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. Anup A.

    Anup A.

    Expert Financial Modeler and Excel Consultant

    India - Last active: 3 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
    415 hours
    5.00
  2. Cristovam Peres

    Cristovam Peres Agency Contractor

    Engineer of Ideas

    Brazil - Last active: 2 days 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
  3. Md. Rashiduzzaman, CFA, FRM

    Md. Rashiduzzaman, CFA, FRM Agency Contractor

    Investment Banker

    Bangladesh - Last active: 16 hours ago - Tests: 6 - Portfolio: 1

    I am an investment banking analyst working at a leading investment bank of Bangladesh. I am also a CFA (Chartered Financial Analyst), and FRM (Financial Risk Manager) Charterholder. With more than four years of working knowledge in the investment banking industry, I draw upon a wealth of practical, first-hand experience to benefit clients in the ways that matter most. Being a finance graduate, I am very much passionate about Finance and would love to help you with financial analysis, financial modeling, research, risk management, investment, due diligence, preparation of information memorandum and other related jobs.

    Associated with: Financial Solutions

    $45.00 /hr
    69 hours
    4.95
  4. Jose Bello

    Jose Bello

    Business Consulting

    United States - Last active: 16 hours 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 - www.glaction.com. 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
    523 hours
    4.87
  5. Puneet Gandhi

    Puneet Gandhi

    Experienced Investment Banker at Goldman Sachs and UBS

    India - Last active: 2 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
    1,134 hours
    5.00
  6. Mirza M.

    Mirza M.

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

    Bosnia and Herzegovina - Last active: 7 days ago - Tests: 3 - Portfolio: 20

    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 http://www.qubicon.com.ba My reference contractors are large multinationals like Crow Holdings, Trammel Crow, Reebok, Diadora, Raiffeisen Bank, REALTORS, IRPF Chicago, etc.

    $22.22 /hr
    19 hours
    4.90
  7. Santonu Saha

    Santonu Saha

    Financial Analysis

    Bangladesh - Last active: 16 hours 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
    2,266 hours
    4.98
  8. Rajat Khanna

    Rajat Khanna

    Expert Finance Modeling, Sales, Business Plans, Research, Fund Raising

    Canada - Last active: 16 days ago - Tests: 4

    10+ years of finance experience, solid pedigree including ivy league (Cornell, Magna Cum Laude) and top tier MBA (Insead). LOTS of financial modeling, great at field research, customer surveys, natural salesman. Create concise pitch decks and business plans, only select fundraising via my global network. Very strong work ethic, clear upfront communication and level setting of expectations. Clean, intuitive and very presentable work. See my portfolio for an excel model example.

    $50.00 /hr
    0 hours
    5.00
  9. Muhammad Furqan

    Muhammad Furqan

    Accountant, Financial Advisor, Risk analyst and Auditor

    Pakistan - Last active: 3 days ago - Tests: 7

    I am a qualified Chartered Accountant from Institute of Chartered Accountants of Pakistan (ICAP). I worked in a chartered accountant firm for more than five years. I worked in a leading E-Commerce Company of Pakistan. Presently, I am working in a reputed Chartered Accountants firm in Pakistan, which is also a member firm of PrimeGlobal International, and have offices around the clock. My skills with softwares that aid in Office work (like MS Office etc) is of a professional level and I am at top notch very, when it comes to preparing/making spreadsheets on excel.

    $30.00 /hr
    0 hours
    5.00
  10. Hayk Minasyan

    Hayk Minasyan

    Financial and Business Analysis/ Modelling / Academic Researches

    Armenia - Last active: 2 days ago - Tests: 9

    Over the last 6 years, I have worked on different products and projects mostly in the financial sector. The projects include crowdfunding platforms, loan underwriting information systems, scoring systems, financial projection models, standardization projects, etc. I am providing consulting services for start-ups, small and medium businesses by designing business plans, financial projections and strategic canvases. Also, I am a visiting lecturer in state university of economics where I am conducting special course on financial crisis. I have PhD in Economics (specialized in monetary policy and financial system regulations). Currently I am passing my CFA. No matter how mature and complex your business and finance ideas are, I have the expertise to design user friendly and investment ready business plans and financial projection models that will assist you through the implementation timeline. Hope my academic and financial skills will be valuable for your initiatives. Thank you for your consideration.

    $20.00 /hr
    4 hours
    5.00