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. Jonathan patrick L.

    Jonathan patrick L.

    Financial/Capital Markets and Business Consultant

    Philippines - Last active: 2 days 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
    4,146 hours
    4.94
  2. 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
    108 hours
    4.98
  3. Anup A.

    Anup A.

    Expert Financial Modeler and Excel Consultant

    India - Last active: 1 day 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
    415 hours
    5.00
  4. Mike Ingenthron

    Mike Ingenthron

    Finance Director

    United States - Last active: 7 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
  5. Cristovam Peres

    Cristovam Peres Agency Contractor

    Engineer of Ideas

    Brazil - Last active: 3 days ago - Tests: 4

    I am, first of all, a dreamer. And to make dreams come true, I sought knowledge and practical experience: I graduated in Materials Engineering from the Federal University of Santa Catarina and currently holding a MBA course in Finance from the Getúlio Vargas Foundation, both are very respected institutions in Brazil. I'm known as Engineer of Ideas for my experience in materializing business ideas. You can check my website for more info at www.engineerofideas.com I’ve experienced business activities in different companies from different sectores: metallurgy, processing of polymers, electronics manufacturing, startups and innovation consulting and engineering projects development. Now I'm flying solo to help people like you, to take your ideas of the paper. I believe that the best ideas resulting from the union of different minds and concepts.

    Associated with: Engineer of Ideas

    $25.00 /hr
    13 hours
    5.00
  6. David Stone

    David Stone Agency Contractor

    Financial Professional & MBA Grad

    United States - Last active: 1 day ago - Tests: 17 - Portfolio: 11

    PLEASE NOTE: At this time, I am only opening to working with clients on hourly (not fixed price) projects that meet or exceed my minimum $27.78 all-in hourly rate (net of 10% fees) and have an established history on oDesk/Upwork (which is open to interpretation, but generally either (i) 1-year of active history on the platform or (ii) 10+ completed contracts with favorable reviews). **Top 1% on Business Concepts (U.S.) test - Brainbench **Top 1% on Management Skills test - oDesk **4th out of 1050+ test takers in Day Trading test - oDesk **12th of 8700+ test takers in Business Writing Skills Certification - oDesk Are you looking for an experienced and reliable business professional with a strong track record in financial analysis, business consulting, and market research to provide consistent, best-in-class support to your important project or assignment? As a demanding client who rightfully expects quality work, rest assured that in hiring me you will receive high quality deliverables, executed on-time, with open communication throughout at a mutually-acceptable negotiable rate. I am a financial professional with over 10 years of progressive experience with financial institutions, Fortune 500 companies, and other reputable organizations. Furthermore I completed an honors undergraduate degree in economics from a top liberal art college in New York and hold an MBA in Finance. I look forward to advising my clients in accounting, finance, business plans, and business advisory services. I am eager to bring value to my clients, and thank you in advance for giving me the opportunity to work with you.

    Associated with: MBAFINANCE2010.COM

    $27.78 /hr
    36 hours
    5.00
  7. Artashes Vardanyan

    Artashes Vardanyan Agency Contractor

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

    Armenia - Last active: 4 days 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
  8. Vitaly Yakovlev

    Vitaly Yakovlev

    IT Pro (C#, C++, Java, project management, trading, derivatives)

    Russia - Last active: 12/16/2014 - Tests: 4

    I have over 9 years of expirence in Software Development in different projects on different positions. Started as C++ developer I moved to Team Leader ans Senior .Net developer in russian bank. I choose one of programming languages such as C#, C++ or Java due to the task and have no fear to learn new things. I'd like to get a task, understand employer needs, organize development process/team (if required), and work (including both managment and development tasks then required) until task will be done for employer satisfaction.

    $40.00 /hr
    211 hours
    4.99
  9. Righer C.

    Righer C.

    Project manager Cetified PMP, Financial advisor, Team Lead

    Spain - Last active: 1 day ago - Tests: 11

    Highlights: Project Management Professional- Certified PMP: - Planning, managing and controlling multiple and complex projects Financial expertise: - Equity and fixed income analysis - Montecarlo Simulations for derivatives pricing (risk) - Capital budgeting (cost estimates) / Business Plans Team Lead Ability to organize and schedule people and tasks effectively, autonomy and teamwork. Languages: French, English, Spanish, Catalan, Russian

    $30.00 /hr
    5,270 hours
    5.00
  10. Jose Bello

    Jose Bello

    Business 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 - 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