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: July 1, 2015
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  1. Sue A.

    Sue A.

    Global Investments/Economic Research

    United States - Last active: 1 month ago - Tests: 3

    Skills: financial modeling. corporate finance. strategy analysis. market entry research. economic research. investment teasers. structured assets. native English and Spanish. credit analysis. global markets. geopolitics. project management. emerging markets. commodities. infrastructure assets. debt investment products/funds. alternative investments. risk management. I posses over a decade of experience working with established Fortune 500 companies, including the prívate sector arm of the World Bank. I deliver quality work: professional, efficient and timely. Currently, I am seeking opportunities to build straregic business plans for business. Education: Columbia University - Master's in International Finance Montclair State University - Bachelor's in Economics

    $50.00 /hr
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  2. Tamer Azer

    Tamer Azer

    Business Builder | Management Consultant

    United Kingdom - Last active: 1 month ago - Tests: 3

    As an On Purpose Associate I worked with social enterprises to provide them with the support they need to scale their operations. As an Associate within the office of the Chief Executive Officer of the Royal Voluntary Service I worked to support and define major strategic initiatives within the organization. At Big Society Capital, I worked to advance the social investment ecosystem in the UK and investigated investment opportunities as well as their social impact. At the Institute for Competitiveness & Prosperity I worked in a highly integrated team environment on cross-functional projects that included extensive quantitative and qualitative analysis and research as well as coordinating projects across third parties including government, editors and designers to publish the Institute's reports and working papers. In that environment I strengthened my quantitative and analytical skills and gained necessary communication, public speaking and project management skills. Prior to the Institute I spent one year at the Bank of Montreal as a Financial Services Manager. During that time I gained valuable experience in client management and in sales.

    $45.00 /hr
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  3. Stephen C.

    Stephen C.

    Expert Financial Modeler with Wall Street Experience

    United States - Last active: 28 days ago - Tests: 3 - Portfolio: 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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  4. Donnie De Vera

    Donnie De Vera

    Senior Investment Banker turned Entrepreneur

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

    As a senior investment banking executive in the Asian region's financial capital, principal mandate focused on the development of Corporate & Project Finance capabilities for fairly greenfield institutions established to serve as an M&A vehicle, on behalf of primarily ASEAN-based, family-owned & controlled conglomerates, for the acquisition of companies in the more developed economies of the Asia-Pacific region & the Western Hemisphere. This start-up environment enabled a comprehensive & proactive involvement in all nuances of the cross-border M&A process, including deal origination, negotiation, due diligence, pro-forma & sovereign risk analyses, legal documentation, regulatory compliance, preparation of Offering/Information Memoranda, Underwriting Agreements, & investor relations. As a principal provider of financial products & services to emerging enterprises seeking inroads into non-traditional sources of capital, as an alternative to the more conventional intermediate & long-term bank loans, specific operating responsibilities called for the development & implementation of a revenue structure to augment net interest margins with fee-based income from advisory, sub-/underwriting, & syndication transactions, as well as capital gains from carried-interest positions. Subsequent to Asian-based investment banking engagements, spanning a period of almost 25 years, applied Corporate & Project Finance skills & experience to emerging opportunities in the US markets, specifically in the then-nascent industries of Information Technology (IT), Business Process Outsourcing (BPO), & Telecommunications. Consultancy engagements in these industries led to initiatives as founder/co-founder of firms that would exploit the confluence of these previously divergent technologies, to respond to the global imperatives of such combinations, envisioned to eventually warrant cross-border strategic alliances to enable major players to enhance their domestic operations with a global footprint.

    $50.00 /hr
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  5. Shawn V.

    Shawn V.

    Writer//Producer//Director//Creator//Exceler

    United States - Last active: 07/04/2014 - Tests: 15

    Columbia MBA. I am a Excel and finance consultant and writer living in Los Angeles. I have written commercials and greeting cards, created dynamic, user-friendly Excel models and everything in between. I have four years managerial experience in health care, specifically: - Managed care - Insurance contracts - Revenue cycle activities. I am also a veteran of the US Army and was awarded four each Army Commendation and Army Achievement medals. I served a tour of one year in both Kuwait (2004) and Iraq (2006). I have 15 years experience with Excel. Take a look at my top test scores, verified credentials and job history for more information. I work on this site because I recently quit my full-time, well-paying job to pursue a lifelong dream of a career in the arts. I write, produce and direct with my sketch comedy troupe Chico. I am also a screenwriter. I live in Los Angeles with my very supportive wife and our Great Dane.

    $27.78 /hr
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  6. Faiz Marhami

    Faiz Marhami

    Corporate and Investment Strategy Professional

    United States - Last active: 10/19/2013 - Tests: 1

    Corporate and investment strategist primarily covering natural resources, infrastructure and start up ventures with in-depth interest in frontier markets, emerging markets and conflict zones. Actively monitor and produce thematic research and analyses on developments in investment activity, organisational strategy and change, reconstruction and development and complex capital budgeting projects. Previous experience includes managing suite model alternative investment portfolios, chairing an investment committee with oversight of risk management and alpha overlay strategies, natural resources (frontier & emerging market) investment banking advisory services covering all aspects of the deal continuum and leading cross organisational growth and change initiatives.

    $111.11 /hr
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  7. 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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  8. 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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  9. 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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  10. Timothy I.

    Timothy I.

    Intrinsic Valuation Specialist

    United States - Last active: 3 months ago - Tests: 2 - Portfolio: 1

    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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