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. Jose Bello

    Jose Bello

    Business Plans + Decks + Research + Consulting

    United States - Last active: 2 days 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
  2. 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
  3. Oleg T.

    Oleg T.

    Excel financial modeler, business valuation expert and statistician

    Canada - Last active: 5 hours ago - Tests: 16 - Portfolio: 19

    I'm good at statistical analysis, financial & business modelling as well as designing presentations. The products that I offer are: - structured Excel models that are fully automated, easy to 'read' and interpret and are beautifully designed (never heard about beautiful models in Excel?) - Power Point artistic and formal presentations done in a 'Duarte' style (this is kind of fancy way to express that I really know how to deal with presentations) - econometric modelling in all kinds of software including STATA, SPSS, Jmulti, Eviews etc. Hey, see what I have been doing for the last 4 years: - assisted Lionbridge with their internet assessing tasks - was engaged in financial modelling in Ernst & Young Valuation department - dealt with statistical analysis & modeling of banking products If you have read this to the very end, - you are AWESOME. I will be glad to offer my help. Sincerely, Oleg.

    $33.33 /hr
    762 hours
    4.98
  4. Anup A.

    Anup A.

    Expert Financial Modeler and Excel Consultant

    India - Last active: 4 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
  5. Md. Rashiduzzaman, CFA, FRM

    Md. Rashiduzzaman, CFA, FRM Agency Contractor

    Investment Banking Analyst, CFA Charterholder

    Bangladesh - Last active: 6 days ago - Tests: 6 - Portfolio: 1

    I am an investment banker working at a leading investment bank of Bangladesh. I am very much passionate about Finance. Being a Finance graduate, CFA (Chartered Financial Analyst) Charterholder, and Certified FRM (Financial Risk Manager), I am very much interested about financial analysis, financial modeling, research, risk management, investment and other related jobs.

    Associated with: Financial Solutions

    $45.00 /hr
    62 hours
    4.94
  6. Cristovam Peres

    Cristovam Peres Agency Contractor

    Engineer of Ideas

    Brazil - Last active: 1 day 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
  7. Puneet Gandhi

    Puneet Gandhi

    Experienced Investment Banker at Goldman Sachs and UBS

    India - Last active: 8 days ago - Tests: 4

    1. Worked in investment banking at Goldman Sachs and UBS for five years across IT & BPO, Financial Services, Metals & Mining and Infrastructure 2. Completed several transactions across M&A, equity and debt capital markets 3. Career Portfolio Statistics - 3 M&As - 11 Capital Markets Transactions - 50+ Valuation/Deal models - 250+ Investor/Board/Pitch Presentations 4. Areas of Specialisation - Financial Modeling - Investor Presentations - Business Plans - Corporate Finance & Capitalization - Financial Planning & Analysis - Budgeting/Forecasting - Mergers and Acquisitions - Valuations - Fundraising Strategies

    $225.00 /hr
    1,124 hours
    5.00
  8. Santonu Saha

    Santonu Saha

    Financial Analysis

    Bangladesh - Last active: 1 day ago - Tests: 18 - 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.

    $10.00 /hr
    2,163 hours
    4.98
  9. William Simpson

    William Simpson

    Experienced MBA Graduate / Consultation / Business Plans / Analysis

    United States - Last active: 1 month ago - Tests: 4

    I have over ten years' experience as a Financial Planning Analyst reporting directly to executive and board level management. My MBA was awarded in December of 2013. I also possess a B.S. in Finance, completed in 2002. My primary job experience and study has focused on the fields of finance, accounting, and analysis. Expertise: - business consultation - business plan, pro forma, and budget development - analysis of industries, markets, and competition - analysis of financials and other business documentation - analysis of potential, existing, and past company projects to assess cost, IRR, ROI, profitability, and payback - development, analysis, and presentation of financial documentation for management, employees, financial institutions, and other external groups and stakeholders - develop, manage, and supervise business programs, projects, and transitions - advise top tier management on the financial impact of business ideas, decisions, projects, and policies I feel that my experience, education, and skills have allowed me to become extremely proficient in many aspects of business and am looking forward to leveraging these to help your business achieve its potential.

    $42.00 /hr
    0 hours
    5.00
  10. DINESH BANSAL

    DINESH BANSAL Agency Contractor

    Advance Excel Modelling | Financial Modelling

    India - Last active: 1 month ago - Tests: 6

    I am a post graduate in Finance with more than 7 years of experience in the field of Business Planning, Financial Reporting, Strategic Planning, financial modeling, Analysis & Reporting. In course of my work I have been doing lots of advance excel modeling & financial modeling. I have the passion to take up new challenges in my work & also believe in completing work within time without compromising the quality. I do freelancing in my free time. I have a high speed internet connection and I am available on skype, Viber, Gtalk & Facebook.

    Associated with: Amycus Inc Agency

    $10.00 /hr
    181 hours
    4.78