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. 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
    65 hours
    4.98
  2. Jose Bello

    Jose Bello

    Business Plans + Decks + Research + Consulting

    United States - Last active: 1 day 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. Anup A.

    Anup A.

    Expert Financial Modeler and Excel Consultant

    India - Last active: 3 days ago - Tests: 2 - Portfolio: 2

    Anup is among the top financial modelers in the world. He has a passion for spreadsheet based solutions and has a diverse experience from his investment banking background and freelance practice. His clients talk highly about him. He sets the standards high and asks to Expect Awesomeness. He was a finalist at World Financial Modeling Championships 2014 at New York. Every year more than 4000 bankers, consultants, analysts, traders, auditors et al from more than 100 countries participate in the championships where the top 16 reach the finals. You can see his profile at http://www.modeloff.com/portfolio-item/anup-agarwal/ Experienced delivery of amazing dashboards, eyes widening automation tools, impeccable financial models and insightful analytics. A post graduate with experience in Investment Banking with awesome skills at MS Excel, Analytics and Finance.

    $30.00 /hr
    405 hours
    5.00
  4. Jonathan patrick L.

    Jonathan patrick L.

    Financial/Capital Markets and Business Consultant

    Philippines - Last active: 14 hours 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
    4,133 hours
    4.94
  5. 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
  6. Edward T. Hogya, CPA

    Edward T. Hogya, CPA

    Business Consultant

    United States - Last active: 5 days 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
    236 hours
    4.80
  7. Mike Ingenthron

    Mike Ingenthron

    Finance Director

    United States - Last active: 15 days ago - Tests: 10

    I have 15+ years experience as a controller and finance director, for both for-profit and not-for-profit companies. I specialize in financial reporting and analysis, budgeting, forecasting/trends and financial modeling. I'm very proficient in Excel including using of pivot tables and macros and have worked with several different accounting packages (Peoplesoft, Deltek, Peachtree, Quickbooks). I have a degree in Accounting from the Wharton School at the University of Pennsylvania. I can provide you with accurate, extremely efficient financial solutions and reports.

    $25.00 /hr
    0 hours
    5.00
  8. Peter Hansen

    Peter Hansen

    Management Consultant

    Malta - Last active: 4 days ago - Tests: 1 - Portfolio: 1

    Based in London (UK) and Malta. 20 years of executive management experience and 10 years as senior management consultant, specialising in evaluation of business performance, business plans, financial modelling, market research and strategies to enter new markets. Experience in global launch strategies and routes to markets. Preparation of business plans and investor proposals for start-ups to attract angel/crowd funding or finance. Substantial experience in tenders, RFP and Grant prep and submission. Substantial experience in franchising. Company set-up and international company structures. More than 20 years of top-management experience. World-wide experience with different industries, services and markets including product launches, Grants,Tenders and RFP

    $130.00 /hr
    3 hours
    4.91
  9. Artashes Vardanyan

    Artashes Vardanyan Agency Contractor

    MBA, ACCA, Business planning, Startups, Entrepreneurship, VC, Finance,

    Armenia - Last active: 1 month ago - Tests: 12 - Portfolio: 5

    In the fast changing business environment business and financial wisdom is very important to achieve sustainable results and better financial goals. Since 2012 on oDesk, I've helped start-up companies from all over the world to get their business off the ground by supporting them in raising funds from angel investors and VC companies. No matter how complex your business and finance related questions are, I have the capabilities and experience to build high quality financial models and business plans to show you the road-map how the choices you make today will affect your business in the future. My core values are – open communication, innovation, high quality services. Feel free to contact us anytime for free advice.

    Associated with: Fincos - Your business and financial doctor

    $27.00 /hr
    346 hours
    4.86
  10. Sohail I.

    Sohail I. Agency Contractor

    |Chartered Certified Accountant|CPA|Business Consultant|Excel Expert|

    Pakistan - Last active: 3 days ago - Tests: 10 - Portfolio: 6

    I am ACCA and CPA Member having more than 5 years of Experience that enables me to work effectively and efficiently. I am available to render my professional services to clients specifically in the fields of: 1- Investor Ready / Startup / Operational Business Plans, Sales and Marketing Strategy 2- Business Valuations and Feasibility Studies including investment appraisals 3- Financial Modelling, Financial Analysis and Financial Reporting 4- Fraud Examinations / Forensic Audits, Internal Audits, Statutory Audits, IT Audits 5- World Class Financial Excel Dashboards Designer 6- Financial Statements, Financial Projections / Forecasting, Ratios Analysis, Key Performance Indicators 7- Financial Reporting and Accounting Advisory (IFRS & GAAP) 8- Book-keeping (using Quick books, Xero, Peachtree and other accounting softwares) 9- Advance Complex Excel Modelling Assignments somoo89.branded.me

    Associated with: IMnS Business Solutions, IMnS Associates, Inc.

    $27.78 /hr
    93 hours
    4.90