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, 94 Financial modeling projects are completed every quarter on Upwork.

94

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 4.78.

4.78
Last updated: May 1, 2015
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  1. Jose Bello

    Jose Bello

    Business Consulting

    United States - Last active: 6 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
  2. Kamal S.

    Kamal S.

    Business Consultant I Accountant | Excel & Financial Modeling Ninja

    Pakistan - Last active: 1 day ago - Tests: 9 - Portfolio: 4

    I am an accountant by profession and an Excel Expert with a vast experience in designing and implementing innovative Dashboards. Over the last 5 years I had the opportunity to help clients across different sectors; this has given me unique insight into business operations. My core competency lies in identifying problems/ bottle necks in business and providing the most effective solutions. My key skill areas are: Microsoft Excel, QuickBooks, Financial Projections/Forecasting and designing interactive Financial Models My Microsoft Excel skills include pivot tables and charts, data imports/exports, custom functions, and transforming large sets of data into meaningful and insightful information. I make use of native features of Excel in new & exciting ways to push the boundaries of what can be done.

    Groups: salesforce.com

    $19.00 /hr
    739 hours
    4.94
  3. Michael T.

    Michael T.

    Corporate Finance Professional - Management, Analysis, Modeling, Excel

    Ukraine - Last active: 8 days ago - Tests: 3

    American Expatriate, very successful corporate finance professional with over 24 years of uniquely well-rounded hands-on analytical and managerial experience working with a variety of enterprises ranging from large financial institutions to smaller business start-ups. I have bachelor degrees in Finance and Economics. Primary skill set includes financial analysis, budgeting and financial projections, excel-based financial modeling, investment analysis and research, accounting, business plan creation, and creating meaningful efficiencies by automating routine reporting tasks.

    $10.00 /hr
    48 hours
    4.93
  4. Matsakyan Mikayel

    Matsakyan Mikayel

    Analyst & Expert

    Armenia - Last active: 19 days ago - Tests: 8 - Portfolio: 2

    I seek for additional opportunities to develop my skills and therefore earn relevant money based on my experience. Educational Background: PHD in Finance Work Experience: Currently Work as a Unit Manager @ a Telecom Company Skills: Proficient in business and statistical analysis, developing strategies and business plans Expert level skills in Microsoft Excel Experienced in working with databases Fluent in English (Paper based TOEFL-620, Computer based-260), Russian and Armenian

    $11.11 /hr
    20 hours
    5.00
  5. Ajay K.

    Ajay K.

    Financial Researcher/ Data Analysis/Excel Expert

    India - Last active: 2 days ago - Tests: 14

    Since last 5 years I am working in Equity Research, Banks and KPO Domain. Recently cleared Level 1 of the US CFA programme. Currently associated with Bangalore based KPO as a Business Analyst in Investment Research Team.My daily tasks involved preparing stocks reports and assisting client to identify the growth stocks listed on NYSE, Nasdaq followed by drafting a report on the same. Building excel based financial models for start ups and already established firms are also forms the part my job. I am seeking a challenging career in Financial Research & Analysis domain, wherein I can contribute to the company's growth and fulfil personal goals as well.

    $10.00 /hr
    596 hours
    4.93
  6. Faridul Abedin

    Faridul Abedin

    Financial Plan and Business Plan Expert

    Bangladesh - Last active: 1 day ago - Tests: 23 - Portfolio: 9

    Having more than 5 years of Practical working experience. Strong theoretical knowledge in the field of "Accounting, Finance & Management" I am a CPA and Cost Accountant. In addition, I have completed Bachelor and Master in Finance. My areas of expertise are (but not limited to): *Budgeting & Forecasting, *Financial Planning, *Proforma Financial Statement, *Financial Reporting, *Business Plan *Financial Statement Preparation *Consolidated Financial Statement *Financial Planning & Forecasting *Accounting *Book-keeping *Business & Financial Performance Evaluation *Financial Analysis *Capital Budgeting *Business Valuation *Free Cash Flow Analysis *Microsoft Excel Model *Market Research and Statistical Analysis *Ratio Analysis (Profitability, Competitiveness, Management Efficiency, Liquidity, Solvency, Capital Structure, Return to Investor) My main Objectives is to satisfy clients by accomplishing the task which will bring "Value For Money" to them and I have the ability to work under time constraints. A simple solution for small and medium size company for any types of Accounting and Finance related problems. HIRE ME TO GET RESULTS & SEE DIFFERENCE.

    $33.33 /hr
    594 hours
    4.96
  7. Santonu Saha

    Santonu Saha

    Financial Analysis

    Bangladesh - Last active: 22 hours ago - Tests: 18 - Portfolio: 1

    I have started my career as a Research Analyst conducting equity research and evaluating project proposals after completion of Graduation majoring in Finance. After working as a Research Analyst for three years, I have been promoted to Fund Manager for providing Portfolio Management Services for the last two years. In the mean time, I have also conducted Issue Management Services and Corporate Advisory Services for AB Bank Limited and later AB Investment Limited.

    $10.00 /hr
    2,259 hours
    4.98
  8. Ihor B.

    Ihor B.

    VBA Developer, Accountant

    Ukraine - Last active: 22 hours ago - Tests: 7

    I have a great experience in Excel and VBA development for it; Google Docs (Apps Script). Strong financial,accounting background due to ACCA qualification (Affiliate), 3 years audit work and more than 5 years fianacial analyst/controller experience. # Newer take job I cannot finish and propose infinite support for any task performed. I also have experience in the following areas: financial statements, financial modelling, requirements elicitation, processes description, SQL, JavaSctipt, UML 2.0, C

    $15.00 /hr
    231 hours
    5.00
  9. Naveen Nagoori

    Naveen Nagoori

    MBA with 6 years of management consulting, retail operations and IT

    India - Last active: 8 days ago - Tests: 6 - Portfolio: 3

    MBA professional from IIM Lucknow and B.Tech from NIT Warangal India with 6 years of experience in Retail operations, Management consulting and IT industries. Worked with industry leaders Hewlett Packard, Aditya Birla Group, Infosys. Well versed with business consulting, proficient in Office tools. Entrepreneurial, dynamic and creative work style.

    $55.56 /hr
    0 hours
    5.00
  10. Isaac A.

    Isaac A.

    Corporate Financing Sr Executive/Sr Underwriter and Credit Analyst

    United States - Last active: 24 days ago - 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
    0 hours
    5.00