Financial modeling Professionals & Consultants

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

Upwork Financial modeling Jobs Completed Quarterly

On average, 97 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 4.77.

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

    Timothy I.

    Intrinsic Valuation Specialist

    United States - Last active: 2 months ago - Tests: 2 - Portfolio: 1

    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. Jeff L.

    Jeff L.

    Finance Director

    United States - Last active: 1 month ago

    Finance leader with broad experience in controlling, forecasting, planning, reporting and analysis of new projects and investments for Product Divisions, Sales, R&D, and Supply Chain organizations. Provide Senior Management financial/operational insight with thorough analytical and problem solving skills. Support strategic direction with an understanding of the long term view. Ability to work seamlessly with international and cross-functional groups. Strong interpersonal and communication skills with a talent for the development of Controllers and Financial Planning & Analysis Analysts. Detail oriented with solid process improvement and integration, IFRS, and SOX/internal controls experience.

    $40.00 /hr
    0 hours
  3. Vic Uzumeri

    Vic Uzumeri

    Expert Business Analyst and Project Manager with Web Tech Knowledge

    United States - Last active: 3 months ago - Tests: 1 - Portfolio: 3

    I have a PhD in management of technology and more than 30 years experience with business analysis, process design and IT system design and operation. * I am quantitative, systems-theory driven, technically-savvy, practical and highly literate in English. I have worked with Web 2.0, XML, a multitude of web applications, media design tools, statistical modeling tools, financial analysis tools, data visualization graphics tools and a wide range of eLearning tools and techniques. * I have hired more than 150 providers on oDesk and spent more than $150K over more than 200 projects.on * I have published books, articles and academic papers in elite publications. I have written hundreds of website pages, blog articles and white papers. * I built a boutique business in a college town developing high-level, video-intensive eLearning for Fortune 200 clients. * I taught operations and supply chain management at a major business school for more than two decades. I work with clients to help them: a) analyze their current (or planned) operations to understand the underlying dynamics. b) develop models (financial, logistical, operational) and business process designs to improve those dynamics. c) source talent in the global freelancer market to implement their plans d) project manage, or consult on project management to achieve high levels of performance and deliverables from freelance providers. e) create training, documentation and eLearning materials to convey best practice to key stakeholders.

    $50.00 /hr
    0 hours
  4. Kristin Cherry

    Kristin Cherry

    Consultant focused on smart business strategy & budget management

    United States - Last active: 4 months ago

    I am a top-notch business analyst, financial analyst, and strategic planner. I have over a dozen years' experience in these areas, with specializations in competitive intelligence and market research; business intelligence and reporting; project portfolio management & prioritization; business process analysis; and administration of $MM budgets. I love working with startups! I have created financial projections and pro formas, and pitched emerging companies to banks, venture capital firms and private equity investors. I can craft detailed business plans, and crystallize business strategies into compelling executive summaries and pitch decks. I am self-motivated and thrive in ambiguous situations. I make well-informed and astute decisions. I spot issues quickly, and have a knack for identifying creative, effective solutions. I bring experience in multiple industries including retail, ecommerce, software, legal, foodservice, travel/hospitality, healthcare, and the legalized cannabis industry.

    $120.00 /hr
    0 hours
  5. Traci Ray

    Traci Ray

    Experienced investment professional with PhD, CFA

    United States - Last active: 08/13/2014 - Tests: 1

    Hard-working, energetic and proactive investment professional, with 20 yrs in hedge fund and investment industry, and significant experience in Investment Research, Trading and Risk Systems, Portfolio Analytics, Risk Management, Quantitative Analysis, Fixed Income and Derivative Valuation, and Programming (C#, VBA). Also a former professor, having taught at the graduate and undergraduate level, performed quantitative and econometric studies and authored working papers. Skill Summary: Analysis - valuation of public and private firms - due diligence, financial modeling, financial projections - equity analysis, credit analysis, convertibles, PIPEs Transactional - Sourcing, evaluation, negotiation and restructuring of investments Risk and Systems - Creation of optimal hedge strategies - Design and programming of trading and risk systems (trade databases, real-time P&L, greeks, stress testing, VaR) Quantitative Analysis - Evaluation and back-testing of investment strategies - Econometric analysis of large data sets Derivative Valuation: - PDE, binomial/trinomial, finite difference, Monte Carlo Programming / Software - Excel, Access, Word, VBA, Bloomberg, Stata, R, SAS - C#, C++, SQL Server, LINQ, WinForms, WPF, Silverlight, .NET Writing - Research reports, marketing material Teaching - Corporate Finance, Managerial Finance, Investments, Security Analysis, Fixed Income, Derivatives

    $50.00 /hr
    0 hours
  6. Darach Ellison

    Darach Ellison

    Financial Modeller CGMA AICPA

    Ireland - Last active: 2 months 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
  7. Avisha Khubani

    Avisha Khubani

    Financial Analyst

    United States - Last active: 2 months 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
  8. Jonathan F.

    Jonathan F.

    Financial Consultant and Researcher

    United States - Last active: 13 days ago - Tests: 1

    PhD Finance Candidate 2016 Master Science of Finance,2013 CFA level II Candidate Accounting Bachelors, 2012 Programming languages: R, STATA, SAS, WinRats, MATlab, Java (script), PERL, C++, Microsoft Office Suite, UNIX systems Dynamic modeling and business solutions grounded in hard data research and expert interpretation. I have served, in a consulting capacity, as a 'financial officer' to small business firms. In that work I have advised on a wide-range of issues: from leveraging in real-estate transactions; how to appropriately handle debt-financing of the firm, stream-lining operations and in the greatest detail I worked in one project that involved taking local market and population data and performing a full economic analysis of the corporation in order to determine the optimal output for the company's services as well as the best pricing strategy given the competitors in that local market. I have additionally worked as a corporate tax analyst finding ways to reduce corporate tax spending. Currently I am working on projects that look at where to place additional store-fronts for one such company again using market analysis. I am highly competent and will only provide the most detailed, specific and direct information to my clients. My main skill set of knowledge is in financial analysis and corporate finance.However, it is often the case, if I cannot find the answer myself--I certainly know people who can. I pride myself on satisfying my clients in any way that I can. Providing the most powerful and insightful analysis is a huge asset to you and it is the service that I provide.

    $30.00 /hr
    0 hours
  9. Tim Ross

    Tim Ross

    Business Consultant/Change Management

    Australia - Last active: 1 month ago - Tests: 4

    1. Professional Summary 1.1 Services provided a. Due diligence Property investment/development, mergers and acquisitions b. Private Capital raising $67k c. Internal auditing/quality assurance (environmental/safety/management systems) d. Government grant application writing, implementation and acquittal $300k e. Training & learning materials development f. Training facility redevelopment 70 acres g. Contract writing/review h. Contract negotiation - complex, multi-party i. Business writing j. Training assessment k. Project management $500k l. Training manager - Client 70 participants 3 yrs m. Process development n. Product development o. Ecommerce/online learning platforms/CRMs /CMS p. Synergy identification/maximisation q. Management system review/development r. Legislation interpretation/application s. Dealing with regulators 2. Industries a. Carriage Service Provider (ISP/telephony/electricity) b. Agriculture/horticulture c. Disability d. Education e. Training and Assessment f. Land use planning/development g. Investment - Real estate, business h. Manufacturing

    $29.00 /hr
    0 hours