Financial modeling Professionals & Consultants

Browse Financial modeling job posts for project examples or post your job on Upwork for free!

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, 106 Financial modeling projects are completed every quarter on Upwork.

106

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 4.75.

4.75
Last updated: July 1, 2015
More options
Clear all filters
  1. John P.

    John P.

    Business Finance Consultant

    United States - Last active: 23 hours ago - Tests: 8 - Portfolio: 1

    My unique approach to financial management is designed to reveal both insights and opportunities. Building upon a background of National Account Management, Commercial Banking, Brokerage Services, and Senior-Level Financial Consulting, I draw upon a wealth of practical, first-hand experience to benefit clients in the ways that matter most: A broad-based understanding of business finance that achieves defined, sustainable goals. A common theme linking disparate industries at different stages of development and maturity comes courtesy of an understanding of the flow of every dollar, from sales to expense to operating income. Examined through a lens that is customized for every client and each business, and reflects their unique challenges and competitive advantages. The result is what I call Functional Financial Management. It’s not merely the numbers, but the story inside the numbers. Customized, relevant, and with a practical utility that can be nothing short of game-changing. These are also the hallmarks of financial management guidance provided through Business Expedition Partners, the financial consulting firm I founded to offer clients around the world specialized financial consulting. From start-ups to mature companies, it is an honest, hard-working, unrelenting attention to detail that delivers results exceeding expectations. Top 5% Odesk Contractor!

    $96.67 /hr
    3,291 hours
    4.93
  2. Jose Bello

    Jose Bello

    Business Consulting

    United States - Last active: 6 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 - 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
  3. Oleg T.

    Oleg T.

    Excel financial modeler, business valuation expert and statistician

    Canada - Last active: 2 days ago - Tests: 16 - Portfolio: 20

    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
    778 hours
    4.98
  4. Puneet Gandhi

    Puneet Gandhi

    Experienced Investment Banker at Goldman Sachs and UBS

    India - Last active: 23 hours 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
    1,307 hours
    5.00
  5. Tamma Ford

    Tamma Ford

    Business Consulting. Business Writing. Language for Business.

    United States - Last active: 2 days ago - Tests: 16

    Business Consultant: Consulting for new or growing businesses. Strategies and guidance for starting up your company, for seizing expansion or funding opportunities and for adapting to change. Presenting ways of looking at your company that help you make both the easy and the hard changes: your product/service lines, revenue streams and pricing structures, staff issues, processes and procedures, vendor suitability, potential new markets, sales & marketing approaches, and more. Business Plans: I have researched and produced hundreds of short and long business plans hand-in-hand with the entrepreneurs or managers, resulting in funding and/or whatever the plan was meant to achieve. Full-length plans have included the business presentation in Word and Powerpoint formats, a presentation of Financial Projections and start-up costs in an Excel format. Business Writer: I have direct, multi-industry business-world experience and bring that knowledge to my writing for you. Well-organized, clear thinker able to translate the clarity to paper for you. I can provide great clarity for your readers in the many ways your business communicates - sales and brochure copy, email blast messages, business letters, descriptive copy for all kinds of products or services. Notably: Resumes, Cover Letters: Professional resume building, hand-in-hand with you. Functional and chronological, and some "free-form" upon request! Editing and proofing of these so that the English is correct, coherent and clear for your target readers. Compelling cover letters complete your resume. Fiction and non-fiction work: I can assist with all phases of E-book writing and/or e-book ghost-writing within my knowledge base - from helping outline and plan the book, to writing it from scratch for your review, to providing all types of editing of any book already completed or started by you. French to English: I am proficient in written and spoken French. I can translate most business and general topics from French to English with ease for you. I am able to compare, edit and proof any such translation you wish to have double-checked. Published Author: I have written numerous e-books and articles for myself and clients. Please view some samples via my Expert Author Profile on http://ezinearticles.com/?expert=Tamma_Ford as well! Language for Business: I have been an ESL - English as a Foreign Language - trainer for adults in the business world for 30 years.

    $35.00 /hr
    148 hours
    4.91
  6. Federico Orsi

    Federico Orsi

    Start-up, Finance and Management Consultant

    Argentina - Last active: 23 hours ago - Tests: 4

    - Top Rated Freelancer with 5-stars reputation - +6 years of professional experience in business consulting, working as a freelance consultant and in important businesses like Deloitte and Consultora Logística - Specialized in Finance and Management topics (financial models, pro-forma budgetting, business valuation, M&A, investment analysis, financial ratios, break-even analysis, discount rate calculations, capital markets, business plans, strategic planning, brainstorming of new business ideas, start-up planning, pitch decks, market research, investment teasers) - Hold a bachelor in Business Administration, Universidad Austral (awarded gold medal to best average) - Academic experience in the finance field, working as professor in finance subjects and as writer of academic papers regarding business valuation - Entrepreneurial experience, after creating and managing my own businesses called OK Tenis and Sostiene Pereyra Perchas (obtained the 1st place in Endeavor business plan competition) - Specialties: Finance, Management, Entrepreneurship, Strategy, Value Creation, Creativity and Innovation - Important academic awards received, such as schollarships to attend business conferences in Argentina (South American Business Forum, ITBA, 2008 and 2012) and in the US (Business Today, Princeton University, 2010), 1° place in the Award to Academic Excellence (Fundación Deloitte, 2009 and 2010), among others.

    $25.00 /hr
    135 hours
    4.97
  7. Md. Rashiduzzaman, CFA, FRM

    Md. Rashiduzzaman, CFA, FRM Agency Contractor

    Financial Analyst, Investment Banker

    Bangladesh - Last active: 2 days ago - Tests: 6 - Portfolio: 12

    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
    81 hours
    4.98
  8. David Stone

    David Stone Agency Contractor

    Financial Professional & MBA Grad

    United States - Last active: 1 month ago - Tests: 17 - Portfolio: 11

    PLEASE NOTE: At this time, I am only opening to working with clients on hourly (not fixed price) projects that meet or exceed my minimum $27.78 all-in hourly rate (net of 10% fees) and have an established history on oDesk/Upwork (which is open to interpretation, but generally either (i) 1-year of active history on the platform or (ii) 10+ completed contracts with favorable reviews). **Top 1% on Business Concepts (U.S.) test - Brainbench **Top 1% on Management Skills test - oDesk **4th out of 1050+ test takers in Day Trading test - oDesk **12th of 8700+ test takers in Business Writing Skills Certification - oDesk Are you looking for an experienced and reliable business professional with a strong track record in financial analysis, business consulting, and market research to provide consistent, best-in-class support to your important project or assignment? As a demanding client who rightfully expects quality work, rest assured that in hiring me you will receive high quality deliverables, executed on-time, with open communication throughout at a mutually-acceptable negotiable rate. I am a financial professional with over 10 years of progressive experience with financial institutions, Fortune 500 companies, and other reputable organizations. Furthermore I completed an honors undergraduate degree in economics from a top liberal art college in New York and hold an MBA in Finance. I look forward to advising my clients in accounting, finance, business plans, and business advisory services. I am eager to bring value to my clients, and thank you in advance for giving me the opportunity to work with you.

    Associated with: MBAFINANCE2010.COM

    $27.78 /hr
    36 hours
    4.95
  9. Artashes Vardanyan

    Artashes Vardanyan Agency Contractor

    Business planning, Startups, VC, Fundraising,

    Armenia - Last active: 1 month ago - Tests: 12 - Portfolio: 5

    In the fast changing business environment business and financial wisdom is very important to achieve sustainable results and better financial goals. Since 2012 on oDesk, I've helped start-up companies from all over the world to get their business off the ground by supporting them in raising funds from angel investors and VC companies. No matter how complex your business and finance related questions are, I have the capabilities and experience to build high quality financial models and business plans to show you the road-map how the choices you make today will affect your business in the future. My core values are – open communication, innovation, high quality services. Feel free to contact us anytime for free advice.

    Associated with: Fincos - Your business and financial doctor

    $27.00 /hr
    346 hours
    4.86
  10. Chad Morris

    Chad Morris

    Certified Public Accountant, Controller

    United States - Last active: 09/09/2014 - Tests: 1

    I am a CPA controller that has extensive experience in preparing budgets and GAAP financial statements for the use of investors, executives, bankers, auditors and board members. A great deal of my experience has been helping start ups and small business, manufacturers and retailers. I have experience managing monthly close for all systems including AR, AP, inventory, fixed assets, revenue, payroll and all income Statement accounts.

    $36.67 /hr
    83 hours
    5.00