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. Jeff L.

    Jeff L.

    Finance Director

    United States - Last active: 7 days ago

    Finance leader with broad experience in controlling, forecasting, planning, reporting and analysis of new projects and investments for Product Divisions, Sales, R&D, and Supply Chain organizations. Provide Senior Management financial/operational insight with thorough analytical and problem solving skills. Support strategic direction with an understanding of the long term view. Ability to work seamlessly with international and cross-functional groups. Strong interpersonal and communication skills with a talent for the development of Controllers and Financial Planning & Analysis Analysts. Detail oriented with solid process improvement and integration, IFRS, and SOX/internal controls experience.

    $40.00 /hr
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  2. Timothy I.

    Timothy I.

    Intrinsic Valuation Specialist

    United States - Last active: 1 month ago - Tests: 2

    Independent equity analyst and valuation consultant specializing in practical application of valuation techniques. In the past several years, I have acted as a consultant to portfolio managers, analysts, and high net worth investors in a variety of capacities including public company valuation, M&A valuation, private firm valuation, and proxy contests. Contact me directly to inquire about availability for freelance, contract work, or exclusive hire.

    $60.00 /hr
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  3. Sam Carter

    Sam Carter

    Quantitative Developer with extensive Financial Services experience

    United Kingdom - Last active: 08/05/2014 - Tests: 1

    I am a professional software developer with 15 years' experience in the financial services industry. I am an expert-level programmer in Java and C++, Excel/Office/VBA, and SQL/RDBMS technologies. I have also developed solutions using Python, UNIX Kornshell, Matlab and scala. I have long experience in implementing quantitative/mathematical solutions involving standard and original numerical methods. I speak English, French and some Dutch and German, and I have long experience in writing and amending both technical documentation and non-technical prose. I am currently engaged in a Masters in linguistics and computational linguistics, and thus have some spare time for freelance development.

    $35.00 /hr
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  4. Iñaki Martín Herrero

    Iñaki Martín Herrero

    Financial Expert with Project Management experience

    Spain - Last active: 4 months ago - Tests: 5

    I am a financial professional with over 14 years of experience in a wide range of responsibilities regarding financial institutions. I started out as an Internal Auditor and as of today, I am leading different projects in a financial institution with the goals of making it more efficient and improving several operational controls. I work with senior management defining the bank´s investment and expenses budget and analyzing its potential future deviations. I am experienced at financial modeling and forecasting. I am also experienced at making presentations to senior management. For the past year and a half, I have been developing, designing and implementing a number of Monitoring Dashboards for outsourced services using QlikView Business Intelligence software. I have also developed compliance and control systems in Investment Banking and the bank´s Operations Back Office, and I have experience working with external auditors and Securities Market inspectors. I am a Bachelor in Business Administration and an Executive MBA. I am a Certified Energy Risk Professional (ERP) by the Global Association of Risk Professionals (GARP) and I have completed several specialized courses regarding market and credit risk management.

    $60.00 /hr
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  5. Kristin Cherry

    Kristin Cherry

    Consultant focused on smart business strategy & budget management

    United States - Last active: 3 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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  6. Meg Chatham

    Meg Chatham

    Your wordsmith, editor, business consultant, analyst, rescuer...

    United States - Last active: 12/13/2014 - Tests: 5

    Competency is my goal, perfectionism is my nature, and experimentation is my freedom. From my entrepreneurial spirit and my education at Cornell University's School of Hotel Administration, I have gained a thorough understanding of business, hospitality, and restaurant management, design, and operations. I'm especially proficient in communications, presentations, financial modeling, written research and reporting, menu design and development, customer relations and retention, business plan generation, and administrative support. My continuous progression relies upon balancing my logical and analytical expertise with my creativity. Wordsmithing is my most developed creative skill. I'm passionate for written word and its influence on society; therefore, if I deem a message worthy of expression, I aim to articulate it well. No one is without flaw or immune to mistakes, but in everything I do, I strive to contribute my best. Hire me and feel confident that all of your freelancing needs will exceed your expectations.

    $28.00 /hr
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  7. David Friedman

    David Friedman

    Experienced business consultant and financial analyst

    United States - Last active: 07/13/2014 - Tests: 4 - Portfolio: 1

    Experienced entrepreneur and financial analyst. I help entrepreneurs with: --robust financial models --investor-ready business plans --investor pitch decks --market research services. I have proven experience, having helped over a dozen companies secure funding for new growth opportunities. I am a native English speaker, born, raised and living in the United States. I live in New York City. My financial models tie together all numbers, my business plans shine, and my pitch decks deliver. If you're looking for a hard worker who delivers a stellar product, I'm your man.

    $111.11 /hr
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  8. Gregory Papalexis

    Gregory Papalexis

    Operations and Finance Professional

    United States - Last active: 12/07/2013 - Tests: 1

    I am currently a freelance operations consultant & contractor and a prospective entrepreneur. My career in both food manufacturing operations and asset-based lending has provided me with complementary skills and knowledge of managing both qualitative and quantitative factors and how they interrelate. I am a systems-thinker and I enjoy developing and refining management systems, and measuring the qualitative and quantitative results after execution. I have been involved with various projects over the past 10+ years. During my 4 years in asset-based lending, I examined various companies in multiple industries and countries, participated in the acquisition of a publicly-traded foreign competitor, and relocated to London to establish European operations. During my 5+ years in food manufacturing, I developed numerous qualitative and quantitative management systems for internal purposes, developed new products, and contributed to strategic partnership development. However, this past year has been the most exciting as a freelancer: I was the lead consultant (independent) on a food product recall, I joined the Net Impact NYC Programs Committee for Pro Bono Consulting in an Operations Management capacity, dedicated most of my professional time to developing a Fruit Juice Startup Venture, and I am currently creating an operating budget model for a startup based in China. The following are my career highlights: Fruit Juice Venture - Authored 4,000-word Grant Application to the state of Michigan in order to obtain $250,000 in cost-reimbursements for both the marketing platform and production facility plan in lieu of incurring third-party debt and/or diluting equity. - Constructed multifunctional Excel financial model in order to forecast operational performance, budget capital requirements, and determine the economic viability of the business concept. Business & Operations Consultant - Designed and constructed MS Excel Operating Budget for Beijing-based agricultural research and news subscription startup venture by examining their operations in conjunction with the various revenues and costs related thereto. - Scrutinized and redesigned a USDA-regulated RTE facility's Standard Operating Procedures in immediate response to a 35,000 lb. food product recall. - Authored twenty (20) page Corrective Action Report that the establishment included in its final report for the USDA District Office. General Manager of Food Manufacturing Division - Supervised and coordinated all facets of manufacturing division including cost and investment analysis, forecasting, procurement ($30 million annual budget), labor utilization ($5 million annual expense), overall equipment/people effectiveness, inventory planning & control, regulatory compliance, product development, and strategic customer support. - Achieved $1.5 million (5% of total variable cost) per annum cost reduction, 30% process capacity increase, 28% labor productivity increase, and 7% multifactor productivity increase through manufacturing strategy reassessment, management task consolidation, line balancing & sequencing, procurement proficiency, and capital investments. Vice President of Investments - Prospected, analyzed, negotiated and structured over $250 million of executed investments in various plant, property & equipment spanning different industries in multiple countries. - Chief analyst on $150 million acquisition of a publicly-traded competitor that expedited the efficient transition and integration of the competitor’s business development team.

    $50.00 /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. Stephen C.

    Stephen C.

    Expert Financial Modeler with Wall Street Experience

    United States - Last active: 3 months ago - Tests: 3

    I have used my expertise in Microsoft Excel to develop financial models of public and private companies for use by investors and executive management teams. I am also an expert in Capital IQ, FactSet, Bloomberg and similar financial data programs. I have working experience with VBA (which I use to automate my models), MS Access and Oracle database software. A few examples of my financial modeling work include: 1) a budget forecast model that was relied upon an an oil refining company for several years; 2) a cash burn rate analysis for stakeholders in a major iconic food manufacturing company; 3) the development of a strategy and budget model to forecast the ROI of an online marketing strategy of an eCommerce start-up; 4) the creation of a budget forecast for use in a pitch by a small music store in New York City seeking capital for expansion -- among many other projects. I am a financial analyst with equity research and private equity experience. As an equities analyst on the sell side I covered the steel and telecom services industries; as a buy side analyst I worked as a generalist, recommending successful stock ideas to portfolio managers in nearly every industry. Recently, I have started working with start-ups and more established companies, developing budget forecast models, market research and associated business strategies. In my work with stock picking and budget forecasting, I emphasize a focus on ROIC -- return on invested capital. As a stock analyst I tend to favor ideas that demonstrate growth-at-a-reasonable price. A model portfolio and examples of my deeper research are available at the link below. I continue to run an LLC engaged in equity research, market research, portfolio management and financial modeling services. My work included detailed scenario analysis of internally-used budget forecasts and cash burn rates for key stakeholders in large, privately held companies. Some examples of my past work: http://www.scribd.com/Ascendere_Associates

    $199.00 /hr
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