Financial modeling Professionals & Consultants

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Financial modeling Upwork freelancers typically receive a client rating of 4.78.

Last updated: May 1, 2015
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  1. Timothy I.

    Timothy I.

    Intrinsic Valuation Specialist

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

    Independent equity analyst and valuation consultant specializing in practical application of valuation techniques. In the past several years, I have acted as a consultant to portfolio managers, analysts, and high net worth investors in a variety of capacities including public company valuation, M&A valuation, private firm valuation, and proxy contests. Contact me directly to inquire about availability for freelance, contract work, or exclusive hire.

    $60.00 /hr
    0 hours
  2. Stephen C.

    Stephen C.

    Expert Financial Modeler with Wall Street Experience

    United States - Last active: 3 months ago - Tests: 3

    I have used my expertise in Microsoft Excel to develop financial models of public and private companies for use by investors and executive management teams. I am also an expert in Capital IQ, FactSet, Bloomberg and similar financial data programs. I have working experience with VBA (which I use to automate my models), MS Access and Oracle database software. A few examples of my financial modeling work include: 1) a budget forecast model that was relied upon an an oil refining company for several years; 2) a cash burn rate analysis for stakeholders in a major iconic food manufacturing company; 3) the development of a strategy and budget model to forecast the ROI of an online marketing strategy of an eCommerce start-up; 4) the creation of a budget forecast for use in a pitch by a small music store in New York City seeking capital for expansion -- among many other projects. I am a financial analyst with equity research and private equity experience. As an equities analyst on the sell side I covered the steel and telecom services industries; as a buy side analyst I worked as a generalist, recommending successful stock ideas to portfolio managers in nearly every industry. Recently, I have started working with start-ups and more established companies, developing budget forecast models, market research and associated business strategies. In my work with stock picking and budget forecasting, I emphasize a focus on ROIC -- return on invested capital. As a stock analyst I tend to favor ideas that demonstrate growth-at-a-reasonable price. A model portfolio and examples of my deeper research are available at the link below. I continue to run an LLC engaged in equity research, market research, portfolio management and financial modeling services. My work included detailed scenario analysis of internally-used budget forecasts and cash burn rates for key stakeholders in large, privately held companies. Some examples of my past work:

    $199.00 /hr
    0 hours
  3. Rick W.

    Rick W.

    Financial Modeling and Business solution expert-Excel/Access Solution

    Canada - Last active: 08/10/2014 - Tests: 4

    Hi all, Just a bit of a career background about myself, I have experience as an Excel/Access database developer then as a Financial Analyst for large financial institution in Toronto, Canada. In this role I would automate financial operation functions. These includes: - Financial Modelling (Valuation/Risk analysis via Excel) - Equity/Fixed Income/Real Estate valuations - Sales forecasting - VBA coding - Excel forms (used for validation) - Inventory/Customer Management using Access - Accounting/Booking keeping solutions using Access - Database/Data mining/Relational Database solutions/Big Data solutions - Automation (Financial Reporting/Data entry) My undergraduate major is Computer Science and I am currently completing my Masters in Finance degree. I believe I have a very unique skill set as I am literate in both Finance and Computer languages. If you ask me for a financial solution I would not have trouble understanding what FCFE/Inventory/Equity Risk Premium/Revenues/CAPEX are. I can also add value to small business by streamlining data management techniques via automation and Access Database. My work will save you time, effort and will pay for itself. I also have blog on financial and investment matters ( If you have project in mind, please don't hesitate to contact me. Thanks for reading.

    $33.33 /hr
    0 hours
  4. Matthew Weber

    Matthew Weber

    Excel Modeling and VBA Solutions

    United States - Last active: 2 months ago - Tests: 4

    I have 6+ years of experience in the corporate offices of several Fortune 1000 firms in the US. I am an expert in buiding forecast and analysis tool in Excel, and have been in an analysis consulting role for the last 3 years working out of a private office working with individual clients to create innovative Excel and VBA solutions for their operations.. I have tested in the top 5% of Excel skills, and have big company modeling and analysis skills that I would like to apply towards projects for individual clients. I have built a solid reputation and client base on Elance, and am looking to expand and take on more work.

    $27.78 /hr
    0 hours
  5. Michael Tourville

    Michael Tourville

    Business Operations and Financial Analyst

    United States - Last active: 09/08/2013 - Tests: 2

    My goal is to build value for clients, plain and simple. I am a finance and accounting professional with banking, medical, business operations, regulatory, and strategic analysis experience. I use modern, efficient data analysis techniques and a strong base of experience in both technical and interpersonal skills to produce useful, compelling, and profitable analysis and strategic opportunity.

    $38.89 /hr
    0 hours
  6. Igor Ivanovski

    Igor Ivanovski

    Financial Management / Statistics&Maths / PC All Rounder

    Macedonia - Last active: 2 months ago - Tests: 7

    I am an Economist with B.Sc. in Financial Management, with a PC competitive edge and maths oriented High School background. I especially enjoy the "numbers" facet of Economics, statistics&maths calculations and computer work, which led me to my work experiences in - credit analysis - rates calculations&conversions - warehouse administration&sales of goods requiring calculations regarding measurements I also welcome the “people” facet of Economics, especially after long hours in front of the Excel cells, such as my work experiences of: - constant e-mail&phone communication for acquiring costs - person-2-person B2B sales etc. Regarding software, I have wide PC knowledge backed with official work experience in: - data entry - fast, with proven precision even on short deadlines - Microsoft Excel, PowerPoint, Word & Outlook; - Adobe Photoshop and Corel Draw - Macromedia Dreamweaver - basic experience - SQL server based warehouse application, including responsibility for head-to-head meetings with Head of IT support company regarding application requirements and development I have good general understanding of programming languages&databases and web page design which, although I do not offer professional web design or programming services, enables me to creatively apply my economic & maths knowledge in taking the initiative to suggest solutions and improvements, bearing in mind your specific business' economic&accounting needs VS general software&programming languages capabilities&limitations.

    $37.00 /hr
    0 hours
  7. Bernard Mahaley

    Bernard Mahaley

    Financial Analyst

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

    Thriving result oriented business professional with experience in financial analysis and financial modeling. Possess a strong ability to analyze transactions, cash flows, and P&L statements while effectively communicating trends to top management.

    $31.00 /hr
    0 hours
  8. Darach Ellison

    Darach Ellison

    Financial Modeller CGMA AICPA

    Ireland - Last active: 1 month ago - Tests: 1

    I am a chartered Accountant with VBA skills, who specializes in Building complex financial models for a variety of purposes such as: Venture Capitalist Pitches and Business Plan drafting Business/Asset Acquisitions: LBO/Mergers Revenue Forecasting Risk Analysis Financial Models for Obtaining Banking Finance I have produced and audited Financial models as small as €50K investments to Large +€1bn Asset Purchases, Proficient in excel and VBA.

    $50.00 /hr
    0 hours
  9. Avisha Khubani

    Avisha Khubani

    Financial Analyst

    United States - Last active: 1 month ago

    Highly capable, disciplined, goal-oriented leader with a powerful work ethic and drive. My past work experience has equipped me with advanced knowledge of financial analysis and a highly technical background in financial modeling. Specialties: Financial statement analysis, advanced financial modeling (DCF, LBO), strong industry research capabilities. Currently pursuing a CFA designation.

    $29.00 /hr
    0 hours
  10. Zaid Zeeshan

    Zaid Zeeshan

    Certified Public Accountant and Management Consultant

    United Arab Emirates - Last active: 1 month ago - Tests: 2

    I have 15+ years of experience in accounting, auditing, finance and management in USA, UAE and Pakistan. I am a Certified Public Accountant along with Certified Information Systems Auditor and Chartered Global Management Accountant from USA. I am also a Certified Six Sigma Green Belt. I have worked with companies in multiple industries ranging from public accounting, government, not-for-profit, manufacturing, consumer goods (FMCG), professional services and commodity trading. I use this varied exposure of multiple industries and multiple geographical locations to create truly customized and value adding solutions for my clients. I deliver these solutions with passion, integrity and high standards of quality.

    $200.00 /hr
    0 hours