Hire the Best Real Estate Financial Models Freelancers
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Here to help you make better real estate decisions via dynamic model creation. I have created hundreds of financial models for hotels, STR projects, senior living, multi-family and more. Former Hotel executive for AMResorts, CEO of a boutique hotel company, Owner Rep for a $80M hotel development, and consultant to many more hotel projects. As such, I can help with anything for your hotel project. Financial modeling, Capital Raising, Operator Search, Document Negotiation, Marketing, Revenue Management, etc. I also help Short-Term Rental clients with financial analyses for purchase decisions. Senior Living and Multi-Family analysis as well. Formerly an investment banker and consultant so can help with data analytics, financial modeling, and Excel work. Advanced Excel skills. I will set up your model to deliver strong insights in an easy-to-understand way with lots of flexibility to make business decisions easier. I have an MBA from a top-tier university and Ivy League undergrad as well as helped launch 3 start-up companies. My overall business acumen will add great value to your project. -Matt

Hello There, I am a freelancer with over 15 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!

Proven on the ground and now here on Upwork, I am determined to make my mark in freelancing as a highly skilled accounting professional, having hands on experience with 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗜 𝗫𝗲𝗿𝗼 𝗜 𝗪𝗮𝘃𝗲 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗜 𝗭𝗢𝗛𝗢 𝗜 𝗢𝗱𝗼𝗼 𝗜 𝗕𝗶𝗹𝗶𝗱𝗶𝘂𝗺 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀: ✅ Implemented a QuickBooks Online system for a small business, resulting in a 15% reduction in accounting fees. ✅ Prepared financial statements that assisted a client in securing investment for business expansion. ✅ Reduced a client's accounts payable by 10% through the introduction of an effective bill management system. A Chartered Financial Analyst (CFA) with over 10 years of experience in the financial industry, now specializing in cloud-based accounting platforms. I specialize in delivering tailored business, operational and financial strategies to propel businesses forward. I offer comprehensive financial services across a variety of industries, including technology, retail, healthcare, manufacturing, real estate, and e-commerce platforms such as Amazon, Shopify, and eBay. 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗜 𝗼𝗳𝗳𝗲𝗿: 1. Managing invoicing and billing processes 2. Performing account reconciliations 3. Managing accounts receivable and payable 4. Administering payroll management 5. Developing a chart of accounts 6. Conducting journal entries for year-end adjustments 7. Transferring data across various accounting platforms 8. Generating management reports 9. Creating financial statements from raw data 10. Conducting data entry, ledger maintenance, and trial balance preparation 11. Performing ratio analysis 12. Conducting feasibility analysis and reporting 13. Providing virtual assistance services 𝗪𝗵𝘆 𝗺𝗲? 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: I bring a high level of proficiency and knowledge. 𝗖𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗲𝗱 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: Tailored strategies and solutions to meet your unique business needs. 𝗔𝘁𝘁𝗲𝗻𝘁𝗶𝗼𝗻 𝘁𝗼 𝗗𝗲𝘁𝗮𝗶𝗹: Meticulous and thorough approach to ensure accuracy and compliance. 𝗔𝘃𝗮𝗶𝗹𝗮𝗯𝗶𝗹𝗶𝘁𝘆: I am available 24/7 from my well-equipped corporate office with a strong internet connection. Whether you're a small startup or a large corporation, I am here to assist you in navigating the complexities of financial management. Let's collaborate to achieve unparalleled business success. I look forward to your inquiries and invites.

I’m the Top 1%, Expert-Vetted, Finance Freelancer who Upwork clients turn to who don't want to risk leaving money on the closing table. I have become a go-to consultant with the secret sauce recipe here on Upwork for supporting M&A client transactions, as well as business brokers who are seeking that "ultimate monetization outcome". A.I. offers many promises but in the financial services industry the "human in the loop" is that measure of additional security that helps prevent those embarrassing A.I.-generated outcomes that kill deals and opportunities. I have over 30 years of experience in due diligence, QoE reporting, negotiations, fraud elimination programs, transaction structuring, and selling businesses. I will help you keep it out of the ditch and sleep at night. You don’t have to settle when you can have the best for a fraction of what I used to charge on Wall Street - and that makes me the obvious choice for all your business management consulting needs. I also have decades of capital markets experience with Reg. D offerings (506(b) and 506(c) private placements), Reg. A offerings, crowdfunding, and Rule 241 Testing-The-Waters money hunts that include commercial real estate, B2B, B2C, and e-comm engagements, as well as a large practice experience in tax-advantaged offering engagements such as Delaware Statutory Trust (i.e., DST) underwriting due diligence, and documentation. Key experiences you will want in your corner for this engagement: * Proven history of cost-efficient business reviews of investment, bank, and transaction documents, as well as document drafting and transaction structuring. * Millions raised for my own projects. * $2 Billion+ in valuations for Upwork clients. * $15 Billion+ in underwriting, feasibility, and capital raise projects over the years. * Over 100 client assignments complete with rock-solid 95%+ Client Success Rating. * Former FINRA Compliance Vendor - SEC compliance is in my bones for crowdfundings, Reg A. and Reg D securities offerings. * Buy-Side/Sell-Side - Always the Guy on Your Side. Note project listings below for those must have services for small business transactions. * Maximized Equity Monetization Program (for qualifying businesses) aimed at getting you that top quartile valuation/sale price outcome. You can get there from here, but it starts with reaching out to the professional who just doesn’t stop. I love this business, and you will too – I guarantee it. In most cases, your initial consultation fee will be applied to the engagement, so why go anywhere else when the go-to Freelancer is the obvious choice?

I help startups, companies, and organizations create strong Brand Identity systems, Logo Design, and Presentation Design that look professional and communicate clearly. My work covers: • Brand Identity & Brand Guidelines • Logo Design & Visual Identity • Branding & Brand Strategy • Pitch Deck Design • Investor Presentations • PowerPoint Presentation Design • Sales & Marketing Presentations • Business Presentations 📌 578+ completed Upwork projects 💰 $650K+ earned on Upwork ⏱️ 3,300+ tracked hours 📈 100% Job Success Score 🏆 Top Rated Plus freelancer Not template work. It is senior-level Presentation Design built for real business situations where slides need to look clear, expensive & believable My work sits where Branding strategy & Logo Design thinking, Graphic Design structure & PowerPoint production, Presentation storytelling & Pitch Deck communication meet. Clients come to me when the material is important, the audience is serious & the existing deck or visual system does not yet match the level of the business Clients come with one of three problems: a raw PowerPoint Presentation file that looks crowded, a Pitch Deck draft with weak investor logic or a Branding direction that needs to become a clean Logo Design Graphic Design system across slides, reports, sales decks or board materials I help with Presentation Design for high-stakes business situations, not just pretty slides. That includes PowerPoint Presentation redesign, Investor Pitch Deck structure, Business Presentation design work, Marketing Presentation design work, Sales Presentation design work, Financial Presentation design work, Fundraising Presentation design work, corporate report layout, keynote support, Google Slides systems, Pitchbook-style presentation work & editable Microsoft PowerPoint templates Core services • Branding support for founders, startups, SaaS teams, AI companies, consulting groups & enterprise teams • Logo Design refinement, brand identity cleanup, visual direction & branded Presentation Design systems • Graphic Design for corporate decks, booth assets, one-pagers, reports & Marketing Presentation • PowerPoint Presentation redesign with editable native shapes, master slides, custom layouts • Pitch Deck Design for pre-seed, seed, Series A, Series B, VC meetings & capital conversations • Google Slides work, Keynote & Microsoft PowerPoint systems for teams that need clean internal editing after delivery My approach is practical. I first look at the business goal, audience, existing brand materials & decision context. Then I rebuild the Presentation structure around message hierarchy, slide logic, content density & visual rhythm. After that I apply Graphic Design polish, Branding consistency, Logo Design placement, typography, icon systems, Data Visualization work, Infographic design & final PowerPoint production details so the deck feels clear, premium & ready for real use For Pitch Deck projects, I focus on investor communication. A strong Pitch Deck system needs more than attractive visuals. It needs a clear problem, sharp market framing, believable traction, simple business model explanation, strong team positioning, clean financial story & slides that feel easy to scan. I can help turn rough notes, old decks, Google Docs, financial models or raw screenshots into a Presentation system that is easier for investors, boards & internal decision-makers to understand For Branding & Logo Design projects, I focus on usage, not only appearance. A logo has to work inside a real Graphic Design system. It needs to hold up on Presentation covers, section dividers, website graphics, sales collateral, PDF reports, investor materials, booth graphics & social assets. When the Brand Identity direction is already set, I can build around it. When the brand feels messy, I can clean the identity, align the design language & make the PowerPoint Presentation system feel consistent Typical clients include startup founders, enterprise executives, VC teams, PE teams, B2B SaaS companies, AI & DeepTech teams, nonprofit leaders, consulting firms, creative agencies, marketing departments & teams that need a senior Graphic Designer with strong PowerPoint Presentation & Pitch Deck experience If you need Branding work, Logo Design Graphic Design work, PowerPoint work, Presentation Design work or Pitch Deck help for a serious business moment, send the current files & the goal. Tools & skills: Branding · Logo Design Graphic Design · Graphic Design · PowerPoint · Presentation · Pitch Deck · Presentation Design · PowerPoint Presentation · Microsoft PowerPoint · Google Slides · Pitchbook · Brand Identity · Brand Strategy · Data Visualization · Infographic · Keynote · Adobe Illustrator & Adobe Photoshop

Previously Senior Valuations Consultant at a top commercial real estate valuations firm; I have expert-level experience with Argus Enterprise, Excel, financial modeling and projections, and real estate underwriting and valuations. I also have an intense passion for spreadsheets and automation, and am a Google Sheets expert.