Financial Modeling Microsoft Excel Freelancers

More options
Clear all filters
  1. Martin Nolan

    Martin Nolan

    Owner, Surten Excel

    United States - Last active: 21 days ago - Tests: 3 - Portfolio: 1

    I have almost 20 years experience using Microsoft Excel and other spreadsheets for problem solving and analysis. I have an engineering degree and a Masters Degree in Business Administration. I have experience in project management and analysis, problem solving, statistical analysis, mechanical equipment reliability, and root cause analysis. My passions as a Data Scientist are for building and optimizing Excel spreadsheet models for problem solving, decision modeling, optimization, data mining, dashboards, and reporting. I enjoy sharing my knowledge with others and have experience tutoring in Excel and mathematics. I am looking for opportunities to maintain and expand my skills in these areas.

    $28.00 /hr
    696 hours
    5.00
  2. Jose Bello

    Jose Bello

    Business Plans + Decks + Research + Consulting

    United States - Last active: 2 days ago - Tests: 1 - Portfolio: 11

    I create plans and models for entrepreneurs and startups. My documents help them pitch to investors, banks, and potential business partners. Many of my clients are founders, organizations and companies seeking to create business and marketing plans, business models, full pitch decks or online presentations. Among my past clients I have financial institutions, food distribution companies, entertainment start-ups, media websites and green energy companies, plus many nonprofit organizations. My best clients are the ones with new and disruptive ideas. In my process I ask many questions, do a lot of research, propose new ideas, explore diverse channel of distribution, provide a lot of graphics, create models using a canvas business model system, run numbers and create financial projections. At the end, I do everything I can to create useful and powerful documents for my clients. "OFF-LINE" I have my own business consulting firm working from New York City, (EST) but available around the clock. I have an MPA from Cornell University (USA) and I speak English and Spanish. ----- MY PHILOSOPHY on writing business plan is simple: every business plan is unique and every client deserves a professional and timely service. I do not over promise, I do what I said I will do. Simple. Some business and marketing plans are designed to get a loan from a bank, others to get potential investors excited about a project. Most of the time is a tool to raise money, but all the time should be an instrument to guide your future. In my work I get inspiration from big angel and venture capitalist firms, such as the giant investor Sequoia Capital; that has invested in companies like Apple, Google, YouTube, PayPal, Instagram, Yahoo!, Atari, Kayak, Zappos, and LinkedIn. I always suggest my potential clients to read what they are asking from people that want to get funds from them: www.sequoiacap.com/ideas They are not asking for a 100-page business plan. They believe that the best founders are clear thinkers. ----- MY PROCESS is also simple. I start with your ideas and your initial data and work until you are completely satisfied. I want to invite you to see my process of writing business plans here: http://goo.gl/ugB0l1 Before you hire me I give you a very clear plan of what I will do for you, step by step, with a feasible timetable. Again, I do not over-promise, I do what I said I will do. By hours, this is a breakdown of my typical development process: 1) Business Consulting (2-6 hours) 2) Market (Research and Plan) (4 to 8 hours) 3) Financials (4 to 10 hours) - 3 to 5 years of Sales, Profit & Loss, Cash Flow and Balance Sheet forecasts. 4) Writing (8 to 16 hours) - following the format of California VC firm Sequoia Capital and adding charts, maps, graphics, etc., to clarify your business pitch. My tools are 1)Internet for research, 2) Skype for communication, 3) ASANA to organize my work, 4) Excel to plot all financial projections, 5) PowerPoint to design pitch decks, and 6) a few RedBulls to work overnight and on time. Everything will start with a Skype chat and we go from there. ----- TERMS I work around your budget. I know that startups are not cash cows. Because every plan is unique, I like to discuss final payment terms during the interview process. My original bid is a guide for the client, and is based, usually, on a week of work (about 40 hours). Depending on the nature, format and stage of your business project, my work could take about a week and in some cases several weeks. My hourly rate is $80, and usually will take me 20 to 40 hours of work to develop a comprehensive plan. If you hire me as a fixed rate contract, I operate on a 3-payment basis. The first 20% is due at project start, a second payment of 40% at an agreed upon middle milestone, and the final 40% upon completion of the project. ------- SAMPLES Looking for samples of my work? Here is a list of some of my past projects: IT service start-up in Germany, data center in Uganda, online food service platform in Brazil, crowdfunding site in California, niche social network in the UK, nonprofit in Mozambique, real estate fund in Taiwan, TV production company in Los Angeles, agro-business in Nigeria, entertainment company in Holland, publishing service in Spain, beverage company in the UK, entrepreneurial education center in Dubai, pharmaceutical start up in Lebanon, electric company in Saudi Arabia, and several iOS native app start-up in Australia, Ukraine, Puerto Rico and USA. Sample Business plan - http://goo.gl/4AUmUy Sample Pitch Deck - http://goo.gl/YcIMWa If you request a connection via Linkedin you can see past clients’ recommendations here: www.linkedin.com/in/josebello ----- FINAL NOTE: If you do not hire me, let me wish you good luck in your future business. Keep it up and dream big. Jose

    $80.00 /hr
    535 hours
    4.87
  3. Bernard L.

    Bernard L.

    Word | Excel | PPT | Publisher | Ebook | Forms | Templates | Designs

    Philippines - Last active: 1 day ago - Tests: 17 - Portfolio: 8

    My earnest desire is to deliver high-quality output required by clients through rendering efficient administrative support tasks such as word processing, data entry, form conversion, reports and article writing. I have more than 15 years of work experience wherein I practically gained proficiency in using Microsoft/ Web/ Online applications. Several training and seminars gave me the opportunity to learn and use other software like Adobe Photoshop (CS3), ArcGIS (ArcMap 9.3 Version) Database (CBMS-NRDB). oDesk is now helping me in enhancing my expertise.

    $25.00 /hr
    725 hours
    4.94
  4. Anatoly Alekseev

    Anatoly Alekseev

    Analyst and programmer

    Russia - Last active: 14 days ago - Tests: 47 - Portfolio: 7

    Expert in VBA/Excel/Visual Basic 6/SQL, interested in Cuda, Python. Have some C++ and ASM experience. I'll be glad to help with: Optimization and automating of business-processes. Developing of decision support systems, E-commerce systems, including data interchange between Ebay/Amazon/SmugMug/ custom CRM systems. Web scraping/crawling, automated retrieval of weakly-structured data. Implementing methods of artificial intelligence (expert systems, artificial neural networks, genetic algorithms),data mining. Natural language processing tasks (intellectual textual search, natural language generation, etc). Imitational modeling (especially financial models, gaming), prediction of complex systems. Distributed applications, high performance computing (scientific computations), cloud computing (Azure/Amazon). Software reverse engineering.

    $55.56 /hr
    15 hours
    4.99
  5. Catherine R.

    Catherine R.

    I can make PowerPoint sing! I am "The Slide Master"!

    United States - Last active: 8 days ago - Tests: 6 - Portfolio: 43

    As a PowerPoint Specialist and Graphic Designer with over 10 years experience in the field, I strive to deliver your message in a unique fashion ... no cookie cutter approach for my Clients! I am a master of complex animations, i.e., applying two or more to the same object set to run simultaneously for specialized effects. Over the years I've also created pamphlets, brochures, eBook covers, and logos, but I'm most proud of my one-of-a-kind PowerPoint templates and presentations. I guarantee complete satisfaction and am pleased with my record of completing jobs on schedule and often ahead of time. Adobe Illustrator and Photoshop are among my most important tools as is, of course, PowerPoint 2010 in which I am certified by Microsoft. If it's a dynamic slide show that you need, mine are musically enhanced, when appropriate, and replete with photographic and textual animations which add visual excitement. Embedded video clips and split-second narration/slide timing are quick and simple to implement. Need it all turned into a video? No problem ... it's a snap! In short, I can make PowerPoint sing ... I am the "slide master"!

    Groups: Microsoft Certified Professionals

    $24.44 /hr
    1,439 hours
    4.91
  6. Christopher Conlan

    Christopher Conlan

    Statistician/Financial Algorithm Developer

    United States - Last active: 1 month ago - Tests: 6 - Portfolio: 1

    I use econometric and technical analysis to design algorithms for trading currencies, futures, and equities, which can be automated if desired. I bring a unique perspective to algorithm design by using academic rigor to design practical (and frequently non-academic) systems. I am also an experienced general statistician with education in actuarial sciences. Statistical consultant with experience serving the following industries: - Stock, Options, Forex, and Futures traders - Biomedical statistics - Subscription Services - Real Estate - Machine Learning - Casinos / Professional Gamblers - Geolocational Statistics Fluent in: - R - SAS - C++ - TradeStation EL - ExcelVBA - OxMetrics - STATA - Native fluent English speaker

    $45.00 /hr
    39 hours
    5.00
  7. Luke Otterblad

    Luke Otterblad

    AWS and GCE Engineer. Python, Javascript and Elasticsearch Programmer

    United States - Last active: 1 month ago - Tests: 7 - Portfolio: 3

    Senior software developer specializing in improving the accessibility, intelligence, and flexibility of code. Experienced at working with startups. My areas of interest and expertise that you may require include AWS and GCE Engineering, front end and back end web development, Elasticsearch integrations, recommendation engines, natural language processing and data analysis. Currently continuing a nine year career in analysis and web development. I'm highly self-motivated and seek challenging projects that match my expertise (http://github.com/lotterblad). Jobs I do: - Design and get systems up and running in the cloud - improve search and search user interfaces - integrate visualization and analysis pipelines - Make applications more intelligent by using things like recommendation and spam classifiers - Program front end UI designs and fix bugs related to cross browser compatibility - build out platforms communicating using API's Tools I use: - Amazon Web Services (EC2, S3, Elastic MapReduce) for development and deployment - Google Cloud (BigQuery, App Engine, GCE) - Elasticsearch Server for storage and query, Kibana and logstash for log management - Website and app development, Web Development, machine learning and natural language processing with Python and Java. - Web development with Node, Express, and Angular as well as other Javascript libraries like D3.js, jQuery, and three.js - Time series analysis, statistics and visualization with the R programming language - Database Development: Google Datastore and MongoDB (document database), MySQL and Postgres (relational), redis (key-value) and memcache - Twitter Bootstrap, or Responsive Design with jQuery, CSS, HTML for mobile responsive landing pages as well as general purpose web pages. - Integrations using Mule ESB Samples of open-source code available: http://github.com/lotterblad

    $90.00 /hr
    2,189 hours
    5.00
  8. Frank N.

    Frank N.

    Experienced Financial Analyst

    United States - Last active: 1 day ago - Tests: 12

    I am a CFA charterholder and CPA professional who wants to help businesses and organizations meet their goals. I graduated from University of Georgia with a B.B.A in Accounting and a B.B.A in Finance, and I am looking for spare work. I am interested in financial modeling jobs, financial planning, tutoring & homework help, data entry, accounting assistance, and other financial analysis. Formalized Work and Experience: • Experienced commercial lender and loan portfolio manager to the media, communications and entertainment sectors • Performed valuations for management planning; mergers and acquisitions (M&A); tax and financial reporting; and shareholder disputes • Responsible for executing extensive financial analysis, valuation analysis and pro forma financial modeling as well as performing in-depth industry, market, and company-specific research • Broad exposure of various industries including financial services, health care, energy, and manufacturing • Performed a full spectrum of mid-year and year-end auditing procedures for a large privately held company and a large publicly traded company • Provided a variety of accounting and finance related mentoring advice to entrepreneurs of small business owners to assist the sustainability and growth of their small business. • Coached and mentored entrepreneurs across a variety of early stage businesses and provided a sounding board to assist entrepreneurs to expand, grow, and invest in their business. • Assisted small businesses with bookkeeping and helped analyze and monitor budgets to identify cost overruns and potential misallocation of resources. • Can provide reconciliation and bookkeeping services as needed, which includes quick books and book keeping via excel. • Have extensive experience in the use of excel. Education: University of Georgia, Terry College of Business Bachelor of Business Administration in Accounting Bachelor of Business Administration in Finance Certifications: Chartered Financial Analyst (CFA) charterholder Certified Public Accountant (CPA), Georgia Secretary of State

    $25.00 /hr
    24 hours
    5.00
  9. Edward T. Hogya, CPA

    Edward T. Hogya, CPA

    Business Consultant

    United States - Last active: 1 day ago - Tests: 9

    CPA who started his career at Ernst & Young, served as an Accounting Manager for a sub of FedEx, a Director of Finance for a small manufacturer, and as a Contract CFO for multiple businesses. My work as a Contract CFO served primarily as a blend of Controller, Financial Analyst, and CFO duties. I prepare the financial statements for multiple businesses since 2005, and manage all aspects of supervising A/R, A/P, Fixed Assets, Payroll, General Ledger, and IT functions. • Tracked key metrics, and improved upon each as we grew the businesses • Assisted in the negotiation and valuation of an acquired business, which provided additional products and engineering bench, accelerating growth • Negotiated a credit facility for the expansion of an existing facility. This accommodated growth and provided additional production capabilities • Through a cost-benefit analysis, we expanded operational capabilities, vertically integrating certain product lines which were previously outsourced, generating margin enhancement on these products • Relocated two facilities to accommodate growth • Implemented ERP packages with each, streamlining across multiple functions, allowing staff levels to stay low as growth expanded • Developed and maintained Forecast tools for each – with a high degree of accuracy in modeling • Developed a pricing tool for a custom manufacturer, which creates a BoM, Routing, Estimated Costs, and Pricing review worksheets

    $25.00 /hr
    237 hours
    4.80
  10. Tasos K.

    Tasos K.

    CFA, Financial Modeller

    Greece - Last active: 1 day ago - Tests: 9

    Dedicated to bringing the benefits of top-level financial modelling to the small clients, tailor made to fit their specific needs, easy to use and great to look at. - CFA Charterholder. - Other education: 3 degrees from UK universities. - I finished in the top 30 (out of 3000 entrants) in the 2013 Financial Modelling World Championships (Project Finance). - My experience in model building exceeds 20 years, during which I have created over 200 models, many of which in high profile projects in the areas of Real Estate, Energy, Infrastructure. - My models have been audited by major auditing firms and used by the European Investment Bank among others. - My work experience includes over 11 years in the banking sector in Corporate and Project Finance Relationship Management positions.

    $23.00 /hr
    106 hours
    4.82