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Financial modeling Upwork freelancers typically receive a client rating of 4.76.

Last updated: October 1, 2015
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Hammad Tauqeer

Hammad Tauqeer Agency Contractor

The Complete Package

Pakistan - Tests: 6 - Portfolio: 2

To bring my personal Brand of effective and engaging financial skills to a larger audience, I have over 12 years of experience, through that I have worked in areas of auditing, investment banking, product development, trading in stock and Forex, fixed odd betting, business planning, project management, credit reporting, accounting and system implementation. My objective is customer satisfaction.

Associated with: NSASS

82% Job Success
$8.89 /hr
2,599 hours

Vishal Shinde

Vishal Shinde Agency Contractor

Data Analyst, Advanced Excel, VBA, Dashboards, Finance

India - Tests: 11

I am a MBA with Specialization in Marketing & Operations Management. I have a bachelors degree in Computer Science. I have a 10 years experience in the field of Finance, Stock market, financial analysis, portfolio management, Stock research, client servicing, Data analysis.. I have strong knowledge of Excel using advanced formulas, Pivot table, VBA and Dashboards. Deep understanding of amazon-web-services. I am here to build a long-term work relationship with good clients. I assure my clients timely, accurate and innovative solutions. I also ensure trustworthy career. Areas of Expertise : - Complete applications in Excel, VBA, and Visual Basic, SQL, Microsoft Access. - Custom Workbooks, Advanced and Interactive Charts - Custom Templates - Specialized VBA procedures and functions - Financial Dashboards - amazon-web-services - Data analysis

Associated with: Freee Up

100% Job Success
$8.89 /hr
4,883 hours

Jonathan patrick L.

Jonathan patrick L.

Financial/Capital Markets and Business Consultant

Philippines - 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.

100% Job Success
$72.22 /hr
4,219 hours

Santonu Saha

Santonu Saha

Financial Analysis

Bangladesh - Tests: 19 - 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.

100% Job Success
$10.00 /hr
3,080 hours

Sakshi Goel

Sakshi Goel Agency Contractor

Experienced Investment Banker from Copal Partners & Commera Capital

India - Tests: 2 - Portfolio: 6

I had done MBA with specialization in Finance and have worked as an Investment Banker for 5 years in “Copal Partners”. I had developed course modules as study content as well for various core areas of finance such as Investment Banking, Equity Research and others for an investment banker training institute. Currently, I have been associated with Odesk from more than three years and working with a US-based Investment Banking firm as Senior Associate on various tasks. I have worked on various tasks as follows: Valuation and Modeling: Comparative company analysis, PESTEL analysis, precedent transaction analysis, financial and operational benchmarking, capital structure analysis, WACC analysis, SOTP analysis, football field valuation and financial modeling (incorporating DCF modeling, merger modeling, accretion and dilution analysis, and sensitivity and scenario analysis), as well as other customized ad-hoc analysis. Qualitative and Descriptive: Company and country profiles, industry overviews/write-ups, thematic industry studies, pitch-book support, macro-economic studies, legal entity diagrams, financial analysis, management profiles, case studies, competitor landscaping, share price graphs, analyst recommendations, and other ad-hoc customized research. Informatics and Processes: Regular external and internal newsletters, buyers lists, briefing packs, market updates, presentations and graphics services. M&A Analysis: information memorandums, IPO and M&A case studies, competitor analysis, share price graphs, synergy analysis and target and acquirer analysis Others: I can create investor presentations and can create business proposals for various new start-ups. Since I have the experience of working with big investment banker so you can be sure that I’m very keen about the details of the work. You can check my work history for a reference.

Associated with: Rugged Financial Technologies

99% Job Success
$26.00 /hr
4,593 hours

Usama Rawasia

Usama Rawasia Agency Contractor

Business Plan, Financial Modeling in Excel, Bookkeeper and accountant

Pakistan - Tests: 12 - Portfolio: 2

I am ACCA (Association of Chartered Certified Accountants). Over the years i have developed myself as expert in all Accounting Module Software like Quickbooks, MYOB, Quicken, MS Office and MS Excel 2007 using charts, formulas and pivot table. Furthermore, i have been writing business plans for newly startup businesses. Moreover i have command over MS Excel financial modeling spreadsheets like for costing, Discounted CashFlows (for appraising investments) , Budgeting and forecasting, Variance Analysis. Futhermore i am owner of urbookkeeper ( just google it to know about it further !) My expertise and services includes.. Business Plan Writing (Including Marketing Plan and Financial Projections). Financial Modeling in Excel. Initial Accounts setup in any Accounting Software. Transaction Accounting. Online Bookkeeping. Accounts Payable Management. Accounts Receivable Management. General Ledger Accounting and Maintenance. Reconciliations of Accounts. Financial Statement Preparations. Interpretations of Financial Statements. Reporting of Financial Statements and Evaluation of Business. Payroll Services. Financial and Non- Financial Analysis of Financial Statements. Investment Appraisal. I am fluent in written and spoken English. I believe in quality work, quick turnaround and the right kind of price. Moreover, I am quick in communicating through emails, skype, gtalk and phone.

Associated with: Rascons Financial Services

90% Job Success
$11.11 /hr
2,042 hours

Filip Angelov

Filip Angelov

Business and Financial Consultant

Macedonia - Tests: 8

BA Finance and Accounting Passed CFA level II Experienced and highly knowledgeable in - Due Diligence - Valuation of private and public companies - Merger and Acquisitions - Business plans - Financial plans - Cash flows - Budgets - Financial modeling - Feasibility study Communicative Highly professional

95% Job Success
$20.00 /hr
1,045 hours

Lorina Agustin

Lorina Agustin

CPA with Financial Planning/Analysis and Program Management experience


Experienced CPA with a proven track record in handling varied finance functions with solid background in Financial Planning and Analysis. Has demonstrated success in improving business processes and managing small to medium sized programs and projects. Recognized for strong organizing, planning and analytical skills. An expert in JDE Financial System and fully knowledgeable in MS Office applications (Excel, Word, Power Point, Access). Highly motivated, recognized as results-oriented and solution-focused individual; with excellent communication, presentation and negotiation skills.

$5.00 /hr
1,712 hours

Righer C.

Righer C.

Project manager Cetified PMP, Financial advisor, Team Lead

Spain - 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

100% Job Success
$25.00 /hr
6,050 hours