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

97

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 4.77.

4.77
Last updated: June 1, 2015
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  1. Sascha B.

    Sascha B.

    Business Analyst and Project Manager for the Fintech industry

    United States - Last active: 4 months ago

    Accomplished finance, engineering and project management professional with extensive experience in banking and IT consulting. Proven track record of outstanding customer service and firm performance across a broad range of projects and international clients. Strong ability to manage senior-level relationships and cross-functional teams. Ability to focus on core scope and to deliver on time and on budget.

    $100.00 /hr
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  2. Guillermo Worlicek

    Guillermo Worlicek

    Excel expert

    Switzerland - Last active: 04/16/2014

    Financial management (investing in hedge funds across all asset classes) and investment banking veteran. Implemented large projects for research, fund selection, portfolio management and risk management. NAV calculation and reconciliation, and accounting under IAS and US GAAP. Discount Cash Flow modelling (DCF) and benchmark analysis (KPI) implementations. University diploma in Accounting (CPA). Passed CFA level 2.

    $199.00 /hr
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  3. Vic Uzumeri

    Vic Uzumeri

    Expert Business Analyst and Project Manager with Web Tech Knowledge

    United States - Last active: 4 months ago - Tests: 1 - Portfolio: 3

    I have a PhD in management of technology and more than 30 years experience with business analysis, process design and IT system design and operation. * I am quantitative, systems-theory driven, technically-savvy, practical and highly literate in English. I have worked with Web 2.0, XML, a multitude of web applications, media design tools, statistical modeling tools, financial analysis tools, data visualization graphics tools and a wide range of eLearning tools and techniques. * I have hired more than 150 providers on oDesk and spent more than $150K over more than 200 projects.on * I have published books, articles and academic papers in elite publications. I have written hundreds of website pages, blog articles and white papers. * I built a boutique business in a college town developing high-level, video-intensive eLearning for Fortune 200 clients. * I taught operations and supply chain management at a major business school for more than two decades. I work with clients to help them: a) analyze their current (or planned) operations to understand the underlying dynamics. b) develop models (financial, logistical, operational) and business process designs to improve those dynamics. c) source talent in the global freelancer market to implement their plans d) project manage, or consult on project management to achieve high levels of performance and deliverables from freelance providers. e) create training, documentation and eLearning materials to convey best practice to key stakeholders.

    $50.00 /hr
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  4. Kristin Cherry

    Kristin Cherry

    Consultant focused on smart business strategy & budget management

    United States - Last active: 5 months ago

    I am a top-notch business analyst, financial analyst, and strategic planner. I have over a dozen years' experience in these areas, with specializations in competitive intelligence and market research; business intelligence and reporting; project portfolio management & prioritization; business process analysis; and administration of $MM budgets. I love working with startups! I have created financial projections and pro formas, and pitched emerging companies to banks, venture capital firms and private equity investors. I can craft detailed business plans, and crystallize business strategies into compelling executive summaries and pitch decks. I am self-motivated and thrive in ambiguous situations. I make well-informed and astute decisions. I spot issues quickly, and have a knack for identifying creative, effective solutions. I bring experience in multiple industries including retail, ecommerce, software, legal, foodservice, travel/hospitality, healthcare, and the legalized cannabis industry.

    $120.00 /hr
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  5. Joe Serdakowski

    Joe Serdakowski

    Ph.D., P.E., M.B.A., Excel VBA ODBC Expert

    United States - Last active: 03/04/2014 - Tests: 1 - Portfolio: 2

    Provides "Decision Ready Information" Solutions are implemented quickly. Always looking for new opportunities. Most solutions are "repurposed" from prior work. Please do not hesitate to contact. Developed a plethora of applications over the years, many of which are documented on the web site www.AutoSoftSystems.com. Custom and Vertical Market Computer Programmer Excel VBA ODBC ADO Expert and Trainer Dashboards, Metrics, Statistical Process Control Charts, Models, Simulations, Optimizers Multiple Corporate Database Queries and Reporting Tools Solutions typically contains one or more of the following characteristics: - Application with custom ribbon running in the Excel shell - VBA programming language - multi-user application - interface with "industrial strength" database (SQL Server, Oracle, Progress, PI Historian, Maximo, Trackwise, AXIS, StarLIMS, Azure, Access, PowerPivot, Brio, Cognos) Recent work has been concentrated in the pharmaceutical industry, but skill set is applicable in many different arenas. Successful applications include solutions for: - aggregating data from multiple corporate databases into one universal search and extraction tool. - managing compliance inspections - capital construction project portfolio management - financial modeling - chemical manufacturing process simulation and optimization - data acquisition and control Education and experience provides unique qualifications to provide a rock solid solution at a small fraction of the cost of other custom software development, be it in-house or contract.

    $83.33 /hr
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  6. Michael Tourville

    Michael Tourville

    Business Operations and Financial Analyst

    United States - Last active: 09/08/2013 - Tests: 2

    My goal is to build value for clients, plain and simple. I am a finance and accounting professional with banking, medical, business operations, regulatory, and strategic analysis experience. I use modern, efficient data analysis techniques and a strong base of experience in both technical and interpersonal skills to produce useful, compelling, and profitable analysis and strategic opportunity.

    $38.89 /hr
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  7. Karl-johan E.

    Karl-johan E.

    Superior Business Intelligence services for the financial sector

    Malta - Last active: 3 months ago - Tests: 1

    I work as a freelance consultant, providing business intelligence services to the financial sector. My strength is that I know the financial industry and I am highly capable as a developer in several coding languages. I also have a wide network of senior developers worldwide that I can involve if necessary. Services: • Microsoft Excel/VBA models • Database solutions, Web/Desktop/Access • Desktop Applications • Web Applications • Mobile Applications • Ad hoc analysis My background: • Master degree in Structural Engineering, Chalmers University of Technology, Gothenburg, Sweden • Bachelor Degree in Business Administration, University of Gothenburg, Gothenburg, Sweden • Worked as analyst and Business Intelligence developer at one of Scandinavia’s largest bank. Experience from Equity Research, Corporate Finance, Corporate Banking, Equity Trading, Equity sales, DCM, ECM, Portfolio Strategy, Syndicated Loans Facts about me: Age: 32 Nationality: Swedish Language: Swedish (native), English (fluent), French (can have a conversation)

    $50.00 /hr
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  8. Mark A.

    Mark A.

    Small Business Specialist

    United States - Last active: 06/08/2014 - Tests: 7

    Do you need help with: > Business planning to help guide your business? > Financial projections, budgeting, analysis for better business control? > Strategic planning for long term planning? How about: > Growing your sales with marketing plans? > Basic website to better communicate with your potential & existing customers? Do you have a great idea for a new business but don't know where to start? Let Mark Helps Small Business help you determine your needs, and provide the benefits to move your business to success. With over 25 years of business ownership, management, and consulting experience, we can help. What makes us different is our focus on not only your business, but on your customer. We put ourselves in their shoes to best understand how to make your business succeed. Give us a try and you'll be happy you did.

    $30.00 /hr
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  9. Traci Ray

    Traci Ray

    Experienced investment professional with PhD, CFA

    United States - Last active: 08/13/2014 - Tests: 1

    Hard-working, energetic and proactive investment professional, with 20 yrs in hedge fund and investment industry, and significant experience in Investment Research, Trading and Risk Systems, Portfolio Analytics, Risk Management, Quantitative Analysis, Fixed Income and Derivative Valuation, and Programming (C#, VBA). Also a former professor, having taught at the graduate and undergraduate level, performed quantitative and econometric studies and authored working papers. Skill Summary: Analysis - valuation of public and private firms - due diligence, financial modeling, financial projections - equity analysis, credit analysis, convertibles, PIPEs Transactional - Sourcing, evaluation, negotiation and restructuring of investments Risk and Systems - Creation of optimal hedge strategies - Design and programming of trading and risk systems (trade databases, real-time P&L, greeks, stress testing, VaR) Quantitative Analysis - Evaluation and back-testing of investment strategies - Econometric analysis of large data sets Derivative Valuation: - PDE, binomial/trinomial, finite difference, Monte Carlo Programming / Software - Excel, Access, Word, VBA, Bloomberg, Stata, R, SAS - C#, C++, SQL Server, LINQ, WinForms, WPF, Silverlight, .NET Writing - Research reports, marketing material Teaching - Corporate Finance, Managerial Finance, Investments, Security Analysis, Fixed Income, Derivatives

    $50.00 /hr
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  10. Srdjan Kovacevic

    Srdjan Kovacevic

    Financial Expert/Risk Manager

    Croatia - Last active: 07/08/2014 - Tests: 2

    I hold an MSc in Mathematical Finance from University of Oxford, and an undergraduate degree (dipl.ing.) in Mechanical Engineering from University of Zagreb. I have been working in finance, on an institutional investor side, for the last 8 years. In this period, I have performed a very wide spectrum of tasks related to the capital markets: setting up investment funds; investment fund mergers; risk modelling/analysis; financial modelling/analysis; company valuations; setting up risk monitoring and control functions; quantitative analysis; writing design specifications for financial software modules & functions, and their implementation; business process design and mapping; design and management of internal regulations on group- and company-level; performing key compliance roles and liaising with the regulating authority; writing prospectuses for UCITS and non-UCITS funds; managed procurement of AMCo authorisation for the provision of MiFID, UCITS, and non-UCITS regulated financial services; setting up MiFID regulated services. However, I have been working closely with many startups, and have invested in a few myself. In recent time, I have been involved with an incubator, where I act as a business/finance mentor. I have also been writing business plans and investment plans for firms of various sizes, and acting as an advisor to clients in various industries, helping them procure equity and debt finance for startups and investment projects. I have experience coding and modelling in Python, VBA, and Matlab, but don't expect wonders: it's mostly been some rather simple work developing specific financial/risk modelling applications, parsing financial data from web sources, etc. I have a deep understanding of energy efficiency and renewable energy, having advised a few clients on project financing in this area. I have been involved in several EU projects as a lecturer, leading internal trainings in financing energy efficiency projects (with focus on energy performance contracting). I am very excited by the developments in the area of cryptocurrencies, and would love to get involved with startups and companies active in this space. I will happily accept payment in BTC/LTC/Đ.

    $66.67 /hr
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