Hire the best Pro Forma Statements Freelancers in the United States

Name: Pro Forma Statements professionals
Brand: Upwork
Rating: 4.9 (372 reviews)

Check out Pro Forma Statements Freelancers in the United States with the skills you need for your next job.

Get started

Clients rate Pro Forma Statements professionals

4.9/5

based on 372 client reviews

$120 hourly
Bryan J.
- 5.0/5
- (54 jobs)
Hello There, I am a freelancer with over 10 years of finance and accounting experience. I have served as CFO for several clients and have worked in private equity. 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!

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
$200 hourly
Gary C.
- 4.9/5
- (42 jobs)
As a Fractional CFO with experience scaling businesses to $1B ARR and executing $5B in M&A transactions, I bring executive-level finance leadership and hands-on operational expertise — exactly what early-stage and growth companies need to succeed. I work with startups, SMBs, and venture-backed companies to build business and financial models, financial infrastructure, optimize operations, and drive capital strategy. Why Clients Retain Me 1. Growth & Exit Readiness I partner with founders and investors to scale and position ventures for funding, M&A, or IPO. I've helped scale companies to $1B P&L, structured $500M in capital raises, and driven $5B in M&A — including the first pure-play SaaS IPO and a $145M public listing. 2. Capital Strategy & Fundraising I develop capital strategies from Seed through Series C that are aligned with business models and market timing. I’ve raised capital across CleanTech, SaaS, AI, Genomics, and Hydrogen Tech, spanning equity, venture debt, and non-dilutive funding channels. 3. Operational Finance for Deep Tech & SaaS Whether restructuring distressed assets or building new ventures, I deliver investor-grade financial models, SaaS metrics, dynamic pricing strategies, and full FP&A rigor. I’ve led finance operations for Gen-AI ventures, DTC turnarounds, and cross-border M&A initiatives. 4. Leadership in High-Stakes Environments I thrive under pressure — trained by U.S. Army Special Operations, tempered by boardrooms. I’ve rebuilt finance teams mid-crisis, restored investor confidence, and guided founders through critical inflection points. Areas of Expertise Leadership and Strategic Finance Financial Modeling (DCF, Comps, Dynamic Statements, Contribution Income, Investment Allocation) Capital Structure Optimization, Fundraising, and M&A Operational Restructuring, Revenue Generation, and Cost Reduction SaaS Metrics, ASC 606, GAAP Compliance, FP&A Systems ERP Implementation (NetSuite, Sage, QuickBooks), Risk Assessment, Governance Industry Experience SaaS | Software | Clean Energy | Advanced Materials | Biotech (Genomics, Devices, IVD) Global Experience EU | MENA | APAC | SEA Markets Capital Achievements $500M+ Capital Raised | $5B+ M&A Transactions | $145M IPO Notable Exits: SaaS, Clean Energy, Logistics, Enterprise Software

Pro Forma Statements
Venture Capital Consulting
Forecasting
Financial Modeling
Business Cases
Pro Forma Statement
SaaS
Business Plan
Business Modeling
Financial Analysis
Balance Sheet
Microsoft Excel
Intuit QuickBooks
$95 hourly
Dillon M.
- 5.0/5
- (59 jobs)
✅ THE MOST passionate Financial Analyst on Upwork. With years of Fortune 100 experience and many satisfied Upwork clients, you can trust that I will deliver actionable financial tools! Ready to exceed your expectations with: ► Excel Dashboards (including advanced VBA knowledge) ► Financial Models ► Data Visualization and Storytelling ► Financial Forecasting ► Investment Underwriting ✅ I am an effective communicator, dilligent and detail oriented. There will be no surprises when I deliver you your project on time and you will always be kept in the loop!

Pro Forma Statements
Budget Management
Real Estate Financial Modeling
Underwriting
Pro Forma Statement
Financial Modeling
Business Valuation
Financial Analysis
Analytics Plugin
Income Statement
Business Intelligence
Data Visualization
Microsoft Power BI
Microsoft Excel
$200 hourly
Jake L.
- 5.0/5
- (75 jobs)
Laser-focused on commercial real estate financial modeling, including developments, acquisitions, portfolios, opportunity zone projects, distressed debt, proformas, waterfalls, etc. My models are institutional-quality, and create a powerful impression on equity investors. Highlights: - Modeled billions of dollars worth of real estate at financial institutions - Microsoft Certified “Excel Expert” - Master’s degree 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 multifamily, office, industrial, retail, mixed-use, condo, SFR, manufactured home communities, land, self-storage, and all forms of hospitality (resort, hotel, motel, membership clubs, etc.). If you need a pro forma, waterfall, or any other real estate model, let’s chat.

Pro Forma Statements
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
$45 hourly
Bridget L.
- 5.0/5
- (12 jobs)
Buildium | Appfolio | Quickbooks | Financial Reporting | Financial Analysis | Statistical Analysis | Client Relations | Bookkeeping | | Financial Forecasting | Real Estate I am professional bookkeeper, financial manager and real estate agent. I have spent the past year as financial manager for a mid sized and rapidly growing property management company. My primary software experience is with Buildium, Quickbooks, and Appfolio. I specialize in account clean up and reconciliation projects. At my last role, I processed an average of $3000 a day of account payable invoices and $5,000 of receivables. I reconciled 8 bank accounts daily with 10-50 transactions per day. I was responsible for issuing 541 clients and vendors a 1099 tax form for the 2021 tax year. Additionally, I have extensive experience with data analysis and KPI tracking for the growth and development of a small to mid sized company. Excel is a program I feel very comfortable with in order to produce efficient and accurate financial records.

Pro Forma Statements
Account Reconciliation
Financial Analysis
Tax Preparation
Financial Report
Pro Forma Statement
Data Analysis
Business Intelligence
Property Management Software
Property Management
Finance & Accounting
Payroll Reconciliation
Bank Reconciliation
Microsoft Excel
Payroll Accounting
Bookkeeping
$115 hourly
Ashley C.
- 4.9/5
- (17 jobs)
Finance professional with expertise in commercial real estate investment, private equity, and structured finance. I specialize in building financial models for ground-up developments and acquisitions across various asset classes, including office, multifamily, residential, hospitality, and industrial. My work extends beyond modeling to investment strategy, due diligence, and capital structuring, evaluating opportunities from both an equity and debt perspective. I have advised institutional investors, private equity firms, and developers on deal underwriting, portfolio management, and financing strategies to maximize returns and mitigate risk.

Pro Forma Statements
Investment Research
Startup Pitchbook
Pro Forma Statement
Microsoft Excel
Forecasting
Startup Consulting
Financial Modeling
Finance
Real Estate Acquisition
Financial Analysis & Valuation
Real Estate Financial Modeling
Analytical Presentation
Management Consulting
Financial Analysis
Strategy
$275 hourly
Jason V.
- 4.9/5
- (477 jobs)
I am a highly specialized professional in custom financial modeling, leveraging the power of Excel and Google Sheets to deliver exceptional results. With over a decade of experience in financial planning and analysis, I have successfully catered to the needs of both large corporations and small businesses. My expertise lies in two prominent sectors: Software-as-a-Service (SaaS) and Real Estate. Throughout the past eight years, I have honed my skills in these industries, developing cutting-edge techniques such as cohort modeling to provide highly effective solutions. In the realm of real estate, I excel at constructing pro forma forecasting templates that encompass a wide range of joint venture waterfall structures. These include intricate elements such as IRR hurdles, general preferred return, preferred equity, and unique contractual agreements. I love all things CRE modeling. Within the SaaS domain, I specialize in crafting comprehensive 3-, 5-, and 10-year forecasting models. These models incorporate meticulous bottom-up assumptions to analyze subscription pricing strategies, contract lengths, retention rates, fixed and variable costs, CAC/LTV (Customer Acquisition Cost/Lifetime Value) outputs, and integrated 3-statement financial models. Regardless of the industry, I am eager to tackle any financial modeling assignment. My experience spans diverse sectors, encompassing everything from car washes and laundromats to product-as-a-service systems, construction companies, and everything in between. I work weekends and all hours.

Pro Forma Statements
Underwriting
Accounting
Financial Analysis
Financial Planning
Financial Analysis & Valuation
Business Planning & Strategy
Financial Projection
Pro Forma Statement
Joint Venture
SaaS
Google Sheets Automation
Real Estate
Real Estate Financial Modeling
Financial Modeling
Microsoft Excel
$125 hourly
Leo R.
- 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

Pro Forma Statements
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
$150 hourly
Matthew P.
- 4.9/5
- (55 jobs)
With a B.S. in Finance and extensive experience in M&A, I’m here to help you navigate acquisitions, mergers, and growth strategies that maximize value for your business. My approach is collaborative and focused on delivering actionable insights to investors, banks, partners, and stakeholders. Before joining Upwork, I had the opportunity to work closely with entrepreneurs to strengthen their acquisition strategies, improve ROI, and build compelling financial models and pitch decks. Since joining Upwork, I’ve been able to leverage this platform to guide ambitious business owners in achieving their goals through strategic M&A. I specialize in: M&A Strategy and Advisory Valuation and Financial Modeling Due Diligence and Risk Assessment Business Plan Writing Financial Projections Strategic Growth and Business Development Financial Statements Analysis Pitch Decks for Acquisitions and Sales My style is highly interactive—I ask a lot of questions to truly understand your business, ensuring that every recommendation is tailored to your unique vision and objectives. I love helping entrepreneurs solve their critical challenges by crafting strategic acquisition plans, building value, and positioning businesses for long-term success. Looking forward to collaborating with you!

Pro Forma Statements
Pro Forma Statement
Shareholder Relationship
Forecasting
Market Analysis
QuickBooks Online
Business Planning & Strategy
Financial Report
Market Research
Business Development
Business Plan
Business Analysis
Finance & Accounting
$35 hourly
Caleb C.
- 4.9/5
- (11 jobs)
Accounting professional with a rich history in the restaurant/hospitality/retail sectors. I specialize in financial modeling and new accounting system implementation. Wizard in Excel to create impactful yet visually striking reports for business specific analytics or standard reporting. Expert in day to day bookkeeping such as reconciliations, 3rd party integrations, cash flow management, A/P & A/R, budgeting, and inventory management. Quickbooks Certified Pro Advisor.

Pro Forma Statements
Data Analysis
Microsoft Excel
Bar
Restaurant
Pro Forma Statement
Modeling
Financial Reporting
Business Analysis
Inventory Management
Financial Statement
Ctuit Software Radar
Bookkeeping
Cash Flow Analysis
Bank Reconciliation
Intuit QuickBooks
$150 hourly
Joel B.
- 5.0/5
- (83 jobs)
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.

Pro Forma Statements
Pro Forma Statement
Financial Projection
Financial Analysis
Financial Modeling
Real Estate Investment Assistance
Project Finance
Real Estate Financial Modeling
Presentations
Microsoft Excel
$100 hourly
Jeff M.
- 5.0/5
- (18 jobs)
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.

Pro Forma Statements
Financial Projection
Pro Forma Statement
Financial Modeling
Industry Knowledge
React
Investment Research
Cash Flow Modeling
Argus
Real Estate Financial Modeling
Financial Analysis
Python
SQL
$105 hourly
Bruce N.
- 4.8/5
- (34 jobs)
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, e-commece, 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.

Pro Forma Statements
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
$65 hourly
Sh'Muel A.
- 5.0/5
- (23 jobs)
☑️ Master-Degree Educated ☑️ Big-Bank Trained ☑️ 10+ Year Experienced Part Time CFO and Management Consultant, specialized in helping Small Enterprises and Startups improve their Strategy, Operations, and Financial Analysis. ✉️ Hyper Responsive | 💲Willing to Work with Tight Budgets | ⌚ Available Sun. - Thu. I've helped founders develop businesses ranging from private equity-funded SaaS companies, graphic design studios, medical supply distributors, social media management agencies, to specialized consultancies. My comprehensive approach is "strategy first" to ensure that my client's have a path forward that informs all other financial, operational, and regulatory work they need. Here Are Some Services I Provide: - Financial Management Advising - Financial Statement Creation - Profitability & Cash Flow Analysis - Projections/Forecasting & Financial Modeling - DCF Financial Analysis - Business Strategy Development & Mapping - Technology Implementation - Industry and Competitor Analysis - Regulatory Compliance Research & Advising DISCLAIMER: I cannot provide legal advice or act as a legal representative or counsel as part of regulatory compliance work

Pro Forma Statements
Forecasting
Business Research
Startup Consulting
Financial Statement
Business Strategy
Business Plan
Pro Forma Statement
Financial Projection
Financial Analysis
Financial Planning
Financial Reporting
Financial Modeling
Cash Flow Analysis
Industry Research
Finance & Accounting
$100 hourly
Maurice N.
- 5.0/5
- (25 jobs)
“For the budgeting process, we really kicked that up a notch this year. Your diligence in digging into the operating agreements to understand the [historic tax credit] investment structures and nuances with each deal was greatly appreciated. The work that you did will pay off for this company for a long time.” “I never have to worry that you are going to get this part of the job done at a high level of quality and on time.” ------- I am an American CPA focused on supporting the real estate development and accounting needs of companies and individual investors. In this capacity, I founded Walutes Capital, a real estate accounting and development firm focused on real estate development, underwriting, asset management, and accounting. Additionally, I provide the below ad hoc real estate consulting services: -Integration of real estate investments into personal financial plans -Deal underwriting and underwriting model creation -Financial modeling and cash flow projections -Asset management process implementation and improvement -General consulting on real estate investing best practices I look forward to discussing your unique real estate goals - and how to achieve those goals. Available to work on a project or part-time basis.

Pro Forma Statements
Real Estate Financial Modeling
Real Estate Investment Assistance
SEO Writing
Underwriting
Article
Pro Forma Statement
Business Writing
Real Estate Acquisition
Content Writing
Financial Modeling
Article Writing
Blog Writing
Real Estate
Real Estate Financial Model
$40 hourly
Chaz G.
- 4.9/5
- (12 jobs)
Thank you for considering me for your next Real Estate Development. Whether you need an existing model reviewed or evaluated or need a complete model built, or have an MS Excel issue, I am the freelancer you need. What I can bring to your next development: • Extensive work experience in multiple areas of Real Estate Development • Expert understanding of financial modeling • Expertise in MS Excel, Word, PowerPoint, and Project • Ability to collaborate with you to get you the model you need quickly and accurately • 24/7 reliable communication. I will keep you up to date on the project status • A team member that wants your development to succeed as much as you do! Why you should choose me over others • I focus on providing you value and earning your trust • Over-Delivering, my focus is on giving you more than you are expecting. • Easy to understand models. I build models that anyone can understand. • Responsiveness. I strive to keep lines of communication open until you are satisfied with the product • Quality, I want you to have a product you are proud to use and show off. • Value, I want you to feel as though you got more than what you paid for and are extremely satisfied! About Me: I have over 20 years of experience in real estate development and construction. I have constructed well over 100MM in real estate developments. My experience spans the spectrum of development types. My experience includes but is not limited to; Single-family, Multi-family, Self-Storage, Retail & office, and even Hotel/condo models. I own and operate my own development company specializing in Multifamily, specifically Low-income housing tax credits (LIHTC). I have also worked in every aspect of the Construction and development process. My roles have included Project Manager, development analyst, market analyst, underwriter, and owner. Again, thank you for considering me. I look forward to being part of your next development team! Best Regards, Chaz G.

Pro Forma Statements
Real Estate Financial Model
Microsoft Excel PowerPivot
Microsoft PowerPoint
Financial Projection
Real Estate Financial Modeling
Pro Forma Statement
Modeling
Underwriting
Pitchbook
Real Estate Acquisition
Real Estate
Data Modeling
Microsoft Excel
Presentations
$75 hourly
Nicholas J.
- 5.0/5
- (20 jobs)
Thanks for taking a look at my profile. I've been on Upwork for over a year now helping my clients navigate complex, real world financial problems through the use of Excel. Whether it's in the real estate, pharmaceutical space, or anything in between, I can deliver on-time and profit-generating results. I have real world experience in commercial real estate financial modeling, budget/pro forma creation, and data analytics tools through companies such as Sentio Investments, Darden, and PCE Investment Bankers. Client satisfaction is my number one goal. I know everyone on here says that but if you take a look at my Job Success Score and my client reviews, you'll know I'm serious.

Pro Forma Statements
Financial Accounting
Accounting
Data Analysis
Budget Planning
Forecasting
Real Estate Investment Assistance
Financial Analysis
Financial Projection
Spreadsheet Software
Financial Modeling
Finance & Accounting
Real Estate Financial Modeling
Pro Forma Statement
Data Entry
Microsoft Excel
$100 hourly
Jake M.
- 5.0/5
- (7 jobs)
✅ EXPERIENCED, PROFESSIONAL, and RESPONSIVE Finance Professional, specializing in All things Corporate Finance, Forecasting, Excel modeling, Real Estate Analysis and Underwriting. With over 6 years experience under my belt, at both large institutions and boutique firms, I am a qualified contractor for your project - understanding the position of both Large and Smaller clients. I have a passion for numbers and can help you with financial modelling, forecasting and analytics. I can offer you: -Financial Modelling -Budgeting/Forecasting -Real Estate Underwriting -Financial Analysis, KPIs and Dashboards -and much more! -All work is completed by me -Providing quality wok and clear communication is important to me I look forward to working with you!

Pro Forma Statements
Cash Flow Analysis
Forecasting
Real Estate
Financial Analysis
Microsoft Excel
Financial Planning
Underwriting
Financial Report
Financial Modeling
Valuation
Mergers & Acquisitions
Financial Projection
Investment Banking
Private Equity
Pro Forma Statement
$100 hourly
Mitchell N.
- 5.0/5
- (7 jobs)
I am a real estate professional with experience in loan and equity origination, asset management, and portfolio management. Take a look below to see how I can help with your investment process. How I Can Help: * Property underwriting for all major property types * IRR and equity multiple cash flow waterfalls * Debt spreadsheets to handle construction, perm, mezz, and floating debt * Fund models for private equity * Underwriting models for all major property types * Sensitivity scenarios to stress test investments

Pro Forma Statements
Real Estate Investment Assistance
Visual Basic for Applications
Portfolio Management
Real Estate Financial Model
Asset Management
Pro Forma Statement
Financial Analysis
Microsoft Excel
Financial Modeling
Financial Projection
$100 hourly
Matt H.
- 4.9/5
- (7 jobs)
I’m Matt Hyder, an entrepreneur and former CEO who understands the challenges of scaling a business because I’ve lived through them. I’m passionate about helping companies avoid costly mistakes and achieve sustainable growth. Whether you're looking to optimize your Amazon sales, drive e-commerce success, or build a strong brand, I bring real-world experience and proven strategies to the table. Key Achievements: - Built multi-million-dollar supply chains from scratch. - Developed and executed robust marketing plans across D2C and B2B. - Managed a Board of Directors and secured partnerships with billion-dollar companies. - Raised millions of dollars in funding. - Featured in the INC. 5000 (#976) for fastest-growing companies. Areas of Expertise: Amazon & E-commerce Growth- - Amazon Mastery: Achieved 1st-page rankings on Amazon multiple times, driving millions in revenue—without paid ads. Helped one of the top 10 highest-revenue companies on Amazon LaunchPad. - E-commerce Success: Scaled a D2C website to over $10M in revenue through targeted marketing, conversion optimization, and customer retention strategies. Fundraising Expertise- - Pitch Deck Creation: Successfully raised over $5M with compelling, investor-focused pitch decks. - Data Rooms: Set up and populated 20+ data rooms, providing structured, category-specific documentation (e.g., term sheets, cap tables, go-to-market strategies). - Proformas & Budgets: Developed 10+ defendable, easy-to-understand proformas that sparked meaningful investor conversations and closed funding rounds. - Investor Relations: Managed deal flow, communication strategies, and closing processes to maintain strong investor relationships. Marketing & Brand Building- - Marketing Plans: Created and executed full-scale marketing plans for both D2C and B2B businesses, focusing on SEO, email campaigns, and customer acquisition. - SEO & Social Media: Achieved #1 Google ranking, outpacing major platforms like WebMD & Men's Fitness. Generated 15M+ views on social media with a positive ROAS. - Customer Acquisition: Developed strategies for discovering new customers and driving repeat purchases, improving overall lifetime value. - Email Marketing: Designed unique email flows to engage customers from their first visit to repeat purchases, increasing conversion rates. Brand Strategy & Partnerships - Brand Identity: Built compelling brand identities that resonate with customers through purpose, mission, and consistent messaging. - Partnership Development: Forged partnerships with 100+ professional athletes and worked with brands ranging from startups to billion-dollar enterprises.

Pro Forma Statements
Ecommerce
Business Plan
Financial Presentation
Investment Preparation
Pro Forma Statement
Fundraising
Pitch Deck
Venture Capital Consulting
Entrepreneurship
Crowdfunding
Startup Consulting
Search Engine Optimization
Lean Startup
Branding & Marketing
Marketing Strategy
$50 hourly
Robert G.
- 5.0/5
- (1 job)
I am a contractor with experience working for companies ranging from seed stage to large corporations. I have studied and worked at the intersection of advanced technology and business strategy. I enjoy researching and writing about complex industries, companies, and processes to gain insight into the future of the given category. I use quantitative and qualitative methods to translate complex topics into actionable content used to inform and direct strategic decisions and investment.

Pro Forma Statements
Economics
QlikView
Microsoft Excel
Company Research
Investment Research
Prompt Engineering
Pro Forma Statement
Niche Research
SQL
System Automation
Twilio
Business Process Model & Notation
Research & Strategy
Tableau
R
$65 hourly
Tony L.
- 5.0/5
- (1 job)
Hello! I'm Tony Liu, a seasoned Construction Project Manager and Real Estate Development Professional with over a decade of experience in managing large-scale development projects. I hold a Ph.D. in Construction Management and an M.S. in Operations Research from Columbia University, as well as a B.Eng. in Computer Science and Technology from Nankai University. Throughout my career, I've overseen complex projects including high-rise residential buildings, luxury condominiums, office and five-star hotel, with budgets exceeding $200 million. My expertise includes construction management, construction procurement management, real estate development process, entitlement & permitting, contract management, financial analysis, and stakeholder collaboration. I'm excited to offer my skills and experience to help you achieve your project goals. Let's build something great together!

Pro Forma Statements
Mergers & Acquisitions
Real Estate Financial Model
Real Estate Business Plan
Project Schedule & Milestones
Budget Management
Contract Management
Financial Analysis
Pro Forma Statement
Construction Management
$135 hourly
Dan H.
- 5.0/5
- (18 jobs)
You are trying to get your business to the next level, but without accountability and knowing your financial picture, the growth will be painful, and you will still do most of the work. Do you think that if you grow by 30% more than the prior year, you will be 30% better off? You might end up down 10% if someone isn’t watching the cash to make sure that the expenses required to fund that growth is covered by the increase in cash received, not just revenues. Many business owners think that all they need is some financial help, but the problem can often run deeper. Along with the skills to explain your financial statements to you, identify areas to improve efficiency, reduce costs, my background shows an ability to keep people on task and accountable. Finance consulting is an important function for every organization and includes weekly updates of metrics, financials and business processes. A management consultant who understands finance goes beyond the daily accounting needs to work as a partner to add its experience to all decisions — because all decisions have a financial element. The value of working with an experienced President/CEO, CFO and consultant is measured in dollars and peace of mind. The goal is to bring more clarity to your business, working with you to paint a clear picture of the future and hold people accountable for working toward the vision. Along the way, having someone ensuring that your decisions make financial sense also brings peace of mind — clarity. You should use me as the one to help implement the ideas, but the implementation is best when it is done in collaboration; guiding your employees to develop the standards to hold themselves accountable. Running a business is squishy because it's all about people. A conversation about your business will save both of us a lot of time. A phone call doesn't cost you anything; message me to set a time. Ready to help you move forward, Dan Hackett P.S. Hourly rates do not often make sense because helping a business is not task-oriented. Let's set a fixed fee to give you the certainty that you are getting value. Turn it off at any time.

Pro Forma Statements
Financial Modeling
Corporate Strategy
Pro Forma Statement
Management Skills
Business Coaching
Management Consulting
$145 hourly
Dustin D.
- 5.0/5
- (8 jobs)
About Me: Hi, I’m Dustin DeCusatis, a licensed CPA with a Big Four audit background, and over 20 years of experience in accounting, FP&A, and corporate finance. Since 2022, I’ve been providing fractional CFO and Controller services to small to medium-sized businesses, including 501(c)(3) not-for-profits. My passion is helping businesses gain visibility into their financial operations so that they can make smart financial decisions that drive long-term success. I work closely with each client to deeply understand their business, build trust, and drive meaningful results. What I Do: I offer hands-on, personalized fractional CFO and Controller services that go beyond surface-level support. I specialize in reviewing, refining, and optimizing accounting processes and systems to establish a solid financial foundation. From there, I help implement or improve processes for budgeting and forecasting (including three-statement models and cash flow projections), financial analysis, unit economics analysis, month-end close, and internal reporting; and then I own these processes going forward. Every deliverable and recommendation is tailored; no cookie-cutter models, no one-size-fits-all advice. I bring a dual background in accounting and finance, meaning you get a single trusted partner for all your financial needs. Whether you need help with bookkeeping oversight, financial reporting, FP&A, strategic pricing analysis, or internal controls, I’m here to guide your business forward. Depending on your needs, I can either lead and mentor internal staff or directly handle day-to-day operations. While I don’t prepare taxes, I have a solid understanding of the tax landscape and can partner effectively with your tax preparer to ensure smooth filings and identify tax minimization strategies. My Unique Approach: I believe that effective financial support starts with clarity around your goals. Whether you're focused on short-term profitability or long-term growth, I prioritize what matters most to you and help avoid distractions that don’t add real value. Unlike many fractional CFO firms, I operate as a sole practitioner and do not subcontract or outsource any work. This allows me to provide consistent, high-quality service and have direct knowledge of everything being prepared and delivered for your business. You’ll always work with me directly, ensuring personalized attention and the highest level of trust. Many fractional CFO firms prioritize growth and giving the appearance of scaling their business so that they become attractive acquisition targets. This looks good on paper but often can lead to the quality of deliverables suffering due to not having enough staff with the right depth and expertise, CFO leaders of the firm being pulled in too many directions to give sufficient attention to their clients, and/or outside investors having differing priorities from the operating practitioners (where investors are usually aimed at growth over quality). My approach is different. I’m not looking to scale for acquisition; rather, I do this because it is my passion. My focus is on performing meaningful work and providing hands-on strategic guidance to my clients as if I were part of the ownership team. By staying independent, I have fewer distractions and can dedicate my full attention to what I thrive on - helping you achieve your business goals by serving as the strategic bridge between the financials and the leadership team, and presenting actionable recommendations to help you to achieve your business goals. Why Work With Me: • No Outsourcing, No Subcontracting: You’ll always work with me directly. No revolving doors of service providers. 100% ownership and understanding of every detail of each deliverable. • Tailored Financial Solutions: I create customized recommendations based on your business goals, not generic advice. • Comprehensive Expertise: With over 20 years in accounting and finance, I can help with everything from day-to-day operations to high-level strategic decision-making. • Focused on Your Success: I’m here to drive results, not just scale a firm. Let’s work together to achieve your long-term goals. If this sounds like what you need, let’s connect! I’d love to learn about your business and discuss how I can help you streamline your financial processes, improve decision-making, and grow with confidence.

Pro Forma Statements
Internal Control
Presentations
Account Reconciliation
Microsoft Excel
Audition Preparation
Strategic Planning
Financial Analysis & Valuation
Financial Reporting
Financial Policies & Procedures
Pro Forma Statement
Financial Modeling
GAAP
Budget Management
Forecasting
Finance & Accounting
$200 hourly
Keith F.
- 5.0/5
- (12 jobs)
Harvard Degree in Economics and Finance, MBA in Finance from Wharton Business School, 10+ years of Finance, Accounting, Private Equity & M&A experience, Prior Associate at KKR & Analyst at Merrill Lynch. I specialize in the following: - Accounting services - Outsourced CFO/Controller services - Private Equity - Mergers and Acquisitions Advisory - Investor pitch decks and fundraising - Financial modeling - LBO and acquisition modeling - DCF modeling - IRR and returns modeling - Operational and financial modeling - Investor relations materials - Debt modeling - Leveraged lending - Budget preparation - Financial statement analysis and preparation - Business taxes and tax preparation EXPERIENCE: I have substantial experience in various fields of financial consulting, including: 1. Accounting (i) Acting as a Senior Account. (ii) Maintenance of monthly financial reports. (iii) Bookkeeping and monthly closing of books. (iv) Updating general ledgers and making accounting entries. (v) Preparation of financial statements. (vi) Working Capital, Accounts Receivables and Accounts Payables. (vii) Interacting with Financial Institutions and Auditors. (viii) Creating and updating ERP systems. (ix) Financial forecasting and budgeting. 2. Investment Banking and Private Equity (i) Acting as an outsourced VP or Associate. (ii) Conducting valuation of target companies and potential investments. (iii) Participating in M&A due-diligence and writing due-diligence questions and requests. (iv) Putting together virtual data rooms. (v) Writing Investment Committe Memorandum and presenting investment ideas to Partners. (vi) Analysis of the LOIs of target companies by strategic investors, PE firms, and other interested buyers. (vii) Review of financial arrangements done by the acquirer for the financing of acquisition costs. (viii) Normalized P&L analysis to determine actual cash generation capacity of the target business. (ix) Calculation of exit proceeds available to each cap table shareholder in case of exit. 3. Proforma financial modeling for businesses in various industries that have helped: (i) Founders raise funds from seed investors, convertible notes, Series A investors, Series B investors, Series C investors and also from banks. (ii) Founders determine the quantum of funding to be raised. (iii) Founders in making pricing decisions. (iv) Investors in determining what the expected return from an investment would be. (v) Lenders in determining whether the start-up will generate sufficient cash flows to repay loan installments. 4. Analysis of the raw data of the transactions of various businesses to determine and calculate different KPIs and make key decisions based on those KPIs. 5. Analysis of capital projects in infrastructure sectors such as power, road, water and transport involving millions of dollars of investment expenditures: (i) Helpful in determining whether the project is financially viable or not. (ii) Helpful in determining how much costs need to be reduced/benefits to increase to make the project financially viable. 6. Helped many small & medium business enterprises in financial planning & budgeting aiding them in: (i) Keeping track of their performance by comparing their actual vs budgeted figures. (ii) Managing their cash flows. 7. Helped real estate investors in hotel, multi-family, condos, syndicated deals, and commercial projects in: (i) Determining the amount of funding required for the project. (ii) Financial viability of the project. (iii) Calculating tariff, rental or sale value for the project to be viable. Industry Experience: consumer products, technology, SaaS, e-commerce, hospitality, restaurant, hotel & coffee shops, gyms, beauty clinic & spas, education & training, healthcare, real estate, power, media & entertainment; transportation, tourism, logistic, car rental, cruise, manufacturing, staffing & placement, event planning, cannabis, media, etc.

Pro Forma Statements
Financial Modeling
Business Valuation
Forecasting
Corporate Finance
Pro Forma Statement
Valuation
Financial Planning
Accounting Principles & Practices
$175 hourly
Andrew I.
- 5.0/5
- (22 jobs)
Salutations. I'm a former entrepreneur who found a passion for corporate finance after starting and selling a few businesses over the years. Now, I operate as a Fractional CFO for a few select clients, and advise other entrepreneurs on buying or selling businesses. I'm not the Harvard-Wharton-McKinsey-Goldman corporate guy who manages from a spreadsheet. I'm a guy with a resume built on hard success from starting and selling my own businesses, leading teams, raising capital, and advising dozens of business owners on doing the same. In short: I'm the guy who can build bombproof finance systems into your business. In total I've founded & lead 4 companies with 2 exits and worked with 100+ leadership teams ranging from startups to PE-backed SMBs to F50. All while working remotely. Some specific things I can help you with: - Financial planning & budgeting - Raising debt/equity capital - Cashflow management (incl. in a cash crisis) - Financial controls - Debt restructuring - Accounting incl. management - Bookkeeping incl. management - Analyzing and presenting key financial information to management & the board - Business strategy - Managing strategic objectives to completion - Operational Excellence in finance operations - Navigating the M&A process - LOI to Due Diligence to closing (buy-side) - Post-close integration (buy-side) Here's what some of my clients say about me: "Andrew has a knack for pushing the envelope and having it actually work. I watched over and over again as he brought fresh ideas and initiatives into fruition that directly translated into ROI... Andrew is a blast to work with. He's witty, hyper intelligent, and above all else, he genuinely cares about the people that are in front of and alongside him. 10/10." - President, SpeakerFlow "Working with Andrew has been a fantastic experience. I'm grateful to have him as part of the team! He brings great ideas to the table, keeps things organized, and sees his initiatives through. I would highly recommend Andrew and his partners for any project that you may have - you won't regret it!" - Senior Sales & Marketing Manager, CoolBot "Andrew is genuine. He offers information transparently, and in an accessible way - even if you don't have prior [technical] knowledge. Highly recommend Andrew and his team." - Founder & President, BELA / TCF "Andrew has developed and implemented several key projects and initiatives with our team in recent years and has simply exceeded expectations at every juncture... always with stellar results. Identify a project, talk to Andrew, and Go!" - EVP Sales & Marketing, Arctic Industries If we work together, here's what you can expect: 1. I will help you accomplish your goals with relentless focus 2. I will generate an ROI on my services 3. I will make sure to give you the tools and education you & your team need to succeed 4. I will not quit until we reach success. Failure is not an option.

Pro Forma Statements
Financial Analysis & Valuation
Financial Projection
Pro Forma Statement
Due Diligence
Corporate Finance
Financial Consulting
Business Strategy
Business Valuation
Mergers & Acquisitions
Business Operations
Financial Modeling
Financial Analysis
Business Transformation
Management Consulting
Marketing Strategy
$85 hourly
Jason D.
- 4.9/5
- (115 jobs)
I am a finance professional with an MBA in Finance and an Excel expert. I am comfortable using advanced financial formulas in Excel along with Macros, Power Query and Power Pivot. I have worked as a Financial Reporting Specialist for a Global Logistics company where I prepared financial reports for executive management; Some reports included 3 Statement models, Budget vs. Actuals and AR/AP Analysis. I have experience using Microsoft Power BI to build KPI dashboards for financial and data analysis. Please see my Data Visualization profile for specific rates and details. I build financial models as well such as Financial Projection Models, Monthly Cash Flow Forecasts, and DCF Valuation models. Please see my Financial Analysis & Modeling profile for specific rates and details. I use my critical thinking, educational background and attention to detail to solve problems in financial analysis & modeling. I provide financial tools to help you run your business at optimum efficiency. Allow me to handle the financial planning & analysis so you can focus on what you do best to grow your business.

Pro Forma Statements
Financial Reporting
Private Equity
Corporate Finance
Forecasting
Data Visualization
Dashboard
Financial Modeling
Financial Projection
Pro Forma Statement
Microsoft Power BI
Microsoft Excel
Financial Analysis
Want to browse more freelancers?
Sign up