Hire the Best Real Estate Financial Models Freelancers
in the United States

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

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.

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!

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?

ALL YOU NEED TO KNOW: I combine 2 skills sets very well 1) I am highly analytical (proforma, feasibility analysis, market studies) 2) I am very design oriented (pitch decks, presentations, drone videography) NOT CONVINCED? HERE'S MORE ABOUT ME: Since 2014 I have worked as a freelancer focused on CRE, with clients ranging from a large property/asset management firm to an EB-5 Capital broker dealer, where I've done financial modeling, acquisition underwriting, investment pitch deck creation, and waterfall modeling. I worked at Marcus and Millichap (acquisitions/asset management, 6 years), RSG Inc. (Real Estate Consultant to Cities, 3 years), Wesco Homes and K.Hovnanian Homes (Planning, Entitlements, 2 years), and freelancer for 3 years. I have an MBA from UC Berkeley, an MA in Urban Planning from UCLA, and a B. Arch in Architecture from Cal Poly Pomona. The reason I am an ideal consultant, is that I work closely and iteratively with the client to ensure that the work delivered is of the highest quality, but is also analyzed and thought all the way through.

𝗧𝗼𝗽 𝟭%; 𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 𝗣𝗹𝘂𝘀 ✅ | Ex-JPMorgan | CFA | $1BN+ raised by my models | 99% JSS | $600k total earnings I work with funded startups, growth-stage companies, and established businesses on the financial infrastructure that drives decisions: investor-ready models, board reporting, scenario analysis, valuation, and ongoing FP&A. My clients have raised over $1BN in debt and equity using models I built, from seed rounds through Series B, including a unicorn and multiple $100M+ ARR businesses. I keep a small client base by design. The best results I've delivered have come from relationships where I have real context on the business, not one-off projects. I'm the person you call before a board meeting, during a fundraise, when an acquisition lands on your desk, or when you just need someone who understands your numbers as well as you do. Financial Modeling: A model is only as good as the understanding behind it. I build FP&A models with a deep focus on usability, auditability, and, increasingly, AI integration. The goal is a financial source of truth that different teams across the business can actually work from. Transaction Advisory: Extensive private equity and M&A experience across hundreds of millions of dollars of transactions. LBO models, waterfall structures, complex valuations, diligence-ready outputs. When the model is the deal, the details matter, and that's where the investment banking training shows up. Send over a deck, a business plan, or just describe what you're working on. I'll scope it same day.