Hire the Best Portfolio Performance Modeling Specialists

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Vipul M.

New Delhi, India

$55/hr
4.9
474 jobs

I am a Real Estate Financial Analyst with over 7 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
Joseph O.

Austin, Texas

$99/hr
5.0
383 jobs

𝗧𝗼𝗽 𝟭%; 𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 𝗣𝗹𝘂𝘀 ✅ | Ex-JPMorgan | CFA | $1BN+ raised by my models | 99% JSS | $600k total earnings I am a financial analyst with 10+ years of experience at a top Wall Street bank and as an independent financial consultant. I specialize in building, managing, and maintaining financial models, and advising businesses through model-driven insights. I've completed more financial modeling projects on Upwork than any other freelancer: 500+ engagements, 100% Job Success, Top Rated Plus, over $1BN raised on my models. CFA Charterholder. Financial Modeling I build investor-grade 3-statement models from scratch for your business. I've supported raises from seed through Series B, including a unicorn and multiple $100M+ ARR companies, along with lender models, board models, scenario and sensitivity analysis, valuation, and 409A work. I've built models for 1,000+ companies across virtually every industry, with particular expertise in lending, SaaS, ecommerce, logistics, and energy, AI has changed financial modeling in two important ways. It has made it effortless to spin up amateur models, and it has made high-quality models even more valuable by expanding what they can do. A model built from the ground up to be operated by AI agents is the best of both worlds: institutional-grade structure, optimized for scale, user-friendliness, and auditability, with an architecture that lets tools like Claude and ChatGPT in Excel update data, run scenarios, and make changes reliably. My models are built to leverage AI agents and serve as a "financial operating system" for your business that is easily actualized with current data and adapted as your needs evolve.

  • Business Valuation
  • Business Modeling
  • Financial Modeling
  • Startup Consulting
  • Real Estate Financial Model
  • Fundraising Presentation
  • Financial Analysis & Valuation
  • Pro Forma Statement
  • Financial Projection
Janos S.

Budapest, Hungary

$45/hr
4.8
58 jobs

I build, restructure and review real estate financial models for multifamily and commercial development projects, including lender underwriting, senior debt sizing, and equity waterfall structuring. From emerging sponsors to institutional investors, I design clean, bank-ready Excel models that support capital raises and credit committee approval. I’ve supported transactions totaling $470M+ across USA, Portugal, Germany in development, acquisition and structured finance deals. 1. The problem I solve: Sponsors come to me when the capital structure is more complex than their template can handle, or when a lender or LP has questioned the numbers. You focus on closing the deal. I make sure the model is not what holds it up. 2. Services I offer: ◾ Development and acquisition underwriting for multifamily, mixed-use, and student housing ◾ GP/LP waterfalls with IRR hurdles, catch-up provisions, and promote calculations ◾ Capital stack modeling across senior debt, mezzanine, and preferred equity layers ◾ Forward funding and milestone payment structures ◾ Model audits and restructuring to fix errors and improve usability ◾ SFR development models, single-deal and fund-level roll-ups ◾ LIHTC modeling, credit pricing, and investor exits ◾ Lender covenant testing with DSCR, debt yield, and LTV sensitivity analysis ◾ Development pro formas with construction draws, lease-up assumptions, and stabilization timing ◾ Downside stress testing and scenario modeling for equity and debt stakeholders 3. My background: ▪ Experience at financial services and consultancy firms including Deloitte, Mazars, BDO, and OTP Bank ▪ Project Finance, Corporate Finance, and Audit foundation ▪ Models built for Investment Committee and Risk Committee review Areas of expertise include: ▸ Multifamily and commercial real estate underwriting ▸ GP/LP waterfall structuring ▸ Capital stack structuring ▸ Debt sizing (DSCR, LTC, LTV) ▸ Forward funding structures ▸ Development pro forma modeling ▸ Sensitivity and downside scenario analysis ▸ Solar PV project finance modeling Tools: ★ Microsoft Excel/Google Sheets ★ PowerPoint ★ AI-augmented finance workflows (Claude, n8n) Feel free to message me if you'd like to review or discuss a deal in your pipeline. I typically respond within a few hours.

  • Real Estate Financial Modeling
  • Underwriting
  • Private Equity
  • Real Estate Acquisition
  • Waterfall
  • Financial Modeling
  • Financial Analysis & Valuation
  • Pro Forma Statement
  • Financial Projection
  • Google Sheets
  • Cash Flow Modeling
  • Microsoft Excel
  • Sensitivity Analysis
  • Real Estate Business Plan
  • Business Modeling
CA Bhuvan A.

Navi Mumbai, India

$75/hr
5.0
910 jobs

Most pitch decks fail because the narrative and the numbers don’t align — and investors see it immediately. Most freelancers fix either the visuals or the spreadsheets. I bridge both, building financial models and pitch decks designed to withstand investor and lender scrutiny. 11+ years across Big 4 (KPMG), Fitch Group, and banking roles — helping founders raise capital with clear, structured, investor-ready financial narratives and defensible numbers. I work with startups, SaaS companies, and growth-stage businesses preparing for fundraising, investor discussions, or internal planning — where financial clarity and structure matter. My background in credit appraisal and rating analysis ensures your numbers are not just “good-looking,” but defensible, structured, and diligence-ready. ───────────────────────────── ⭐ CLIENT FEEDBACK ───────────────────────────── "Caught inconsistencies in our content rather than just focusing on layout." "His combination of Excel and PowerPoint skills makes him a talented freelancer and invaluable to the team." "High-stakes presentation with tight deadlines and delivered excellent work. Reliable, detail-oriented, and proactive — someone I trust to get the job done right." "Turned complex content into a clean, investor-ready deck." "Flawless work product, off the charts responsiveness. Always exceeded expectations." ───────────────────────────── 📈 FINANCIAL MODELING ───────────────────────────── - 3-Statement Financial Models — Integrated P&L, Balance Sheet, and Cash Flow - Fundraising & Growth Projections — Custom forecasting built for investor review - Cash Flow & Runway Models — 13-week forecasting, burn rate tracking, and liquidity planning - Business Valuation — DCF modeling and comparable company analysis - Unit Economics — LTV, CAC, Payback Period, and Cohort Analysis ───────────────────────────── 🎯 PITCH DECKS & INVESTOR PRESENTATIONS ───────────────────────────── - Investor Pitch Decks (Seed to Series B) — Strategy, structure, and storytelling for fundraising - Board & Lender Presentations — Clear reporting for high-stakes stakeholder decisions - Financial Data Storytelling — Converting complex numbers into decision-ready visuals - Diligence-Ready Narratives — Aligning financial models with investor expectations and scrutiny - PowerPoint & Google Slides — Fully editable, professionally formatted decks ───────────────────────────── ⭐ WHY CLIENTS WORK WITH ME ───────────────────────────── - Top Rated Plus — Top 3% talent on Upwork with 100% Job Success - Institutional Experience — 11+ years across KPMG (Big 4), Fitch Group, and Global Banking - The "Dual Threat" — A rare blend of high-end finance (CA/CPA) and presentation design - Diligence-Ready Output — Built to withstand real investor, lender, and audit-level scrutiny - Execution Quality — Clear communication, fast turnaround, and proactive project ownership ───────────────────────────── KEYWORDS: Startup Financial Model | Cash Flow Model | 13-Week Cash Flow | Runway & Burn Rate | Fundraising Model | Financial Projections | SaaS Financial Model | DCF Valuation | Pitch Deck | Investor Model | Investment Memo | Due Diligence | Google Slides | Presentation Design ───────────────────────────── If you're preparing a financial model or pitch deck, share your current version — I’ll highlight gaps in assumptions, structure, and investor readiness.

  • Financial Modeling
  • Pitch Deck
  • Microsoft PowerPoint
  • Financial Projection
  • Cash Flow Modeling
  • Data Visualization
  • Financial Analysis
  • Fundraising
  • Discounted Cash Flow
  • Valuation
  • Forecasting
  • Financial Presentation
  • Microsoft Excel
  • Google Sheets
  • Corporate Finance
  • SaaS
  • Venture Capital
  • Financial Reporting
  • Real Estate Financial Modeling
  • Startup Consulting
Deimar G.

Medellin, Colombia

$70/hr
5.0
61 jobs

As a strategic finance partner for 40+ startups, I’ve driven international growth across diverse industries by crafting tailored processes and delivering actionable insights. I aim to empower decisions that lead your business to success. What Sets Me Apart: • Trusted Expertise: Praised for integrity and depth of analysis, clients value my ability to turn complex data into clear, actionable plans. • Responsive & Insightful: Known for high-level thinking and rapid responsiveness, I ensure stakeholders receive unique insights for informed decisions. • Results-Driven Success: Improved a client’s profitability per item sold from -14 to 9.5, exemplifying my focus on achieving measurable results. Key Achievements: • + 14 years of global financial management experience in over 15 countries, including the Real Estate, Software, and Mining industries. • + 9 years working with startups including clients like Schon Tepler Group, Hybrid, Emerald, Vitamin Energy, and more. • + $310M Underwritten Investments: Multifamily and commercial real estate— including hotels, restaurants, and rentals—across AZ, CA, FL, TX, Canada, and Aruba. • + $1.3B execution supervision as a Contract Administrator and Project Cost Controller for mining projects. • Achieved a 95% retention rate, building enduring relationships through continuous growth support. Services Offered: • Startup-Centric Financial Strategies: Specializing in the unique financial challenges and opportunities faced by startups, I tailor solutions that align with early growth dynamics. • Data-Driven Insights: Delivering deep insights through analysis and machine learning. • Performance Metrics & Reporting: Producing comprehensive reports that enable data-driven decision-making. • Profit Optimization: Driving cash flow enhancements and cost management to maximize profitability. • Multilingual Communication for Global Success: Fluency in multiple languages facilitates global collaboration. Client Praise: • "A++++ CFO / Data Analyst. Deimar's integrity and thorough approach are unparalleled.” ~ Rich Gorman, US • "Always on point and high-level thinking." ~ Schon Tepler Partners, US • "Demonstrates strong analytical skills and effective communication." ~ Daniel Carceles, AU • "Outstanding professionalism, easy to work with, highly recommended." ~ Kipax, FI Let's connect and explore how I can support your business in navigating financial complexities with clarity and precision, leveraging my diverse experience and strategic mindset.

  • Financial Analysis
  • Microsoft Excel
  • Business Plan
  • Financial Projection
  • Financial Policies & Procedures
  • Google Sheets
  • Startup Consulting
  • Real Estate
  • Underwriting
  • Business Modeling
  • Financial Management
  • Accounting
  • Financial Reporting
  • Coaching
  • Business Valuation
  • Financial Accounting
Syed Ali Hassan Z.

Lahore, Pakistan

$25/hr
5.0
211 jobs

I am a Chartered Financial Analyst (CFA, USA) and Chartered Accountant Affiliate with over 10 years of experience in Financial Analysis, Financial Modeling, Financial Projections, Forecasting, and Corporate Finance. I help startups, SMEs, and established businesses make data-driven decisions, improve profitability, and achieve sustainable growth. My professional background includes experience with KPMG Dubai, multinational banks, asset management firms, and consulting engagements across various industries. I have successfully delivered investor-ready financial models, valuation reports, budgeting frameworks, forecasting models, and strategic financial insights for clients worldwide. I possess strong expertise in Financial Planning & Analysis (FP&A), Business Valuation, Budgeting, Cash Flow Forecasting, Investment Analysis, and Corporate Finance Strategy. My technical skills include QuickBooks, Xero, SAP, Oracle, Power BI, Tableau, and advanced Excel financial modeling. Throughout my career, I have worked with businesses in SaaS, Technology, Fintech, Oil & Gas, Construction, Real Estate, Manufacturing, Textile, FMCG, Healthcare, E-commerce, and Professional Services sectors. Core Services: • Financial Analysis and Business Performance Review • Financial Modeling and Financial Projections • Budgeting, Forecasting, and FP&A • Corporate Finance and Strategic Planning • Business Valuation and Investment Analysis • Cash Flow Forecasting and Scenario Analysis • Real Estate Financial Modeling and Property Valuation • Three Statement Financial Models (Income Statement, Balance Sheet, Cash Flow) • Startup Financial Models and Investor Presentations • Business Plans and Fundraising Support • KPI Dashboards and Management Reporting • Accounting Review and Financial Reporting under US GAAP and IFRS Why Clients Work With Me: • 10+ years of finance and consulting experience • CFA (USA) and Chartered Accountant Affiliate • Expertise in Corporate Finance, Financial Analysis, and Financial Modeling • Industry experience across multiple sectors • Clear, accurate, and easy-to-understand financial models • Strong communication and commitment to deadlines My work has helped clients secure more than $2 million in funding globally and improve the quality of their financial decision-making. If you need support with Financial Analysis, Financial Modeling, Financial Projections, Forecasting, Budgeting, Valuation, FP&A, or Corporate Finance, let's connect. I offer a free consultation to discuss your project and build a solution tailored to your business goals.

  • Financial Modeling
  • Financial Analysis & Valuation
  • Cash Flow Analysis
  • Financial Management
  • Financial Projection
  • Cost Accounting
  • Balance Sheet
  • Financial Analysis
  • Bookkeeping
  • Pitch Deck
  • Forecasting
  • Business Valuation
  • Chartered Financial Analyst
  • Management Accounting
  • Intuit QuickBooks

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