entitlements, feasibility studies, and real estate loans and syndications, including construction loans, tax-exempt bonds, and private placement syndications. Have developed numerous loan and equity feasibility packages for lenders and investors.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Construction
    Microsoft Word
    Financial Presentation
    Real Estate
    Valuation
    Microsoft Excel
    Financial Analysis
  • $139 hourly

    • 5.0/5
    • (18 jobs)
    With over two decades of senior leadership experience in the financial services industry, including roles as Head of Quantitative Analysis in prominent organizations, I offer a wealth of expertise in the realms of financial modeling, investment banking, and portfolio management. My extensive track record spans a wide array of projects, ranging from financial projections and company valuations to private equity fund structuring, credit modeling, and portfolio construction. Client Benefits: My seniority and in-depth experience uniquely position me to tackle projects laden with uncertainty and quantitative challenges. Beyond delivering meticulously crafted financial models, I provide valuable insights and strategic advice that empower clients to make informed decisions, navigate complex financial landscapes, and maximize their returns on investment. Why Choose Me: Monte Carlo Simulations: I excel at harnessing Monte Carlo simulations to quantify uncertainties and devise robust risk mitigation strategies, ensuring clients are well-prepared for the unknown. Real Options: Leveraging real options in company valuations, I bring a forward-thinking approach that accounts for flexibility and adaptability, a crucial aspect in today's dynamic business environment. Startup and Fintech Expertise: I bring a wealth of experience in valuing startups and fintech companies, understanding the unique dynamics and challenges of these industries. Derivatives and Hedging: My expertise extends to financial derivatives and hedging strategies, enabling clients to navigate the complexities of risk management with confidence. Educational Background: As an educator in esteemed universities, I've imparted knowledge in Master's degree courses encompassing Investments, Portfolio Management, and Financial Derivatives, showcasing my commitment to advancing the field of finance. Testimonials: 🌟 "Jose was responsive, thoughtful, kind, and very qualified. I highly recommend working with him." 🌟 "His skills and expertise in the lending industry gave us leverage and made our business more flexible." I invite you to explore my profile further and initiate a conversation through chat. Let's collaborate to unlock the full potential of your financial projects and drive success for your organization.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Financial Projection
    Microsoft Excel
    Derivatives Trading
    Portfolio Management
    Investment Portfolio Review
    Investment Strategy
    Investment Research
    Financial Risk
    Financial Analysis
    Business Modeling
    Risk Analysis
    Financial Consulting
    Real Estate Financial Modeling
    Financial Modeling
  • $250 hourly

    • 5.0/5
    • (40 jobs)
    - Specializes in building rigorous quantitative models for market traders and fund managers so that they can validate their investment theses and raise capital - Active financial licenses: SIE, Series 65, Life & Health - Past experience as a top analyst at Boston Consulting Group and Director of Quantitative Research at a $1.4B RIA - Designed an MLP portfolio that exceeded the benchmark Alerian index by ~3500 bps in actual live track record performance - Built out the pro formas and financial projections for a $20M VC fund in the midst of the coronavirus crisis - Uses a combination of MS Excel and MATLAB turn high-quality work quickly so that you get the most out of every billable hour and get started making money ASAP
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Cryptocurrency
    Model Optimization
    Stock Price Prediction
    Personal Finance & Wealth Management
    Stock Option Agreement
    Mathematical Optimization
    Mathematical Modeling
    Investment Strategy
    Bloomberg Terminal
    Quantitative Finance
    Portfolio Management
    Financial Risk
    Quantitative Analysis
    Financial Modeling
    Microsoft Excel
    MATLAB
  • $150 hourly

    • 5.0/5
    • (74 jobs)
    Investment consultant with nearly 20 years of experience blending qualitative and quantitative disciplines in both retail and institutional roles, providing solutions to clients’ toughest challenges. Innovative problem-solver who optimizes portfolios as well as processes & procedures. Primarily focused in asset allocation, portfolio construction & risk management with experience in research, thought leadership, and client-facing roles. Past focus on building investment and financial models as well as investment portfolios. CFA charterholder, previous Series 7 & 63 registration holder. Excel & VBA wizard. Current Role: Krug Investment Solutions, LLC *CEO Independent investment consultant providing OCIO services to financial advisors and institutional investors. Advising on matters of asset allocation, risk management, portfolio construction, due diligence, and thought leadership content. Previous Roles: BlackRock * Vice President, Portfolio Solutions Provided consulting on portfolio construction and risk management to assist financial advisors with asset allocation, portfolio structure and implementation decisions. Through dedicated coverage of RIAs, Private Banks and Family Offices, developed deep partnerships with high-AUM teams and their CIOs. Often considered a key stakeholder in their decision-making process. Prudential Financial Inc * Senior Associate, Research, Multi-Asset Class Solutions Drove the research and thought leadership effort within the newly created group, catering to public and corporate pensions, sovereign wealth funds and other institutional clients. Delivered insights on investment trends and opportunities for clients through white papers, general economic reports and custom client-driven projects. Bloomberg New York, NY * Metals & Mining Analyst, Bloomberg Intelligence Provided in-depth analysis, trade ideas, and data sets on industries and companies via the Bloomberg terminal’s equity research portal. Covered base metals, precious metals, iron and steel from a macroeconomic and industry perspective. Published thematic research, as well as bullish & bearish scenarios for professional investors, traders and portfolio managers. * Investment Strategist, Bloomberg Wealth Led the development of multiple aspects of the RIA’s investment process & hybrid robo-advisor platform, especially focusing on the investment policy framework and portfolio construction process. SEI Investments *Senior Portfolio Strategist, Global Portfolio Strategies Responsible for research, development, implementation, and ongoing oversight of SEI’s strategic and active global asset allocation program, including goals-based strategic portfolios & funds, as well as multi-asset objective-based funds.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Visual Basic for Applications
    Investment Research
    Investment Strategy
    Chartered Financial Analyst
    Portfolio Management
    Financial Modeling
    Microsoft Excel
    Financial Analysis
  • $125 hourly

    • 5.0/5
    • (102 jobs)
    ABOUT ME: - 25 years of professional experience - MBA Finance / Real estate financial modeling / Pitch decks - Civil engineer / Real estate development / Feasibility studies Welcome to my profile! I am a finance professional with a civil engineering background and 25 years of experience in Corporate Finance, Investment Analysis, and Real Estate Development. Here on Upwork, I am focusing on the following: - Helping developers structure their projects to attract investors - Assist investors with market analysis and real estate acquisitions Also, I have worked in a broad range of industries such as railroad, engineering design, mass media and information, mining, reforestation, and civil engineering construction. I possess strong written and verbal communication skills with a high degree of work ethic and commitment. I look forward to working with you. . Best regards, Leo
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Quantitative Analysis
    Corporate Finance
    Real Estate Financial Modeling
    Pro Forma Statement
    Microsoft PowerPoint
    Real Estate Investment Assistance
    Financial Modeling
    Cash Flow Analysis
    Cash Flow Modeling
    Real Estate
    Financial Analysis
    Pitchbook
    Commercial Lease
    Construction Estimating
    Construction Management
  • $250 hourly

    • 5.0/5
    • (135 jobs)
    ABOUT: 📰Featured in Wall Street Journal, NASDAQ, Microsoft News, CNBC, Business Insider, Yahoo Finance, Benzinga, Digiday, and International Business Times 🔝1% of Global Talent on Upwork in Business Intelligence & Data Visualization as an Expert-Vetted Program Talent Member 💲Entrepreneur Media Magazine Contributor 🗺️Visual Capitalist Contributor 👩‍💼 Founder of Omni Business Intelligence Solutions ("OBIS") ❌ EX-PwC (Financial Auditor & Business Intelligence Technology Consultant) 🧐 To learn more, please review the portfolio and client reviews section of my profile. CERTIFICATIONS: ✔️MIT Certified in Machine Learning and Artificial Intelligence ✔️NASBA Certified Public Accountant (NYS) ✔️Tableau Desktop Specialist ✔️Power BI | Power Apps | Power Automate ✔️Adobe Analytics ✔️RapidMiner Machine Learning Professional ✔️Adobe Experience Platform - Real-time Customer Data Platform (CDP) ✔️Alteryx Advanced Certification ✔️Google Analytics, Ads, Google Tag Manager & Looker Studio ✔️ACFE Certified Fraud Examiner EXPERIENCE & SKILLS: 📊📈🕵🏻‍♀️ Power BI, Looker Studio, Tableau, Business Intelligence, Data Visualization, Data Analysis, Machine Learning, Generative AI, Artificial Intelligence in Data Science, Natural Language Processing (NLP), Text Mining, Sentiment Analysis, Entity Recognition, Topic Modeling, Chatbots Development, ChatGPT, OpenAI APIs, Google Analytics, Google BigQuery, Supermetrics, Power Automate, Management Consulting, Alteryx, Python Programming, R Programming, ETL (Extract, Transform, Load), Data Mining, SAS, SPSS, AWS, Azure Machine Learning Studio, Cloud Data Management, Database Administration, CRM Analytics, Social Media Analytics, Time Series Analysis, A/B Testing, Data Governance, Data Privacy Regulations (like GDPR, CCPA), Project Management, Agile/Scrum, Stakeholder Management, Financial Analysis, Financial Forecasting, Budgeting, Cost Accounting, Financial Modeling, Certified Public Accountant (CPA), Auditing, Internal Controls, GAAP Standards, IFRS Standards, QuickBooks. CONTRACT POLICY: AS OF MAY 1ST, 2024, CONTRACTS OPEN WITHOUT ACTIVITY WILL BE CHARGED 1 HOUR PER MONTH TO KEEP IT OPEN.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Machine Learning
    RapidMiner
    Artificial Intelligence
    Forecasting
    Financial Reporting
    Supermetrics
    Visualization
    Presentation Design
    Dashboard
    Microsoft Power BI
    Looker Studio
    Tableau
  • $90 hourly

    • 5.0/5
    • (413 jobs)
    I'm an engineer who's been working with spreadsheets for over 40 years, creating a wide variety of Excel files, both for engineering work, and also for other projects (such as tax records, business data processing, payroll records, quotations / estimates, stock analysis, church recordkeeping, etc.). I've completed over 1000 different Excel projects for over 300 different clients, in the USA and around the world. My strengths are spreadsheet structure, complex formulas, and VBA macros. Whether you need a complex macro-enabled spreadsheet to automate data processing, or a simple one, I can deliver. NOTE that I work in Excel (for Windows). I do NOT work with Google Sheets or Excel for Mac, since I have found both of those platforms to have some significant incompatibilities with Excel for Windows. Also NOTE that my high number of open contracts is due to many of my clients leaving our Upwork contract open perpetually, so they can come back to me for additional projects. Also note that I have recently closed a number of these long-term (2+ years) open contracts, resulting in a number of "No feedback given" entries in my Job History. These were all satisfied, long-term clients (whom I am now working for directly); there is no feedback because the contracts were closed by me, rather than by the client.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Data Extraction
    Spreadsheet Macros
    Spreadsheet Skills
    Visual Basic
    Data Structures
    Data Processing
    Data Migration
    Data Analysis
    Macros
    Macro Programming
    Spreadsheet Software
    Data Cleaning
    Microsoft Excel
    Financial Analysis
  • $50 hourly

    • 4.9/5
    • (39 jobs)
    Reach out to me to analyze your data, create insightful & interactive visualizations, identify hidden patterns, read, load, clean, wrangle data with Python, Tableau, looker Studio, Google Big Query, Excel, Spreadsheets & R from various sources. I constantly seek value & insight from Data not only to satisfy customers but also to make informed decisions and stay ahead of the competition. For a reasonable fee, I provide my clients with unlimited support, clear explanations, well-documented codes, and actionable insights. I develop innovative analytical tools and techniques. My research papers and work experience on economics, statistics, stock market & portfolio optimization, credit-risk modeling, marketing analytics, SEO, machine learning classification, marketing budget optimization, healthcare, and data science/analysis are systematically accepted by leading peer-reviewed journals. My skills include machine learning, marketing analytics, data story telling, financial risk modeling and assessment. My main programming and query languages are Python MySQL/SQL, Google Big Query & R. My BI tools include Tableau & Looker Studio. I can tell beautiful stories with dashboards and data visualization, stories that will not only optimize production costs but also help in gaining competitive and comparative advantage. Importantly, I have skills in math and statistics essential to understand processes behind code and interpret outcomes from it. I have done my MBA with a focus on management, which means I'll be much more result-driven, but most importantly, putting customers & employers satisfaction at the heart of every data processing, analyzing, visualizing, and communicating. While minding the limited resources available to every organization, I'll always tell the most beautiful stories through data. I have worked as a Data analyst and financial consultant with day traders for years, helping them choose the right assets to make up a less risky portfolio with potentially high returns. Also, I have worked with an insurance company for a year as a data analyst. Thus, I understand finance from theoretical and practical sides and can apply code to analyze vast amounts of financial or other data efficiently. Considering my experience and domain knowledge in digital marketing (SEO, CTR, CLV, PPC, CRO, funnel optimization), marketing analytics, process optimization, and other business areas, I will focus on understanding your business goals and implementing solutions to make them come true. My skills include: ✔️ Data Science ✔️ Machine Learning ✔️ Deep Learning ✔️Marketing Analytics ✔️ Digital Marketing ✔️ SEO ✔️ RFM analysis ✔️ Interactive Visualizations/Dashboards ✔️ Descriptive statistics ✔️Inferential statistics (z-tests, t-tests, ANOVA, etc.) ✔️ Data Engineering ✔️ Python, R, SQL, Tableau ✔️ Google Data Studio, Google BigQuery ✔️ IBM Cognos, IBM Db2 ✔️ Computer Vision ✔️ Natural Language Processing NLP ✔️ CNN ✔️ Risk modeling (ARCH & GARCH, AR, MA, ARIMA, SARIMA, GHD, NIG) ✔️ Time Series Analysis (ARIMA, SARIMA, LSTM) ✔️ Educational Tutorials ✔️ Keras, Tensorflow ✔️ PyTorch ✔️ Web scraping ✔️ Pandas, Numpy, Scipy, Scrapy, Selenium, requests, ggplot2 KAHAROU BAWA BOUKARI
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Natural Language Processing
    Sales Optimization
    Data Scraping
    Customer Segmentation
    Machine Learning
    Statistics
    Data Analysis
    BigQuery
    SQL
    Python
    Tableau
    Looker
    Marketing Analytics
    R
  • $55 hourly

    • 5.0/5
    • (58 jobs)
    ⭐Ranked as the Best Presentation Designer in India ⭐Top 1% of the Upwork talent pool If you want a creative, skilful, and professional freelancer to help you get more sales or raise more money with your Presentation, you've come to the right place! If you collaborate with me, you will: ⚡ STOP WORRYING ABOUT MS POWERPOINT and how to use it ⚡GET A PERSUASIVE, VISUAL STORY of your business - let us take care of market research, competitor analysis, branding and narration ⚡NEVER HAVE TO WORRY ABOUT CONTENT AND ITS FLOW ⚡STOP FUSSING ABOUT MINOR DETAILS like spell-check and grammar-check And most importantly, ⚡ SPEND MORE TIME PREPARING FOR INVESTOR QUESTIONS - understand your business on all levels, analyze, get insights and be prepared to present confidently! So here are ways in which I can help you: ✔Pitch Deck Design ✔Sales Presentation Design ✔Business Presentation Design ✔Company Profile ✔Slide Clean-up ✔Integrating Brand Guidelines ✔Slide Transitions ✔Slide Animations ✔Research Papers to Presentation ✔Webinar Presentation I have a process in place for a successful collaboration and to provide you with the best value out of it. Here is what it looks like: 1️⃣ Ask you everything about the Presentation. We can get on a call too! This can include questions like: - Who is the target audience? - Will you be presenting in person? If so, what is the venue? What equipment will be used? - If you are sending the presentation out in soft copy, which format will be the best for you - What results do you want to generate out of this presentation? - What can I do to make you more confident while presenting? 2️⃣ Finalize the flow of the content (Content is king!) - Make sure it narrates the story accurately - Make sure the story is coherent throughout - The language and tone should be consistent with your brand - Lastly, no spelling or grammar mistakes in the deck (Nothing worse than that!) 3️⃣If you have a brand guideline we follow that. If not, I create branding based on your values. I will send the first few slides for review. If you like the design, we move forward 4️⃣Submit the first draft, incorporate any comments or feedback and deliver the final presentation However, before we move forward, it is best we get to know each other. So here's some background about me: ☀ Degree in MBA - Marketing ☀ 5+ years of experience working with MNCs, creating their marketing collaterals and brands ☀ 2+ years of experience working the Top Upwork clients ☀ Effective communication skills, high work-ethic ☀ Quick turnaround time ☀ 7+ years of experience working remotely and collaborating with Global teams If you want to stand out in your industry, I can help you! Click on the ✳️Invite to Job button on the top right corner of your screen to get in touch. Look forward to hearing from you! Hirangi P.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Visual Presentation Design
    Presentations
    Branding
    Product Description
    Informational Infographic
    Website Content
    Pitch Deck
    PPTX
    Google Slides
    Data Visualization
    Business Presentation
    Presentation Design
  • $20 hourly

    • 5.0/5
    • (44 jobs)
    A disciplined & self-driven professional accountant with creative, objective & problem solving approach. My experience and skills include the following: ● Diverse experience of reorganization, restructuring, startups & new ventures. ● Conducted variety of SWOT, PESTEL, due diligence, financial/non-financial/Legal reviews & wrote multiple related reports. ● Wrote comprehensive business review reports & business plans along with making detailed financial models. ● Experience of acquisition, merger, JV, liquidation, project financing, infrastructure financing, investment appraisal, valuation, bid analysis. ● Carried out Multi-level consolidations for management pack, audit, budget, projection & segment reporting. ● Experienced in performance reporting, KPI writing, cyclic meetings, operational reviews & data mining. ● Experienced in SAP, Oracle R12, EnY Sidat Hyder ERP system, in-house ERPs, hospital management systems & multiple ERP implementations. ● Carried out different functions in tendering process, RFPs & Group insurance policy management. ● Skilled in management of finance, accounting, treasury, costing, auditing, taxation, SOPs & operations. ● Experienced Analyst of Global Equity, Commodity and Derivative markets with trading experience. ● Advance user of MS Excel, Google Sheets and Power Bi.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Financial Writing
    Valuation
    Financial Reporting
    Writing
    Budget Management
    Data Analysis
    Business Intelligence
  • $110 hourly

    • 5.0/5
    • (39 jobs)
    AI engineer and quant with eight years full-time experience in Algorithmic trading strategies R&D, including: - researching and creating alpha and risk factors (indicators). - optimizing portfolios using CVXPY. - Testing factors and strategies pipelines using alphalens and zipline. - Optimizing strategies and trading systems using AI. - Performing paper trading/backtesting and statistical analysis for trading strategies. - Code strategies on a wide range of stacks, including Amibroker, MT4, Quantconnect, Quantopian, and using native languages such as R, C++, and python. I Built trading systems for a wide range of assets, including stocks, Crypto, and Forex.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Algorithm Development
    C++
    Deep Learning
    Artificial Intelligence
    Forex Trading
    Artificial Neural Network
    Quantitative Finance
    Cryptocurrency
    AmiBroker Formula Language
    Machine Learning
    Data Science
    R
    Python
    Data Analysis
  • $40 hourly

    • 4.9/5
    • (86 jobs)
    I believe there is a growing need for businesses and individuals to effectively analyze and understand their data. Not only does this help them stay competitive, but also helps in making informed decisions. My background in Networking and Security made me realize how important data analysis and visualization really is. Too much information or the lack of a streamlined view of it might as well mean NO DATA. Parsing through countless logs and alerts showed me how easy it is to miss an important event or misinterpret the message altogether. I aim to provide custom data analysis and visualization services, utilizing the latest tools and techniques to help you unlock the value of your data. From creating dynamic sheets to sophisticated and complex dashboards, I will help you understand and effectively communicate your information to your peers, helping drive informed decisions. I believe clean data will help you save time and resources by streamlining data processing and analysis, and providing actionable insights. I focus on quality and customer satisfaction, and I am dedicated to helping you make the most of your data.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Google Apps Script
    Data Scraping
    JavaScript
    Data Extraction
    Scripting
    Dashboard
    Grant Documentation
    NFT
    Tokenomics
    Technical Writing
    White Paper
    Blockchain
    Cryptocurrency
    Google Sheets
  • $125 hourly

    • 4.9/5
    • (63 jobs)
    -MBA with a decade of finance and data analytics -Discounted Cash Flow (DCF) Modeling -Financial modeling and reporting in Excel -Pro Forma, market analysis, investments I am a seasoned professional in finance. My work is based in model building and data analytics with emphasis on Discounted Cash Flows for venture investments. I have worked with 50+ companies to build out financial statements, understand operations and utilize many valuation techniques to present to investors. Thank you for taking a look at my profile and please let me know if there is something I can help you with. Thank you, Jami Segoria, MBA
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Corporate Finance
    Data Modeling
    Financial Reporting
    Financial Modeling
    Financial Analysis
    Visual Basic for Applications
    Data Analysis
    Microsoft Excel
  • $40 hourly

    • 4.8/5
    • (708 jobs)
    🎯 Expert Vetted + Top Rated Plus + over $1 million in Earnings I offer Complete CFO Support Services. The goal is to become a one stop finance, business planning and accounting solution for your company. We love working with Fractional CFOs, Coaches, Lawyers, Bankers and Consultants. We are trusted white label partners for over a decade for some of our clients. (Happy to sign NDA and Non circumvention agreements to protect your IP). Mission Statement: Partnering with clients to drive growth, profitability, and success I have graduated from Manchester Business School, England (A Top 20 Global B School) I am an Alum of IIM Bangalore and SRCC Delhi (India's top B schools). I also secured National Rank 14th in CA CPT Exams (CPA equivalent). I manage Efincatalyst, with a focus on offering Business and Financial Consulting. Highly advanced Finance and Excel modeling skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial projections and statements. I am also an expert in creating pitch decks, business plans and corporate presentations targeted at bankers and investors. I am also joined by my Partner- Jain, a Financial Consultant with expertise in offering CFO solutions, financial modeling, pitch decks, ICOs, Crypto, and investor fundraising. He is a CA (CPA equivalent), CFA L2 Candidate and has studied at Cambridge University (Sydney Sussex College), England. Software Stack Proficiency: MS Excel, Google Sheets, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, NetSuite, Zoho Books, Zoho Analytics, Fathom (FathomHQ) and MS Suite. ✅ Proficient in: ---------------- - Fundraising Business Plans And Investor Presentations - Pitch Decks and Pitch Books - Business Plan Writing - Investment Research - Financial Research, Planning, Analysis - Data Visualization and Analytics - Memorandum for Sale Presentation (Investor Memorandums) - Valuation Report and Analysis - Accounting and Financial Reporting - Financial Forecasting - FP&A SaaS Ops - M&A LBO Modeling - Real Estate Modeling - Investor MIS KPI Dashboards ✅ Working With Me Can Be Beneficial In The Following Ways: -------------------------------------------------------------------- - Excellent Written and Spoken English Skills. (Published Writers) - ~60 Hours/week availability - Committed to finish projects in agreed deadline - Flexible working hours as per customized client timings - I provide project/job updates on a regular basis so that you can track the progress. - I will help you in all the different stages of the project. - I have traveled extensively across the United States, Europe and GCC. - 50% of our clients are from US and Canada, 30% from Europe and Middle East - We are happy to take both long term and one-off projects. We have been working with some clients for over 5 years on the platform. - We focus on supporting Startups, SMBs and Corporates Our USP: We love our profession. We love reading, talking and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives. Please feel free to have a no obligation call to understand if we can add value to your business.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Business Plan
    Financial Accounting
    Investment Research
    Financial Management
    Legal Consulting
    Bookkeeping
    Budget Management
    Business Analysis
    Business Valuation
  • $25 hourly

    • 4.9/5
    • (178 jobs)
    I am a Young and Dynamic Chartered Accountant. I run my Finance Practice under the name of MVA IntrinsicFinance. I believe in Ethical Working, Regular Reporting & Timely Delivery of the Service being provided! I believe in maintaining an Honest behavior with my Clients, and Value the feedback! I am well versed in the following Fields:- * Financial Analysis. * Accounting - for both Corporate as well as Individual Clients * Cost Accounting. * Taxation - Both Preparation & Consultancy. * Financial Statement Preparation. * Auditing (Internal Audits for Clients outside India, and Statutory + Internal for Indian Clients).
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Visual Basic for Applications
    Google Sheets
    Financial Planning
    Business Intelligence
    Tax Law
    Financial Analysis
    Financial Reporting
    Cost Accounting
    Bookkeeping
    Financial Modeling
    Business Valuation
    Microsoft Excel
  • $300 hourly

    • 5.0/5
    • (32 jobs)
    Edward Sapp is a real estate investment consultant with 7+ years of experience in real estate. Experienced: 7+ years in commercial real estate, including roles as Vice President in Investments and PM at Brookfield and Investment Banker at Credit Suisse Broad Exposure: Worked across asset classes (Multifamily, Retail, Self Storage, Office, Life Science, Student Housing) and strategies (loan workouts, M&A, public and private LBOs, portfolio management). Deal Experience: First-hand experience on large-scale and asset-level equity transactions, including: $11.4B Public Buyout and Privatization of Multi-Sectored, 100+ Property National REIT, $3.5B Sale of Life Science Portfolio to Sponsor, $1.2B Sale of Self Storage to Sponsor, $27.5B PM of Luxury Retail REIT Negotiator: Skilled in negotiating loan workouts for Brookfield's extensive retail portfolio, representing the firm in discussions with relationship lenders and special servicers Strategic & Analytical: Excel Modeling expertise, ranging from back-of-envelope calculations to complex 200+ asset corporate models for major portfolio companies. Capable of building and adjusting cash flow waterfalls with various return structures and distribution scenarios. Able to deliver advanced analysis within tight turnaround timelines. Data-Driven: Proficient in data mining, data visualization, and the use of software languages such as Python for real estate market analysis. Market Analysis: Developed national investment theses and ranking systems for real estate micro-markets using top-down data analysis and market trends from platforms such as Green Street, CoStar, Placer, REIS, AxioMetrics, US Census, RedIQ, Bloomberg, and more. Entrepreneurial: Adaptable and driven, seeking interesting projects of any size to apply my skills and knowledge in the real estate industry
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Mergers & Acquisitions
    Valuation
    Accounting Basics
    Real Estate Financial Model
    Real Estate Acquisition
    Real Estate
    Acquisitions
    Due Diligence
    Capital Markets
    Investment Research
    Investment Banking
    Asset Management
    Portfolio Management
    Real Estate Investment Assistance
  • $15 hourly

    • 4.8/5
    • (152 jobs)
    Hi! I’m Ali Shan Aslam, a seasoned Chartered Accountant and Fractional CFO with over 10 years of expertise. Throughout my career, I have successfully raised over $78 million USD and managed bookkeeping for more than 300 clients, significantly enhancing their financial operations and growth. My professional journey includes pivotal roles at KPMG in Audit and Advisory, specializing in financial audits and strategic advisory services. I excel in establishing and refining financial systems, streamlining accounting practices with industry standards, and offering strategic financing solutions to boost corporate growth. I am proficient in a wide range of financial tools and platforms, including Microsoft Excel, QuickBooks Online, Xero, Bill.com, Ramp, Expensify, Gusto, Rippling, Justworks, ADP, and SaaS Optics, ensuring comprehensive support for your financial needs. Let’s connect to explore how I can support your business’s success with expert guidance and robust financial management!
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Financial Projection
    Financial Consulting
    Financial Model
    Financial Modeling
    Financial Accounting
    CPA
    Financial Analysis
    Bookkeeping
    Accounting Software
    Microsoft Excel
    Payroll Accounting
    Bank Reconciliation
    Intuit QuickBooks
  • $80 hourly

    • 4.9/5
    • (1 job)
    I have 10 years experience in real estate valuation and acquisitions from residential appraising to short term rental and portfolio acquisitions. I obtained a Masters of Real Estate Development degree in May 2020. I've worked in both the traditional appraisal sector and in high growth start up environments.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    People Management
    Project Management
    Market Research
    Market Analysis
    Valuation
    Real Estate Acquisition
    Real Estate Appraisal
    Asset Management
    Residential Design
  • $95 hourly

    • 5.0/5
    • (13 jobs)
    I'm a financial markets professional with a background in software engineering (full-stack+data). - I've worked as a partner/portfolio allocator in a systematic cross-asset quant hedge fund in London. I was designing algorithms and leading a team, independently managing our projects to completion. - I set up a data infrastructure involving multiple industry-level APIs. - I have a strong knowledge of different asset classes (equity, commodities, FX, credit, rates...) and instrument modelling (options, bonds, etc...) - Dual expertise: as easy in software development as in portfolio management, accepting projects for both.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Investment Banking
    Investment Research
    Project Risk Management
    Data Processing
    Investment Strategy
    Algorithm Development
    Engineering Simulation
    Data Collection
    Data Cleaning
    Data Interpretation
    Marketing Analytics
    Statistics
    Data Analysis
  • $75 hourly

    • 4.9/5
    • (640 jobs)
    ﴿ Recognized by Startup City Magazine among '10 Best Consultant Startups 2016'. ﴿ Recognized by Silicon India Magazine among '10 Most Promising Financial Consultants 2018'. ﴿ Authorized service partners of RAKEZ-UAE ﴿ Authorized 'Perks & Services' provider of HUB71-ADGM Accelerator (UAE) ﴿ Financial Consultancy Partner of Atal Incubation Centre, BIMTECH (India) ﴿ Authorized Service Partner of Zoho, Wafeq Verified Partner and Quickbooks ProAdvisor Elite Level ﴿ 800+ Jobs completed, $800K+ earnings, 40,000+ hrs worked by our company on Upwork. ﴿ CMA / MBA / BTech. - Offering highly sought after combination of financial skills, business management skills and technical knowledge. ﴿ Top 1% in Excel Modelling, 1st Placed in Financial Forecasting and 'Top Rated' contractor on Upwork. We were consistently Ranked among Top 10 contractors on Elance under Finance Category. SERVICES OFFERED: 1. CORPORATE FINANCE ADVISORY We provide financial advice to enhance an organizations’ financial performance and increase its business value. We also provide valuation and corporate investment advice. 2. INVESTMENT ADVISORY/ EQUITY RESEARCH We provide investment advisory services in equities, mutual funds, commodities, and real estate. Our highly qualified and experienced research would guide you at every stage of investment to achieve the best combination of risk and reward. 3. ADMINISTRATION/IT (ACCOUNTING AND FINANCE) We provide support for any finance related admin work such as content for portals, database management, dashboards, performance reporting, client portfolio reporting, corporate presentations and preparing layouts for annual reports. Our experienced team is well versed with many tools useful in day to day data management like Microsoft Excel VBA, Access database, Dashboard builders, Myob, Zoho, Quickbooks etc. 4. MODELING/ ANALYTICS We are proficient in conducting all kinds of financial modeling and statistical analysis in MS Excel, SPSS, Frontline and @Risk. We are skilled in use of econometric tools like probability distributions, regression, co relation, co variance, Chi Square test, Z Test, T Test, ANOVA Analysis, and Monte Carlo Simulation. We are also expert Excel Dashboard builders. 5. STARTUP SOLUTIONS We provide end to end solutions to start-ups including business plan formulation for investors, financial forecasting, investor presentations and teasers, marketing plan, budgeting, strategic plan, e-commerce launch and fund raising consultancy.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Managerial Finance
    Investment Banking
    Business Valuation
    Private Equity
    Business Proposal Writing
    Business Analysis
    Financial Management
    Financial Analysis
    Strategic Plan
    Business Plan
    Real Estate Investment Assistance
    Corporate Finance
    Business Modeling
    Financial Modeling
    Microsoft Excel
  • $350 hourly

    • 5.0/5
    • (12 jobs)
    Analytical real estate finance professional with 15+ years experience creating value through diverse, innovative investment and asset management strategies for both institutional and non-institutional investors. Proven asset and portfolio management capabilities and responsive relationship management skills contribute to positive outcomes at property- and portfolio-level. Strategic thinker with ability to articulate complex investment structures and strategies to investors through both written and verbal communications.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Valuation
    Portfolio Management
    Asset Management
    Financial Modeling
    Real Estate Financial Modeling
    Real Estate Investment Assistance
    Investment Research
    Real Estate
    Microsoft Excel
  • $25 hourly

    • 4.7/5
    • (215 jobs)
    I am founder and principal consultant at Caston Corporate Advisory Services. We are a team of Seasoned professionals with proficiency in financial research, accounting, financial modelling, business valuation and investment banking. We are committed to top quality service delivery within agreed timelines. With more than 300 satisfied clients across the globe, Caston takes pride to be one of the most trusted service partners by its clients. Confidentiality remains a protocol. Our key service area include: - Financial Forecasting - Business Plan - Investor Presentation - Management and financial reports - Accounts payable reconciliation - Inventory reconciliation - Accounts receivable reconciliation - Business valuation - working capital management - Financial risk management - Financial due diligence - Credit Appraisal forms I am a CFA, and graduated in Commerce with more than 17 years of experience in corporate finance and advisory.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Business Writing
    Pro Forma Statement
    Due Diligence
    Cash Flow Modeling
    Investor Overview
    Chartered Financial Analyst
    Accounts Payable Management
    Business Valuation
    Investment Research
    Investment Strategy
    Cost Accounting
    Accounting Basics
    Investment Banking
    Microsoft Excel
    Financial Projection
  • $67 hourly

    • 5.0/5
    • (48 jobs)
    I am a seasoned finance and investment professional with a robust background in Economics and the prestigious CFA designation. Over the past decade, I have navigated a dynamic career in the Financial Sector, culminating in a wealth of expertise in Data and Statistical Analysis. During my early career, spanning over seven years, I served as an Investment Analyst with distinguished US Broker-Dealers, including Wells Fargo, Merrill Lynch, and UBS Financial Services. This phase allowed me to specialize in the strategic management and allocation of funds, employing a Global Balanced portfolio approach. My responsibilities encompassed navigating a spectrum of securities, from individually selected stocks and bonds to Mutual Funds and Structured Products. A key emphasis was placed on not only ensuring clients were well-informed but also educating them about their investments. Since obtaining the CFA designation in 2016, my professional journey has taken a global turn, marked by immersion in diverse cultures and professional landscapes. Venturing into freelance analysis, I engaged in projects worldwide, significantly refining my proficiency in financial analysis and modeling, Data and statistical analysis. Currently, as a Technical Product Manager for a US-based Investment platform specializing in asset management, I play a central role in ensuring product quality assurance. My approach involves navigating the nuanced intricacies of product requirements through close collaboration with developers and stakeholders, effectively bridging the gap between technical functionalities and overarching business needs. Key skills defining my professional toolkit include: - Proficiency in advanced applications: Excel, Word, PowerPoint, Tableau - Command over financial platforms: Bloomberg, Reuters, BarraOne - Expertise in ESG metrics and standards, SRI, and Impact Investment - Mastery in financial statements, proforma projections, and analysis - Precision in financial ratios calculation, company valuation, and analysis - Competence in GIPS reporting and calculations - Expertise in investment return calculation and investment advisory - Data Science: Statistical Analysis, Machine Learning, Deep Learning, Python As I navigate my career, I actively seek roles that offer professional development, present challenging projects, and provide continuous learning opportunities. My adaptability extends to a preference for dynamic work settings, where flexibility in location and schedule is valued and embraced.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Corporate Finance
    Software QA
    Quantitative Analysis
    Financial Reporting
    Investment Banking
    Asset Management
    Investment Research
    Business Valuation
    Statistics
    Financial Projection
    Financial Modeling
    Financial Analysis
    Company Valuation
  • $30 hourly

    • 4.9/5
    • (187 jobs)
    As a fractional CFO with over 10 years of experience, I specialize in providing financial leadership and strategic planning to businesses in the construction, real estate, and e-commerce industries. I have a proven track record of helping businesses navigate complex financial challenges, such as cash flow management, fundraising, mergers and acquisitions, and tax planning. I am highly skilled in financial modeling and data analysis, and I use these skills to provide valuable insights to business owners and executives, enabling them to make informed decisions that drive growth and success. My expertise includes: • Managing Accounting Systems – End to End Support from transactional bookkeeping to preparation of three statement financial statement. • Project Performance Tracking: I have set up a weekly reporting framework whereby weekly project performance calls are done. Based on the call, corrective actions are taken on any project that deviates from Budgets and expected outcome. • Setting up Procure to Pay (P2P) System for procurement of material and supplies with a specific focus on ensuring all costs are allocated to jobs. • Managing Accounts Payable: Building relationships with vendors to ensure credit line remain active and payment plans are in place in case of delay in payment. • Fundraising and Building Relationships with bankers and investors. • Payroll and Labor Compliance Reporting • Tax Compliance • Implementing financial systems and processes to increase efficiency and profitability. Whether you're a small startup or a large corporation, I have the expertise to help you achieve your financial goals. My services are flexible and tailored to meet your specific needs, whether you require ongoing support or a one-time project. Contact me today to learn how I can help your business thrive.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Google Sheets
    QuickBooks Online
    Inventory Management
    Ecommerce Performance Optimization
    Financial Reporting
    US Taxation
    Project Finance
    Compliance
    Financial Modeling
    Business Plan
    Fundraising
    Financial Analysis
    Xero
    Bank Reconciliation
    Cash Flow Statement
    Bookkeeping
    Zoho Books
    Microsoft Excel
  • $99 hourly

    • 4.9/5
    • (216 jobs)
    I am a financial analyst with 10+ years of experience working at a top Wall Street bank and as an independent financial consultant. I specialize in building complex financial models and have built 1,000+ models for companies that represent every industry and fundraising stage. My clients include major VC's, startups, and multinational corporations. To date, my models have been used to raise more than $1 billion in debt and equity capital. I have significant expertise in the FinTech, SaaS, Ecommerce, Franchise, Manufacturing/logistics, and Energy industries. I believe in the mantra: "Garbage in, garbage out". Building a financial model/analyzing any type of financial data is pointless if you don't first understand the economics of the underlying business. I seek to understand the message behind the numbers and build models that demonstrate that message without needless complexity. Every business is unique and the model I build for you will be too. My goal is to capture the forces that drive your business in a succinct, professional, and user-friendly form that will produce real insights about the nature of your pricing, operations, and scale. Pricing: New models: New models are priced on a fixed-price basis, with premiums being added for complexity and quick turn arounds. This ranges from $1,500-$4,000. The fixed-price includes an initial planning sessions, the first draft of the model, and a loom video walking you through every component of the model. After the first draft has been submitted, all subsequent changes will be billed on an hourly basis. The first draft typically encompasses 80-90% of total work. The first draft typically takes one week to complete, but for a premium price, I am able to turn around models in 2-3 days. Hourly work: hourly work at my profile rate is completed on a first come, first serve basis. Please allow for 2-3 business day turn arounds for requests at this rate. Given the volume of requests I receive, daily iterations are generally not possible. If you would like quicker turn arounds, I offer a priority rate 20% higher than my profile rate. If you hire me at this rate, I will prioritize your requests above all projects at my profile rate and can offer turn around times of 1-2 business days. FAQ's: Q: Do you build 3-statement models? A: Yes! ALL of my models roll-up to 3 balancing financial statements. This is an important quality control check that I use to error-proof my models. For that reason, I am unwilling to build income statement models (no balance sheets/statement of cash flows). Q: Can you provide non-modeling services (pitch decks, accounting, equity research)? A: As a freelancer, my strategy has been to focus on my area of max value-add, which is financial modeling. This has allowed me to scale my skillset to a high level. I am extremely efficient at modeling and am able to add significant value relative to my fees. Although I am capable of building pitch decks and completing other tasks that are expected of generalist financial analysts, my value add is much lower and time spent on these projects takes away from my capacity to take on modeling projects. Thus, I generally do not accept non-modeling requests. If your project includes a non-modeling component, I would recommend hiring a freelancer who specializes in those tasks for that portion of the project, as they will be a better value than me. Q: I already have a model. Can you update it? A: It is almost always the case that building a new model from scratch will be quicker and of a higher quality than attempting to modify an existing model that I didn't build. Thus, I am unwilling to work with existing models. However, an existing model can serve as an excellent starting point for collecting key inputs and planning a new model. Q: Are you available for model updates after the initial model is built? A: Yes! The vast majority of my clients are long-term relationships that began with an initial model build. Once your model is built, I am available to provide ongoing support at a cost that is much lower than hiring a full-time FP&A employee.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Management Consulting
    Venture Capital Consulting
    Startup Consulting
    Business Analysis
    Financial Modeling
    Business Modeling
    Business Valuation
    Financial Analysis
    Business Plan
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