Financial modeling Professionals & Consultants

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Financial modeling Job Cost Overview

Typical total cost of Upwork Financial modeling projects based on completed and fixed-price jobs.

Upwork Financial modeling Jobs Completed Quarterly

On average, 97 Financial modeling projects are completed every quarter on Upwork.

97

Time to Complete Upwork Financial modeling Jobs

Time needed to complete a Financial modeling project on Upwork.

Average Financial modeling Freelancer Feedback Score

Financial modeling Upwork freelancers typically receive a client rating of 4.77.

4.77
Last updated: June 1, 2015
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  1. John P.

    John P.

    Business Finance Consultant

    United States - Last active: 1 day ago - Tests: 8 - Portfolio: 1

    My unique approach to financial management is designed to reveal both insights and opportunities. Building upon a background of National Account Management, Commercial Banking, Brokerage Services, and Senior-Level Financial Consulting, I draw upon a wealth of practical, first-hand experience to benefit clients in the ways that matter most: A broad-based understanding of business finance that achieves defined, sustainable goals. A common theme linking disparate industries at different stages of development and maturity comes courtesy of an understanding of the flow of every dollar, from sales to expense to operating income. Examined through a lens that is customized for every client and each business, and reflects their unique challenges and competitive advantages. The result is what I call Functional Financial Management. It’s not merely the numbers, but the story inside the numbers. Customized, relevant, and with a practical utility that can be nothing short of game-changing. These are also the hallmarks of financial management guidance provided through Business Expedition Partners, the financial consulting firm I founded to offer clients around the world specialized financial consulting. From start-ups to mature companies, it is an honest, hard-working, unrelenting attention to detail that delivers results exceeding expectations. Top 5% Odesk Contractor!

    $96.67 /hr
    3,234 hours
    4.94
  2. Jonathan patrick L.

    Jonathan patrick L.

    Financial/Capital Markets and Business Consultant

    Philippines - Last active: 1 day ago - Tests: 1

    I am a financial consultant who specialises in helping clients: 1. Engineer Financial Solutions to promote their financial aims; 2. Develop Strategies to obtain Debt or Equity Financing; 3. Create Strategic or Business Plans; and 4. Manage their investments whether by providing direct insights on Capital Markets or developing portfolios. I developed all of these skills through my 17 years of high-level experience in Capital Markets, Derivatives, Investment Banking, Private Equity and Treasury. Over this period, I have worked on multiple debt- and capital-raising projects, valued in the billions of dollars, with a superlative degree of success. I combine my vast experience with outside-the-box thinking, a high attention to detail, awareness of current business issues and a passion for excellence to any work I undertake. In many cases, I have been able to turn-around situations that people thought were difficult or impossible to the advantage of my clients/employers.

    $72.22 /hr
    4,149 hours
    4.94
  3. Martin Nolan

    Martin Nolan

    Owner, Surten Excel

    United States - Last active: 5 hours ago - Tests: 3 - Portfolio: 2

    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
    712 hours
    5.00
  4. Jose Bello

    Jose Bello

    Business Consulting

    United States - Last active: 9 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 - www.glaction.com. 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
    523 hours
    4.87
  5. Anatoly Alekseev

    Anatoly Alekseev

    Analyst and programmer

    Russia - Last active: 1 month 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
  6. Patrick S.

    Patrick S.

    Quant Finance, Trading Strategies, Algorithms, C#, Python, MATLAB

    United States - Last active: 1 month ago - Tests: 2

    If you want to create a trading system, run a statistical analysis, develop a pricing model, build a financial GUI, or find a pattern in a sea of data, I may be the guy to help. I work primarily in MATLAB, C#, and Python. On the finance side, I'm a CAIA Charterholder, with an Economics degree and experience at McKinsey & Company. On the technical side, I hold degrees (with honors) in Engineering, and worked at a number of California tech companies through the 1990's and early 2000's. Since 2008 I've focused my work in the field of computational finance. Recent clients have included: a Swiss proprietary trading desk (Energy Futures), a Canadian hedge fund (Currencies), a US asset management firm (Equities & Bonds), a US portfolio consulting firm, a US aircraft manufacturing operation, and several others. For those clients I have developed, backtested, and deployed alpha-seeking trading strategies, automated execution algorithms, portfolio optimization models, user-friendly GUI tools. Techniques have included machine learning algorithms, classifiers, feature detectors, digital filters, matrix-based models, and concepts borrowed from detection theory and signal processing, along with various technical analysis indicators. I've worked with many financial platforms and data feeds: Deltix QuantOffice (C#), CQG API, Bloomberg, Interactive Brokers API, MultiCharts (PowerLanguage), MultiCharts.NET (C#), TradeStation (EasyLanguage), FIX (HotspotFx), ITCH (HotspotFx), etc. I can integrate other systems with MATLAB or Excel where there's an advantage. I've created C/C++ .mex files, VBA macros, Java/MATLAB integration, MATLAB/Excel integration. I've been programming in MATLAB since 1990, and can sometimes get it to do things that others can't. I can also translate or port a MATLAB application to other languages, especially Python or C#. I'm located in Southern California. For clients located within 2 hours, I can drive to meet you (sometimes same day, schedule permitting). I'm also happy to work remotely. I'm a US Citizen and have held a security clearance, though it is no longer active. The foundation of every successful project is good communication. If you have a project that needs to be done well, then let's communicate!

    $95.00 /hr
    786 hours
    5.00
  7. Tamma Ford

    Tamma Ford

    Business Consulting. Business Writing. Language for Business.

    United States - Last active: 1 day ago - Tests: 16

    Business Consultant: Consulting for new or growing businesses. Strategies and guidance for starting up your company, for seizing expansion or funding opportunities and for adapting to change. Presenting ways of looking at your company that help you make both the easy and the hard changes: your product/service lines, revenue streams and pricing structures, staff issues, processes and procedures, vendor suitability, potential new markets, sales & marketing approaches, and more. Business Plans: I have researched and produced hundreds of short and long business plans hand-in-hand with the entrepreneurs or managers, resulting in funding and/or whatever the plan was meant to achieve. Full-length plans have included the business presentation in Word and Powerpoint formats, a presentation of Financial Projections and start-up costs in an Excel format. Business Writer: I have direct, multi-industry business-world experience and bring that knowledge to my writing for you. Well-organized, clear thinker able to translate the clarity to paper for you. I can provide great clarity for your readers in the many ways your business communicates - sales and brochure copy, email blast messages, business letters, descriptive copy for all kinds of products or services. Notably: Resumes, Cover Letters: Professional resume building, hand-in-hand with you. Functional and chronological, and some "free-form" upon request! Editing and proofing of these so that the English is correct, coherent and clear for your target readers. Compelling cover letters complete your resume. Fiction and non-fiction work: I can assist with all phases of E-book writing and/or e-book ghost-writing within my knowledge base - from helping outline and plan the book, to writing it from scratch for your review, to providing all types of editing of any book already completed or started by you. French to English: I am proficient in written and spoken French. I can translate most business and general topics from French to English with ease for you. I am able to compare, edit and proof any such translation you wish to have double-checked. Published Author: I have written numerous e-books and articles for myself and clients. Please view some samples via my Expert Author Profile on http://ezinearticles.com/?expert=Tamma_Ford as well! Language for Business: I have been an ESL - English as a Foreign Language - trainer for adults in the business world for 30 years.

    $35.00 /hr
    128 hours
    4.91
  8. Federico Orsi

    Federico Orsi

    Start-up, Finance and Management Consultant

    Argentina - Last active: 1 day ago - Tests: 4

    - Top Rated oDesk Freelancer with 100% Job Success - More than 6 years of professional experience in business consulting, working as a freelance consultant and in important businesses like Deloitte and Consultora Logística - Specialized in Finance and Management topics (financial models, pro-forma budgetting, business valuation, M&A, investment analysis, financial ratios, break-even analysis, discount rate calculations, capital markets, business plans, strategic planning, brainstorming of new business ideas, start-up planning, pitch decks, market research, investment teasers) - Hold a bachelor in Business Administration, Universidad Austral (awarded gold medal to best average) - Academic experience in the finance field, working as professor in finance subjects and as writer of academic papers regarding business valuation - Entrepreneurial experience, after creating and managing my own businesses called OK Tenis and Sostiene Pereyra Perchas (obtained the 1st place in Endeavor business plan competition) - Specialties: Finance, Management, Entrepreneurship, Strategy, Value Creation, Creativity and Innovation - Important academic awards received, such as schollarships to attend business conferences in Argentina (South American Business Forum, ITBA, 2008 and 2012) and in the US (Business Today, Princeton University, 2010), 1° place in the Award to Academic Excellence (Fundación Deloitte, 2009 and 2010), among others.

    $25.00 /hr
    119 hours
    4.98
  9. Oleg T.

    Oleg T.

    Excel financial modeler, business valuation expert and statistician

    Canada - Last active: 1 day ago - Tests: 16 - Portfolio: 20

    I'm good at statistical analysis, financial & business modelling as well as designing presentations. The products that I offer are: - structured Excel models that are fully automated, easy to 'read' and interpret and are beautifully designed (never heard about beautiful models in Excel?) - Power Point artistic and formal presentations done in a 'Duarte' style (this is kind of fancy way to express that I really know how to deal with presentations) - econometric modelling in all kinds of software including STATA, SPSS, Jmulti, Eviews etc. Hey, see what I have been doing for the last 4 years: - assisted Lionbridge with their internet assessing tasks - was engaged in financial modelling in Ernst & Young Valuation department - dealt with statistical analysis & modeling of banking products If you have read this to the very end, - you are AWESOME. I will be glad to offer my help. Sincerely, Oleg.

    $33.33 /hr
    770 hours
    4.98
  10. Arslan Habib

    Arslan Habib

    CFA Charterholder / ACCA Member

    United Arab Emirates - Last active: 5 days ago - Tests: 1 - Portfolio: 12

    CFA Charterholder and ACCA Member with particular interest in investment analysis, asset management, investment banking and private equity. Seven years of diversified and multidimensional professional experience of working with high profile clients across the globe. A strong background in both investment and accounting allows me to dig deeper into issues and read between the lines. My passion for number crunching and a meticulous research style has helped me in coming up with successful investment recommendations. Key Skills: Equity portfolio management, Equity Valuation & Analysis, Financial Modeling, Economic & Z-Score Modeling, Fund Analysis, Financial Analysis, Cash Flow Forecasting, Excellent Presentation Skills, Business Development Skills, Prompt command and skills in operating various software including Microsoft Office, Bloomberg, Lipper Investment Management and Matlab.

    $30.00 /hr
    12 hours
    5.00