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On average, 86 Financial modeling projects are completed every quarter on Upwork.


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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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Dylan W.

Dylan W.

Financial Modeling, Excel & Business Swiss Army Knife

United States - Tests: 3

What business problem can I solve for you today? I am an engaging and high-energy professional with core strengths in finance and a sharp general business acumen. Whether it be advanced Microsoft Excel work, PowerPoint tweaking, Word editing, or general business consulting, I will not only complete what you ask, but perhaps show you different perspectives and solutions along the way. I also believe that efficient and clear communication are paramount -- we will always be on the same page. Let's get started!

$27.00 /hr
0 hours

Angeline Wamai

Angeline Wamai

Business Analyst & CPA

Kenya - Tests: 2

I am a highly qualified, experienced and trained Business Analyst with 5 years of experience. My role involves acting as the liaison person to extract more utility and value addition in terms of functionality and ease of use from information systems. I am also Management Accountant, fully CPA certified and with 6 years of real-world experience in the busy accounting department of a large multinational company offering personal financial services. In this role I am charged with the accurate collection, recording, analyzing and reporting of the corporate accounts.

$12.00 /hr
50 hours

Ben Frunjyan

Ben Frunjyan

Expert in Finance & Data Analysis

Armenia - Tests: 6

Nowadays, to succeed in an increasingly complex world of rapidly advancing technologies and highly competitive international economic environment one should not only make the right career choice, but also consistently work at improving his or her skills, setting career goals and identifying opportunities for the future. Throughout my past I used my perseverance, analytical skills and passion to deepen my knowledge in the the field of Financial Analysis. I'm financial analyst with good background in business performance management. In my past experiences I have engaged in projects which involves financial analysis and forecasting of the companies working in retail and wholesale, services and banking industries. Through my life have sharpened my organizational skills, attention to detail and my ability to work with speed and accuracy. In all the previous jobs I have approached them as opportunities for career advancement and sharing my knowledge and skills for the benefit of the Company.

$6.00 /hr
0 hours

Arslan ali B.

Arslan ali B.

Forex Research Analyst/CSR

Pakistan - Tests: 12 - Portfolio: 2

MBA, Business professional with 2 years of experience working as a forex trader and analyst, trading mostly forex, stocks and futures. I am here to provide my writing services for the financial markets. From basic articles (trading psychology, indicators, trading platforms) to advanced articles such as technical analysis and recommendations, benefit from my experience. Whether you are looking for quality content or want to boost your current readership, my well articulated articles for the financial markets are not to be missed. Furthermore I have been doing customer service for the last 2 years (including online, over the phone and in person). A customer satisfied has more chance to come back. I do all my best to satisfy their expectations.Customer service is very crucial for the success of any company that takes care of customers.

$15.00 /hr
0 hours

Cristovam Peres

Cristovam Peres Agency Contractor

Engineer of Ideas

Brazil - Tests: 7

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 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

92% Job Success
$40.00 /hr
13 hours

Jose Bello

Jose Bello

Business Consulting

United States - Tests: 1 - Portfolio: 17

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, crowdfunding site, technology startups, food distribution companies, entertainment ventures, media websites and green energy companies, plus many nonprofit organizations, in the US, Canada, Europe, MENA region and Australia. 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 near New York City - 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: 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: 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 $100, and usually will take me 24 to 32 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 30% is due at project start, a second payment of 30% 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, nonprofit in Washington DC, 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 - Sample Pitch Deck - If you request a connection via Linkedin you can see past clients’ recommendations here: --- 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 Bello

89% Job Success
$100.00 /hr
523 hours

Mirza M.

Mirza M.

Architect, Designer, 3d & jewellery modeler, real estate consultant

Bosnia and Herzegovina - Tests: 3 - Portfolio: 22

I am highly specialized professional service provider with 20 years of experience in design, architecture and real estate development, highly proficient in multitude of 3D modeling and design programs. My specialty is Real Estate development consulting with the focus on Prefeasibility analysis, Conceptual Design, Marketing Presentations. See samples at My reference contractors are large multinationals like Crow Holdings, Trammel Crow, Reebok, Diadora, Raiffeisen Bank, REALTORS, IRPF Chicago, etc.

97% Job Success
$22.22 /hr
19 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
3,055 hours

Andrea Lynch

Andrea Lynch

Excel Expert, Spredsheet desing and improvement, Data analysis, ISO

United States - Tests: 10

I am highly experienced with Microsoft Excel (top 30%), including designing and creating workbooks. Explain your idea to me and I can convert it to a spreadsheet. I am very savvy with Microsoft Office applications and operating systems in general. I possess bachelor's degrees in finance and economics and I graduated with honors. I am a Certified ISO 9001 Internal Auditor and provide preparation, interpretation and implementation for ISO 9000, 9001, 9004, 19011. I am highly proficient in Spanish to English and English to Spanish translation (top 10%), including Central and South American dialects. I held a senior management position in the chemical industry for five years before moving abroad and I now work as a freelance agent. I am methodical, organized, detail-oriented and I look forward to collaborating with you. Let's talk soon! Andrea

95% Job Success
$45.00 /hr
77 hours