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Financial modeling Job Cost Overview

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

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On average, 86 Financial modeling projects are completed every quarter on Upwork.


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Time needed to complete a Financial modeling project on Upwork.

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Financial modeling Upwork freelancers typically receive a client rating of 4.76.

Last updated: October 1, 2015
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Chad Morris

Chad Morris

Certified Public Accountant, Controller

United States - Tests: 1

I am a CPA controller that has extensive experience in preparing budgets and GAAP financial statements for the use of investors, executives, bankers, auditors and board members. A great deal of my experience has been helping start ups and small business, manufacturers and retailers. I have experience managing monthly close for all systems including AR, AP, inventory, fixed assets, revenue, payroll and all income Statement accounts.

$36.67 /hr
83 hours

Tekant U.

Tekant U.

Project Manager

Ukraine - Tests: 3

Dynamic, decisive, proactive, demanding and result-oriented professional with profound background in information technologies, software development and telecommunications. Solid experience in project management, sales and procurement. Successful educational degrees from highly reputable institutions. Fluent in English and proficient in Russian languages. PMI certified Project Management Professional (PMP).

$55.00 /hr
0 hours

Victor S

Experienced consultant (Management, IT, Business Process, Finance)

Indonesia - Tests: 10 - Portfolio: 1

My objective is to provide services with holistic approach. I have more than 6 years of experience in business consulting services in the area of IT, business planning, business process improvement and finance. I have been exposed to oil and gas, water utilities, agribusiness, telecommunication, financial services, manufacturing and retail services. Aside of business consulting experience, I also have experience in programming using Java, PHP, J2ME, ASP and SQL-based database.

$15.00 /hr
164 hours

Osama K.

Osama K.

Full Stack Python Eng, Data Scientist, AI/Machine Learning enthusiast

Pakistan - Tests: 7

Full stack engineer with proven Product Management skills and good understanding of Finance and AI/Machine Learning algorithms. I love to work around Python and its frameworks: Flask/NumPy/NLTK/Scikit-Learn, etc. Prefer Data Science (BI, Hadoop, Data Wrangling, etc) related projects. Love making nifty little scripts for BASH.

$40.00 /hr
0 hours

Aamir Butt

Aamir Butt

Data Visualization and Microsoft Excel Wizard

Pakistan - Tests: 4 - Portfolio: 5

I have a Bachelors Degree in Commerce and currently I am completing Chartered Accountancy Certification from Institute of Chartered Accountant of Pakistan. Over the last 4 years i have been working in Ernst and Young Ford Rhodes as audit senior and have conducted external and internal audits of various companies. I have significant experience of Accounting, auditing, International Accounting Standards ( IFRS/IAS ), Taxation , Corporate Law, Business processes Consulting and financial analysis. I have 5 years of experience of working with MS office particularly MS Excel and expertise in using Excel formulas and functions. I am also Visual basic programmer for Excel

100% Job Success
$16.67 /hr
204 hours

Angeline Wamai

Angeline Wamai

Business Analyst & CPA

Kenya - Tests: 2

I am a highly qualified, experienced and trained Business Analyst with 5 years of experience. My role involves acting as the liaison person to extract more utility and value addition in terms of functionality and ease of use from information systems. I am also Management Accountant, fully CPA certified and with 6 years of real-world experience in the busy accounting department of a large multinational company offering personal financial services. In this role I am charged with the accurate collection, recording, analyzing and reporting of the corporate accounts.

$12.00 /hr
50 hours

Lindsay Myers

Lindsay Myers

Consultant / Contract COO, CFO

United States - Tests: 5 - Portfolio: 2

SUMMARY: Consultant and professional writer with CFO and Director level experience with large health systems - hospitals, large multi-specialty physician groups, hospices, home health, and FQHCs. QUALIFICATIONS: Masters degrees with honors (3.9 GPA) in both Business Administration and Public Health, Bachelors in Financial Management with a minor in economics from U.S. regionally accredited institutions. 15 years of experience in Business Intelligence, Decision Support, Revenue Cycle, Financial Analysis, and Strategic Planning. TYPES OF PROJECTS Service line development plans * feasibility studies * business plans * outsourced decision support * pro forma financials * revenue cycle * process improvement * financial analysis * market analysis and market research * departmental restructuring WORK SAMPLES: Due to rampant theft of custom templates and proprietary information, I only provide redacted/ PDF samples of business plans, market analysis, etc. (serious inquiries only). Samples of my writing are public and posted below. RATES: Consulting: $100/ hour (remote); $150/hour (on site); professional and academic writing $45/hour (I provide project estimates and cap the billable hours)

94% Job Success
$138.89 /hr
59 hours

Waqar A.

Waqar A.

Financial Modeler,Financial Analyst,Excel Expert,Data Entry Expert,MBA

Pakistan - Tests: 15 - Portfolio: 9

A Highly Skilled Financial Analyst & Excel Expert having an MBA major in Finance. Currently working with a financial advisory company where i am responsible for: ✔) Building Simple and Complex Financial Models Using Excel for Startup Businesses, Existing Private Companies and Public Listed companies ✔) Projecting financial statements based on assumptions provided by client/industry standards/historical trends ✔) Flexible Dashboard Development to control the whole model ✔) Highlighting micro & macro-economic changes that can significantly impact the profitability and other financial ratios of company ✔) Designing PowerPoint Presentations to support the models developed ✔) Other day to day tasks like financial statements conversion from PDF to Excel, Consolidating existing financial models During my job tenure, I have developed financial models for Wholesale/Retail Store Business, PVC (Chemical) Manufacturing Company, Spinning Mill, Real Estate Construction/Sale/Rental and Bus Transportation Company I have transformed large sets of data into meaningful and insightful information by using excel functions. I have more than 3 years of professional Experience in Advanced MS Excel. I have full command over MS Excel functions and features, can perform the following tasks with ease. ✔) Data Analysis (Sales, Financial, Marketing and HR Data Analysis) ✔) Dashboard Development ✔) Inserting Excel Formulas ( V-Lookup, H-Lookup, Simple Lookup, If Condition, Logical Tests, Sum-if, Count-if, Array, Index, IRR, NPV, PV, FV, Concatenation and many other functions ) ✔) Inserting Pivot Tables ✔) Interactive Charts Development ( Bar Chart, Thermometer Chart, Speedometer Chart, Line chart, Pie Chart, Area Chart, Waterfall Chart and many Other as per requirement ) ✔) Data Sorting, Splitting and Merging ✔) Duplicate Entries Removal and Highlighting ✔) Advanced data Filtration ✔) Macros Inserting ✔) Validating Data ✔) Locking and protecting cells ✔) Automating the excel sheet ✔) Use of Developer Tools ✔) Conditional Formatting I am not limited to perform the above mention tasks, can perform many other complex tasks as well, through the combination of different functions in MS Excel. I pursue problem solving & Analytical Skills, always try to find innovative solutions to problems that can be helpful in future as well, I am a quick learner have urge to learn new things, very good with numbers & numerical analysis, ability to find required data through internet research. I am pleased to offer my help. Thank You! Regards, Waqar Afzal

77% Job Success
$14.99 /hr
55 hours

Isaac A.

Isaac A.

Corporate Financing Sr Executive/Sr Underwriter and Credit Analyst

United States - Tests: 2

- Commercial and Corporate accounts Sr Executive with wide experience as a Sr Underwriter and Credit Analyst. - Have occupied different Management positions related to the Administration and Sales Departments. - Performed many Management duties such as hiring, training and staff supervision; Market Strategies development and implementation, sales reports, sales projections based on the proper implementation of previously established Market Strategies, Market Index Analysis, staff schedule including vacation days and unexpected replacements. Cash register balancing, bank deposits, bank account balancing, open account receivables, negotiations involving providers, payroll issuance to be submitted to company's CPA.

$27.78 /hr
15 hours

Karol aka charles-chaim S.

Karol aka charles-chaim S.

Freelance writer and consultant

Poland - Tests: 26 - Portfolio: 1

I am not into all the pissing contests (eg.: Yes my dear Sir, hire me because I am the best). Preferring to focus on issues, not on hustling. I don't care about your background (eg.: We are 5 star oDesk provider) - in exchange asking not to be cross examined. Especially if you ask me to spill any details about previous projects. Why? Imagine that your employee gives you FABULOUS overview of his previous projects. You hire him, he does his job. Later he tells about the job he performed for you anytime someone asks him. Do you like it? Some of people here are real professionals - please, spare us from generic questions (why have you applied to this job - top of the tops) unless you like generic or cheeky answers. If you are wondering why my job history is not full of wordcandy (most are just settled contracts). 2 reasons: 1. Most of my contracts come from my long-term customers. Since they come back to me, I guess this speaks more than reviews. 2. I won't push you to get a review. It's not your duty to produce it. Which brings us to dessert: In the market economy the worker sells his services as other people sell their commodities. The employer is not the employees lord. He is simply the buyer of services which he must purchase at their market price. Ludwig von Mises P.S. For convenience and avoidance of doubt please don't send me contract without prior mutual agreement.

78% Job Success
$33.33 /hr
5 hours