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  • $95 hourly
    I am a fractional CFO with significant financial and operational experience in multiple industries. Current clients are in construction, e-commerce, services, and manufacturing. My experience as CFO covers companies from $1MM to $60MM in annual revenue in various stages of their life cycle. I have significant expertise in banking relationships and building proper capital structures to enable rapid growth. Past work experience includes publishing, construction, stainless steel fabrication, and non-profits. What I can do for you includes: • Help allocate resources for optimum growth and profitability. • Improve your revenue and cash cycles. • Build infrastructure and processes to make it easier to run your day-to-day operations. • Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. • Give you visibility into your performance for the next 12-36 months, • Predict and plan for future opportunities, • Show you where potential potholes are and help you to avoid them, • Raise cash, get financing, and negotiate loans, • Build your company’s value so investors and buyers will be willing to pay larger multiples for your business, and • Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.
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    Financial Policies & Procedures
    Insurance & Risk Management
    Corporate Governance
    Startup Consulting
    Business Planning & Strategy
    Cash Flow Analysis
    Financial Accounting
    Cash Flow Modeling
    Financial Modeling
    Pro Forma Statement
    Financial Analysis
  • $150 hourly
    I am a Real Estate finance executive with 16-year experience in the financing, development, and management of large portfolios of commercial Real Estate with a combined value of more than $1 Billion, including retail, office, medical, hospitality and multifamily assets. SPECIALTIES • Building sophisticated Excel models that are accurate, clear, easy-to-use and maintain, and scalable. • Producing high-quality offering memorandums, debt packages and pitch decks that will articulate a compelling case and drive success. • (Re)structuring and optimizing the capital stack in order to reduce the weighted average cost of capital. EXPERIENCE • 30 years of building financial models for large and small companies, including a global trading company. • 16 years as a CFO, CEO or COO for commercial Real Estate firms managing or developing substantial portfolios including hospitality, retail, office, medical, and multifamily assets. • Experience includes successful financing of projects up to $135M., and refinancing of distressed or overleveraged assets. My experience as a finance executive for Real Estate development and property management companies allows me to have a thorough understanding of the challenges facing Real Estate developers, managers and investors, and quickly identify and implement winning solutions. SOPHISTICATED EXCEL MODELING • Cash flow modeling, by month and by year over 10 years • investor return metrics • Complex waterfalls, promotes and equity structures (common, preferred) • Sophisticated debt structures (senior and mezzanine debt, EB-5, C-PACE) • Historic and prospective KPIs (IRR, LTV, DSCRs, Yield analysis) • Sensitivity and multiple scenario analysis DEBT, EQUITY, AND INVESTMENT PACKAGES: COMPELLING PRESENTATIONS The production of state-of-the-art investment packages is absolutely critical to the success of a deal. Institutional investors and lenders receive hundreds of funding requests every week and only the best packages have a chance of drawing attention and obtain the requested funds. I produce professional-looking and highly attractive packages that make a compelling case to lenders and investors. Attention is paid to every detail of the package, and as form and substance are combined with flawless underwriting and financial projections, this results in a very high rate of success for my clients.
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    Pro Forma Statement
    Financial Projection
    Financial Analysis
    Financial Modeling
    Real Estate Investment Assistance
    Project Finance
    Real Estate Financial Modeling
    Presentations
    Microsoft Excel
  • $50 hourly
    I have experience with Financial Modeling, Business Valuations, Pitch Deck / Investment Memo and Private Equity transactions at large banks and boutique advisory firms. Experience in Investment Banking, Private Equity & Venture Capital ***The financial models I build allow any user to change any assumption and the effects of that change will instantly flow throughout all elements of the model. Any user can easily test all of the financial effects of any assumption in regards to revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity investments, debt or valuation. You or your investor/banker can easily use the model to easily do unlimited; testing, sensitivity analysis or break-even analysis in real time.*** Recent projects include: * Certified Business Valuations - for business sale or acquisition, capital raising, financial reporting and other purposes * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity and debt) * Deal Negotiations (business sales, acquisitions, financing transactions) * Financial due diligence for acquisitions * Financial Models and Operational Models for new and existing investments using DCF and Multiples valuation (incl. acquisitions, buyouts, recapitalization, valuations, private equity, venture capital, debt financing and portfolio analysis) * Business Plans / Investor Presentations / Private Placement Memorandum (PPM), Investor Memorandums, Prospectuses * Business and financial plan development for private equity investment firm * Business valuation of publishing business * Pre-IPO company valuation * Financial model startup companies * Financial due diligence for Food and Beverage sector Industry experience includes: * Healthcare Services * Medical Devices, Products and Equipment * Pharmaceuticals * Financial Services * Food & Beverages * Consumer packaged goods * Financial services * Automotive * Agribusiness * Micro finance * Tech/FinTech I can help you with your revenue model, business plan and cash flow management or just cleaning up an Excel spreadsheet. I am available to assist with projects of different duration depending on the scope. I Speak fluent English, French and Arabic Please reach out with any questions or just to chat about how I can help you. I look forward to getting in touch!
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    Business Proposal Writing
    Business Modeling
    Venture Capital Consulting
    Business Valuation
    Private Equity
    Investment Research
    Chartered Financial Analyst
    Investment Banking
    Pitchbook
    Valuation
    Financial Modeling
    Financial Planning
    Investment Strategy
    Pro Forma Statement
    Financial Analysis
  • $50 hourly
    I am a seasoned specialist, focusing on crafting customized financial models tailored to each client's unique needs and objectives. I have successfully served both well-established companies and startups, delivering solutions that have facilitated investor funding and/or driven informed decision-making. Over the years, I have honed my skills working with companies across a myriad of sectors, with a particular emphasis on e-commerce and SaaS. My modeling techniques include advanced cohort modeling, scenario and sensitivity analysis, enabling me to provide optimal solutions. 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐎𝐟𝐟𝐞𝐫𝐞𝐝: ✅  Tailored Financial Models: I design detailed multi-year forecasting models in tune with your business's distinct needs, regardless of the sector you are in! ✅  Long-term Support: Beyond project completion, I offer enduring support ensuring the models continue to meet your business needs. ✅  Seamless Integration: with QuickBooks or Xero for near real-time financial outlook updates. 𝐃𝐢𝐯𝐞𝐫𝐬𝐞 𝐒𝐞𝐜𝐭𝐨𝐫 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞: My expertise extends across a vast array of sectors, from traditional to more unique domains including macadamia nut farming in South Africa, a cement factory in Saudi Arabia, sheep farming in UAE, to hardware-as-a-service companies.  Your success is pivotal, and I am here to provide the financial insight that propels your business forward. My approach is grounded in understanding your business intricately, ensuring the financial models I design are a true reflection of your business dynamics, aiding in effective decision-making and strategic planning.
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    Valuation
    Forecasting
    Startup Company
    Financial Analysis
    Financial Analysis & Valuation
    Startup Consulting
    Cash Flow Modeling
    Cash Flow Analysis
    Business Modeling
    Financial Modeling
    Financial Planning
    Company Valuation
    Pro Forma Statement
    Financial Report
  • $40 hourly
    Hello! Thanks for stopping by! I have more than 10 years of experience in business analysis and corporate finances. I started my career in the largest Bulgarian bank analyzing the eligibility of small and medium sized enterprises for lending. I moved to the Bulgarian Credit Rating Agency where I participated in assigning credit ratings to 13 companies, 2 municipalities and a bank using Moody's methodology. I further enhanced my experience by working in a Luxembourg based M&A advisory company and in the largest Bulgarian mining company as an investment analyst. On my latest position I was engaged in developing a portfolio of investments (primarily seed capital, acquisitions and mining projects) seeking additional return for shareholders. The scope of my work included financial analysis, financial modelling and forecasting, industry analysis, project/company valuation, return analysis, feasibility studies. I also have experience working with international M&A teams and was involved in several transactions, both on sell and buy side. My contribution, apart from purely financial work, included drafting Letters of Intent, Non-Disclosure Agreements, Non-Binding Offers, preparing management presentations, investment teasers, information memorandums, investor files. I am a passionate puzzle solver with an eye for detail. Enthusiastic about overperforming.
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    Microsoft PowerPoint
    Presentations
    Pro Forma Statement
    Management Consulting
    Corporate Finance
    Company Valuation
    Financial Analysis
    Financial Modeling
    Business Analysis
  • $25 hourly
    I am founder and principal consultant at Caston Corporate Advisory Services. We are a team of Seasoned professionals with proficiency in financial research, accounting, data entry, 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 14 years of experience in corporate finance and advisory.
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    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
  • $100 hourly
    Highlights: -Senior Analyst for a $1.5 Billion mixed-use portfolio, responsible for evaluating and communicating the impact of acquisitions, operations, redevelopment, leasing, and sales on cash flow and investment returns. -Experienced full-stack web developer, familiar with core web technologies (HTML, CSS) and the leading languages, including Javascript (including ReactJS), PostgreSQL, and Python. -Partners included some of the largest Pension Funds, Banks, and Insurance companies in the world. Responsible for building and presenting Investment Memorandums, Business Plans, and Financing Requests. -Developed and maintained Cash Flow and Valuation models for a leading NRSRO Credit Rating Agency, utilized in generating CMBS ratings relied on by institutional investors. -Underwriting over $7 billion of Commercial Real Estate properties across all asset types. -Securing over $500 million of Construction, Bridge, and Permanent financing As the Senior Analyst for a leading mixed-use Mid-Atlantic Real Estate Development firm, I have experience in all stages of the Real Estate lifeycle, including but not limited to: Acquisition and Disposition/Sale: Underwriting and Due Diligence, Contracts, Investment Memorandums, Prorations, Waterfalls Financing: Construction, Bridge, and Permanent financing Operations: CAM and Tax Reconciliation, Budgeting and Reforecasting Valuation: Extensive experience with Argus and Excel modeling, including integration with internal and extenal APIs and databases. Scenario Analysis: Evaluating and communicating the impact of operations, leasing, and potential dispositions or repositioning on partner distributions and investment returns. In addition, I am an experienced full-stack web developer, familiar with core web technologies (HTML, CSS) and the leading languages, including Javascript (including ReactJS), PostgreSQL, and Python.
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    Financial Projection
    Pro Forma Statement
    Financial Modeling
    Industry Knowledge
    React
    Investment Research
    Cash Flow Modeling
    Argus
    Real Estate Financial Modeling
    Financial Analysis
    Python
    SQL
  • $300 hourly
    Current working in London, Dubai and Riyadh Dual background CEO/CFO with 30 years of global experience at the nexus of finance, strategy, and technology. My CFO experience spans Seed Series through Series D, SMBs, F-1000 companies, and Giga-Projects. In my early career, I honed my skill set at companies that include Netscape, Amazon, USi, and Vignette. I offer hourly or retainer services, providing you with flexible access to my expertise. Former Army Special Operations Solider, Harvard Business School. Highlights + Played a key role in the industry's first pure-play SaaS IPO with USIX + 2010 SXSW Best of Show and Technical Achievement Awards for Wolfram|Alpha + Recognized in BuiltWorld's Top 100 Startups, Built-In Austin's 50 Startups to Watch + Drove business development during Amazon Kindle Periodicals' launch to $1B in revenue + Spearheaded commercialization of groundbreaking products in genomics, IVD, and cleantech + Negotiated and executed multiple transactions, including capital raises, partnerships, and M&A Services Offered: + Financial Planning and Analysis + Finance & Accounting Management + Capitalization + Strategy Alignment + Business Model Design, Redesign + Board Presentations + Board, investor, and banking relationships + Financial Modeling and Analysis + Partnership development, management + Budgets and Forecasting
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    Venture Capital Consulting
    Forecasting
    Financial Modeling
    Business Cases
    Pro Forma Statement
    SaaS
    Business Plan
    Business Modeling
    Financial Analysis
    Balance Sheet
    Microsoft Excel
    Intuit QuickBooks
  • $75 hourly
    I’ve worked for more than 5 years as a Credit Analyst and more than 4 years as an Internal Auditor for one of the leading global financial institutions. I have been exposed to the credit review process, various banking products, financial security topics, corporate governance, operational risk, and the internal control framework of a complex, multinational organization. I have strong analytical skills, and I am a very detail-orientated individual. Moreover, I can work on highly complex files and topics under challenging circumstances and tight deadlines. I have a strong sense of responsibility to deliver excellent quality to clients within the agreed timelines and budget. This sense of responsibility also implies that I attach great importance to data confidentiality, security, and good corporate governance practices. Lastly, my educational background provides me with a unique skill set. I have acquired two master's degrees, one in law and the second one in management, and I am a Certified Management Accountant.
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    Accounts Receivable Management
    Accounts Payable Management
    Financial Variance Analysis
    Financial Projection
    Company Valuation
    Bookkeeping
    Venture Capital Consulting
    Financial Reporting
    Internal Auditing
    Performance Management
    Pro Forma Statement
    Internal Control
    Xero
    Management Accounting
    Microsoft Power BI
  • $170 hourly
    Laser-focused on commercial real estate financial modeling, including developments, acquisitions, portfolios, opportunity zone projects, distressed debt, proformas, waterfalls, etc. From the simple to the highly complex. My models are institutional-quality, and create a powerful impression on equity investors. A few highlights on my specialization in real estate modeling: - Modeled billions of dollars worth of real estate at financial institutions - Microsoft Certified “Excel Expert” - Master’s in real estate development - Chartered Alternative Investment Analyst As a well-known real estate modeler, I maintain over 12,000 followers on LinkedIn, and have authored numerous articles on real estate finance for publications like American Banker, National Real Estate Investor, and California Real Estate Journal. I have deep experience with all real estate product types, including office, industrial, retail, mixed-use, condo, multi-family, SFR, land, self-storage, cannabis, and all forms of hospitality (resort, hotel, motel, etc.). If you need a pro forma, waterfall, or any other real estate model, let’s chat.
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    Equity Research
    Real Estate Investment Assistance
    Cash Flow Analysis
    Fundraising
    Acquisitions
    Capital Markets
    Real Estate
    Real Estate Financial Modeling
    Microsoft Excel
    Financial Analysis
    Pro Forma Statement
    Financial Modeling
  • $125 hourly
    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
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    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
  • $100 hourly
    ✅ Ex-KPMG Consultant ✅ 5+ years of Financial Modeling experience. ✅ Completed 150+ Financial Modeling jobs with a Job Success Score of 100%. ✅ A CFA® | CA and an FRM®. ✅ Among the top 3% of Freelancers on Upwork. ✅ An Excel Ninja. Why Choose Me: ✦ Investor-Ready Model: Engage investors with a financial model that promises and proves value. ✦ Business Idea Validation: Find solid ground with robust financial projections backed by diligent research. ✦ Precision & Accuracy: Hone your financial models with the utmost attention to detail for unquestionable accuracy. ✦ Excel Mastery & Big Data Analytics: Overwhelmed by Excel or needing to master Big Data? I have the expertise you need. ✦ Balance Sheet Perfection: Eliminate financial statement discrepancies and ensure complete alignment. ✦ Clear Insights: Dive into crystal-clear actionable insights from complex financial data. How I Tailor My Services to Your Unique Needs: ✓ Custom financial models, adaptable to your timelines and specific requirements. ✓ Research-backed assumptions for credible financial forecasting. ✓ Professional presentations with intuitive visuals and clear coding for easy interpretation. ✓ Error-proof workflows with rigorous checkpoints to ensure flawless calculations. Specialized Solutions for Various Business Types: 🚀 Startups: Capital Raising Models | Pre-revenue Valuations | Cash Flow Analysis | Budget Forecasts 💼 Investors: Tailored Portfolio Management | Comprehensive Due Diligence | In-depth Risk Assessments 🏢 Corporates: Strategic Budgeting & Forecasting | Business Optimization | Advanced Scenario Planning 🏠 Real Estate: Investment Analysis | Development Projections | Portfolio Management Models 📈 Project Managers: Feasibility Studies | Cost Management | Profitability Analysis Why My Clients Trust Me: Don’t just take my word for it. Here’s what clients like you say about my impact on their businesses: ❖ "Neeraj was very responsive and fast to help us with our project. He really seems to understand how to build a consolidated cash flow analysis, and even made a nice video at the end explaining the entire spreadsheet. Definitely would recommend him!" - Jared Sarbit(CEO | Picture Perfect Cleaning) ❖ "Neeraj was a pleasure to work with. He understood the project clearly, was knowledgeable, worked efficiently, was available and receptive to feedback throughout the whole process and delivered a model that I use day-to-day. I would definitely work with him again." - Ramtin Nikzad(Co-Founder | Fortress Presents) ❖ "Neeraj is awesome to work with. He understands the fundamentals and logic behind requests making it easy to work both quickly and collaboratively. Working with him has saved me countless hours. His formatting is also exceptional which is hard to find." - Geoffrey Harris(Principal | Casa group) Each client journey with me goes beyond mere number-crunching – it's about crafting a compelling financial story that speaks to stakeholders and charts a path for growth. 💬 NEXT STEP: Please message me to discuss how I can help you in your next venture.
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    Balance Sheet
    Chartered Financial Analyst
    Company Valuation
    Financial Planning
    Financial Projection
    Financial Analysis
    Valuation
    Pro Forma Statement
    Forecasting
    Accounting Principles & Practices
    Financial Report
    Microsoft Excel
    Financial Analysis & Valuation
    Financial Modeling
  • $40 hourly
    Consumer internet and CPG finance executive with Financial Planning and Analysis (FP&A) core experience and cross-functional experience in Analytics, e-commerce, Business Development and Corporate Development.
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    Company Valuation
    Cash Flow Analysis
    Google Sheets
    Intuit QuickBooks
    Google Analytics
    Financial Analysis
    Financial Accounting
    Financial Planning
    Financial Modeling
    Data Analysis
    Management Accounting
    Microsoft Excel
  • $125 hourly
    I am a real estate expert with experience in both residential and commercial real estate investment, development, and brokerage services. I have worked on residential to commercial transactions across a variety of sizes and markets. With my background in financial underwriting and my keen eye for design, I specialize in creating models and presentations that are accurate, intuitive to use, and beautifully designed. MY EXPERIENCE & CREDENTIALS Investment & Development ✅5+ years of experience working as an analyst in commercial real estate. ✅Experience with acquisition and development underwriting, due diligence, other financial modeling (e.g. property management & capital needs projection), and debt/equity financing. ✅Familiarity with hospitality, office/MOB, multifamily, retail, and industrial underwriting. Brokerage & Property Management ✅2+ years of working directly with commercial brokers to conduct acquisition due diligence, financial underwriting, buy/lease analysis, and hold/sell analysis. ✅Independently provided marketing and consulting services to residential brokers. ✅Performed property management and administrative duties for residential and small office tenants. Education & Other ✅I've attended UC Berkeley, the London School of Economics, and the University of Oxford. ✅I hold a B.A. in Economics and a minor in City Planning with a 3.74 / 4.00 GPA. ✅I am passionate about real estate investing and bought my first rental property at 23. ✅I was mentored through Urban Land Institute's Youth Leadership Group in Los Angeles. HOW I CAN HELP Financial Modeling (Excel) ✅Back of the napkin analysis ✅Development budget & construction spending timeline ✅Capital stack ✅Operating pro forma (various levels of detail) ✅Return metrics (cash on cash, IRR, equity multiple) ✅IRR & cash flow promote ✅Buy vs lease & sell vs hold analysis 💡I can also build any custom model or template as needed. If you know what you want to achieve, I can find a way to make it happen. Financing Packages & Marketing Presentations (PowerPoint) ✅Debt & equity financing packages ✅Marketing templates (flyers, packages, etc.) ✅Market trend reports ✅Listing presentations for brokers ✅Anything you want marked up: maps, floor plans, or photos. 💡I do everything on PowerPoint so you can edit them easily, and your packages will look as good as if they were done by a professional designer. Due Diligence / Contracts ✅Market research & reports ✅Acquisition and development due diligence; due diligence reports ✅Abstract leases, PSA's, franchise/property management/ground lease agreements ✅Administrative support 💡I know what to look for in each agreement, and will only abstract relevant clauses so we don't defeat the purpose of having abstracts. WHY WORK WITH ME 💡Duo Specialty: I have both an analytical and design background. Never settle for models that work but present terribly, or packages that are beautiful but have errors. 💡Communicative: I will ask the right questions upfront about what you are looking for, and can work independently afterward. I take and implement feedback well. 💡Organization: I am incredibly organized. I will work with you to prioritize your tasks and ensure they all finish on time. 💡Satisfaction: Since I am new to Upwork, I will keep working until you are 100% satisfied. LET'S CHAT! Interested in working with me? Please send me an invitation, and we can either hop on a call or message directly. I look forward to working with you!
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    Real Estate
    Financial Presentation
    Microsoft PowerPoint
    Industry Knowledge
    Financial Modeling
    Financial Report
    Real Estate Financial Modeling
    Due Diligence
    Investor Overview
    Real Estate Investment Assistance
    Presentations
  • $120 hourly
    Hello There, I have done consulting work outside of Upwork. I am a private equity professional with over 10 years of finance and accounting experience. I am a CFA charterholder based in Los Angeles. I can pick up tasks quickly and would love to work with you and your team. I have worked on projects involving the following: - Fractional CFO - M&A - Financial Modeling - Budgeting/Forecasting - Valuation - Real Estate Modeling - Research - VBA Automation Please let me know if you have any questions. Thank you! Thanks!
    vsuc_fltilesrefresh_TrophyIcon Pro Forma Statements
    Visual Basic for Applications
    Financial Analysis
    Chartered Financial Analyst
    Valuation
    Corporate Finance
    Pitchbook
    Pro Forma Statement
    Python
    Investment Research
    Data Analysis
    Financial Modeling
    Finance & Accounting
    Intuit QuickBooks
  • $95 hourly
    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 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.
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    Construction
    Microsoft Word
    Financial Presentation
    Real Estate
    Valuation
    Microsoft Excel
    Financial Analysis
  • $125 hourly
    Are one of these your situation? You are not a fan of Excel, but need a spreadsheet or google sheet built. You have spreadsheet you inherited and you have no idea how it works. You want to track your business and in an easy to update way, but don't know where to start. I know you are thinking “Why you?” That is a great question, so here is a quick description of me and my history. • 20 Years of FP&A/Finance/Accounting experience •Excel Expert • MBA • Experienced with a variety of industries: Retail, Financial Services, Wholesale, healthcare, and Taxes and many more. • Focused, efficient and reliable. • Over 100 successful collaborations on Upwork. • Hundreds of more jobs completed throughout my career. I started doing freelance work because I love spreadsheets. They are my way of life and if I can use my skills to help somebody else then that’s awesome. I pride myself on creating workbooks that are easy for the end user to update and follow. I don’t use crazy formulas I like to KEEP IT SIMPLE. My goal is to create something that I am proud of and you are excited to use. Once I am your freelancer, I am always your freelancer. I am happy to help you with any future projects that you have. At the end of the day, working with me is not cheap, but it’s 100% worth it. If you’re ready to get started, hit that little “Hire Now” button. If you’re not quite ready, send me a message, and we can discuss your goals at length. I look forward to working together!
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    Business Modeling
    Data Analysis
    Financial Analysis
    Data Visualization
    Google Sheets
    Financial Modeling
    Layout Design
    Pro Forma Statement
    Forecasting
    Excel Formula
    Financial Projection
    Microsoft Excel
  • $79 hourly
    Investor-Ready Business Plans/Financial Models/Pitch Decks/Cap Tables As a corporate CFO, Wall Street banker, Director of Equity Research and senior commercial bank lender who has worked in the US, Europe, Asia and Latin America, I have extensive experience with funding for companies in a wide variety of industries. I know what a serious professional or angel investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will seriously consider providing you with the money you need to build your business. In close collaboration with you I will create any of these documents and the financial forecasting/budgeting tools you, your investors or your banker require. (A due diligence review by an angel investor group of a recent client's application package said it was "...one of the few combinations of documents that we reviewed from a potential client where all components of a well thought out business model were present.") I will build your customized Microsoft Excel-based financial model using my very robust and fully customizable proprietary template. This template, developed over many years of real world use, helps assure your own unique forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Microsoft Office applications, please let me know. I do not create Google documents, though I am happy to use them as sources of information.) When your financial model is complete, you will be able to change any assumption in the Model and the effects of that change will instantly flow throughout all elements of the Model. Any user can easily test all of the financial effects of any assumptions about revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity and debt. You or your investor/banker can use the model to easily do unlimited "What If?" testing, sensitivity analysis or breakeven analysis. For the text and graphics (charts, pictures, tables, etc.) in your plan, presentation or pitch deck I will use Microsoft Office software. (If you need specific advanced graphic skills for your document(s), you will need to hire a specialist graphics person.) Typically, the time needed to complete a detailed corporate financial model for one product in one market is about 18 - 20 work hours (add 10% - 25% for multiple products or services, multiple target customer groups, various complexities, etc.). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires an additional 15 - 25 hours of work over three to six weeks to create, depending on how quickly you can respond to my daily questions during the project, the complexity of your business, how much text you add to the business plan versus how much original text I have to create, etc. If you are planning to create a new company whose industry you have no experience in, the time required for completion will typically be greater than for an established company with existing operations. I can begin work on your project as soon as you wish or once your payment method is verified by Upwork, whichever is sooner. If you would like me to sign a non-disclosure agreement (NDA), that is not a problem. If you need a pitch deck, that will flow easily once your business plan or investor presentation is complete. My basic average hourly rate is $89 /hr., depending on the complexity of the work required. Minimum Charges: Per Project - 4.0 hours; Per Work Session: 10 minutes. Premium for urgent completion (10 business days or less): 50%, 48-hour Rush Projects: 100% premium. I do not typically work on a fixed price basis for these documents for start-ups due to the uncertainty in regards to how much work will be required. All of my work time, including all phone or Zoom conversations with you regarding your project, will be tracked by Upwork's software and reported to you by Upwork each Monday. If you are not well-versed in finance or accounting, I will be happy to explain everything to you as we go. That will be very important to your effort to raise money, as your banker or investor(s) will require that you fully understand the details of your business planning. I am committed to your complete satisfaction and will gladly make minor changes to my work within 14 calendar days of completion and closure of the project on Upwork at no additional cost to you. So, let's talk! I am usually in the US Eastern time zone and available to discuss your project at your convenience. I'm happy to have an initial consultation at no cost to you. Will Lyons Ocala, Florida (USA)
    vsuc_fltilesrefresh_TrophyIcon Pro Forma Statements
    Executive Summary
    Business Proposal Writing
    Business Planning & Strategy
    Business Writing
    Business Plan
    Financial Analysis
    Business Analysis
    Business Valuation
    Financial Modeling
    Business Modeling
    Financial Report
  • $45 hourly
    I am a Top Rated Freelance Contractor having 12+ Years of professional experience. I assisted 50+ startups with forecasting, projections, valuation and financial modeling for fund raising. I have developed expertise in Financial Models for SaaS / Subscription, Real Estate, E-Commerce, Tech (EdTech, MedTech or HealthTech, Online Gaming, Mobile Apps, Online Platforms). Feel free to contact me and discuss your business concerns. I am a professional experienced in financial modeling, startup valuation and appraisal, financial forecasting and analysis, data visualization and dashboards, credit risk analysis, macro and micro level research, equity research, financial reporting and client management. I am an ACCA Member (Chartered Certified Accountant | UK) and also pursuing CFA Program (USA). I have completed FMVA (Financial Modeling & Valuation Analyst) certification by Corporate Finance Institute (Canada). I have developed fine-tuned expertise in financial and business analysis, research and constructing investment strategies and financial models. I have extensive experience and excellent in valuation of listed companies and start-ups for fund raising and investment. I have managed a number of projects from small to large scale in tight deadlines through optimum use of human and material resources.
    vsuc_fltilesrefresh_TrophyIcon Pro Forma Statements
    Financial Analysis & Valuation
    Financial Model
    Financial Projection
    Startup Consulting
    Real Estate Financial Model
    Real Estate Appraisal
    Real Estate
    SaaS
    Company Valuation
    Financial Analysis
    Pro Forma Statement
    Forecasting
    Real Estate Financial Modeling
    Financial Modeling
    Microsoft Excel
  • $20 hourly
    My goal is to help you save time in managing your financials so you can focus on doing amazing things in your precious time. Your time saved can be used in generating more 💰 revenue for your business or spending 🕘 time with your loved ones. Let's partner up and make strategic decisions for your business by having a clear grasp of your financials. We can scale-up by working together on the following: ☆ Manage and improve your cashflow ☆ Create and review your budget ☆ Remove unnecessary cost ☆ Optimize your inventory ☆ Manage your accounts payable and accounts receivable ☆ Generate financial reports ☆ Understand your numbers and their impact on your business ☆ Forecast and create a strategy to scale your business I want to add value to your business and help you reach its full potential! Let's talk about goals!
    vsuc_fltilesrefresh_TrophyIcon Pro Forma Statements
    Financial Accounting
    Xero
    Alteryx, Inc.
    Business Valuation
    Business Modeling
    PeopleSoft
    Tableau
    Oracle Hyperion Planning
    SQL
    Financial Analysis
    Financial Reporting
    Bookkeeping
    Microsoft Office
    Intuit QuickBooks
    SAP
  • $40 hourly
    As a commercial real estate underwriter and financial analyst with 8 years of experience, I provide a wide range of services to institutional and individual investors. I specialize in underwriting and assessing valuations for all types of properties, including multifamily, self-storage, retail, office, industrial, and hotels. My services include: Underwriting and Valuation: I assess the financial feasibility of potential investments and identify any potential risks or challenges. I also estimate the value of properties using a variety of methods, including the income capitalization approach. Financial Modeling: I develop complex financial models to forecast the cash flow and returns of potential investments for value-added and ground-up real estate development. I also use these models to identify the best financing options and to develop exit strategies. Waterfall Syndication Design: I design and structure waterfall syndications, a popular investment vehicle for commercial real estate. I work closely with investors to create syndications that meet their unique investment objectives. Refinance and Exit Plan Analysis: I help investors to refinance their loans and to exit their investments at the optimal time. I analyze the various options available and develop a plan that maximizes the investor's returns. Returns Analysis: I calculate and analyze the various returns metrics associated with commercial real estate investments, such as cash on cash return, internal rate of return (IRR), and equity multiple. I am a Top Rated Plus freelancer on Upwork, and I have a proven track record of success in helping investors achieve their investment goals. I am also proficient in both value-added acquisition and ground-up development underwriting. Please reach out to me today for a free consultation and learn how I can help you achieve your commercial real estate investment goals. Skills - - Underwriting - Multifamily, Self-storage, Retail, Office, Hotel, and Mixed-use Properties Underwriting - Real Estate Development Financial Modeling - Real Estate Value-add Financial Modeling - Financial Modeling - Real Estate Lease abstracting - Business Plan / Investment Memo writing - Asset Summary Report (ASR) writing - Comparative Market Analysis (Sales Comparison Approach) - Cash Flow Working and Modeling; - Rent Roll Working and Modeling; - Real Estate Market and Submarket report analysis (e.g., CoStar, REIS, Marcus & Millichap, etc.); Let's connect for any questions or chat about how I can help. I look forward to getting in touch!
    vsuc_fltilesrefresh_TrophyIcon Pro Forma Statements
    Valuation
    Microsoft Excel
    Financial Modeling
    Asset Management
    Commercial Lending
    Report Writing
    Commercial Lease
    Underwriting
    Real Estate Financial Modeling
    Market Analysis
    Cash Flow Analysis
  • $110 hourly
    I am a driven financial analyst with three years of experience at a top Wall Street bank in NYC and two years experience as a freelance financial consultant, during which time I have helped my clients raise more than $80 million in venture debt and equity capital. I am a CFA Charterholder and possess a bachelors degree in finance. These experiences have allowed me to become intimately familiar with Excel/financial modeling and leveraging financial data to make rational business decisions. Let me use my skills to help improve your business! "Joe did a fantastic job! For a very reasonable price, he built an incredibly professional financial model that we are using to talk to institutional investors. He saved us a huge amount of money, considering we didn't have to use the resources of an investment bank. Highly recommend Joe to any size business that needs a tool for financial forecasting and business valuation." Financial modeling: 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. I don’t simply force your data into a standard template. 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. I have spent thousands of hours working on financial models from a vast array of industries. I was trained on modeling best practices with J.P. Morgan’s top analysts from around the world. I have completed numerous courses on specialized forms of financial modeling. Finally, my undergraduate education, completion of the CFA program, and work experience has given me an expert understanding of the financial concepts that modeling is based on.
    vsuc_fltilesrefresh_TrophyIcon Pro Forma Statements
    Management Consulting
    Venture Capital Consulting
    Startup Consulting
    Business Analysis
    Financial Modeling
    Business Modeling
    Business Valuation
    Financial Analysis
    Business Plan
  • $175 hourly
    Expert in building financial models, investor slidedecks, dashboards. Fractional CFO: -Budgeting and forecasting, - Financial performance review, - Pricing and compensation input, - Dashboards and metrics, - Customer sales data analysis, - Payroll, recruitment and supervision of bookkeeping personnel for a mix of funded early stage seed and Series A growth companies in: B2C App and B2B SaaS Artificial Intelligence, Sports Apparel, Fitness App, Web Design and UX Agencies and Tech Staffing Agency. Over 30 years experience in Finance including: Public Accounting, Mergers & Acquisitions, Pubic Equity Markets (Sellside Equity Research Analyst, Hedge Buyside Analyst). As an M&A Director at SG Cowen/Société Générale, supervised the execution of over $10bn in M&A transactions for clients including Vivendi, Warner Bros., Telecom Italia, Pathe and the French State. Received my CPA while employed with Price Waterhouse in New York and London. TECHNICAL SKILLS - Technical Writing - Forecasting, Budgeting and Cash Flow Management - Growth Strategy & Market Fit Development - Custom Dashboard Creation - Business Process Design - KPI (Key Performance Indicators) and Metrics Tracking - Capital Raising - Fluent French (Written, Spoken), 18 years in France.
    vsuc_fltilesrefresh_TrophyIcon Pro Forma Statements
    Financial Modeling
    Financial Writing
    Budget Management
  • $15 hourly
    I have over four years of experience in commercial asset valuation and underwriting, with a track record of successfully valuing assets worth over $50 billion for over 100 properties. My expertise includes due diligence evaluations, income and occupancy cost-benefit analyses, and CMBS domestic loan underwriting for a variety of property types including commercial (office, hotel, and retail), multifamily, industrial, and self storage. In addition, I am skilled in market and submarket research, real estate acquisition, property summaries, profit and loss calculations, demographics, real estate comp analyses, ARV and MAO analyses for single family properties, short term rental analyses, and off-market property finding using platforms such as Zillow, Redfin, Realtor, Loopnet, and Movoto. I am proficient in working with top lenders such as Barclays, Morgan Stanley, Allianz, JP Morgan, Citi Group, Credit Suisse, Bedrock, BMO, Kuvare LP, and VOYA
    vsuc_fltilesrefresh_TrophyIcon Pro Forma Statements
    Real Estate Marketing
    Real Estate Acquisition
    Microsoft Excel
    Investment Research
    Real Estate Listing
    Underwriting
    Real Estate Financial Model
    Real Estate Investment Assistance
    Real Estate Financial Modeling
    Market Research
    Real Estate
    Cash Flow Analysis
    Cash Flow Statement
    Cash Flow Modeling
  • $99 hourly
    Is your business ready for growth and clarity? As a seasoned Fractional CFO with over 10 years of experience, I have honed my skills in financial management, strategic planning, and operational efficiency to help businesses reach their full potential. I specialize in helping start-ups and mid-sized businesses streamline their financial operations and align their financial strategies with their business goals. My passion is providing the financial leadership and acumen needed to drive growth, improve performance, and increase profitability. I thrive on the challenge of turning financial data into strategic insights that drive business decision-making. At this point in my career, I’ve worked with hundreds of clients, and just about every one of them has been completely satisfied with my service. The key to this success is delivering a massive return on investment (ROI). With my extensive experience in financial management, I have developed a deep expertise in identifying and implementing cost-saving measures, maximizing revenue streams, and optimizing budget allocation. My approach is rooted in thorough data analysis and strategic planning to ensure long-term sustainability and growth for businesses of all sizes. One of my key strengths is my ability to adapt to a wide range of industries. I have successfully navigated the unique financial landscapes of various sectors, from SaaS and manufacturing to breweries and Amazon retailers, tailoring my approach to fit each one's distinct needs. This adaptability has not only honed my versatility but has also equipped me with a broad understanding of diverse business models and market dynamics. This cross-industry experience allows me to bring fresh, interdisciplinary perspectives to the table, helping businesses to innovate and stay ahead of the curve. If you're looking to outsource your financial needs, I would love to discuss how I can assist you. Let's connect and have a quick chat about the value I can bring to your business and how I can help your business reach its full potential.
    vsuc_fltilesrefresh_TrophyIcon Pro Forma Statements
    CPA
    Venture Capital Consulting
    SaaS
    Startup Consulting
    Business Valuation
    Financial Modeling
    Financial Accounting
    Microsoft Excel
  • $190 hourly
    15+ years of experience in U.S. real estate investment analytics, including market research, underwriting, financial modeling, pro forma, scenario analysis, and creating investment presentations / offering memorandum (OM) / pitch decks. Cornell University MBA with a Graduate Minor in Real Estate.
    vsuc_fltilesrefresh_TrophyIcon Pro Forma Statements
    Financial Analysis & Valuation
    Business Plan
    Financial Projection
    Financial Modeling
    Financial Analysis
    Market Research
    Feasibility Study
    Pitch Deck
    Presentation Design
    Data Visualization
    Financial Presentation
    Real Estate Business Plan
    Real Estate Appraisal
    Real Estate
    Real Estate Financial Modeling
  • $20 hourly
    As a Business Consultant, I leverage my certification in Data Analytics and my postgraduate degree in Finance and Marketing to provide high-quality solutions for various clients across different domains. I have over 10 years of experience in research, finance, and project management, with a focus on feasibility studies, business plans, pitch decks, financial analysis, and underwriting of real estate properties. Currently, I am working on multiple projects that involve IT financial management, budget reconciliation, financial discrepancy identification, and project management for different clients. I also have experience in investor relations, fintech, and knowledge transfer software segments. My mission is to help clients achieve their business goals and optimize their performance through data-driven insights and strategic recommendations. Ongoing Projects 1. First-level underwriting of single-family and multi-family properties in the US for multiple clients. 2. Monthly ITFM (IT Financial Management) and Budget reconciliation for Signant Health. 3. Identifying financial discrepancies during the period of COVID for an e-education portal. 4. Project Management and research work for a client based in Germany. 5. Detailed tech research and content creation (white papers) for a client based in the US. 6. Preparation of multiple short pitch decks daily for a Will management company based in Australia. 7. Multiple short-term projects involving preparation of financial presentations and reports, pitch decks, business plans, project management, content creation, data analytics, research, feasibility reports, etc. I have an efficient and highly skilled team to assist in the execution of the above projects. Financial Analysis, Research, and Project Management Upwork · Freelance Aug 2013 - Feb 2021 · 7 yrs 7 mos Bengaluru, Karnataka, India · Remote • Project management and handling of a team underwriting over 80 single-family properties daily for a period of 3 months. • Project Management involving coordination with tech partners for implementation of fintech projects and Research Analysis involving high-level research of financial software. • Preparation of a Business Plan and Pitch Deck for a client in the Knowledge Transfer software segment. • Investor research and Account Management for a Private Equity firm engaged in sourcing investors for firms in growth - stage in the Silicon Valley. • Investor research and Account Management for a Venture Capital firm engaged in sourcing investors for firms in the seed/early stage. • First-level underwriting of single-family and multi-family properties in the US for multiple clients. (2019 onwards) • Research and content development for a corporate trainer. • Strategic and marketing advisory services for a blockchain firm. • Consultancy services for multiple start-up projects • Preparation of an Offering Memorandum for a property transaction. • Developed a financial model for an e-vehicle project. • Preparation of a Pitch Deck for a freelancing platform. • Equity-based research and client portfolio reporting. • Detailed study and report on the Foreign Portfolio Investor (FPI) segment in India. • Periodic composite ranking of stocks using customized software and backtesting. • Developed 200+ work plans in the Project Management and Marketing sectors. • Research on African Pharma Industry companies specialized in various segments based on certain specific criteria. • Quantitative and qualitative research on the MICE (Meetings, Incentives, Conventions & Exhibitions) industry in South Africa and other African countries as part of a feasibility study being undertaken for a client interested in investing in convention centres in Africa. • Publication update – Updating 2017 information on 10 Asian countries concerning the MICE industry in terms of the general economy, top venues, their developments, top organizers, and MICE industry growth. In-depth research on all events organized in these countries concerning the number of exhibitors, visitors, exhibition area, YOY growth, etc. • Research on Food & Beverage wholesalers across various segments in Germany and updating the Food & Beverage industry figures of 15 countries from different government sources for various years. Senior Executive (Infrastructure Consultancy & Corporate Finance, M&A) Fortress Financial Services Ltd. · Full-time Jun 2007 - Aug 2009 · 2 yrs 3 mos Mumbai Area, India •Research on  real estate, road, airport, railways, and hospitality sectors in India  • Location Analysis, Commercial & Financial Feasibility of multiple projects • A Report on India: An Economic Power House  • Preparation of bid documents for Airport projects • Actively involved in M&A and JV assignments  • Successfully mentored 3 summer trainees on their summer internship projects • Preparation of business plans.
    vsuc_fltilesrefresh_TrophyIcon Pro Forma Statements
    Microsoft Excel
    Infrastructure as Code
    Microsoft PowerPoint
    Financial Modeling
    Presentations
    Pro Forma Statement
    Financial Report
    Data Analysis
    Qualitative Research
    Business Valuation
    Real Estate Appraisal
    Finance & Accounting
    Mergers & Acquisitions
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